Zoho CRM: Bring Your Data from Screen to Paper with Canvas Print View

Zoho CRM: Bring Your Data from Screen to Paper with Canvas Print View

 Hello Everyone,  

Zoho introduces a brand-new enhancement to your Zoho CRM Canvas experience — Print View.
This feature allows you to convert your beautifully designed Canvas layouts into print-ready documents, making it easier than ever to take your CRM data from screen to paper.

Whether you want to print shipping labels, generate personalized forms, or produce a neatly formatted printout of a single record, Print View gives you the creative freedom and control to design, customize, and print — all without leaving Zoho CRM.

What Can You Do with Print View?  

With Canvas Print View, you can print:

  • A single record

  • Selected records

  • Or multiple records per page

…onto physical sheets right from your CRM.

Simply:

  • Create a custom layout in Canvas with fields pulled automatically from your CRM modules

  • Produce clean, structured mailing labels

  • Print on standard formats like A4 or Letter

  • Enable cutting guides for easy separation

  • Reduce manual work and eliminate formatting hassles

Scenario 1: Printing Shipping Labels from Your CRM  

Imagine you manage a courier or delivery service and rely on Zoho CRM to store all customer details. Your team needs address labels every day for outgoing shipments.

With Print View, you can:

  • Design a custom label format using Canvas

  • Auto-populate customer details directly from the Contacts module

  • Generate a full sheet of neat, printable labels

  • Add cutting lines for easy trimming

  • Print them instantly on A4 or Letter paper

Just like that — your team has accurate, ready-to-use shipping labels for daily dispatch.



Scenario 2: Service Report Forms for an Automotive Repair Shop  

Suppose you operate a vehicle service center using Zoho CRM to register service jobs, customer information, complaints, and repair details.

Once a technician completes a service and logs the details — such as vehicle model, work performed, parts used, labor charges, and total amount — you can use Print View to generate a clean, professional Service Report.

The printed report can include:

  • Customer name and contact information

  • Service number and service date

  • Vehicle details, issue diagnosed, and feedback

This printed document can be handed to the customer as an official service summary, signed by both parties, and securely filed as part of their service history. It’s more professional, more reliable, and helps build long-term customer trust.


The GIF below will help you understand how Canvas Print View works for such scenarios.


Other Use Cases for Print View  

You can also use Canvas Print View to create print-ready templates for:

  • Course sheets, student promotion letters, or academic summaries

  • Event-related documents like resumes, ID cards, or visitor badges

  • Certificates, agreements, contracts, warranty papers, and more

Any scenario that requires structured, personalized printouts can benefit from this feature.




    1. Customization Options for Printing Mailing Labels  

      Canvas Print View offers a robust set of design controls:

      Paper Sizes  

      Choose from multiple mailing-label layouts based on your printer or stationery type.

      Orientation  

      Switch between Portrait and Landscape modes.

      Margins  

      Set precise margins or apply uniform margins across all sides with one click.

      Print Record In:  

      You can print labels:

      • Per page: With options to align content centrally

      • As a list: With center alignment and cutting lines

      • As a grid: With center alignment, auto-width adjustment, and cutting lines

      Additional Settings  

      • Align Center: Center your content or adjust freely

      • Auto Width: Auto-fit content within the design

      • Cutting Lines: Show guides to neatly separate sections or labels



Notes
Note :
  1. Align Center : Aligns your content to the center of the page or adjust freely
  2. Auto Width : Enable this setting to fit content dynamically within the layout
  3. Cutting Lines : Add visible cutting guides to clearly separate labels or sections on the page

    1. Customization Options for A4 or Letter-Sized Printouts  

      When printing full-page templates:

      • Set margins or apply equal margins globally

      • Print one record per page or records in a list format

      Enable cutting lines for list-style layouts



Info
Availability : This feature is available to all users except for IN DC users. It will be opened up for the Indian data centre users shortly.

Wrap-Up  

No more exporting data, switching tools, or adjusting layouts manually. Canvas Print View lets you design and print polished documents tailored perfectly to your business needs — all within Zoho CRM.

Head to your Canvas builder, select Print View, and start creating templates that look just as impressive on paper as they do on screen.

For more details, visit pfc-group.com