Design Data Displays Using Canvas

04.05.18 01:24 PM By Andrew Wallace

Zoho CRM has a very nice new feature called 'Canvas', which allows you to design they way you see your data in an intuitive and easy to use drag and drop interface.


Say for example, you have a CRM containing a list of customers - most of us do! - you can design the customer list view and also the custom single display view to include the image and fields in the exact way you choose. Before that the layout design was quite basic and consisted of one of two column fields in sections down the page.


On top of that you can add icons and colours to fields and text, to make it a truly customised design.


Once you have finalised your design you can add buttons and functions as well as titles and this applies to all of the modules in the CRM.


Once done preview the design and then save it to implement through your organisation.

Watch it in action...

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Andrew Wallace