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
------------------------------------------------------------------------------------------------------


      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

          • Kaizen #198: Using Client Script for Custom Validation in Blueprint

            Nearing 200th Kaizen Post – 1 More to the Big Two-Oh-Oh! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.
          • Kaizen #226: Using ZRC in Client Script

            Hello everyone! Welcome to another week of Kaizen. In today's post, lets see what is ZRC (Zoho Request Client) and how we can use ZRC methods in Client Script to get inputs from a Salesperson and update the Lead status with a single button click. In this
          • Kaizen #222 - Client Script Support for Notes Related List

            Hello everyone! Welcome to another week of Kaizen. The final Kaizen post of the year 2025 is here! With the new Client Script support for the Notes Related List, you can validate, enrich, and manage notes across modules. In this post, we’ll explore how
          • 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

          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

                                  • New UI for Writer - Disappointed

                                    I've been enjoying Zoho Writer as a new user for about 6 months, and I really like it. One of my favorite things about it is the menu bar, which you can hide or leave out while still seeing most of your page because it is off to the left. I think this
                                  • Client Script Button in Related List become invalid

                                    Hi, I am the admin of our organization. And I setup a client script button in related list to raise payment refund request While this button become non selectable recently. I believe there is something wrong from zoho as this button had run for a year.
                                  • SMTP outgoing problem

                                    Hello I have a website where the SMTP email is connected through Zoho Mail SMTP. Today I am no longer receiving emails from the website. Joomla shows that the email was sent successfully, but I do not receive it.
                                  • Fiscal year setting

                                    Hi, I am looking into using Zoho Books. I cannot understand the organisation fiscal year setting. Our fiscal year runs from 1 April to 31 March. In the organisation profile, I need to set Fiscal Year to “April to March” and Start Date to “2” for the period
                                  • Issue with payments on invoices

                                    Hello, I’m having the following issue. When I create an invoice and try to apply a partial payment in a single transaction, the system does not allow it — it only allows full payment. Is this the expected behavior, or am I missing some configuration?
                                  • auto add as member the contact owner

                                    is there a way that i can make a zoho flow that will add the owner of the contact as a member of the chat after the round robin assignment?
                                  • Welcome to Zoho CommunitySpaces

                                    Hello everyone, This is your space to ask questions, share ideas, and connect with others building and growing their own communities. For those new here, Zoho CommunitySpaces is a platform for building and managing online communities—from discussion spaces
                                  • Announcing new features in Trident for Windows (v.1.20.4.0)

                                    Hello Community, Trident for Windows is here with some new features to elevate your work experience. Let's take a quick look at what's new. Export emails. You can now export emails in the .eml file format as compressed zipped files to create a secure
                                  • Announcing new features in Trident for Windows (v1.14.5.0)

                                    Hello Community, Trident for Windows is here with new features to elevate your workplace productivity. Let's take a quick look at what's new. Add and edit contacts Previously, you could view all of your personal and organizational contacts in Trident.
                                  • Announcing Trident desktop app for Zoho Mail & Zoho Workplace users

                                    Hello Community, I hope you are doing well and staying safe. As you know, our Mail & workplace teams have been constantly working on adding more value to our offerings to ensure you and your organization continue enjoying your Zoho experience. As part
                                  • Quick way to add a field in Chat Window

                                    I want to add Company Field in chat window to lessen the irrelevant users in sending chat and set them in mind that we are dealing with companies. I request that it will be as easy as possible like just ticking it then typing the label then connecting
                                  • Please Remove the Confirmation Popup

                                    Currently, every time a recruiter changes the status of a candidate in Zoho Recruit, a popup confirmation appears that requires clicking “OK, Got it” before proceeding. This creates unnecessary friction in the workflow, especially for users handling high
                                  • Team Module Issues?

                                    We are testing Team Licenses for use by our Customer Service staff. I created a Teamspace called CSR and only assigned two users to this space: Administrator (me) and “Team License Test.” Team License Test is assigned to the Team User profile, with a
                                  • Canvases Auto-Skewing/Adding Scroll Bars When They Were Not There Prior

                                    Is anyone else noticing rendering issues in their canvases today? It seems to be mainly icons which now have scroll bars added which makes them all look off, though some fields seemed to revert to squished length as well. Were the icons replaced with
                                  • Zoho CRM Kiosk question – Passing Screen Fields to a Function

                                    I am building a Kiosk in Zoho CRM to create new Supplier (Vendors) records. Current setup: Screen 1 contains user input fields: Supplier Name (Vendor_Name) First Name (First_Name) I created a Deluge function: createSupplier(vendor_name, first_name) The
                                  • Announcing new features in Trident for Windows (v.1.41.5.0)

                                    Hello Community! Trident for Windows just received an exciting update with new ways to collaborate and stay organized without leaving your workspace. Let’s take a look at what’s new! Integrate Zoho Meeting with Trident. You can now schedule, start, and
                                  • Zoho ERP | Product updates | June 2026

                                    Hello users, We launched Zoho ERP on January 23, and since then, our goal has been to help businesses streamline and manage their operations with greater efficiency, flexibility, and control. Since the launch, we've continued to enhance the platform every
                                  • Zia Agent activation in Zoho Desk forces new Organization creation instead of deploying to existing one

                                    While attempting to complete the deployment and activation sequence of a new Zia Agent within our existing Zoho Desk environment, the activation process failed on the user interface, throwing a generic error (see print). However, despite the activation
                                  • Allow native Webhooks to authenticate via Connections

                                    Allow native Webhooks to authenticate via Connections (Basic Auth) instead of plaintext custom headers Summary Please allow native Webhooks (Workflow Rules > Instant Actions > Webhooks) to authenticate against the destination endpoint using the existing
                                  • Send Email Directly to Channel

                                    Hi, We are coming from Slack. In Slack each channel has a unique Email address that you can send emails too. I currently forward a specific type of email from my Gmail InBox directly do this channel for Verification Codes so my team doesn't have to ask
                                  • How do page versions work these days?

                                    I thought that Zoho Wiki had the capability to display previous versions of a page, and optionally reinstate them. But I can't find a current doc on this subject -- is there one? From what I remember, that capability was accessed via the Version number
                                  • Price Managment

                                    I have been in discussions with Zoho for some time and not getting what I need. Maybe someone can help explain the logic behind this for me as I fail to understand. When creating an item, you input a sales rate and purchase rate. These rates are just
                                  • Warehouse -> Locations Transition Causing Errors

                                    After saying "okay" to the transition from 'warehouses' to 'locations', I've now got shipped Sales Orders that I cannot invoice. How does one proceed?
                                  • Problem with the blueprint flow.

                                    Scenario: 3 departments in a single environment: A-B-C agents from department 1 D-E-F agents from department 2 G-H agents from department 3 Since we've been using Zohodesk (2023), agents can assign tickets to the correct department using the blueprint
                                  • Introducing the new Zoho Announcements Hub

                                    Hello, Enterprise Support Community! We are excited to announce a new way to keep up to date with recent product releases and announcements for the Zoho apps you use on a regular basis. Introducing our new centralized location to bring together all Zoho
                                  • Ability to run report over 180 days

                                    Is there a reason Zoho limits the ability to run reports for records older than 180 days? In my view, the only reason I can think of is that it forces us to pay for Advanced Analytics (which I do).
                                  • Cloning a View

                                    When I clone a View, it doesn't make a copy; it only creates a new copy with the same default fields as if I were creating a new view. What is the purpose of cloning if it doesn't bring in the same fields? Thanks Rudy
                                  • New tickets with empty image contents

                                    Dear Support. From the end of last week onwards customers send messages for new tickets through microsoft graph (by email to support at procert.ch using the procert portal). We have an issue with the emails because well packed images are no longer visible.
                                  • Images not showing up in Desk tickets

                                    Customers are trying to send us screenshots to diagnose their issues. But Desk seems to be stopping the images/breaking the link when the ticket comes in. (We can see them in an email box getting cc'd on all tickets...so it's not our mail system). Help!
                                  • Introducing Databridge for Zoho Creator

                                    Hello, Enterprise Support Community! We'd like to highlight a recent utility that was released for Zoho Creator, that will allow you to connect external, private datasources with your Creator apps, Databridge. Databridge is an application that will need
                                  • Zoho HTML editor is removing MSO (Outlook) specific code.

                                    The ability to add in custom HTML is great. We are using MJML to generate our wonderfully cross platform and responsive email code that works on Act-On, Salesforce, Hubspot, Active Campaign, and lead liaison. The way it supports MSO (Outlook) is it included
                                  • Retail Payment Receipt

                                    Hi, So "payment receipts" have a "Retail" template for thermal printers, but the template is configured at A4 paper size!!! How is this retail guys? On the other hand, Invoices have 3 Retail templates which have 3 and 4 inch paper size, perfectly fitting
                                  • Custom Portal URL causing SAMEORIGIN error with embedded Page snippet

                                    In my app, I have a page that embeds another page. The URL that I have for the embedded page starts with https://creatorapp.zoho.com but the custom domain I have set up is https://kors.kerndell.com. Because the user logged into the app at https://kors.kerndell.com,
                                  • Pasting images is a mess

                                    I’m trying to paste images into my tickets, in the comments field. But when I paste images, they end up in the wrong order or behind the text.
                                  • Sort by Project Name?

                                    How the heck do you sort by project name in the task list views??? Seems like this should be a no-brainer?
                                  • Zoho Contracts Just Got Better! CRM 2.0, Regional Settings & 6 New Reports

                                    Zoho Contracts is evolving to bring you a more efficient and customizable contract management experience. In this update, we are introducing powerful enhancements to our Zoho CRM integration, regional settings, and reports. Let us explore what’s new:
                                  • Writer is horrible

                                    Form filling is about unusable for complex forms! I am so tired of it.
                                  • Zoho Finance Limitations 2.0 #5: Can't select "Account Id" if creating Custom Links in Related Panel (but it's available for Custom Buttons)

                                    When creating a custom link within the Zoho Finance module there is no option to select the "Account Id". If creating a Custom Button, it's available. Any plans to make this available within a reasonable timeframe? ======== Perspective: using Zoho finance
                                  • Associate Zoho Project with Deal that is in a specific stage?

                                    Hi there, When a deal hits a certain stage, I'd like to associate it with an pre-exisiting zoho project? I am using blueprints. Using a custom function and deluge, how could I do this? I was thinking that the easiest option would be the modify the pre-made
                                  • Zoho Cliq not working on airplanes

                                    Hi, My team and I have been having this constant issue of cliq not working when connected to an airplane's wifi. Is there a reason for this? We have tried on different Airlines and it doesn't work on any of them. We need assistance here since we are constantly
                                  • Next Page