Canvas View Tutorial for Zoho CRM

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In this tutorial, we explore the powerful Canvas View feature in Zoho CRM. We show you how to customize the look and feel of your records, specifically focusing on the deals module. Learn how to highlight important information, add related lists, and optimize the user interface for better usability. By the end of this video, you'll be able to create a tailored CRM experience that enhances your workflow.
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16 июл 2024

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Комментарии : 7

@andreaskarlsson6352 Месяц назад

Great video. Beautiful design 👌 The reason I never implemented Canvas was that it loaded slowly. Hopefully it's better now

@Zenatta Месяц назад

Hi Andrea! We've definitely noticed an improvement to the load speed. A good way to test if it's fast enough for your needs would be to apply a Canvas from a template (don't worry about editing it) and assign it only to Admin users as to not interrupt normal users. Then, try loading a few records to test out if it will work for you.

@andreaskarlsson6352 Месяц назад

@@Zenatta awesome, good idea, I will try it 👌

@DrJosephSweeney Месяц назад

Thanks. We use Canvas, but there is one drawback. The related lists are listed in their creation date order. So the oldest data is shown in the first. There is no way to order the newest items first.

@adriannemeldrum1587 Месяц назад

Is there a way in Canvas Table View to create a view that groups rows with a header that delineate a little better? Our use case is that we want deals grouped by deal owner to draw contrast and see them visually grouped other than just using the Asc or Dsc functionality. The header would be the deal owner and then maybe a subheader with the columns beneath it related to that owner.

@Zenatta Месяц назад

Hi Adrianne! Unfortunately, this is not possible directly via Canvas view. However, you could create a pivot table in this format in Analytics, and embed it within your Account view to be included in your Canvas.

@MatthewLewis-w3e 21 день назад

@@Zenatta Hijacking this thread a little...are you saying it's possible to embed Analytics pivot tables in Canvas view? We currently have a custom link that redirects to a simple Analytics report in a new tab, but would love to have it embed directly in the record.