Introducing Canvas Record Form in Zoho CRM
Dear Canvas users,
We're thrilled to extend Canvas functionality to record forms. Now you can personalize record entries with the magic of Canvas!
The essence of any CRM is in how it enables you to manage and interact with your customer data. Accordingly, we've extended the capabilities of our custom design studio within Zoho CRM to include support for custom record forms. Enjoy greater control over how users create records in any Zoho CRM module; transition from the standard two-column record entry page to a personalized layout that's tailored to your business requirements—and incorporate your company's branding elements, as well.
Why build a Canvas record form?
Until now, the creation of records was limited to a standard view with limited customization capabilities, which meant that you couldn't tailor the look and feel of your record forms to match your business's unique processes or requirements, as well as branding. Canvas's support for record forms changes all that by enabling you to customize fields and sections of your form and ensure that every interaction with your CRM is as intuitive and efficient as possible.
- Customization: Tailor record forms to match your brand for a personalized experience.
- User experience: Streamline data entry with intuitive layouts to improve ease of use and accuracy.
- Efficiency: Enhance productivity with forms designed for specific processes or roles to reduce clutter.
- Flexibility: Adapt forms to meet diverse needs to allow for multiple custom forms per module.
Customizable record forms
Customizable record forms
Easily modify and design the layout of your record forms to streamline data entry, highlight key information, and create a visually engaging interface that reflects your brand. Customize layouts, field alignments, color schemes, and font styles to ensure each form represents your business's identity effectively.
We've added a new tab called Form View that enables you to customize and access form views. In this tab, you can see a list of all the form views created for various modules, as well as create form views, import canvas templates, create Canvas assignments, manage canvas rules, and handle Canvas keys.
Elements of the Canvas record form builder
Elements of the Canvas record form builder
The Form View of the Canvas builder comes with all the essential Canvas elements:
- Data: Consists of the module's essential information, such as the contact's name, email address, assigned record owner, and other relevant details.
- Elements: Consist of various tools like images, lines, tables, sections, text boxes, buttons, and icons.
- Styles: Provide a range of formatting choices to enhance the visual attractiveness of your data, including modifying colors, font styles, sizes, borders, padding, and corner radii to match your branding or design preferences.
There are additional options like the all-new field state editor, as well.
With the support for record forms in Canvas, we've also expanded Canvas's capabilities to meet the need for emphasizing fields to improve visibility for your sales reps. This additional level of customization now enables you to highlight fields based on different states, such as the default style, mandatory fields, data errors based on validation rules, or when a field is disabled for editing.
Feature availability
- The Canvas record form feature will be available for all paid editions of Zoho CRM.
Plan | Limit (Detail View) | Canvas Rule Limit |
Standard | 1 per org | 5 per org |
Professional | 3 per org | 10 per org |
Enterprise | 5 per module | 15 per module |
Ultimate | 25 per module | 25 per module |
That's all for the enhancement. Let us know your feedback and suggestions in the comments below.
Resources: Help Document
Thanks,
Nizamuddin
Access your files securely from anywhere
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Nizamuddin Sohel SK
Mike H
Ishwarya SG
Sruly Friedman
Angel
Sticky Posts
Focus Group Webinar - Streamline Record Creation with Wizards
Hi there, With all the time your users spend on record creation, do you feel like they have the most seamless experience while doing it? For different types of records or those with a LOT of fields, do your users spend time navigating to enter data repeatedly?Notes and Attachments visibility can now be restricted based on profiles
Dear All, We hope you're well! We are here with a quick update about Notes and Attachments profile permissions. In the past, a record's Notes and Attachments were visible by default to all users with record access. However, as notes and attachments canIdentify and prioritize profitable deals: Zoho CRM Forecasts help users focus on revenue-driving opportunities
Post moderated on: 7th November: Release update: This feature is now available for users in all DCs. Dear Customers, We hope you're well! At any given time, a sales rep handles multiple deals, each progressing at its own pace. But not all deals will succeed—someGain control over record sharing with portal users through our new enhancement: criteria-based data exposure
Dear Customers, We hope you're well! Portals is a self-service avenue through which your clients can access and manage their direct and related data in Zoho CRM. This empowers them to be more independent and enables them to experience a sense of transparencyContext and convenience just got better with Zia's email intelligence
Dear Customers, We hope you're well! We are in 2024, and email as a tool is only getting more powerful each day. While it enables seamless daily correspondences, we are here with a set of abilities that will enhance your user experience and save several
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho DataPrep Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho Campaigns Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー