Are there any limitations to use Canvas for the CRM Portal functionality?

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• Can I sync data between multiple CRM accounts?

  No, the multi-org functionality does not allow any kind of data sync between the orgs. The sole purpose of creating multiple accounts is to provide users with ease of access. You can however, import/export data or use functions to transfer data ...

• What is the eligibility to use Zoho CRM Canvas?

  To use the Canvas Builder, a user should have the Module Customization permission enabled in their profile.

• Customizing List View Using Canvas

  In Zoho CRM, you can create and swap the record views between List View and Kanban View as and when required. But, these views may not be enough when you want to add a record image or arrange the fields in a different order or insert a background ...

• Customizing Record Detail Page Using Canvas

  The canvas list view provides ways to customize the record display in the module list. You can add record images, use custom buttons to represent fields, use specific font style or size for the field labels, change the alignment of field types and ...

• Is Canvas available for Client Portal as well?

  Yes it is. You can design a Canvas view and assign it to the Client Portal profile in the Canvas Assignment section.  To access Canvas Assignment: ​ 1. Go to the required Canvas builder. 2. Click the Canvas Assignment button on the top-right corner.