Zoho CRM: Accessibility Features
What is accessibility, and why does it matter in Zoho CRM?
Accessibility refers to the design of products, services, devices, or environments in such a way that they can be used by everyone, regardless of their disabilities. Accessibility is the removal of these barriers. Even seemingly small changes can make a big difference for many users. For example:
- Reading tiny text is challenging, especially for those with visual impairments and older individuals. Adjusting font sizes can greatly enhance readability for all.
- Color is commonly used to indicate important information. For instance, green for enabled switches or red for mandatory fields. Having this information available by other means (text, symbols, and so on) helps users with color vision impairments.
- Users who can't use a mouse often use keyboards instead. Providing full keyboard access to the CRM and the option to skip sections expands navigation for all users.
Accessibility in Zoho CRM
For the millions of users who rely on Zoho CRM daily—especially those with disabilities—accessibility controls give them the tools they deserve to achieve what they're capable of.
Just as businesses can customize our CRM to meet their specific requirements, individual users can leverage 18 accessibility controls to accommodate their unique needs. They no longer have to deal with a "standard" CRM that only works for users without disabilities.
You can access these via Setup > General > Personal Settings > Accessibility.
Vision
- Screen reader support: Users who are blind or have visual impairments rely on screen readers to complete tasks.
- Zoom support: Users with vision impairment often need to zoom into parts of the interface to perceive details. Users can zoom up to 150% without disrupting the interface's cohesion.
Adjustable font size and spacing: Text is crucial in CRM interfaces and affects user experience. Users can easily adjust font size for better readability, eliminating the need to zoom in. Similarly, users can adjust spacing to make text easier to read.
- Magnify text on hover: Users can use this option to zoom-on-demand. Simply press the alt (Windows) or option (Mac) key to enlarge difficult-to-read text elements.
- Motion control: Although animations can enhance an interface's appeal, they can also be distracting and uncomfortable for users. users now have the option to reduce animations for a distraction-free experience that's easy on the eyes.
- Switch labels: Toggle switches generally use color to indicate their state, such as green to indicate a toggle is enabled. This can be a barrier for users with color vision impairments. With this option enabled, users can quickly determine the state of a switch in Zoho CRM, as shown below:
- Strikethrough disabled buttons: Disabled buttons are grayed out like toggle switches, but this can be difficult to distinguish for users with color vision impairment. Enabling a strikethrough cue makes it easier for users to identify these buttons, as shown in the example below:
- Form display mode: Filling out forms can be difficult for users with disabilities, as it can require zooming in, scrolling, and tabbing through fields. To make it easier, users can enable the form display mode, which users can use to shrink a form down to its mandatory fields, fill them out, and then move on to the next task.
- Mandatory field appearance: Users can now personalize the presentation of mandatory fields, such as by denoting them with an asterisk or a "Required" label.
- Custom error messages display: Forms can pose a challenge for users with color vision impairment, particularly when it comes to error messages. These messages are typically displayed in red, but this may not be visible for those with color blindness. To address this, users can now select a more accessible color and even include an error icon for easier identification.
- Flashing screen for notifications: It's easy to miss notifications in Zoho CRM in certain cases. To address this, users can enable this option, which causes the screen to flash twice when they receive a notification.
- ARIA landmark: Users without low vision can perceive an interface's structure at a glance and navigate directly to the section they want. This isn't always the case for users accessing Zoho CRM with assistive technology like screen readers. To help them perceive and navigate the interface easily, they can enable ARIA landmarks, which help them understand the page quickly and skip to the sections they need to get their work done.
Motor
- Keyboard shortcuts: Many users with and without disabilities prefer using their keyboards to navigate around the CRM and take actions. They can create and use keyboard shortcuts for frequently performed actions. This option has already been released and will now be moved under the Accessibility tab.
- Zia voice assistant: Some users may not be able to use a mouse or a keyboard. An example would be users with severe motor impairments. We now offer our built-in Zia Voice Assistant to assist such users in navigating Zoho CRM and completing their tasks. Please note that only English language voice commands are supported for now; it isn't yet available in CN, SA, or JP DCs.
Interaction
- Reading focus: The CRM interface is often packed with information so as to present an all-in-one view, but this can be overwhelming for users who are easily distracted. Reading focus enables them to block out distractions and focus solely on the area around their cursor.
- Underline links: Links are important for navigating Zoho CRM, but it's crucial to distinguish them from regular text. This is usually done through color, which can be problematic for users with color vision impairment. In such cases, they can have links underlined for easy identification.
- Standard navigation order: For users navigating the CRM with a screen reader and a keyboard, this option ensures that navigation starts from the first DOM element and proceeds in a consistent pattern (from top to bottom, left to right, and without skipping any elements).
Achieving WCAG 2.2 Level AA compliance: A major step towards inclusive accessibility
The Web Content Accessibility Guidelines (WCAG) are a globally recognized framework of recommendations designed to enhance web accessibility.With our accessibility controls in place, we're happy to announce that we're compliant with
WCAG 2.2. Level AA.Note: For the following features, full compatibility is currently limited to the home page, custom view, and standard record view for create, edit, clone, and details pages:
- Screen reader
- Zoom
- Custom error message display
- ARIA Landmark
- Standard navigation order
For the following features, full compatibility is currently limited to the standard record view of create, edit, clone, and details pages:
- Form display mode
- Mandatory field display
We encourage you to do the following:
- Explore: Familiarize yourself with the new accessibility controls and let us know what works and what doesn't.
- Share: Inform your teams and clients about these enhancements.
- Support: Assist users in customizing their settings for the best experience.
Accessibility controls feature is not live to all the customer, to get early access please do drop email to us.
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