Accessibility in Zoho CRM: Not just a feature—a way to empower

Accessibility in Zoho CRM: Not just a feature—a way to empower

For instructions on setting up these controls, please check this help document: Configuring accessibility controls.
Hello everyone,

Today (December 3, 2024), on the International Day of Persons with Disabilities, we begin our journey towards a CRM that empowers everyone. This first step makes it possible for more users of all abilities to do their best work in Zoho CRM.

But this is only the start.

We need your support and feedback as we work towards a future of inclusive tools, businesses, and communities where no one's excluded. We invite you to watch the video below for a quick overview of our first update:


What is accessibility, and why does it matter in Zoho CRM?

CRM and other business software tools are deeply woven into our work lives, and the experience of using them often drifts out of focus as we navigate through the interfaces, analyze data, and take action. But for users with disabilities, the experience is quite different.

Just as people who use wheelchairs face unique challenges in navigating through physical spaces, users with disabilities often experience business software tools as spaces filled with obstacles. User interfaces are often crowded with visual elements that make navigation difficult. Every click and every form demands attention and effort, and information is often presented in ways that not everyone can easily perceive. And the list of challenges goes on.

When accessibility is not built into business software like Zoho CRM, it unintentionally amplifies barriers instead of empowering users to work without limits.

Accessibility is the removal of these barriers. It helps everyone use products, services, devices, or environments and benefit from them. Even seemingly small changes can make a big difference for many users. For example:
  • Reading tiny text is challenging, especially for those with visual impairments and older individuals. Adjusting font sizes can greatly enhance readability for all.
  • Color is commonly used to indicate important information. For instance, green for enabled switches or red for mandatory fields. Having this information available by other means (text, symbols, and so on) helps users with color vision impairments.
  • Users who can't use a mouse often use keyboards instead. Providing full keyboard access to the CRM and the option to skip sections expands navigation for all users.

Accessibility in Zoho CRM

For the millions of users who rely on Zoho CRM daily—especially those with disabilities—accessibility controls give them the tools they deserve to achieve what they're capable of.

Just as businesses can customize our CRM to meet their specific requirements, individual users can leverage 18 accessibility controls to accommodate their unique needs. They no longer have to deal with a "standard" CRM that only works for users without disabilities. Instead, they can perform all their tasks with ease in a CRM that can be configured to match their unique needs.

Accessibility controls

Our accessibility controls are designed to support users with vision impairments, motor disabilities, and those who could benefit from enhanced interaction options. You can access these via Setup > General > Personal Settings > Accessibility. You can access certain controls using the Accessibility shortcut, located in the toolbar at the bottom. Let's look at each set of controls.

Vision

  • Screen reader support: Users who are blind or have visual impairments rely on screen readers to complete tasks. Zoho CRM now supports popular screen readers by default, allowing for better understanding and navigation. Users can also enhance their experience by enabling standard navigation order and ARIA landmarks.
    A user goes through a list of contacts in the CRM using a screen reader.
  • Zoom support: Users with vision impairment often need to zoom into parts of the interface to perceive details. Zoho CRM now supports browsers' zoom features by default. Users can zoom up to 150% without disrupting the interface's cohesion.
    A user zooms into a record detail page. The CRM's UI does not lose its structure at any point.
  • Adjustable font size and spacing: Text is crucial in CRM interfaces and affects user experience. Preferences for text size vary, with those with low vision preferring larger text and those with higher visual acuity preferring smaller text. Users can easily adjust font size for better readability, eliminating the need to zoom in.
    A user uses the live preview option to increase the font size.

    Similarly, users can adjust spacing to make text easier to read.
    A user uses the live preview option to increase spacing. The text is much more legible now.
  • Magnify text on hover: At times, we may have no trouble with most text elements but face challenges with certain ones. In such cases, users can use this option to zoom-on-demand. Simply press the alt (Windows) or option (Mac) key to enlarge difficult-to-read text elements.
    A user hovers over certain elements to get an enlarged view. This is done in a deal module kanban view.
  • Motion control: Although animations can enhance an interface's appeal, they can also be distracting and uncomfortable for users, especially after extended use. In fact, excessive animations may even induce dizziness and nausea in individuals with vestibular impairments. Accordingly, users now have the option to reduce animations for a distraction-free experience that's easy on the eyes.
    A popup smoothly opens from the bottom toolbar. With the motion control enabled, it appears immediately without the smooth motion.
  • Switch labels: Toggle switches generally use color to indicate their state, such as green to indicate a toggle is enabled. This can be a barrier for users with color vision impairments. With this option enabled, users can quickly determine the state of a switch in Zoho CRM, as shown below:

  • Strikethrough disabled buttons: Disabled buttons are grayed out like toggle switches, but this can be difficult to distinguish for users with color vision impairment. Enabling a strikethrough cue makes it easier for users to identify these buttons, as shown in the example below:
    Disabled buttons have multiple lines running through them from the top-right to the bottom left.
  • Form display mode: Filling out forms can be difficult for users with disabilities, as it can require zooming in, scrolling, and tabbing through fields. To make it easier, users can enable the form display mode, which users can use to shrink a form down to its mandatory fields, fill them out, and then move on to the next task.

  • Mandatory field appearance: To save records, users often have to deal with mandatory fields, which are typically marked with red accent lines. However, this can be problematic for those with color vision challenges. Thankfully, users can now personalize the presentation of mandatory fields, such as by denoting them with an asterisk or a "Required" label.

  • Custom error message display: Forms can pose a challenge for users with color vision impairment, particularly when it comes to error messages. These messages are typically displayed in red, but this may not be visible for those with color blindness. To address this, users can now select a more accessible color and even include an error icon for easier identification.
    Error messages  for two fields are displayed with an icon and an accessible color.
  • Flashing screens for notifications: It's easy to miss notifications in Zoho CRM in certain cases. For example, a user with low vision may be working with a zoomed-in view, which may keep the notification signal out of sight. To address this, users can enable this option, which causes the screen to flash twice when they receive a notification.
    The screen flashes in a yellow shade when the user previews the flash screen option.
  • ARIA landmarks: Users without low vision can perceive an interface's structure at a glance and navigate directly to the section they want. This isn't always the case for users accessing Zoho CRM with assistive technology like screen readers. To help them perceive and navigate the interface easily, they can enable ARIA landmarks, which help them understand the page quickly and skip to the sections they need to get their work done.
    User skips to a section in the home page usig ARIA landmarks. The different sections on the home page are clearly marked in boxes with accessible colors and labels.

Motor

  • Keyboard shortcuts: Many users with and without disabilities prefer using their keyboards to navigate around the CRM and take actions. They can create and use keyboard shortcuts for frequently performed actions. This option has already been released and will now be moved under the Accessibility tab.

  • Zia voice assistant: Some users may not be able to use a mouse or a keyboard. An example would be users with severe motor impairments. We now offer our built-in Zia Voice Assistant to assist such users in navigating Zoho CRM and completing their tasks. After you've enabled this option, press Control + Z + V or click the microphone icon in the bottom bar and start telling Zia what to do. Please note that only English language voice commands are supported for now; it isn't yet available in CN, SA, or JP DCs.
    A user speaks to Zia Voice Assistant to open a lead record and click the Edit button within it.

Interaction

  • Reading focus: The CRM interface is often packed with information so as to present an all-in-one view, but this can be overwhelming for users who are easily distracted. Reading focus enables them to block out distractions and focus solely on the area around their cursor.
    A user has enabled reading focus. Most the of screen is masked except a small rectangular box around the cursor. This box moves as the user moves the cursor.
  • Underline links: Links are important for navigating Zoho CRM, but it's crucial to distinguish them from regular text. This is usually done through color, which can be problematic for users with color vision impairment. In such cases, they can have links underlined for easy identification.
    In a list of tasks, the Task name and the contact name are underlined to show that they are links to records. Other elements like status and priority are not underlined to indicate that they are not links.
  • Standard navigation order: For users navigating the CRM with a screen reader and a keyboard, this option ensures that navigation starts from the first DOM element and proceeds in a consistent pattern (from top to bottom, left to right, and without skipping any elements).

Achieving WCAG 2.2 Level AA compliance: A major step towards inclusive accessibility
The Web Content Accessibility Guidelines (WCAG) are a globally recognized framework of recommendations designed to enhance web accessibility. With our accessibility controls in place, we're happy to announce that we're compliant with WCAG 2.2. Level AA.
Note: For the following features, full compatibility is currently limited to the home page, custom view, and standard record view for create, edit, clone, and details pages:
  • Screen reader
  • Zoom
  • Custom error message display
  • ARIA Landmark
  • Standard navigation order
For the following features, full compatibility is currently limited to the standard record view of create, edit, clone, and details pages:
  • Form display mode
  • Mandatory field display
We encourage you to do the following:
  • Explore: Familiarize yourself with the new accessibility controls and let us know what works and what doesn't.
  • Share: Inform your teams and peers about these enhancements.
  • Support: Assist others in customizing their settings for the best experience.
Availability
Release plan: Soon, we'll be rolling out accessibility controls in a phased manner for all customers.

[13 Jan 2025] Accessibility controls are now available to all users in all DCs.

Editions: All
DCs: All
To learn more about these controls, please refer this help document: Configuring Accessibility Controls.
Accessibility is a moving target, and we need your help to ensure that we're constantly moving towards it. Please spread the word and share your feedback.

    Access your files securely from anywhere







                            Zoho Developer Community




                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                  • Ask the Experts





                                                            Manage your brands on social media



                                                                  Zoho TeamInbox Resources



                                                                      Zoho CRM Plus Resources

                                                                        Zoho Books Resources


                                                                          Zoho Subscriptions Resources

                                                                            Zoho Projects Resources


                                                                              Zoho Sprints Resources


                                                                                Qntrl Resources


                                                                                  Zoho Creator Resources



                                                                                      Zoho CRM Resources

                                                                                      • CRM Community Learning Series

                                                                                        CRM Community Learning Series


                                                                                      • Kaizen

                                                                                        Kaizen

                                                                                      • Functions

                                                                                        Functions

                                                                                      • Meetups

                                                                                        Meetups

                                                                                      • Kbase

                                                                                        Kbase

                                                                                      • Resources

                                                                                        Resources

                                                                                      • Digest

                                                                                        Digest

                                                                                      • CRM Marketplace

                                                                                        CRM Marketplace

                                                                                      • MVP Corner

                                                                                        MVP Corner









                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now


                                                                                            Zoho Show Resources

                                                                                              Zoho Writer

                                                                                              Get Started. Write Away!

                                                                                              Writer is a powerful online word processor, designed for collaborative work.

                                                                                                Zoho CRM コンテンツ



                                                                                                  Nederlandse Hulpbronnen


                                                                                                      ご検討中の方




                                                                                                              • Recent Topics

                                                                                                              • Designing a practical Zoho setup for a small business: lessons from a real implementation

                                                                                                                I recently finished setting up a Zoho-based operating system for a small but growing consumer beauty business (GlowAtHomeBeauty), and I wanted to share a practical takeaway for other founders and implementers. The business wasn’t failing because of lack
                                                                                                              • Link Purchase Order to Deal

                                                                                                                Zoho Books directly syncs with contacts, vendors and products in Zoho CRM including field mapping. Is there any way to associate vendor purchase orders with deals, so that we can calculate our profit margin for each deal with connected sales invoices
                                                                                                              • Projects custom colors replaced by default orange

                                                                                                                Since yesterday, projects uploaded to Zoho, to which I had assigned a custom color, have lost the customization and reverted to the default color (orange). Has anyone else had the same problem? If so, how did you resolve it?
                                                                                                              • Interview booked through Invite but no Notifications

                                                                                                                We have a workflow that was developed through a developer/partner that was tested and worked. Today, we pushed a candidate through the process and invited them to an in-office interview. They were sent the booking link (as usual and as tested before successfully)
                                                                                                              • WebDAV support

                                                                                                                I need WebDAV support so that I can upload/download (and modify) documents from my local file system. Is anything planned in his direction?
                                                                                                              • Automatiser la gestion des SLA dans Zoho Desk avec Zoho Contracts

                                                                                                                Les équipes du service client s’efforcent d’assurer un support rapide, régulier et fiable pour garantir la satisfaction de chaque client. Les accords de niveau de service (SLA) permettent de clarifier les engagements en définissant les termes et conditions
                                                                                                              • iOS App doesn't refresh for Document Creation

                                                                                                                Hello Zoho team, I have created a workflow to be used on a mobile iOS device which starts in Zoho Creater and ends with a murge and store function that then opens the newly created document within the Zoho Writer app. This process is working great however
                                                                                                              • Uploading a signed template from Sign to Creator

                                                                                                                Good day, Please help me on how to load a signed document back into Creator after the process has been completed in Sign. Below is the code that I am trying, pdfFile = response.toFile("SignedDocument_4901354000000372029.pdf"); info pdfFile; // Attach
                                                                                                              • Zoho DataPrep and File Pattern configuration

                                                                                                                I'm using Zoho data prep to ingest data from One Drive into Zoho Analytics... The pipeline is super simple but I can't any way to get all the files that I need. Basically I need to bring all the files with a certain pattern and for that I'm using a regex
                                                                                                              • Assistance needed: Activation of a domain

                                                                                                                Hello Zoho Support, I purchased the .com domain "primesolva.com" via Zoho 6 days ago. The domain is still pending, and I cannot access the DNS panel to add the TXT verification for domain ownership. Please confirm the registration status and help me activate
                                                                                                              • Operation not permitted

                                                                                                                I am trying to add an email address to the list of user but I am getting error Operation not permitted
                                                                                                              • Request to Permanently Delete Email User (info@mehbobgulf.com ) from Old Organization

                                                                                                                Please permanently delete the user email info@mehbobgulf.com It is still associated with my old Zoho organization. I cannot delete it because it shows ‘You cannot delete email. Zoho host’. I need to use this email in a new Zoho account.”
                                                                                                              • Client host [89.36.170.5] blocked using Spamhaus

                                                                                                                Hello please make make actions for delist ..... "Client host [89.36.170.5] blocked using Spamhaus"
                                                                                                              • Suggestion: Option to Re-run a migration

                                                                                                                As I'm going through a migration process, I like the IMAP migration tool, but it would be better if there were an option to re-run the same migration as configured. There's not even an option to copy/edit one that's already there. Just run if it hasn't
                                                                                                              • Issue with "Add Your Mobile Number"

                                                                                                                Hello, I am trying to sign up for email service for a domain name, and I cannot finish the authentication. When I enter my mobile number, I receive the message "We’re unable to send OTP to this mobile number. Please contact support-as@zohocorp.com". I
                                                                                                              • zoho mail non vérifié

                                                                                                                Bonjour, Il y'a un jour que j'ai acheté un domaine et toute les tentatives pour l'associé a mon compte shopify son vaine. j'ai essayé TXT sans suite après, j'ai essayer avec CNAME sans suite. j'aurais besoin de votre assistance pour associé mon mail.
                                                                                                              • Unable to send message;Reason:553 Relaying disallowed. Invalid Domain

                                                                                                                i have facing the issue "Unable to send message;Reason:553 Relaying disallowed. Invalid Domain" if i verify domain evertthing i did but still face the same error.
                                                                                                              • ZohoMail is so close to being Perfect BUT

                                                                                                                Why don’t you have HILIGHTING???!! I've been trying to find a substitute for Edison Mail but I want & need hilighting (preferably in more than just yellow)! Is this even on your To Do list? I’m so disappointed. 🙄
                                                                                                              • Override Auto Number field?

                                                                                                                We are preparing to migrate from Salesforce. In Salesforce, we auto-generate a unique number on our Opportunities (Potentials). If the Opportunity results in a contract, we use that unique number as the Contract number. There are some situations where
                                                                                                              • Using a third party service provider want to move directly with Zoho

                                                                                                                Hi good day I’m currently using Zoho but I’m using a third party service provider I want to move directly with you guys I’m using Zoho email and invoices and my domain please let me know if it’s possible to move away from the third party provider my email
                                                                                                              • Request for Assistance Regarding Email Sending Issue (554 5.1.8 - Email Outgoing Blocked)

                                                                                                                Dear Zoho Support Team, I hope this message finds you well. I am writing to request assistance with an issue we are currently facing regarding our Zoho Mail account. Our email account, admin@tuyensinhcanuoc.com, is encountering the following error when
                                                                                                              • Zoho Mail API returns empty inbox (0 messages) but webmail shows 37 unread emails

                                                                                                                Hello, I'm experiencing a discrepancy between Zoho Webmail and the Mail API (EU region). **Setup:** - Account: EU datacenter (mail.zoho.eu) - API: Self Client OAuth2 via api-console.zoho.eu - Scopes: ZohoMail.messages.READ, ZohoMail.messages.UPDATE, ZohoMail.folders.READ,
                                                                                                              • Zoho Mail not working

                                                                                                                Zoho Mail not working
                                                                                                              • ShipStation and Zoho Inventory

                                                                                                                Hello, I am looking to sync zoho inventory with shipstation ZOHO INVENTORY           SHIP STATION Sales Order  ==>  create ORDERS INVOICE  <==    Shipments What exactly does BETA mean on the Shipstation connector?  This is required for me to sign-on in the next month. Thanks in advance for your efforts
                                                                                                              • 550 5.4.6 Unusual sending activity detected. Please try after sometime

                                                                                                                Hi, I am receiving this error message when trying to send my emails. The only reason I can think why this is happening is my previous two emails were bounced back to me due to a non working mailbox error. I have followed the online links for unblocking but it says there are no blocks on my account. How and when can I get my email working again to send emails? Thanks,
                                                                                                              • E

                                                                                                                We are trying to add our Zoho Form embed in our Elementor Page Builder. After adding Zoho Forms widget in elementor page builder it’s displaying in backend page builder but it’s giving 403 error while trying to save, as it’s not reflecting in front end.
                                                                                                              • Formatting Problem | Export to Zoho Sheet View

                                                                                                                When I export data to Zoho Sheet View, ID columns are automatically formatted as scientific notation. Reformatting them to text changes the actual ID values. For example, 6557000335603071 becomes 6557000335603070. I have attached screenshots showing this
                                                                                                              • Connecting Zoho Inventory to ShipStation

                                                                                                                we are looking for someone to help connect via API shipStation with Zoho inventory. Any ideas? Thanks. Uri
                                                                                                              • custom module import.

                                                                                                                Is there a way to import data into a custom module? Thanks Rudy
                                                                                                              • HEIC File Type Viewer

                                                                                                                Hi, It would be nice to be able to click on the images in the All Entries/Reports Tables which are HEIC the same as JPG, PNG, etc. so they open in a viewer from Zoho or the Attachment Service, today HEIC requires you to download each image and open it
                                                                                                              • Building Toppings #4 - Setting up and using connections in Bigin toppings

                                                                                                                When building a topping to extend Bigin's functionality and connect it with third-party applications, creating and handling connections is an important step. Connections provide a secure way for your topping to authenticate and communicate with other
                                                                                                              • Need code format to specify default values

                                                                                                                Can someone please direct me to the code syntax or the proper translation per the instructions circled below. These instructions don't seem correct.
                                                                                                              • 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
                                                                                                              • 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.
                                                                                                              • Next Page