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

    • Serious problem with file that contains non-ASCII characters

      I imported many pdf files from Evernote whose names contain Hebrew characters, such as ח רבעוני - ביטוח חיים - סוף רבעון 3 - לשנת 2025.pdf I have two very serious problems: (1) Zoho Notebook cannot open the pdf file; (2) It cannot download the pdf file.

    • Notifications Feeds unread count?

      How do I reset the unread count on feeds notifications?  I've opened every notification in the list.  And the count never goes to zero.

    • Zoho Finance Limitations 2.0 #3: Can't assign a Contact to a Finance Record (estimate, sales order or invoice)

      If you use a business to business scenario with different contact people within the company you can't assign a finance record (estimate, invoice, etc...) to that person. Why this matters? No way to find out which person placed the order without manual

    • Zoho Community Digest — Febrero 2026

      ¡Hola, comunidad! Un mes más os traemos las novedades más interesantes de Zoho para febrero de 2026, incluyendo actualizaciones de producto publicadas oficialmente, cambios de políticas y noticias del ecosistema. Pero antes de lanzarnos a las actualizaciones,

    • Disable Zoho Contacts

      We don't want to use this app... How can we disable it?

    • Filter button in the Zoho Sheet Android App doesn't toggle on

      I am a new Zoho Sheets user and experiencing a specific issue with the filter functionality in the Android mobile application. Detailed Issue Description: The filter icon appears correctly in the toolbar. Upon tapping the filter icon/button, the toggle

    • 【Zoho CRM】商談タブへのデータインポート

      Zoho使用前にエクセルで管理していた商談情報を、Zoho一括管理のため、商談タブにインポートしたいのですが、お客さまの氏名だけが紐づけられませんでした。 「Zoho CRMにインポートする項目を関連付ける」のところが画像のようになっています。 （弊社では、「姓」を「★個人データ名」という項目名に変更し、フルネームを入れて使用しています。） どのようにしたら氏名をインポートできるかご存じの方がいらっしゃいましたら、ご教示いただきたく、よろしくお願いいたします。 （投稿先が間違っていましたらご指

    • CRM Cadences recognise auto-responses

      I have leads in a Cadence. I get an auto-responder reply "I'm out of the office..." Normally Cadences seems to know that isn't a real reply and keeps the lead enrolled in the cadence. However, today, Cadences has UNENROLLED a Lead who sent an auto-reponse

    • Selecting all notes in a notebook

      In Windows11, I select a notebook and I get a list of notes, but only 30 notes. If I scroll down to the end, I get an additional 30 notes (and at the top it now shows 60 notes). I can keep doing this to eventually see all my notes but this is a real pain.

    • SalesIQ Chat Notifications

      I am the admin of our salesIQ implementation. About two weeks ago, I started hearing/seeing notification for ALL chats messages from monitored agents/chat participants. I don't need to see these, we have a manager who deals with this. I can't stop the

    • How to Create a Fixed Sliding Time Window (D-45 to D-15) in Zoho Analytics ?

      Hello, I would like to create a report in Zoho Analytics based on a sliding time window between D-45 and D-15, with a fixed snapshot of that specific period. The data displayed should strictly reflect activity recorded between D-45 and D-15 only, without

    • Export Zoho Books to another accounting package?

      Is an export feature to Quickbooks or Accpac available (or a form that is easily imported by them)?  My reasons: 1) my accountant, who prepares my corporate tax return, prefers to work with their own accounting system.  If I can convert Zoho books a form that is easily importable into Quickbooks or an Accpac format, this process would be easy. 2) I don't want to keep my data in a proprietary format on the cloud somewhere without a way to easily extract it to a format that can be read my a well established

    • Anchor Links in Dashboards

      Hello,  Our dashboards frequently have multiple sections that would be more easily skipped between using anchor links. Please consider adding an anchor link feature to the text widget? This could be done by adding an anchor link option to the text widget next to the "remove" option (see screenshot). The option would assign an ID to the <div> containing the text widget in the live dashboard. Then, the chosen ID could be linked using a traditional <a href="#link_id"> in the html section of the text

    • Introducing Auto-trigger for Screening Bot

      Still manually sending screening tests after every application? Not anymore. With Auto-trigger for Screening Bot, screening now begins automatically. When a candidate applies for a job that has an attached assessment, Recruit checks whether the test has

    • Importing into Multiselect Picklist

      Hi, We just completed a trade show and one of the bits of information we collect is tool style. The application supplied by the show set this up as individual questions. For example, if the customer used Thick Turret and Trumpf style but not Thin Turret,

    • New 2026 Application Themes

      Love the new themes - shame you can't get a little more granular with the colours, ie 3 different colours so one for the dropdown menu background. Also, I did have our logo above the application name but it appears you can't change logo placement position

    • Add line item numbers to sales order/invoice creation page

      It would be really helpful if there were line numbers visible as we are creating a sales order and/or invoice. There are line numbers visible in the PDF once the sales order is created. I would like to be able to see the line numbers as I am building

    • API to Apply Retainer invoice payment to Invoice

      Hi Team, I could not find  API to apply the Retainer invoice payment to existing Invoice. Can you please help ? Attaching the screenshot

    • Reconciling a month with no transactions

      I'm treasurer for a small non profit cemetery association and I'm trying to reconcile a bank statement for a month that did not have any transactions. Do I skip the month entirely and go a month with transactions?

    • Customize your Booking page using Zia

      We’re excited to introduce an AI-based enhancement that automatically customizes your booking page effortlessly. By simply providing your business website URL, Zoho Bookings can automatically design a booking page that matches or complements your brand

    • Multiple header in the quote table???

      Hello, Is it possible in Zoho CRM to add multiple headers or sections within the Quote product table, so that when the quote is printed it shows separate sections (for example “Products” and “Services”)? To clarify, I’m asking because: This does not appear

    • Feature Request: Render Markdown (.md) files in Zoho Cliq

      Hi, We regularly share Markdown (.md) files in Zoho Cliq. However, when we open these files in Cliq, the content does not render as Markdown—it displays as plain text. This forces us to copy/paste the content into an external Markdown viewer to read it

    • Zoho mail to contacts and leads, but not to accounts?

      We use the accounts tab a lot for our business because they can be linked to the sales orders. Now we want to use the mail add on to link communication of our emails to our accounts. However this is only possible for contacts and leads? It would be convenient

    • API keys not showing in ZeptoMail dashboard

      Hi there, I'm hoping someone can provide some assistance as support isn't replying. I am trying to configure my transactional emails, but the dashboard doesn't show any of my API details - the `div` is there but it's emtpy. Every time I click "Generate

    • Reading from and writing to Zoho Projects Custom Module with Deluge

      Does anyone know if there is a way to read from and write to the Custom Modules that Zoho now supports. I would love to be able to loop through a set of data and create the entities I need to for this new custom module I'm looking to put together.

    • How Does Knowledge Base Search and Article Recommendation Work?

      Hello, I would like to understand how the Knowledge Base search engine works. Specifically, does it search based on: The article title only? The full article content? Both, the article and the content? Keywords? Tags? Also, how does the system determine

    • Zoho Books/Inventory - Restrict Items With Pricebook

      Hi Zoho Team, I'm trying to address as use case where a client needs to restrict which products certain customers can purchase. I have been able to find a way to do this based on the current Zoho Books or Zoho Inventory configuation. My feature request

    • Best Way to Integrate Zoho Campaigns with Amazon SES Without Third-Party Tools

      I am looking for the most seamless and efficient method to integrate Zoho Campaigns with Amazon SES. My goal is to avoid using any third-party automation tools like Zapier, Make, or Pabbly, and instead, leverage Zoho's native capabilities for this integration.

    • Release Notes | January 2026

      We have rolled out a set of powerful new enhancements across Zoho Vertical Studio that bring several long-awaited capabilities to your applications. These updates focus on deeper customization, smarter automation, better reporting, and improved usability

    • How to charge Convenience fee OR payment gateway charges to the end client who is paying the invoice?

      Hello, I am creating this topic after having discussions with various sets of users and have understood that with people moving more and more to digital payments, it is important for the client to enable the "Convenience fee" kind of scenario. I have

    • Card payment surcharge?

      Hi, I would like to offer my customers the ability to pay invoices by card (using the PayPal integration). However, PayPal charges me around 5% to receive a card payment, and I would like to pass on this cost to my customer by way of a card payment surcharge. Is there any way for Zoho Invoice to be set up to automatically add a defined "card processing fee", say 5% of the invoice total, if the customer elects to pay by card? I don't want to add this on to invoice manually, since most of my clients

    • Javascript Error

      I don't know how this happened but I'm constantly getting popup windows with Javascript coming from Notebook. I have no idea why this is happening. Screen shot attached. Thanks, Joe Berry

    • Zoho POS App Hanging Issue – Sales Becoming Difficult

      The Zoho POS app frequently hangs and becomes unresponsive during billing, making it very difficult to complete sales smoothly. This commonly happens while adding items, during checkout, or at payment time, especially during peak hours. These issues cause

    • Tip #62- Exploring Technician Console: Send Ctrl + Alt + Del- 'Insider Insights'

      Hello Zoho Assist Community! This week, we’ll be exploring the Send Ctrl + Alt + Del option in the Technician Console. Let’s jump right in. System administrators often rely on Ctrl + Alt + Del when managing remote devices that have unresponsive applications

    • Disappearing Mouse cursor in Zoho Mail / Windows 11 (Chrome + Edge)

      I'm seeing an issue when writing mails with the light theme with the mouse cursor being white and the document area also being white - making it nearly impossible to see the mouse cursor. I see the problem on Windows 11 under Chrome and Edge. (Yet to

    • Temporarily rate limited due to IP reputation.

      We have suddenly started receiving the following Mail Delivery Status Notification: Diagnostic-Code: 4.7.650 The mail server [136.143.184.12] has been temporarily rate limited due to IP reputation. For e-mail delivery information, see https://aka.ms/postmaster

    • SKUs for Invoices, POs, etc.

      It doesn't appear that one can enable SKU display on invoices, POs, etc. This is problematic, and I don't see a good reason why this shouldn't be an option. Some of our vendors and customers use this in their system. Every other identifier code is available

    • how to avoid duplicate customer

      How can i avoid to create a duplicate customer. I charged a same customer with two different plans and it showed up twice in my customer list and subsequently in Zoho books contacts. It creates confusion to have a same customer appears multiple times in customer or contact list. How can i avoid it.

    • Tags with spaces

      I imported notes from Evernote where tags can have spaces in them (for example "House Expenses" or "House Improvements". The import worked fine. Now I want to add a new note and assign it a tag. As soon as I type "House" followed by the space I get a

    • RSC Connectivity Linkedin Recruiter RPS

      It seems there's a bit of a push from Linkedin Talent Solutions to keep integrations moving. My Account Manager confirmed that Zoho Recruit is a Certified Linkedin Linkedin Partner but does not have RSC as of yet., (we knew that :-) She encouraged me

    • Next Page