Introducing Radio Buttons and Numeric Range Sliders in Zoho CRM

Introducing Radio Buttons and Numeric Range Sliders in Zoho CRM

Info
Release update: Currently out for CN, JP, AU and CA DCs (Free and standard editions). 
For other DCs, this will be released by mid-March.

Hello everyone,

We are pleased to share with you that Zoho CRM's Layout Editor now includes two new field formats— Radio Buttons and Sliders for Numeric Fields. These additions will make it easier for your users to fill out forms across all your modules, given the convenience they offer, as well as visual appeal.


Let's take a closer look at how these new elements work.

Radio Buttons


Radio Buttons are ideal when a user has to input a single choice from a minimal set of options that are presented upfront, making selection clearer and faster.

Here are some common use cases where Radio buttons work the best:

  • Billing cycle, such as Monthly or Yearly

  • Subscription plan, such as Basic, Pro, or Enterprise

  • Property type in real estate, such as 1 BHK, 2 BHK, or 3 BHK



In each of these cases, the choices are limited to 2 or 3 options which are clearly defined, and the user needs to select just one option. Since all options are visible upfront, there’s no need to open a dropdown or scroll, making the selection quick and effortless.

Here's how to configure a radio button on the module's layout page:



Display Format for options

When adding the radio button, the Radio Button Properties pop-up lets you choose how the options appear on the screen. Rather than using a fixed format, you can select a display style that best suits the field, making it easier for users to see and choose from the available options.


There are two display format options:

  • Radio button, where options are listed one below the other.

  • Group button, where options appear as a compact set of selectable buttons.

This flexibility helps you design forms that feel clear and easy to use, while letting users quickly understand their choices and select the right option.



Option Visibility

The Option Visibility setting helps you decide how much information users need to see after a value is selected.

  • Show all: If users need to view all available options at all times and quickly update their choice on the go, you can select Show All. This keeps every option visible on the screen, making it easy to compare options and change the selection whenever needed.

  • Show selected only: If the field is mainly required during record creation and showing all options later adds little value, you can choose Show Selected Only. In this case, only the chosen value is displayed after selection, keeping the details page clean and focused while still capturing the required input.


NotesImportant Notes:

  1. Consistent data, every time - Once a Radio Button field is configured with a fixed set of options, users can select only from those defined values while creating or updating records from any source. Any value outside the configured options is not accepted by the system, ensuring clean and consistent data across all records.

  2. Options limit - 3 options per field in each layout. (Excluding Unused options)

  3. Field Limits - This field is included under Text Field limits.

  4. Edition Availability - In all editions except Free.

  5. Modules Supported - Supported in all Modules, except Users.


Range and Sliders for Numeric Fields


Earlier, defining a default range for numeric fields was not straightforward. Users were not aware of what range was expected or acceptable until they saved the form. Let's say, for example, a Customer Satisfaction Score is being captured after a sales interaction. If the score is meant to be recorded on a scale of 1 to 5, there was previously no direct way to enforce or clearly communicate this range upfront.


Now, as we bring the setting of range for numeric fields, you will be able to define the minimum and maximum value for numeric fields. This sets clear boundaries on the values that can be entered, so the users know the expected range before they add any data.


Sliders are another prominent aspect that will help users to visually select a value within a defined range. When you choose to display sliding scale, the user can simply click on any interval or drag the slider to choose a value directly, making the selection more visual and guided.



Continuing with the same example, you can define the customer satisfaction score by setting its minimum value to 1 and maximum value to 5. When the users create or edit a new record, they will clearly see that the value must fall within this range and can either type a number or use the sliding scale to select the score visually. The spaced intervals help users quickly understand the scale and choose the right value with confidence.

The same approach works well for other controlled scales, such as:

  • Setting a budget

  • Defining a probability range such as 10% to 100%

  • Defining priority levels on a numeric scale

Here's how to configure a sliding scale for a numeric field on the module's layout page:



Setting the minimum and maximum limit values ensure that users can only enter values within an allowed range.

Notes

Important notes:

  1. Sliding Scale depends on Limit Values: When you enable the Sliding Scale, you must define minimum and maximum liit values. However, Limit Values can be used on their own. If you do not need a Sliding Scale, you can simply set the limits to restrict the allowed range.
    If the user tries to enter a value outside the allowed limits, an error message appears, preventing incorrect entries. This helps to keep the data accurate and consistent across records.

  2. Fields Supported: Number, Long Integer, Decimal, Percent, Currency.

  3. Edition Availability: All editions

  4. Module Availability: All Modules

  5. Sliding Scale is not supported for Subforms.

We hope you find this update helpful!

To learn more check out our help resource here.

    • Recent Topics

    • Need a Universal Search Option in Zohobooks

      Hello Zoho, Need a Universal Search Option in Zohobooks to search across all transactions in our books of accounts. Please do the needful Thanks

    • Locked Notebook

      Hi, I hadn't used my Notebook in some time and was refamiliarizing myself with it. I clicked a lock icon and now I can't unlock. When I hit the information or unlock icons I'm taken to a page with the notebook icon and a keyboard. When I type, nothing

    • Hide fields only for creation

      Hello, I'd like to hide some fields only during the creation of a contact in Zoho CRM. In fact I have some fields that are automatically calculated thanks to an automation, so when my users create a contact I don't want them to fill those fields. I know

    • Issues with Zoho Sheet in Mac

      I have downloaded the Zoho App from App Store but It is failing to Save As, Open & Download Operations. App Store

    • Weekly Sales Summary

      Is it possible to generate a weekly report in Zoho Books to show -$$ amount of estimates generated -# of estimates generated by Salesperson -$$ amount of Sales Orders created -$$ amount of Invoices generated

    • OpenAPI Specs are just plain wrong

      The provided yml files for generating the OpenAPI specs are absolutely riddled with errors and inconsistencies. From missing fields on the objects, to just incorrectly named resource objects. I'm having to go through and manually changing the spec to

    • Add Account column to Invoice screen

      Please show the account column on Invoice creation screen. It is an unnecessary step to have to click add additional info and then select the account for line item. Example : on the bill creation screen when entering description we can easily code it against an account. On the invoice screen it requires additional click. Adding the column on the Invoice screen will make it faster to enter transactions. We currently have 5-6 different accounts that we code line items against, You can imagine the extra

    • Custom Footer – Zoho Writer Document

      Hello everyone, I’m having an issue adding a custom footer in a Zoho Writer document. I would like to insert my company information (including a logo + address) in the footer. The problem is that when I add these elements, the main content of my pages

    • Report grouping

      I have added a grouping in a report but it is not working how i had expected. I wanted to group a summary on a field named Size but when i add the grouping the report is still showing me each record and making a summary at the bottom of the report. What

    • Social Media Simplified with Zoho Social: Preview your Instagram grid before posting

      For a platform like Instagram that relies on visual appeal, it's important that you plan your image and video content in a way that holds your audience's attention. Planning your grid ahead of time gives you the benefit of understanding how your posts

    • Error code 1000

      Can you please tell me why the following, occasionally causes this error via the api, not every time ?... zoho.books.updateRecord("salesorders",organizationID,salesorderID,{"template_id":"#################069","custom_fields":[{"label":"DelDate","value":"Tuesday,

    • VAT rates - exempt and out of scope

      Good Evening, UK based company here. I am a bit confused in respect of setting up VAT rates for exempt goods and services; at present I am simply leaving the VAT rate blank in the transactions in order to prevent any VAT appearing in the VAT return. When

    • How to loop through Multiple Upload and Display Actual File Name

      I have been reading the help on the File Upload Control and reviewed the Deluge help on files and I can not figure out how to loop through the uploaded files and do anything but get the automatically created file names. The code below will run but each

    • abou arattai

      I want to use the Arattai app for business purposes, so please convert my account to a business account.I have my own invoice app, and I want to link it with the Arattai app for direct messaging.

    • vendors / customers with 2 different address and gst no

      Why can't we have option for more than one address and depending on the state option for more than 1 GST no. ? We have customers / vendors PAN india with different addresses and GST no. for different states.

    • Configurable Zoho Cliq Notifications for Zoho People Alerts

      Hello Zoho People Product Team, Greetings and hope you are doing well. We would like to request an enhancement to Zoho People notifications, enabling a native delivery via Zoho Cliq with admin-level control, similar to the notification settings available

    • Looking back at Zoho Calendar in 2025

      Hello Zoho Calendar Community, As we step into a brand-new year, we’d like to take a moment to thank you for being an active and valued part of the Zoho Calendar community. Your trust, feedback, and continued engagement motivate us to keep evolving and

    • There was an error while connecting to GSTN

      I am trying to file GSTR1. Everything flows smoothly until I reach the final step of filing the return. After I enter the PAN and OTP for filing it raises the error "There was an error while connecting to GSTN"

    • Zoho Books Extension: What Happens If Custom Fields Already Exist?

      When developing Zoho Books extensions, what happens if the target Zoho Books organization already has a custom field with the same API name as one defined in the extension? I’m asking because we originally created an on-Books version of this functionality,

    • Internal Server Error (500) When Attempting to View Banking Transactions

      I am experiencing an Internal Server Error (500) when attempting to view transactions across all of my banking accounts. Despite multiple attempts to resolve this, I have received little more than runaround from support, and the issue remains unresolved.

    • How do I add a blank line to the Organisation Address Format?

      I'd like to have my VAT number, for example, shown prominently by having a clear gap between it and the address block above, but any blank lines in the address format get ignored in PDF outputs.

    • Automatic Invoice Number generation for createRecord

      Hello, while testing some custom Buttons in my Zoho Books application, I noticed that I get an error that previously did not occur. After some further digging I found that the automatic transaction numbering of invoices no longer work in my organization.

    • Adding number of days to an estimate.

      I need both QTY of item and "number of days hire" in my estimates at the line item level. Any clues as to how this is done would be greatly appreciated. It needs to calculate. Thanks J

    • Books Api: listing expenses created after certain dates

      Is there any parameter I can add to the List Expenses endpoint that will let me look up expenses by when they were created?

    • Why can't we change the Account type from an Expense to an Asset?

      Like the question. Why in QuickBooks for example if I mistakenly created an account as an expenses and I already captured information in those accounts, I can just change the account type from expense to asset

    • Is it possible to do validation for the Actions added to Reports?

      We have an all-around On Validate function that checks all the possibilities before the Created/Edited form submissions. We want to have a button in the report view, so we can change records without entering. We are able to add this button, and it does

    • Ability to Edit Ticket Subject when Splitting a Ticket

      Often someone will make an additional or new request within an existing ticket that requires we split the ticket. The annoying part is that the new ticket maintains the subject of the original ticket after the split so when the new ticket email notification

    • Function #11: Apply unused credits automatically to invoices

      Today, we bring you a custom function that automatically applies unused credits from excess payments, credit notes, and retainer payments to an invoice when it is created. Prerequisites: Create a Connection named "zbooks" to successfully execute the function.

    • [Free Webinar] Environments in Zoho Creator - Creator Tech Connect

      Hello Everyone, We’re delighted to kick off the 2026 edition of the Zoho Creator Tech Connect Series and are excited to continue this learning journey with you. The Creator Tech Connect series is a free monthly webinar featuring deep-dive technical sessions

    • Zoho Voice API SMS

      I made a post request in Zapier to try to send an SMS. Authentication appears to be configured correctly. I followed the documentation and I'm getting a 400 Error "Internal Server Error". Not helpful at all. Anyways, I could not find any information on

    • How do I change (error) display messages

      Hi! I would like to edit display messages like "invalid entries" and "enter a value for Nome" and so on into Italian language messages. How can I do that? Already tried on Validate on form submit. Where I am failing? Thanks in advance.

    • Record Overseas Transactions Along with CC charges

      Hi All, We receive payments via stripe in multiple currencies and stripe takes around 2.5% fees. The amount is settled in INR into our local bank. What should be the currency of the income account used for Stripe payments? Here is a sample flow that we

    • Easier onboarding for new users with stage descriptions

      Greetings, I hope all of you are doing well. We're happy to announce a recent enhancement we've made to Bigin. You can now add descriptions to the stages in your pipeline. Previously, when creating a pipeline, you could only add stages. With this update,

    • Pieds de page personnalisé - Document Zoho Writer

      Bonjour à tous, Je rencontre un souci avec l’ajout d’un pied de page personnalisé dans un document Zoho Writer. Je souhaite insérer les informations de mon entreprise (notamment un logo + adresse) dans le pied de page. Le problème, c’est que lorsque j’ajoute

    • Credit card transactions are backwards after importing statements

      I am new to Zoho Books so I'm importing my firm's bank and credit card statements in. My credit card statements have a single column with negative numbers so that is the option I chose. But when I went to categorize the credit card transactions, I can

    • Permissions on Views

      Having the option of any agent creating custom views is firing back and got a situation where there are a hundred different views across the team and tickets are not being dealt in the most efficient of ways. Tickets seems to be missed by some agents,

    • Function #8: Add additional charges to invoices

      Here goes one of the highly sought-after custom functions in Zoho Books. If you find yourself needing to apply additional charges to customers on their invoices (say credit card surcharges, or fuel charges applicable to customers from a certain region,

    • Knowledgebase SEO

      We have a custom-domain mapped help center that is not restricted via login. I have some questions: a) will a robots.txt file still allow us to control indexing? b) do we have the ability to edit the sitemap? c) do category URLs get indexed by search

    • Domain renewals

      Need to know how hoe to renew the domain

    • VIsual maindmaps in Zoho notebook Ai

      Can I create and export VIsual maindmaps in Zoho notebook Ai

    • Next Page