【Zoho CRM】データ共有機能、インベントリー管理タブの商品明細項目などに関するアップデート情報の紹介
以下2つの アップデート情報を日本語にいたしましたので、共有します。
Zoho CRM 活用のご参考になれば幸いです。
1.データの共有、カスタムビュー、ポータルなどに関する最近のアップデート
参考元の英語フォーラムはこちら
個人的には、カスタムビューのロック機能が便利だなと感じます。
2.【Zoho CRM】インベントリー管理のタブ(見積書タブ/請求書タブなど）における商品明細項目のカスタマイズ
見積書/請求書/受注書/発注書 タブの詳細画面にある、品明細項目が、よりカスタマイズできるようになります。
皆さまが利用しているCRM 環境 への反映スケジュールや、最新の情報は、
恐れ入りますが、本社フォーラムをご確認くださいませ。
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