【Zoho CRM】 キャンバスを使用したデータ入力ページのカスタマイズ機能リリース

【Zoho CRM】 キャンバスを使用したデータ入力ページのカスタマイズ機能リリース

ユーザーの皆さま、こんにちは。コミュニティチームの中野です。

キャンバス機能を、データの入力ページ(フォーム)でも利用できるようになりました。

本アップデートにより、CRM のあらゆるタブから、ユーザーがレコードを作成する方法をより自由にカスタマイズすることが可能になりました。
設定の流れについては以下をご参照ください。




キャンバスを使用したデータ入力ページを設定する理由
これまでは、カスタマイズ性の低い標準ビューでのみデータの作成が可能でした。つまりデータ入力ページの見た目を、自分の組織の独自のプロセスや要件、ブランディングに応じてカスタマイズできませんでした。
キャンバスを使用したデータ入力ページ(フォーム)では、項目やセクションをカスタマイズできるようになり、CRMの操作が可能な限り直感的で効率的になりました。

カスタマイズ性:データ入力ページをブランドにマッチさせることができ、パーソナライズされた体験をもたらします。
ユーザーエクスペリエンス:直感的なレイアウトによりデータ入力の能率が向上し、操作の簡易性と入力データの正確性を実現します。
効率性:特定のプロセスや役割に応じたフォームをデザインすることができ、雑然とした状態が改善されて生産性が向上します。
柔軟性:多様なニーズに合わせてフォームを調整し、タブごとに複数のカスタムフォームを設定することができます。

カスタマイズ可能なデータ入力ページ
データ入力ページのレイアウトを簡単に変更・設計して、データ入力の効率化、重要な情報の強調表示、ブランドを反映した魅力的なインターフェースの作成が可能です。レイアウト、項目の配置、配色、フォントのスタイルをカスタマイズして、各フォームが組織の独自性を表現できるようになります。こちらが、実際にカスタマイズした際の画面です。



キャンバスによるデータ作成画面の設計画面の要素
キャンバス機能をもちいたデータ入力ページのカスタマイズでは、以下の要素がすべて扱えます。

データ:連絡先名、メールアドレス、データの担当者、そしてその他の関連する詳細情報など、タブの重要な情報で構成することができます。
要素:画像、線、テーブル、セクション、テキストボックス、ボタン、アイコンなどさまざまなツールで構成することができます。
スタイル:色、フォントスタイル、フォントのサイズ、境界線、余白の調整、そして角の丸みまで幅広く選択でき、データの視覚的魅力を高め、よりブランディングやデザインの好みに合わせることができます。

さらに、項目の状態に応じた強調表示のようなオプションもあります。営業担当者にとっての視認性の向上のために項目を強調したいというニーズを満たすために、キャンバスによるデータ入力ページのサポートと同時に、キャンバス自体の機能を強化しています。

〈プラン別上限〉

プラン

詳細ビュー

キャンバスルール

スタンダード

1件/組織

5件/組織

プロフェッショナル

3件/組織

10件/組織

エンタープライズ

5件/タブ

15件/タブ

アルティメット

25件/タブ

25件/タブ

適応環境:すべてのプラン、すべてのデータセンター
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。
関連情報:キャンバスを使用したデータ入力ページのカスタマイズ

●Zoho CRM アップデート情報は以下ページにて随時更新中!
……………………………………………………………………………………………

++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Topから興味のあるサブフォーラムをクリック後「フォローする」をクリック)
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!

▼フォローの方法は以下画像をご参照ください。


      Zoho Campaigns Resources


        • Desk Community Learning Series


        • Digest


        • Functions


        • Meetups


        • Kbase


        • Resources


        • Glossary


        • Desk Marketplace


        • MVP Corner


        • Word of the Day


        • Ask the Experts


          Zoho CRM Plus Resources

            Zoho Books Resources


              Zoho Subscriptions Resources

                Zoho Projects Resources


                  Zoho Sprints Resources


                    Zoho Orchestly Resources


                      Zoho Creator Resources


                        Zoho WorkDrive Resources



                          Zoho CRM Resources

                          • CRM Community Learning Series

                            CRM Community Learning Series


                          • Tips

                            Tips

                          • Functions

                            Functions

                          • Meetups

                            Meetups

                          • Kbase

                            Kbase

                          • Resources

                            Resources

                          • Digest

                            Digest

                          • CRM Marketplace

                            CRM Marketplace

                          • MVP Corner

                            MVP Corner




                            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






                                ご検討中の方

                                  • Recent Topics

                                  • How to filter emails by Reply-to field?

                                    I receive a very particular newsletter from an association A registered on a website W (that is used by many associations), and the emails fields are not great: the From just contains the generic website's W's email, while A is only mentioned in the Reply-to
                                  • How to invite friends on other social media platforms to one of my group chats in arattai?

                                    Hello, I have formed chat groups in arattai. I want to invite my friends on other social media platforms like WhatsApp/ FB to one of my groups. Different friends would be invited to different groups. How to share an invite link of one of my groups to
                                  • Line spacing

                                    I coudn't decrease the line spacing to space smaller then a single line. There is too much space between the lines that make the document look ugly. Please fix that. Liran. fonar
                                  • Google Fonts Integration in Pagesense Popup Editor

                                    Hello Zoho Pagesense Team, We hope you're doing well. We’d like to submit a feature request to enhance Zoho Pagesense’s popup editor with Google Fonts support. Current Limitation: Currently, Pagesense offers a limited set of default fonts. Google Fonts
                                  • Control Position of “X” (Close) Button in Popup Editor

                                    Hello Zoho PageSense Team, We hope you're doing well. We would like to request a customization improvement in the PageSense popup editor. Current Limitation: Currently, the position of the “X” (close) button is fixed and cannot be customized in the popup
                                  • Add Standalone “Save” Button in Pagesense Popup Editor

                                    Hello Zoho Pagesense Team, We hope you're doing well. We would like to request an important usability improvement in the Pagesense popup editor. Current Limitation: There is currently no dedicated Save button while building a popup. The only way to save
                                  • Text Direction Control in Pagesense Popup Editor

                                    Hello Zoho Pagesense Team, We hope you're doing well. We’d like to submit a feature request to add text direction control in the Pagesense popup editor. Current Limitation: Currently, the popup editor does not provide native support for RTL (Right-to-Left)
                                  • Autosave in Pagesense Popup Editor

                                    Hello Zoho Pagesense Team, We hope you're doing well. We’d like to submit a feature request to enhance the Pagesense editor with an autosave functionality. Current Limitation: Currently, changes made in the Pagesense editor must be manually saved. In
                                  • Billing frequency is not displayed correctly.

                                    Hello There is an issue while displaying the billing frequency on a subscription quote. I am able to activate the subscription details and get this lovely overview: If I am adding a Plan which I charge quarterly, first of all it should be possible to
                                  • Creating Secret via Vault API

                                    Hi I am trying to create a secret through vault api.  This is the response I get. One thing I am not sure is how to decrypt the secretdata, how to get the secrettypeid? {     "operation": {         "result": {             "error_code": "",             "message": "Sorry, we are unable to process your request.",
                                  • Zoho CRM custom fields not showing in zoho creator

                                    Hi Team, I have created a Products form with Zoho CRM integration and connected it to Products module of CRM. But when I see the reports of Products in Zoho creator then I am not able to see custom fields of Products module. Only standard fields of Products
                                  • Is It Possible to Hide Menu Option from Main Navigation?

                                    Is it possible to hide a menu option, e.g. Admin, from the Main Navigation based on some criteria, e.g. login = zoho.adminuser
                                  • Unleash the power of detail, with Table View.

                                    What use is context that's not available where you need it? With this in mind, we bring you the Table View. This feature will add more power to the way you organize and work through your ticket load. Table View comes in handy when you want more control over the ticket information you see. This is a nifty tool for users who find themselves limited in terms of the level of information that is being offered in the Classic View and Compact View. With an upper limit of 15 columns, agents can glean most
                                  • Kaizen #126 - Circuits in Zoho CRM - Part 1

                                    Hello everyone! Welcome back to another week of Kaizen! Today, we will discuss an exciting topic—Circuits in Zoho CRM. For starters, we will discuss what Circuits are, how beneficial they are for businesses, different views of a Circuit, and the different
                                  • 'Statement of Accounts does not exist' error received, when creating PO using api in Zoho Inventory

                                    Here is request json -- JSONString = { "date": "2019-09-24", "purchaseorder_number": "PO-6-1", "delivery_date": null, "delivery_org_address_id": 36221200000056XXX, "vendor_id": 362212000000564XXX, "attention": "Testing", "line_items": [{ "unit": "Pieces", "account_id": 36221200000003XXX, "quantity": 1, "item_id": 362212000000049XXX, "tax_type": "", "tax_name": "", "name": "One HD", "purchase_rate": 85, "tax_percentage": 0, "item_total": 85.00, "tax_id": "", "warehouse_id": 362212000000564XXX }] }
                                  • Multiple clients in one project

                                    Hi team, What is the possibility to have more than one client to be linked for one project in the Zoho Books? Our business model is to have a project, and this project have expenses/bills, as well, we issue invoices for this same project to several customers.
                                  • Support Bots and Automations in External Channels

                                    Hello Zoho Cliq Team, How are you? We actively use Zoho Cliq for collaboration, including with our external developers. For this purpose, external channels are a key tool since they work seamlessly within the same interface as all of our other channels
                                  • Workdrive on Android - Gallery Photo Backups

                                    Hello, Is there any way of backing up the photos on my android phone directly to a specific folder on Workdrive? Assuming i have the workdrive app installed on the phone in question. Emma
                                  • Need more details on API Usage Dashboard

                                    Hi Team, We have implemented Zoho Expense for a client and has done some integrations with well known third party ERP via api. Recently we have noticed a huge spike in the API consumption. But we couldn't get the root cause for the same. I accept there
                                  • Rendering PDF to view on page

                                    My company upload lots of PDF files onto Zoho. But every time we open it, it downloads the file instead of viewing it on the web page. Does Zoho allow uploaded PDF files to be rendered to view on web page yet? I've been trying to use <embed> or <object> but it cannot be loaded.  (similar thread: https://help.zoho.com/portal/community/topic/how-to-open-a-pdf-file-of-a-view-in-preview-mode)
                                  • Dynamically Fetching Lookup Field Display Value

                                    I have an audit trail form, Audit_Changes, that tracks old vs new values across different forms. For lookup fields, the old/new value is the ID, but I also need the display value. What's a best practice for dynamically fetching the display value of the
                                  • Ability to Create New Items When Zoho Trident is Minimized via tray or taskbar icon

                                    Allow users to create new items (emails, calendar events, tasks, etc.) directly from the system tray icon or by right clicking the task bar icon, even when the window is minimized or not actively running in the foreground. This enables quick access to
                                  • Bug Report and Suggestions for Improvement in Zoho Applications

                                    Hi Zoho Team, I’d like to report a few bugs and improvement suggestions I’ve noticed while using Zoho products: Zoho Cliq Video Call: The camera sometimes turns off automatically during video calls. This seems to be a bug — please check and fix it. Zoho
                                  • I can not see Undeliverable emails from my Mass Email Leads activity in CRM

                                    I am sending email templates and I can not see the Undeliverables? I only receive the "Out of Office" replies and any manual replies from the lead. Can you please let me know where the Undeliverable emails are sent so I can use the information to clean up the database?
                                  • Select Zoho Contacts as Meeting Participants in Zoho Cliq

                                    Hello Zoho Cliq Team, We hope you're doing well. We would like to request an enhancement to the meeting scheduling functionality in Zoho Cliq. Current Limitation: When scheduling a meeting in Zoho Cliq, participants can only be selected from: Organization
                                  • Ability to Select External Users from Participants List When Scheduling Meetings

                                    Hello Zoho Cliq Team, We hope you're doing well. We would like to request an enhancement to the meeting scheduling experience in Zoho Cliq. Current Limitation when scheduling a meeting in Zoho Cliq: External users can be selected from the list only under
                                  • Kaizen #212 - Map Dependency Fields in Zoho CRM using APIs

                                    Hi Everyone!! Welcome back to another week of Kaizen series! Over the past few weeks, we have been addressing your questions and feedback shared through our Kaizen 200th feedback form. Thank you for your continued engagement and thoughtful queries. We
                                  • Outdated state in mexico

                                    Hello Zoho team, the drop down to add the state for customers, when they introduce their state in mexico has a city named “Distrito Federal” that name changed many years ago to “ciudad de mexico”. could you please update this so my clients can find the
                                  • Is anyone using Zoho Flow with airtable?

                                    I need to build a flow that collects data from airtable and uses some of that data to create folders and files in google drive. I have fully function version of this in zapier and want to migrate to zoho. I am trying to perform a very basic fetch from
                                  • SOME FEATURES ARE NOT IN THE ZOHO SHEET IN COMPARISION TO ZOHO SHEET

                                    TO ZOHO sir/maam with due to respect i want to say that i am using ZOHO tool which is spreadsheet i want to say that some features are not there in zoho sheet as comparison to MS EXCEL like advance filter and other Features which should be there in ZOHO
                                  • AI in Zoho Workplace: A Sneak Peek into What’s Coming!

                                    Hello everyone, We’re super excited to share something we’ve been working on and we want you to be part of it! You may have seen our announcement blog post introducing a major evolution in how AI works within Zoho Workplace. Want to be among the first
                                  • Display Client Name in Zoho Creator Client Portal Dashboard

                                    Hello Zoho Creator Team, We hope you are doing well. Zoho Creator recently introduced the option to set a client’s display name in the Client Portal settings, which is very helpful for providing a personalized portal experience. However, there is currently
                                  • Meet Canvas' Grid component: Your easiest way to build responsive record templates

                                    Visual design can be exciting—until you're knee-deep in the details. Whether it's aligning text boxes to prevent overlaps, fixing negative space, or simply making sure the right data stands out, just ironing out inconsistencies takes a lot of moving parts.
                                  • Best way to share/download presentation files in Zoho without losing formatting?

                                    Hello Zoho Community, I often work with PPT/PDF files in Zoho Docs and share them with colleagues. While PDFs usually give a direct download option, I’ve noticed that PPT/PPTX files sometimes only open in the viewer without a clear download link. Is there
                                  • Workflow Failure - Notifications

                                    Good afternoon, I have just experienced an error whereby a Workflow failed, for a reason currently unknown. The problem is that one of my users had to flag this manually (thankfully he's very thorough) and this otherwise would have flown under the radar.
                                  • Introducing Bin Locations In Zoho Inventory

                                    Hello users, We are excited to let you know that your wait for the Bin Locations feature has now come to an end! Yes, you heard us right! We are here to introduce the much-awaited Bin Locations now in Zoho Inventory. But before we dive into the feature
                                  • Error "Invalid client task found corresponding properties" only when triggered from workflow ?

                                    Hi All, I am facing an error message I never encountered previously: Error in executing On Add - On Load script Error in executing thisapp.get_all_projects_api_call function. Line:(2) Error in executing thisapp.getAccessTokenFromRefreshToken function.
                                  • How to interpret Campaign report statistics - definitions/explanation

                                    I am trying to make sure I understand the Campaign report correctly Do you have a list of definitions for: Delivered - it has reached the recipient's inbox Campaign reach - is this the number that have opened the campaign email? Unique Opens Clicks/Open
                                  • Subforms in Stateless Forms

                                    Stateless Forms are very useful, but we can't build complex data entry pages without Subforms. Can this be implemented? This would make Stateless Forms truly powerful.
                                  • Feature request - pin or flag note

                                    Hi, It would be great if you could either pin or flag one or more notes so that they remain visible when there are a bunch of notes and some get hidden in the list. Sometimes you are looking for a particular name that gets lost in a bunch of less important
                                  • Next Page