Introducing Canvas: A no-code design studio available in CRM Plus

Hello everyone,

We have created Canvas for CRM, the industry's first design studio which can help you build an amazing user interface without having to type a single line of code. You can now access Canvas as part of your CRM Plus subscription.

Now I've piqued your interest, I'd like to give you a comprehensive overview of Canvas.

What is Canvas?

It is a no-code, drag-and-drop design studio built into CRM, where you can design the record details page exactly the way you want it. You can add required fields, change the background, add more buttons, change fonts, colors, and sizes, add text, icons, and a lot more with Canvas.

Customizing the record details page using Canvas

In Zoho CRM, navigate to Setup > Customization > Canvas Builder to start designing data views for your CRM modules. You can create up to 25 Canvas views for each module.

Read More: Canvas Builder

Pre-designed templates

Canvas offers a range of pre-designed templates that can be used to easily customize your record details page. You can also use the templates as a starting point and make changes to re-design them for your requirements.

Easy to use canvas builder

The Canvas Builder has all the components on the left-hand side, which can be added to the record details page with a simple drag and drop.

The components of the Canvas Builder are arranged in three sections: Data, Elements, and Style.

Data: This section consists of all the fields that can be added to the details page such as First Name, Last Name, Email, Lead Owner, and Lead Source. You can also find Related Lists, section buttons such as Edit, Clone, and Send Email, Links, and Buttons. And don't worry, there is a search field you can use to find a specific field from the list.

Elements: Just adding your data to a plain white space will not make it easy for you to identify the data that you need. That's why we have Elements, which include all the design components that can be added to the layout such as Sections, Tabs, Tables, Text, Icons, and Lines. These elements help you group and organize your data into different blocks which makes it easy to find the information you are looking for at a quick glance.

Style: This section lets you customize the various elements and fields that you have added to the Canvas Builder. You can change the font, font size, background color, border, shadow, radius, padding, margin, change background image, and a lot more. The options are dynamic and will change based on the element that you want to customize.

These three sections offer everything that you need to customize the record details page in the Canvas Builder.

Read More: Customizing record details page

How do I select a Canvas view?

You can select the Canvas view from the Record detail page views dropdown at the bottom of the details page. You can click Create a custom record page to create a new Canvas view. You can also set a default Canvas details page for each profile.

To learn more about Canvas and how to get started with it, check out the Resources page, where you can browse our video tutorials, documentation, frequently asked questions, and learn how to implement Canvas for specific industries.

We hope you found this information useful. Try it out with your existing CRM Plus subscription and let us know your feedback in the comments.

Access your files securely from anywhere

Zoho Developer Community

New to Zoho LandingPage?

Access Zoho LandingPage

Zoho LandingPage Resources

New to Zoho Survey?

Access Zoho Survey

Latest Feature Updates

Explore our Pricing & Plans

Zoho Survey Resources

Android Mobile Surveys

Insurvey Blogs

Insight Blogs

Tips & Tricks

New to Zoho CRM Plus?

Deliver unforgettable customer experiences

ACCESS ZOHO CRM PLUS

New to Zoho CRM Plus?

Deliver unforgettable customer experiences

ACCESS ZOHO CRM PLUS

New to Zoho Marketing Plus?

Everything you need to run your marketing

ACCESS ZOHO MARKETING PLUS

New to Zoho Marketing Plus?

Everything you need to run your marketing

ACCESS ZOHO MARKETING PLUS

New to Bigin?

Signup Now

Access Bigin

Latest Feature Updates

Zoho Desk Resources

Desk Community Learning Series
Digest
Functions
Meetups
Kbase
Resources
Glossary
Desk Marketplace
MVP Corner
Word of the Day

Tout forum

France ZUGs

Zoho SalesIQ Resources

Topic Participants
Arun Kumar V

Sticky Posts
Zoho CRM Plus in 2023: Let's rewind
Hey everyone, There's something about December that makes us want to sit back and remember all the wonderful moments, as we get ready for the New Year, 2024! (Psst! We are also turning 10—yay!) This year, CRM Plus had a lot of wonderful updates, taking
The CX Workshops are back in 2023!
Hello, can you see my screen? Can you hear me? This is a phrase we've all been saying more often than "good morning" over the last couple of years. Well, now it's time to re-connect in person. We're excited to invite you all to the CX Workshops we've
Refer Zoho CRM Plus to your friends and earn rewards!
Hey everyone, We'd like to thank you from the bottom of our hearts for continuing to be our esteemed customers. Now you have the opportunity to refer Zoho CRM Plus to your friends or family members who are looking for a suitable solution to enhance
Social in CRM Plus now supports TikTok, Instagram Stories and Reels, and YouTube Shorts
Hey everyone, We are excited to inform you that Social in CRM Plus now allows you to publish on TikTok! We've also updated it to let you create Instagram Stories and Reels, as well as YouTube Shorts. Here's a brief about the updates. Publishing on
Unified telephony in Zoho CRM Plus
In any business, managing calls with the prospects or customers is an integral part of a salesperson or a support agent's daily life. They have access to information about the customers within Zoho CRM, and they also use a suitable PBX service to communicate