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

    • AI Interview Insights: Turn Recorded Interviews into Quick Transcripts & Summaries

      Evaluating interviews shouldn’t require replaying long recordings or taking manual notes. With AI Interview Insights, you can now review complete transcripts and AI-generated summaries of your One-way (Recorded) interviews right inside Zoho Recruit. This

    • Record payment: Payment Mode vs. Deposit To and how to "connect" them!?

      How do we set up that when we choose:  "Payment Mode"= Cash, then "Deposit to" is automatically set to Petty Cash, and if we choose  "Payment Mode"= Check, then "Deposit to" is automatically set to Undeposited Checks, and if we choose  "Payment Mode"=

    • Grouping Undeposited Funds to Move to other accounts

      In the bank option it would be nice to check what transactions in undeposited funds I want to move to other accounts. Then while checking this it can accumulate totals and created whats essentially a deposit slip. Once the transaction is moved it should

    • Depositing funds to account

      Hello, I have been using Quickbooks for many years but am considering moving to Zoho Books so I am currently running through various workflows and am working on the Invoicing aspect. In QB, the process is to create an invoice, receive payment and then

    • Facing email delivery issues? Verify your domain's DNS records

      Have you ever wondered why your legitimate emails are landing in the recipient’s spam folder? Or been surprised to see emails sent from your registered domain getting rejected by recipient email servers? Why does this happen? In most cases, this happens

    • Order of Departments in Help Desk

      In the end user portal, , the departments are sorted by the date of creation of the department (or perhaps their id). Is there a way to choose the display order of the departments or at least to be able to sort them alphabetically?

    • COGS - Account showing negetive

      I have multiple COGS account and in these all there is one account is negetive so suggest why it is showing negetive value.?

    • Create CRM Deal from Books Quote and Auto Update Deal Stage

      I want to set up an automation where, whenever a Quote is created in Zoho Books, a Deal is automatically created in Zoho CRM with the Quote amount, customer details, and some custom fields from Zoho Books. Additionally, when the Sales Order is converted

    • %PaymentLink%

      Does not work. Software creates a BAD link. ....and yes payment options are turned on. Link on the invoice pdf once opened will work but this template is a joke.

    • Google Photos

      I am hoping that my question already has a fix. I current have Google synced accounts that I want to get away from. One in particular on is Google photos. Is there any software, or 3rd parties that I can join to back my photos up straight to specifically designated file in the ZOHO cloud that's tied to Docs? Please advise... Mike 

    • Zoho Books Items Categorisation/Grouping/Folder

      Is there a way to do items categorisation? a folder structure? Product Type A - Option 1/2/3 Product Type B - Option 1/2/3 Current problem : I have more than 50 items on the list, its hard for team to navigate.

    • Cash payments before invoice date

      We have been using zoho books for our hospitality business for some time and have been very happy with the system. However in 2025 an update was pushed through and we are now not able to record payments for invoices before the invoice date. the case scenario

    • Copy / Duplicate Workflow

      I have workflows setup that are very similar to each other. We have a monitoring system watching servers, and all notifications - no matter what client it is about - will come from a  noreply@ address which is not very helpful in having it auto assigned to the right account. I have setup a workflow that will change the contact name of the ticket (currently it would say noreply@) to the correct customer which is based on the subject line, as that mentions which server the alert it is about. I need

    • Transfer between two customers (Peters Rental account to Peters Private account)

      we are a Property Management company. Our customers have to accounts (registered as two customers - Peter Rental and Peter Private On the rental account all income and costs fron rental activities are noted. On the private account all private are noted

    • Automation#18: Automatically Fetch Values from Contacts to the Tickets Module

      Hello Everyone, Welcome to this week's edition, where you can seamlessly sync fields from the Contacts to the Tickets module. For efficient business operations, it's crucial to have details mapped across different modules. Zylker Secure offers antivirus

    • Charge multiple invoices

      We use auto-charge/recurring invoicing for 100's of clients. If we create a single manual invoice we can charge it to the credit card for these clients with the CC added to their recurring invoices. If a client has multiple outstanding invoices, is there a way to make one charge for all of the invoices instead of a separate charge to the cc for each invoice?

    • Handling/tracking escalation management in Zoho

      Hi all, I am working on finding a tool to register and track our escalation management process. Specifically, this is about client escalations, typically related to project delivery issues. The idea is that we could have some sort of form with core questions

    • Global Choice List share ownership

      I have created several forms that use one or more Global Choice Lists. These lists have been published to Org. I would like to allow one or more admins to edit the choices in these lists. Any help appreciated. Geoff

    • Setting up property management in Zoho Books

      Hi, I run a property management business that manages property complexes. There are multiple owners, some owning more than one property on the same complex. My role is to manage the fees they pay for maintenance of common areas, such as the swimming pool

    • How to prevent users from switching price lists in an order?

      Hi, I have Zoho Finance integrated with Zoho CRM. My team will be placing orders through the CRM using the Finance module. When creating a new customer I will assign it a price list, I don't want the sales rep to switch to a different Price List, other

    • Unable to Change Display Name for my outlook mail ID

      Hello, I recently added my personal outlook mail to Zohomail (in the web interface) using POP3 options. I tried to change the display name of the outlook account, but it changes for a brief moment and reverts back to the old name. Kindly help me with

    • Mollie Connect in Zoho Books

      Have noticed that Zoho Books is missing the most popular payment provider in Europe: Mollie. Knowing that Mollie has a solid Java SDK, why is this not yet implemented in Zoho Books for European customers?  More info: https://docs.mollie.com/oauth/ov

    • Unable to change Lookup field from Multi Select to Single Select

      I am trying to change a Lookup field in my Zoho Creator form from Multi Select to Single Select, but I am unable to find any option to do this.

    • Simple Callback Notifications Needed

      My team are terrible at remembering their CRM callbacks, often due to how long in the future they are set for. Is there a way i can set an e-mail notification for when a callback is due? For example we set it for 9am one day and five minutes before they

    • Personal Data (RODO), Cookies / Trackers - ePrivacy

      I have noticed several issues that should be addressed on the customer support page. Zoho Desk provides the support portal, but it currently lacks the following options: A GDPR and personal data processing consent checkbox before logging in, located in

    • How to set a multi-lookup field as mandatory?

    • Allow Multiple Scheduled Appointments with Zoho Support

      Dear Zoho Team, I hope you're doing well. First, thank you for introducing the option to schedule support calls via the Zoho CRM booking link. This has been a fantastic enhancement, eliminating the need for back-and-forth coordination when scheduling

    • Audit Log for Zoho One Admin Panel

      Dear Zoho One Team, We would like to request the addition of an Audit Log feature in the Zoho One Admin Panel. This log should provide visibility into any changes made within the Zoho One admin panel and directory, including but not limited to: Adding,

    • Bug: OAuth 2.0 State Parameter fails with Pipe Delimiters (RFC 6749 Non-Compliance)

      I've discovered a bug in how Zoho's API Console handles the OAuth 2.0 authorization flow when the state parameter contains pipe characters (|), and I'm hoping the Zoho team can address this in a future update. The Issue Zoho's OAuth 2.0 implementation

    • Custom Function to increment a value by one

      Hi, I'm trying to find a solution to set up a counter on CRM records that tracks how many times certain actions have taken place. As a specific example: We have a field on Deals called "Times Close Updated". This starts at 0 on record creation. I'd like

    • Access token generate from the refresh token not working for API

      Dear Sir/Madam, When I use my refresh token to obtain new access_token, that token return INVALID_TOKEN when the same API is called. I made sure that my api site is correct and match the auth web site. However the original access_token work fine.

    • why does my campaign move back to draft?

      Every time I try to send my email campaign, it reverts back to Draft status.. this has happened three times in a row..how do i find out what the problem is? Thanks

    • Service and Parts Line Item Limitations

      Hi FSM Team, We work with clients who deliver large-scale field service projects. In many cases, a single work order can contain 200+ service and parts line items. Currently, Zoho FSM limits work orders to 30 service and parts line items. While this works

    • 【Zoho CRM】やりとりの要約機能リリースのお知らせ

      ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 今回は「Zoho CRM アップデート情報」の中から、新機能のやりとり要約機能をご紹介します。 Zoho CRMのやりとりの要約は、Ziaが生成する機能で、データに関連付けられた最近のやりとりを簡潔にまとめて提供します。 メール、通話、ミーティング、メモなどを1つの明確な要約にまとめ、重要なポイント、過去の話し合いの要点、結果、次のステップを表示することで、日常的な課題に対処します。 Ziaの強みは、単なる要約にとどまらず、内容の解釈も行える点です。やりとりの要約では、顧客との会話に潜む遅延、フォローアップ漏れ、約束、期限、感情、意図を特定します。

    • Recent post analytics not very useful

      Hi, I'm enjoying some aspects of the Zoho Social. like being able to schedule posts to multiple channels. However, the recent posts analytics is disappointing. For example, I put up a reel on Instagram and Facebook yesterday. Instagram insights shows

    • What happens to the files created by user, whose account is deleted.

      Hello, I created a folder in the My folders names "Quote" I shared the same with my colleague. She created some files and folders in that folder over the period of 1 and half year. Now she left company, and I deleted her account from Zoho. What happens

    • Internal Error When Accessing Team Inbox.

      All our users are seeing this error in teaminbox. Because its a critical tool kindly resolve this issue ASAP.

    • Sharing URLs and direct access

      Hello, I am storing my team's email signature images on Workdrive. I am creating a public image download share and adding “?directDownload=true” so that the image can be accessed without the Workdrive interface. A few questions: 1) Can we generate friendly

    • Zoho Mail Android app update: Calendar enhancements

      Hello everyone! In the most recent version of the Zoho Mail Android app update, we have introduced various new enhancements for the calendar module. Let's explore what's new. Drag and drop events to update the date and time We have enhanced the calendar

    • Enhance Delay Configuration in Zoho Flow

      Dear Zoho Flow Support Team, We are writing to request an improvement to the delay configuration process within Zoho Flow. Currently, users are required to manually enter the exact delay duration (e.g., "2 days") in the delay block. This can be time-consuming

    • Next Page