【Zoho CRM】日時のフィルター機能のアップデート

【Zoho CRM】日時のフィルター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藤澤です。
今回は「Zoho CRM アップデート情報」の中から、各タブで利用可能な日時のフィルター機能のアップデートをご紹介します。
 
日付項目と日時項目のフィルター及びカスタムビューに、「前へ(Previous)」「次へ(Next)」の選択肢が追加されました。
 
⬛︎[前へ(Previous)]：作成日時に基づきレコードをフィルターにより抽出する場合
例1. 前へ6ヶ月：当月を除く直近6ヶ月間のレコードを抽出
例2. 前へ3年：今年を除く直近3年間のレコードを抽出

⬛︎[次へ(Next)]：完了予定日に基づきレコードをフィルターにより抽出する場合
例1. 次へ2週間：今週を除く今後2週間以内に完了予定のレコードを抽出
例2. 次へ1年：今年を除く、来年中に完了予定のレコードを抽出   

新たに追加されたフィルター機能により、日付や日時に基づいた条件を、これまで以上に正確に設定できるようになりました。

作成日時でフィルターをかける場合は、以下のキャプチャにある赤枠部分から、今回のアップデートで追加されたオプションを選択してください。



完了予定日でフィルターをかける場合は、下のキャプチャにある赤枠部分から、フィルター機能を使って表示内容を絞り込むことができます。


上記のフィルターを適用して表示されているデータ一覧画面や、カスタムビューでは、表示項目を自由に追加・削除することができます。操作手順については、以下をご参照ください。

​
⬛︎補足事項：フィルターを適用して表示されているデータ一覧画面や、カスタムビューの抽出方法（表示項目の追加・削除を制御できます）

手順①：画面右上のアイコンを押下。「表示する列を変更する」を選択。

手順②：追加したい項目にチェックをいれ、不要な項目はチェックを外す。

⬛︎補足事項：キャンバスビューの抽出方法
手順①：鉛筆マークを押下。編集画面に遷移する。

手順②：右端までスクロールし、＋マークを押下。プルダウンで表示された項目の中から、追加したい項目を選択。

手順③：削除する場合は、項目にカーソルを当てると3点リーダーが表示されるため、そこにカーソルを当てて削除を選択。




いかがでしょうか。日時のフィルター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！

Info適用範囲：全てのデータセンター、全てのプラン
……………………………………………………………………………………………………………………

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