Zoho CRM: News in Canvas

Here are a couple of exciting updates that can help you design more effective detail view pages using Canvas.

1. Customizable tables in related lists - which allows you to style your RL tables by adding images and a pop of color to them.

2. Introducing expandable sub-tabs. You can now group your tabs into sub tabs based on a theme, thus making navigation easier. 

Customizable tables in related lists

To start off, let's look at how you can customize your related lists table. Previously, you could only choose between static or list table templates as seen in the image below. 

While this was functional, we realized that businesses might prefer to customize their own tables. With the latest update—the Customizable Table option in the navigation toolbar—you can customize your related lists table. Options include field selection and styling. With this feature, you can add colors to rows and columns, in addition to resizing (by extending column markers), besides, adding, or removing rows and columns from your table. 

These functions are important because they'll make it easier for you to differentiate your rows and columns, expand the columns that contain more data, and add images as well.

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Tab enhancements 

Sub-tabs

Another improvement we've added to Canvas is the option to create a sub-tab. So imagine your record's view page has a Tab with numerous elements, namely attachments, open and closed activities, notes, campaigns, social, and more, in addition to some custom tabs. Having these tabs laid out makes it easier for you to navigate through your related lists. However, your interface may become cluttered if there are too many tabs.

Now, imagine you have these components categorized into multiple groups of the same theme. Like for instance, you combine open activities, closed activities, invited meetings, and upcoming actions under a group called Activities. Similarly, you create other groups that can either all be expanded simultaneously or one at a time - based on your preference. This will not only help declutter your components, but also put things into perspective. 

These groups that you create are called Sub Tabs, and you can perform one of the two actions on them. 

Multi expand: This is the default option. When you want to open multiple sub-tabs simultaneously, you can do so by selecting the multi expand action tool. In other words, the submenus of one sub-tab will not collapse when you click on another.

Single expand: When you select this option, only its associated sub menus will expand or collapse. In instances where you've expanded one sub-tab and then clicked on another, the previous sub-tab menus will collapse before the following one expands.

So how are these Sub Tabs created? 

When you add a Tab from your elements onto your Canvas view editor, you have the option of adding Custom Tabs, Sub Tabs or Related Lists. 

Select Sub Tab.

Next, under your Sub Tab, you have a blue plus sign. When you click on that, you can add the Related Lists that fall under your Sub Tab theme. Like in the example we mentioned earlier, you can combine open activities, closed activities, invited meetings, and upcoming actions under a Sub Tab called Activities. 

Let us look at some other examples of components that can be grouped together as sub tabs.

Sub Tab (Group) Name	Components
Marketing	Campaigns, Visits, Social, Sales Inbox
Inventory	Invoices, Sales Orders, Purchase Orders, Quotes, Vendors, Price Books, Products
Use Case - I
Education Industry
Student Information	Student Documents, Degree, Courses, Thesis Guides, Placements
Use Case - II
Real Estate
Contact's Property Information	Properties, Documents, Notes, Quotes, Invoices

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