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.

Notes:
  • 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.


Thanks!
Nizamuddin 

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: https://help.zoho.com/portal/en/community/topic/rich-text-field-in-zoho-crm
Moderation Update (22nd Feb 2024):
The Rich Text fields are now open for the accounts in the US DC.

    • Recent Topics

    • I'm getting an "Invalid_scope" error, even though I used an access token generated with the correct scope.

      I'm getting an "Invalid_scope" error, even though I used an access token generated with the correct scope. Here’s what I did in Postman: Generated the code to create an access token using the following URL: https://accounts.zoho.eu/oauth/v2/auth?scope=ZohoCampaigns.contact.UPDATE&client_id=<client_id>&response_type=code&access_type=offline&redirect_uri=https://1882-2-26-193-161.ngrok-free.app

    • Problem viewing document imported from google drive.

      Hello, When I add a document via my google drive, it is impossible to preview it. I get the error “Files without extensions cannot be previewed. Download to view this file”. Could you please help me? Also, and this is more of a question: is there a way

    • Linkedin - Recruiter System Connect

      Hi there! Does anyone here know how to connect Zoho Recruit to Linkedin Recruiter via Recruiter System Connect?

    • Adding Bluesky channel

      Hello, Is Bluesky (AT protocol) soon added on Social ? Bluesky is being developped and is now open to anyone (no more invitation) Thank you

    • Problem configuring/customizing sales pipeline steps

      Hello, I have created several sales pipelines with different stages in them. Unfortunately I forgot to properly configure these steps (conversion probability, forecast category). How can I modify and customize all these steps? Thnak you by advance M

    • Clear String field based on the value of other field

      Hello everyone, We would like to be able to clear a string field (delete whatever has been written and make it empty) when another field (picklist) is changed to a specific value. While I can empty other types of fields, I noticed that I can't do this

    • How Can i put a form in Zobot

      Hi,how can i integrate a form which has a multiple options to choose from.the form should be opened or displayed by zobot after it meets a requirement in the conversation. Thanks in advance !

    • workflow for bounced email gets triggered, but email is status = opened

      Hello, I have a workflow that sends me an email if outgoing email are bounced. Now I got some kind of this emails, but the corrosponding contacts have status = open at the email. Why this bounce-workflow is triggered? Reports > Email Reports > Bounce

    • Power of Automation :: Automatically start / pause / stop timer on task status update.

      Hello Everyone, A Custom function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. Requirement:-

    • Website Access Blocked (from one pc only) when attempting unattended access to any device

      Hello From one of my laptops I cannot access any remote device using unattended access. A Zoho Assist error page didplays 'Website Access Blocked. See attached.

    • Zoho Analytics to Zoho Sheets - automatic update?

      Hi all, If I create a zoho sheet from an Analytics Report or Analytics Data, is there a way for the zoho sheet to automatically update as the Report / Data in analytics updates?

    • Update Zoho Flow on Sprint Work Item Status Change

      Hello, I've contacted Zoho One support but have been unable to help in a timely manner, so I'm asking the community. I want to start using sprints, but I'm having an issue. I need to post updates to Slack when a Work Item has a status change. My understanding

    • Fixed Assets Register

      Thank you Zoho Books for adding fixed assets register. BUT there are certian tweeks that needs to be implemented. I found the following issues and seek improvements. 1) Fixed Asset Register Report in the Report Section has columns which are so much confusing.

    • Link to Desk tickets

      Hello, We are using Analytics to analyze data in Desk. Is there a way to embed a link to a ticket in reports? We'd love to be able to see the drill down data, and click a value in a result row that would launch the Desk Ticket in another window/tab. Thanks

    • Announcing new features in Trident for macOS (v.1.11.0)

      Hello everyone! Trident for macOS (v.1.11.0) is here with interesting features and enhancements to elevate your workplace communication and productivity. Let's take a quick look at them. Export emails. You can now export emails in the .eml file format

    • Simplify your day-to-day sales operations with new List View actions

      Greetings everyone, Here are a few enhancements for quick actions in modular List Views that will make your day-to-day CRM operations much easier. List Views in modules display records in rows and columns based on set criteria, and are useful for presenting

    • Zoho Sign Product updates - H2 2024

      Hello! We have almost come to the end of 2024! Here's a list of features and enhancements that went live in the later half of the year. NOM 151 certification Witness signing Formula, conditional, and custom fields Zoho Sign's extension for Bigin by Zoho

    • Pulling Specific Products from Sales Orders in Books to a CRM Record

      We currently process orders directly through our website (woocommerce) as well as through manual sales orders in zoho books. When an order comes through the website, all of the individual products from that order show up in the CRM record of that customer.

    • Constant Sync Errors 🙄

      I'm constantly getting sync error notifications with no actual resolution. Also... I have folders and files with a (!) on the cloud icon, indicating it's not accessible. This has also led to the complete loss of certain folders. Like... the go missing!

    • Build custom AI solutions with Catalyst’s QuickML capabilities in CRM

      Hello everyone, We’re thrilled to announce an improvement for our Zoho CRM Enterprise users: the ability to create custom AI solutions using Catalyst’s QuickML directly from Zoho CRM. As you may already know, Zia, Zoho CRM’s AI-powered assistant, offers

    • 【Zoho CRM】Webフォームに関するアップデート

      ユーザーの皆さま、こんにちは。コミュニティチームの中野です。 「Zoho CRM アップデート情報」の中からフィルター機能に関するアップデートについて紹介します。 今回、「Webフォーム」機能に以下２点のアップデートがありました。 ダブルオプトイン（2段階の同意確認）後の確認メッセージのカスタマイズ 登録から確認まで一貫したユーザーエクスペリエンスを顧客に提供するために、カスタマイズされた確認メッセージを作成できるようになりました。 ダブルオプトイン認証メールのカスタマイズ 顧客に最初から興味を持ってもらえるよう、パーソナライズされたメールを作成できるようになりました。ユーザーのブランドに合った本文を作成し、パーソナライズすることで、様々な顧客に対応することができます。

    • Converting Time and Time Zones

      Hi Everyone I am trying to convert a time Zone to the local time of the user. I am fetching some data from an API, and it is coming back in this format: 2024-12-09T16:49:23Z This is in UTC/GMTZulu time. I am looking to convert it to the user time. In

    • Tip of the week 34 - 5 ways to maintain your email list

      A proper email list often reflects the reach of an institution. This reach is coveted by all but achieved by some. We often forget about drawbacks and incline towards numbers. Success is often reflected by quality and not quantity. This simple message reverberates in maintaining a hygienic email list. Here are five tips which will help you maintain a proper email list.    Organic email lists   Non-stop competition can make us susceptible to shortcuts like buying and renting lists from third party

    • Whatsapp Limitation Questions

      Good day, I would like to find out about the functionality or possibility of all the below points within the Zoho/WhatsApp integration. Will WhatsApp buttons ever be possible in the future? Will WhatsApp Re-directs to different users be possible based

    • Can not send campaign

      Hi, I'm trying to send a newsletter to my subscribers, but seems is not working - or maybe I did some wrong steps re. upgrades. I'm the admin for this account, no other person is using Zoho for my campaigns and I did not access the platform during last

    • Does Zoho campaign de-duplicate based on mobile for SMS campaigns?

      Hi - We recently sent our first SMS campaign using Zoho Campaign integrated into Burst SMS and got feedback that some of our customers received multiple messages. Upon inspection, this was due to multiple contacts in our list containing the same mobile

    • Multilingual Newsletter

      Hi, Can Zoho campaign give the possibility to create and send a campaign in English and French, giving the possibility to the person receiving it to switch from default language chosen for a campaign? thnaks

    • Top Menu Disappeared from Blog Page

      Hi, Our top menu disappeared at Blog Posts page. However, it's still visible any other page on the website. I attached two screenshots, so it can be understood clearly. How can we bring back top menu? Thanks, K.

    • Add Comment/Notes to Each Action in Zoho Flow for Internal Documentation

      It would be great if Zoho Flow could introduce a field to every action where we can make an internal note about why we are doing something with a specific action. This is especially helpful if more than one person from the organization handles automation

    • Questions about To Do

      1. I created a To Do note on Android and there is a line sorting option in the options drop down menu. But I didn’t find such an option in the PC client. I really need this option. 2. Why is there no search in To Do on the PC client? 3. Why is there no

    • Tip of the week 03 - Sending emails in batches

      Today's marketers not only want their email marketing to be efficient, but also smart. For an email campaign, you may think you have all the essential elements for lead conversion—a big mailing list, an attractive template design, and the most-engaging message content, but after hitting the ‘send’ button, you may not get the expected conversions. Wondering why? Here’s one of the major reasons. Many marketers miss out on sending the email campaign the right way. Did you know that you should not be

    • Sites Speed and Performance Grades

      I noticed that there are no recent inquiries or complaints about load speed or performance issues with Zoho Sites websites. However, I wanted to understand what Zoho has done to ensure that speed remains optimized, images are compressed and lazy loaded,

    • Feature Request - Configurable Payment Icons + Pay Now link in email.

      The PAY NOW buttons (icons) on invoices are really small. It would be great if we could make that a big, colored icon. Better would be to add a button to emails as well. 

    • Survey end date extension

      Hi, Is there any way to extend the end date of my survey? I needed more time in finding respondents that is why I need to extend the end date of my survey. Help. Thanks

    • AI read notes or explanation

      It would be such a great feature to have AI voices be able to read our Notes or Explanation If not having the AI speak the notes at run time, how about a feature where inside of Zoho Show you can have it look at all the notes of all the slides and have

    • Managing Prepaid Hours for Consulting

      We are a consulting firm that bills clients a flat upfront annual fee plus an hourly rate and offer a discount for pre-paying a block of hours. Hours that surpass the pre-paid block are billed monthly at the normal rate. If there are any pre-paid hours remaining at the end of the project they are banked for future use. I'm not seeing a method of doing this in Projects/Books/CRM... thoughts?

    • Email Verification Tool

      Hi there, just came across this tool for Google Sheets https://www.producthunt.com/posts/email-verification-tool-for-google-sheets-2 How would one do to automatically verify/validate email addresses entered on the CRM in a similar way?

    • Get DealID when Deal Created?

      Hi What's the easiest way to grab the DealID when a deal is created?  I want to add it to a custom field on the deal. Thanks

    • ZOHO Widget SDK not loading in html

      I have this code below, I have imported the widgetsdk however I get the error shown in the image, I have tried many different ways of importing and initiating the function ZOHO but nothing is working. can someone explain what I'm doing wrong, if I am

    • Enhancements to Zoho Corp Help Center "Team Requests" View

      Dear Zoho Team, I hope this message finds you well. The ability to view both my tickets and my team’s tickets in the Zoho Corp Help Center is a fantastic feature, especially as the focal point for Zoho in our organization. However, we’ve encountered a

    • Next Page