Zoho CRM offers a wide range of field types and advanced customization options. However, several field types have feature-specific limitations that are currently documented only in help articles.
For example, while configuring a Rich Text field, admins may later discover that the field is unsupported in filters, Kanban View, mobile apps, integrations, formula fields, or certain related components.
This often leads to:
- redesigning layouts,
- modifying workflows,
- rebuilding reports,
- and avoidable implementation delays.
Suggested Enhancement
Introduce contextual compatibility warnings directly within the field configuration interface.
Example:
When an admin creates a Rich Text field, Zoho CRM could proactively display:
- Not supported in Filters & Criteria
- Not supported in Mobile App
- Not supported in Kanban/List View
- Not supported in Integrations