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."
     
     
     

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).
     
     
     

3. Choose Button Visibility (Optional):

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

   • 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.
     
     
     

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

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.
       

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

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.