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

    • Adding Social Media Buttons to Basic Campaigns

      Hi, I'm quote new to using Zoho Campaigns and I can't work out how to add Social Media Buttons into my basic campaign? In MailChimp there's a button that brings the icons into your campaign for you. I've tried adding the social media icons as 'buttons' in Zoho but it's not looking great. Can anyone help? Thanks!

    • Hide Inactive Social Sign-In Providers from Login Screen

      Hello Zoho Team, We hope you are doing well. Currently, Zoho One allows admins to configure security policies and enable or disable Social Sign-In options for third-party providers such as Apple, Google, Microsoft, LinkedIn, Yahoo, Twitter, Facebook,

    • [Free Webinar] AI Agents in Zoho Creator - Creator Tech Connect

      Hello Everyone! We welcome you all to the upcoming free webinar on the Creator Tech Connect Series. The Creator Tech Connect series is a free monthly webinar that runs for around 45 minutes. It comprises technical sessions in which we delve deep into

    • Download All Attached Files

      It would be extremely useful to have "download-all" functionality for downloading files attached to a task, subtask, comment, forum post or hosted in the "Documents" section etc. We've instructed our users to zip multiple files prior to uploading, but of course they forget all the time. Having to download lots of files one-at-a-time off a comment or task wastes a lot of time.

    • unable to send message reason 554 5.1.8 Email outgoing blocked

      unable to send message reason 554 5.1.8 Email outgoing blocked

    • Ship via Carrier Not Working Since Commerce Update

      Since the recent update to the Commerce platform, I can no longer use the ship via carrier function. It will take me to the address screen and let me verify them but when I go to save and move tot he next screen it will not do anything. This is happening

    • automations: Can I execute a step on a specific date?

      I have created a form in Zoho forms, and created a contacts list. I have also begun setting up an automation with the intention of sending the form to the contact list on a specific date every month (via email) for the entire year (essentially sending

    • Zoho Expense - The ability to add detail to a Trip during booking

      As an admin, I would like the ability to add more detail to the approved Trips. At present a requestor can add flights, accommodation details and suggest their preferences. It would be great if the exact details of the trip could be added either by the

    • Adding Folders in Android App

      Is it possible to create a new email folder within the Zoho Mail Android app?  Or can this only be done from the desktop version of Zoho Mail? Cheers!

    • Schedule Exports for Regular Project Updates

      Tracking project data often means exporting data at regular intervals. Instead of manually exporting data every time, users can schedule exports for Phases, Tasks, and Tasks in Zoho Projects. These exports can be set to run once, daily, weekly, or monthly

    • Question about custom fields using Pivot Tables.

      I have created a pivot table showing annual revenue of a client and how much payment that client is paying my company. Is there a way using pivot table to add an additional field that subtracts those to fields / shows me a percentage of that difference?

    • Request for Light/Dark Mode

      Would love the ability to switch between Light and Dark mode similar to Zoho CRM. https://help.zoho.com/portal/en/community/topic/introducing-dark-mode-light-mode-a-new-look-for-your-crm

    • Journey Email - Ignored Contacts

      I have a journey setup which simply sends a string of emails over time. For some reason I am getting large amounts of the contacts who enter the first email being ignored and I can't find anywhere in reports or audit logs why these contacts are not

    • Involved account types are not applicable when create journals

      { "journal_date": "2016-01-31", "reference_number": "20160131", "notes": "SimplePay Payroll", "line_items": [{ "account_id": "538624000000035003", "description": "Net Pay", "amount": 26690.09, "debit_or_credit": "credit" }, { "account_id": "538624000000000403", "description": "Gross", "amount": 32000, "debit_or_credit": "debit" }, { "account_id": "538624000000000427", "description": "CPP", "amount": 1295.64, "debit_or_credit": "debit" }, { "account_id": "538624000000000376", "description":

    • Zoho Books - Include Payment Terms as a Custom View filter

      It would be great if you could created a custom view based on Payment Terms. This would be really handy for seeing a list of customers who have credit terms. A workaround is not required. I could do something with a creditor checkbox, but it would be

    • How to update changed purchase account of item in invoice

      I have selected the wrong purchase account for various articles and created invoices. I had to adjust the purchase account in the article afterwards, but the old purchase account is still posted in the transaction-journal of the invoice. To adjust the

    • Help - Zoho CRM notification on mobile (IOS/Android)

      Hello Community! Can I get the IOS/Andoid CRM app to notify me of events, calls, etc. due as I can with MANY other apps?   I am running the free Zoho I would like this to be native to the Zoho CRM app. I do not want to write a sep. mobile app

    • Zoho Books Idea - Include another field in Bank Details for Address

      Hi Books team, Currently use the Description field in the Bank Details to store the bank's address. This works fine but it would be great if you could add another field for Bank Address, so that other notes about the bank account could be stored in the

    • a question about the COQL API v8

      When I specify eight or more values in a WHERE IN clause and execute it, an error occurs. Is there a limit to the number of values that can be specified in a WHERE IN clause? ↓Error select * FROM Vendors WHERE (id in (1, 2, 3, 4, 5, 6, 7, 8, 9)) ↓Success

    • Zoho Books Idea - Bank Details Button on Banking

      Hi Books team, Sometimes I'm asked to share bank details with a customer or a colleague. So I go to the Banking Module, find the correct bank account, click Setting > Edit, then copy and paste the bank details. Wouldn't it be great if there was a button

    • JS SDK 8.0 – TypeError: Cannot read properties of undefined (reading 'getCacheStore') with sample code

      Hello Zoho Support Team, I’m integrating the Zoho CRM JavaScript SDK v8.0 and I’m getting the error below when running your official sample. I tested directly from: https://github.com/zoho/zohocrm-javascript-sdk-8.0/blob/main/samples/create_records_sample/create_records.js

    • Function #55: Convert multiple quotes to single SO using Custom Button

      Hello everyone, and welcome back to our series! In Zoho Books, after a quote is accepted by your customer, it can be converted into a sales order or an invoice. Often, a customer might have multiple quotes, and for easier billing or upon the customer's

    • Time based workflow without edit/action

      Hello I need help solving this problem if possible. We have Deals come into the CRM via Live Transfer which have the field properties: Stage = New Channel = Inbound Some of them don't get answered so we want these to automatically go into our Outbound

    • What's New - August 2025 | Zoho Backstage

      Every month, Zoho Backstage grows with you. These updates aren't just features and fixes, they're about making your workday smoother, your events more impactful, and your attendees happier. We’ve listened, learned, and shaped this release to keep things

    • prevent selling expired items

      Hello. I need to make a constraint on expired batch items not to be sold. Is it possible in Zoho Inventory? if so, then how? Thanks for further help.

    • Product details removed during update from other system

      We maintain our product details in an other system. These details are synchronized with Zoho at the end of each day, through an API. This has worked perfectly sofar. But last Monday, all product codes and some other product data have been wiped during

    • Client Customer

      I purchased a customer user license, but we cannot see the project I added in the customer account. I would like to ask for support on what we should do.

    • Add Ability to Use Zoho Finance Tags

      For Zoho Finance (Books and Inventory), the current actions do not allow us to affect the tags associated with the entities in question (customers, vendors, items, etc.). Please consider adding this functionality into the actions.

    • Embeded Signing doesn't work on Safari Browser

      We have implemented Zoho Sign in our website by using embeded signing, It works perfectly on Chrome. But it fails on Safari, We get stuck on Zoho Sign Page during redirection from Zoho Sign to our website after signing the document, Please let us know

    • Dataprep Webhook Limits and Cannot update column with Dataprep

      I have two problems : 1 - I am using Airflow to trigger my pipeline, and when I tested it, it worked fine a couple of times. However, after that, I received an error: {"code":429,"message":"Request rate limited"}. I didn’t send too many requests — maybe

    • New in Zoho Forms: Google reCAPTCHA v3 for smarter spam protection

      Hello form builders, Spam submissions are one of the biggest challenges when you share your forms online. They not only clutter your data but can also waste valuable time. To help you combat this without making life harder for genuine respondents, we’re

    • Project Management Bulletin: August, 2025

      We’ve touched a grand 19 years since we started pioneering project management solutions with Zoho Projects. What started as a simple one-page interface is now a suite of products with Zoho BugTracker, Zoho Sprints, and our new debut Zoho Projects Plus,

    • Zoho Sign and Zoho Workdrive Integration

      Hello, there. I want to know if it's possible to save a signed document from Zoho Sign in an specific folder for each signer in Zoho Workdrive.  For example: If John Doe signs the document in Zoho Sign I want to save it automatically in a folder named

    • How do you list multiple contacts for a lead?

      My sales team wants to be able to add additional contacts for leads, how do we do that? Is there a different way we should be using the lead / contact functionality? Moderation update (9th September 2025): Our developers have built an extension to achieve

    • Modifying Three Dot Menu Options

      Is there a way to modify the three dot menu options that display in a Report header? They currently display: Show As (List, Calendar, Timeline), Print, Import, Export. I'd like to remove the Show As and Print options, since they aren't applicable for

    • Field Not Updating in FSM Script - Service and Parts module.

      Dear Team, I am reaching out regarding a script I have implemented in Zoho FSM to automate the calculation of the End of Service date based on the End of Sale date in the Service and Parts module. Overview of the script: Fetches the End_of_Sale__C and

    • Zadarma + Zoho CRM Integration – Missed Calls Saved as Contacts Instead of Leads

      Hello everyone, I’m looking for input from anyone with experience using the Zadarma + Zoho CRM integration. Currently, I’m seeing that missed calls are automatically being created as Contacts instead of Leads. From a CRM perspective, this doesn’t make

    • 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

    • How to update Multiple Users field in Quote Module from Deal Module

      Scenario : Deal Module having Multiple User Field (Presales Engineer) which having more than 1 User and through Deluge Script I need to get that Users Details and need to put into Multiple User Field (Presales Engineer) of Quote Module. Note: Both Module

    • Auto-sync field of lookup value

      This feature has been requested many times in the discussion Field of Lookup Announcement and this post aims to track it separately. At the moment the value of a 'field of lookup' is a snapshot but once the parent lookup field is updated the values diverge.

    • Next Page