Getting Started
Getting Started
Canvas for Zoho CRM
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Getting Started
Primary challenges with the default CRM view, makes it difficult to get key information easily. A refreshing view, with arrangement of data easy on the eye, and other crucial elements right on the first fold of the page is an outstanding alternative.
Get started with Canvas, a zero-code design platform that transforms the CRM user experience. Build a detail page from scratch, by rearranging crucial components of a page in a way that suits your needs, and presenting data in a more attractive and efficient manner.
In this video, you will learn how to create a CRM record details page from scratch using Canvas. Additionally, you will learn how to utilize key components and styling options to create a brand-new page.
Useful link: Customizing Record Detail Page Using Canvas Builder
The Canvas view can be created for all modules
True
Correct
Well done! The Canvas view can be created for all modules
False
Incorrect
Sorry! The Canvas view can be created for all modules
What are the key components of Canvas builder?
Data and Element
Incorrect
Sorry! The key components of Canvas builder are data, element and styling option
Styling option
Incorrect
Sorry! The key components of Canvas builder are data, element and styling option
All of the above
Correct
Well done! The key components of Canvas builder are data, element and styling option
With Canvas, data is organized on a page to get key information easily
True
Correct
Well done! With Canvas, data is organized on a page to get key information easily
False
Incorrect
Sorry! With Canvas, data is organized on a page to get key information easily
What does the DATA component in the Canvas builder consist of?
Fields, Related Lists, Action Buttons
Correct
Well done! The DATA component in the Canvas builder consists of Fields, Related Lists, and Action Buttons
Only Fields
Incorrect
Sorry! The DATA component in the Canvas builder consists of Fields, Related Lists, and Action Buttons
Only Related Lists
Incorrect
Sorry! The DATA component in the Canvas builder consists of Fields, Related Lists, and Action Buttons
What does the ELEMENT component in the Canvas builder consist of?
Section, Tab, Table , Icons and more
Correct
Well done! The ELEMENT component in the Canvas builder consists of Section, Tab, Table , Icons and more
Data fields
Incorrect
Sorry! The ELEMENT component in the Canvas builder consists of Section, Tab, Table , Icons and more
Styling options
Incorrect
Sorry! The ELEMENT component in the Canvas builder consists of Section, Tab, Table , Icons and more
What does the STYLE component in the Canvas builder consist of?
Background, padding, radius, border, shadow and margin
Correct
Well done! The STYLE component in the Canvas builder consists of background, padding, radius, border, shadow and margin
Data fields
Incorrect
Sorry! The STYLE component in the Canvas builder consists of background, padding, radius, border, shadow and margin
Action button settings
Incorrect
Sorry! The STYLE component in the Canvas builder consists of background, padding, radius, border, shadow and margin
You can move data elements and place it in the desired place in Canvas
True
Correct
Well done! You can move data elements and place it in the desired place in Canvas
False
Incorrect
Sorry! You can move data elements and place it in the desired place in Canvas
What are all the fields that can be seen inside the Canvas builder?
All fields in the CRM system
Incorrect
Sorry! Only fields added in the layout can be seen inside the Canvas builder
Only fields added in the layout
Correct
Well done! Only fields added in the layout can be seen inside the Canvas builder
None of the above
Incorrect
Sorry! Only fields added in the layout can be seen inside the Canvas builder
Related lists can be added in the Canvas view.
True
Correct
Well done! Related lists can be added in the Canvas view.
False
Incorrect
Sorry! Related lists can be added in the Canvas view.
What are the elements that can be styled inside Canvas builder?
Fields, sections, background and more
Correct
Well done! Fields, sections, background and more can be styled inside Canvas builder
Background only
Incorrect
Sorry! Fields, sections, background and more can be styled inside Canvas builder
Fields only
Fields only
Incorrect
Sorry! Fields, sections, background and more can be styled inside Canvas builder
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