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.
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Will we be able to use Canvas and design it for use as a Landing Page for clients to access?
This is a part of our roadmap and we will make this available soon.
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 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 ...
How do I export my leads from CRM to an XLS file?
You can export the leads in your account to an XLS file using reports. To export leads: Go to the Reports module and click Create Report. Select the Leads module and choose a report type, e.g. Tabular. Select the fields you want to add to your ...