Canvas templates can now be shared with different CRM organizations

Canvas templates can now be shared with different CRM organizations

----------------------------------------Moderated on 14th February, 2023-------------------------------------------
Dear all, This feature is now open for all users in all DCs. To learn more about importing and exporting canvas templates, read our help doc - Customizing Record Detail Page Using Canvas
Dear All,

We hope you're well! We're here with a useful update for Canvas in Zoho CRM.

Canvas is our flagship feature that helps you add context to your record details pages. With the help of templates, elements, and styles, you can design your CRM records in a way that's coherent and relevant to your business. However, it hasn't been possible so far to share a Canvas template.

In this update, we're adding a new capability to share templates with different CRM organizations. Imagine your business has multiple CRM organizations for different purposes. If you wanted to apply your brand elements uniformly for all your CRM organizations, you had to create new templates each time, one by one. With this new sharing feature, you can now easily transmit templates created in one organization to another.

How is a template transmitted?
You can share a template from one organization to another via a unique key. This key is a combination of alphanumeric characters that is specific to each template. All you have to do is to export the key from one CRM organization and import it into the other. Your template UI will be transmitted immediately.

Let's get further into the details!

Exporting a template: As mentioned above, you can export a template by sharing a unique key with the recipient.

This key is valid for seven days after the date of export, and an organization can have up to 10 active exports at a time. In the event you reach this limit, you'll have to delete old keys to enable new exports.



Importing a Canvas template: You can import a canvas template by applying the unique code shared with you. This code will transmit the design elements from the source and Canvas will automatically incorporate values in accordance to the module you're importing the template into.

Some additional pointers about importing/exporting templates:

  • In addition to the template transfer between CRM organizations, you can also transmit a canvas within the organization.
  • There is no limit to the number of times you can import a template using a key. You can have multiple imports as long as the key is valid.
  • You can import a template into any module or layout.
  • Importing a template counts as creating a new template. CRM follows the same template limits as usual. Click here to learn about the limits of each module.
  • If the export code is deleted or expires before you import, the code will no longer be valid and you'll have to obtain the updated code.
  • Only the formatting and UI placeholders of the template will be transmitted. The values, images, and rules ascribed to them will not be transmitted.
  • Components and presets you've saved to reuse will be carried over.
That's it for the update. We have opened this feature for all users in US DC for now. For the rest of the DCs,  it will be gradually opened.

We hope this added capability will make your work easier. If you have feedback or comments, feel free to start a conversation.

Thanks and have a good one!

Kind Regards, 
Saranya Balasubramanian



        • Recent Topics

        • Playback and Management Enhancements for Zoho Quartz Recordings

          Hello Zoho Team, We hope you're all doing well. We would like to submit a feature request related to Zoho Quartz, the tool used to record and share browser sessions with Zoho Support. 🎯 Current Functionality As of now, Zoho Quartz allows users to record

        • Zoho Analytics - Feature Request For Time Based Data Source Fetch

          Hi Analytics Team, I have a client using Zoho CRM and they want a weekly report at 4:30pm every Friday, emailed to the sales team showing a pie chart of Closed Won Deals for that week. This is easy to achieve in Analytics but not so easy to ensure the

        • Which user's capacity is used for Shared Mailbox storage?

          We use shared mailboxes at our company, and their size is increasing daily. Which user(s)'s total mailbox limit is being used up by this space?

        • Inserting the current date / time

          I'd like to use Zoho Notebook as a log - so it would be great to be able to insert the current date and time at the beginning (or end) of each my log/journal entries - or wherever I want. Something simple, like pressing a button/icon to insert it wherever my text cursor is. It could be formatted like "Mon Dec 11, 2017 - 11:43p". 

        • Campaign editor overrides href value

          I've been trying to insert a deep link in an email campaign so recipients can directly open a native app on their device. My deep link looks something like "myapp://". The options to insert links in the campaign editor are limited to strict urls, emails,

        • how to add subform over sigma in the CRM

          my new module don't have any subform available any way to add this from sigma or from the crm

        • Bug Report and Suggestions for Improvement in Zoho Applications

          Hi Zoho Team, I’d like to report a few bugs and improvement suggestions I’ve noticed while using Zoho products: Zoho Cliq Video Call: The camera sometimes turns off automatically during video calls. This seems to be a bug — please check and fix it. Zoho

        • Canvas Flex Box containers should not require a width/height.

          Flexbox containers are often used as organizational concepts, to ease re-flow on mobile etc. - I cannot use % for flexbox W or H - I cannot omit W or H This means that the content cannot dictate, and a Flexbox container cannot be used merely as an organizational

        • Zoho Desk Android app update: Filter enhancement, Save Filters

          Hello everyone! We have now enhanced the filter section on the ticket listing screen of Zoho Desk Android app as it is on the web(desk.zoho.com). Also, we have introduced an option to save filters for tickets on the mobile app. You can easily apply, rename,

        • Very long loading times | bad performance [ZOHO DC: EU]

          Hello there, we have recently noticed that the loading times have become extremely long when retrieving tickets and ticket details. For example, I open any ticket and get the following view. The subject and standard information (ticket owner, status etc.)

        • Zia Profile Summary now supports six languages and responds faster

          After numerous customer requests, we’ve expanded Zia Profile Summary to do more than just summarize resumes quickly. It can now summarize them in six different languages and deliver results even faster. What’s New 1. Extended language support Zia can

        • Introducing Zoho Show Android 3.0

          Good ideas need the right space to grow. They deserve tools that move as fast as your thoughts and make creating feel effortless. And that is why we are bringing you Zoho Show Android 3.0! From a brand-new look and smoother navigation to improved collaboration

        • Properly Capture Dropdowns & Hover Elements When Recording a Window/Tab

          Hi Zoho WorkDrive Team, Hope you are doing great. We encountered a limitation when recording a selected window or browser tab: Certain UI elements, such as dropdown lists, hover menus, and overlays, are not captured unless we record the entire screen.

        • Peppol integration zoho invoicefu

          Hi, Belgium will require Peppol invoicing as of 2026. I found that this is being prepared for Zoho books, to be released in Sep 2025. Will Zoho Invoice get this functionality too? I like the Invoice app for my part-time side business as bike mechanic

        • Allow Recording Only a Selected Portion of the Screen

          Hi Zoho WorkDrive Team, Hope you are doing well. We would like to request a more flexible recording option in Zoho WorkDrive. At the moment, we can record either the entire screen or a specific window/tab — but not a custom selected portion of the screen

        • Restricting Calendar View to Working Hours

          Hi: I'm trying to implement a calendar which displays all of my customer appointments.  Currently, the calendar shows all 24 hours of the day.  Is there a way to restrict the hours to simply the times my business is open? Thanks!

        • Add Camera Background Blur During Recording

          Hi Zoho WorkDrive Team, Hope everything is well. We would like to request an enhancement to the video recording feature in Zoho WorkDrive. Currently, the camera preview displayed during a recording does not support background blur. This is an essential

        • Amazon FBA integration - Handle invoice reconciliation under different GSTINs,

          Dear Zoho Community, Thank you for the clarification regarding the Amazon FBA integration, default warehouse, and GSTIN mapping in Zoho Inventory. I understand that Zoho currently supports only one warehouse for Amazon FBA, and that all FBA orders are

        • Whatsapp Integration questions

          Hi Questions: 1. Whatsapp messages are not reaching our CRM, is there a delay? 2. Is there any way to create a whatsapp catalog on a number that is integrated with ZOHO? 3. How do I configure my profile picture on a number that is integrated with ZO

        • Allow Font Size 11 in Editors...

          That is basic functionality...

        • link mail.zoho.com/UnblockMe to unblock

          Could you please unblock my account heloisa.bomfim@expansaodenegocios.com

        • Unblocked me

          Please can you help unblocked my account thanks materiauxjcbrunet2000@zohomail.com

        • Integrating External Portal Tickets Into Zoho Desk

          A B2B travel company has a customer portal where clients can raise and submit tickets related to their bookings. These tickets need to be handled and managed in the backend through Zoho Desk. Ticket updates and replies from Zoho Desk should also be visible

        • Show unsubscribed contacts ?

          Hello, I would like to display the unsubscribed contacts. Unfortunately, I do not have this subscription type as described in the documentation (https://help.zoho.com/portal/en/kb/marketing-automation-2-0/user-guide/contacts/contact-management/articles/subscription-type-24-1-2024#Subscription_Type_field.)

        • Make Camera Overlay & Recording Controls Visible in All Screen-Sharing Options

          Hi Zoho WorkDrive Team, Hope you are doing well. We would like to request an improvement to the screen-recording experience in Zoho WorkDrive. Current Limitation: At the moment the recording controls are visible only inside the Zoho WorkDrive tab. When

        • Send WhatsApp voice messages from Bigin

          Greetings, I hope all of you are doing well. We're happy to announce this enhancement we've made to Bigin. Bigin's WhatsApp integration now supports audio messages, so you can record and send voice messages. This makes it easier to handle customer questions

        • CUSTOM FUNCTION GIVE ERROR #EVAL!

          CUSTEM FUNCTION CREATE KYA ZOHOSHEET ME US FUNCTION KO USE KIYA LEKIN DATA TO SAHI HAI LAKIN DATA SHEET ME NAHI LAG LAHA HAI KRUPYA SOLVE KARE MY CODE IS float ADDTWO_TWO(float NO1, float NO2) { ADD = NO1 + NO2; return ADD; }

        • Samsung Keyboard Issues with Notebook

          Dear Users, We're sorry to inform you that some of our users are experiencing certain issues like scrolling, delay/lag, cursor placement especially within the text notes. This occurs mainly due to Samsung Keyboard compatibility with Android 13 and some

        • Zoho Books | Product updates | October 2025

          Hello users, We’ve rolled out new features and enhancements in Zoho Books. From iOS 26 updates to viewing reports as charts, explore the updates designed to enhance your bookkeeping experience. Zoho Books Updates for Apple Devices At WWDC 2025, Apple

        • Zoho Developer Community Hackathon 2025 is LIVE!

          Hey developers! It’s that time of the year again — the Zoho Developer Community Hackathon 2025 is officially open for registrations! If you’ve been waiting for a chance to stretch your skills, try something new, or finally bring that idea to life, this

        • Zoho Books | Product updates | September 2025

          Hello users, We’ve rolled out new features and enhancements in Zoho Books. From PayNow payment method to applying journal credits to invoices and bills in other locations, explore the updates designed to enhance your bookkeeping experience. Integrate

        • Zoho Workdrive for Office, "vsto runtime not found"

          Hi all, I have been trying to get ZohoWorkdrive_MS-addin_1.4.exe installed, but I keep getting the error "VSTO Runtime Not Found!" - even though I have installed it ... Anyone else hear had problems with the MS addin?  FYI, I am using O365 on A Dell laptop running Win 10 Home - fully patched and up-to-date.  I have tried compatibility modes and running explicitly as Administrator - the usual steps. Any advice would be appreciated.

        • Can no longer export as pdf

          In NOTEBOOK I am no longer able to export notes to pdfs as I used to be able to. When I hit that command it asks where I want to send it, but no matter what I chose there is no pdf attachment that shows up in order to send. Nothing happens.

        • Emails are going to notification folder and not in inbox

          emails are going to notification folder and not into inbox

        • How can I prevent the Zoho Vault extension from automatically logging me out?

          Hi, I want the Zoho Vault Chrome extension to never log out. How can I do this? It only allows me to log out for 1 week, and the same applies to the Android app.

        • Zoho CRM App - Links

          Hi  Is there are plan for making Custom Links available in the Zoho CRM Android App? I can't see them being added? Thanks Gene

        • Templates

          Trying to sort out / get rid of unwanted invoice templates, the error msgs are not at all helpful. Surely it's easy to amend the error msg by including a list of the names of the customers / vendors that use it, denying deletion or making it inactive

        • Contacts limit in basic vs standard - what counts? Are customers contacts?

          I’ve been using books for a number years for my small business. I only ever work with 20 clients at any given time. I do purchase services from a number of vendors to run my business, so there are some comtacts there too. I used to use the basic package,

        • Finding missing records

          I have a challenge and I am not really sure where to start with it. I can't find any similar threads on here, can anyone help: I have two forms, FormA and FormB. Both forms have records that contain a field called Job_Number. What I am trying to achieve

        • Prevent Unapproved Quotes from Exporting to Zoho CRM Finance Module

          Is it possible to prevent unapproved quotes in Zoho Books from being exported from Zoho Finance module inside Zoho CRM?

        • Next Page