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

    • How to convert Lead's country field from Text to Pick List

      Hi, I would like to change the default country field in ZCRM from text to pick list. It looks like not I can't delete default country field and recreate it as pick list nor can i create an new custom field country because such a label belong to default field. So what do I have to do? Any ideas? L

    • How create a draft via workflow?

      I wish to create a workflow rule for specific emails that creates a draft response - not an automatic email reply, but just a draft with a set response ready to be verified by an agent who can then manually select recipients. Alternatively, the workflow

    • New feature: Invite additional guests for your bookings

      Hello everyone, Greetings from Zoho Bookings! We are happy to announce the much-awaited feature Guest Invite, which enhances your booking experience like never before. This feature allows additional participants to be invited for the bookings to make

    • Improved Contact Sync flow in Google Integration with Zoho CRM

      Hello Everyone, Your contact sync in Google integration just got revamped! We have redesigned the sync process to give users more control over what data flows into Google and ensure that this data flows effortlessly between Zoho CRM and Google. With this

    • Image field in custom module

      Hi guy, Is there any hope of adding a custom image field in the custom module? We created a custom module to keep track of assets, and it would be helpful if we could attach an image to the record. Thanks Rudy

    • الخصم على مستوى فاتورة المبيعات

      السلام عليكم ورحمة الله وبركاته مطلوب في إنشاء خصم على مستوى فاتورة المبيعات وليس على مستوى البند أريد معرفة الطريقة؟

    • VAT and Taxes option not available

      Dear ZOHO Team , The VAT and Taxes options in my ZOHO books account not available,I tried to find how to enable or check the way to use this option but unfortunately couldn't find it anywhere ,I'm in UAE ,kindly let me know what to do to solve this issue

    • Default Tagging on API-generated Transactions

      If one assigns tags to an Item or Customer, those tags get auto-populated in each line item of an Invoice or Sales Order when one creates those documents. However, if one creates the Sales Order or Invoice via the API (either directly coding or using

    • Direct Feed (Bank)

      Is Direct feed integration for AlRajhi and ADCB bank supported by Zoho Books in GCC/Saudi

    • Sales Order, Invoice and Payment numbers

      Hi zoho friends, it is me again, the slow learner. I'm wondering if there is a way to have it so the Sales order, invoice and payment numbers are all the same? It would be easier for me if they were the same number so there is not so many reference numbers

    • MS Teams for daily call operations

      Hello all, Our most anticipated and crucial update is finally here! Organizations using Microsoft Teams phone system can now integrate it effectively with Zoho CRM for tasks like dialling numbers and logging calls. We are enhancing our MS Teams functionality

    • Customer Satisfaction (CSAT) Report

      From data to decisions: A deep dive into ticketing system reports The customer satisfaction (CSAT) report helps teams understand how customers feel about their support experience, identify service gaps, and continuously improve the help desk. It turns

    • Timeline Tracking Support for records updates via module import and bulk write api

      Note: This update is currently available in Early Access and will soon be rolled out across all data centers (DCs) and for all editions of Zoho CRM. The update will be available to all users within your organization, regardless of their profiles or roles.

    • Shifts in Zoho People vs Zoho Shifts?

      Hello Zoho People Team, We hope you are doing well. We are evaluating the Shifts functionality within Zoho People and comparing it to the standalone Zoho Shifts product. We’ve encountered comments and discussions suggesting that the Shifts feature inside

    • Disable fields in During action in Blueprint?

      Hi there. I've tried field disable (setReadOnly(true)) using client script and the event is onMandatoryFormLoad on detail page, assuming it'll work on blueprint fields, but it bears no result. Is this the expected behaviour? That we can't do this yet?

    • Develop and publish a Zoho Recruit extension on the marketplace

      Hi, I'd like to develop a new extension for Zoho Recruit. I've started to use Zoho Developers creating a Zoho CRM extension. But when I try to create a new extension here https://sigma.zoho.com/workspace/testtesttestest/apps/new I d'ont see the option of Zoho Recruit (only CRM, Desk, Projects...). I do see extensions for Zoho Recruit in the marketplace. How would I go about to create one if the option is not available in sigma ? Cheers, Rémi.

    • Best Email Backup Wizard in 2026

      While searching for an email backup solution, my main hesitation was reliability. As a user, I had already seen many tools that looked promising but failed when handling large mailboxes, skipped folders, or caused authentication issues during the backup

    • Subforms and automation

      If a user updates a field how do we create an automation etc. We have a field for returned parts and i want to get an email when that field is ticked. How please as Zoho tells me no automation on subforms. The Reason- Why having waited for ever for FSM

    • Allow Managers to Create Shifts for Their Departments in Zoho People

      Hello Zoho People Product Team, Greetings and hope you are doing well. This feature request is related to Zoho People - please don't move it to zoho one! We would like to submit a feature request regarding shift management permissions in Zoho People.

    • Zoho Learn and Zoho CRM integration

      I would like to see an integration between Zoho Learn and Zoho CRM. 1. To be able to add articles in a related list in all modules 2. Zia to suggest related articles in a Deal or Case or Lead 3. Ability to read / search articles during a call / follow

    • Maintain steady traffic to your domain: How Domain Aliasing helps

      Consider this scenario: An organization has its primary domain as administrator.com. Now it wants to shorten its domain to admin.com because it's simpler and easier to remember. However, changing the domain completely can cause the following problems:

    • Why Sharing Rules do Not support relative date comparison???

      I am creating a Sharing Rule and simply want to share where "Last Day of Coverage" (Date field) is Greater than TODAY (Starting Tomorrow). However, sharing rules don't have the option to compare a date field to a relative date (like today), only to Static

    • How do I migrate OLM file to Gmail?

      Migrating emails from Outlook for Mac to Gmail can be challenging because Gmail does not support OLM files directly. This limitation often causes confusion and delays, especially when users need quick access to important emails and mailbox data on a web-based

    • CRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive

      Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage files

    • Workflow rule only allows 10 workflow per module

      Apparently a Zoho professional edition only allows 10 workflow rules per module. This makes workflow allocation literally impossible while allocating potential to different members of the team. I have 15 licenses. Is there a way in which related alerts can be varied? In other words, is it possible to have different related alerts be triggered with different rule criteria. so if I say, if potential is 'x' then trigger related alert 'x' and if potential is 'y' then trigger related alert 'y' Thanks,

    • IF Statement in Zoho CRM Formula Field

      Hi, I am attempting to write a formula field that will give me one result if one statement AND another statement are true, then a different value if the first statement AND a different statement are true, else 0. Stated differently: if account = destination

    • CRM Percent custom fields: When will it show the % symbol and behave like %?

      1. Actually Percent custom fields fail to show the % symbol. 2. When in formulas Percent fields work like number: 100 x 5% = 5 ideal world 100 x 5% = 500 what happens actually 3. When importing Percent fields the % symbol has to be removed and the data

    • Free Webinar: Zoho Sign for Zoho Projects: Automate tasks and approvals with e-signatures

      Hi there! Handling multiple projects at once? Zoho Projects is your solution for automated and streamlined project management, and with the Zoho Sign extension, you can sign, send, and manage digital paperwork directly from your project workspace. Join

    • Automatically CC an address using Zoho CRM Email Templates

      Hi all - have searched but can't see a definitive answer. We have built multiple email templates in CRM. Every time we send this we want it to CC a particular address (the same address for every email sent) so that it populates the reply back into our

    • Editing the Ticket Properties column

      This is going to sound like a dumb question, but I cannot figure out how to configure/edit the sections (and their fields) in this column: For example, we have a custom "Resolution" field, which parked itself in the "Ticket Information" section of this

    • "Total Hours" on Employee Attendance Report

      I'm learning that in Zoho jargon, "total hours" does not include paid breaks. Or at least not the way that my setup is working. That seems a little weird to me, since most jurisdictions in the US don't differentiate between time spent on paid break and

    • Fixed assets in Zoho One?

      Hi, We use Zoho Books and have the fixed asset option in it. I started a trial for Zoho One and I do not see that as an option. Is the books that is part of zoho one equivalent to Zoho Books Elite subscription or is it a lesser version? Thanks, Matt

    • Integration with...

      Dear Zoho Commerce team, Please could you consider the integration within Zoho Commerce / Inventory and Qapla'? (https://www.qapla.it/en/) This app is better than Aftership in many ways: - Aftership integration require PRO plan and price start from more

    • Repeat Column merge in ZOHO writer columns doesn't allow to set max columns per row

      I'm using ZOHO writer to merge data from a ZOHO CRM subform and I want it to make a table. We're using Insert Table for Column Repeat, because this is what we need. (Name of column (Teamname) and underneath that a list of names of teammembers). It works

    • Generate leads from instagram

      hello i have question. If connect instagram using zoho social, it is possible to get lead from instagram? example if someone send me direct message or comment on my post and then they generate to lead

    • Adding Markdown text using Zoho Desk API into the Knowledge Base

      Hi Zoho Community members, We currently maintain the documentation of out company in its website. This documentation is written in markdown text format and we would like to add it in Zoho Knowledge Base. Do you know if there is REST API functionality

    • Create case via email

      Good Afternoon, I have just registered and am taking a look around the system. Is it possible to create a case via email.  I.e. an employee/client/supplier emails a certain address and that auto generates the case which then prompts a member of staff

    • Need a Universal Search Option in Zohobooks

      Hello Zoho, Need a Universal Search Option in Zohobooks to search across all transactions in our books of accounts. Please do the needful Thanks

    • Locked Notebook

      Hi, I hadn't used my Notebook in some time and was refamiliarizing myself with it. I clicked a lock icon and now I can't unlock. When I hit the information or unlock icons I'm taken to a page with the notebook icon and a keyboard. When I type, nothing

    • Unable to produce monthly P&L reports for previous years

      My company just migrated to Books this year. We have 5+ years financial data and need to generate a monthly P&L for 2019 and a monthly P&L YTD for 2020. The latter is easy, but I'm VERY surprised to learn that default reports in Zoho Books cannot create

    • Next Page