Kaizen 211 - Answering your Questions | Using Canvas and Widgets to Tailor CRM for Mobile

Howdy, tech wizards!  

We are back with the final post in addressing the queries you shared for our 200th milestone.

This week, we are focusing on a couple of queries on Zoho CRM mobile configurations and custom payment gateway integration. 

1. Mobile SDK or Configurable Mobile Layouts: Create Kaizen walkthroughs on customizing layouts or embedding widgets on the Zoho CRM mobile app to improve field sales experiences.

Let us break down this query into three parts for better understanding.

Mobile SDKs

The first part relates to Mobile SDKs.

We are preparing detailed walkthroughs and examples for these, which will be published in the upcoming weeks. Stay tuned for deep dives into integrating SDKs for custom mobile CRM experiences.

Customizing Layouts for Mobile

We assume that you are looking to customize layouts for modules specifically for the mobile view. Zoho CRM currently allows layout customization for modules, and these changes reflect across both web and mobile interfaces.

However, if you need a design tailored for mobile, you can achieve this using Canvas.

Canvas in Zoho CRM lets you design custom layouts with flexible styling that adapt well to mobile screens.

Here is a quick walkthrough on how to design a Canvas layout optimized for mobile view:

1. Log in to Zoho CRM and navigate to Setup > Customization > Canvas.

2. Switch to the Details View tab and select Mobile.

3. Click Create Mobile Record Detail Page. A pop-up window will appear.

4. In the pop-up, choose the module and its corresponding layout, then click Create.

5. You will now see a template selection window. Choose from a predefined template or select Create a Blank Template.

6. If you selected a predefined template, it will open in the editor where you can further customize it.

If you chose a blank template, drag and drop the required fields from the left pane to design your preferred layout.

For detailed guidance, refer to the Customizing Record Detail Page Using Canvas help page. 

Embedding Widgets on Zoho CRM mobile App

You can create a widget using the Zoho CLI following the standard widget creation process.

To make your widget mobile-friendly, use Bootstrap CSS for responsive design and smooth rendering on smaller screens.

When uploading your widget to Zoho CRM, ensure you check the option to enable mobile support so it is accessible on the CRM mobile app as well.

Zoho CRM > Setup > Developer Hub > Widgets > Create New Widget

2. Custom Payment Gateway Integrations. The basic Steps that we need to be taken care of.

We assume you want to integrate a custom payment gateway with Zoho CRM. Please contact Zoho Marketplace at tech@zohomarketplace.com and share more details about your business scenario so we can assist you better.

We hope this clarifies your mobile-centric query and helps you make the most of the Zoho CRM mobile experience.

Thank you once again for your continued engagement and for making our 200th Kaizen milestone truly special with your questions and feedback.

For further assistance, feel free to reach out to us at support@zohocrm.com.

We will meet you next Friday with another exciting topic to explore!

Cheers!

------------------------------------------------------------------------------------------------------

Previous Kaizen: Event Management System using ZDK CLI | Kaizen Directory: Home

------------------------------------------------------------------------------------------------------

• Topic Participants

• Kiruthiga G

  

• Sticky Posts

• Kaizen #198: Using Client Script for Custom Validation in Blueprint

  Nearing 200th Kaizen Post – 1 More to the Big Two-Oh-Oh! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.

• Kaizen #226: Using ZRC in Client Script

  Hello everyone! Welcome to another week of Kaizen. In today's post, lets see what is ZRC (Zoho Request Client) and how we can use ZRC methods in Client Script to get inputs from a Salesperson and update the Lead status with a single button click. In this

• Kaizen #222 - Client Script Support for Notes Related List

  Hello everyone! Welcome to another week of Kaizen. The final Kaizen post of the year 2025 is here! With the new Client Script support for the Notes Related List, you can validate, enrich, and manage notes across modules. In this post, we’ll explore how

• Kaizen #217 - Actions APIs : Tasks

  Welcome to another week of Kaizen! In last week's post we discussed Email Notifications APIs which act as the link between your Workflow automations and you. We have discussed how Zylker Cloud Services uses Email Notifications API in their custom dashboard.

• Kaizen #216 - Actions APIs : Email Notifications

  Welcome to another week of Kaizen! For the last three weeks, we have been discussing Zylker's workflows. We successfully updated a dormant workflow, built a new one from the ground up and more. But our work is not finished—these automated processes are

• Recent Topics

• Best Way to Manage Email Notifications While Running a Strategy Website

  I am currently managing a content-based website, and I use Zoho Mail for handling contact forms, user queries, and collaboration emails. One challenge I am facing is organizing incoming emails efficiently, especially when messages come from different

• Zoho Mail Android app update: Calendar enhancements

  Hello everyone! In the most recent version of the Zoho Mail Android app update, we have introduced various new enhancements for the calendar module. Let's explore what's new. Drag and drop events to update the date and time We have enhanced the calendar

• Enhance Delay Configuration in Zoho Flow

  Dear Zoho Flow Support Team, We are writing to request an improvement to the delay configuration process within Zoho Flow. Currently, users are required to manually enter the exact delay duration (e.g., "2 days") in the delay block. This can be time-consuming

• Contratação ProdutivosX

  Bem-vindo(a) ao processo de contratação da ProdutivosX. Este formulário tem como objetivo coletar informações essenciais para análise de perfil profissional, alinhamento de competências e possível integração ao equipamento ProdutivosX. A ProdutivosX é

• Enhance Sign CRM integration

  Hello all, I'm working on a custom Deluge script to enhance the integration between Zoho CRM and Sign by using a writer merge template for additional flexibility. I want to replicate the post-sign document integration that exists between CRM and Sign

• Unified WhatsApp Number Management in Zoho Desk and SalesIQ

  Dear Zoho Desk Support Team, We are currently utilizing both Zoho Desk and Zoho SalesIQ for our customer support operations. While both platforms offer WhatsApp integration, we are facing challenges due to the requirement of separate WhatsApp numbers

• Email Field Validation Incorrectly Rejects RFC-Compliant Addresses (Forward Slashes)

  I've encountered a validation issue with Zoho Creator's Email field that rejects RFC-compliant email addresses containing forward slashes, and I'm hoping the Zoho team can address this in a future update. The Issue When entering an email address containing

• Plug Sample #15 - Enable Human-Like, Contextual Interactions in SalesIQ with Zia Agents

  Zia Agents are conversational AI assistants designed to understand user intent and respond intelligently, helping businesses automate conversations and offer personalized support at scale. While Zia Agents are yet to be publicly released, access is currently

• Best way to schedule bill payments to vendors

  I've integrated Forte so that I can convert POs to bills and make payments to my vendors all through Books. Is there a way to schedule the bill payments as some of my vendors are net 30, net 60 and even net 90 days. If I can't get this to work, I'll have

• Seamless Round-Trip Navigation for Related Blocks (Detail View)

  As highlighted previously in this post (and here, here, here, and here), we still lack a fundamental capability for seamless navigation in Related Blocks. The popup that appears when adding a related record doesn't exist for viewing/editing existing records,

• Social Profile Logo Format

  Hello, I'm using Zoho Sites and am attempting to add a couple of social media accounts to my profile that aren't included in the default platforms that are available. What format is the logo required to be in? I have tried .png and .jpg with no success.

• How to create Sepa Direct Debit XML file: solution and code

  Even though Books provides a payment integration for Stripe and Gocardless (in Europe) there are customers that want to use the Sepa services of their own bank. Mainly because Stripe and Gocardless are quite expensive. In that case they would need a Sepa

• Traditional Spreadsheet vs Zoho Tables

  Hello everyone, This article explains the differences between Spreadsheet applications and no-code databases, such as Zoho Tables. While both tools belong to the "grid" family, the core difference lies in their purpose. A spreadsheet (such as Zoho Sheet,

• RFQ MODEL

  A Request for quotation model is used for Purchase Inquiries to multiple vendors. The Item is Created and then selected to send it to various vendors , once the Prices are received , a comparative chart is made for the user. this will help Zoho books

• Delegate Access - Mobile iOS/iPad

  We’re over the moon that delegate access is now available in Zoho Mail as we were nearly ready to switch platforms because of it! Is there a timeline on when delegate mailboxes will be accessible from the iOS and iPad OS applications? Thanks, Jake

• Request For Quotation (RFQ) module

  Hello, Do you have any plans to implement a RFQ module in to ZOHO Inventory? I would like to chose items that I require a price for, select a number of different suppliers to e-mail and have them submit there pricing online. I would then like to see a

• Support for Developing Zoho Recruit Extensions via Zoho Sigma

  Hi, I’m interested in building an extension for Zoho Recruit using Zoho Sigma. However, when I navigate to Sigma and attempt to create a new extension (via the "New Extension" option), Zoho Recruit does not appear as a listed service—only options like

• FOLDER DISAPPEARED

  Hello Zoho Community. I recently found a problem with no explanation: a folder in Zoho Analytics just disappeared, but the tables and SQL sentences still existed, the folder was not deleted. The solution for me in this case was to create a new folder,

• How to create estimates/Invoices with sub-totals

  Every other accounting package can create estimates and invoices with Sub-totals. How can I do that in ZohoBooks?

• Deluge scripts

  Why is there not a search function to make it easier to find the script of interest when modifications are required.

• Social media simplified with Zoho Social: Why should brands have a Threads profile?

  Just over a year ago, Instagram launched Threads, the all new social media app primarily focusing on sharing text online. It was welcomed by people worldwide with more than 10 million users in just seven hours, and it currently has over 175 million active

• Auto tracking URL generation based on Carrier

  Hi, While creating a shipment order for a package in Zoho Books, I have a requirement that for example, if the carrier is Delhivery and tracking number is 1234, then can automatically the tracking link/URL be generated as www.delhivery.com/1234. Similary,

• New Beginnings with Zoho Desk mobile app best practices: Part 3

  In focus: Scaling consistency, intelligence, and customization In our third installment, we'd like to share tips to help you elevate your customer experience as you handle support operations seamlessly on mobile. Let's reconnect with Omniserve, the field

• Highlights of 2025: Milestones and moments

  Hey everyone! As we step into 2026, it’s a great time to look back at everything 2025 brought to Zoho Social. This year was big, packed with powerful new features, smart enhancements, exciting events, and a major milestone: a whole decade of Zoho Social.

• Introducing the sandbox environment in Zoho Sign

  Hey there! Customer and partners across the globe have been requesting a testing environment—also called a sandbox—for quite some time. Sandboxes help you try out document workflows before using them in your production setup. This new year, we are excited

• Can I share the drive with another Windows user?

  We use the WorkDrive Sync application on a server with several remote desktop users. Our question is: Can the drive created by WorkDrive Sync be shared from one of these remote users with the other users so they can access the files, or do we need to

• Syncing Bills in Zoho Books to Zoho CRM

  Is there any way to sync the Bills in Zoho Books in Zoho CRM

• Auto CheckOut Based On Shift.

  This Deluge script runs on a scheduled basis to automatically set the 'Actual_Check_Out' time for employees who haven't manually checked out. If the current time is past their scheduled 'Shift_End_Time', the script updates the check-out time to match

• ERROR: Product type cannot be changed for Items having transactions.

  I have mistakenly added a product type as goods for an item that was a digital service. Now when HSN/SAC became mandatory, this brought my attention to this error I did. So I tried changing the product type but it displayed this error message Product

• Boost your CRM accuracy with smart Data Enrichment

  Hello all! In this post let's look at data enrichment from a holistic perspective to gain more clarity on how you can use it. So, here's a quick recap of what data enrichment is and how you set it up it to enhance your existing module data! What is data

• Is it possible to set a region lookup table so that my deal country can lookup this lookup table

  Hi there, I would like to be able to add a data lookup table with the following fields: Country, Region. And then in my deal report, i can then lookup this table to fish out the region in my report. This will be important for my sales process to categorise

• Test Emails Show Sent "via zcsend.net" in My Gmail Account

  I noticed the following info... However, a few email service providers such as Outlook and Gmail will display that the email was sent by zcsend.net (Zoho campaigns’ server) on your behalf instead of just your from email address.  In order to prevent this, you can go for either of these options: Do not select the check box meant for DomainKey Signature which is listed under Unverified sender domains. Include our mail servers by advanced authentication method such as SPF/ Sender ID and DomainKey/ DKIM.

• 'UnAuthenticated Connection: zbooks_connection'

  I have a zoho connection in Zoho Books, the link name es zbooks_connection, but I like to validate if exist, by example if I use this line in my code: response=zoho.books.getTemplates("", "","zbooks_connection"); But I don't  have the connection I like

• Calling the new 'Custom API' feature from within a Custom Widget

  From what I've learned it is not possible to call an endpoint from the new "Custom API" feature within a Creator Widget. The SDK's doesn't support it yet, when calling it natively you end up with CORS issues or at least I couldn't get it working even

• Cannot post to Instagram. I get the error: Insufficient permission to publish on this page. Check with your page Admin to update permissions.

  We had another admin that left the company. Since he left, we get this error when posting to Instagram.

• What is the maximum email domains ?

  I help manage about 20 associations and I'm looking for a way to centralize them in one place. Does Zoho Mail pro or enterprise support 20-30 domains for 3-5 users each?

• Add to Workdrive filter

  I'm trying to create a filter that will upload attachments in emails and the e-mail body to a folder in workdrive. I am able to do one or the other (attachment, or e-mail content), but not both. I first tried it using the "Email (EML) + attachment" option.

• Zoho desk desktop application

  does zoho desk has a destop applicaion?

• Ability to re-order Workflow Rules

  We really need the ability to re-order workflow rules within departments.  Either the ability to drag/drop them into a different order or something.

• Create an article template

  I have a question concern the Knolwedge Database from Zoho Desk. There is any possibility to create an article template ? Exemple of what I research : TODAY : I want to create a lot af articles with the same baseline > I create one article > I copy/paste

• Next Page