Enhancements in Canvas

Enhancements in Canvas

Dear All,

Greetings!

Canvas lets you design the record details page to suit your brand or business preferences. We are glad to introduce the following enhancements to uplift your design experience.
  1. Reusable Components
  2. Style Presets
Let's go!
Reusable Components : Components like elements, style, and field data, form the structure of a template.
Thus far, you can either create a template from scratch or update an existing template from the gallery. Either way, if you want to use a particular component (for example: record owner info.) in all your canvases, you might have to recreate it or clone the template, edit and remove extra components each time.

Now for your convenience, we are providing the option to reuse components.

There are two ways in which you can reuse components,
  • You can save a desired component into reusable components and use it in another template.
  • You can use the pre-existing components from the gallery.
P.S.: These components can be reused across modules and the field data in the existing module will automatically be mapped with the field data of the new ones.

Style Presets: Style options like background, padding, border, radius, depth, and visibility can be applied to emphasize and customize the elements according to your preference.
Currently, these styles can be copy-pasted once in the same template, but it cannot be reused on different canvases.
Now, we are allowing to add these styles to presets, so that if you want to use the same style format in different modules, you can select the element and apply the saved style from the presets.

Also, like reusable components, you can use preferred style options from the gallery.

The following style options can be added to and used from presets:
  • Text, Label, and Value
  • Field
  • Section and Page
  • Tab
  • Related Lists
  • Table
  • Buttons

That is about the update, we have opened this feature for all users.
For more information about customizing canvas, refer to our help doc.

Thanks and have a good one!
    • Sticky Posts

    • Enrich your CRM data and keep them updated

      You spend a lot of your time and efforts in generating quality leads for your business. While generating leads is a challenge in itself, the real deal begins when sales reps try to nurture these leads and convert them as customers. So how equipped is your sales team with information about your leads matters a lot.  For example, you might be using webforms to generate leads and collect customer information from your website. The lesser your webform fields are, the more your sign-ups right? From optimizing
    • Zoho CRM Digest - February 2024

      We're thrilled to bring you the February digest, packed with exciting product updates and engaging discussions from the Zoho CRM Community. Keep reading to stay in the loop! Product Updates: Zia Enhancements Be it Tasks, Calls, or Meetings, Zia's activity
    • Canvas templates can now be shared with different CRM organizations

      ----------------------------------------Moderated on 14th February, 2023------------------------------------------- Dear all, This feature is now open for all users in all DCs. To learn more about importing and exporting canvas templates, read our help
    • Introducing Zia Presentation in Zoho CRM

      ----------------------------------------Moderation 2.0, Date: 22nd March' 24----------------------------------------- The Zia Presentation feature is now available for organizations in both Enterprise and Ultimate editions with 20+ user licenses in the
    • Blueprint enhancements - Parallel and multiple transitions, and more

      Last modified on Sep 4, 2023: All Zoho CRM users can now access these enhancements. Initially, these features were available only on an early access basis and by request. However, as of August 2, 2023, they have been made available to all users in all