Introducing Global Sets for easy management of similar picklists in CRM

Introducing Global Sets for easy management of similar picklists in CRM

Alert
Latest update (December 2025): You can now apply color coding to the values inside a global set, the same way you color code values in regular picklist fields.

Notes
AlertUpdate (Sep 2024): We've increased the maximum count limit for global sets. These new limits are now live for AU and JP data centers and will be gradually opened to all. Please check this link for the updated limits.
Notes
Request to Community Users:
As this is an announcement post, we kindly ask you to initiate a new post to discuss any limitations or suggestions you may have. This approach will enable us to effectively track feedback without oversight and keep interested customers informed of updates.

Hello folks,

As administrators who implement and manage CRM solutions, you may have dealt with picklists that are present across multiple modules and have the same picklist values.

For example, consider picklists with industries as picklist values. These are used across leads, contacts, accounts, and custom modules. The purpose of collecting this detail is, among other things, to tailor our communications around the needs and perceptions of these industries.

Until now, you most likely have added and updated the values for each picklist to make sure that they were consistent across the CRM.

This would've involved the repetition of the same set of actions for each picklist. Needless to say, this is tedious and susceptible to error.



Now, we'd like to present a solution to make this task easier.

We're thrilled to introduce a new feature called Global Sets, which is designed to simplify working with similar picklist fields in Zoho CRM.


A global set is an admin-defined set of picklist values that can be associated with multiple picklists across modules.

In the case of industry picklists, we can:
  1. Create a global set called "Industry," with industries as picklist values.

  2. Associate the relevant picklists in the different modules with that global set.

  3. Make changes in the "Industry" global set and let the CRM take care of making changes in all other places, like associated picklists, existing records, workflow rules, etc.
Some other useful options include:
  1. Converting existing picklist values to a global set:

  2. Switching the association of a picklist from a local set to a global set and vice versa:
  3. Mapping values when switching from a local set to a global set to preserve data integrity*:

    *If the same value is present in the global set, the value is mapped automatically. It's mandatory to map a value if it's used in places like workflow rules, field updates, etc.
  4. Viewing all of the picklists associated with a global set:

Updated limits [Sep 2024] [These new limits are now live for AU and JP data centers and will be gradually opened to all. ]
  • Number of global sets: 30 (Enterprise) | 50 (Ultimate)
  • Number of global sets per module: 15 (Enterprise/ Ultimate)
  • Number of picklists that can be associated with one global set: 30 (Enterprise/Ultimate)
  • Number of used values in a global set: 1,000 (Enterprise/Ultimate)
  • Number of unused values in a global set: 500 (Enterprise/Ultimate)
  • For now, global sets can't be associated with multi-select picklists.

This feature is available in the Enterprise and Ultimate editions of Zoho CRM. It has been rolled out to all users in all DCs.

To learn more about this feature, please refer to our help documents: Overview of global sets | Working with global sets (for how-to's)

Once you've taken this feature for a spin, do let us know what you liked and what you didn't like in the comments section below.


      Zoho Campaigns Resources


        • Desk Community Learning Series


        • Digest


        • Functions


        • Meetups


        • Kbase


        • Resources


        • Glossary


        • Desk Marketplace


        • MVP Corner


        • Word of the Day


        • Ask the Experts


          Zoho CRM Plus Resources

            Zoho Books Resources


              Zoho Subscriptions Resources

                Zoho Projects Resources


                  Zoho Sprints Resources


                    Zoho Orchestly Resources


                      Zoho Creator Resources


                        Zoho WorkDrive Resources



                          Zoho CRM Resources

                          • CRM Community Learning Series

                            CRM Community Learning Series


                          • Tips

                            Tips

                          • Functions

                            Functions

                          • Meetups

                            Meetups

                          • Kbase

                            Kbase

                          • Resources

                            Resources

                          • Digest

                            Digest

                          • CRM Marketplace

                            CRM Marketplace

                          • MVP Corner

                            MVP Corner




                            Zoho Writer Writer

                            Get Started. Write Away!

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

                              Zoho CRM コンテンツ




                                ご検討中の方

                                  • Recent Topics

                                  • CRM project association via deluge

                                    I have created a workflow in my Zoho CRM for closing a deal. Part of this workflow leverages a deluge script to create a project for our delivery team. Creating the project works great however, after or during the project creation, I would like to associate
                                  • Where is the settings option in zoho writer?

                                    hi, my zoho writer on windows has menu fonts too large. where do i find the settings to change this option? my screen resolution is correct and other apps/softwares in windows have no issues. regards
                                  • This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details

                                    Hi Team, when I,m trying to create a email account (imagixmidia.com.br) it's showing this error >>  This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details plz help me  thanks
                                  • How to manage task lists in Zoho Desk?

                                    Hello, I use Zoho Desk for IT customer support. I have a list of standard operating procedures (SOPs), including SOPs for onboarding new users, offboarding users, losing a device, etc. These are lists of tasks to be performed depending on the situation.
                                  • Zoho Books' 2025 Wrapped

                                    Before we turn the page to a new year, it’s time to revisit the updates that made financial management simpler and more intuitive. This annual roundup brings together the most impactful features and enhancements we delivered in 2025, offering a clear
                                  • Activating Zobot instead of chat

                                    Hi folks, I know this will be obvious, but I have not been able to locate the details on this via google or youtube. We've had SalesIQ life chat set up for a while now and it is working perfectly. I have just finished development of a Zobot (using codeless)
                                  • Adding a new section to the related details sidebar when creating a new ticket.

                                    Hello, I was wondering if you can add a new section to the related details sidebar when creating a new ticket. I was wanting to have it to where it also shows the account information related to the contact chosen as well. This is the section I am referring
                                  • Displaying only unread tickets in ticket view

                                    Hello, I was wondering if someone might be able to help me with this one. We use filters to display our ticket list, typically using a saved filter which displays the tickets which are overdue or due today. What I'd really like is another filter that
                                  • Is Zoho Shifts included in the Zoho One plan?

                                    In case the answer is no: there's any plan to make it available via One? Thank you
                                  • Zoho Tracking Image location

                                    So we've been having an issue with tracking email opens. Specifically in Gmail. Our emails are not that long either, maybe 4 sections of image/250 characters of text/button per section.  But all my test accounts I used via Gmail we're showing opens. But then come to find out the tracking image is at the very bottom of the email. So If the message is clipped (It always just clips our social icons on the bottom) and the user doesn't click the show more button it never tracks the open.  Looking at other
                                  • Creating an invoice to be paid in two installments?

                                    Hi there, I own a small Photographic Services business and have not been able to find a way to fit my billing system into Zoho, or any other Accounting software. The way my payments work is: 1. Customer pays 50% of total price of service to secure their
                                  • Zoho Tables is now live in Australia & New Zealand!

                                    Hey everyone! We’ve got some great news to share — Zoho Tables is now officially available in the Australian Data Center serving users across Australia and New Zealand regions! Yes, it took us a bit longer to get here, but this version of Zoho Tables
                                  • Delivery and handling of documents e-stamped using Zoho Sign

                                    Hello everyone! Zoho Sign makes it easy to pay non judicial stamp duty online and automatically attach the digitally generated e-stamp challan to electronic documents. We also manage the delivery of physical e-stamped papers. We periodically receive these
                                  • Introducing Dedicated Modules for Plans, Addons, and Coupons in Zoho Billing

                                    We’ve enhanced the way you manage Plans, Addons, and Coupons in Zoho Billing. Previously, all three grouped together under Subscription Items. Now, each one has its own dedicated module, giving you a cleaner and more intuitive experience. This update
                                  • Sortie de Zoho TABLE ??

                                    Bonjour, Depuis bientôt 2 ans l'application zoho table est sortie en dehors de l'UE ? Depuis un an elle est annoncée en Europe Mais en vrai, c'est pour quand exactement ??
                                  • Drop Down Value

                                    Hi, May I know why Zoho Flow treat this drop down as number and not as string. If so, how can I fetch the right value for filtering. This field is from Creator, in Creator upon checking by default it is a string since it's not a lookup field.
                                  • Zoho CRM's mobile apps: A 2025 Recap

                                    2025 marked a year of steady progress for Zoho CRM's mobile apps. We rolled out several updates and features to improve usability and make everyday CRM work a lot easier to manage. Here’s a look back at some of the key releases from 2025. Android releases
                                  • Facebook follower count doesn't match FB Analytics

                                    Hi all, I am wondering if anyone else has issues with follower counts for Facebook not matching FB's native analytics tool. On the Zoho dashboard, it's showing 1,007, but FB shows 1,060. All the other channels match up. Any insights are much appreciated!
                                  • Meta and Facebook data report discrepancy

                                    I have been currently gathering manually facebook follower data thru meta. In zoho marketing plus the social media reporting only allows for page likes, and so there is a discrepancy with the data. please the difference in files attached. Is there way
                                  • Unlocking New Levels: Zoho Payroll's Journey in 2025

                                    Every year brings its own set of challenges and opportunities to rethink how payroll works across regulations and teams. In 2025, Zoho Payroll continued to evolve with one clear focus: giving businesses more flexibility, clarity, and control as they grow.
                                  • Can I export all attachments from Zoho CRM?

                                    Can I export all attachments from Zoho CRM?
                                  • Community Digest — Noviembre y Diciembre 2025

                                    ¡Hola, Comunidad de Zoho en Español! Cerramos el año de la mejor forma con nuestro último Community Digest de 2025, donde podrás encontrar las últimas novedades de nuestros productos. ¿Todo listo para empezar 2026 con el mejor pie? ¡Vamos a ello! Zoho
                                  • Zoho Projects Plus’ 2025- the year we launched

                                    We’ve been building project management tools for the past 19 years, and a question we often hear is: Different teams in our organization prefer different project management methods; while the development team prefers agile, the marketing and sales teams
                                  • Zoho Books emails suddenly going to Spam since 11 Nov 2025 (Gmail + now Outlook) — anyone else?

                                    Hi everyone, We migrated to Zoho Books in July 2025 and everything worked fine until 11 Nov 2025. Since then, Zoho Books system emails are landing in customers’ Spam (first Gmail, and now we’re seeing Outlook/Office 365 also starting to spam them). Impacted
                                  • How do you print a refund check to customer?

                                    Maybe this is a dumb question, but how does anyone print a refund check to a customer? We cant find anywhere to either just print a check and pick a customer, or where to do so from a credit note.
                                  • Company Multiple Branch/ Location Accounting

                                    Hi All, anyone know whether company can maintain their multiple Branch Accounting in Zoho  Books. It will be chart of Accounts & Master Data will be same but different report available as per per Branch. Thanks & regards, Vivek +91 9766906737
                                  • Zoho Books Invoices Templates

                                    It would be really helpful to have more advanced features to customise the invoice templates in Zoho Books. Especially I´m thinking of the spacing of the different parts of the invoice (Address line etc.). If you have a sender and receiver address in
                                  • Email Administrators! Join our tips & troubleshooting series

                                    Greetings to all the admins out there! This announcement is exclusively for you. As we step into the New Year, we’re excited to start a dedicated series of admin-specific tips curated to support you. These posts will help you overcome everyday challenges
                                  • Free Webinar : Unlock AI driven business insights with Zoho Inventory + Zoho Analytics

                                    Are you tired of switching between apps and exporting data to build customized reports? Say hello to smarter & streamlined insights! Join us for this exclusive webinar where we explore the power of the Zoho Inventory–Zoho Analytics integration. Learn
                                  • Import Function: ONLY update empty fields

                                    When setting up an import from a spreadsheet to CRM, there is a checkbox "Don't update empty values for existing contacts" (see screenshot below). While I see some limited benefit from this functionality, I think there should also be an "ONLY update empty
                                  • Begin the year with best practices in the Zoho Desk mobile app : Part 2

                                    In focus: Optimizing collaboration and supervision Let's begin 2026 with Part 2 of our tips series on driving your ticketing operations at your fingertips. In Part 1, we explored streamlining operations within tickets. This helped individuals at Omniserve
                                  • How to update "Lead Status" to more than 100 records

                                    Hello Zoho CRM, How do I update "Lead Status" to more than 100 records at once? To give you a background, these leads were uploaded or Imported at once but the lead status record was incorrectly chosen. So since there was a way to quickly add records in the system no matter how many they are, we are also wondering if there is a quicker way to update these records to the correct "Lead Status". I hope our concern makes sense and that there will be a fix for it. All the best, Jonathan
                                  • JWT Token authentication problem that sometimes generates infinite redirect loops

                                    Description : Nous proposons un bouton sur notre plateforme permettant de rediriger l'utilisateur vers le portail ZohoDesk via un jeton JWT pour une authentification transparente. Cependant, il arrive que certains utilisateurs soient pris dans une boucle
                                  • ZOHO Work Drive Back Up

                                    I am looking for a ZOHO Work Drive backup solution. Something that is cloud based. There's lots of these kinds of options for Google Drive and other providers, but I have not seen anything for WorkDrive. Any suggestions?
                                  • ZOHO Reports - Filter Logic?

                                    Hi, I need a way to apply filter logics such as ((1 AND 2) OR 3). All I can see as of now is a way to enter different AND filters in the respective filter column. But how can I add an OR filter? Any advice would be highly appreciated. Mark
                                  • Recruit API search

                                    Hi all, Attempting to call the search api endpoint from Postman using the word element as mentioned in api docs Search Records - APIs | Online Help - Zoho Recruit When making the call to /v2/Candidates/search?word=Saudi receive response of { "code": "MANDATORY_NOT_FOUND",
                                  • Saving reading position + Keep screen on

                                    While Zoho Notebook is excellent for saving and annotating articles, its utility is severely limited by the lack of reading progress synchronization. On the Android app, if a user exits a long note after reading 50%, the app fails to save the position.
                                  • Multiple Vendor SKUs

                                    One of the big concerns we have with ZOHO Inventory is lack of Vendor Skus like many other inventory software packages offer. Being able to have multiple vendor skus for the same product would be HUGE! It would populate the appropriate vendor Sku for
                                  • Zoho LandingPage is integrated with Zoho One!

                                    Greetings to the Zoho One users out there! We're delighted to let you know that Zoho LandingPage is available in Zoho One too! With Zoho LandingPage, you can host custom-made landing pages, and persuade the visitors to dive deeper by making further clicks,
                                  • Android app sync problem - multiple devices have same problem

                                    Hello, I am having a problem with synchronization in the Android app. When I create a drawing, the data does not sync correctly—only a blank note is created without the drawing. I tested this on multiple devices, including phones and tablets, and the
                                  • Next Page