[Early Access - Updated to LIVE] Introducing the Canvas Design Studio.
[Early Access - Updated to LIVE] Introducing the Canvas Design Studio.
Greetings Customers!
Before we kick back and enjoy the holidays, we'd like to make a post about our next big thing. In January 2021, Zoho CRM will be launching its magnum opus for delivering world-class user experience - here's a sneak peek of what's coming.
Are you ready to transform the way Zoho CRM looks? Do you want to breathe new life into your CRM user interface?
Presenting Canvas for Zoho CRM, where data meets design.
Here's an overview video:
What is Canvas?
Canvas is a design garage built into Zoho CRM, where customers can reimagine the user interface of their Zoho CRM on a blank canvas.
Previously, Canvas enabled users to customise only the list view of various modules in Zoho CRM, which is already available in your CRM right now. Canvas for list view was the starting point for our quest to create a highly customisable CRM, and with the upcoming update, we'll be reaching new feat.
And with the next update, we're bringing Canvascustomisation for the detail view of records as well. Using the new Canvas builder, you can give your Zoho CRM a complete redesign, to ensure that your needs and preferences are met.
Design is subjective and therefore, Canvas will empower you with a wide range of formatting options, to create a masterpiece that feels like your down to the last detail. There is a powerful editor in here, where so much is possible.
Here's an example of a standard contact page reimagined with the new Canvas builder.
Here are some sample screens!
Impressive, right? Oh, we're just getting started. We'll save the surprises for another day.
How does Canvas help?
Canvas enables customers to build a CRM that they prefer, period. One of the biggest challenges that businesses are tackling right now, is enforcing CRM adoption, and much of it has to do with the complexity of the user interface and the industry verticals. Salespeople have an aversion towards using CRM and tasteless designs are one of the main reasons.
Every CRM software looks the same; rows of data on a white background with one contrasting color at the top and the sides. It's just vanilla. And with Canvas, Zoho CRM is offering all the ingredients to help you find your flavor.
1) For your industry, and you.
Every industry is different, and every business is unique. Every CRM vendors' vertical solutions can never get offer something perfect; it all comes down to individual preferences. Canvas helps you design a version of Zoho CRM that represents your industry and work culture, that meets your standards and requirements.
With Canvas, your CRM will stand out.
2) For a cleaner, usable CRM interface.
Salespeople spend a significant portion of their working hours with Zoho CRM. It only makes sense to give them a CRM that they don't hate to use. With Canvas, you can build a CRM that's pleasant to work with, is easy to navigate, is not overloaded with information, is easy to sort and search, and more. This increases the team's productivity.
Canvas will come pre-loaded with design templates created by our in-house designers to help you work on top of something. If you're not feeling inspired, you can feel free to pick one of our templates and dive right in. You can edit these templates to suit your needs instead of having to build one from scratch.
We're also working on additional features to improve the overall Canvas experience such as conditional styling, where views can be loaded dynamically based on a set criteria. You will also copy customisation settings between accounts but without the data, so that your designs can be used by other organisations.
Register now for early access!
Canvas is unique proposition that Zoho CRM has to offer, which none of the competitors have. With Canvas, Zoho CRM will the best customisable CRM in the market. This is the new benchmark for CRM customisation, and we're excited to bring this to you in soon. While we're working on the launch date and options, we want to open Canvas for early access to customers who are interested in taking it for a test drive.
If you're using the Enterprise or Ultimate edition of Zoho CRM, then register your interest in the form below and we'll get back to you after holidays with the early access program.
Note: Canvas is available for CRM Plus and Zoho One users as well.
This January..
Canvas is all set to break the stereotypes that surrounds business software, particularly CRM in general. This January, we're going to show the world that aesthetics, colors, and more importantly, personalisation matters in software design. And it's all available in Zoho CRM.
So, don't wait up! Beat the queue and join our early access program to try Canvas.
We'd like to take this moment to wish you all a Merry Christmas and a Happy New Year. Take care.
-----
Have any questions or suggestions? Leave a comment below or email pilot@zohocrm.com, and we'll write back to you.
Best regards,
Zoho CRM team.
Update:
Registrations are closed for the Canvas Early Access Program.
Final Update: Canvas for Zoho CRM is LIVE!
Dear customers, we're happy to announce that Canvas for Zoho CRM is now LIVE. Canvas is available in all paid editions, right from the Standard edition to the Ultimate edition. That's right! Canvas is available in your account right now.
Dear Customers, We hope you're well! WhatsApp for business is a renowned business messaging platform that takes your business closer to your customers; it gives your business the power of personalized outreach. Using the WhatsApp for Business integration
Dear Customers, We are delighted to unveil the revamped calendar UI in Zoho CRM. With a complete visual overhaul aligned with CRM for Everyone, the calendar now offers a more intuitive and flexible scheduling experience. What’s new? Distinguish activities
Announcement moderated on 14th June, 2023. Dear All, These enhancements are opened for all users in all DCs. ------------------------------------------------------------------------------------- Dear All, Hope you're well! We are here with two useful
Picture this scenario: You're a growing SaaS company ready to launch a powerful business suite, and are looking to gain traction and momentum. But as a business with a tight budget, you know acquiring new customers is slow, expensive, and often delivers
A loyal customer might be praising your product in a forum. A frustrated user could be posting a harsh review on a public site. An excited partner may have left a comment on your campaign. A domain expert might be deconstructing your product. A prospect
Hello everyone, We’re excited to introduce the Record Summary feature. This powerful addition makes use of Zia to simplify how you interact with your CRM data, providing a seamless, consolidated view of critical record information. Scrolling through the
Hi. i would like to know if there's a way for Zoho Bookings to not change the lead source when booking a lead for an appointment as the lead source will be used in a report. Scenario: Lead source: Website after booking an appointment Lead source: Zoho Bookings Thanks. Dan
I understand the data integrity of this request. It would be nice if there was a toggle switch in the Policy setting that would allow a delegate to delete expenses from their managers account. Some managers here never touch their expense reports, and
This week, we have written a custom function that automatically copies the attachments uploaded for a sales order to the corresponding purchase order after you convert it. Here's how to configure it in your Zoho Books organization. Custom Function: Hit
Hello everyone! We are back this week with an exciting post—Handling recurrence and participants in the Events module through API. First things first—What is the Events module? "Events" is a part of the Activities module in Zoho CRM. An event is an activity that happens at a given place and time. You can find Events on the user's Zoho CRM's home page, Activities home page, Calendar, and in other related records. What are the types of Events? Events are of two types—Recurring and non-recurring events.
Hello marketers, Welcome back to another post in Marketer’s Space! Q4 is packed with opportunities to connect with your audience - from Halloween, Black Friday, and Cyber Monday, to Thanksgiving, Christmas, and New Year. In this post, we’ll look at how
Hello everyone, We've rolled out new enhancements to the Zoho CRM Android app to bring better mobile CRM experience and efficiency. Let's take a quick look at what's new: Kiosk Multiple file uploads for subforms Kiosk Kiosk is a no-code tool in Zoho CRM
We are testing the use of Writer internally and found that when a user is mentioned in a comment, there is no email alert for the mention. Is this something that's configurable, and if so, where can we enable this option?
I'm experiencing persistent OAuth errors when trying to connect Make with Zoho API. I've tried multiple approaches but keep encountering the following issues: First error: 'Invalid Redirect Uri - Redirect URI passed does not match with the one configured'
Hello everyone! In the latest version(v2.9) of the Zoho Mail Android app update, we have brought in support for an option to manage folders. You can now create, edit, and delete folders from within the mobile app. You can also manage folders for the POP
I have tried to create a validation rule in the deal module. it works if I try to create a deal manually or if I try to update the empty field inside a deal. but when I try to update the field via the blueprint mandatory field, it seems the validation
Disclaimer: I’m not a professional coder! Do you need to use Zoho Mail API? Me too. It lets you do all sorts of things — like reading the complete header of an email, or forwarding an email with its attachments — which is what I wanted to do. But setting
Hi Zoho Team, Every day, I check a few websites for updates, for example, Rojgar--result, where I see the latest government job results and notifications. I was wondering if there’s any option in Zoho to make a website like that open inside Zoho whenever
Welcome back to another week of Kaizen! Last week, we discussed how Zylker Cloud Services used the Workflow APIs to discover and audit all the automations in their CRM, listing every workflow, checking triggers, and understanding their automation limits.
Hello Zoho Team, We hope you're all doing well. We would like to submit a feature request related to Zoho Quartz, the tool used to record and share browser sessions with Zoho Support. 🎯 Current Functionality As of now, Zoho Quartz allows users to record
Hello Everyone! September's Here! Before we jump into product updates, and community highlights, here's a quick spotlight! Zoho has launched a Professional Sales Rep Certification course on Coursera, tailored for sales professionals to strengthen their
Hello. I would like to upload my own theme, this one: https://themeforest.net/item/panagea-travel-and-tours-listings-template/21957086 Is it compatible and where I upload it? If not I will hire a developer, what do I have to ask when I search for one?
Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications this September. Zoho Mail Attach email as EML file in Compose Effortlessly attach emails as EML file in Compose by simply
we have GPS devices that installed on our vehicles, and we would like to know if it's possible to get vehicle live location data from the GPS device To Zoho Creator App. Thank You
Chers utilisateurs, Bonne nouvelle 🎉 : notre Meetup Zoho Community approche, et nous serions ravis de vous y voir ! 📍 Toulouse : le 25 novembre 📍 Lyon : le 27 novembre (🎯 Il ne reste que quelques places !) Que vous soyez débutant ou utilisateur avancé,
am facing an issue with field mapping between Zoho Books and Zoho CRM. I want to map the GST Registration Number field from the Customer module in Zoho Books to a custom GST field inside the Accounts module in Zoho CRM. However, I am getting a warning
When I assign tickets in Zoho Desk the relevant agent gets a notification email. When assigning myself a ticket in Zoho Desk, I get a notification email. Now, as I am the person who assigned the ticket to myself, getting a notification in this regard
Zia, l’assistant IA de Zoho Writer, soutient les utilisateurs dans l’amélioration de leur écriture et la création de contenus : correction orthographique et grammaticale en temps réel, suggestions adaptées au contexte, détection du plagiat, révisions
I constantly get "Session Expired" and need to relogin or close and open the application again. This gets really frustrating during the day. Is this something that can be solved? This really makes me want to leave the app as it is no go to need to reopen
Hello folks, In addition to the existing IMAP and POP options, you can now integrate your Outlook/Office 365 inbox with Zoho CRM via Graph API. Why did we add this option? Microsoft Graph API offers a single endpoint to access data from across Microsoft’s
Hey, I've noticed that users without permission of setting up things in the marketplace, can still see the icon: On a click, you see this: It would be way better, if they couldn't see this menu icon at all. (Aside from the fact that it completely misplaced
Is there any way for me to map an existing ticket in Zoho desk to an account or Deal within Zoho CRM? Sometimes people use different email to put in a ticket than the one that we have in the CRM, but it's still the same person. We would like to be able
Hi Community, I have a simple sales report based on a Invoice query table. I have included a link on to each invoice on the table and sent the Invoice number URL to the link. This works find in the query table, but when I click underlying data on the
You're subscribed to a well-known SaaS design tool. You've used it to manage your team's projects, create marketing visuals, brochures, and so on. But your needs change over time. Your company may switch to another tool or hire an in-house designer who
This does not always happen, but when I export (or "download") the rendered image of a slide, it sometimes lacks a portion of the background image. I created a sample slide deck to demonstrate it and shared it with the admins. It is also publicly available
Hi, I want to create a Zoho Mail extension similar to Outlook’s OnSend add-in. The extension should: Let the user select headers and footers from a taskpane while composing an email. When the user clicks Send, the extension should: Automatically insert
I'm exploring the best ways to organize a busy inbox, especially when managing multiple clients or project using Zoho Mail. I’d love to know what works best for others: 1. Do you prefer **folders** (possibly with sub-folders) for each client or project?
Srijith Narayanan B contacted me today. Very pleasant fellow. Just didn't want to tell him how bad your support service is. You help the person, but you leave before we can finish the next stage. Which causes a lot of frustration. It's been 8 days now
Hello everyone! In the most recent Zoho Mail Android app update, we have brought in support for the following features: Block & reject future emails Report Phishing Spam alerts in the mail details screen. Suspicious URL detection. Block & reject future
Hello, I set up Zohomail as default composer in Firefox according to manual here: https://www.zoho.com/mail/help/defaultcomposer.html#alink2 Later, I wanted to use this functionality to answer in a Linux mailing list thread using mailto link: mailto:xxxxx@kernel.org?In-Reply-To=%3C727o0521-q24p-s0qq-66n0-sn436rpqqr1p@example.com%3E&Cc=xxxxx%example.org&Subject=Re%3A%20%5BPATCH%20v2%28%29
Cannot receive any emails sent from atco.com Domain is in the spam whitelist so should be no reason for it not to be coming through. Have filed a ticket and besides a generic response of we are looking at it - it seems there is no actual support workers
Steps to reproduce: 1. Enter my forward email in the email forward section of the account 2. Click save 3. See a notification stating saved successfully 4. Refresh the page, no forward email is saved 5. No email confirmation received at the forwarding