【Zoho CRM】キオスク機能のアップデート

【Zoho CRM】キオスク機能のアップデート

ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。
Zoho CRMのキオスク機能のアップデートを紹介します。これまで以上に柔軟性が増し、データ処理が高速化されたことで、リアルタイムのデータ取得が可能になりました。

目次

  1. クライアントスクリプトで、キオスクをどこからでも起動が可能に
  2. 新規データ作成処理を使用してキオスク実行中にデータをリアルタイムで取得
  3. データ取得画面における新しい機能強化   

1. クライアントスクリプトで、キオスクをどこからでも起動が可能に

キオスク向けクライアントスクリプトのサポート（第一段階）がリリースされました。これにより、Zoho CRM内のどこからでも、クライアントスクリプトを使ってキオスクの直接起動が可能です。

また今回のアップデートでは、全バージョン共通の一意な識別子として「統合API名」を導入しました。キオスク作成時にこのAPI名を設定することで、管理・追跡が簡単になり、クライアントスクリプトとのスムーズな連携が可能です。

1.1  クライアントスクリプトを使用するには

まずは、「キオスク」機能を設定画面から開いて、キオスクを作成しておく必要があります。　
今回は、見込み客タブの詳細にキオスク画面が表示されるよう設定します。 「見込み客タブ」→「連絡先タブ」へ変換される処理も合わせて設定してください。
（添付動画をご参照ください）



次に、［設定］＞［開発者向け情報］＞［クライアントスクリプト］＞［コマンド］の順に移動し、キオスクを起動するためのコマンドを作成します。
ここでのポイントは、冒頭に記載したとおり、統合APIを利用することです。
キオスク側で「Convert_Leads」という名前のAPIを作成しているため、クライアントスクリプト側にも同じAPIを設定します。


作成後は、コマンドパレットまたはキーボードショートカットを使って、CRM内の任意のタブからキオスクを開くことができます。
以下の動画内では、「Convert Leads」の名前で設定したキオスク画面が表示されています。「完了」ボタンを押すことで、キオスクで設定した処理通りにそのまま「連絡先タブ」へ移行しています。

 

2. 新規データ作成処理を使用してキオスク実行中にデータをリアルタイムで取得    

2.1 - 標準の設定（既存データ処理）

データ作成処理は保持され「標準の設定」に名前が変更されます。キオスクの実行時に、データが自動で作成されます。固定値、または前の画面で入力したデータを指定値として設定できます。

2.2 - 「ユーザー入力を使用する」（新規データ処理）

本アップデートにより、管理者がキオスクでデータ作成を設定する手順が大幅に簡素化されました。管理者権限を持つユーザーは、キオスクの実行中にデータを作成できるように選択できます。
「かんたん作成」の画面を使用することで「項目の複製」「関連付け」などの連携を行う必要がなくなり、より効率的に設定を行うことが可能です。

加えて、キオスクの実行中にリアルタイムでデータを作成できます。実行中にポップアップ表示される「かんたん作成」画面に値を入力するだけで、タブに新しいデータを追加できます。
キオスク設定画面を開き、「処理」＞「データの作成」＞「ユーザー入力を使用する」の順で選択します。



今回は「見込み客タブ」のデータ内でのキオスク実行中に、入力用のポップアップが表示されるように設定します。

今回の設定要件

  • データ詳細タブを開くと、現在の「見込み客のステータス」が表示される
  • 「次へ」ボタンを押すと、ステータスを変更するための入力画面がポップアップで表示される
以下の動画は「ユーザー入力を使用する」機能を使い、「見込み客タブ」のデータ詳細画面で表示されるように設定した画面です。



キオスク設定画面での動画は以下になります。「画面（緑のアイコン）」＞「ユーザー入力を使用する（オレンジのアイコン）」の順で遷移するように設定しています。キオスクの設定画面上でも、プレビューで設定後の表示内容が確認可能です。


 3. データ取得画面における新しい機能強化   

タブから「すべてのデータ」の取得が可能になりました。「データの一部」または「すべてのデータ」を選択可能です。


3.1 新しいページの切り替え機能により、より多くのデータを表示  

データ取得画面にページ切り替えボタンを追加したことで、データをより素早く見つけられるようになりました。


3.2 データ取得の画面でデータを検索／フィルタリング  

キオスクに新たに追加されたこの機能を使えば、データ取得の画面でデータをすばやく見つけることができます。



3.3 データ選択数の上限の引き上げ  

選択できるデータ数の上限が10から100に増えました。



補足：キオスクをスタンダードプランでも利用できるようになりました。   

Zoho CRMのスタンダードプランを含むすべての有料プランでキオスク作成機能をご利用いただけるようになりました。Zoho CRMの各プランにおけるキオスク作成数の制限については、以下の表をご覧ください。
 
スタンダード
プロフェッショナル
エンタープライズ
アルティメット/ CRM Plus / Zoho One
キオスクの作成数
2
7
25
50
 

 いかがでしょうか。CRMをご利用中のユーザーさんは、ぜひ試してみてください！

https://zurl.co/jKTM

Info適用範囲：すべてのデータセンター、すべてのユーザー
……………………………………………………………………………………………………………………

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