When customizing your Zoho CRM modules, choosing the right field type is key to capturing accurate and useful data. Whether you’re setting up a sales pipeline, contact form, or support ticketing system, understanding the field types available in Zoho CRM can streamline your workflows and enhance your reporting.
Here’s a comprehensive breakdown of Zoho CRM’s field types and what each one is best used for:
📝 Text Fields
- Single Line Text: Capture short strings like names, cities, or job titles. It supports up to 255 characters—perfect for concise input.
- Multi-Line Text: Need space to elaborate? This field allows multiple lines of input and comes in three sizes. Ideal for notes, comments, or descriptions.
📧 Contact Details
- Email: Accepts only valid email formats and renders them as clickable links. Essential for communication tracking.
- Phone: Records phone numbers with country code support. You can format it to match your regional standards.
✅ Selection Fields
- Picklist: Provides a dropdown menu for users to choose a single option from predefined values.
- Multi-Select Picklist: Lets users choose multiple options from a predefined list. Ideal for tagging or categorization.
📅 Date and Time Fields
- Date: Captures only the date. Useful for birthdates, due dates, or appointment scheduling.
- Date-Time: Records both the date and exact time—great for timestamping events or meetings.
🔢 Numeric Fields
- Number: Accepts integers or decimals. Common for quantities, counts, or scores.
- Decimal: Stores precise decimal values, making it ideal for calculations and financial entries.
- Currency: Designed for monetary amounts with currency symbols and support for exchange rates.
- Percent: Stores values as percentages (e.g., 85%), often used in analytics or performance metrics.
- Long Integer: Stores large whole numbers. Best used when the number might exceed standard integer limits.
🔁 Auto and Calculated Fields
- Auto Number: Automatically generates a unique ID based on a format you define (e.g., INV-001, LEAD-2025).
- Formula: Allows custom calculations based on other fields—think Excel formulas but CRM-native.
- Rollup Summary: Summarizes or aggregates data from related records (e.g., total deals linked to an account).
📌 Boolean and Link Fields
- Checkbox: Simple on/off switch for binary values like “Yes/No” or “Active/Inactive.”
- URL: Stores and displays clickable links—ideal for websites, LinkedIn profiles, etc.
🔗 Relationship Fields
- Lookup: Connects the record to another module (e.g., link a contact to an account).
- Multi-Select Lookup: Allows linking to multiple records from another module.
👥 User and Data Upload Fields
- User: Assigns a record to a Zoho CRM user—useful for tracking ownership.
- File Upload: Enables file attachments (e.g., contracts, receipts, resumes) directly in the record.
- Image Upload: Specifically for image files like product shots, profile pictures, etc.
🧾 Advanced Data Structures
- Subform: Lets you add a mini-table (like a grid) within a record—great for line items or related entries.
Final Thoughts
Understanding these field types empowers you to build smart, efficient, and user-friendly modules in Zoho CRM. Choose wisely and you’ll reduce data errors, increase usability, and enhance your analytics capabilities. Need more help customizing your Zoho CRM database? Give us a call at 561.470.5450.
