【Zoho CRM】直近のアップデートまとめ＋バックアップデータに関するアップデート
弊社サポートチームからの情報をもとに、Zoho CRM の最新アップデート情報をお送りします。
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▼ Zoho CRM の最新アップデート情報：https://zurl.co/Or8g
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直近では以下3つのアップデートが行われました。今回はこの中からバックアップデータに関するアップデートをピックアップし、詳細を見ていきます。
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◎バックアップデータに関するアップデート
今回のアップデートにて、バックアップファイルのルックアップ項目の表示項目列名が変更されました。
これらの項目名は 「（スペース）ID 」で終わるように設定されていましたが、「（ドット）ID 」で終わるように設定される予定です。例えば、「取引先 Id」は 「取引先名.id」に変更されます。下の画像で、変更内容をご確認いただけます。
サポートポータルのFAQでは、こちらのアップデートの詳細とそれに伴う影響について紹介しています。ご参照くださいますようお願いいたします。
▼ サポートポータルFAQ【Zoho CRM】バックアップデータに関するアップデートのお知らせ：ファイル内の表示項目列名に変更がありました。
あわせて、本社のフォーラム投稿もご参考ください。
▼ Changes in lookup field column headers
なお、今回のアップデートは、2023年4月10日よりすべてのユーザーに対し適用されます。
今回紹介した機能は以下のプランからご利用になれます。
- データのバックアップ（無料分）：スタンダードプラン
今回紹介した機能に関連するオンラインヘルプはこちら
- データのバックアップ：https://zurl.co/WpNZ
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