【Zoho CRM】キャンバス機能のアップデート

【Zoho CRM】キャンバス機能のアップデート

ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。
今回はZoho CRM アップデート情報」の中からキャンバス機能のアップデートをご紹介します。

新たに追加された「可変式ボックス」では、データの表示方法を柔軟にカスタマイズ可能です。画面サイズやデバイスに応じてレイアウトが自動調整されるため、より快適なユーザー体験が実現します。

【目次】

  1. 可変式ボックスとは

  2. 主要機能の詳細

  3. より高度な可変式ツール


    1.可変式ボックスとは 

可変式ボックスをレイアウトに組み込むことで、高いカスタマイズ性と柔軟なデザインが可能になり、データの視覚化やユーザーインタラクションがより効果的に行うことができます。以下が可変式ボックスが備える主要な機能の概要です。
  • レスポンシブ対応:さまざまな画面サイズに柔軟に適応
  • 柔軟な配置調整:アイテムのサイズ変更や整列が自在

  • 中央揃え:縦・横方向の中央配置に対応

  • 均等な間隔:要素間のスペースをバランスよく調整

  • 行・列レイアウト:要素を縦横どちらにも簡単に配置可能

 2. 主要機能の詳細

レイアウト変更

可変ボックスでキャンバスのレイアウトを作成する際は、以下の3つから要件に応じてタイプを選択できます。

①縦 ②横 ③折り返し

手順ですが、まずは画面左側の「表示形式」を開きます。次に「可変式ボックス」の選択肢が表示されます。

「可変式ボックス」エリアをドラッグ&ドロップすることで、任意の場所にボックスを設置できます。



可変式ボックスの中をクリックすると、画面左に「スタイル」の選択肢が表示されます。「スタイル」をクリックして開くと、3パターンのレイアウト(縦・横・折り返し)からいずれかを選択できます。



自動調整

このツールを使うと、ボックスのサイズが内部要素に応じて自動的に調整され、最適なレイアウトが維持されます。

自動調整 適応前


自動調整 適応後

画面左にある「自動返信」 にカーソルを合わせ、設定をオンにしてください。



自動段組み

このツールを使用すると、可変式ボックスは列数に応じてアイテムを自動で配置し、重複を防ぎます。



アイテムの最小幅と最大幅の調整

要素のスケーリングを制御することで、レイアウト内の重要な情報が表示領域に最適に収まり、ユーザーが常に必要な情報にアクセスできる状態を維持します。


 

注意事項:可変式ボックスでは、「自動調整」と「自動段組み」の両オプションを同時に有効にすることはできません。両方を選択しようとすると、一方の設定が自動的に無効化されます。

 

 3. より高度な可変式ツール   

以下の可変式ツールを使用して、CRM画面のレイアウトと表示を柔軟に制御することができます
  • アイテムの配置:要素を正確に整列し、統一感のあるプロフェッショナルなレイアウトを実現。
  • アイテム間の余白調整:フレックスアイテム間に均等な間隔を追加し、視認性と一貫性を向上。

  • アイテムハグ:コンテンツサイズに応じて要素を自動で拡縮し、スペース効率を最適化。

  • 子アイテム:可変式ボックス内の要素の動作を制御し、柔軟なレイアウト調整を可能に。

  • 最大幅:縦方向のボックス幅に合わせて要素を拡張し、シームレスなデザインを実現。

  • 可変式に変換:複数の要素をワンクリックで可変式ボックスに変換し、構築の手間を軽減。

  • セクション/可変式への置き換え:デザインを崩さず、セクションと可変式ボックスの相互変換が可能。


 

いかがでしょうか。キャンバス機能を利用中のユーザーさんはぜひ試してみてください!

https://zurl.co/jKTM

……………………………………………………………………………………………………………………

++Zoho オンラインフォーラムに投稿された情報を、いち早くGETしませんか?++

Zoho Japan Community フォーラムの右側「フォローする」ボタンをクリックいただくと、最新の新着投稿やコメントをメールでお送りします。興味のあるサブフォーラムの投稿のみ通知を受け取ることも可能です。

※フォーラムトップから興味のあるサブフォーラムを選択し、「フォローする」をクリックしてください。

コミュニティのイベント情報も当フォーラムでお知らせ予定ですので、ぜひフォローをお願いします!  


    Access your files securely from anywhere







                            Zoho Developer Community





                                                  Use cases

                                                  Make the most of Zoho Desk with the use cases.

                                                   
                                                    

                                                  eBooks

                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho Desk.

                                                   
                                                    

                                                  Videos

                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho Desk.

                                                   
                                                    

                                                  Webinar

                                                  Sign up for our webinars and learn the Zoho Desk basics, from customization to automation and more

                                                   
                                                    
                                                  • Desk Community Learning Series


                                                  • Meetups


                                                  • Ask the Experts


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner






                                                            Manage your brands on social media



                                                                  Zoho TeamInbox Resources



                                                                      Zoho CRM Plus Resources

                                                                        Zoho Books Resources


                                                                          Zoho Subscriptions Resources

                                                                            Zoho Projects Resources


                                                                              Zoho Sprints Resources


                                                                                Qntrl Resources


                                                                                  Zoho Creator Resources



                                                                                      Zoho CRM Resources

                                                                                      • CRM Community Learning Series

                                                                                        CRM Community Learning Series


                                                                                      • Kaizen

                                                                                        Kaizen

                                                                                      • Functions

                                                                                        Functions

                                                                                      • Meetups

                                                                                        Meetups

                                                                                      • Kbase

                                                                                        Kbase

                                                                                      • Resources

                                                                                        Resources

                                                                                      • Digest

                                                                                        Digest

                                                                                      • CRM Marketplace

                                                                                        CRM Marketplace

                                                                                      • MVP Corner

                                                                                        MVP Corner







                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now


                                                                                            Zoho Show Resources


                                                                                              Zoho Writer Writer

                                                                                              Get Started. Write Away!

                                                                                              Writer is a powerful online word processor, designed for collaborative work.

                                                                                                Zoho CRM コンテンツ






                                                                                                  Nederlandse Hulpbronnen


                                                                                                      ご検討中の方




                                                                                                            • Recent Topics

                                                                                                            • Confirmation prompt before a custom button action is triggered

                                                                                                              Have you ever created a custom button and just hoped that you/your users are prompted first to confirm the action? Well, Zoho knows this concept. For example, in blueprint, whenever we want to advance to the next state by clicking the transition, it is
                                                                                                            • GST Slabs Redefined: Stay Compliant Using Zoho Books!

                                                                                                              Hello Everyone! The Government of India is rolling out new GST rates, a major reform aimed at simplifying the current tax structure starting 22 September 2025. GST will move from four slabs (5%, 12%, 18%, 28%) to two main slabs (5% and 18%), plus a special
                                                                                                            • How to create auto populate field based on custom module in Zoho CRM?

                                                                                                              Hello, i'm still new to Zoho CRM and work as administrator in my company. Currently, I'm configuring layout for Quotes Module. So, the idea is, I've created a read-only field in Quotes called "Spec". I want this field automatically filled with Specification
                                                                                                            • Rich Text For Notes in Zoho CRM

                                                                                                              Hello everyone, As you know, notes are essential for recording information and ensuring smooth communication across your records. With our latest update, you can now use Rich Text formatting to organize and structure your notes more efficiently. By using
                                                                                                            • Change Last Name to not required in Leads

                                                                                                              I would like to upload 500 target companies as leads but I don't yet have contact people for them. Can you enable the option for me to turn this requirement off to need a Second Name? Moderation update (10-Jun-23): As we explore potential solutions for
                                                                                                            • Elevate your CX delivery using CommandCenter 2.0: Simplified builder; seamless orchestration

                                                                                                              Most businesses want to create memorable customer experiences—but they often find it hard to keep them smooth, especially as they grow. To achieve a state of flow across their processes, teams often stitch together a series of automations using Workflow
                                                                                                            • Office 365 and CRM mail integration: permission required

                                                                                                              Has anyone run into this weird problem? My email server is Office 365. When I try to configure Zoho CRM to use this server, a Microsoft popup window opens requesting user and password. After entering that, I get a message in the Microsoft window saying
                                                                                                            • Adding a developer for editing the client application with a single user license

                                                                                                              Hi, I want to know that I as a developer I developed one application and handed over to the customer who is using the application on a single user license. Now after6 months customer came back to me and needs some changes in the application. Can a customer
                                                                                                            • Attention API Users: Upcoming Support for Renaming System Fields

                                                                                                              Hello all! We are excited to announce an upcoming enhancement in Zoho CRM: support for renaming system-defined fields! Current Behavior Currently, system-defined fields returned by the GET - Fields Metadata API have display_label and field_label properties
                                                                                                            • Deluge - Can't get phone number SalesIQ

                                                                                                              Hey folks, I’m building a custom plug for SalesIQ that’s supposed to register leads into Zoho CRM. The SalesIQ chat is being implemented on WhatsApp, and in my plug I’m using this line: mobile_clean = session.get("phone").get("value"); From what I understand,
                                                                                                            • Critical Issue: Tickets Opened for Zoho Support via the Zoho Help Portal Were Not Processed

                                                                                                              Hi everyone, We want to bring to your attention a serious issue we’ve experienced with the Zoho support Help Portal. For more than a week, tickets submitted directly via the Help Portal were not being handled at all. At the same time no alert was posted
                                                                                                            • Deals by Stages Funnel not showing in correct order

                                                                                                              Using the Stage-Probability Mapping for the Deals module we have created a steps our deals will pass through, RFQ, Closed/Lost, Declined/No-Go, Pricing, Submitted, Negotiations, Won. However when I view the Deal By Stages Funnel it does not show in the
                                                                                                            • Zoho CRM button to download images from image upload field

                                                                                                              Hello, I am trying to create a button in Zoho CRM that I can place in my record details view for each record and use it to download all images in the image upload fields. I tried deluge, client scripts and even with a widget, but feel lost, could not
                                                                                                            • how to differentiate if whatsapp comes from certain landing page?

                                                                                                              I create a Zobot in SalesIQ to create a Whatsapp bot to capture the lead. I have 2 landing pages, one is SEO optimized and the other want is optimized for leads comes from Google Ads. I want to know from which landing page this lead came through WhatsApp
                                                                                                            • Zoho Desk - Community

                                                                                                              As a regular user of Zoho Cares Community I would really love to see the publish date of articles. For example, when I look at Announcements, it would be very beneficial to see which ones were posted recently, over those which have just and a recent comment.
                                                                                                            • access to quartz for my customers

                                                                                                              Hi how can I have access to the application quartz you use for us to send you screen rocording, this feature would be immensely useful for our customers support https://quartz.zoho.com/
                                                                                                            • Issue with Inline Images in Email Reply via Zoho Desk API

                                                                                                              Hi, I am attempting to send inline images in an email reply using the Zoho Desk API, but the images are not being displayed inline for the recipient. I have followed this documentation: https://desk.zoho.com/DeskAPIDocument#Uploads https://desk.zoho.com/DeskAPIDocument#Threads#Threads_SendEmailReply
                                                                                                            • Turning off the new UI

                                                                                                              Tried the new 'enhanced' UI and actively dislike it. Anyone know how to revert back?
                                                                                                            • How to search a value stored in a subform?

                                                                                                              Hello, We store serial numbers in subforms but now we would like to be able to search the values to be able to easily find the record with the serial number. I saw that it's not possible to search such values through global search but is it possible to do it an other way? Thank you,
                                                                                                            • Field Dependency Not Working on Detail Page in Zoho Desk

                                                                                                              Hi Support Team, I’ve created field dependencies between two fields in Zoho Desk, and they are working correctly on the Create and Edit layouts. However, on the Detail page, the fields are not displaying according to the dependencies I’ve set — they appear
                                                                                                            • How do the keyword critera work?

                                                                                                              Hi, I'm working on automated assignment of tickets based on keywords. How does this feature work? Where does this criteria look for keywords - email address, subject, email body? Can you please clarify this as I want to avoid overlapping with criteria
                                                                                                            • Error: Unsupported content type: text/html;charset=UTF-8 after tryeing to get the token for n8n automation

                                                                                                              I am working on ZOHO Desk automation and need to get the ZOHO auth token for n8n I have created the app in ZOHO Desk API, got client id and client secret. Added all data required to get a token in n8n. After I sign in with my ZOHO credentials in ZOHO
                                                                                                            • Improving Collaboration Features in Zoho Portal

                                                                                                              Hello Zoho Community, I’ve recently started exploring Zoho services and I’m really impressed with the wide range of features. However, I feel there is still room for improvement in the collaboration area. For example, it would be really helpful if we
                                                                                                            • Clear Tag & Linking Between Quotes and Sales Orders

                                                                                                              Hi Zoho Team, In Zoho Books, when a quote is converted into a sales order, it would be extremely useful to have: A clear tag/indicator on the quote showing that it has been converted into a sales order. A direct link in the sales order back to the originating
                                                                                                            • New in Cadences: Option to Resume or Restart follow-ups when re-enrolling records into a Cadence, and specify custom un-enrollment criteria

                                                                                                              Managing follow-ups effectively involves understanding the appropriate timing for reaching out, as well as knowing when to take a break and resume later, or deciding if it's necessary to start the follow-up process anew. With two significant enhancements
                                                                                                            • Send a campaign to one recipient.

                                                                                                              Very often I speak to a customer and they say they didn't see my email (maybe it went in Junk, maybe they deleted it). Anyway, I just want to go into the Campaign and send it to one person. You already have a feature very close to this - when sending a Test. While developing a campaign, I can send tests to anyone. Why can't we have this AFTER  the campaign has been sent? I know, there's a caveat, and that's in the use of merge tags. Most of the time I only use FNAME, but maybe you could check if
                                                                                                            • Feature Request - Insert URL Links in Folders

                                                                                                              I would love to see the ability to create simple URL links with titles in WorkDrive. or perhaps a WorkDrive extension to allow it. Example use case: A team is working on a project and there is project folder in WordDrive. The team uses LucidChart to create
                                                                                                            • Try FSM again for our business

                                                                                                              We already have our customers individual equipment in CRM with serial numbers, install dates, warranty length and importantly next service which is generally 2 years. a month before the service date is due we get get a report and send out service reminders.
                                                                                                            • Get Cliq Meetings in my O365 calendar

                                                                                                              Hi, we are currently evaluating to replace the Teams Messaging and Meetings with Cliq. We currently still have all our email and calendars in O365. What i want to achieve is, to create a (ZOHO) meeting from Cliq and have this meeting added to my Outlook/O365
                                                                                                            • Issue with Zoho Help Portal – Tickets Missing or Not Answered

                                                                                                              Hi, How are you? I think there may be an issue with the Zoho Help Portal. I opened a few tickets directly in the help portal a some time ago but never received any response I also opened ticket 148356451 by email. I did receive a reply to it, but the
                                                                                                            • Changing the Default Search Criteria for Finding Duplicates

                                                                                                              Hey everyone, is it possible to adjust the default search criteria for finding and merging duplicate records? Right now, CRM uses some (in my opinion nonsensical) fields as search criteria for duplicate records which do nothing except dilute the results.
                                                                                                            • Zoho Creator as LMS and Membership Solution

                                                                                                              My client is interested in using Zoho One apps to deploy their membership academy offer. Zoho Creator was an option that came up in my research: Here are the components of the program/offer: 1. Membership portal - individual login credentials for each
                                                                                                            • DUNS & Bradstreet and Credit risk monitoring integration with Zoho books

                                                                                                              Small businesses not being paid by bigger clients and clients of all sizes is a huge problem. It will be nice if Zoho develops integration with DUNS & Bradstreet(D&B) and Credit risk monitoring integration with Zoho books. That have small businesses can
                                                                                                            • Filtering Tickets based on Email headers

                                                                                                              We're starting to get a lot more junk coming into our Zoho Desk, which is then triggering unnecessary email alerts to agents. Once thing we could do to cut this junk in half, is to filter tickets based on email headers. Any email containing the `List-Unsubscribe`
                                                                                                            • Zoho Forms - Form Rules based on attachment fields

                                                                                                              Many businesses use forms to collect documents and images from customers. In many cases, you may want to trigger a notification or other automation based on whether or not an attachment was added. I've noticed that attachment fields do not appear in Rules
                                                                                                            • Add QUOTE OWNER profile image to a Quote Template

                                                                                                              I can add their email address.. phone number, DOB. I need to add a users profile picture so when they assign a template to a quote they own it adds their picture to the cover page. I've tried hacking a solution together but there has to be an easier way.
                                                                                                            • No Response from Zoho Support in 8 Days - Typical?

                                                                                                              I have a couple of issues I'm trying to work through. Initially, I was getting support from support@zohofsm.com, but I have not received a response in 8 days (11 on another question). Is this typical? Can I pay for support? For context, I am not spamming
                                                                                                            • Age Calculation

                                                                                                              I've attempted to calculate the age of someone based on their birthday input by using the formula field. It works but I don't want all those decimals on there. I then tried to use "set variable" after birthday input but I get a field type mismatch, long vs. floating. Any ideas would be wonderful.
                                                                                                            • Open filtered deals from campaign

                                                                                                              Do you think a feature like this would be feasible? Say you are seeing campaign "XYZ" in CRM. The campaign has a related list of deals. If you want to see the related deals in a deal view, you should navigate to the Deals module, open the campaign filter,
                                                                                                            • Change scheduling emails time

                                                                                                              When sending an individual email there is a great feature to schedule them to send later. I could only use the one time that is suggested. Is there a way to select another time? Regards, Glenn
                                                                                                            • Next Page