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

                                                                                                              • Closing the Loop: Why Lookup Asymmetry is Harming Data Integrity in Creator

                                                                                                                TL;DR: Lookup fields allow users to add new related records inline via the "+" icon, but there's no equivalent ability to edit an existing related record without navigating away and losing form context. Adding a native "Edit" icon—with automatic User
                                                                                                              • filtering lookup field options based on information in another module.

                                                                                                                In our CRM system. We have the standard Accounts and Deals modules. We would like to introduce the ability to classify Accounts by Sector. Our desired functionality is to have a global list of all sectors that an Account can select, with the ability to
                                                                                                              • Service op locatie organiseren met Zoho FSM: waar lopen organisaties tegenaan?

                                                                                                                Bij organisaties met service teams op locatie merken we vaak dat de complexiteit niet zozeer in de planning zelf zit, maar in wat er rond die planning gebeurt. Denk aan opvolging na interventies, consistente servicerapporten, en het bijhouden van installaties
                                                                                                              • Introducing Assemblies and Kits in Zoho Inventory

                                                                                                                Hello customers, We’re excited to share a major revamp to Zoho Inventory that brings both clarity and flexibility to your inventory management experience! Presenting Assemblies and Kits We’re thrilled to introduce Assemblies and Kits, which replaces the
                                                                                                              • Does the ability exist to make tax on the customer profile mandatory?

                                                                                                                I am reaching out to inquire about the possibility of making the "Customer Tax" field mandatory when creating a new customer in Zoho. We want to ensure that all customers have their tax information recorded to maintain compliance with our internal processes.
                                                                                                              • email association with CRM

                                                                                                                Why is it 2024 (almost 2025) and Zoho has not figured out how to integrate email with CRM? It is so inconsistent at associating emails within CRM. I am an attorney. I have clients and work with other attorneys. Attorney John Doe is associated with multiple
                                                                                                              • Fix the speed

                                                                                                                It takes ages to load on every step even though my dataset is quite small.
                                                                                                              • Credit Note for Shipped and Fatoora pushed invoices

                                                                                                                We have shipped a Sales Order and created an Invoice. The Invoice is also pushed to Fatoora Now we need to create a credit note for the invoice When we try it, it says we need to create a Sales Return in the Zoho Books, we have already created a Sales
                                                                                                              • FSM - Timesheet entires for Internal Work

                                                                                                                Hi FSM Team, Several of my clients have asked how they can manage internal timesheets within Zoho FSM. Since their technicians already spend most of their day working in FSM, it would be ideal if they could log all working hours directly in the FSM app.
                                                                                                              • Add a way of clearing fields values in Flow actions

                                                                                                                It would be great if there was an option to set a field as Null when creating flows. I had an instance today where I just wanted to clear a long integer field in the CRM based on an action in Projects but I had to write a custom function. It would be
                                                                                                              • Role Management

                                                                                                                I am creating an analytics dashboard for a company that will be utilized by its various departments such as Finance, Marketing, and HR. My goal is to design the dashboard with separate tabs for each department. Additionally, I plan to implement role-based
                                                                                                              • Highlight a candidate who is "off limits"

                                                                                                                Hello: Is there a way to highlight a candidate who is "off limits"?  I would like to have the ability to make certain candidate and / or Client records highlighted in RED or something like that.   This would be used for example when we may have placed a candidate somewhere and we want everyone in our company to quickly and easily see that they are off limits.  The same would apply when we want to put a client or former client off limits so no one recruits out of there. How can this be done? Cheers,
                                                                                                              • Announcing new features in Trident for Windows (v.1.37.5.0)

                                                                                                                Hello Community! Trident for Windows just received a major update, with a range of capabilities that strengthen email security and enhance communication. This update focuses on making your mailbox safer and your overall email experience more reliable.
                                                                                                              • Early Payment Discount customize Text

                                                                                                                Hi, I’m currently using Zoho Books and am trying to customize the standard “Early Payment Discount” message that appears in the PDF invoice template. I’ve reviewed the documentation here: https://www.zoho.com/books/help/invoice/early-payment-discount.html
                                                                                                              • Deprecation of SMS-based multi-factor authentication (MFA) mode

                                                                                                                Overview of SMS-based OTP MFA mode The SMS-based OTP MFA method involves the delivery of a one-time password to a user's mobile phone via SMS. The user receives the OTP on their mobile phone and enters it to sign into their account. SMS-based OTPs offer
                                                                                                              • DKIM Now Mandatory - Changes to Zoho Forms Email Policies

                                                                                                                Hello Zoho Forms Users, This post is to inform you about an important update regarding the authentication of all email domains in your Zoho Forms account. This year, we are doubling down on our commitment to deliver a secure, seamless, and empowering
                                                                                                              • Call description in notes

                                                                                                                When completing a call, we type in the result of the call in the description. However, that does not show up under the notes history on the contact. We want to be able to see all the calls that have taken place for a contact wihtout having to go into
                                                                                                              • Email Address for Contact not Populating

                                                                                                                When I click "Send Mail" from a Contact's page, their email address does not auto populate the "To" field. How do I make this happen?
                                                                                                              • New in CRM: Dynamic filters for lookup fields

                                                                                                                Last modified on Oct 28, 2024: This feature was initially available only through Early Access upon request. It is now available to all users across all data centers, except for the IN DC. Users in the IN DC can temporarily request access using this form
                                                                                                              • Why hybrid project management might be the best fit for you?

                                                                                                                Project management techniques are designed to equip teams with proven methods for easy and efficient project execution. While management teams may have apprehensions about adopting the hybrid method of project management, we’ve compiled the top reasons
                                                                                                              • Allow all Company Users to view all projects, but only owner/admins can change projects

                                                                                                                I was wondering if there was a permission setting I could adjust to allow all our company users to see all projects created. Then, only the project owners and admins with the change permission. Thanks
                                                                                                              • Fail to send Email by deluge

                                                                                                                Hi, today I gonna update some email include details in deluge, while this msg pops up and restrict me to save but my rules has run for one year. can you tell me how to use one of our admin account or super admin account to send the email? I tried to update
                                                                                                              • Seeking help to be able to search on all custom functions that are defined

                                                                                                                Hello I have a lot of custom functions defined (around 200) and i would like to search some specific strings in the content of those. Is there a way to accomplish that? If not, is there a way to download all existing custom functions in some files locally
                                                                                                              • Totals for Sales Tax Report

                                                                                                                On the sales tax report, the column totals aren't shown for any column other than Total Tax. I can't think of a good reason that they shouldn't be included for the other columns, as well. It would help me with my returns, for sure. It seems ludicrous
                                                                                                              • Add Bulk Section / Grid Layout Duplicate Feature in Zoho Forms Builder

                                                                                                                Currently in Zoho Forms, users can only duplicate individual fields. There is no option to duplicate an entire section or two-column/grid layout with all internal fields. This becomes inefficient when building structured forms such as Family Details,
                                                                                                              • Leistungsdatum in Rechnungen (Zoho Books)

                                                                                                                Hallo, ist es irgendwie möglich den Leistungszeitraum in der Rechnung aufzuführen? Beste Grüße Aleks
                                                                                                              • Zoho Trident Windows - Streams Not Visible

                                                                                                                Namaste We’re having an issue with Streams not being visible in Trident (Windows), which is important for us as we share many emails internally. It appears that the feature to show Streams above the Inbox folder, as seen in the default mailbox view, is
                                                                                                              • Sales IQ Chat Widget is Only Displaying Last Name

                                                                                                                Can anyone suggest why the widget is only displaying "last name"?! We have the latest version of the wordpress plugin installed. Thanks Thanks!
                                                                                                              • Shopify - Item sync from Zoho Inventory

                                                                                                                Hi team, We’ve connected Shopify with Zoho Inventory. We want that when an item is created in Zoho Inventory, it must create a product in Shopify. But currently, new items created in Zoho Inventory are not getting created in Shopify even after clicking
                                                                                                              • Bulk upload image option in Zoho Commerce

                                                                                                                I dont know if I am not looking into it properly but is there no option to bulk upload images along with the products? Like after you upload the products, I will have to upload images one by one again? Can someone help me out here? And what should I enter
                                                                                                              • Is it possible to setup bin locations WITHOUT mandating batch tracking?

                                                                                                                Hi fellow zoho users, I'm wondering if anyone else has a similar issue to me? I only have some products batch tracked (items with shelf life expiry dates) but I am trying to setup bin locations for my entire inventory so we can do stock counting easier.
                                                                                                              • Kill zoho meeting

                                                                                                                Saying the quiet part out loud. Can zoho please just give up on the idea that they can make a meeting platform and just make our workplace licenses cheaper when you remove it so people can switch to zoom or teams. Tired of the excuses, you guys cant make
                                                                                                              • Utilisation de Zoho en conformité avec l’article 286 du Code général des impôts (CGI)

                                                                                                                Cher(e) client(e), Conformément à l’article 286 du Code général des impôts (CGI) impose aux entreprises assujetties à la TVA d’utiliser des systèmes de caisse ou de gestion commerciale certifiés lorsqu’elles enregistrent des ventes à des particuliers.
                                                                                                              • Unable to Create Task as a Support Administrator

                                                                                                                Hello! I want to ask for help regarding creating tasks within the tickets. I am by default the Support Admin. I should be able to create tasks or activities right? But there's a prompt that I need to contact the Administrator. See photos for reference.
                                                                                                              • Introducing Forms in Zoho Sheet

                                                                                                                We hereby bring you the power of ​forms in Zoho Sheet. ​Now, build and create your own customized forms using Zoho Sheet. Be it compiling a questionnaire or rolling out a survey, Zoho Sheet can do it all for you. Forms is an excellent feature that helps you collect information in the simplest of ways and having it in Zoho Sheet takes it a notch higher. Build Simple yet Powerful forms Building forms using Zoho Sheet is fairly simple. The exclusive 'Form' tab lets you create one quickly. Whether you
                                                                                                              • Layout one survey question in a time & redirect next Page based on previous response

                                                                                                                I have doubt while, I am scripting survey on the Zoho where I redirecting to next page based on my previous response but didn’t get success on this. Please help me on this and tell me how I layout one survey questions in a time when I submit response
                                                                                                              • Zoho Bookings form pre-filled with Zoho Forms in

                                                                                                                Hi, I've got a contact page on my website and I'd like to have the option to book an appointment (redirected to zoho bookings page) after an option is submitted on the contact form. how would I go about doing this? thanks
                                                                                                              • Support “Other” Option with Free Text in Dropdown Fields

                                                                                                                Hello Zoho Bookings Team, Greetings, We would like to request an enhancement to the registration form fields in Zoho Bookings, specifically for dropdown fields. Current Limitation: At the moment, dropdown fields do not support an “Other” option that allows
                                                                                                              • Sending automated messages that appear in the ticket's conversation thread

                                                                                                                Good morning, esteemed Zoho Desk community, warm greetings Today I am here to raise the following problem, seeking a solution that I can implement: I need to implement an automation that allows me to send reminder messages to customers when I am waiting
                                                                                                              • Introducing parent-child ticketing in Zoho Desk [Early access]

                                                                                                                Hello Zoho Desk users! We have introduced the parent-child ticketing system to help customer service teams ensure efficient resolution of issues involving multiple, related tickets. You can now combine repetitive and interconnected tickets into parent-child
                                                                                                              • Next Page