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ZOHO PROJECTS TASKS WIDGET HOW TO
ZOHO PROJECTS TASKS WIDGET INSTALL

Under What action would you like the button to perform?, select Open a Widget.

Under Where would you like to place the button? select, View Page.

Go to Accounts, then navigate to the Links and Buttons tab.

Under Customization, select Modules & Fields.

Now that you've created the Widget, let's move onto creating the Button which will open the Widget.

If you are using another entrypoint to your app, reference it here.

You now need to be able to view your app within Zoho CRM. If you are using Google Chrome, type anywhere "thisisunsafe" and you will be able to proceed.Ĭlick into the widget.html and you should now see a screen that says "This is a sample Widget built using Zoho Extension toolkit." You'll likely have to bypass the browser's security complaint. Make sure you have Node and npm installed on your machine, then run the following command in your terminal: It will help you initialize projects, run a local webserver, and package your code for deployment. The Zoho CLI, or Zet, is required to build Zoho CRM Widgets.

Once you have this down, it's up to build the damn thing! Install the Zoho CLI

Here we will walk through step-by-step how to setup, build, and deploy a Zoho CRM Widget. At the end of this guide, we will highlight what will make your app stand out. You have complete liberty to make UI and program structure decisions.

You are welcome to use any JS framework or library that you'd like to build your application. You must then create the Notes for the Account and the selected Contacts and Orders. Your job is to create a Zoho CRM Widget on an Account record that allows you to input text for a Note and select which related Contacts and Orders should get the Note as well. Of course, we don't just want those Notes on the Maverick's Account record, but we want those notes to be seen on Mark Cuban and Luka Doncic's Contact records, which are associated to the Mavericks's Account. Since they're a needy client, we're going to be making tons of Notes to make sure we get everything right. For example, let's say we work for the leading bobblehead manufacturer in the world and we have a new Account, the Dallas Mavericks. Currently when you create a new Note on a record, it doesn't appear on associated modules. Adding Notes to records in CRMs is a very common task.

NPM and Node.js installed on local machineĪlrighty, let's go over what exactly you're going to build.

You'll need some background in the following areas to follow along: Your job will be to develop and deploy your widget to Zoho CRM. End-users access widgets by clicking a button on single records or a list of records.

Widgets are essentially a small containing a simple web app within Zoho CRM. Welcome! Here we will guide you to setup a Zoho CRM widget to enable you to design your very own awe-inspiring Zoho CRM widget.

ZOHO PROJECTS TASKS WIDGET INSTALL

ZOHO PROJECTS TASKS WIDGET HOW TO