Canvas View Tutorial for Zoho CRM

No video

Canvas View Tutorial for Zoho CRM

Рет қаралды 1,795

Күн бұрын

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.
See the full Zoho CRM Full Product Tutorial 2023 here:
• Zoho CRM Tutorial
🚨 UPCOMING LIVE STREAMS 🚨
Zoho & Avalara Product Demo
August 20, 2024, 10:00 AM Pacific Standard Time
club.zenatta.c...
Don't Miss Any Zoho News, Tips, Events & More
Subscribe To Our Newsletter - zenatta.com/ne...
💥 Zoho Team Training Programs 💥
Train Your Team In Less Than A Week!
👉zenatta.com/tr...
👇 SUBSCRIBE 👇
♦️ KZfaq - / @zenatta
♦️ Newsletter - zenatta.com/ne...
♦️ Twitter - / zenattaconsult
♦️ Facebook - / zenattaconsulting
♦️ LinkedIn - / zenatta
🧠 OTHER RESOURCES 🧠
♦️ Resource Library - zenatta.com/re...
♦️ Events - club.zenatta.c...
♦️ Club Zenatta - club.zenatta.com/
💻 ABOUT US 💻
At Zenatta, we are Zoho Experts and a Zoho Premium Partner that understands how to build systems that your employees will use. Giving you the information you need to make informed decisions about your business.
Our goal through this channel is to deliver useful tips and guides to help better your Zoho experience.
🛑 NEED ZOHO HELP? 🛑
Visit - zenatta.com/
#Zoho #ZohoCRM #CanvasStudio

Пікірлер: 9

@andreaskarlsson6352 3 ай бұрын

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

@Zenatta 3 ай бұрын

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 3 ай бұрын

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

@arlawilson7941 14 күн бұрын

How do I add a button that allows me to add attachments right from the canvas view?

@Zenatta 12 күн бұрын

You could add the attachment related list to the canvas view, or a attachment upload field, or a custom deluge button that uploads the attachment if it is grabbing it from somewhere.

@DrJosephSweeney 2 ай бұрын

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 2 ай бұрын

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 2 ай бұрын

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 2 ай бұрын

@@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.