Will the pre-built templates be made available for customization? Can we use templates to make adjustments, similar to that of adjusting CRM modules, or do we need to build all canvases from scratch?
Pre-built templates are available in the Canvas library, and they can be further customized.
As you start building the Canvas view for a record detail page, you will see a popup window that prompts you to select whether you wish to build the page from scratch using the Blank Template option, or go for one of the predesigned templates. Choose one of the template and start customizing it depending on your requirements.
Related Articles
Troubleshooting Module Customization
Troubleshooting Modules and Fields 1. Why does the editor go from top to bottom instead of left to right when I click the Tab key while creating or editing a record? The order depends on the Tab Order Preference set by the Admin for each particular ...
Creating Email Templates
Communicating with customers is an important activity in any business scenario. Zoho CRM provides Email Templates to send one message to multiple recipients. Email templates can be also be used to send Mass Emails to leads/contacts or send Email ...
Customizing Modules
Modules in Zoho CRM, let you categorize and track various aspects of your business such as Sales, Marketing, Customers, Products, Meetings and the like. Modules in Zoho CRM are represented in the form of tabs such as Leads, Contacts, Deals, Tasks ...
Creating Inventory Templates
With the Zoho CRM - Inventory Templates functionality, you can customize the Quote, Purchase Order, Sales Order and Invoice print layout as per your business requirements. As part of the template customization, you can change the fields in the print ...
Managing Mail Merge Templates
Mail merge is a function that helps you to simplify repetitive tasks to create personalized documents (Forms, Letters, Address Labels, Envelopes, etc.). You can create a mail merge template that would contain the variables (merge fields) in it. Using ...