How to Use Custom Buttons in Zoho CRM скачать в хорошем качестве

How to Use Custom Buttons in Zoho CRM

Custom buttons in Zoho CRM are a game-changer when it comes to automating repetitive actions, creating shortcuts, and improving team efficiency. In this tutorial, we’ll guide you through how to create, configure, and deploy custom buttons within your CRM to streamline processes and reduce manual work. Whether you're triggering workflows, opening related records, invoking URLs, or running custom functions—custom buttons give your team one-click power to get more done. ✨ What Can Custom Buttons Do? Custom buttons let you: Update records with a single click Trigger functions and workflows Redirect users to web tabs, widgets, or external URLs Launch modal windows with pre-filled forms Enforce process consistency across teams Perfect for: Sales reps creating renewal deals Support teams assigning follow-ups Managers initiating approvals 🛠️ Step-by-Step: Creating a Custom Button 1. Navigate to CRM | Settings | Modules & Fields 2. Select your module (e.g. Deals, Accounts, Leads) 3. Go to the "Buttons" tab in the top menu 4. Click “Create Button” 5. Enter: -- Button Name -- Description -- Action Type (e.g., function, URL, widget) 6. Choose where the button should appear: -- Record detail view -- List view -- Related lists -- Wizards You can also restrict visibility by profile—ensuring only the right users see the right tools. 🔁 Real Example: Clone a Deal for Renewal In our example, we’ve created a button called “Renew Deal” in the related list of the Accounts module. Here’s what it does: Select a deal → Click the button It clones the deal Appends the word “Renewal” to the deal name Sets the deal type to Renewal ✅ Result: A seamless renewal process with zero manual data entry. ⚙️ Button Placement Options Create Page – Appear while entering new data Edit Page – Show when modifying records Details Page – Show in the record view List Page – Enable bulk actions Related Lists – Execute functions on associated records Wizards – Add to custom flows for guided data entry 🚀 Why Use Custom Buttons? ✔️ Save time on repetitive actions ✔️ Minimise data entry errors ✔️ Improve process adherence ✔️ Boost team productivity ✔️ Enhance user experience in CRM 📢 Like, comment, and subscribe for more Zoho CRM best practices. 📩 Need help creating powerful custom buttons or writing custom functions? Please Note: Unless otherwise specified, all of our videos use randomly generated sample data. Any resemblance to real individuals or organisations is purely coincidental. Contact us at support@goldstarit.com | More about Goldstar | At Goldstar, we believe in working with you and your business, getting to know you, your ambitions, and how we can help you realise them through technology and data-driven decisions. We’re all about making your life easier with our expertise and honesty, especially given the challenges of digital business transformation. As Zoho Premium Partners and Digital Transformation specialists we understand the importance of technology, process, data and culture. Bringing all aspects together to offer CRM, transformational analytics, inventory management, finance, business intelligence and more, to your business. Based in Hastings, we have helped clients from East Sussex, West Sussex, Hampshire, London, Kent, Surrey and across the South East of the UK, transform their business with Zoho solutions. Delivering business transformation consultancy through our Discovery Workshop and Solution Design. Contact us today, to discuss how Goldstar Consultants can deliver Digital Transformation through Zoho solutions and launch your business to the next level. Visit us at www.goldstarit.com