Canvas View | Online Help - Zoho CRM

Customizing List View Using Canvas

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. 

Availability 
Permission Required
Users with Manage Custom View permission can create/edit a Canvas.



Note
  1. For every user licence you can create 3 canvas view per module.
  2. While performing Copy Customization you will be able to copy the Canvas View also.

Design & Build Canvas View

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

  1. Log into your CRM account and select a desired module.
  2. Click the Canvas View icon ().
    You will be redirected to the Canvas View page.
  3. Click Create Your First Canvas View to continue.
    Next, you will need to choose a design template or build your own template.

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:

  • Choose a template: Zoho CRM lets you choose from an array of pre-defined templates. The templates include a range of categories like people, help desk, real estate, automobile, organization and so on.
  • Build your own view: This option lets you build your own canvas view from scratch. You can use additional customization options available in the layout editor for creating a personalized view of the module. 

To choose a template

  1. In the Choose Template page, select a category from the available options.
    You can choose from People, Organization, Deals, Product, Help Desk, Real Estate, and Automobile.
  2. Choose and click on a Template.
  3. In the Field Mapping page, select a field and choose any field from the drop-down list to which you want to map.
  4. Click Next, to continue.
    Next, you will be redirected to the Canvas View Builder page to design your layout. Refer to the below layout editor table for designing details.
  5. Click Save.
  6. Enter a name for the Canvas View created.
Note
  1. During field mapping, the fields that are unmapped do not appear in the template. You will be prompted to choose if you would want to proceed without mapping a field.

To build your own view

  1. In the Choose Template page, click Blank Template.
  2. In the Canvas View Builder page, design your layout.
  3. Drag and drop the Fields into the blank template.
    For example, Account Owner, Account Name etc.
  4. Edit the template design.
    Refer to the below layout editor table for designing details.

The below layout editor table describes the designing tools available in the canvas builder:

Design Item
Description
Types
Style
Define a style in which the field name will appear. You can choose from the 12 available styles.
  • Normal Text
  • Record Name 1
  • Record Name (Blue)
  • Record Name (Green)
  • Vital Information (Orange with bold font)
  • Secondary Information
  • Highlight Grey
  • Highlight Blue
  • Paragraph Text
  • Subtle Information
  • Date & Time
  • Low Priority
Font Size
Choose the font size in which the field text will appear from the drop-down list.
Range of 11px to 21px.
Font Type
Select the field text style.
  • Thin
  • Light
  • Regular
  • Semi-bold
  • Bold
  • Extra bold
Italics
Select if you want the field text to appear in italics.
I
Strike through
Select if you want to strike out the field.
ab
Capital
Select if you want the field text appear to appear in all caps.
AA
Color
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.
 
Text Alignment
Select either left, right or center alignment for the field entries.
 
Spacing
Increase the spacing between the fields up, down, left and right.
 
Label
Toggle off the label icon if you do not want the field label to be displayed. 
 
Icon
Select the custom buttons to represent a field label from the drop-down list.
 
Copy Style
Copy any of the defined field label or value style.
 
Paste Style
Paste the style to the selected field label or value.
 
Group
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
Ungroup the fields if you no longer want them in a single text box.
 
Delete
Select a field and delete if required.
 
Undo and redo arrows
Using the two arrows, you go back and forth to change the design.
 
Shuffle data
Use this option to shuffle the CRM records within the template. 
 


Grouping and Ungrouping fields




Note
  1. You can perform the following actions by clicking on a field:
    1. Hide Label
    2. Label Top
    3. Show Icon
    4. Copy Style
    5. Delete

Step 3. Preview the template
Once the template is designed, you can preview it. If required, you can make any changes before saving.  

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

  1. Click Save, once the canvas view is created.
  2. Enter a name for the view.
  3. In Share this with, choose either of the following:
    • Only me
    • Everyone
    • Selected users: In Select Source type, choose and add users from either GroupsRolesRoles and subordinates or Users.
  4. Click Save.

Manage, Edit and Create Additional 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

  1. In the Module page, go to CanvasView and click Manage from the drop-down list.
  2. In the Manage Canvas View page, choose either EditCloneShare or Delete.
  3. Click Create Canvas View from the drop-down to create another view in the module.

Replicate 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

  1. Select a Module and click Create Your First Canvas View.
  2. In the Choose Template page, go to the My Organization Canvas and select a canvas view from the displayed list.
    You will be redirected to the Field Mapping page.

SEE ALSO

    Zoho DataPrep Personalized Demo

    If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

    Zoho CRM Training

      Create, share, and deliver

      beautiful slides from anywhere.

      Get Started Now





              Zoho CRM Training Programs

              Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

              Zoho CRM Training

                Zoho SalesIQ Resources



                    Zoho TeamInbox Resources




                              Zoho DataPrep Resources

                                Zoho DataPrep Demo

                                Get a personalized demo or POC

                                REGISTER NOW


                                  Design. Discuss. Deliver.

                                  Create visually engaging stories with Zoho Show.

                                  Get Started Now











                                                        • Related Articles

                                                        • Customizing Record Detail Page Using Canvas

                                                          The canvas list view provides ways to customize the record display in the module list. You can add record images, use custom buttons to represent fields, use specific font style or size for the field labels, change the alignment of field types and ...
                                                        • Create and Manage Groups

                                                          In Zoho CRM, you can create different types of groups (set of users) to manage a set of common records. Groups can be used for setting up team selling, team support, event management by a group of marketing users, etc. Users associated with a ...
                                                        • Customizing Modules

                                                          Modules in Zoho CRM, let you categorize and track various aspects of your business such as Sales, Marketing, Customers, Products, Meetings and the like. Modules in Zoho CRM are represented in the form of tabs such as Leads, Contacts, Deals, Tasks ...
                                                        • Managing List Views

                                                          A List View is grouping of records based on a defined set of criteria. List Views are beneficial for displaying customer specific data according to your business requirements. For example, you may be interested in following-up on the leads created ...
                                                        • Using Territories

                                                          Understanding Territory Management Using Territory Management, you can segment accounts, contacts and deals into territories. You can build a territory hierarchy by creating territories and sub territories. You can define criteria for each of these ...

                                                        Resources

                                                        Videos

                                                        Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                        eBooks

                                                        Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                        Webinars

                                                        Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                        CRM Tips

                                                        Make the most of Zoho CRM with these useful tips.



                                                          Zoho Show Resources