When most people think about Zoho CRM, they focus on contacts, deals, and maybe a few custom fields. But Zoho CRM offers a wide variety of field types that can make your system more powerful, better organized, and easier to use.
At TechnoMap, we help businesses go beyond basic CRM setups to build smarter, more customized systems.
Here are five lesser-known Zoho CRM field types that can make a big difference in how you organize and manage your data.
Watch Jozette Breakdown These 5 Zoho CRM Fields
1. Auto-Number Fields
An Auto-Number field automatically generates a unique ID for every record you create.
This is especially useful if you have a custom module for projects, jobs, service requests, or any other item that benefits from a unique reference number.
Example: You can set up an auto-number field for your Job module so every new job record gets a unique, sequential ID without manual effort.
2. Lookups and Multi-Select Lookups
Lookup fields allow you to create relationships between modules. For example, you can relate a Contact to a Deal, or link a Project to multiple associated records.
If you see a blue underlined field in Zoho CRM where you can click into another record, that is a Lookup field at work.
Multi-Select Lookups allow you to tag multiple related records instead of just one, expanding the flexibility of your CRM design.
These fields help keep your data interconnected and easier to navigate.
3. User Lookups
Zoho CRM treats Users a little differently than other modules, but you can still create User Lookup fields to assign users to records beyond just the default Record Owner.
Example: On a Job record, you could tag both the Salesperson and the Project Manager assigned to the job. You can even control permissions based on these associations, making it easier to set who can view or edit particular records.
User Lookups are powerful when you want to tie team members directly to customer records, projects, or deals.
4. File and Image Uploads
Need to attach documents, contracts, photos, or proofs to your CRM records? Zoho CRM offers File Upload and Image Upload fields.
Both let you upload files directly to the record, but the Image field has an added bonus: on mobile, users can take a photo directly through the field’s interface.
This is a great option for field service teams, inspections, property management, or any scenario where capturing images quickly matters.
5. Formula Fields
Formula fields allow you to perform calculations inside Zoho CRM, just like you would in a spreadsheet.
Example: You can automatically calculate a follow-up date that is seven days after the last client interaction. You can also build sales forecasts, scoring models, project timelines, and more based on your custom logic.
Formula fields make your CRM smarter by calculating values automatically instead of relying on manual entry.
Bottom Line
Zoho CRM offers so much more than basic text and picklist fields.
By using field types like Auto-Number, Lookups, User Lookups, File Uploads, and Formula Fields, you can create a more powerful, customized CRM system that works the way your business needs it to.
At TechnoMap, we help businesses design CRM systems that go beyond the basics and truly support growth.
Want help building a smarter Zoho CRM setup? Contact us. We can help you unlock the full potential of your CRM.
