Introducing Global Sets for easy management of similar picklists in CRM

Introducing Global Sets for easy management of similar picklists in CRM

Alert
Latest update (December 2025): You can now apply color coding to the values inside a global set, the same way you color code values in regular picklist fields.

Notes
AlertUpdate (Sep 2024): We've increased the maximum count limit for global sets. These new limits are now live for AU and JP data centers and will be gradually opened to all. Please check this link for the updated limits.
Notes
Request to Community Users:
As this is an announcement post, we kindly ask you to initiate a new post to discuss any limitations or suggestions you may have. This approach will enable us to effectively track feedback without oversight and keep interested customers informed of updates.

Hello folks,

As administrators who implement and manage CRM solutions, you may have dealt with picklists that are present across multiple modules and have the same picklist values.

For example, consider picklists with industries as picklist values. These are used across leads, contacts, accounts, and custom modules. The purpose of collecting this detail is, among other things, to tailor our communications around the needs and perceptions of these industries.

Until now, you most likely have added and updated the values for each picklist to make sure that they were consistent across the CRM.

This would've involved the repetition of the same set of actions for each picklist. Needless to say, this is tedious and susceptible to error.



Now, we'd like to present a solution to make this task easier.

We're thrilled to introduce a new feature called Global Sets, which is designed to simplify working with similar picklist fields in Zoho CRM.


A global set is an admin-defined set of picklist values that can be associated with multiple picklists across modules.

In the case of industry picklists, we can:
  1. Create a global set called "Industry," with industries as picklist values.

  2. Associate the relevant picklists in the different modules with that global set.

  3. Make changes in the "Industry" global set and let the CRM take care of making changes in all other places, like associated picklists, existing records, workflow rules, etc.
Some other useful options include:
  1. Converting existing picklist values to a global set:

  2. Switching the association of a picklist from a local set to a global set and vice versa:
  3. Mapping values when switching from a local set to a global set to preserve data integrity*:

    *If the same value is present in the global set, the value is mapped automatically. It's mandatory to map a value if it's used in places like workflow rules, field updates, etc.
  4. Viewing all of the picklists associated with a global set:

Updated limits [Sep 2024] [These new limits are now live for AU and JP data centers and will be gradually opened to all. ]
  • Number of global sets: 30 (Enterprise) | 50 (Ultimate)
  • Number of global sets per module: 15 (Enterprise/ Ultimate)
  • Number of picklists that can be associated with one global set: 30 (Enterprise/Ultimate)
  • Number of used values in a global set: 1,000 (Enterprise/Ultimate)
  • Number of unused values in a global set: 500 (Enterprise/Ultimate)
  • For now, global sets can't be associated with multi-select picklists.


This feature is available in the Enterprise and Ultimate editions of Zoho CRM. It has been rolled out to all users in all DCs.

To learn more about this feature, please refer to our help documents: Overview of global sets | Working with global sets (for how-to's)

Once you've taken this feature for a spin, do let us know what you liked and what you didn't like in the comments section below.

    • Recent Topics

    • Project-Based Inventory Consumption and Proforma Invoice in Zoho ERP

      While working with customers across different industries, we have identified a few functional questions and gaps that commonly arise—especially for project-based and service-oriented businesses. Many organizations, such as those in shipping, construction,

    • [Free Webinar] Zoho RPA - OCR, PDF Automation, & More

      Hello Everyone! Greetings from the Zoho RPA Training Team! We’re excited to invite you to our upcoming webinar on the latest release updates for Zoho RPA, where we’ll unveil powerful new capabilities designed to make your automation journey smarter, faster,

    • Zobot Execution Logs & Run History (Similar to Zoho Flow)

      Dear Zoho SalesIQ Team, We would like to request an enhancement for Zoho SalesIQ Zobot: adding an execution log / run history, similar to what already exists in Zoho Flow. Reference: Zoho Flow In Zoho Flow, every execution is recorded in the History tab,

    • Global Search Settings

      I'd love a way to remove some modules from being included in the global search. This would allow use to provide a better user experience, limiting the global search to only those modules that are regularly used removing any models used for background

    • Card Location in Zobot

      Hello, when using the “Location” card in a codeless builder Zobot, the behavior in WhatsApp is inconsistent. When asking the user to share their location, they can type a message, which will return the message “Sorry, the entered location is invalid.

    • Automation Series: Auto-create Dependent Task on Status Change

      In Zoho Projects, you can automatically create and assign a dependent task when a task’s status is updated. This helps teams stay aligned, ensures reviews happen on time, and reduces manual effort. In this post, we’ll walk through an easy setup using

    • Languages in Zobot

      Hello, I have found a list of supported languages for the Zobot. The information specifies the languages are supported in the following 3 features: SalesIQ supports 34 different languages in the following features. Resources (Articles, FAQs, Small Talks)

    • Composite items inside of composite items; bill of materials needed

      Hi Zoho and Everyone, I am evaluating whether Zoho Inventory will work for my small business. I grow and harvest herbs and spices but also get from wholesalers. I use all these items to make herbal teas, but also sell them as individual items on my Shopify store and Etsy. I discovered the composite item bundling and am wondering if I could get some assistance since there is no bill of materials: Our herbal company's best selling tea is a sleepytime tea. Sleepytime Tea can be purchased in three weights

    • Action required: Reauthorizing your Google account in Zoho Sign for automatic cloud backup to Google Drive

      This is applicable to users who have already configured automatic cloud backup to Google Drive. Hi there! Google has mandated reauthorization of all preconfigured third-party integrations to ensure only the necessary scopes are shared as an improved security

    • Zoho CRM Layouts

      I have customised all our modules, Leads, Contacts and deals, and within them, I have created lots of different layouts depending on the type of Lead or contact, for example. Since the new Zoho UI came out, they have all disappeared. I have gone into

    • Streamlining E-commerce Photography with AI Background Tools

      Hey Zoho Community, I’ve been messing around with ways to make product images less of a headache for fashion brands on Zoho Commerce. You know how boring generic backdrops can get, and how much time traditional photoshoots eat up, right? I tried out this

    • WhatsApp IM in Zoho Desk always routes to Admin instead of assigned agent

      Hello Zoho Experts, I connected WhatsApp IM to my Zoho Desk account. I only assigned my Customer Service (CS) agent to the WhatsApp channel, and I did NOT include Admin in this channel. However, every new WhatsApp conversation automatically gets assigned

    • hide resolution from help centre

      to my surprise, i just found out that the resolution text is public in the helpcenter, even if 'notify customer' is off. is there a workaround to that? how do others deal with this? How zoho support does this and I don't think its used by Zoho in the first place. the resolution is meant to be private, not public

    • Zoho Analytics + Facebook Ads: Performance Alerts for Active Campaigns

      Is it possible with integration of Zoho Analytics with Facebook Ads and set up alerts or notifications for active campaigns when performance drops? For example, triggering a notification if CTR goes below a defined threshold or if other key metrics (like

    • Multiple upload field CRM

      I desperately need the functionality to add more than one upload field to web to contacts form. How can I do this?

    • Sort by age

      It would be very helpful if there was a way to sort by age in the Age column. Please add this function if possible. Thanks!

    • Lookup Field Option Not Available in Customization

      Hello, I am trying to customize different modules (e.g., Work Orders, Systems, and others), but I am unable to find the Lookup field option in the layout customization. When I go to: Setup → Customization → Modules and Fields → Add Field The Lookup field

    • Scheduled sending of a poll and its results

      Is there a way to schedule sending a poll to all my users and have the results sent separately to the team?

    • Canvas View bug

      I would like to report a bug. When clone a canvas view from an existing canvas view, if the original canvas view have canvas button with client script. Then the new create canvas view will have canvas button, it is make sense. But when I try to delete

    • Integrating Zoho Suite and apps more with Linux

      I just got introduced with Zoho just couple of months ago, and I've already planned to contribute to it, even though it's not an open-source software. Still I have found it's potential to beat the tech giants and still being respective towards data privacy

    • Store Submitted Forms as PDF

      Hi there, Is there a method to store Form submissions as a PDF in workdrive for archival? I set the form to email the submission to the user and an internal inbox but I'd really love to store the final form as PDF in workdrive automatically. I can't seem

    • Separate Items & Services

      Hi, please separate items and services into different categories. Thank you

    • CRM->INVENTORY, sync products as composite items

      We have a product team working in the CRM, as it’s more convenient than using Books or Inventory—especially with features like Blueprints being available. Once a product reaches a certain stage, it needs to become visible in Inventory. To achieve this,

    • Add an option to disable ZIA suggestions

      Currently, ZIA in Zoho Inventory automatically provides suggestions, such as sending order confirmation emails. However, there is no way to disable this feature. In our case, orders are automatically created by customers, and we’ve built a custom workflow

    • What's new in Zoho Sheet: Simplify data entry and collaboration

      Hello, Zoho Sheet community! Last year, our team was focused on research and development so we could deliver updates that enhance your spreadsheet experience. This year, we’re excited to deliver those enhancements—but we'll be rolling them out incrementally

    • Zoho Creator Developer Console | Improved Distribution and Lifecycle Management for apps

      Hello everyone, We're excited to introduce new enhancements now in the Zoho Creator Developer Console. These updates strengthen private app distribution through licensing controls and extend environment support across all installed apps, helping teams

    • [Webinar] Solving business challenges- Handling the challenge of transitioning to Zoho Writer from legacy tools

      Moving to Zoho Writer is a great way to consolidate your business tools and become more agile. With multiple accessibility modes, no-code automation, and extensive integration with business apps and content platforms, Zoho Writer helps solve your organization's

    • Feature Request - Gift Cards or Gift Voucher Capability in Zoho Commerce

      Hi Zoho Commerce team, I'm comming accross more and more retail businesses who sell gift cards. As there is currently no way to manage this in Zoho Commerce, it is a blocker to addoption. This is particularly popular in Europe and North America. I recently

    • Highlight a candidate who is "off limits"

      Hello: Is there a way to highlight a candidate who is "off limits"?  I would like to have the ability to make certain candidate and / or Client records highlighted in RED or something like that.   This would be used for example when we may have placed a candidate somewhere and we want everyone in our company to quickly and easily see that they are off limits.  The same would apply when we want to put a client or former client off limits so no one recruits out of there. How can this be done? Cheers,

    • Closing off tasks automatically based on project status

      Is there a way to close off all open tasks when a project is set as Cancelled?

    • [Free webinar] Understanding connections and datasources in Zoho Creator - Creator Tech Connect

      Hello everyone, We’re excited to invite you to another edition of the Creator Tech Connect webinar. About Creator Tech Connect The Creator Tech Connect series is a free monthly webinar featuring in-depth technical sessions designed for developers, administrators,

    • Bridge the Gap Between your Service and Finance Teams

      In field service, the most expensive distance isn’t the drive to a customer’s home—it’s the gap between a finished job and a paid invoice. Zoho FSM leverages the power of Zoho Invoice to handle and manage billing operations. It enables you to: Instantly

    • Direct URL to "View Record"

      I would like to create a button (Deluge Script) to jump to the "view record" without passing by the record menu, but I can not aford to find the right url. I don't want the "view record" as a single page. I want the "view record" in the application like the picture below: Thanks in advance for your help

    • Live Chat for user

      Hi everyone, I’m new to Zoho Creator and wanted to ask if it’s possible to add a live chat option for all logged-in portal users so they can chat internally. I’m trying to create a customer portal similar to a service desk, but for vehicle breakdowns,

    • SalesIQ Chat Owner to CRM Lead Owner Mapping

      There is no proper mapping between the SalesIQ chat owner and the CRM lead owner. When a chat is assigned to an agent, the lead created in CRM is often assigned to a different user, forcing admins to manually change ownership every time. This creates

    • Product line search in quotes

      Is there a way to change the search setting when you add a product line to a quote. We have created a field in products called 'Part Number' and I would like when I'm adding a product line to the quote that I can search on that field. At the moment it only searches on product description. In products I can search on the 'Part Number' field Any help welcome.

    • 🚀 WorkDrive 6.0 (Phase 1): Empowering Teams with Content Intelligence, Automation, Accessibility, and Control

      Hello, everyone! WorkDrive continues to evolve from a robust file management solution into an intelligent, secure, and connected content collaboration platform for modern businesses. Our goal remains unchanged: to simplify teamwork, strengthen data security,

    • Storage Limits

      Hello, What is the storage limitations for each user on professional edition?  Thanks, Mekki

    • Zoho Recruit Community Meetup - London 🇬🇧

      Hello Recruiters! We’re excited to announce that the Zoho Recruit team is coming to the UK for an in-person Zoho User Group (ZUG) Meetup in London! This is your chance to connect with fellow Zoho users, learn from experts, and walk away with actionable

    • Power Pivot and Data Modeling functionality in Zoho Sheet

      When will MS Excel functionalities like Power Pivot and Data Modeling functionalities be available in Zoho Sheet?

    • Next Page