The Canvas module view gets an exciting face-lift

The Canvas module view gets an exciting face-lift

 Announcement moderated on: 4th July,2023

The Canvas module view revamp has been successfully opened for all users in all DCs today. 

Dear All, 

We hope you're well!


When it comes to business productivity, data organization and accessibility play a crucial role. However, given the reality of a growing business, maintaining a tidy dataset is an uphill battle. For this reason, Zoho CRM enables you to index your data in three systematic module views: list view, Kanban view, and canvas view. While each serves a distinct purpose, today we're here to announce a revamp of our existing canvas view.  We're thrilled to talk about it. Let's go!

We're replacing our legacy canvas module view editor with our bespoke Canvas builder.

The all-new Canvas builder is a powerful design suite loaded with sophisticated design elements. True to its name, Canvas is a versatile and highly customizable tool; you can add a range of components to each canvas you create—like your business logo, images, or icons—and apply interactive styling that puts the right emphasis on the most important information.

Now, how does this revamp benefit a CRM user?

The module view serves as the face of your database; it's the first thing a user looks at upon entering a module. The new Canvas revamp not only enables you to design the aesthetic of your database, but also amplifies the user experience and adoption among your employees. It allows you to:
  • Personalize your CRM to match your brand guidelines.
  • Enhance data accessibility and user productivity.
  • Complement your module view designs with that of the designs in your record details page.
  • Create a memorable customer experience when extended through client portals.
Here's a quick comparison of the outputs of the legacy canvas module view versus the new canvas module view:

In addition to upgrading the canvas view builder, this revamp also comes with new module views to accommodate different types of data.

New views in Canvas 

We understand every business accumulates different types of data that requires distinct representations for better comprehension, so we've come up with three types of Canvas module views. 

Custom list view

The custom list view is a horizontal stack of your records that offers sufficient space to accommodate vital information without clutter. With elements like sections and lines, you can organize your data within the expanse of the template, giving prominence to each data type. You can also hide or show labels to make more efficient use of the template space. 


Tile view 

The tile view makes records look like business cards. Much like a product lineup, the tile view arranges your records from left to right, and you can set tiles to be a square or rectangle. This view is a great way to showcase your records in one glance.  

Table view 

The table view is an extension of the standard list view, which is a simple tabulation of record information. You can keep the entire view in one color or alternate colors between rows. This view is best for displaying simple factual information like inventory, invoices, and so on. 

About the new Canvas builder 

The Canvas builder is straightforward to use. You can choose designs from the gallery or build from scratch.

Components of the builder 

The Canvas builder for module views comes with three fundamental components: 

Data
The data component contains all the fields, buttons, and links applicable to the module.
Example: Lead name, email ID, record owner, and so on.

Elements
Elements help you classify and organize your data via images, lines, tables, sections, text boxes, buttons, and icons.
Example: Your logo is an image element that will appear throughout all record items.

Styles
Styles contain formatting options for your data. You can ascribe colors, font types, font sizes, borders, padding, and radiuses, according to your preferences.

Managing canvas templates 

Only administrators and users with "manage custom view" permissions can create and manage canvas templates for an organization. Creations are present in a list view under Setup > Customization > Canvas > List view, where you can edit, clone, delete, preview, rename, activate, or deactivate templates. You can also define criteria and manage canvas rules from the same page. 
 

Edition availability and limits 

The legacy Canvas editor was available only for organizations using Enterprise and Ultimate editions. Thanks to this revamp, we've extended the new builder to organizations in Standard and Professional editions as well.
Here are the edition-based limits for each view: 


If you'd like to downgrade (say, from Enterprise to Professional), only three templates will stay activated for each view, removing the ability to activate/deactivate the rest of your creations. The same will apply when downgrading to the Standard edition.
 

Important points to note:

  • While we've provided most design capabilities, native features like reusable components and presets and Client scripts are not available in this first release. We are, however, working on these features and you can expect them soon.
  • The legacy canvas editor enabled individual CRM users to create and manage templates all by themselves. Now, upon revamping the console, the following points are true:
    • We will migrate your templates to the new builder without affecting the designs you've created.
    • All the personal design templates created earlier by users and shared among peers will be publicly available under the Canvas list view tab. Admins or users with "manage custom view" permissions can choose to enable or disable this. If the former designs are enabled, they will be enabled for all users in the organization.
    • Users without these permissions—even though they might be the original owner or creator of a design—will not be able to view or edit the designs.
 
That's all for the Canvas module view revamp. For more information on how to create canvas templates, business scenarios, and tips, kindly read our help document Customizing Module View Using the all-new Canvas design suite. 

Thanks and have a good one!

Kind Regards, 
Saranya Balasubramanian

    • Recent Topics

    • Name changed in settings for mailbox but still not changed when typed in To field

      In the email account secretary@ i have updaetd the new staff members details but the old members name still appears when I type secretary@ in the To field. I cant work out where Zoho is finding the old name from. I have deleted the browser cache. If I

    • Cannot add my name to my domain name

      I want to have My name@mydomain.com and it says my name is linked to another account already. Please fix it since I do not have another account.

    • Invoice status on write-off is "Paid" - how do I change this to "Written off"

      HI guys, I want to write off a couple of outstanding invoices, but when I do this, the status of the invoices shows as "Paid". Clearly this is not the case and I need to be able to see that they are written off in the customer's history. Is there a way

    • Establishing new Zoho email account on laptop

      Good Morning: I am very long time Outlook business user and decided to try your email service last night and had established an account. I am trying to verify my account; how do I establish my Zoho email account on my laptop? I opened the account with

    • unable to send message reason 550 5.4.6 unusual sending activity

      My email account can't send message. It shows unable to send message reason 550 5.4.6 unusual sending activity detected

    • how to add email to existing organization i w

      I am already registered my organization and i have an email id. I need one more email id but i can't find anywhere .i want the cheapest email id . how to add ?

    • e-mail bloqueado

      Estou com meu e-mail lucas@peplus.me bloqueado, preciso desbloquear para retorno de usos em minhas atividades.

    • zoho labels api not working

      We're using n8n to automte email reply using zoho api. I'm facing issue with label api. I added the required scopes but its not working. i followed zoho api documentation but didn't work. also, where do i find/how do i create zoho oauth token mentioneeed

    • Desk DMARC forwarding failure for some senders

      I am not receiving important emails into Desk, because of DMARC errors. Here's what's happening: 1. email is sent from customer e.g. john@doe.com, to my email address, e.g info@acme.com 2. email is delivered successfully to info@acme.com (a shared inbox

    • Streams/Shared email doesn't show up in windows trident app. It works fine on MAC. Is there any difference between 2 install ?

      I can see streams/share email boxs on my MAC version of trident app but i can't see them in windows version of trident app. Is there any difference between 2 install? I try to find setting but not able to see any setting to add stream/share email boxes.

    • add zoho account

      How to add a zoho mail to previous zoho account? I have two

    • Zoho Desk Mobile App Year-End Roundup - 2025

      Dear Zoho Desk users, Greetings! As you gear up for the festive season, we are excited to share a quick journey into all that is released in 2025! Zia's generative AI capabilities Zia insights can be highly beneficial in helping agents manage daily support

    • Narrative 17: The role of Zia AI in customer support

      Behind the scenes of a successful ticketing system: BTS Series Narrative 17: The role of Zia AI in customer support Overview Zia in Zoho Desk is a layered AI assistant that combines generative AI, prediction, and automation to support agents, automate

    • Domain Transaction

      I have purchased a domain name called trainedworkforce.co.in I made the payment got the receipt but the domain is still not purchased after successful transaction .

    • Ability to Set a Unified Tab Order/View for All Users in Zoho Projects

      Hello Zoho Projects Team, We hope you are doing well. We would like to submit a feature request regarding tab/menu organization in Zoho Projects. Current Behavior: The tab (module) order in Zoho Projects is user-specific. Each user (internal or external)

    • Zohomail - The "All Messages" vs "In Box"

      Why do some new email message appear under the all messages view but not in my inbox? That's really annoying but to be fair I've experienced the same with gmail.

    • error while listing mails

      I can't access email in any of my folders: Oops, an error occurred - retry produces the second error response: error while listing mails (cannot parse null string). I've signed in and out of Zoho, restarted my iMac.

    • Introducing the Zoho Projects Learning Space

      Every product has its learning curve, and sometimes having a guided path makes the learning experience smoother. With that goal, we introduce a dedicated learning space for Zoho Projects, a platform where you can explore lessons, learn at your own pace,

    • Where to show Customization Field ?

      Dear Sir, I have made some New Field in Item Field Customisation. Now I don't require that field in Estimate, Sales Orders etc. I just wants that field in Sales Invoice to Show/Hide... Is that possible ?

    • Zoho Desk 2025 round-up: Key highlights on feature releases

      Hello everyone, As we gear up for 2026, here is a detailed round-up of all feature releases in Zoho Desk web throughout the year. For consolidated information on releases check out the What’s New page You can also watch these webinars. Zia in web Zia

    • Print Sales Orders, Purchase Orders or Invoices from API

      Hello, Is it possible to use the print option that is available in Sales Orders Purchase Orders and Invoices with the API?. I don't see any information in the docs about this. Thanks

    • How to show a hided report??

      in CRM Report , I clicked Hide incidently , how to show the floder again? Nowhere I can find the hided report floder...

    • Converting Customer Invoice to Purchase Bill

      Hi, In my service-based business, I sometimes create the customer invoice first, and later I receive the purchase bill from the vendor for the same job. Is there any option in Zoho Books to: Convert a customer invoice into a purchase bill, or Link/associate

    • Email tracking inquiry

      I am trying to track when my emails are opened and clicked like I previously did in HubSpot. HubSpot pretty much did the entire process automatically. After digging through, I finally found in settings --> emails --> BCC Dropbox there is an email I can

    • Mass Update of Lookup Fields not possible

      Hello List I've created a custom field for Leads and Contacts 'Current Campaign'. This is very Handy as I can filter leads and then related them to a campaign. Everything ready, but then I realized that mass update doesn't work for lookup fields... a

    • Collapsible Sections & Section Navigation Needed

      The flexibility of Zoho CRM has expanded greatly in the last few years, to the point that a leads module is now permissible to contain up to 350 fields. We don't use that many, but we are using 168 fields which are broken apart into 18 different sections.

    • Quick Create needs Client Script support

      As per the title. We need client scripts to apply at a Quick Create level. We enforce logic on the form to ensure data quality, automate field values, etc. However, all this is lost when a user attempts a "Quick Create". It is disappointing because, from

    • Download Attached Files

      Hi everyone, Brand new to Zoho Creator.  I have a form with a subform. The subform has a field for "File Upload"   I have this in a subform to allow multiple files to be uploaded to the parent form. Once the files are uploaded, how can i download or view them?   Is this a setting I am just not seeing? If there isn't a way to download them, could i create another form field that dynamically creates the file's URL?  That way a user can click the URL to get to the file? Any help with this would be greatly

    • Ticket layout based on field or contact

      Hi! I want to support the following use-case: we are delivering custom IT solutions to different accounts we have, thus our ticket layouts, fields and languages (priority, status field values should be Hungarian) will be different. How should I setup

    • No funcionan correctamente el calculo de las horas laborales para informe de tickets

      Hola, estoy intentando sacar estadísticas de tiempo de primera respuesta y resolución en horario laboral de mis tickets, pero el calculo de horas en horario laboral no funciona correctamente cree los horarios con los feriados : Ajusté los acuerdos de

    • Zoho Mail Android app update: Set out of office response exclusively for organization members and external users, response interval

      Hello everyone! We have now introduced an option to configure out of office messages exclusively for organization members and external users within the Zoho Mail app. Additionally, now you can also customize response intervals for the Out of office messages.

    • Feature Request: Detailed View - Related Block Links!

      Desperately need a view record link option on records displaying in the related blocks on a Detail View. For the love of god, please add this feature. Thank you!

    • Sub-Form Padding in CSV Export

      Hi, When you use the Sub-Form, and for example you have a Date Field on the Main Page, then Option 1 and Option 2 fields on the Subform, when you export this to CSV the Date column will only have the Date in 1 row, the first row, it would be nice to pad

    • Dependent / Dynamic DropDown in ZohoSheets

      Has anyone figured out a way to create a Dropdown, the values of which is dependent on Values entered in the other cell ?

    • How do I change the order of fields in the new Task screen?

      I have gone into the Task module layout, and moving the fields around does not seem to move them in the Create Task screen. Screenshot below. I have a field (Description) that we want to use frequently, but it is inconveniently placed within the More

    • Zoho → ShipStation Integration – Sales Order–Driven Fulfilment Workflow

      Hello All, I’m reaching out to explore the best way to integrate a shipping tool into our inventory which will speed our process up. We are looking to integrate ShipStation into our existing order-to-fulfilment workflow, as we’re keen to standardise on

    • IA ou je peux trouver comment utiliser IA

      Je voudrais utiliser IA dans l'interface zoho pour m'aider quand j'ai des questions de rôle partage ou autre configuration d'automatisation, j'utiliser ChatGPT externe mais il ne connait pas toujours l'interface zoho et les réponses sont parfois longue

    • Data Processing Basis

      Hi, Is there a way to automate the data processing for a candidate every time an application arrives from job boards, without requiring manual intervention? That is, to automatically acquire consent for data processing. I've seen a workflow that allows

    • Disable Zoho Inventory Tracking / Delink Zoho Books & Inventory

      We have integrated zoho inventory with zoho books? Now after a long time, we want to disable inventory tracking and delink these 2 modules. Zoho says we cant do it. Anybody else going thru the same ? Any possibility at all? Why does zoho not allow to

    • Zoho vault instal on windows

      I am trying to use Zoho Vault Desktop for Windows, but I am unable to complete the sign-in process. Problem description After logging in to my Zoho account and clicking Accept on the authorization page, nothing happens. The application does not proceed

    • Next Page