【Zoho CRM】キャンバス機能に関するアップデート:タブ要素の向上など

【Zoho CRM】キャンバス機能に関するアップデート:タブ要素の向上など

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 のキャンバスは、UIをカスタマイズできる機能です。CRM を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一覧

今回のアップデートで、キャンバスビルダー内の複数の機能がアップデートされました。その中から一部を抜粋します。



  • タブ要素の向上
    セクションに設置しているタブの向きを縦 / 横、位置を上 / 下の位置に簡単に変更できます。

  • キャンバスビルダーのズーム機能
    キャンバスビルダーの使用中に編集ページのズームイン / ズームアウトができるようになりました。トラックパッドやタッチスクリーンなどのタッチ対応デバイス、マウスホイールでの操作も可能です。また、画面の上部に設置されているズームドロップダウンメニューから、以下のオプションで拡大 / 縮小が設定できます。
- 50%(デフォルトのページサイズの50%)
- 100%(デフォルトのページサイズの100%)
- 200%(デフォルトのページサイズの200%)
- Fit screen(編集画面の幅に合わせる)

  • 「角丸め」の調整
    スライダーを操作することで、簡単にセクションの角を丸くできます。

  • 幅 / 高さの値表示
    項目または要素を選択すると、選択したボックスの下に幅 / 高さの値が表示されます。

そのほかのキャンバスビルダーに関するアップデート情報や機能の詳細については、弊社のFAQにて掲載しております。ぜひそちらについてもご確認いただけますと幸いです。

キャンバスの詳細ページにおけるカスタマイズについては、以下をご確認ください。


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。
▼ Exciting enhancements for the Canvas Builder!

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(※エンタープライズプランから変更となりました。詳細はこちらの弊社サポートのFAQをご一読ください。)

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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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