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

    • Timeline Tracker

      Hi Team, I am currently using Zoho Creator – Blueprint Workflows, and I would like to know if there is a way to track a timeline of the approval process within a Blueprint. Specifically, I am looking for details such as: Who submitted the record Who clicked

    • Primary / Other Billing Contacts

      If you add an additional contact to a Zoho Billing Customer record, and then mark this new contact as the primary contact, will both the new primary and old primary still receive notifications? Can you stop notifications from going to the additional contacts

    • Is it possible to enforce a single default task for all users in a Zoho Projects ?

      In Zoho Projects, the Tasks module provides multiple views, including List, Gantt, and Kanban. Additionally, users can create and switch to their own custom views. During project review meetings, this flexibility creates confusion because different users

    • [Free Webinar] Zoho Creator webinars - Learning Table and Creator Tech Connect Series in 2026

      Hello everyone, Wishing you all a wonderful new year! May 2026 and the years ahead bring more opportunities, growth, and learning your way 🙂 We’re excited to kick off the 2026 edition of the Learning Table Series and Creator Tech Connect Series ! Learning

    • Reply and react to comments

      Hi everyone! We're excited to bring to you a couple of new features that'll make your sprint process simpler. A cloud application brings with it an array of social media features that can be efficiently used in your organizational setup. As an agile scrum

    • Module Customisation - Lookup function not available

      Good evening, Within my business, I can have multiple customers, who have multiple mobile assets. When I set these assets up, I enter information such as vehicle registration, Vehicle identification number (VIN), Unit number, YOM, in addition to others.

    • zoho click, and nord VPN

      Unfortunately, we've been having problems with Zoho Click, where essentially the line cuts off after about a minute's worth of conversation every time we are on VPN. Is there a way we can change this within the settings so it does not cut the line off

    • Zoho Calender

      a) does the clanender in zoho project allow you to see the name of the event in the celnder view, it currently says either "Task (1) or "Milestoen (1)" b) Alternatively does the calender in Zoho project integrate with zoho calender?

    • Matching ZOHO Payments in Banking

      Our company has recently integrated ZOHO Payments into our system. This seemed really convenient at first because our customers could pay their account balance by clicking on a link imbedded in the emailed invoice. Unfortunately, we can't figure out how

    • New Enhancements to Zoho CRM and Zoho Creator Integration

      Hello Everyone, We’ve rolled out enhancements to the Zoho Creator and Zoho CRM integration to align with recent updates made to the Zoho Creator platform. With enhancements to both the UI and functionality, This update also tightens access control by

    • Work Type - Limitation

      Hello, I'm setting up work types and have noticed, a limitation on the parts area to 10 lines. Can this be increased to 20 or greater? In addition to this, when I attempt to add the work type to a work order, the correct labour hours doesn't flow through.

    • Locked out of MFA due to changing phones

      I have been locked out of my Zoho Books account since i changed my mobile phone over. I can get the OTP through the ZOHO Books software but i cant confirm using my phone app as nothing appears to authorise. I need to know how to register/set up my new

    • Emails sent through Bigin are not posting in IMAP Sent folder

      I have set up my email to work from within Bigin using IMAP.  I am using IMAP so I can sync my email across multiple devices - phone / laptop / desktop / iPad / etc.  I want all my emails to populate my email client (outlook & iphone email) whether or

    • Turning the page for Zoho SalesIQ: 2025 to 2026

      As we wrap up 2025, we would like to take a moment to reflect on what we set out to achieve this year, what we’ve delivered, and where we’re headed next. What we focused on in 2025 This year was all about strengthening the core of engagement and AI, making

    • Temporary Outage in Zoho Cliq Affecting US Users – July 23, 2025

      We experienced a service disruption in Zoho Cliq that impacted core functionality for users in the US region. The issue occurred between Jul 23, 2025, 06:54:00 PM IST and 07:13:13 PM IST, lasting approximately 19 minutes. To restore service stability,

    • Zoho Cliq not working on airplanes

      Hi, My team and I have been having this constant issue of cliq not working when connected to an airplane's wifi. Is there a reason for this? We have tried on different Airlines and it doesn't work on any of them. We need assistance here since we are constantly

    • Create an Eye-Catching Announcement Widget for Your Help Center

      Hello Everyone! In this week’s edition, let’s explore how to keep your customers updated with exciting news in the Help Center. See how ZylkerMobile wowed their customers by bringing updates right to their portal. ZylkerMobile, the renowned brand for

    • Customer Management: #6 Common Mistakes in Customer Handling

      Managing customers doesn't usually fall apart overnight. More often, slight gaps in the process slowly become bigger problems. Incidents like missed follow-ups, billing confusion, and unhappy customers will lead to revenue loss. Many businesses don't

    • Zoho Desk iOS app update: UI enhancement of picklist and multi picklist fields

      Hello everyone! We have enhanced the UI of the picklist and multiselect picklist fields on the Zoho Desk iOS app to provide a more refined, efficient, and user-friendly experience. We have now supported an option to Search within the picklist and multiselect

    • Zoho Desk iOS app update: Revamped scribbles with Apple pencil kit

      Hello everyone! We’re excited to introduce a revamped Scribble experience, rebuilt from the ground up using Apple PencilKit for smooth strokes, proper scaling, and seamless image uploads. Please update the app to the latest version directly from the App

    • Zoho Desk Android app update: Norwegian language support

      Hello everyone! In the most recent Android version of the Zoho Desk app update, we have brought in support to access the app in Norwegian language. We have introduced the Norwegian language on the IM module of the Zoho Desk app as well. Please update

    • Payment Vouchers

      Is there any Payment Vouchers in Zoho? How can we create payment for non-trade vendors, i.e. professional fees, rent, and payment to commissioner income tax?

    • When I click on PDF/PRINT it makes the invoice half size

      When I click PDF / Print for my invoice in Zoho Books, the generated PDF appears at half size — everything is scaled down, including the logo, text, and layout. The content does not fill the page as it should. Could someone advise what causes Zoho Books

    • Search by contain letter in a column

      Hello, everyone I need a filter function that searches by letter in a cell, and it should be a macro. To clarify further, if I have a column with several names and I chose a search cell and what I want is search by a single letter, for example, "a" then

    • Can add a colum to the left of the item in Zoho Books?

      I would need to add a column to the left of the item column in Books. When i create custom fields, i can only display them to the right of the item.

    • AI Bot and Advanced Automation for WhatsApp

      Most small businesses "live" on WhatsApp, and while Bigin’s current integration is helpful, users need more automation to keep up with volume. We are requesting features based on our customer Feedbacks AI Bot: For auto-replying to FAQs. Keyword Triggers:

    • 2025 Ask the Experts sessions wrap-up : Key highlights from the experts

      Here is a rewind journey of our Ask the Experts (ATE) Sessions, where we brought you expert insights and practical best practices together in one place. This recap highlights the key takeaways, learnings, and best practices from all these sessions so

    • How to disable the edit option in subform

      How to disable the edit option in subform

    • Move record from one custom module to another custom module

      Is it possible to create a button or custom field that will transfer a record from one custom module to another? I already have the 'Leads' module used for the Sr. Sales department, once the deal is closed they convert it to the 'Accounts' module. I would like to create a 'Convert' button for a custom module ('Locations') for the department that finds locations for each account. Once the location is secured, I want to move the record to another custom module called 'Secured Locations'. It's basically

    • Notes Not Saving

      Hello,  My notes are continuously not saving.  I make sure to save them, I know the process to save them.  It is not operator error.  I go back into a Leads profile a while later and do not see the previous notes that I have made.  I then have to go back and do unnecessary research that would have been in the notes in the first place.  Not a good experience and it is frustrating.  Slows me down and makes me do unnecessary work.  Please resolve.   As a quick heads up, deleting cookies is not a fix

    • Prefill form with CRM/Campaigns

      I created a form in zForms and created prefill fields. I added this to the CRM and selected the fields so when sending from the CRM, the form works great. However, I want to use the same form in Campaigns and I want it to pull the data from CRM (which

    • Triggering a campaign automation from a Form

      I used Forms to create a lead form that is accessed by a button on my website. The field information flows into the CRM. However, I am trying to figure out how to use Campaign automations to start a workflow (series of campaign emails) that is triggered

    • Employee Appraisal Applicability - Why is Date of Joining Hard-Coded?

      In the new (to me, at least) Performance Appraisal Cycle wizard, it's possible to set criteria to determine for whom the appraisal process should apply. This makes sense on its face. However, one MUST use the Date of Joining criterion as a filter. Why

    • Formula fields

      Zoho People now supports formula fields. This post illustrates it. Formula fields are fields whose value is calculated instead of being entered by the user. Using this, number, decimal and date manipulations can be done. The value of this field could be numeric or date depending on the output of the formula. In date manipulations, the result will be given in milliseconds, which you can format as per you need. The operators we support are +, - , *, /. Formula fields get recalculated automatically

    • Zobot operator information

      I am working on a zobot that calls a plug to send data to our API. I want the response data from that API to be shown only to the operator and not the customer. I have tried writing this data out to the visitorCity field but nothing gets updated on the

    • Copy paste from word document deletes random spaces

      Hello Dear Zoho Team, When copying from a word document into Notebook, often I face a problem of the program deleting random spaces between words, the document become terribly faulty, eventhough it is perfect in its original source document (and without

    • Is it possible to use module field filters via URL parameters?

      It would be really convenient if I could quickly link to a filter. For reference, this is the filter functionality I'm referring to: https://help.zoho.com/portal/en/kb/crm/customize-crm-account/advanced-filters/articles/advanced-filters For example: My

    • Transitioning FESCO Bill Project to Zoho Sheets and Integration Options

      Hello Zoho Support, I'm considering transitioning my FESCO bill project from Google Sheets to Zoho Sheets and wanted to know if there are integration options to seamlessly migrate our existing work. You can view our platform here, any guidance would be

    • Credit card

      Coming from another software, is it possible here to typically have credit card payment off, but independently per customer, click a box (possibly on the invoice when I go to to send) allowing that 1 allowed customer credit card payment, NOT ALL of my

    • Lightbox Pop-up form

      I would like to embed my form using the lightbox pop up. I don't want it to load automatically. I want it to load when some clicks the button. I can see this option, however when I use the "show pop-up launch button" on the website, the button automatically

    • Next Page