Kaizen 211 - Answering your Questions | Using Canvas and Widgets to Tailor CRM for Mobile

Kaizen 211 - Answering your Questions | Using Canvas and Widgets to Tailor CRM for Mobile



Howdy, tech wizards!  

We are back with the final post in addressing the queries you shared for our 200th milestone.

This week, we are focusing on a couple of queries on Zoho CRM mobile configurations and custom payment gateway integration. 

1. Mobile SDK or Configurable Mobile Layouts: Create Kaizen walkthroughs on customizing layouts or embedding widgets on the Zoho CRM mobile app to improve field sales experiences.

Let us break down this query into three parts for better understanding.

Mobile SDKs

The first part relates to Mobile SDKs.

We are preparing detailed walkthroughs and examples for these, which will be published in the upcoming weeks. Stay tuned for deep dives into integrating SDKs for custom mobile CRM experiences.

Customizing Layouts for Mobile

We assume that you are looking to customize layouts for modules specifically for the mobile view. Zoho CRM currently allows layout customization for modules, and these changes reflect across both web and mobile interfaces.

However, if you need a design tailored for mobile, you can achieve this using Canvas.

Canvas in Zoho CRM lets you design custom layouts with flexible styling that adapt well to mobile screens.

Here is a quick walkthrough on how to design a Canvas layout optimized for mobile view:

1. Log in to Zoho CRM and navigate to Setup > Customization > Canvas.

2. Switch to the Details View tab and select Mobile.

3. Click Create Mobile Record Detail Page. A pop-up window will appear.


4. In the pop-up, choose the module and its corresponding layout, then click Create.


5. You will now see a template selection window. Choose from a predefined template or select Create a Blank Template.



6. If you selected a predefined template, it will open in the editor where you can further customize it.


If you chose a blank template, drag and drop the required fields from the left pane to design your preferred layout.


For detailed guidance, refer to the Customizing Record Detail Page Using Canvas help page. 

Embedding Widgets on Zoho CRM mobile App

You can create a widget using the Zoho CLI following the standard widget creation process.

To make your widget mobile-friendly, use Bootstrap CSS for responsive design and smooth rendering on smaller screens.

When uploading your widget to Zoho CRM, ensure you check the option to enable mobile support so it is accessible on the CRM mobile app as well.

Zoho CRM > Setup > Developer Hub > Widgets > Create New Widget


2. Custom Payment Gateway Integrations. The basic Steps that we need to be taken care of.

We assume you want to integrate a custom payment gateway with Zoho CRM. Please contact Zoho Marketplace at tech@zohomarketplace.com and share more details about your business scenario so we can assist you better.

We hope this clarifies your mobile-centric query and helps you make the most of the Zoho CRM mobile experience.

Thank you once again for your continued engagement and for making our 200th Kaizen milestone truly special with your questions and feedback.

For further assistance, feel free to reach out to us at support@zohocrm.com.

We will meet you next Friday with another exciting topic to explore!

Cheers!

------------------------------------------------------------------------------------------------------
Idea
Previous Kaizen: Event Management System using ZDK CLI | Kaizen Directory: Home
------------------------------------------------------------------------------------------------------

    Access your files securely from anywhere








                            Zoho Developer Community



                                Bootcamp
                                Community
                                Pricing
                                Webinars
                                What's New
                                Integrations
                                Contact Support
                                Contact Sales
                                  Zoho Survey Resources
                                    Features
                                    Survey Templates
                                    Integrations
                                    Community
                                    iOS Mobile Surveys
                                    Pricing
                                    Android Mobile Surveys
                                    Insurvey Blogs
                                    Insight Blogs
                                    Tips & Tricks





                                                Latest Feature Updates

                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                  • Ask the Experts




                                                      Zoho SalesIQ Resources

                                                            • Sticky Posts

                                                            • Kaizen #217 - Actions APIs : Tasks

                                                              Welcome to another week of Kaizen! In last week's post we discussed Email Notifications APIs which act as the link between your Workflow automations and you. We have discussed how Zylker Cloud Services uses Email Notifications API in their custom dashboard.

                                                            • Kaizen #216 - Actions APIs : Email Notifications

                                                              Welcome to another week of Kaizen! For the last three weeks, we have been discussing Zylker's workflows. We successfully updated a dormant workflow, built a new one from the ground up and more. But our work is not finished—these automated processes are

                                                            • Kaizen #152 - Client Script Support for the new Canvas Record Forms

                                                              Hello everyone! Have you ever wanted to trigger actions on click of a canvas button, icon, or text mandatory forms in Create/Edit and Clone Pages? Have you ever wanted to control how elements behave on the new Canvas Record Forms? This can be achieved

                                                            • Kaizen #142: How to Navigate to Another Page in Zoho CRM using Client Script

                                                              Hello everyone! Welcome back to another exciting Kaizen post. In this post, let us see how you can you navigate to different Pages using Client Script. In this Kaizen post, Need to Navigate to different Pages Client Script ZDKs related to navigation A.

                                                            • Kaizen #210 - Answering your Questions | Event Management System using ZDK CLI

                                                              Hello Everyone, Welcome back to yet another post in the Kaizen Series! As you already may know, for the Kaizen #200 milestone, we asked for your feedback and many of you suggested topics for us to discuss. We have been writing on these topics over the


                                                            Manage your brands on social media
                                                            Access Zoho Social

                                                              Zoho Pagesense Resources


                                                                  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 CRM Resources

                                                                                      • CRM Community Learning Series

                                                                                        CRM Community Learning Series


                                                                                      • Kaizen

                                                                                        Kaizen

                                                                                      • Functions

                                                                                        Functions

                                                                                      • Meetups

                                                                                        Meetups

                                                                                      • Kbase

                                                                                        Kbase

                                                                                      • Resources

                                                                                        Resources

                                                                                      • Digest

                                                                                        Digest

                                                                                      • CRM Marketplace

                                                                                        CRM Marketplace

                                                                                      • MVP Corner

                                                                                        MVP Corner







                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now


                                                                                            Zoho Show Resources

                                                                                              Zoho Writer

                                                                                              Get Started. Write Away!

                                                                                              Writer is a powerful online word processor, designed for collaborative work.

                                                                                                Zoho CRM コンテンツ



                                                                                                  Nederlandse Hulpbronnen


                                                                                                      ご検討中の方




                                                                                                              • Recent Topics

                                                                                                              • Unable to create embed code for resource of workdrive using API

                                                                                                                Hello Team, I am trying to create embed code for a resource using workdrive api in powershell, however facing some issues with injecting data in body. Followed Doc: https://workdrive.zoho.com/apidocs/v1/filefoldersharing/shareeveryone Please help, below

                                                                                                              • Feature Request - Insert URL Links in Folders

                                                                                                                I would love to see the ability to create simple URL links with titles in WorkDrive. or perhaps a WorkDrive extension to allow it. Example use case: A team is working on a project and there is project folder in WordDrive. The team uses LucidChart to create

                                                                                                              • not able to convert pdf to jpg and other forms and vice versa.

                                                                                                                i want to change my pdf to jpg, word, etc and some times jpg to pdf. i don't know how to do in this.

                                                                                                              • Enable / show scroll bar when Mega Menu is opened

                                                                                                                Hey there I am using the mega menu add-on and experience a "flicker" whenever the mega menu opens. The reason is, that the scrollbar, which has a width of a few pixels, stops showing when the mega menu opens. As the scrollbar disappears the whole page

                                                                                                              • Reports: Custom Search Function Fields

                                                                                                                Hi Zoho, Hope you'll add this into your roadmap. Issue: For the past 2yrs our global team been complaining and was brought to our attention recently that it's a time consuming process looking/scrolling down. Use-case: This form is a service report with

                                                                                                              • Zoho Inventory - Composite Items - Assembly - Single Line Item Quantity of One

                                                                                                                Hi Zoho Inventory Team, Please consider relaxing the system rules which prevent an assembly items from consisting of a single line item and outputting a quantity of 1. A client I'm currently working with sells cosmetics and offers testers of their products

                                                                                                              • How can I transfer data from Production to Development environment?

                                                                                                                Hi, I am using Creator V6 and would like to bring all the data in production to the Development and Testing environments? Is there an easy way of doing that or I have to export and import each table?

                                                                                                              • New portal SAML authentication error: User not found

                                                                                                                Dears, Has anyone else been experiencing this lately? I am creating a new portal authenticated by SAML (Entra ID). I followed the same process as I did with other portals, but any new portal created after this always encounters this error. I’ve been reporting

                                                                                                              • Devis et facture multi page

                                                                                                                Bonjour, je suis sur Zoho invoice et je rencontre un problème sur mes devis et factures lorsqu'ils dépassent 1 page. je me retrouve souvent avec des lignes coupées ou le sous total page 1 et le total page 2. j'aimerai savoir s'il existe une possibilité

                                                                                                              • Help with Filtering Records, HTML Pages, and Automatic File Uploads in Zoho Creator

                                                                                                                Hi Zoho Creator Community, I’m building a Zoho Creator application and need guidance on a few features I’ve been struggling with. I want to implement them safely and efficiently, and I’d appreciate any examples, tips, or best practices. I want users to

                                                                                                              • Convert invoice from zoho to xml with all details

                                                                                                                How to convert an Invoice to XML format with all details

                                                                                                              • Feature Suggestion for Zoho Websites – Inspired by Squarespace Systems

                                                                                                                Dear Zoho Team, I’m a Zoho user and also a Squarespace Platinum Circle member, and I recently noticed the launch of Zoho Websites in India. I wanted to share some ideas for features that could enhance the platform for professional users and agencies.

                                                                                                              • Custom View - Sort by Custom Field

                                                                                                                I created a custom field for our Engineering team to know which tickets to work first by numbering them.  I created a custom view to general data which includes the Engineering Priority.  However, I cannot sort the Engineering Priority column ascending

                                                                                                              • Zoho Indeed Intergation not pulling candidate details

                                                                                                                We have recently integrated zoho with indeed. Prior to this our candidates came into the candidates tab via the zoho.resumes email address from indeed and it pulled through the candidates mobile number, and majority of the time a postcode. However since

                                                                                                              • Custom View of tickets created today

                                                                                                                How can I create a custom view that list all my ticked created in the current date? Currently, if I select the "Created Time" criteria, the "Current Time" option does not work as today. Actually, I don't know how it works this "Current Time".

                                                                                                              • Lifecycle Reports

                                                                                                                From data to decisions: A deep dive into ticketing system reports A lifecycle report captures and visualises the sequential states that a ticket undergoes across its lifespan. For instance, when a customer submits a support ticket for a faulty product,

                                                                                                              • Zoho Forms - Print Button on Forms

                                                                                                                Hi Forms team, I'm replicating a form for a client which is currently based on JotForm. I noticed that at the end of the form there is a button to print the completed form. I thought this would be something worth sharing and a nice to have in Zoho Forms.

                                                                                                              • Putting Watermark on Zoho Sheet

                                                                                                                Can this be done?

                                                                                                              • Validation function not preventing candidates under 18 or over 30 from submitting the web form

                                                                                                                Hello everyone, I’m trying to create a validation rule for the Candidate Webform in Zoho Recruit. I added a custom field called “Date of Birth”, and I want to make sure that candidates cannot submit the form unless their age is between 18 and 30 years.

                                                                                                              • Report to know the history of certain Tickets on Desk

                                                                                                                Hi there guys, As the title implies we're wondering if there's any way to get some kind of Report that allows us to check the History of various Tickets at the same time since as of today if we want to know that we have to check them 1 by 1 which is not

                                                                                                              • Advanced Usage Billing: Prepaid with Drawdown

                                                                                                                Picture yourself at your favourite coffee shop, Bean & Brew. You come by every morning for your usual cappuccino, and occasionally you get an extra cold brew and a muffin or two in the afternoon. Interestingly, Bean & Brew has a new idea of offering a

                                                                                                              • Zoho Commerce in multiple languages

                                                                                                                When will you be able to offer Zoho Commerce in more languages? We sell in multiple markets and want to be able to offer a local version of our webshop. What does the roadmap look like?

                                                                                                              • Urgent Zoho Creator down!!!???

                                                                                                                Now my zoho creator faced this issue. Anyone has idea? Urgent!!!

                                                                                                              • The Social Wall: September 2025

                                                                                                                Hello everyone, As we step into the fall season, some major updates are on the horizon. Meanwhile, here are the exciting updates we rolled out this September. Approvals in iOS Managing approvals just got more seamless on mobile. With this update, the

                                                                                                              • Introducing Detailed View for Candidates in Vendor Portal

                                                                                                                We’ve added a new Details sub-tab inside the Vendor Portal to help vendors easily view complete candidate information after submission. With this update, vendors can now access all candidate details, from personal information to associated job openings,

                                                                                                              • Zoho One Down

                                                                                                                Zoho Team, Checking if when the services up - currently Zoho One is down

                                                                                                              • How can I track which zoho users are actively using Zoho CRM

                                                                                                                I have several licenses of Zoho CRM. We now need to add a new user. I could purchase a new license, but before I do, I would like to see if any of our existing users are not actively using the license assigned to them. How can I determine the activity

                                                                                                              • Access to Detail View From HTML Snippet

                                                                                                                Zoho Creator displays a detail view that slides out from the right onClick of a record in a report. Am I able to access that detail view from an html snippet, e.g. click a record in a list and display the detail view? The zc_LoadIn dialog is a bit clunky,

                                                                                                              • Billing Management: #10 Solving Common Mistakes in Billing

                                                                                                                Over the past few weeks, we have explored different facets of billing, from the simplicity of traditional one-time billing to the evolving landscape of subscriptions, retainers, and usage-based models. We've unpacked how billing isn't just about sending

                                                                                                              • 【開催間近 - 10/17】東京 ユーザー交流会 Vol.3 参加登録 受付中！(参加無料)

                                                                                                                ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 10/17(金)に、東京・新橋で「東京 ユーザー交流会 Vol.3」を開催します！ ZOHOLICSよりも小規模なイベントですので、「リアル開催はちょっと緊張する…」という方も、安心してご参加いただけます✨ 当日は、初公開の事例を2つご紹介予定です！ なお、セッション映像のアーカイブ配信は予定していないため、会場にお越しいただいた方だけが、登壇者へ直接質問したり、リアルな声を聞いたりできる貴重な機会となっています。 ーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーー

                                                                                                              • Loading CSS Stylesheets into HTML Snippet

                                                                                                                Combining html/css into a single snippet can grow quite large for a UI that has a lot of functionality/styling. To keep things tidy, are we able to pull files into an html snippet using a <link> tag? If so, what are some best practices?

                                                                                                              • Notes Attachments

                                                                                                                Two things it would be nice to have the attachment size the same as the attachments sections and it would be nice to be able to attach links like you can in the attachments section. Thank you

                                                                                                              • Canvas: empty images

                                                                                                                Hello. If I add an image field like contact photo in a Canvas design, and the field is empty, there is an ugly placeholder in its place. This doesn't happen in the standard view. In the standard view, if the contact photo is empty, nothing appears in

                                                                                                              • Google enhanced conversions not working

                                                                                                                Hi guys, I've connected Zoho CRM through Google Ads interface with the goal to setup the enhanced conversion tracking in Google Ads. I have to Zoho related conversion goals which you can see in the images below: For the conversion goal above I've setup

                                                                                                              • Sync Contacts with iPhone

                                                                                                                Is syncing the Zoho Personal Mail contacts with the iPhone (or other mobile devices) in the works?  I just dumped Yahoo & then found out that contacts sync is missing.  Importing is only a stop gap and a step backwards for me.

                                                                                                              • MS Teams Meeting to Zoho CRM

                                                                                                                Has anyone figured out a good way to push MS Teams meeting info on a trigger of "meeting end" to Zoho CRM? We're looking for a way to take attendees of a meeting and meeting duration and push it into Zoho CRM after the meeting has ended. If I can just

                                                                                                              • How do I move a section or element from one page to another in the NEW Zoho Sites UI

                                                                                                                I have a section on my home page with numerous elements within it and I'd like to move the entire section to a different page on my site so I don't have to recreate it from scratch.  Is there a way for me to do that easily? I could use a quick answer on this please.

                                                                                                              • Zoho Projects app update: Global Web Tabs support

                                                                                                                Hello everyone! In the latest version(v3.10.10) of the Zoho Projects app update, we have brought in support for Global Web Tabs. You can now access the web tabs across all the projects from the Home module of the app. Please update the app to the latest

                                                                                                              • Export as MP4 or GIF

                                                                                                                Hi, Just wondering if there's a way to export/convert a presentation to an MP4 video file or even a GIF. One use case would be to use the animation functionality to create social media graphics/charts/gifs/videos. Thanks for a great tool... Rgds Jon

                                                                                                              • Page Layout- Horizontal Rule

                                                                                                                When editing the layout of, for instance, the Potentials page, is there a way to insert a horizontal rule or white space in between fields?  I'd like to keep a group of fields in the same Section, but would like to create some seperation in order to further group together certain fields within the Section.  If this is not possible, does anybody have any other suggestions on how to create this same effect?   Thank you!

                                                                                                              • Next Page