Adding send sms button

Steps to Create a Single SMS Button on the Custom/Standard Module

1. Navigate to Module Settings:

   • Go to Setup → Under Customization, select the Modules & Fields tab.

   • Under the Module tab, locate and select “Module - Leads/Patients”

   • Click on the “Links and Buttons” tab.

   • Click on ”+ New Button.”

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2. Configure Button Details:

   • Name: Single_SMS_Button_Patient

   • Description: Button for sending a single SMS from the Patient module.

   • Placement: Select “Details Page” (The button will be available inside each record).

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3. Choose Button Visibility (Optional):

   • Details Page: The button will be accessible within each record.

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   • List View – Each Record: The button will appear in the List View for each record. If not visible, add it to the Canvas of the module’s list view.

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   • List View Mass Action Menu: The button will be available for bulk messaging when selecting multiple records.

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4. Define Button Action:

   • Choose “Invoke a URL” (Always select this option).

   • Retrieve the URL from the Standalone Portal:

     • Go to Get Started → Step 3 - Configure → Button Configuration.

     • Select Module: Patient.

     • Choose Phone Field: (Ask the customer which field stores the phone number).

     • Click Generate Send SMS URL.

     • Copy the generated URL.

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   • Paste the copied URL into Zoho CRM, where the button is being created.

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5. Assign Button Visibility:

   • Select the profiles that should have access to the button (e.g., Sales, Administrator).
   • Confirm with the customer which profiles should see the button.

Save the Button Configuration.