【Zoho CRM】直近のアップデートまとめ＋新バージョンのメール構文解析に関して
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。今回はこの中からメール構文解析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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◎メール構文解析に関するアップデート
メール構文解析とは？
受信したメールから名前や会社名などの情報を抽出し、Zoho CRM に新しいデータとして自動で登録できます。
また、抽出した情報をZoho CRM内の既存のデータに自動で追加することも可能なので、見込み客から問い合わせなどのメールを大量に受け取った場合に利用することで、Zoho CRM への見込み客データの登録、および更新作業の手間を省くことができます。
新バージョンのメール構文解析機能について
このたび、メール構文解析に新機能が搭載され、完全に再設計された新バージョンがリリースされました。なお、旧バージョンのメール構文解析機能は、2023年6月1日に使用できなくなります。旧バージョンの提供終了に備え、新バージョンのメール構文解析機能をお試しください。
今回のリリースについて、サポートポータルのFAQでは、主に以下の点について紹介しています。ご参照ください。
■新バージョンのメール構文解析機能の詳細
- 新バージョンのメール構文解析機能について
- 1つの構文解析用のメールアドレスをすべてのメール構文解析にて使用可能に
- UI の変更 など......
- 旧バージョンの提供終了に対する対応
▼ サポートポータルFAQ【Zoho CRM】新バージョンのメール構文解析に関して
あわせて、本社のフォーラム投稿についても共有します。
▼ Introducing the all-new email parser!
当方で試してみたところ、以下のように表示されました。
■ 新バージョンのメール構文解析タブ
■ メールの解析
詳細につきましては、各記事にてご確認ください。
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。
- メール構文解析：エンタープライズプラン
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
- メール構文解析によるデータの抽出：https://zurl.co/OzsM
- メール構文解析の新バージョン - 最新情報と変更内容：https://zurl.co/t2hg
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