Zoho CRM: The Canvas Record Form for Enhanced Customization
Zoho announced Zoho Crm innovation with Canvas functionality now extends to record forms, enabling you to personalize record entries with the power of Canvas!
Enhancing CRM Interactions with Canvas
In the heart of any CRM lies the ability to manage and interact with customer data effectively. To elevate this experience, we've expanded our custom design studio in Zoho CRM to support custom record forms. Now, you can transition from the standard two-column record entry page to a personalized layout tailored to your business needs, seamlessly integrating your company's branding elements.
Previously, creating records was confined to a standard view with limited customization, restricting your ability to tailor forms to your business processes, requirements, and branding. Canvas support for record forms transforms this by allowing you to customize fields and sections, ensuring every interaction with your CRM is intuitive and efficient.
Benefits of Customizable Record Forms:
Customization: Tailor record forms to match your brand for a personalized experience.
User Experience: Streamline data entry with intuitive layouts, enhancing ease of use and accuracy.
Efficiency: Boost productivity with forms designed for specific processes or roles, reducing clutter.
Flexibility: Adapt forms to meet diverse needs, allowing multiple custom forms per module.
Customizable record forms
Introducing the Form View Tab
We've added a new tab called Form View, enabling you to customize and access form views. In this tab, you can see all the form views created for various modules, create new form views, import Canvas templates, create Canvas assignments, manage Canvas rules, and handle Canvas keys.
Elements of the Canvas record form builder
Data: Includes essential module information such as contact name, email address, assigned record owner, and other relevant details.
Elements: Comprises various tools like images, lines, tables, sections, text boxes, buttons, and icons.
Styles: Offers a range of formatting choices to enhance visual appeal, including colors, font styles, sizes, borders, padding, and corner radii to match your branding.
Field State Editor and Emphasizing Fields
With record forms now supported in Canvas, we've also introduced the field state editor. This enables you to highlight fields based on different states, such as default style, mandatory fields, data errors based on validation rules, or when a field is disabled for editing. This additional level of customization enhances visibility for your sales reps.
Feature availability
- The Canvas record form feature will be available for all paid editions of Zoho CRM.
Plan | Limit (Detail View) | Canvas Rule Limit |
Standard | 1 per org | 5 per org |
Professional | 3 per org | 10 per org |
Enterprise | 5 per module | 15 per module |
Ultimate | 25 per module | 25 per module |
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