【Zoho CRM】キャンバス機能に関するアップデート:別のZoho CRM の組織へテンプレートの共有が可能に

【Zoho CRM】キャンバス機能に関するアップデート:別のZoho CRM の組織へテンプレートの共有が可能に

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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Zoho CRM のキャンバスは、Zoho CRM のUIを再構築できる機能です。従来、Zoho CRM 内でカスタマイズできるのはタブのリストビューのみでしたが、こちらの機能により、詳細ビューもカスタマイズできるようになりました。
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▼キャンバス機能の概要はこちら:https://www.zoho.com/jp/canvas/
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このたびの機能アップデートで、別のZoho CRM の組織にテンプレートを共有できる機能が追加されました。これにより、一つの企業が複数のZoho CRM の組織を管理、かつ統一したデザインのUIを複数の組織で使用したい場合、テンプレートを新規作成する時間を短縮できるようになりました。

■キャンバスのテンプレートをエクスポートする

設定 > カスタマイズ > キャンバス の順に進み、別の組織へエクスポートするテンプレートの横に表示される三点リーダーから「キャンバスをエクスポートする」を選択します。



インポート用のテンプレートキーが発行されるのでコピーします。



■ キャンバスのテンプレートをインポートする

キャンバスをインポートする組織にログインし、キャンバスの設定画面の「新しい詳細ページを作成する」ボタンをクリックして「キャンバスのテンプレートをインポートする」を選びます。



発行したインポート用のテンプレートキーを入力して、インポートします。



日本語で詳細を解説した記事がありますので、以下に共有いたします。

▼ サポートポータルFAQ【Zoho CRM】キャンバス機能に関するアップデートのお知らせ:他のCRM組織にテンプレートを共有できるようになりました。

あわせて、本社のフォーラム投稿もご参照ください。
▼ Canvas templates can now be shared with different CRM organizations

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

キャンバスに関するオンラインヘルプはこちらをご参照ください。
…………………………………………………………………………………………………………
Zoho Japan Communityのオンラインフォーラムのフォローをぜひ、よろしくお願いします!

フォローいただくと、フォーラムの最新投稿をメールでおしらせします。


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2. Tips and Tricksのフォローボタンをクリックしてください。

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