【Zoho CRM】キオスク機能の紹介
こんにちは、コミュニティチームの鳥越です。
さて今回は、Zoho CRM アップデート情報の中から以下を取り上げます。
*適応環境：エンタープライズプラン以上
◆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。
◆キオスク機能の特徴は？
Zoho CRM で似たようなことができる機能は他にもありますが、キオスクの特徴は以下を合わせたものだと感じています。
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CRM のさまざまな画面から、キオスクを呼び出せる
作成したアプリは、詳細画面だけでなく、ビューの一覧画面、ホーム画面などさまざまな場所に置くことができます。
キオスク専用の項目を作成できる
キオスクで処理を行うためのアプリ内だけの項目を作成でき、その項目値をもとに処理を行うことができます。
※CRM組織として新しく項目は作成されません。
タブを横断したデータの取得や処理ができる
他のタブのデータを取得できたり、複数のタブにおける処理を設定できます。
Zoho CRM 他機能（ブループリントやコマンドセンターなど）との違いについては、以下の記事もご参考ください。
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キオスクの作成例として、車販売業界における試乗予約のキオスクを作成してみました！(以下動画）
＜その他キオスク機能に関する情報＞
いかがでしょうか。該当プランのユーザーの方はぜひ触ってみてくださいね。
また、既にキオスク機能をご利用の方は、活用例の共有をぜひお待ちしています！
◆Zoho CRM のアップデートは以下のページにて随時更新中！
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