Will it be possible in future to see the canvas view in edit mode as well?
At the moment, it is not available for the edit mode. This is a work in progress and will be made available soon.
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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.
What does the Unaccounted column in the Kanban view mean?
The records that don't have a value in the picklist field that is selected to categorize the Kanban view will be listed in the Unaccounted column. This can also happen if the picklist value for a record is changed to "None". For example: If the value ...
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 ...