【Zoho CRM】通貨機能のアップデート：為替レートの自動更新やデータ更新オプションなど
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。
CRMの複数通貨機能を使うと、地域ごとに通貨を管理し、顧客の現地通貨で記録したデータを自国通貨に自動換算して分析やレポートに活用できます。
従来は、為替レートを管理者が手動で定期更新する必要があり、各データには作成時点のレートが固定されるため、その後の市場変動は反映されませんでした。
本記事では、この問題を解消する「為替レートの自動更新」をはじめ、さまざまな新機能をご紹介します。
目次
- 通貨の自動為替レートの更新
- 権限付与による為替レートの手動更新
データの自動為替レートの更新
為替レートの推移
通貨記号の配置
1. 通貨の自動為替レートの更新
各通貨ごとに、為替レートの更新方法を自動または手動から選択します。
手動：従来の手動による為替レート更新方法です。
自動オプションでは、為替レート設定で更新頻度を設定が可能です。
- ライブ更新：為替レートは30分ごとに更新されます。
- 日次更新：為替レートは、組織のタイムゾーンに基づいて任意で選択した時間に1日1回更新されます。
2. 権限付与によるデータ内の為替レートの手動更新
為替レートを手動管理したい場合は、対象ユーザーに「為替レートを更新する」権限を付与します。
権限を持つユーザーには為替レート項目の横に「更新」アイコンが表示され、クリックすると通貨タブから最新レートを取得できます。
3. データの自動為替レート更新
データの為替レートを自動更新する条件を設定できるようになりました。更新のトリガーとして、データ編集時・選択リストの変更時・特定の値への変更時などから選択できます。
上記の動画のケースだけでなく、必要に応じて、商談が別のステージに移行した際の為替レート更新など、より広範な実行条件を選択することも可能です。
4. 為替レートの推移
各通貨には為替レートの履歴グラフが表示され、自国通貨に対するレートの推移や傾向を簡単に確認できます。
事前定義された日付フィルターまたは任意の期間を指定でき、期間内の最高値・最安値・平均値も合わせて確認できます。
5. 通貨記号の配置
通貨ごとに、記号を金額の前か後に設定します。選択した配置はCRM全体で一貫して適用されます。
今回は値の前に記号が表示されるように設定します。
以下のキャプチャのように、値の前に記号が表示されています。
補足
為替レートの傾向で確認できる最大期間は2年間です。
参考情報：複数通貨の管理
いかがでしょうか。CRMをご利用中のユーザーさんは、ぜひ試してみてください！
適用範囲：全てのデータセンター
スタンダード、プロフェッショナル、エンタープライズ、アルティメットプランで利用可能です。
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