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

    • Invoice status on write-off is "Paid" - how do I change this to "Written off"

      HI guys, I want to write off a couple of outstanding invoices, but when I do this, the status of the invoices shows as "Paid". Clearly this is not the case and I need to be able to see that they are written off in the customer's history. Is there a way

    • Establishing new Zoho email account on laptop

      Good Morning: I am very long time Outlook business user and decided to try your email service last night and had established an account. I am trying to verify my account; how do I establish my Zoho email account on my laptop? I opened the account with

    • unable to send message reason 550 5.4.6 unusual sending activity

      My email account can't send message. It shows unable to send message reason 550 5.4.6 unusual sending activity detected

    • how to add email to existing organization i w

      I am already registered my organization and i have an email id. I need one more email id but i can't find anywhere .i want the cheapest email id . how to add ?

    • e-mail bloqueado

      Estou com meu e-mail lucas@peplus.me bloqueado, preciso desbloquear para retorno de usos em minhas atividades.

    • zoho labels api not working

      We're using n8n to automte email reply using zoho api. I'm facing issue with label api. I added the required scopes but its not working. i followed zoho api documentation but didn't work. also, where do i find/how do i create zoho oauth token mentioneeed

    • Desk DMARC forwarding failure for some senders

      I am not receiving important emails into Desk, because of DMARC errors. Here's what's happening: 1. email is sent from customer e.g. john@doe.com, to my email address, e.g info@acme.com 2. email is delivered successfully to info@acme.com (a shared inbox

    • Streams/Shared email doesn't show up in windows trident app. It works fine on MAC. Is there any difference between 2 install ?

      I can see streams/share email boxs on my MAC version of trident app but i can't see them in windows version of trident app. Is there any difference between 2 install? I try to find setting but not able to see any setting to add stream/share email boxes.

    • add zoho account

      How to add a zoho mail to previous zoho account? I have two

    • Zoho Desk Mobile App Year-End Roundup - 2025

      Dear Zoho Desk users, Greetings! As you gear up for the festive season, we are excited to share a quick journey into all that is released in 2025! Zia's generative AI capabilities Zia insights can be highly beneficial in helping agents manage daily support

    • Narrative 17: The role of Zia AI in customer support

      Behind the scenes of a successful ticketing system: BTS Series Narrative 17: The role of Zia AI in customer support Overview Zia in Zoho Desk is a layered AI assistant that combines generative AI, prediction, and automation to support agents, automate

    • Domain Transaction

      I have purchased a domain name called trainedworkforce.co.in I made the payment got the receipt but the domain is still not purchased after successful transaction .

    • Ability to Set a Unified Tab Order/View for All Users in Zoho Projects

      Hello Zoho Projects Team, We hope you are doing well. We would like to submit a feature request regarding tab/menu organization in Zoho Projects. Current Behavior: The tab (module) order in Zoho Projects is user-specific. Each user (internal or external)

    • Zohomail - The "All Messages" vs "In Box"

      Why do some new email message appear under the all messages view but not in my inbox? That's really annoying but to be fair I've experienced the same with gmail.

    • error while listing mails

      I can't access email in any of my folders: Oops, an error occurred - retry produces the second error response: error while listing mails (cannot parse null string). I've signed in and out of Zoho, restarted my iMac.

    • Introducing the Zoho Projects Learning Space

      Every product has its learning curve, and sometimes having a guided path makes the learning experience smoother. With that goal, we introduce a dedicated learning space for Zoho Projects, a platform where you can explore lessons, learn at your own pace,

    • Where to show Customization Field ?

      Dear Sir, I have made some New Field in Item Field Customisation. Now I don't require that field in Estimate, Sales Orders etc. I just wants that field in Sales Invoice to Show/Hide... Is that possible ?

    • Zoho Desk 2025 round-up: Key highlights on feature releases

      Hello everyone, As we gear up for 2026, here is a detailed round-up of all feature releases in Zoho Desk web throughout the year. For consolidated information on releases check out the What’s New page You can also watch these webinars. Zia in web Zia

    • Print Sales Orders, Purchase Orders or Invoices from API

      Hello, Is it possible to use the print option that is available in Sales Orders Purchase Orders and Invoices with the API?. I don't see any information in the docs about this. Thanks

    • How to show a hided report??

      in CRM Report , I clicked Hide incidently , how to show the floder again? Nowhere I can find the hided report floder...

    • Converting Customer Invoice to Purchase Bill

      Hi, In my service-based business, I sometimes create the customer invoice first, and later I receive the purchase bill from the vendor for the same job. Is there any option in Zoho Books to: Convert a customer invoice into a purchase bill, or Link/associate

    • Email tracking inquiry

      I am trying to track when my emails are opened and clicked like I previously did in HubSpot. HubSpot pretty much did the entire process automatically. After digging through, I finally found in settings --> emails --> BCC Dropbox there is an email I can

    • Mass Update of Lookup Fields not possible

      Hello List I've created a custom field for Leads and Contacts 'Current Campaign'. This is very Handy as I can filter leads and then related them to a campaign. Everything ready, but then I realized that mass update doesn't work for lookup fields... a

    • Collapsible Sections & Section Navigation Needed

      The flexibility of Zoho CRM has expanded greatly in the last few years, to the point that a leads module is now permissible to contain up to 350 fields. We don't use that many, but we are using 168 fields which are broken apart into 18 different sections.

    • Download Attached Files

      Hi everyone, Brand new to Zoho Creator.  I have a form with a subform. The subform has a field for "File Upload"   I have this in a subform to allow multiple files to be uploaded to the parent form. Once the files are uploaded, how can i download or view them?   Is this a setting I am just not seeing? If there isn't a way to download them, could i create another form field that dynamically creates the file's URL?  That way a user can click the URL to get to the file? Any help with this would be greatly

    • Ticket layout based on field or contact

      Hi! I want to support the following use-case: we are delivering custom IT solutions to different accounts we have, thus our ticket layouts, fields and languages (priority, status field values should be Hungarian) will be different. How should I setup

    • No funcionan correctamente el calculo de las horas laborales para informe de tickets

      Hola, estoy intentando sacar estadísticas de tiempo de primera respuesta y resolución en horario laboral de mis tickets, pero el calculo de horas en horario laboral no funciona correctamente cree los horarios con los feriados : Ajusté los acuerdos de

    • Zoho Mail Android app update: Set out of office response exclusively for organization members and external users, response interval

      Hello everyone! We have now introduced an option to configure out of office messages exclusively for organization members and external users within the Zoho Mail app. Additionally, now you can also customize response intervals for the Out of office messages.

    • Feature Request: Detailed View - Related Block Links!

      Desperately need a view record link option on records displaying in the related blocks on a Detail View. For the love of god, please add this feature. Thank you!

    • Sub-Form Padding in CSV Export

      Hi, When you use the Sub-Form, and for example you have a Date Field on the Main Page, then Option 1 and Option 2 fields on the Subform, when you export this to CSV the Date column will only have the Date in 1 row, the first row, it would be nice to pad

    • Dependent / Dynamic DropDown in ZohoSheets

      Has anyone figured out a way to create a Dropdown, the values of which is dependent on Values entered in the other cell ?

    • How do I change the order of fields in the new Task screen?

      I have gone into the Task module layout, and moving the fields around does not seem to move them in the Create Task screen. Screenshot below. I have a field (Description) that we want to use frequently, but it is inconveniently placed within the More

    • Zoho → ShipStation Integration – Sales Order–Driven Fulfilment Workflow

      Hello All, I’m reaching out to explore the best way to integrate a shipping tool into our inventory which will speed our process up. We are looking to integrate ShipStation into our existing order-to-fulfilment workflow, as we’re keen to standardise on

    • IA ou je peux trouver comment utiliser IA

      Je voudrais utiliser IA dans l'interface zoho pour m'aider quand j'ai des questions de rôle partage ou autre configuration d'automatisation, j'utiliser ChatGPT externe mais il ne connait pas toujours l'interface zoho et les réponses sont parfois longue

    • Data Processing Basis

      Hi, Is there a way to automate the data processing for a candidate every time an application arrives from job boards, without requiring manual intervention? That is, to automatically acquire consent for data processing. I've seen a workflow that allows

    • Disable Zoho Inventory Tracking / Delink Zoho Books & Inventory

      We have integrated zoho inventory with zoho books? Now after a long time, we want to disable inventory tracking and delink these 2 modules. Zoho says we cant do it. Anybody else going thru the same ? Any possibility at all? Why does zoho not allow to

    • Zoho vault instal on windows

      I am trying to use Zoho Vault Desktop for Windows, but I am unable to complete the sign-in process. Problem description After logging in to my Zoho account and clicking Accept on the authorization page, nothing happens. The application does not proceed

    • ZOHO GLITCHES

      Ok, you guys have done a great job at building a platform that has the potential to surmount the competition but these glitches are becoming more than frustrating! This is beyond annoying, I'm trying draft lawsuits and type up privacy and refund policies

    • Notification to customers when I use a Zoho function

      Hi all, I tried searching the community but couldn't find anything about it. I noticed that the customer receives the notification of reopening the old ticket but does not receive the notification of opening a new ticket when I use the function: "separate

    • Date Filters in Zoho Desk Dashboard

      Hello Team, Currently, in the Zoho Desk dashboard, the date filter is available only for daily, weekly, and monthly views. Could we also add a yearly date filter to allow filtering by an entire year? Additionally, in the custom date filter, it is currently

    • Next Page