In Zoho CRM, you can create and swap the record views between List View and Kanban View as and when required. But, these views may not be enough when you want to add a record image or arrange the fields in a different order or insert a background color to the field text box or use different font style for the text entries. To accommodate these unique requirements we have introduced the Canvas View.
Canvas View in Zoho CRM lets you sculpt an exclusively personalized view of your CRM records. You can customize the way the records are displayed depending on your business needs. You can use canvas to add record images for better identification, use custom buttons for representing the fields, use specific font style or size, change the alignment of field types, group similar field types, and much more. In other words, you can completely refurbish the way your CRM records are displayed per your choice.
Let us take a few business scenarios to understand how the Canvas View can be useful in your arena.
In the automobile industry - For instance, you are a vintage auto dealer and use CRM to maintain the following information: list of automobiles, customer's requirements, number of classic cars, cars for auction, vintage motorcycles and more. You can customize the way these products are displayed in your inventory using the canvas. You can insert the cars or bikes images, use custom buttons to represent fields like contact numbers or correspondence addresses, highlight the vehicle category in blue, choose a background color for the field "exterior color" and so on. A brief description of the vehicle can be placed right under the vehicle image for clients or stakeholders to read. See also Sharing canvas view with portal users.
In the real estate industry - Say for example, you run a real estate firm and use CRM to display the diverse list of properties that you deal with. Your customers would definitely like to get a view of the farm house, villa or the resort that they wish to purchase. Using canvas you can choose to display these property images, use custom buttons of your choice to represent the fields, alter the background color property area, highlight the location in red. Similarly you can group the fields like clients phone number/ email address/ residential address to maintain the exact alignment of these field entries.
In the tourism industry - Let's imagine you run a travel and tourism business and your CRM account comprises of modules like recreation, sports and adventure, entertainment and holiday packages. So, when a customer visits the modules they would surely expect an extravagant display of the records. You can ascertain a captivating view by adding images of the retreat spots and adventure sports, aligning the description of the locale right below the image, you can choose a font color that accentuates the image or you can highlight the itinerary details to grab customer's attention and use some custom field buttons to portray various travel modes.
Zoho CRM allows you to select from an array of pre-designed templates and customize them according to your requirements, or build a template from scratch using the design tools available in canvas. To design and build a canvas view follow the given steps:
Step 1. Create canvas view
You can create canvas view for both standard and custom modules, except for the Activities module.
To create canvas view
Step 2. Choose a design template or Build your own canvas view
Once you choose to create a canvas view for a module you can do either of the following for creating a design template:
To choose a template
To build your own view
The below layout editor table describes the designing tools available in the canvas builder:
||Define a style in which the field name will appear. You can choose from the 12 available styles.
||Choose the font size in which the field text will appear from the drop-down list.
||Range of 11px to 21px.
||Select the field text style.
||Select if you want the field text to appear in italics.
||Select if you want to strike out the field.
||Select if you want the field text appear to appear in all caps.
||Choose a text or background color for the field entries. You can select a color from the default list or create your own color palate.
||Select either left, right or center alignment for the field entries.
||Increase the spacing between the fields up, down, left and right.
||Toggle off the label icon if you do not want the field label to be displayed.
||Select the custom buttons to represent a field label from the drop-down list.
||Copy any of the defined field label or value style.
||Paste the style to the selected field label or value.
||Group two or more fields. Grouping is perfect when a customer has to enter lengthy text or text that has many characters. The field text box automatically expands to accommodate the entries without compromising the text alignment.
||Ungroup the fields if you no longer want them in a single text box.
||Select a field and delete if required.
|Undo and redo arrows
||Using the two arrows, you go back and forth to change the design.
||Use this option to shuffle the CRM records within the template.
Step 4. Share the canvas view
You can choose to share the canvas view that you have created. You can share the view either with all the CRM users or choose a selected list of users. The CRM users will be filtered based on roles, groups, users or roles and subordinates.
To share the canvas view
If required, you can edit a canvas view that has been already created and create more than one canvas views for a module.
To edit and create canvas view
You can create a canvas view from the canvas views that you have already created. The My Organization Canvasoption displays the canvas views from all the modules and you can choose the one which you wish to replicate.
To select an existing canvas view
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