Découvrez Canvas Record Form dans Zoho CRM

Découvrez Canvas Record Form dans Zoho CRM



Canvas est une plateforme de conception puissante conçue pour transformer l'expérience utilisateur de Zoho CRM, au niveau visuel et fonctionnel. Elle est désormais disponible pour les formulaires d'enregistrement qui permet de personnaliser les enregistrements !

Canvas Record Form enrichit Zoho CRM en introduisant un niveau avancé de personnalisation pour la création d'enregistrements. Cette nouvelle partie de Canvas permet aux utilisateurs de concevoir des formulaires qui sont complets, mais aussi visuellement alignés sur l'identité de marque et les flux de travail. Elle permet de passer de la simple gestion des données à la création d'une expérience CRM plus intuitive.


A quoi sert le formulaire d'enregistrement (Record Form) Canvas ?

Auparavant, la création d'enregistrements se limitait à une vue standard avec des possibilités de personnalisation limitées. Les formulaires d'enregistrement ne pouvaient donc pas s'adapter aux besoins de votre entreprise, ni à ses processus et à son image de marque. La fonctionnalité de Canvas adaptées aux formulaires d'enregistrement vous permet de personnaliser des champs de votre formulaire, afin d'assurer que les interactions avec votre CRM soient aussi intuitive et efficace que possible.
  • Personnalisation : adapter les formulaires d'enregistrement à votre marque pour une expérience personnalisée.
  • Expérience utilisateur : rationaliser la saisie des données grâce à des mises en page intuitives afin d'améliorer la facilité d'utilisation.
  • Efficacité : renforcer la productivité grâce à des formulaires conçus pour des processus ou des rôles spécifiques afin de réduire l'encombrement.
  • Flexibilité : adapter les formulaires pour répondre à divers besoins et créer plusieurs formulaires personnalisés par module.

Fiches d'enregistrement personnalisées

Il est possible de modifier et de concevoir facilement la mise en page de vos formulaires d'enregistrement afin de rationaliser la saisie des données, de mettre en évidence les informations clés et de créer une interface qui reflète visuellement votre marque.


Nous avons ajouté un nouvel onglet "Vue du formulaire" qui vous permet de personnaliser et d'accéder aux vues du formulaire. Vous pouvez y voir une liste de toutes les vues de formulaire créées pour différents modules, ainsi que créer des vues de formulaire, importer des modèles de Canvas, créer des attributions de Canvas, gérer des règles de Canvas et traiter des clés de Canvas.


Éléments du créateur de formulaires d'enregistrement Canvas

Dans l'éditeur Canvas, la vue formulaire comprend tous les éléments essentiels :
  • Données : il s'agit des informations essentielles du module, telles que le nom du contact, son e-mail, la personne responsable de l'enregistrement et d'autres détails pertinents.
  • Éléments : il s'agit de divers outils tels que des images, des lignes, des tableaux, des sections, des zones de texte, des boutons et des icônes.
  • Styles : il s'agit d'une gamme de choix de mise en forme pour améliorer les aspects visuels de vos données, y compris la modification des couleurs, des styles de police, des tailles, etc, en fonction de votre image de marque ou de vos préférences de conception.

Exemples d'utilisation

La souplesse du formulaire d'enregistrement Canvas lui permet de s'adapter à un large éventail d'applications dans Zoho CRM, qu'il s'agisse de simplifier les formulaires de saisie de prospects ou de créer des soumissions détaillées de tickets de service client. Voici quelques scénarios où les formulaires d'enregistrement personnalisés peuvent avoir un impact significatif :
  • Équipes de vente : personnalisez les formulaires de prospects et d'opportunités pour capturer les informations précises nécessaires à des processus de suivi et de qualification efficaces.
  • Service client : concevez des formulaires de soumission de ticket qui guident les clients en leur permettant de fournir toutes les informations nécessaires, ce qui aide les équipes de support à régler les problèmes plus efficacement.
  • Services des RH : Rationalisez l'intégration des employés grâce à des formulaires personnalisés qui permettent de réunir les informations essentielles tout en présentant aux nouveaux employés le style et l'image de votre marque.
Avec cette nouvelle fonctionnalité de Canvas, nous avons également renforcé ses capacités pour répondre aux besoins de mise en évidence des champs afin d'améliorer la visibilité de vos représentants de vente. Cette personnalisation supplémentaire vous permet désormais de mettre en évidence des champs en fonction de différents états, tels que le style par défaut, les champs obligatoires, les erreurs de données basées sur des règles de validation ou lorsqu'un champ est désactivé pour l'édition.


Utilisez-vous Canvas for CRM dans votre organisation ? Comment cela a-t-il aidé vos équipes. Partagez avec nous votre point de vue dans les commentaires ci-dessous.

L'équipe Zoho France

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