【Zoho CRM】履歴機能のアップデート：3年分の履歴が確認可能に。その他、データのフィルタリングやメモとの関連づけなど

【Zoho CRM】履歴機能のアップデート：3年分の履歴が確認可能に。その他、データのフィルタリングやメモとの関連づけなど

こんにちは！コミュニティチームの鳥越です。今回は「Zoho CRM アップデート情報」の中から以下を紹介します。

データの更新履歴や関連するアクション履歴を確認できる「履歴機能」のUIが新しくなりました。また、履歴データを過去6ヶ月から3年前まで確認できるようになるなど、いくつかのアップデートがありましたので紹介します。

アップデート内容
1. 過去3年間の履歴を参照できるように
2. 各履歴に対するメモを追加できるように
3. 履歴のフィルタリングが可能に
4. 履歴画面からメールのステータスを確認 

(履歴データのUIが変更）

上記アップデートから、以下の２点を抜粋して紹介いたします。

1.各履歴に対するメモを追加できるように
これまで、データの更新履歴とメモは切り離されて管理されていましたが、履歴データに関連づけてメモを追加できるようになりました。
関連リストのメモ欄では、該当のメモに関連付いた履歴データが表示され(以下画面右)、クリックすると履歴の詳細を確認できます。 これにより、データのつながりをより把握した管理が可能になります。


2. 履歴のフィルタリングが可能に
タブ、ユーザー、データ更新の時間などを条件として、履歴データをフィルタリングできるようになりました。このアップデートにより必要な履歴だけを見つけやすくなり、例えば特定の営業メンバーの操作履歴を見たい場合などに活用できます。

なお、この機能アップデートは、すべての組織に順次適用されています。
2024年5月末までには多くの組織に対し適用が完了し、データ量が多い組織の場合には、2024年６月末までに適用完了予定とのことです。(2024年5月17日時点)
・適応環境：すべてのプラン、全てのデータセンター

いかがでしょうか。利用する機会がある方は、ぜひアップデートした履歴機能を見てみてくださいね。

●Zoho CRM アップデート情報は以下ページにて随時更新中！

……………………………………………………………………………………………

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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！


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