Zoho CRM - Custom Button Creation from the Layout Editor

Zoho CRM is rolling out custom button creation from within the layout editor in phases across data centres, giving administrators a more contextual way to manage buttons.

• Create and manage custom buttons directly from the element palette in the layout editor, without leaving the module builder.
• Add, reorder, and remove buttons while customising a module layout.
• Place custom buttons in the top bar of the Create, Edit, and Details pages inside a record.
• Add a button to the related list header, where it acts as a mass action button that runs on the selected records.
• Find buttons that are not used in a layout under the Unused section.
• Buttons on the Records page now appear in the order set in the layout editor; you can pin buttons and sort the pinned ones, and any previously reordered buttons are converted to pinned buttons automatically.

Availability: Enterprise and Ultimate editions. Rolling out in phases across data centres.