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Powerful accounting platform for growing businesses.

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Collect payments online with custom branded pages.

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Employee experience platform to communicate, engage, and build positive employee relations.

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Appointment scheduling app for consultations with customers.

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Shared inboxes for teams.

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Online file management for teams.

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Digital signature app for businesses.

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Secure and reliable transactional email sending service.

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Work management tool to connect people, processes, and information.

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Manage temporary staffing with an employee scheduling solution.

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Payroll software with automated tax payments and filing.

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Digital signature app for businesses.

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Build custom apps to simplify business processes.

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Workforce identity and access management solution for cloud businesses.

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Secure multi-factor authenticator (MFA) for all your online accounts.

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Online password manager for teams.

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Pro-code platform to build and deploy your apps.

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Complete resource for any admin-related lookup queries.

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Interactive remote assistance software with augmented reality.

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Remote support and unattended remote access software.

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Test automation software to build, manage, execute, and report testcases.

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Automate manual, tedious, and repetitive tasks easily.

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Modern self-service BI and analytics platform.

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Embedded analytics and white label BI solutions, tailored for your needs.

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AI-powered data preparation service for your data-driven organization.

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Planning and tracking tool for scrum teams.

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Automatic bug tracking software for managing bugs.

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The all-in-one toolkit for solopreneurs.

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Automate business workflows by creating smart integrations.

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Pro-code platform to build and deploy your apps.

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Built in document editors for web apps.

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Secure and reliable transactional email sending service.

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Test automation software to build, manage, execute, and report testcases.

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Work management tool to connect people, processes, and information.

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Automate manual, tedious, and repetitive tasks easily.

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Application analytics for all apps.

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Embedded analytics and white label BI solutions, tailored for your needs.

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CRM Plus

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Unified platform for customer service and support teams.

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All-in-one suite to manage your operations and finances.

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Application suite built to improve team productivity and collaboration.

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All-in-one suite

Zoho One

The Operating System for Business

Run your entire business on Zoho with our unified cloud software, designed to help you break down silos between departments and increase organizational efficiency.

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Zoho Marketplace

With over 2000 ready-to-use extensions across 40+ categories, connect your favorite business tools with the Zoho products you already use.

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Creating a Client Script

 

  You can add a client script in two ways in Zoho CRM:

  1. Through the setup page
  2. Through create/clone/edit page of a record in a module

Let us discuss each one of them in detail.

1. To add a client script through the setup page

  1. Go to Setup > Developer Hub > Client Script. Click +New Script.
  2. In the Create Script pop-up, enter the Name and Description of the script.

  3. In the Page details section, choose the following:
    • Category - Choose Module if you want to trigger using events or choose Commands if you want to trigger using command palette or keyboard shortcuts.
    • Page - Choose the page to which you want to add the client script. It can be: Create Page, Clone Page, or Edit Page.
    • Choose the module. It can be: Leads, Contacts, Accounts, Deals, Products, Quotes, Sales Orders, Purchase Orders, Invoices, Campaigns, Vendors, Price Books, Cases, Solutions, or Custom Module.
    • Choose the layout. It can be Standard or any other custom layout.
  4. In the Event Details section, select the Event Type (page or field event).
    • For a field event, select the Field (list of fields on that page) where the event occurs and the Field Event i.e., onChange.
    • For a page event, select the Event. It can be onLoad, onChange, or onSave.

  5. Click Next.
  6. The Client Script IDE opens.

  7. Click Save and Close to save your script. You can see the client script setup page that lists all the scripts you have created. It shows the name of the script, the size, the name of the user who last modified the script, and the status (enabled or disabled). You can enable a script by sliding the toggle button.

  8. You can also edit or delete any script from this setup page.

2. To add a client script through the create/clone/edit page of a record in a module

  1. Choose a desired module in Zoho CRM, and open either create, clone, or edit page of any record in that module. For example, consider the create Quote page.
  2. In the right-most corner of the page, click Client Script.

  3. Click Add Script

  4. The page details will be pre-populated by the system. Fill in the other details of the client script, such as Name, Description, and Event Details of the client script. Further, click next and add your script to the code editor in Client Script IDE. Then click Save and Close.

ZDK Library

The Zoho Development Kit (ZDK) javascript library offers a rich set of client and server interfaces that broaden the scope of Zoho Applications. The Dot Notation in ZDK allows you to instantly access various pre-defined functions. You can utilize them to perform UI operations and trigger REST API calls. 

To view the documentation for ZDK, click the help icon in Library under Information.