【Zoho CRM】サブフォームのアップデート

【Zoho CRM】サブフォームのアップデート

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」の中からサブフォームのアップデートをご紹介します。

サブフォームは、複数の行項目をまとめて管理できる副次的なフォーム/表です。例えば、営業チームがCRMのサブフォームを使って顧客の注文を管理する場合、商品名・価格・納期などの情報をまとめて入力できます。

ただし、このサブフォームのリスト自体が長くなると、スクロールが必要になり、画面上で確認する際に情報を把握しづらくなることがあります。
この課題を解決するため、サブフォームの列で「複数列のピン留め」と「項目列の幅の調整」の2つの新オプションの使用が可能になりました。

【目次】

  1. 複数列のピン留め

  2. 項目の列の幅の調整

 1. 複数列のピン留め 

サブフォーム内の列が固定できるようになりました。
固定したい列の3点リーダーを選択します。表示された選択肢の中から「列を固定する」を選択すると、固定が完了します。

※最大3列まで同時に固定可能です。

 2. 項目の列の幅の調整

列の幅をデータ量に応じて調整が可能です。データ量が多い項目は幅を拡張し、その他の項目は幅を狭めるなど、柔軟な調整ができるようになりました。

 

注意点

  • 本記事で紹介しているアップデートですが、現在のところ管理者レベルの権限を持つユーザーのみがアクセス可能です。

  • 特定のサブフォームで実施したレイアウトの変更が、他のレイアウトに影響することはありません。

Info適用範囲：US(米国)とIN(インド)データセンターを除く全てのデータセンター 
※2025年4月17日現在

いかがでしょうか。サブフォーム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

……………………………………………………………………………………………………………………

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