【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！  


    • Recent Topics

    • Automation #4 - Auto Delete Tickets based on Rules

      This is a monthly series in which we pick some common use cases that have been either discussed or most asked about in our community and explain how they can be achieved using one of the automation capabilities in Zoho Desk. Unwanted tickets spamming

    • Zoho Community Digest — Enero 2026

      ¡Hola, comunidad! 🌟 Aquí os traemos las novedades más interesantes de Zoho durante este mes de enero, incluyendo actualizaciones de productos, integraciones y un recordatorio sobre los workshops certificados que vuelven a España. 🎓 Eventos y Comunidad

    • Automation #3 - Auto-sync email attachments to tickets

      This is a monthly series where we pick some common use cases that have been either discussed or most asked about in our community and explain how they can be achieved using one of the automation capabilities in Zoho Desk. Most of our customers use email

    • Automation #11 - Auto Update Custom Fields with Values from Emails

      This is a monthly series designed to help you get the best out of Desk. We take our cue from what's being discussed or asked about the most in our community. Then we find the right use cases that specifically highlight solutions, ideas and tips to optimize

    • Automation #13 - Auto assign tickets based on agent shift time

      This is a monthly series designed to help you get the best out of Desk. We take our cue from what's being discussed or asked about the most in our community. Then we find the right use cases that specifically highlight solutions, ideas and tips to optimize

    • Automation #14: Capture Jira Issue Key/ID in a Ticket Custom Field

      Hello Everyone! This month's edition brings you a custom function to consolidate your records associated with Jira integration. Jira integration enables support engineers and R&D units to collaborate seamlessly on feature development, product improvement,

    • Automation #16: Automate Ticket Reopening on Scheduled Timestamp

      Hello Everyone! This edition uncovers the option to schedule reopening a ticket automatically. Zylker Finance tracks insurance policyholder activities through Zoho Desk. For policyholders who pay monthly premiums, tickets are closed upon payment completion.

    • Automation#19:Auto-Close Tickets Upon Task Completion

      Hello Everyone! We’re excited to bring you another custom function this week. In this edition, we’ll show you how to automatically close tickets when all associated tasks are marked as completed. Let’s see how ZylkaPure, a leading water filter company,

    • Automation #15: Automatically Adding Static Secondary Contacts

      Rockel is a top-tier client of Zylker traders. Marcus handles communications with Rockel and would like to add Terence, the CTO of Zylker traders to the email conversations. In this case, the emails coming from user address rockel.com should have Terence

    • Improved UX design for Projects CRM integration

      The current integration embeds the entier projects inteface into the CRM this is confusing and allows users to get lost. For example as a user i navigate to an account and go down to the related projects list and want to get information about a specific

    • Link Purchase Order to Deal

      Zoho Books directly syncs with contacts, vendors and products in Zoho CRM including field mapping. Is there any way to associate vendor purchase orders with deals, so that we can calculate our profit margin for each deal with connected sales invoices

    • Transformer vos stocks en décisions intelligentes avec Zoho Inventory et Zoho Analytics

      Zoho Inventory permet de suivre facilement les niveaux de stock et d’anticiper les restockages. Pour de nombreuses entreprises, cela suffit à gérer les opérations au quotidien. Mais à mesure que l’activité se développe, cette clarté peut commencer à montrer

    • Security Enhancements | Migrate to the Updated Policies

      Hello everyone, Zoho Directory's security policies have been updated and reorganized into three new policies with features that enhance the overall organization security. These policies provide a stronger and more secure sign-in methods and improve the

    • Bring Zoho Shifts Capabilities into Zoho People Shift Module

      Hello Zoho People Product Team, After a deep review of the Zoho People Shift module and a direct comparison with Zoho Shifts, we would like to raise a feature request and serious concern regarding the current state of shift management in Zoho People.

    • Facturation électronique 2026 - obligation dès le 1er septembre 2026

      Bonjour, Je me permets de réagir à divers posts publiés ici et là concernant le projet de E-Invoicing, dans le cadre de la facturation électronique prévue très prochainement. Dans le cadre du passage à la facturation électronique pour les entreprises,

    • Quick Create needs Client Script support

      As per the title. We need client scripts to apply at a Quick Create level. We enforce logic on the form to ensure data quality, automate field values, etc. However, all this is lost when a user attempts a "Quick Create". It is disappointing because, from

    • How to block a WhatsApp user for sending spam

      Is there a way to block those whatsapp users that just come to play and annoy our service, they also spam us. We have a waba service with sales iq

    • Inquiry regarding auto-save behavior for Zoho Sign Embedded Sending

      Dear Zoho Support Team, I am currently integrating Zoho Sign's Embedded Sending functionality using iframes on my website. I would like to know if there is a way to ensure that the document state (including any added fields) is automatically saved as

    • Introducing Connected Records to bring business context to every aspect of your work in Zoho CRM for Everyone

      Hello Everyone, We are excited to unveil phase one of a powerful enhancement to CRM for Everyone - Connected Records, available only in CRM's Nextgen UI. With CRM for Everyone, businesses can onboard all customer-facing teams onto the CRM platform to

    • Automation#17: Auto-Create Tasks in Zoho Projects Upon Ticket Creation in Zoho Desk

      Hello Everyone, This edition delivers the solution to automatically create a task in Zoho Projects when a ticket is created in Zoho Desk. Zylker Resorts uses Zoho Desk for bookings and handling guest requests. Zylker resorts outsources cab bookings to

    • Automation#20 : Auto-Add Ticket Tags based on Keywords

      Hello Everyone! Welcome to unveiling custom functions on our Community series. This week's post lets you add tags to your tickets automatically based on the keywords in the ticket subject and the ticket thread. Discover how this custom function helps

    • Automation#21: Track Ticket Transfers Across Departments

      Hello Everyone! With Halloween just around the corner, we'd like to let you know the Zoho Desk team is always there to sweep away your customer service troubles! This week, we’re excited to introduce a custom function that tracks tickets moved between

    • Email Integration - Zoho CRM - OAuth and IMAP

      Hello, We are attempting to integrate our Microsoft 365 email with Zoho CRM. We are using the documentation at Email Configuration for IMAP and POP3 (zoho.com) We use Microsoft 365 and per their recommendations (and requirements) for secure email we have

    • Homepage not assignable to group

    • MS Teams for daily call operations

      Hello all, Our most anticipated and crucial update is finally here! Organizations using Microsoft Teams phone system can now integrate it effectively with Zoho CRM for tasks like dialling numbers and logging calls. We are enhancing our MS Teams functionality

    • Automation#22 Track Ticket Duration at Specific Status

      Hello Everyone! Welcome back to the Community Learning Series! Today, we explore how Zylker Techfix, a gadget servicing firm, boosted productivity by tracking the time spent at a particular ticket status in Zoho Desk. Zylker Techfix customized Zoho Desk’s

    • Automation#23: Automate Guided Conversations in Zoho Desk with Business Hours

      Hello Everyone, This week's edition introduces a custom function designed to automate Guided Conversations in Zoho Desk, based on your business hours. With this feature, you can align the bot's behavior with your business schedule, ensuring a smooth and

    • Address changes in quote form

      When entering a quote, the first piece of information required is the Account, which properly populates the billing and shipping address fields. Then I use the lookup function to select a contact, and when I do, the billing and shipping addresses are

    • Automation#24: Auto-Update custom field from Accounts to Tickets

      Hello Everyone! Welcome back to the Community Learning Series! This episode dives into how Zylker Techfix streamlines account-related ticket references. Previously, employees had to manually check account details to retrieve specific customer information,

    • Kaizen #227 : Client Script Support for List Page (Canvas)

      Hello everyone! Welcome to another week of Kaizen. In today's post lets see how Client Script can be used in Canvas List Page to mask sensitive information from specific roles and add colors to Canvas List Page records based on custom criteria.This use

    • Implement Date-Time-Based Triggers in Zoho Desk

      Dear Zoho Desk Support Team, We are writing to request a new feature that would allow for the creation of workflows triggered by specific date-time conditions. Currently, Zoho Desk does not provide native support for date-time-based triggers, limiting

    • Automation#25: Move Tickets to Unassigned When the Owner Is Offline

      Hello Everyone, Welcome to this week's Community Series! 'Tis the holiday season—a time when work often takes a brief pause. The holiday spirit is in full swing at Zylker Techfix too, with employees taking some well-deserved time off. During this period,

    • Automation#27: Retain Ticket Owner on Moved Tickets

      Hello Everyone! This week, we present to you a custom function that retains the ticket owner when a ticket is moved from one department to another. Here’s more to help you understand the custom function: At Zylker Techfix, Alex, the Support Engineer manages

    • Automation#28 Notify Agents on Article Expiry

      Hello Everyone! This week, we’re bringing you a feature that notifies your team when articles in the Knowledge Base are set to expire to keep your content relevant and helpful for customers. The Zoho Desk's Knowledge Base is an asset for customers to

    • Automation#29 Retain ticket status on moved tickets

      Hello Everyone, Hear out Zylker Techfix’s Success Story on Smoother Ticket Transitions! Zylker Techfix, a gadget servicing firm committed to quick repairs and timely deliveries, faced a challenge when ticket statuses changed automatically while moving

    • Automation#32:Auto Add New Portal Users to the Help Center User Groups

      Hello Everyone, Introducing a custom function that automates the process of adding new portal users to Help Center user groups, making user management effortless! By default, Zoho Desk allows you to assign new portal users to groups manually. But with

    • Automation#34 : Automate Email threading for Ticket notification

      Hello Everyone, It's been a while since we've presented an automation. However, our community has been buzzing with ideas, use cases, and discussions with our community experts and Ask the Experts session. So, here we are again, presenting an automation

    • Automation#35 : Auto-Add Comments under the Owner's Name in Tickets via Macros

      Hello Everyone, This week's custom function provides simple steps to configure a Macro for adding comments to tickets with the name of the Comment owner. When managing tickets, you can use the Comment feature to communicate internally with your team and

    • Automation#36: Auto-create time-entry after performing the Blueprint transition

      Hello Everyone, This week’s edition focuses on configuring a custom function within Zoho Desk to streamline time tracking within the Blueprint. In this case, we create a custom field, and request the agent to enter the spending time within the single

    • Automation#33: Automate Splitting Names for Existing Contact Records

      An organized directory – who doesn't love one? Previously, we explored how to split contact names into First Name and Last Name for new contacts in Zoho Desk. But what about existing contacts already in your database? This week, we bring you a custom

    • Next Page