【Zoho CRM】キャンバス機能に関するアップデート:データの一覧画面がカスタマイズ可能に

【Zoho CRM】キャンバス機能に関するアップデート:データの一覧画面がカスタマイズ可能に

弊社サポートチームからの情報をもとに、Zoho CRM の最新アップデート情報をお送りします。
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▼ Zoho CRM の最新アップデート情報:https://zurl.co/Or8g
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今回は、キャンバス機能に関するアップデート情報を紹介します。
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■ Zoho CRM のキャンバス機能とは?

Zoho CRM のキャンバス機能は、CRM のデータ一覧や詳細ページのデザインをより見やすく使いやすいようにカスタマイズするための機能です。Zoho CRM のUIを再構築して、データの詳細をより自社のビジネスに合った表示にカスタマイズすることができます。

キャンバス機能についての基本情報は、以下よりご確認ください。

■ アップデートされた機能(データの一覧画面のカスタマイズ)について

今回のアップデートで、データの一覧画面のカスタマイズ機能が追加されました。
この機能を利用すると、以下の形式でデータの一覧画面を表示することができます。

  • 一覧表示
  • タイル表示
  • 表形式表示

一覧表示


タイル表示


表形式表示


これらの機能を活用することで、データを一目でよりわかりやすく表示することができます。ぜひお試しください!
また、今回のアップデートについて、新しいキャンバスビルダー、キャンバステンプレートの管理についても解説していますので以下より詳細をご確認ください。


また、本社のフォーラムにも今回のアップデートに関する投稿がございます。こちらもご参照ください。
▼ The Canvas module view gets an exciting face-lift

今回紹介した機能は以下のプランからご利用になれます。
  • キャンバス:スタンダードプラン(※今回のアップデートによりエンタープライズプランから変更となりました。詳細は弊社サポートのFAQをご一読ください。)
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Zoho Japan Communityのオンラインフォーラムのフォローをよろしくお願いします!

フォーラムをフォローすると、新着投稿やコメントの通知をメールで受け取ることができます。
また、特定のサブフォーラムの新着投稿の通知のみを受け取ることも可能です。

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▼ オンラインフォーラムのフォロー方法はこちら

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