Zoho CRM Certified Canvas Designers

Customizing Zoho CRM Module View using Canvas

Zoho CRM offers a powerful customization tool called Canvas that allows us to design and personalize how you view your data within modules.With the Canvas View, we can go beyond the Standard list and Kanban View for Modules provided by Zoho CRM by default.

The Canvas view is designed for any module (both Standard & Custom modules) by our Zoho CRM Canvas designer using a bespoke Canvas builder, which helps our Zoho CRM developers customize the look and feel of your module, from the colors and fonts to the layout and structure and maintain brand consistency in the module by incorporating your brand's colors, fonts, and logos into your Canvas view.

The custom design of your Zoho CRM’s module (Standard & Custom) view gives your CRM user a visually appealing and user-friendly interface, making it easier for your users to interact with their data, as well as helping them to find the information they need quickly and easily.

If you are looking for a way to improve the usability and efficiency of Zoho CRM, then Canvas is a great tool to consider.

Customizing Zoho CRM Record Detail Page Using Canvas

Our Zoho CRM Canvas designer will customize your Zoho CRM's record detail page using a bespoke Canvas builder. More fields mean more mess when you're looking for particular data. Our Canvas designer can create a clean, concise, and user-friendly record detail page that will make it easier for your CRM users to find the key information quickly. This will reduce the amount of time spent searching for data, as users won't have to scroll through the end to find the information they need.

Here's why you need our Canvas designer's help:

• Expertise in Canvas: Our Canvas designer has a deep understanding of Zoho CRM's Canvas feature, which allows them to create visually appealing and functional Record Detail Pages effectively.

• Layout and Structure: Canvas is not a one-size-fits-all solution. We can utilize Canvas builder to design a layout that suits your data of varying types and transform the way your team interacts with it. This could involve creating sections to group related fields, or prioritizing key information at the top of the page for quick access. As a result, users can get valuable insights at a glance without having to scroll down the page to gain valuable information.

• Canvas Template Customization: We will customize a pre-designed canvas template close to your needs. This might involve tweaking the layout, adding or removing elements, and applying specific styles to match your preferences.

• Embed Subforms in Canvas view of record detail page: Zoho CRM doesn't allow direct editing on the record detail page for the Subforms data. You have to click the “Edit" button to make any changes in the Subforms data.

  In order to overcome this limitation, we can include your existing Subforms in the Canvas view for a record detail page. This way, you can still access the Subforms data and make it easier for your CRM users to find the relevant information they need, as the data will be organized and displayed in a more logical manner.

• Embed Widgets in Canvas view of record detail page: The widgets can be added to custom-related lists for any module in your Zoho CRM account, allowing them to be displayed within the record detail page. But there is a catch: If you have a good deal of information fetched from a third-party application and display those data in the widget view, this can make it difficult for your users to find the information they need.

  By leveraging the Canvas builder, our Canvas designer can incorporate widgets in the Canvas view of your record detail page alongside other elements to display widget data, enabling users to quickly grasp important information without compromising on functionality

• Profile-based custom layouts: The Zoho CRM user interface should adapt to your every users needs, not the other way around. Our Canvas Designer will create custom UI layouts for different departments based on profiles in your Zoho CRM account – sales, support, and you name it – tailored to your specific needs, allowing the same set of details on a record page to be reorganized differently for the different profiles, ensuring everyone gets the relevant information on their record detail page.No more generic one-size-fits-all interfaces!

  The sales team has visibility into deals and activities, while the customer support team can prioritize tickets and data about the customer. No more information overload – just the critical details at a glance.

• Enhanced User Experience: Our Zoho CRM Canvas Designers can create a more intuitive and user-friendly interface for your module and record detail page, improving the overall user experience for your Zoho CRM users and make it easier for users to navigate and understand information at a glance quickly. This leads to improve in employee productivity and efficiency, as users can quickly access the information they need.

• Make Your Zoho CRM Uniquely Yours with Canvas Customization: Give your Zoho CRM a distinct look and feel that reflects your brand identity. Our Zoho CRM Canvas Designer will customize the look and feel of your Zoho CRM to match with your brand colors and logos, ensuring that it aligns perfectly with your company's unique branding and visual identity