Canvas Template creation for Accounts Detail Page

Canvas Template creation for Accounts Detail Page

Outcome:

A visually engaging Canvas Template for the Accounts page, providing a clear layout of account details, linked deals, contacts, products, stage history, and key interactions, enhancing sales tracking and user experience.

Fields Required:

The following fields will be used as input sources:

    ∙ Account Name

    ∙ Account Image

    ∙ Overview

    ∙ Deals

    ∙ Contacts

    ∙ Account Information

    ∙ Address Information

    ∙ Timeline

    ∙ Send Email Button

    ∙ Edit button with three dots

    ∙ Notes

    ∙ Member Accounts

    ∙ Products

    ∙ Open Activities

    ∙ Open Tasks

    ∙ Open Meetings

    ∙ Open Calls

    ∙ Zoho Desk

    ∙ Emails

    ∙ Quotes

    ∙ Sales Orders

    ∙ Cases

    ∙ Invoices

    ∙ Social

    ∙ Closed Activities

    ∙ Closed Tasks

    ∙ Closed Meetings

    ∙ Closed calls

 

Process:

  1. Log into CRM Demo account (https://www.zoho.com/)

  1. Go to Menu and click CRM

  1. Click settings icon in the CRM page

  1. Click Canvas under Customization

  1. Click on Detail view

  1. Click on Create Record Detail Page button

  1. Select the module as Accounts and click on create button. (The canvas is limited to create only 5 templates for Detail view)

  1. Click on Create Blank Template Button

  1. The Blank template page will open and enter a canvas name in the highlighted box.

  1. Go to Elements and Drag and drop the options you want

  1. Go to Data and Drag and Drop the required fields in the section 

 

 

 

  1.  If you want to hide the label associated with Account Name (for all fields), right click and click on hide label

 

  1. Go to Style and change the colour, font, border and radius whichever is required

 

 

  1. To use the predefined patterns of any element (Eg. Edit button), click on Edit and select Presets

  1. Select Gallery and select the format you wanted

  1. To align the Edit and other buttons, select them and go to style and select the alignment you wanted.

 

 

 

 

How to add Tab?

  1. Go to Element and select tab

  1. Click on the + icon and select the topic you wanted

  1. It will be displayed with the fields which are predefined.

  1. If you want to add other data/fields in Deals section, select the Deals tab and go to data and select the field you wanted.

  1. To remove the unwanted tab section (Eg: Unnamed Tab), select that tab and click “x”.

How to add Custom tab?

  1. Click on + icon and select New Custom Tab

 

  1. Select the tab and edit the tab name under style

  1. Select the tab section and right click and click on insert, add the fields required.

 

 

  1. To change the tab alignment, select the tab and go to Tab orientation under style, select the one you wanted.

 

How to add Sub Tab?

  1. To abb sub tab, click on + icon and select Sub Tab.

  1. Click on Sub tab and edit the name under style

  1. Click on arrow and click on Blue + icon and insert the tab wanted.

 

  1. To Change the colour of the tab, go to Tab Item under style and change the colour, font, shape accordingly.

  1. Add the necessary data and save it.

 

Validation Steps:

  1. Go to the CRM website and click on Accounts.

  2. Click on any one of the Accounts

 

 

  1. The Accounts page will load in Standard view.

 

  1. Scroll down to the bottom, Go to Record detail page views and select the template you have created

 

 

 

 

 

  1. Check the Accounts page is loaded as per the template

 

 

 

Users:

It allows customers to view the Accounts Detail page in a visually appealing manner.

 

Tools Permission Required:

Canvas Builder in Zoho CRM Demo Account.

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