Zoho CRM - Custom Homepage Design with Canvas Home View

Zoho CRM has introduced Canvas Home View, allowing you to design and customize your CRM homepage using the Canvas builder.

• You can create a custom homepage using drag-and-drop components in the Canvas builder, with no coding required.
• Homepages can be tailored per role, so sales managers, support teams, and marketing teams each see what is most relevant to their daily work.
• Supported components include charts with coloured labels and background colours, mandatory fields, and action buttons for easy navigation.
• You can embed existing Canvas list views (Custom List View, Card or Tile View, and Table View) as custom list view components within your homepage.
• If no Canvas views exist for a module, you can create a new list page directly from the properties section of the Canvas builder.
• You can associate Queries to your Canvas Home View for direct data access within the homepage.
• Completed homepages can be shared with other users, specific groups, roles, profiles, territories, and subordinates.
• A new option lets you create a Canvas Home View directly from the homepage itself.
• Canvas Home View is supported in sandbox, so you can create views in production, copy them to sandbox, make changes, and deploy back.

Availability: Users with Manage Customization permission enabled.