【Zoho CRM】キオスク機能のアップデート

【Zoho CRM】キオスク機能のアップデート

ユーザーの皆さま、こんにちは。コミュニティチームの中野です。
一部を抜粋してご紹介します。

キオスク機能とは？
特定の処理を行うための専用画面（キオスク）をノーコードで作成できる機能です。
自社の業務プロセスにあわせた画面の表示、タブをまたいだ処理などが可能です。

本アップデートにより、キオスクの柔軟性と操作性が大きく向上しました。
詳細について以下より確認しましょう。

＜目次＞
  1. データ取得機能：「データ選択不要」のデータ表示
  2. 「データ取得」が単独の要素として利用可能に
  3. 単一データ／複数データの詳細を画面要素から表示
  4. 新しい処理 - リンクを開く&データを開く
  5. キオスクの複製


1. データ取得機能：データ選択不要のデータ表示

これまでのデータ取得機能では、表からデータを選択することが必須でした。
今回のアップデートにより、「選択の設定」オプションにより、ユーザーは
データの扱い方法を以下の３つより選択できるようになりました。

新しく追加された「選択の設定」オプション

　1, 「選択が必須の内容」： チェックボックスが表示され、データの選択が必要となる、デフォルトのオプションです。
　2,「選択が任意の内容」: チェックボックスは表示されますが、選択は必須ではなくスキップすることができます。
　3,「表示のみ」： データの一覧のみが表示され、選択はできません。


2.「データ取得」が単独の要素として利用可能に

これまで、「データ取得」は、必ず「画面」などの要素の中に配置しないと使えず、設定や使い方が制限されていました。
また、複数の画面で使い回すと、表示設定もすべて共通になるため、細かいカスタマイズが難しいという課題がありました。

今回のアップデートでできるようになったこと
・「データ取得」を画面・分岐・処理の一部とすることなく、単独の要素としてデータを取得できるようになりました。
・「データ取得」には、事前定義された表示設定がありません。ユーザが画面内で「データ取得」を使用することを選択した場合、
その特定のユースケース用に表示設定が表示されます。


また、「データ取得」は使い回すと表示設定がすべて同じになっていましたが、1つの「データ取得」要素を、
画面ごとに異なる表示設定で再利用できるようになりました。


例：
・ある画面では「姓」だけを表示
・別の画面では「電話番号」だけを表示
このように、用途に合わせた表示内容の切り替えが柔軟にできるようになっています。


3.単一データ／複数データの詳細を画面要素から表示

単一データでも複数データでも、それぞれの詳細をキオスク画面上から直接確認できるようになりました。
これにより、キオスクの操作を中断することなく、必要な情報にすばやくアクセスできます。
「データ取得」設定時に、詳細表示オプションを有効にすることで使用できます。



4.新しい処理 - リンクを開く&データを開く

キオスク内の操作性を高めるため、「リンクを開く」と「データを開く」を追加しました。
これにより、キオスクの流れを止めずに、外部ページやデータの詳細にアクセスできるようになりました。
・リンクを開く：ユーザーが外部URLに移動可能に。
・データを開く：ユーザーがキオスクから直接データにアクセス可能に。

※キオスクと同じタブでリンク／データを開くことはできません。



5.キオスクの複製

既存のキオスクを複製して、再利用やカスタマイズが可能になりました。
ユーザーは、元のキオスクに影響を与えることなく、複製されたバージョンを変更することが可能になります。

キオスクの複製が可能な場所
　1. キオスクビルダー内： キオスクの設定を編集または確認中に直接複製します。
　または
　2. キオスクの一覧画面： 一覧画面から簡単にキオスクを複製できます。




適用範囲：すべてのユーザー
いかがでしょうか。キオスク機能をお使いのユーザーさんは、ぜひ試してみてください！
……………………………………………………………………………………………………………………
＋＋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。
※フォーラムトップから興味のあるサブフォーラムを選択し、「フォローする」をクリックしてください。

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！


    • Recent Topics

    • Using Zoho Forms vs Zoho Survey

      Hello - I'm looking for advice on whether to use Zoho Survey or Zoho Forms for our small non-profit. We have a Zoho One subscription, so have access to both. The main use case at the moment is application forms for our professional development programs.

    • Kaizen #200 - Answering Your Questions | Authentication using Zoho CRM Python SDK

      We’re incredibly excited to bring you the 200th post in our Kaizen series! This journey has been as much about listening as it has been about sharing. And today, we’re making both count. Over the past few weeks, we’ve collected your feedback through the

    • Zoho CRM sync

      Just wondering if the plan is for the Zoho CRM implementation to always be just an import and not a sync? At the very least, a one-way sync that kept the data in Tables up-to-date would increase the amount of usecases, but ideally the option to two-way

    • Add serial number in print page list

      How can i add serial number in print page for every entries?

    • Trying to Delete records from Creator not found in CRM

      Hi, In the following script, I am trying to delete records from Creator not found in CRM, but I am getting the error message "Error at line number: 55 Improper Statement Error might be due to missing ';' at end of the line or incomplete expression". Please

    • Can't login to Zoho mail

      I'm logged into Zoho but when I try to go in zoho mail I get: Invalid request! The input passed is invalid or the URL is invoked without valid parameters. Please check your input and try again. I just set up my mx records and stuff with namecheap a few

    • REST API for Branch and Budget

      Hi Team, Can you please guide me with the appropriate rest API documentation for fetching Branch and Budget details?

    • STOP FRAUDULENT TRANSACTION IMMEDIATELY

      I DID NOT AUTHORIZE THIS TRANSACTION OR RENEWAL, STOP IMMEDIATELY CHARGING MY CARD I CAN NOT CONTACT SUPPORT, NO ONE IS AVAILABLE ON CHAT PAYMENT ID RPCW2003260759193

    • Best way to handle a credit card download fiasco

      Hi there, hoping that someone knowledgable with book keeping can give me the answer here. One of my credit cards has been integrated with Zoho books and we have been downloading transactions with no issue. The credit card got compromised and was used

    • When Opening Zoho Mail I always get a Tab with an error (See attached image)

      Everytime I open Zoho mail I get this. It is trying to open a deleted email. I already tried going to Settings > While Starting up Changed that option back and forth but this persists. Its annoying. Other than that I love this. Any help would be appreciated.

    • Pre-Registration - Suggestion

      Suggest to add a Pre-Registration feature for non-scheduled events. Scenario is that we have a training academy and would like to collect pre-registrants prior to an actual scheduled event so we can use this as a basis for demand management and scheduling of new events for those expressing interest.

    • Not all messages showing in folders in iOS mail.app

      I have a bunch of emails filed in various folders. Those folders are showing all of the emails in them on Zoho.com and in the Zoho Mail app on my iPhone and my iPad. They also all show up fine in Mail.app on my Mac. The problem is that certain (not all)

    • Where do the 'Archived' mails go?

      I have hit 'Archive' on quite some mails I still needed, but didn't want in my inbox anymore. I obviously thought 'Archive' is not the same as 'Delete', since they don't even pass the trash folder this way, and right now I was looking for one of those

    • Signature image size changing on replied emails

      Hi, Sometimes I see the size of the image I use as signature changes when I open replied emails. Do you know why is this happening? It doesn't seem to happen when I send emails to Gmail though. Signature should look like in attachment "Signature_normal.jpg"

    • Não consigo enviar emails. "Razão:533"

      Não consigo enviar emails. "Razão: 533 Relaying disallowed. Invalid Domain" aparece e me impede de enviar emails... Como resolver o problema?

    • Error when setting up IMAP access in Gmail

      Hi I set up POP3 access via Gmail for my Zoho-hosted domain email. I just tried to change it to IMAP access, however when inputting the settings I received the following error message from Gmail "Missing +OK response upon connecting to the server: * OK

    • Zoholics Europe 2025: Unlocking the Power of Zoho CRM : A Hands-On Workshop

      Why should you attend? At Zoholics Europe 2025, Zoho’s official user conference, you’ll have the opportunity to connect directly with experts and explore powerful tools that help businesses elevate customer experiences. Be sure to attend one of the most

    • "Wrong password or login" Problem to configure Zoho on MAIL App on my Macbook

      Hi, I'm having problems to configure my e-mail on my MAIL App(Macbook pro). My e-mail is hari@trespontoum.net Actually was working perfectly, and still working on my Iphone. My MAIL App prompt me that my login or password is wrong. I tried to change 3

    • How do I delte a mailbox alias

      Hi everyome, I have created a mailbox alias on one of my accounts, but I can't figure out how to delete it again. When I go into the control panel on my super-admin account and click on user details and the settings for the user, I can see the mailbox

    • Allowing vendors to Upload Purchase Invoices against Purchase Order

      Work Flow: Once Project is executed, We send Purchase order to every Vendors asking them to Share the invoice against the same. Most of the time Vendors Send invoices through Mails but our Finance Team miss to book those Purchase Invoices in Zoho Books.

    • Deluge - forward incoming email with original attachments and content but new subject

      I'm working in ZohoMail with a 10GB paid account. Using a filter and a custom function, I can send a new mail with the original email content and a new subject, but I'm struggling to find how to attach the original attachment to a new mail - or even to

    • Error: "The conversation window has expired." on WhatsApp

      Hello, I would like to know why this error appears in the messages within WhatsApp from the CRM: "The conversation window has expired." The question arises because a potential client sent us a message at 11:00 PM and we are responding the next day at

    • How to Sync Desk KB and Sales IQ KB?

      Hi, we have just started to use Desk and are using the SalesIQ Chat. Ideally I'd like to use the 'FAQ' feature on chat (which uses SalesIQ KB) and also allow our customers to use the self-service KB that comes with Desk. Unfortunately they are two different

    • Need help! Unable to send message; Reason: 554 5.1.8 Email Outgoing Blocked.

      Hi Zoho team My account name is senpai.atelier, it’s been few days I can’t send Emails with the same error messages. I’ve raised the issue to support@zohomail.com that doesn’t respond to my query. I wonder if you may help troubleshooting soon.

    • Zoho arrives to Spam on all Microsoft Accounts (Outlook, Hotmail, Microsoft 365)

      I believe this is a very serious issue. All my email accounts in Zoho arrives straight to SPAM. Thing is, a lot of clients rely on email arriving to Inbox, specially on Microsoft Accounts since it is used a lot both for business and personal email sending.

    • Registeration

      I just added the TXT code. What next?

    • Cannot receive password protected zip files

      Hello, I cannot received a password protected attachments. Also all my members in the same domain has the same problems. Can you please help me? Best regrads

    • ERROR 554 5.1.8 Sender Address Blocked code(554)

      We have an email with Zoho ( comercial@bruiser.com.br), but, when we try associate the account in GMAIL, the server shows this message:  554 5.1.8 Sender Address Blocked code(554) I see this error appear when the limits of returns exceded 10 messages,

    • How do I associate pricebooks to a customer?

      I setup a few pricebooks, that worked fine. But now the only thing I can do with it, when I enter a quote or sales order, I can select which pricebook to use, but I have to do this product by product every time I add one. Is there a way to connect a pricebook

    • Zoho mail stopped receiving emails

      Our email are stopped to receive outsider email. i have checked the DSN, it's pointed to ZOho mail. Can anyone help me to fix this issue urgently? Thanks

    • send email from web application

      Hello, I'm experiencing an issue with sending emails from my web application. Here are the configuration parameters currently in use: ini Copia Modifica quarkus.mailer.from=noreply.sedis@mondonovo.net quarkus.mailer.host=smtp.zoho.com quarkus.mailer.port=465

    • Custom CSS in Zoho Form

      Hi, Please let me know, how we can add custom css in Zoho Form.  Thanks

    • Zoho Recruit

      Getting this issue

    • Missing Email

      We recently started using ZohoMail we migrated our users from google workspaces. The migration process seemed to have gone smoothly however not all emails are showing in the inbox folder. For example: If I sort the inbox folder from old to new. (Oldest

    • Client Script Quality of Life Improvements #1

      Since I'm doing quite a bit of client scripting, I wanted to advise the Zoho Dev teams about some items I have found in client script that could be improved upon. A lot of these are minor, but I feel are important none-the-less. Show Error on Subform

    • Account blocked after accessing via VPN

      All my accounts are blocked after using a VPN. I have submitted multiple support tickets without response. It’s critical that my email be restored asap Can you please provide a way to unblock my accounts

    • Exchange Rate Updates

      Hi, It would be great that when you work with multiple currencies, the exchange rate updates automagically every day (as seen on Zoho Books) or at least that when you create/update an opportunity the exchange rate could be manually updated, or maybe both!

    • Courses without signup

      Can I create "real" public courses where no signup is needed?

    • Espace Sandbox – Votre environnement de test sécurisé dans Zoho Projects

      Zoho Projects propose un sandbox sécurisé pour tester des configurations, des personnalisations et des modifications sans compromettre les données en production. Note : Disponible avec le plan Enterprise le plus récent basé sur les utilisateurs (y compris

    • Descargas en learn

      Buenos dias, yo en mis cursos para no tener que cargar los archivos que utilizare en las lecciones decidi utilizar la opcion de bloques para añadir un enlace de mi workdrive con el video que deseo para que sea todo mas organizado, pero hay un problema.

    • Next Page