Last year, Canvas for Zoho CRM received significant updates and improvements, which we'll summarize here. As the industry's first CRM design studio, we're dedicated to raising the bar for customization in CRM solutions and expanding Canvas's capabilities into new avenues.
Since its inception, Canvas has empowered thousands of businesses to personalize their Zoho CRM experiences, and with this recent series of updates, we're hoping to reach more businesses in 2025.
Introducing Canvas for the Zoho CRM mobile app
It's finally here! Canvas now offers customization for Zoho CRM's iOS and Android mobile apps. Thanks to their ubiquity and convenience, smartphones are today's go-to platforms for using Zoho CRM. With Canvas, you can now crank it up a notch.
You can create dynamic, mobile-friendly views for your different on-the-go teams, from field sales agents to delivery agents. And the best part? You don't have to go through the hassle of designing screens using a mobile phone, which can be cumbersome and tiring. Instead, you can create responsive and practical mobile views using the Zoho CRM desktop studio, preview their look and feel across multiple devices then and there, and roll them out to mobile devices instantly.
Currently, Canvas for mobile only supports the customization of detail pages, but we're working hard to bring it to module pages as well. Stay tuned! Log in to Zoho CRM and try the all-new Canvas for Zoho CRM mobile feature now.
Reintroducing Canvas for module views: A refreshed builder
When it launched in 2017, Canvas for Zoho CRM was initially available only for module pages. It's been long overdue for an update.
The legacy module page builder has been replaced with the same updated editor that detail pages use, ensuring a greater number of customization options. This new builder supports an expansive list of formatting options and introduces three new styles to choose from as well.
Custom list view
It's the good, old-fashioned view: a horizontal stack of your records that offers ample space to house essential information, design elements, and nifty icons.
Tile view
This view aims to mimic a row of business cards and is best suited for modules with records that have images. The tile views offer striking visual flair that offers valuable information at a glance, especially for customers in the real estate or manufacturing industry.
Sheet view
This is a simplified view that combines the legibility of spreadsheets and the utility of Zoho CRM. This view is best used for displaying simple information, such as inventory, invoices, and so on.
General enhancements for Canvas
Canvas for Create Form
You can now create a canvas view for your record creation pages for different modules, and leverage the robust styling and formatting options to create a record creation page that exactly matches your business needs. Once created, this view will extend to your edit and clone records pages as well.
With complete control over the view, you can choose how fields look according to their states, set up conditional styling, define canvas rules to style/show/hide fields and sections, and more. These canvas views can also be cloned for other modules or even exported to other CRM accounts with ease.
Export/import Canvas templates
You can now export/import Canvas templates across different accounts or organizations using a unique key, making it easier to share industry-grade templates. This key is valid for up to seven days and can be used by any organization using a Zoho CRM edition that supports Canvas.
Canvas in Sandbox
Introducing a major change to your complex Zoho CRM implementation can be daunting; there are too many moving parts and you don't want anything to break. That's why we now offer support for Canvas in the Zoho CRM Sandbox. Deploy Canvas views to a set of beta users to collect their feedback and refine any imperfections before you deploy it across the organization.
Interested in Canvas?
Canvas for Zoho CRM is the industry's first no-code design studio where you can redesign the look and feel of Zoho CRM. It's available in all paid editions of Zoho CRM at no additional cost. Check our pricing page for details on what each edition has to offer. Build beautiful views from scratch, start from a preset in our template gallery, or seek assistance from one of our Zoho CRM Certified Canvas Designers.
Check out our website to learn more.
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