Design & Print Data Directly using Canvas Print View

Design & Print Data Directly using Canvas Print View

Hello Everyone,

We are excited to announce a new addition to your Canvas in Zoho CRM - Print View. Canvas print view helps you transform your custom CRM layouts into print-ready documents, so you can bring your digital data to the physical world with ease.

Whether you’re printing labels for shipping, creating personalized forms, or need to document one particular record's information, this feature gives you the control and flexibility to design, customize, and print right from your CRM.

What can you do with Print View?

With Canvas Print View, you can print out a single record's data or a few selected records' data or even the total number of records per page onto physical sheets directly from your CRM account to your hands. Simply :
  1. Design a custom layout using Canvas by pulling details automatically from your CRM modules
  2. Generate a clean, printable sheet of mailing labels
  3. Print information out on standard paper sizes like A4 or Letter from your selected module,
  4. Automatically display cutting lines to guide separation for
  5. Save time and reduce manual errors without leaving your CRM

Scenario 1: Print Shipping labels from your CRM Account

Imagine you’re running a shipping or courier service, and you manage all your customer data within Zoho CRM. Your team needs to generate address labels for daily deliveries. You can use the print view to :
  1. Create a custom mailing label layout using Canvas and get customer contact details automatically from your contact module.
  2. Generate a clean, printable sheet of mailing labels
  3. Choose to display cutting lines to guide label separation
  4. Finally, print them out on standard paper sizes like A4, Letter from your selected module
And, Voila! Your team now has all the address labels they need for daily deliveries.

Look at the GIF below to understand how Canvas Print View works for print mailing labels.


Scenario 2 : Print Service Report Forms in an Auto-shop Repair Firm

Say, you run an automobile service centre, and you use Zoho CRM to track customer vehicles, service requests, complaints, and repair details. After completing a repair job, the technician updates the service record in CRM with details such as the vehicle model, service type, parts replaced, labour cost, and total cost.

Using the Print View feature in Canvas, the service centre generates a Service Report that includes:
  1. Customer name, email, and phone number
  2. Service number and Service date
  3. Vehicle Name, Complaint, and Feedback
Now, you can hand this printed report to the customer as proof of service where both the technician and the customer can be signed for acknowledgment and stored in the customer’s file as part of their service history. This is any day better than giving customers a rough invoice or verbal update, and encourages repeat visits for future services.

The GIF below will help you understand how Canvas Print View works for such scenarios.


Other examples where you can use this feature

Similarly, you can use the Print View feature of Canvas to create printable sheets for other scenarios, such as :

  1. Create academic course sheets, promotion letters and more automatically from the courses module,



  2. Resume, id card, or other identification forms for marketing activities or related events,



  3. Certificates, contracts, agreements, or guarantees that need to be manually attested by customers


Customization Options to print Mailing labels

Canvas Print View offers a wide range of customization options to help you design exactly how you want to print out your mailing labels. The options available are :
  1. Paper Sizes: Choose from Mailing Label formats based on your printing needs
  2. Orientation: Switch between Portrait or Landscape mode to suit your layout design
  3. Margins: Define precise margins for your printout or apply the same margin on all sides with a single click
  4. Print record in :
    1. Choose to print the mailing labels per page or in a list or in a Grid.
    2. To print mailing labels per page, users can choose the same margin for all sides and align center options.
    3. To print mailing labels in a list, users can choose the same margin for all sides, align center and cutting lines options.
    4. To print mailing labels in a grid, users can choose the same margin for all sides, align center, auto width, and cutting lines options.


Notes
Note :
  1. Align Center : Aligns your content to the center of the page or adjust freely
  2. Auto Width : Enable this setting to fit content dynamically within the layout
  3. Cutting Lines : Add visible cutting guides to clearly separate labels or sections on the page

Customization Options to print A4 or Letter format information

The customization options available for printing information in A4 or Letter paper sizes are :
  1. Margins: Define precise margins for your printout or apply the same margin on all sides with a single click.
  2. Print record in : Choose to print the information per page or in a list.
    1. To print information per page, users can only choose to apply the same margin for all sides.
    2. To print mailing labels in a list, users can choose to apply the same margin for all sides and enable cutting lines to guide separation.



Info
Availability : This feature is available to all users except for IN DC users. It will be opened up for the Indian data centre users shortly.

No more exporting, formatting, or jumping between tools to generate print-ready documents. Canvas Print View can be your print-buddy that can let you tailor documents to suit your business requirements.

Head over to your Canvas builder, select the Print View option, and start creating beautifully customized templates that work on paper just as well as on screen.

Feel free to comment below if you need any assistance from us!

Thanks & Regards
Serena Woolridge

    Nederlandse Hulpbronnen


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