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

    • Recent Topics

    • Tip #46- Turn Every Session into an Insight with Zoho Assist survey report- 'Insider Insights'

      Delivering exceptional remote support isn’t just about resolving issues, it’s about understanding how both customers and technicians experience each session. That’s where Survey Report in Zoho Assist come in. You can configure and customize survey questions

    • CRM/Bookings integration edits Contact names

      Hi there, I've installed the extension that connects Zoho CRM and Zoho Bookings. When we get a new appointment from Bookings from an existing Contact, that Contact's record shows this: First Name was updated from asd to blank value Last Name was updated

    • Domain Change

      “Please update my Email-in domain from @biginmail.biginmail.in to @biginmail.zoho.com. Messages to the .in domain are bouncing.”

    • Webhooks Limit Exceeded

      Today, I received an error message saying, 'Total number of Webhook call exceeded', but when I look at Manage > Billing, it doesn't look like any of my invokeURL calls are being logged. Following the advice from this thread: https://help.zoho.com/portal/en/community/topic/webhooks-daily-limits-in-zoho-creator

    • Auto select option in CRM after Zoho Form merge

      Hi, I have a dropdown field in Zoho CRM that is filled with a Zoho Form. The data is filled but not automatically shown. After selecting the right value in the dropdown the information a second field is shown. So the question is; how can I make the dropdown

    • Bring your CRM data straight into your presentations in Zoho Show

      Let's say you are working on a presentation about your team's sales pipeline for an upcoming strategy meeting. All the information you need about clients and leads is in Zoho CRM, but you end up copying details from the CRM into your slides, adjusting

    • Zoho People 2.0 Help Manual

      Hello All, Zoho People Help Documentation is now available at this link. Please go through and get in touch with us at support@zohopeople.com in case of any questions. Regards, Hemalatha Chandrasekaran | Zoho People

    • Introducing New APIs in Zoho Contracts

      We are excited to announce the release of new APIs in Zoho Contracts to help you automate and manage every stage of your contract lifecycle more efficiently. Here’s a quick overview of what’s new: 1. Complete Contract Draft You can use this API to complete

    • Vimeo

      For me Vimeo is the most important video social channel for media and filmmakers. Would others agree and like it added to Zoho Social.

    • Delete a department or category

      How do I delete a Department? Also, how do I delete a Category? This is pretty basic stuff here and it's impossible to find.

    • Organization Emails in Email History

      How can I make received Org Emails to show up here?

    • How to setup pricing in Zoho

      Hi everyone, I am relatively new here and have just moved from my old inventory system to the Zoho one. I am trying to get my head around how it all works. I am mostly setup connected to a shopify store, but I do manual sales also For manual invoicing,

    • Prefilled Date fields auto-changed and then locked when using “Edit as new”

      If a document out for signature has date fields (not SignedDate fields) that were pre-filled before sending, and then you use “Edit as new” to create a new version of the same document, the value of those date fields gets automatically changed to today

    • Access Phone Field Components (Country Code) Directly

      Hello everyone, I'd like to propose an enhancement for the Phone field in Zoho Creator. The Problem: The Phone field captures the country code and local number separately, but stores them as a single string (e.g., +1234567890). To get the country code,

    • Send mass messages through WhatsApp from the Tickets module

      Hi Everyone! Effective communication is key to delivering prompt and reliable customer support. Because WhatsApp is one of the most widely used and familiar messaging platforms, it's an effective channel for agents to reach customers who have submitted

    • Lead Owner Signature Merge Field

      I want to automatically insert a signature (i.e. contact info usually found at the bottom of an email) into an email template, depending on who the lead owner is. What is the merge code for the Signature from a Users profile? CRM > Settings > Customization > Templates There is a popup near the bottom of the edit screen which says: "You can insert a Signature, which is available as a merge field in the users section." It is also referenced on this page: https://help.zoho.com/portal/en/kb/crm/customize-crm-account/customizing-templates/articles/template-builder#Merge_Fields

    • How do I create a time field?

      I want a field that only records time. I can only see how to create a date-time field. If I do that and enter a time, without a date, nothing is recorded. If I create a number or decimal field, I cannot use it in time calculations. All I want is a field

    • Alternating columns - How to reverse order on mobile - Responsive template

      Can the order of alternating columns be reversed on mobile so that image comes before the text? Example: Desktop Row 1 column Left (image) , column right (text) Row 2 column Left (text) , column right (image) Mobile Currently Row 1 Image over text Row

    • InvokeURL butchering JSON for OpenAI API calls

      My organization works with mostly educational institutions. We have a custom module called "Schools", which is the user-entered school name they put when using our service (which they enter along with their state and zip code). We want to map this to

    • Custom order for Current Stage (Blueprint field)

      Hi! I suggest adding the option to set a custom order in reports for the Blueprint field ‘Current Stage’. Currently, these fields can only be sorted in ascending or descending order. Thanks!

    • CRM E-mail Sync from Outlook

      We are exploring Zoho as a possible new solution for our company. We are trying to understand further on how e-mail sync works. We use outlook. Our current CRM logs anytime we e-mail a customer so we can see in the CRM the message sent to the customer.

    • Run your help desk on your schedule

      In business, time is of the essence. This is especially true in a function like customer service, where KPIs such as response time and agent availability are the measures of success. Perhaps the most crucial consideration one needs to make about time is your hours of operation. These set expectations for your customer and for employees. To make communicating this information easier, we've revamped the way business hours and holiday lists work in Zoho Desk.   In order to accommodate teams that work

    • The Customer Happiness REST API is broken

      1. We are unable to extract the customerHappiness ( https://desk.zoho.com/DeskAPIDocument#CustomerHappiness#CustomerHappiness_ListallcustomerHappiness) object using the ticketNumber criteria. We keep getting HTTP 429 even when we limit to 60 calls per

    • Zoho Expense and Chase Bank Visa credit cards - Direct Feed?

      Our company uses JP Morgan Chase Visa credit cards. We can't be the first to try and use a combination of Zoho Expense + Chase Bank + Visa Credit Cards --- anyone successful with this combination? 1. The direct feed automation isn't working. When I go

    • Impossibile inviare il messaggio;Motivo:554 5.1.8 Indirizzo del mittente bloccato

      " Impossibile inviare il messaggio;Motivo:554 5.1.8 Indirizzo del mittente bloccato" Hi need to send email, how can fix this? Thanks, Alice

    • Image inputed in Zoho Form were displayed to small in exported version

      Good evening, my name is athallah, i am a trainee in government office Right now, i use Zoho form to digitalize an airfield monitoring form. my problem is, the image were to small to displayed in exported version. it really bad for formal presentation

    • API. How do I get responses submitted to the form?

      Hi, I'm trying to retrieve a list of form responses via the API. I've created a Self Client application in API Console. What scoup should I enter? What are the endpoints? Is there documentation on this anywhere? I've wasted a lot of time searching. GPT

    • Question about Zoho CRM Professional plan users

      Hello! I have a question about the Zoho CRM Professional plan. Is the pricing charged per user or per organization? Are there any free users included in this plan, or do I need to pay for each additional user separately? Thank you!

    • Communicating with emojis

      On July 17, we celebrate World Emoji Day! We're a bit late 😐 sharing insights about this day. But we just couldn't let it pass without a mention 😊 because emojis have a meaningful connection with customer service 💬 🤝. We do not want to miss out on

    • Help integrating Aircall into Zoho CRM

      Hi all, We are need to get better AirCall integration into Zoho. We have configured in the Aircall dashboard but we have not done the Zoho side. We cannot see Zoho CRM information on incoming calls. And we calls and text's are not being logged. Specifically

    • Shopify Extension no longer working in CRM

      Zoho CRM and Extension are no longer working properly. We have used Shopify Basic for years. All of the sudden it stopped working, then started working again, and now no longer working again. There are several ways for Personal Information to sync from

    • How to keep track of bags, cans, drums of inventory?

      We buy and sell products that are packaged in bags 🛍️, cans🥫, drums🛢️, etc. with batch numbers. When we get a shipment of one of the products, how do we track we received (say) 10 cans each of 5L of a product and maybe we received 10 cans of another

    • Easy third party collaboration: Zoho Flow Integration

      Third-party integrations extend your project functionality with improved workflow, and data processing. With Zoho Flow integration you can include multiple third party actions into your project or task automation. Add Zoho Flow action in Workflow rules

    • Introducing Configure, Price, Quote (CPQ) in Zoho CRM | Public early access 2023

      Greetings Customers! We're excited to announce that the CPQ feature will soon be available in Zoho CRM and accessible to all accounts using the Professional, Enterprise, and Ultimate editions. We've opened this feature to select customers, and it'll be

    • how to edit the converted lead records?

      so I can fetch the converted leads records using API (COQL), using this endpoint https://www.zohoapis.com/crm/v5/coql and using COQL filter Converted__s=true for some reasons I need to change the value from a field in a converted lead record. When I try

    • Share Video Response Card ion Zobot

      I am using the zobot codeless bot builder in SalesIQ. I want to share a video but delay the next response card until after the video has finished playing or has been stopped. Is this possible?

    • Zoho Bookings <> CRM integration

      Hello Zoho community! We are enabling our Zoho Bookings <> CRM integration. What is the workflow if the integration detects that the contact already exists in the CRM? Does it create a duplicate record? Overwrite the record? Merge the record? (in this

    • Cannot reject empty expense report

      Hello, We are currently having issues with two empty expense reports where if we try to reject them, either manually or through the REST API, we get error 114016, which says some of the expenses have already been billed and must be removed. I'd appreciate

    • Use of Zia within Forms

      I have noticed that recently you have added Zia to help create forms from scratch. Would it be possible to add Zia functionality to free text fields for form submissions or if this is already on the roadmap an ETA for this please? We have a lot of field

    • Default in fields on Form B based on the user selection in Form A

      Hi Everyone, I have added an action button to a form report to bring up a new form based on user selection, see it indicated in red below: Then when the ne form loads, I want to default in some of the fields based on the record the user was selected on.

    • Next Page