Rich-text fields in Zoho CRM

Rich-text fields in Zoho CRM

Hello everyone,
We're thrilled to announce an important enhancement that will significantly enhance the readability and formatting capabilities of your information: rich text options for multi-line fields. With this update, you can now enjoy a more versatile and visually appealing text editing experience.
Why rich text?
Previously, multi-line fields only supported plain text, which offers limited formatting options when it comes to font styles, colors, highlights, and other visual elements.
Using rich text, you can enhance the visual appeal of your information with a variety of font styles, colors, and highlights, enabling you to communicate important information more effectively. You can improve the readability of your text using bullet points and numbered lists or emphasize crucial details through bold, italics, or underlining. Organize your data with indents and easily indicate changes or updates using the strikethrough feature. 

Details and features:
Below are the key details and features of this enhancement:
  • Rich text format (RTF): Multi-line fields now support RTF, providing enhanced formatting capabilities and improved readability.
  • Expanded character options: Previously, you had to select between a 2,000-character or 32,000-character limit for multi-line fields. We've now simplified this by introducing a radio button with three options: plain text small, plain text large, and rich text.

  • Comprehensive text editor: To edit rich text multi-line fields, use our text editor, which offers a range of essential and additional editing options.

  • The formatting options supported for RTF support are as follows:
    Bold, italics, underline, strikethrough, text color, background color, bulleted lists, numbered lists, URLs, indent options, subscript, superscript, emojis, and clear formatting 
  • Expanded text box: Filling up records is even easier, as the text box can now be expanded into a pop-up. This enhanced interface allows for a more focused writing experience.

  • This feature will be available for users with Enterprise and Ultimate editions.
  • RTF is not supported in the Zoho CRM mobile app. 
That's all for this enhancement. Please share your feedback and suggestions in the comments below.


P.S. This feature is being rolled out in a phased manner. It's currently available to users with the Enterprise edition or higher in AU, JP, and CA DCs, and to users with the Enterprise edition in CN and the EU DCs.

Moderation Update(15th Feb 2024):
We are yet to start working on the following items,
a) support in the existing multi-line fields
b) support in mail merge templates
c) support in the Mobile app
We will update the post about the progress. Thank you.
We have a separate post tracking votes for the support of Rich text in Notes. Please add your votes, and stay updated on the progress of it in the below link.
Post link:
Moderation Update (22nd Feb 2024):
The Rich Text fields are now open for the accounts in the US DC.

                            Zoho Desk Resources

                            • Desk Community Learning Series

                            • Digest

                            • Functions

                            • Meetups

                            • Kbase

                            • Resources

                            • Glossary

                            • Desk Marketplace

                            • MVP Corner

                            • Word of the Day

                                Zoho Marketing Automation

                                        • Sticky Posts

                                        • Enhancement in Field update and date/time based triggers in Workflow

                                          Hello everyone, Workflows allow to automatically execute a set of actions whenever the defined criteria is met. For example, whenever a new lead is created an introductory email is sent. So this action will keep occurring automatically as long as the
                                        • Introducing Color Coding of Picklist Values

                                          Dear Everyone, Greetings!! Zoho CRM is uplifting the user experience. Recently, we had some notable aesthetic improvements in CRM like Kanban View UI enhancement, New List view UI enhancement, color coding of tags, and color coding of picklists in meetings.
                                        • CPQ rules are now supported for custom sub-forms and custom modules in Zoho CRM.

                                          Hello everyone! We are elated to inform you that CPQ's capabilities have been extended beyond the default Quotes module to all inventory modules across CRM as well as custom modules. Besides this, CPQ rules can now be run on custom sub-forms in a record.
                                        • New Actions in Workflow rules - Schedule a Call & Add Meeting

                                          Dear All,   Greetings!   We've come up with some exciting updates to actions in Workflow rules. As you might know, Workflow rules help you to automate your follow-up processes without any manual intervention.   Presently, to orchestrate sales cadence,
                                        • Enhancements in Canvas

                                          Dear All, Greetings! Canvas lets you design the record details page to suit your brand or business preferences. We are glad to introduce the following enhancements to uplift your design experience. Reusable Components Style Presets Let's go! Reusable

                                        Manage your brands on social media

                                                Zoho TeamInbox Resources

                                                  Zoho DataPrep Resources

                                                    Zoho CRM Plus Resources

                                                      Zoho Books Resources

                                                        Zoho Subscriptions Resources

                                                          Zoho Projects Resources

                                                            Zoho Sprints Resources

                                                              Qntrl Resources

                                                                Zoho Creator Resources

                                                                  Zoho WorkDrive Resources

                                                                    Zoho Campaigns Resources

                                                                      Zoho CRM Resources

                                                                      • CRM Community Learning Series

                                                                        CRM Community Learning Series

                                                                      • Tips


                                                                      • Functions


                                                                      • Meetups


                                                                      • Kbase


                                                                      • Resources


                                                                      • Digest


                                                                      • CRM Marketplace

                                                                        CRM Marketplace

                                                                      • MVP Corner

                                                                        MVP Corner

                                                                            Design. Discuss. Deliver.

                                                                            Create visually engaging stories with Zoho Show.

                                                                            Get Started Now