The Canvas module view gets an exciting face-lift

The Canvas module view gets an exciting face-lift

 Announcement moderated on: 4th July,2023

The Canvas module view revamp has been successfully opened for all users in all DCs today. 

Dear All, 

We hope you're well!


When it comes to business productivity, data organization and accessibility play a crucial role. However, given the reality of a growing business, maintaining a tidy dataset is an uphill battle. For this reason, Zoho CRM enables you to index your data in three systematic module views: list view, Kanban view, and canvas view. While each serves a distinct purpose, today we're here to announce a revamp of our existing canvas view.  We're thrilled to talk about it. Let's go!

We're replacing our legacy canvas module view editor with our bespoke Canvas builder.

The all-new Canvas builder is a powerful design suite loaded with sophisticated design elements. True to its name, Canvas is a versatile and highly customizable tool; you can add a range of components to each canvas you create—like your business logo, images, or icons—and apply interactive styling that puts the right emphasis on the most important information.

Now, how does this revamp benefit a CRM user?

The module view serves as the face of your database; it's the first thing a user looks at upon entering a module. The new Canvas revamp not only enables you to design the aesthetic of your database, but also amplifies the user experience and adoption among your employees. It allows you to:
  • Personalize your CRM to match your brand guidelines.
  • Enhance data accessibility and user productivity.
  • Complement your module view designs with that of the designs in your record details page.
  • Create a memorable customer experience when extended through client portals.
Here's a quick comparison of the outputs of the legacy canvas module view versus the new canvas module view:

In addition to upgrading the canvas view builder, this revamp also comes with new module views to accommodate different types of data.

New views in Canvas 

We understand every business accumulates different types of data that requires distinct representations for better comprehension, so we've come up with three types of Canvas module views. 

Custom list view

The custom list view is a horizontal stack of your records that offers sufficient space to accommodate vital information without clutter. With elements like sections and lines, you can organize your data within the expanse of the template, giving prominence to each data type. You can also hide or show labels to make more efficient use of the template space. 


Tile view 

The tile view makes records look like business cards. Much like a product lineup, the tile view arranges your records from left to right, and you can set tiles to be a square or rectangle. This view is a great way to showcase your records in one glance.  

Table view 

The table view is an extension of the standard list view, which is a simple tabulation of record information. You can keep the entire view in one color or alternate colors between rows. This view is best for displaying simple factual information like inventory, invoices, and so on. 

About the new Canvas builder 

The Canvas builder is straightforward to use. You can choose designs from the gallery or build from scratch.

Components of the builder 

The Canvas builder for module views comes with three fundamental components: 

Data
The data component contains all the fields, buttons, and links applicable to the module.
Example: Lead name, email ID, record owner, and so on.

Elements
Elements help you classify and organize your data via images, lines, tables, sections, text boxes, buttons, and icons.
Example: Your logo is an image element that will appear throughout all record items.

Styles
Styles contain formatting options for your data. You can ascribe colors, font types, font sizes, borders, padding, and radiuses, according to your preferences.

Managing canvas templates 

Only administrators and users with "manage custom view" permissions can create and manage canvas templates for an organization. Creations are present in a list view under Setup > Customization > Canvas > List view, where you can edit, clone, delete, preview, rename, activate, or deactivate templates. You can also define criteria and manage canvas rules from the same page. 
 

Edition availability and limits 

The legacy Canvas editor was available only for organizations using Enterprise and Ultimate editions. Thanks to this revamp, we've extended the new builder to organizations in Standard and Professional editions as well.
Here are the edition-based limits for each view: 


If you'd like to downgrade (say, from Enterprise to Professional), only three templates will stay activated for each view, removing the ability to activate/deactivate the rest of your creations. The same will apply when downgrading to the Standard edition.
 

Important points to note:

  • While we've provided most design capabilities, native features like reusable components and presets and Client scripts are not available in this first release. We are, however, working on these features and you can expect them soon.
  • The legacy canvas editor enabled individual CRM users to create and manage templates all by themselves. Now, upon revamping the console, the following points are true:
    • We will migrate your templates to the new builder without affecting the designs you've created.
    • All the personal design templates created earlier by users and shared among peers will be publicly available under the Canvas list view tab. Admins or users with "manage custom view" permissions can choose to enable or disable this. If the former designs are enabled, they will be enabled for all users in the organization.
    • Users without these permissions—even though they might be the original owner or creator of a design—will not be able to view or edit the designs.
 
That's all for the Canvas module view revamp. For more information on how to create canvas templates, business scenarios, and tips, kindly read our help document Customizing Module View Using the all-new Canvas design suite. 

Thanks and have a good one!

Kind Regards, 
Saranya Balasubramanian

    • Recent Topics

    • What's New in Zoho Inventory | Q2 2025

      Hello Customers, The second quarter have been exciting months for Zoho Inventory! We’ve introduced impactful new features and enhancements to help you manage inventory operations with even greater precision and control. While we have many more exciting

    • Make Packages from multiple sales order of a single customer

      Our customers sends orders to us very frequently, some times what customer wants is to ship items from 5 to 6 sales orders in a single shipment. it will be very nice if, zoho can implement this function, in which we can select items from other sales orders of the customer.

    • Print a price list or price book

      Hi Community. Am I right in concluding that Zoho has no functionality to print a price list from either Zoho CRM, Zoho Inventory or Zoho Books? I won't get stuck on the fact that Zoho doesn't sync price books between Zoho CRM and Books/Inventory (more

    • Show Custom Button in Portal Listview Canvas

      I have created a custom button that shows in a list view of deals (internally I can see it). I have permissions to allow this button on the portal. But it is not displaying in the canvas list? Before I do too much leg work, is this function allowed?

    • Zoho Sites "pages" management page

      I have 80 plus pages on zoho sites. When I go to the "pages" link to view and edit pages, They are not in any kind of order, so I spend lots of time searching for pages when I need to edit or create new. How can I change the view order of all my pages

    • AI feature in Zoho Desk suggesting answers based on past ticket threads

      Hi I would like to suggest something that would be very useful : instead of suggesting answers based on the Knowledge Base, I think it would be great if Zia could analyze the history of all customer and agents threads, to suggest answers in new tickets.

    • Advanced Customization of the Help Center using JavaScript

      Hello everyone, The Help Center in Zoho Desk can be customized by using HTML and CSS to provide structure and enhance the page's appearance—but what if you want to add interactive and dynamic elements? You can add these effects with JavaScript, a programming

    • Introducing Zoho POS for the Kingdom of Saudi Arabia

      Hey everyone, We are excited to kick-start December with a completely personalized edition of POS for retail businesses in Saudi Arabia to help run your operations with ease. It offers four different subscription plans—Free, Standard, Professional, and

    • Unveiling Zoho Sites 2.0 - A new dimension in website building

      Dear Zoho Sites Users, We are thrilled to announce the launch of Zoho Sites 2.0 today! This refresh represents a significant step forward in the capabilities of Zoho Sites and is crucial for creating a lasting and positive impact on our customers' businesses.

    • Script Editor not an option

      I am trying to apply a script to a sheet and Script Editor is not an option. I don't want to go outside Sheets to do this (like Creator) if it can be done inside Sheets.

    • Not able to link email text.

      Kindly check Zoho Sites. I am unable to turn a text into a email link. The save button does not work. Kindly try yourself to see it not responding to save.

    • Migrate data from old to new account

      Hy, Have one Old Zoho Notebook Account with Data , want to migrate that whole Data to New Zoho Notebook Account which is in Zoho One . Is that possible ? If Yes then how?

    • Zoho Analytics Regex Support

      When can we expect full regex support in Zoho Analytics SQL such as REGEXP_REPLACE? Sometimes I need to clean the data and using regex functions is the easiest way to achieve this.

    • Add Custom Reports To Dashboard or Home Tab

      Hi there, I think it would be great to be able to add our custom reports to the Home Tab or Dashboards. Thanks! Chad

    • Pricing Strategies: #1 Nuances in Pricing

      When Clara first opened her digital printing shop, pricing was simple. She sold handmade greeting cards, planners, business cards, and other physical items at fixed label prices, individually and in bulk. One SKU, one price, one bill, and that's all it

    • [Free Webinar] Learning Table Series – Education Management in Zoho Creator

      Hello Everyone! We’re excited to invite you to another edition of Learning Table Series, where we showcase how Zoho Creator empowers industries with innovative and automated solutions. About the Learning Table Series The Learning Table Series is a free,

    • Move attachments from one module to another with Deluge

      I have created a button that works just like the convert button for my custom modules. I would like this custom function to move any attachments in this record to the new module. I can't seem to find any documentation on how this can be accomplished.

    • Help in function code

      Hi, could someone look at the code below and tell me what 's wrong with it? After a deal creation or edition the code should find the related Account, than all open Deals for that Account and copy the field Total_Open_Deals from the Account record to

    • Automation Series: Auto-update Phase Status

      Hello Folks! You can auto-update your phase's status based on status of underlying tasks using custom functions. In this series, we will showcase how to create and run custom functions, using Deluge, with ease. Follow the steps below and automate your

    • 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

    • Zoho Projects - Project Details on the Project Menu

      Hi Project's team, I've helped may businesses setup and use Zoho Project and one thing I see time and time again is confusion on where to find the Project Details information. I would be much more intuitive if Project Details was on the menu before Dashboard.

    • Zoho Projects - Add Feed to Project Tabs

      Hi Projects Team, I'm working on a lightweight communications requirement for one of my customers in relation to communicating with their client users via Zoho Projects. I noticed that the Feed is only available in the Collaboration section, but you can

    • Flow - Fetch info from drop down in another module

      I am running into a road block which I thought would be a simple task. My goal - The account is assigned to a "route" which can be selected from a drop down menu and adds a tag to the account accordingly (easy enough). Now when I create a task for this

    • 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.)

    • 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

    • Converted Leads Not Showing in Lead Reports

      Converted leads are not showing in the Lead reports. How can I make converted leads visible in the report,

    • Text widgets in dashboards

      Having a text widget in a dashboard would help immensely. It would allow adding links to related documents, relevant CRM views, etc. It would allow adding explanations of the data displayed in the other widgets, about how to interpret them or about filtering.

    • [Webinar] Zoho Writer for content creators and publishing houses

      Managing multiple drafts, edits, and client reviews doesn't have to slow you down. Join our upcoming webinar to see how Zoho Writer helps content creators and publishing houses create, edit, and publish seamlessly—all in one place. You'll learn how to:

    • Adding Reports to Portals

      Is there a way to add Reports to portals so only the user can see report templates relevant to them?

    • How to assign one Manual to multiple Spaces?

      Hello, I have two spaces, one called tech knowledge and the other one called HR knowledge. I have a manual that is called HR tech. I want to assign this manual to HR knowledge and tech knowledge. How should I do that?

    • Introducing VeriFactu Support in Zoho Books

      Hello users, Spain has introduced the VeriFactu system under Real Decreto 1007/2023 to ensure integrity, traceability, and anti-fraud compliance in e-invoicing. Starting January 1, 2026, all B2B invoices must be reported to Agencia Estatal de Administración

    • How can I assign courses to Spaces?

      How can I make courses show up here in this space?:

    • When will Zoho Learn be able to support SCORM files on the mobile app?

      When I click the SCORM content, I just get a message saying it's not possible yet. Yet implies that it will be coming soon. All I'm asking for is a realistic timeline so I know whether or not to invest my time in using it. If it will be soon, then I will

    • Announcing new features in Trident for Windows (v.1.35.6.0)

      Hello Community! Trident for Windows just got better with an update that makes working with your emails even more efficient. Let’s dive into what’s new! Work with PST files more efficiently. You can now do more than just view mounted PST files. You can

    • Marketing Tip #9: Track your traffic sources

      Not all marketing channels work equally well. Knowing whether your visitors come from Google, Instagram, or email helps you focus on what actually drives sales. Try this today: Check your Zoho Commerce reports or connect Zoho PageSense to see your top

    • Google Analytics import data inaccurate (as of October 11, 2025)

      We have Zoho Analytics connected to GA4 to import daily event data. This has been running without issue for a couple of years. However, a month ago we started noticing discrepancies. All data until October 10 lines up perfectly - October 11 onward is

    • E-Invoicing in Belgium with Zoho Billing

      Starting January 1, 2026, Belgium is introducing mandatory electronic invoices (e-invoicing) for all B2B transactions between VAT-registered businesses. Invoices and credits notes must be exchanged in a prescribed digital format. How E-Invoicing works

    • Zoho Recruit Slow and Freezing on all screens

      We have had an issue with Zoho Recruit for weeks being extremely slow and at times freezing.  We have 100 mega internet, and I went into each computer and updated the virtual memory so there is more available.  Also restarted all computers daily.  Still having the issues.  Almost unable to work.

    • Prevent accidental duplicate entry of Customer Ordersome

      Zoho Support has confirmed that Zoho currently does not have any method (using Deluge, flow or any other method) to alert a user when a sales order has been entered twice using the same customer reference number (i.e. a duplicate). Most ERP platforms

    • Zoho Books | Product updates | November 2025

      Hello users, We’ve rolled out new features and enhancements in Zoho Books. From translating email notification templates to the new transaction locking restrictions, explore the updates designed to enhance your bookkeeping experience. Making Tax Digital

    • Next Page