Zoho CRM Canvas Tutorial 2024: Easy Customization of Zoho CRM

[@ЕгорКарабут-в6р]

Thank you for this tutorial.

[@CRMOZ]

Welcome 😊

[@vadvad6292]

Thank you for tutorial!

[@CRMOZ]

You are welcome!

[@BogdanKapriyan]

Super!

[@CRMOZ]

Thank you very much!

[@АлександрАлександрович-ч6я3ы]

thank you, very useful information

[@CRMOZ]

Thank you for the feedback :)

[@vladyslavkorotkyi171]

Great video! I have a question: when customizing the detail view in Zoho CRM (using Canvas), is it possible to apply the same template to multiple modules at once, or do I have to customize each module individually? Thanks!

[@CRMOZ]

Yes, in Zoho Canvas, you can apply the same template to multiple modules Just follow this simple steps: - Save your template in Zoho Canvas as a reusable component. - When customizing another module, you can import that saved template. - You may still need to tweak the fields and specific details for each module, but the overall structure and design will be consistent. If you have more questions feel free to ask!

[@fencebuildersinc1581]

I don't see "Related Lists" under the data menu - is this version specific - say Ultimate only. We are using Enterprise and I can see everything else while editing a Form Canvas.

[@CRMOZ]

Thank you for your question. - System Configuration: The Form Canvas and related lists may be controlled by system settings, meaning they could have been intentionally disabled or customized in your instance, which may hide the option. - Permissions: Please ensure that your user role has the necessary permissions to edit related lists. Sometimes role restrictions can limit access to specific features. - Version Limitations: While some features can vary between ServiceNow versions or editions (e.g., Enterprise vs. Ultimate), related lists are typically not version-specific. However, it's always a good idea to check the documentation for your specific version to confirm any potential limitations. Let us know if this helps or if you have further questions. We’re here to assist!