Zoho CRM Upgrade: Simplify Address Management with the New Address Field

Zoho CRM Upgrade: Simplify Address Management with the New Address Field

Alert
The new Address field is being introduced exclusively for IN DC users. A rollout plan for other data centers will be shared soon.

Currently, this feature is available for all new Zoho CRM sign-ups and for existing Professional edition orgs.

A Smarter Way to Manage Addresses in Zoho CRM  

Handling addresses inside Zoho CRM just got easier. With the launch of the custom address field type, you no longer need multiple scattered fields or a plain text box. Instead, you can store complete, structured address details in a single, organized, and user-friendly field.


Why was this feature needed?  

Until now, CRM users had two limited ways to capture addresses:

  1. Separate fields for each part of an address – street, city, state, country, etc. While this worked, admins had to enter long lists of countries and states manually and then configure dependency rules to make them work together.

  2. A single multiline text field, which required no setup but made it impossible to filter, search, or analyze addresses by region, country, or state.

Both methods were time-consuming and lacked flexibility.

The new address field solves this problem by letting you record all details in one consolidated field, while still giving you the ability to view, filter, and report on each part separately.


Key Highlights of the New Address Field  

1. Structured and detailed address capture  

The new field breaks down address information into well-defined components:

Country/Region

Flat/House number/Building/Apartment

Street address

City

State/Province

Postal/Zip code

Latitude and Longitude



Each of these sub-fields can be viewed, filtered, and used in reports, making address data far more actionable.



2. Predefined global lists for countries and states  

No more manual entry of states and countries. The new address field comes with standardized country and state sets:

Choosing a country instantly filters relevant states.



  1. Ensures consistent spelling and prevents typos.
  2. Keeps your reports and analysis accurate.
Admins can also customize these lists in Global Sets by adding or removing items as needed.


3. Accuracy with address update preferences  

To maintain clean and valid data, you can define how address updates are handled:

  • Restrict updates to only configured countries and states.

  • Decide what happens when invalid entries are detected:

    • Skip just the invalid country/state update and continue with record creation/update.

    • Or stop the entire record update if the data doesn’t match.

This ensures your CRM database stays accurate and reliable.



Availability & Usage Guidelines  

Supported Editions: Professional, Enterprise, and Ultimate
Supported Modules: All modules, except User modules, Linking modules, and Tasks, Calls, and Meetings
Limit: Maximum of two custom address fields per module

Alert
  • Important Notes  

    • New sign-ups: The system-defined address fields will automatically appear in the new format for modules like Leads, Contacts, Accounts, Vendors, Quotes, Invoices, Sales Orders, and Purchase Orders. Admins can also add additional custom address fields.

    • Existing orgs: Admins can add the new address field via the layout editor. It will be available in the field tray as a custom field.

    • Not yet supported: Webforms, Automation (field updates), Process Management, and Zia Enrichment. (Support for these will be introduced soon.)

    That’s all for this update! We hope this new address field makes data entry and management in Zoho CRM smoother and more powerful.


For Further information, visit www.pfc-group.com
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