Design & Print Data Directly using Canvas Print View

Design & Print Data Directly using Canvas Print View

Hello Everyone,

We are excited to announce a new addition to your Canvas in Zoho CRM - Print View. Canvas print view helps you transform your custom CRM layouts into print-ready documents, so you can bring your digital data to the physical world with ease.

Whether you’re printing labels for shipping, creating personalized forms, or need to document one particular record's information, this feature gives you the control and flexibility to design, customize, and print right from your CRM.

What can you do with Print View?

With Canvas Print View, you can print out a single record's data or a few selected records' data or even the total number of records per page onto physical sheets directly from your CRM account to your hands. Simply :
  1. Design a custom layout using Canvas by pulling details automatically from your CRM modules
  2. Generate a clean, printable sheet of mailing labels
  3. Print information out on standard paper sizes like A4 or Letter from your selected module,
  4. Automatically display cutting lines to guide separation for
  5. Save time and reduce manual errors without leaving your CRM

Scenario 1: Print Shipping labels from your CRM Account

Imagine you’re running a shipping or courier service, and you manage all your customer data within Zoho CRM. Your team needs to generate address labels for daily deliveries. You can use the print view to :
  1. Create a custom mailing label layout using Canvas and get customer contact details automatically from your contact module.
  2. Generate a clean, printable sheet of mailing labels
  3. Choose to display cutting lines to guide label separation
  4. Finally, print them out on standard paper sizes like A4, Letter from your selected module
And, Voila! Your team now has all the address labels they need for daily deliveries.

Look at the GIF below to understand how Canvas Print View works for print mailing labels.


Scenario 2 : Print Service Report Forms in an Auto-shop Repair Firm

Say, you run an automobile service centre, and you use Zoho CRM to track customer vehicles, service requests, complaints, and repair details. After completing a repair job, the technician updates the service record in CRM with details such as the vehicle model, service type, parts replaced, labour cost, and total cost.

Using the Print View feature in Canvas, the service centre generates a Service Report that includes:
  1. Customer name, email, and phone number
  2. Service number and Service date
  3. Vehicle Name, Complaint, and Feedback
Now, you can hand this printed report to the customer as proof of service where both the technician and the customer can be signed for acknowledgment and stored in the customer’s file as part of their service history. This is any day better than giving customers a rough invoice or verbal update, and encourages repeat visits for future services.

The GIF below will help you understand how Canvas Print View works for such scenarios.


Other examples where you can use this feature

Similarly, you can use the Print View feature of Canvas to create printable sheets for other scenarios, such as :

  1. Create academic course sheets, promotion letters and more automatically from the courses module,



  2. Resume, id card, or other identification forms for marketing activities or related events,



  3. Certificates, contracts, agreements, or guarantees that need to be manually attested by customers


Customization Options to print Mailing labels

Canvas Print View offers a wide range of customization options to help you design exactly how you want to print out your mailing labels. The options available are :
  1. Paper Sizes: Choose from Mailing Label formats based on your printing needs
  2. Orientation: Switch between Portrait or Landscape mode to suit your layout design
  3. Margins: Define precise margins for your printout or apply the same margin on all sides with a single click
  4. Print record in :
    1. Choose to print the mailing labels per page or in a list or in a Grid.
    2. To print mailing labels per page, users can choose the same margin for all sides and align center options.
    3. To print mailing labels in a list, users can choose the same margin for all sides, align center and cutting lines options.
    4. To print mailing labels in a grid, users can choose the same margin for all sides, align center, auto width, and cutting lines options.


Notes
Note :
  1. Align Center : Aligns your content to the center of the page or adjust freely
  2. Auto Width : Enable this setting to fit content dynamically within the layout
  3. Cutting Lines : Add visible cutting guides to clearly separate labels or sections on the page

Customization Options to print A4 or Letter format information

The customization options available for printing information in A4 or Letter paper sizes are :
  1. Margins: Define precise margins for your printout or apply the same margin on all sides with a single click.
  2. Print record in : Choose to print the information per page or in a list.
    1. To print information per page, users can only choose to apply the same margin for all sides.
    2. To print mailing labels in a list, users can choose to apply the same margin for all sides and enable cutting lines to guide separation.



Info
Availability : This feature is available to all users except for IN DC users. It will be opened up for the Indian data centre users shortly.

No more exporting, formatting, or jumping between tools to generate print-ready documents. Canvas Print View can be your print-buddy that can let you tailor documents to suit your business requirements.

Head over to your Canvas builder, select the Print View option, and start creating beautifully customized templates that work on paper just as well as on screen.

Feel free to comment below if you need any assistance from us!

Thanks & Regards
Serena Woolridge

    • Recent Topics

    • Read webpage - MSXML2.ServerXMLHTTP

      I have the following VBA script, put together from various sources (mainly zoho forum/help/support, so it once worked, I guess): private Sub GetListOfSheets() Dim url As String Dim xmlhttp As Object Dim parameters As String Dim html As String range("B1").value

    • Sortie de Zoho TABLE ??

      Bonjour, Depuis bientôt 2 ans l'application zoho table est sortie en dehors de l'UE ? Depuis un an elle est annoncée en Europe Mais en vrai, c'est pour quand exactement ??

    • Cannot Access Subform Display Order in Deluge

      As highlighted in this community post, we still have to deal with the significant limitation of not being able to access the user-sorted order of subform rows through Deluge. This creates a major disconnect between the UI capabilities and backend automation,

    • Add Attachment Support to Zoho Flow Mailhook / Email Trigger Module

      Dear Zoho Support Team, We hope you are well. We would like to kindly request a feature enhancement for the Mailhook module in Zoho Flow. Currently, the email trigger in Zoho Flow provides access to the message body, subject, from address, and to address,

    • Rename Record Summary PDF in SendMail task

      So I've been tasked with renaming a record summary PDF to be sent as part of a sendmail task. Normally I would offer the manual solution, a user exports the PDF and uploads it to a file upload field, however this is not acceptable to the client in this

    • Limitation with Dynamic Email Attachment Capture

      I've discovered a flaw in how Zoho Creator handles email attachments when using the Email-to-Form feature, and I'm hoping the Zoho team can address this in a future update. The Issue According to the official documentation, capturing email attachments

    • Presenting ABM for Zoho CRM: Expand and retain your customers with precision

      Picture this scenario: You're a growing SaaS company ready to launch a powerful business suite, and are looking to gain traction and momentum. But as a business with a tight budget, you know acquiring new customers is slow, expensive, and often delivers

    • Recruit API search

      Hi all, Attempting to call the search api endpoint from Postman using the word element as mentioned in api docs Search Records - APIs | Online Help - Zoho Recruit When making the call to /v2/Candidates/search?word=Saudi receive response of { "code": "MANDATORY_NOT_FOUND",

    • From Zoho CRM to Paper : Design & Print Data Directly using Canvas Print View

      Hello Everyone, We are excited to announce a new addition to your Canvas in Zoho CRM - Print View. Canvas print view helps you transform your custom CRM layouts into print-ready documents, so you can bring your digital data to the physical world with

    • Text/SMS With Zoho Desk

      Hi Guys- Considering using SMS to get faster responses from customers that we are helping.  Have a bunch of questions; 1) Which provider is better ClickaTell or Screen Magic.  Screen Magic seems easier to setup, but appears to be 2x as expensive for United States.  I cannot find the sender id for Clickatell to even complete the configuration. 2) Can customer's reply to text messages?  If so are responses linked back to the zoho ticket?  If not, how are you handling this, a simple "DO NOT REPLY" as

    • Custom Field for Subscription

      Hi, I can't find a way to add a custom field (to contain a license key generated from our software) against a subscription? Is the only place to add this information in the Invoice module (as custom field for invoice)? When a customer views his subscription via the customer portal, there appears no way to display a license key for them? The invoice is not the natural place to store a license key for a particular subscription, so where else can this be stored and displayed?

    • How to update Multi File upload field

      Assume that i have a multi file upload field,how can i update the same field again?

    • Custom Field in Zoho Projects pulling into Analytics

      We have a client that we have built our their new business process using Zoho Projects, and we have build a lot of custom fields with their their Projects where they are capturing specific data points that we want to be able to track and pull data, as

    • Marketer's Space - Holiday season email marketing tips you should know

      Hello Marketers! Welcome back to another post in Marketer's Space! 'Tis the season—that time of the year everyone eagerly anticipates. While most look forward to relaxing, marketers will be super-busy from late November to early January. Mistakes can

    • Zia Competitor Alerts made easy with Zia's suggestions

      Hi everyone, In addition to the existing manually added competitors, Zia will now find your competitors for you - instantly. Earlier, you had to identify competitors through research manually, support tickets, or tradeshows—a time-consuming process that

    • Depreciated mergeAndStore Function Help!

      Hello, I have a function designed to create a PDF containing information from the fields in a Deals record. There is a Writer Mail Merge template in WorkDrive that is populated via Deluge code, and a copy of the resulting PDF is then attached to the record.

    • Workdrive Oauth2 Token Isn't Refreshing

      I have set up oauth for a bunch of zoho apis and have never had a problem with oauth. With workdrive i am using the exact same template i usually use for the other zoho apps and it is not working. All requests will work for the first hour then stops so

    • Add Custom Field Inside Parts Section

      How to Add Custom Field Inside Parts Section in Workorder like Category and Sub- Category

    • Zoho CRM Community Digest October 2025 | Part 2

      Hello Everyone! From new mobile capabilities and smarter integrations to real-world workflow fixes and developer insights, all the highlights from the second half of October is covered right here. Let’s dive in. Product Updates: Zoho CRM Mobile Updates:

    • CRM Related list table in Zoho analytics

      In Zoho Analytics, where can I view the tables created from zoho crm related lists? For example, in my Zoho CRM setup, I have added the Product module as a related list in the Lead module, and also the Lead module as a related list in the Product module.

    • Understanding Zoho Contracts

      Effective contract management relies on systems that are structured, organized, and reliable. Every feature, workflow, rule, and restriction in Zoho Contracts are designed the way they are to ensure consistency, compliance, and control across every stage

    • Tip of the Week #76– Automate your inbox during vacation in Zoho TeamInbox

      When you're on vacation or away from your desk, the last thing you want is for important emails to be missed or left unanswered. The good news is, you can easily set up rules in Zoho TeamInbox to assign incoming messages automatically to a teammate who's

    • Domain restriction for User Management actions in Zoho One

      Greetings, Zoho One Admins! To strengthen account security further and safeguard user management settings, we are imposing domain-based restrictions for user account-focused admin actions in Zoho One. In addition to password reset of user, organization

    • Zoho Mail iOS app update: Signature

      Hello everyone! In the latest version(3.1.7) of the Zoho Mail app update, we have brought in support to create, edit and remove signature within the app. You can create signature from the compose screen as well as from within the Settings module(inside

    • Copy paste from word document deletes random spaces

      Hello Dear Zoho Team, When copying from a word document into Notebook, often I face a problem of the program deleting random spaces between words, the document become terribly faulty, eventhough it is perfect in its original source document (and without

    • Zoho Mail iOS app update - RTL languages support and access emails using permalink and universal link, image upload resolution

      Hello everyone! In the most recent version of the Zoho Mail iOS app update, we have brought in support for RTL languages(Arabic and Urudu), providing a seamless reading experience with proper text alignment and layout throughout the app. We have also

    • Desktop app doesn't support notecards created on Android

      Hi, Does anybody have same problem? Some of last notecards created on Android app (v. 6.6) doesn't show in desktop app (v. 3.5.5). I see these note cards but whith they appear with exclamation mark in yellow triangle (see screenshot) and when I try to

    • Approval Button in Subform

      Hi Team, I’m working on a subform-based requirement where users will submit requests, and these requests must go through approval by multiple team managers. Each line item in the subform needs to be individually approved or declined based on the user's

    • Reporting Limitation on Lead–Product Relation in Zoho CRM

      I noticed that Zoho CRM has a default Products related list under Leads. However, when I try to create a report for Lead–Product association, I’m facing some limitations. To fix this, I’m considering adding a multi-lookup field along with a custom related

    • Zoho CRM for Everyone's NextGen UI Gets an Upgrade

      Hello Everyone We've made improvements to Zoho CRM for Everyone's Nextgen UI. These changes are the result of valuable feedback from you where we’ve focused on improving usability, providing wider screen space, and making navigation smoother so everything

    • Setting checkbox value on template in Sign from Creator

      Good day, Please help me understand how do I set a tick from a checkbox in Creator into a checkbox on a Sign template. Below is the only values on the Sign template and the code from Creator, "field_boolean_data": {}, "field_date_data": {}, "field_radio_data":

    • Zoho Projects - Unread Comment Icon

      Hi Projects Team, It would be great if there was a notification I con on the comments icon so it's easy to see which tasks have new comments. Something like a red circle with a number of unread comments would be great. Thanks for considering my feed

    • Zoho Projects - Update Feed via API

      Hi Projects Team, Please consider adding an API to allow update and retrieval of messages to the Feed. Thank you

    • Automated log-out/session end

      I'm concerned about security of our data. Is it possible to set an automatic time-out for user sessions on Zoho CRM, after a certain period of inactivity or when the session reaches a certain duration (12 hours perhaps)? 

    • Subform auto populate values

      Hi Team, I’m trying to retrieve values from Zoho People using API functions and dynamically populate them into a subform. For example, I’ve created a form with several fields that users will fill out. Based on their input, I need to fetch records from

    • What is New in CRM Functions?

      What is New in CRM Functions? Hello everyone! We're delighted to share that Functions in Zoho CRM have had a few upgrades that would happen in phases. Phase 1 An all new built-in editor for better user experience and ease of use. ETA: In a couple of days.

    • Gantt Chart - Zoho Analytics

      Are there any plans to add Gantt Charts capabilities to Zoho Analytics?

    • WhatsApp Calling Integration via Zoho Desk

      Dear Zoho Desk Team, I would like to request a feature that allows users to call WhatsApp numbers directly via Zoho Desk. This integration would enable sending and receiving calls to and from WhatsApp numbers over the internet, without the need for traditional

    • Request for Auto PO - Min–Max based Automated Purchase Feature

      Dear Zoho POS Team, I’m writing to request a feature enhancement that would significantly streamline inventory management for businesses using Zoho POS — particularly supermarkets, FMCG retail, and multi-store operations like ours. Feature Requested:

    • Identify long running sync jobs/tables

      My sync process causes strain on my production database and I'd love some tools/alerts to help me identify which tables are taking the longest. The current screen only shows 3 tables at a time and truncates the last fetch time so that it is very cumbersome

    • Next Page