No video :(

Getting Started with Canvas

Подписаться 20 тыс.

Просмотров 1,9 тыс.

50% 1

The Canvas Detail page builder allows you customize the record detail page to your preference by letting you add background color to each field, arrange them in a different order, use custom buttons instead of field names, use different font styles and a lot more. This view is available in all the modules, including the custom modules.
Resources: help.zoho.com/...
Try Canvas for a beautiful CRM.
zoho.com/canvas

Опубликовано:

28 авг 2024

Ссылка:

Скачать:

Готовим ссылку...

Добавить в:

Мой плейлист

Посмотреть позже

Комментарии : 5

@marygoing Год назад

At 3:23(ish), you switch the view from a pop-up at the bottom of the screen. Mine doesn't have that pop-up. Is it something I need to activate?

@Behappyalways309 10 месяцев назад

How to change the data fields in canvas?

@ZohoCRMOfficial 10 месяцев назад

Hi! You need to create fields on the customization page itself. Setup >> Customization >> Modules and Fields >> Select the module >> Select the layout >> Create fields. After that, click on canvas under customization >> select the canvas page >> and under Elements >> you will find the list of fields available, including the newly created fields. Drag and drop the newly created field into the Canvas page. You can also remove the fields which are not needed from the same page.

@Behappyalways309 10 месяцев назад

Done that. Thanks.. That how Excel or CSV files were uploaded and is showing up on the Leads views@@ZohoCRMOfficial