Is there going to be any data loss if I delete a Canvas page? What should I be wary of before I delete a design?
There is going to be no loss of data if you delete a Canvas page. A Canvas view is a visual representation of data for better organization of the record detail page using the existing CRM data. Thus it doesn't account for any data gain or loss.
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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 it possible to export a Canvas design?
No, it is not possible to export the Canvas designs. But if you wish to re-use a created design, you can clone it. To clone a Canvas view: Go to Setup > Customization > Canvas Builder. In the Canvas listing page, click the clone option from the ...
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 ...
Will I be able to use Canvas to design a Landing Page for my customer records?
Yes. You can create and assign the canvas page as the landing page for records based on profiles.
What's the incentive for me as an admin and for my organization, to design a page from scratch instead of using the default detail page?
Often when you navigate to your default record detail page, you may find it not only uninteresting but also difficult to zero in on the information you need. The way it is now, the detail page has several sections and demands long scrolls. You have ...