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Thursday, February 5, 2026
Zoho CRM - Record Category for Status Overview
Zoho CRM introduces Record Category, a new feature that groups detailed picklist values into broader status categories like Open, Success, or Failed for high-level record overview. You can filter and report by category across all modules except Users, Quotes, and financial documents.
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Zoho CRM introduces Record Category, a new feature that allows you to group picklist values into broader status categories for high-level record overview. The feature enables:
- Grouping multiple detailed status values into consolidated categories, such as mapping deal stages into Open, Success, or Failed categories
- Visual indicators using Thumbs Up and Thumbs Down icons to indicate category nature
- Display transitions showing status progression paths on record details pages
- Filtering and viewing records by category using Record Category as a criterion in views and filters
- Category-based reporting across all CRM modules except Users, Quotes, Invoices, Sales Orders, and Purchase Orders
Availability: Supported in all paid editions. Currently available for CN, JP, AU, CA, SA, UAE, EU, and US data centers in all editions; IN data center in Standard and Professional editions.
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