Introducing Canvas: A no-code design studio available in CRM Plus

Introducing Canvas: A no-code design studio available in CRM Plus

Hello everyone,
 
We have created Canvas for CRM, the industry's first design studio which can help you build an amazing user interface without having to type a single line of code. You can now access Canvas as part of your CRM Plus subscription.

Now I've piqued your interest, I'd like to give you a comprehensive overview of Canvas.

What is Canvas?

It is a no-code, drag-and-drop design studio built into CRM, where you can design the record details page exactly the way you want it. You can add required fields, change the background, add more buttons, change fonts, colors, and sizes, add text, icons, and a lot more with Canvas.

Customizing the record details page using Canvas

In Zoho CRM, navigate to Setup > Customization > Canvas Builder to start designing data views for your CRM modules. You can create up to 25 Canvas views for each module.
Read More: Canvas Builder

Pre-designed templates

Canvas offers a range of pre-designed templates that can be used to easily customize your record details page. You can also use the templates as a starting point and make changes to re-design them for your requirements. 

Easy to use canvas builder

The Canvas Builder has all the components on the left-hand side, which can be added to the record details page with a simple drag and drop. 


The components of the Canvas Builder are arranged in three sections: Data, Elements, and Style.

Data: This section consists of all the fields that can be added to the details page such as First Name, Last Name, Email, Lead Owner, and Lead Source. You can also find Related Lists, section buttons such as Edit, Clone, and Send Email, Links, and Buttons. And don't worry, there is a search field you can use to find a specific field from the list.


Elements: Just adding your data to a plain white space will not make it easy for you to identify the data that you need. That's why we have Elements, which include all the design components that can be added to the layout such as Sections, Tabs, Tables, Text, Icons, and Lines. These elements help you group and organize your data into different blocks which makes it easy to find the information you are looking for at a quick glance.


Style: This section lets you customize the various elements and fields that you have added to the Canvas Builder. You can change the font, font size, background color, border, shadow, radius, padding, margin, change background image, and a lot more. The options are dynamic and will change based on the element that you want to customize.


These three sections offer everything that you need to customize the record details page in the Canvas Builder.

How do I select a Canvas view?

You can select the Canvas view from the Record detail page views dropdown at the bottom of the details page. You can click Create a custom record page to create a new Canvas view. You can also set a default Canvas details page for each profile.


To learn more about Canvas and how to get started with it, check out the Resources page, where you can browse our video tutorials, documentation, frequently asked questions, and learn how to implement Canvas for specific industries.

We hope you found this information useful. Try it out with your existing CRM Plus subscription and let us know your feedback in the comments.


      Zoho Campaigns Resources


        • Desk Community Learning Series


        • Digest


        • Functions


        • Meetups


        • Kbase


        • Resources


        • Glossary


        • Desk Marketplace


        • MVP Corner


        • Word of the Day


        • Ask the Experts


          • Sticky Posts

          • Zoho CRM Plus in 2023: Let's rewind

            Hey everyone, There's something about December that makes us want to sit back and remember all the wonderful moments, as we get ready for the New Year, 2024! (Psst! We are also turning 10—yay!) This year, CRM Plus had a lot of wonderful updates, taking
          • The CX Workshops are back in 2023!

            Hello, can you see my screen? Can you hear me? This is a phrase we've all been saying more often than "good morning" over the last couple of years. Well, now it's time to re-connect in person. We're excited to invite you all to the CX Workshops we've
          • Refer Zoho CRM Plus to your friends and earn rewards!

            Hey everyone,   We'd like to thank you from the bottom of our hearts for continuing to be our esteemed customers. Now you have the opportunity to refer Zoho CRM Plus to your friends or family members who are looking for a suitable solution to enhance
          • Social in CRM Plus now supports TikTok, Instagram Stories and Reels, and YouTube Shorts

            Hey everyone,   We are excited to inform you that Social in CRM Plus now allows you to publish on TikTok! We've also updated it to let you create Instagram Stories and Reels, as well as YouTube Shorts. Here's a brief about the updates.  Publishing on
          • Unified telephony in Zoho CRM Plus

            In any business, managing calls with the prospects or customers is an integral part of a salesperson or a support agent's daily life. They have access to information about the customers within Zoho CRM, and they also use a suitable PBX service to communicate

          Zoho CRM Plus Resources

            Zoho Books Resources


              Zoho Subscriptions Resources

                Zoho Projects Resources


                  Zoho Sprints Resources


                    Zoho Orchestly Resources


                      Zoho Creator Resources


                        Zoho WorkDrive Resources



                          Zoho CRM Resources

                          • CRM Community Learning Series

                            CRM Community Learning Series


                          • Tips

                            Tips

                          • Functions

                            Functions

                          • Meetups

                            Meetups

                          • Kbase

                            Kbase

                          • Resources

                            Resources

                          • Digest

                            Digest

                          • CRM Marketplace

                            CRM Marketplace

                          • MVP Corner

                            MVP Corner




                            Zoho Writer Writer

                            Get Started. Write Away!

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

                              Zoho CRM コンテンツ




                                ご検討中の方

                                  • Recent Topics

                                  • Sync desktop folders instantly with WorkDrive TrueSync (Beta)

                                    Keeping your important files backed up and accessible has never been easier! With WorkDrive desktop app (TrueSync), you can now automatically sync specific desktop folders to WorkDrive Web, ensuring seamless, real-time updates across devices. Important:
                                  • Track online, in-office, and client location meetings separately with the new meeting venue option

                                    Hello everyone! We’re excited to announce meeting enhancements in Zoho CRM that bring more clarity and structure to how meetings are categorized. You can now specify the meeting venue to clearly indicate whether a meeting is being held online, at the
                                  • Announcing new features in Trident for Mac (1.32.0)

                                    Hello everyone! We’re excited to introduce the latest updates to Trident, which are designed to reinforce email security and protect your inbox from evolving threats. Let’s take a quick look at what’s new. Deliver quarantined emails. Organization admins
                                  • Marketing Tip #5: Improve store speed with optimized images

                                    Slow-loading websites can turn visitors away. One of the biggest culprits? Large, uncompressed images. By optimizing your images, your store loads faster and creates a smoother shopping experience leading to higher sales. It also indirectly improves SEO.
                                  • SMS to customers from within Bigin

                                    Hi All, Is there anyone else crying out for Bigin SMS capability to send an SMS to customers directly from the Bigin interface? We have inbuilt telephony already with call recordings which works well. What's lacking is the ability to send and receive
                                  • Admins cannot see each others' Scheduled Reports?!

                                    Very frustrating that as an admin I cannot see what my reports my fellow admins have created and scheduled.  After asking about this on the help chat, I was told the issue is trust and security.  By giving someone Admin status, it means we trust them with those responsibilities. Please change this, it is not a good process to have to bother other users to change a report or change users within a report.
                                  • Writer update results in BitDefender blocking it as malware

                                    After updating Writer to latest update, Bitdefender blocked the app and writer no longer runs.
                                  • Missing Import Options

                                    Hello, do I miss something or is there no space import option inside of this application? In ClickUp, you can import from every common application. We don't want to go through every page and export them one by one. That wastes time. We want to centralize
                                  • Zoho CRM Portal Field Level Permission Issue

                                    Hi Support Team, I am using the Zoho CRM Portal and configuring field-level editing permissions. However, we are unable to restrict portal users from editing certain fields. We have created a portal and provided View and Edit (Shared Only) access for
                                  • Collaboration with customers made easy with Zoom Meeting and Zoho Desk integration

                                    Hello everyone! We are happy to announce that you can now integrate your Zoho Desk account with Zoom Meeting. The integration bridges the gap between digital communication and human connection, empowering teams to deliver timely support when it matters
                                  • CRM Canvas - Upload Attachments

                                    I am in the process of changing my screens to Canvas.  On one screen, I have tabs with related lists, one of which is attachments.  There doesn't appear to be a way to upload documents though.  Am I missing something really obvious?  Does anyone have
                                  • TrueSync regularly filling up my local disk

                                    Seems that WorkDrive's TrueSync randomly starts filling up my local hard drive space. None of the folders have been set as "Make Offline" but still it seems to randomly start making file offline. The settings of the app is so minimal and is of no real
                                  • Kaizen #194 : Trigger Client Script via Custom buttons

                                    Hello everyone! Welcome back to another interesting and useful Kaizen post. We know that Client Scripts can be triggered with Canvas buttons and we discussed this with a use case in Kaizen#180. Today, let us discuss how to trigger Client Script when a
                                  • Picklist field shows "none" as default

                                    Hello, Is there an option to avoid showing "none" as the default value in a picklist field? I also don't want to see any option displayed. My expectation is to have a blank bar, and then when I display the drop-down list, I can choose whichever I wa
                                  • Stage-probability mapping feature in custom module

                                    Hi, I'm building a custom module for manage projects. I would like to implement the stage-probability feature that Potentials has. Is this possible?
                                  • Field Description is very small

                                    Hello, The field Description in the activity is very small. Why don't try open a new window, or a bigger popup, or increase the width of the "popup". Example:
                                  • StatusIQ

                                    Please add StatusIQ to data sources. We using site24x7 and StatusIQ together and site24x7 integration is already there. Thanks and regards, Torsten
                                  • In Zoho People, the Operations buttons are frequently not visible or do not appear consistently.

                                    In Zoho People, the Operations buttons are frequently not visible or do not appear consistently. We request you to please investigate and address this issue, as it is affecting daily HR operations and user access.
                                  • Marketing Tip #14: Increase cart value with product bundles

                                    Bundling products is a great way to increase average order value while giving customers more convenience. Think “camera + tripod + memory card” or “soap + lotion + bath salts.” Bundles make shopping easier and feel like a better deal. It’s a win-win for
                                  • Problem with Workdrive folders

                                    I'm having a problem a problem accessing files in a Zoho work drive folder when using the Zoho writer app. The problem folder appears grayed out in the Zoho work drive window in both the online and writer application. However I can open the folder in
                                  • Pre-orders at Zoho Commerce

                                    We plan to have regular producs that are avaliable for purchase now and we plan to have products that will be avaliable in 2-4 weeks. How we can take the pre-orders for these products? We need to take the money for the product now, but the delivery will
                                  • Can multiple agents be assigned to one ticket on purpose?

                                    Is it possible to assign one ticket to two or more agents at a time? I would like the option to have multiple people working on one ticket so that the same ticket is viewable for those agents on their list of pending tickets. Is something like this currently
                                  • Edit default "We are here to help you" text in chat SalesIQ widget

                                    Does anyone know how this text can be edited? I can't find it anywhere in settings. Thanks!
                                  • Feature Request: Sync Leave Tracker to Zoho Mail / Calendar or provide option to download information

                                    Zoho Leave Tracker offers the option to sync the leave Calendar to Microsoft 365 and Google Calendar. Adding an option to sync to Zoho-Mail Calendar would avoid duplication and add significant value for users. An alternative would be to allow users to
                                  • Multiple currencies - doesn’t seem to work for site visitors / customers

                                    I am trying to understand how the multiple currency feature works from the perspective of the website visitor who is shopping on my Zoho Commerce site. My site’s base currency is US Dollars (USD) but my store is for customers in Costa Rica and I would
                                  • Archiving Contacts

                                    How do I archive a list of contacts, or individual contacts?
                                  • How do people handle using Outlook and Zoho Project calendar at the same time?

                                    We have an ongoing problem in our organisation where we use Zoho Projects to plan all of our projects tasks and that also allows us to look forward using the workload report to see which of our consultants are overstretched etc and which are available.
                                  • 10GB Email Storage Limits in Zoho CRM

                                    We’ve had Zoho One for almost 5 years and have always synced our emails from Gmail via IMAP… As of late, we’ve run into issues with our emails not syncing, due to being over the 10GB storage cap… What’s very odd is that we haven’t changed a thing? I know
                                  • How to set page defaults in zoho writer?

                                    hi, everytime i open the zoho writer i have to change the default page settings to - A4 from letter, margins to narrow and header and footer to 0. I cannot set this as default as that option is grayed out! so I am unable to click it. I saved the document
                                  • Enable History Tracking for Picklist Values Not Available

                                    When I create a custom picklist field in Deals, the "Enable History Tracking for Picklist Values" option is not available in the Edit Properties area of the picklist. When I create a picklist in any other Module, that option is available. Is there a specific reason why this isn't available for fields in the Deals Module?
                                  • Vault crashes on Android Devices

                                    Vault is continuously closing after entering the master password on my Android device. After several attempts I get a system message that says there is a bug in the app. I've uninstalled and reinstalled the app, and cleared the app cache, but nothing
                                  • ¿Cómo puedo configurar las contraseñas creadas bajo una directiva para que nunca caduquen y no aparezcan como caducadas en los informes?

                                    ¿Cómo puedo configurar las contraseñas creadas bajo una directiva para que nunca caduquen y no aparezcan como caducadas en los informes? La razón por la cual contraseña estas no deben caducar es porque su actualización depende de mi cliente y no de mí.
                                  • Camera access

                                    My picture doesn't appear in a group discussion. (The audio is fine.) The guide says "Click the lock icon on address bar," but I can't find it. Advise, please
                                  • Are static links available

                                    I'm still using Zoho Meeting in trial mode. My previous webinar software provided a static link, and I made the mistaken assumption that I could send out my link and start a meeting later. Mass confusion, but my fault. With a paid version do you get a
                                  • Why is Zoho Meeting quality so poor?

                                    I've just moved from Office 365 to Zoho Workplace and have been generally really positive about the new platform -- nicely integrated, nice GUI, good and easy-to-understand control and customisation, and at a reasonable price. However, what is going on
                                  • Integration between "Zoho Sprints Stories" and "Zoho Projects Tasks/Subtasks"

                                    We have two separate teams in our organization using Zoho for project management: The Development team uses Zoho Sprints and follows Agile/Scrum methodology. The Infrastructure team uses Zoho Projects for traditional task-based project management. In
                                  • Where can we specify custom CSS in Zoho Forms custom theme ?

                                    I'm using a form with a dark theme. The OTP popup window is unreadable, because for some reason, the OTP popup background fixes color to white, but still takes the font color specified in the custom theme. This ends up as white on white for me, rendering
                                  • Team Gamification

                                    Would love to motivate, engage and encourage our team with our social media posts. Would like to include Gamification features of Social Media in Zoho Social or Marketing Automation. And also bring in Social Advocacy tools/tracking/management to these,
                                  • Sync Data from MA to CRM

                                    Currently, it's a one-way sync of data from the CRM to MA. I believe we should have the ability to select fields to sync from MA to the CRM. The lead score is a perfect example of this. In an ideal world we would be able to impact the lead score of a
                                  • Update CRM record action

                                    Currently, MA only offers a "Push Data" action to push data to a CRM module. This action is built to cover the need to both create a new record and update an existing record. Because it has been implemented this way all required fields on the CRM module
                                  • Next Page