Zoho CRM アップデートまとめ：チーム分析、カレンダー、カスタムボタンがより便利に
ユーザーの皆さま、こんにちは。コミュニティグループの中野です。
今回は、直近のZoho CRMの機能アップデートの中から、
日本国内のユーザーの皆さまに関連する3つのアップデートをご紹介します。
チームごとのデータ分析、カレンダーの表示、カスタムボタンの設定が、これまでより使いやすくなりました。
目次
- 詳細分析でチームタブを選択可能に
- カレンダーの時間間隔をカスタマイズ
- レイアウト編集画面からカスタムボタンを作成
1. CRM の詳細分析でチームタブを選択可能に
Zoho CRMのチームタブを、「詳細分析（Advanced Analytics）」の対象として選択できるようになりました。
これまで選択できた標準タブやカスタムタブに加えて、Zoho Analyticsの設定画面からチームタブを選択し、
チームタブのデータやメモ、項目をレポートや分析に活用できます。
チームタブのデータを詳細分析に追加することで、たとえば以下のようなレポートやダッシュボードを作成できます。
- チームやメンバーごとの完了タスク数
- チームごとの平均対応時間や業務負担
- 各チームが対応したデータやチケットの件数
- チーム別の成立商談や対応した見込み客の件数
- 複数のチームをまたぐ顧客対応プロセスの進捗
これまで手作業でデータを分類したり、CRMからデータをエクスポートしたりしていた場合は
チームごとの状況をより継続的に確認しやすくなります。
営業、導入支援、サポートなど、複数のチームが顧客対応に関わっている組織では、
チーム間の引き継ぎや業務量を確認する際にも活用できそうです。
設定：
［設定］ > ［マーケットプレイス］ > ［Zoho］ > ［Zoho CRMの詳細分析］ に移動します。
［Zoho CRMの詳細分析］ ページで、 ［設定］ をクリックします。
［Zoho Analytics設定］ ページで、次の手順を実行します。
- タブから項目を選択します。
- 同期の時刻を設定します。
- ［保存］ をクリックします。
適用範囲：
すべてのデータセンターで有料版を利用しているすべてのユーザー
※チームタブを詳細分析の対象に追加した後、必要なレポートやダッシュボードを手動で作成します。
関連情報：
2. カレンダーの時間間隔をカスタマイズ
Zoho CRM のカレンダーで、日表示と週表示の時間間隔を変更できるようになりました。
カレンダーの設定に「時間の間隔」が追加され、以下の5種類から選択できます。
- 5分
- 10分
- 15分（標準設定）
- 30分
- 1時間
これまで、カレンダーの日表示は15分間隔で固定されていました。
そのため、5分や10分の予定を続けて登録すると、予定が重なって見えたり
時間を把握しにくくなったりすることがありました。
今回のアップデートにより、業務内容に合った時間間隔でカレンダーを表示できるようになりました。
たとえば、以下のような場面で活用できます。
- 短時間の診察や確認を行う医療機関
- 顧客へのフォロー電話が多い営業・サービスチーム
- 短時間の相談を連続して行う教育機関やカウンセリング業務
- 30分や1時間単位で予定を確認したいユーザー
適用範囲：
US（米国）、JP（日本）、EU（ヨーロッパ）、AU（オーストラリア）データセンター（2026年7月21日時点）
※時間の間隔を短くすると、一度に画面上へ表示できる時間の範囲が狭くなります。1日全体を確認する際は、スクロールする量が増える場合があります。
関連情報：
3.レイアウト編集画面からカスタムボタンを作成
タブのレイアウト編集画面から、カスタムボタンを直接作成・管理できるようになりました。
これまでは、「タブのカスタマイズ」画面にある「ボタン」タブからカスタムボタンを作成・管理していました。
今回のアップデートにより、レイアウトを編集しながら、同じ画面内で以下の操作を行えます。
- カスタムボタンの追加
- ボタンの並べ替え
- 不要なボタンの削除
- ボタンの配置やその他の設定
カスタムボタンは、データの作成画面、編集画面、詳細画面の上部などに配置できます。
また、関連リストのヘッダーに配置すると、関連リスト内で選択したデータに対して
処理を実行する一括操作ボタンとして利用できます。
たとえば、カスタムボタンには以下のような処理を設定できます。
- 連絡先の住所をGoogle マップで表示
- 別のCRMタブに関連するデータを作成
- 外部サービスとデータを連携
- 関数を実行して定型的な処理を自動化
レイアウトを確認しながらボタンを追加・並べ替えられるため、「どの画面のどこにボタンを表示するか」を
イメージしやすくなります。
適用範囲：
エンタープライズプラン、アルティメットプラン／JP（日本）、CA（カナダ）、SA（サウジアラビア）データセンター／
カスタムボタンをサポートしているタブ（2026年7月13日時点）
カスタムボタンをサポートしているタブ（2026年7月13日時点）
※データ画面上では、レイアウト編集画面で設定した順番にボタンが表示されます。
ユーザーは、よく利用するボタンをピン留めし、ピン留めしたボタンの順番を変更できます。
関連情報：
いかがでしょうか。ご利用環境に該当する機能がありましたら、ぜひ試してみてください！
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