【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中野です。
一部を抜粋してご紹介します。

キオスク機能とは？
特定の処理を行うための専用画面（キオスク）をノーコードで作成できる機能です。
自社の業務プロセスにあわせた画面の表示、タブをまたいだ処理などが可能です。

本アップデートにより、キオスクの柔軟性と操作性が大きく向上しました。
詳細について以下より確認しましょう。

＜目次＞
  1. データ取得機能：「データ選択不要」のデータ表示
  2. 「データ取得」が単独の要素として利用可能に
  3. 単一データ／複数データの詳細を画面要素から表示
  4. 新しい処理 - リンクを開く&データを開く
  5. キオスクの複製


1. データ取得機能：データ選択不要のデータ表示

これまでのデータ取得機能では、表からデータを選択することが必須でした。
今回のアップデートにより、「選択の設定」オプションにより、ユーザーは
データの扱い方法を以下の３つより選択できるようになりました。

新しく追加された「選択の設定」オプション

　1, 「選択が必須の内容」： チェックボックスが表示され、データの選択が必要となる、デフォルトのオプションです。
　2,「選択が任意の内容」: チェックボックスは表示されますが、選択は必須ではなくスキップすることができます。
　3,「表示のみ」： データの一覧のみが表示され、選択はできません。


2.「データ取得」が単独の要素として利用可能に

これまで、「データ取得」は、必ず「画面」などの要素の中に配置しないと使えず、設定や使い方が制限されていました。
また、複数の画面で使い回すと、表示設定もすべて共通になるため、細かいカスタマイズが難しいという課題がありました。

今回のアップデートでできるようになったこと
・「データ取得」を画面・分岐・処理の一部とすることなく、単独の要素としてデータを取得できるようになりました。
・「データ取得」には、事前定義された表示設定がありません。ユーザが画面内で「データ取得」を使用することを選択した場合、
その特定のユースケース用に表示設定が表示されます。


また、「データ取得」は使い回すと表示設定がすべて同じになっていましたが、1つの「データ取得」要素を、
画面ごとに異なる表示設定で再利用できるようになりました。


例：
・ある画面では「姓」だけを表示
・別の画面では「電話番号」だけを表示
このように、用途に合わせた表示内容の切り替えが柔軟にできるようになっています。


3.単一データ／複数データの詳細を画面要素から表示

単一データでも複数データでも、それぞれの詳細をキオスク画面上から直接確認できるようになりました。
これにより、キオスクの操作を中断することなく、必要な情報にすばやくアクセスできます。
「データ取得」設定時に、詳細表示オプションを有効にすることで使用できます。



4.新しい処理 - リンクを開く&データを開く

キオスク内の操作性を高めるため、「リンクを開く」と「データを開く」を追加しました。
これにより、キオスクの流れを止めずに、外部ページやデータの詳細にアクセスできるようになりました。
・リンクを開く：ユーザーが外部URLに移動可能に。
・データを開く：ユーザーがキオスクから直接データにアクセス可能に。

※キオスクと同じタブでリンク／データを開くことはできません。



5.キオスクの複製

既存のキオスクを複製して、再利用やカスタマイズが可能になりました。
ユーザーは、元のキオスクに影響を与えることなく、複製されたバージョンを変更することが可能になります。

キオスクの複製が可能な場所
　1. キオスクビルダー内： キオスクの設定を編集または確認中に直接複製します。
　または
　2. キオスクの一覧画面： 一覧画面から簡単にキオスクを複製できます。




適用範囲：すべてのユーザー
いかがでしょうか。キオスク機能をお使いのユーザーさんは、ぜひ試してみてください！
……………………………………………………………………………………………………………………
＋＋Zoho オンラインフォーラムに投稿された情報を、いち早くGETしませんか？＋＋
Zoho Japan Community フォーラムの右側「フォローする」ボタンをクリックいただくと、最新の新着投稿やコメントをメールでお送りします。
興味のあるサブフォーラムの投稿のみ通知を受け取ることも可能です。
※フォーラムトップから興味のあるサブフォーラムを選択し、「フォローする」をクリックしてください。

コミュニティのイベント情報も当フォーラムでお知らせ予定ですので、ぜひフォローをお願いします！





        • Recent Topics

        • Report showing Bill Details with Project and Sales Invoice Number

          Hi There, I am hoping that someone can help, I am looking for report that can show the bill and expense details along with project its as assigned to and the invoice number that the sales has been raised in. The goal is I can filter a customer/project

        • Advanced Payment for Inventory Items with serial numbers

          Hello, We sell equipment that we track the unique serial numbers on using Sales Orders. We can charge the customers an advanced payment, then the balance on delivery. We cannot figure out a way to do this in Books/Inventory: - Cannot part invoice a SO

        • Is it possible to restrict ZCRM user to see only custom views created by administrator

          I have segmented data in my CRM and I want to allow different users to be able to see only parts of it based on some criteria. I've tried to create and share a custom view, but then there is always an option for user to see all open lead for example.

        • Issues Logging into ZOHO

          Hello, one of my coworkers is having issues logging into ZOHO, she has requested a code when entering and the email is correct but she has not received the code. can you help us with this?

        • Google Fonts Integration in Pagesense Popup Editor

          Hello Zoho Pagesense Team, We hope you're doing well. We’d like to submit a feature request to enhance Zoho Pagesense’s popup editor with Google Fonts support. Current Limitation: Currently, Pagesense offers a limited set of default fonts. Google Fonts

        • Add Popup Rejection Metrics to Reports

          Hello Zoho PageSense Team, We would like to request improved reporting for popup interactions. Current Limitation: PageSense currently provides conversion data, but there is no clear visibility into: Popup rejections Popup closes (✕ button clicks) Dismissals

        • Ability to Reset / Reinitialize Popup Cookies

          Hello Zoho PageSense Team, We would like to request the ability to manually reset popup cookies. Current Limitation: At the moment, it is not possible to initiate a new popup cookie from the our side. Visitors who rejected or closed a popup will not see

        • Control Popup Cookie Expiration Duration

          Hello Zoho PageSense Team, We would like to request an enhancement related to popup cookie management. Current Limitation: Currently, PageSense popup cookies remain active for 365 days, and this duration cannot be modified by us. If a visitor closes or

        • Clone / Export Popup Design Across PageSense Projects

          Hello Zoho PageSense Team, We hope you’re doing well. We would like to request an enhancement that allows popup designs to be reused across different PageSense projects. Problem Statement: Currently, Zoho PageSense allows popups to be duplicated only

        • Are there settings for hyperlinks?

          Clicking a hyperlinked cell in Sheet creates this little pop-up with the actual hyperlink inside. Is it possible to have a 1-click link where if you click the cell it opens the link directly with no pop-up?

        • Automatically include all ticket attachments in the ticket resolution email

          Hello Zoho Community, We are implementing Zoho Desk in a real customer-facing production environment and have run into a limitation that is becoming a blocking requirement for our clients. The problem When a ticket is closed or resolved, Zoho Desk sends

        • Keep Zoho People Feature Requests in the Zoho People Forum

          Hello Zoho People Product Team, Greetings. We would like to submit a feature request regarding the handling of feature requests themselves, specifically for Zoho People. Issue: Feature Requests Being Moved to Zoho One Zoho People feature requests are

        • Can I write a check in Zoho Books with no associated bill?

          This currently does not seem possible, and I have a client that desperately needs this function if I am able to convert them with Quickbooks. Thank you in advance for your reply. 

        • Finding text within a ticket: Expand All or Search this Ticket

          The auto-collapse feature within a ticket is nice for screen scrolling, however it makes it difficult to find text within the ticket if the email is collapsed. In fact you cannot find text if it is collapsed. I would like to propose a feature that allows

        • Books & Desk. Client mapping

          Hi, I’ve been using Zoho Books for several years and am now looking to improve my customer service. I'm experimenting with Zoho Desk and want to sync and map my client data from Zoho Books. However, it seems that mapping requires both contacts to have

        • String handling

          If I cut a currency string from a quote and try and paste it into the Deal "Amount", it will fail unless I manually delete any commas. Dollar signs are no problem, but comma's seem to fail. Please correct this Input Validation error.

        • Allow Stripe Credit Card and Stripe ACH payment methods to be enabled separately on an invoice.

          I need to be able to pick at the invoice level whether Stripe Credit Card and/or Stripe ACH payment methods are available. Currently, I'm not able to select from the two Stripe payment methods individually on an invoice. However, there are some larger

        • SKUs for Invoices, POs, etc.

          It doesn't appear that one can enable SKU display on invoices, POs, etc. This is problematic, and I don't see a good reason why this shouldn't be an option. Some of our vendors and customers use this in their system. Every other identifier code is available

        • Feature Request - Allow Customers To Pick Meeting Duration

          Hi Bookings Team, It would be great if there was an option to allow customers to pick a duration based on a max and minimum amount of time defined by me and in increments defined by me. For example, I have some slots which are available for customers

        • YouTube Live streaming? how to? Zoom has this feature, built-in. Can't find it on zoho meetings.

          YouTube Live streaming? how to? Zoom has this feature, built-in. Can't find it on zoho meetings.

        • Feature Request - A Way To Search Item Groups

          Hi Inventory Team, I can't find any way to filter or search by fields of Item Groups. It would be great to see that functionality added. I have a use case where a single product might come from 5 or more suppliers and each supplier's item is an Item in

        • Feature Reqeust - Include MPN In Selectable FIelds

          I have noticed that the MPN is not available to show in the list view of Items. Please consider adding it as EAN, UPC and ISBN are all available, so it doesn't make much sense to exclude this similar option. Thanks for considering my feedback.

        • Feature Request - Option To Hide Default System Fields on Items

          Hi Zoho Inventory Team, As far as I know it is not possible to hid some of the defult system fields on Items, such as UPC, MPN, EAN, ISBN. A good use case is that in many cases ISBN is not relevant and it would be an improved user experience if we could

        • Making an email campaign into a Template

          I used a Zoho Campaign Template to create an email. Now I want to use this email and make it a new template, but this seems to be not possible. Am I missing something?

        • Campaigns does not work!

          I am running into so many problems trying to use Zoho Campaigns, that I am seriously considering dropping the app from my (shrinking) list of Zoho applications I actually use. Apart from having to fight the software trying to create a design and email,

        • Feature Request - Make Available "Alias Name" Field In Item List View

          Hi Zoho Inventory Team, I have noticed that the "Alias Name" field does not appear on the list of selectable columns in the Customise Columns feature in the Items module. This would be very useful to see for businesses who are using the Alias Name field

        • product name field issue-n8n

          Hey guys, I have a question. I want to create a new product using the workflow. The problem is with the product name field; I don't know how to fill it in. The workflow starts with retrieving information from the leads table, retrieving links to scrape

        • Unable to produce monthly P&L reports for previous years

          My company just migrated to Books this year. We have 5+ years financial data and need to generate a monthly P&L for 2019 and a monthly P&L YTD for 2020. The latter is easy, but I'm VERY surprised to learn that default reports in Zoho Books cannot create

        • How to filter Packages in zoho inventory api

          Hi Team, I want to perform some tasks in a schedular on the packages which are in "Shipped" state. I tried to use filter_by in my api call but in return I get response as {"code":-1,"message":"Given filter is not configured"} My Api request is as follows

        • CRM

          Is anyone else experiencing this issue? Our company is not moving out of using Gmail's web app. It just has more features and is a better email program than Zoho Mail. Gmail has an extension (Zoho CRM for Gmail) that we're using but we've found some serious

        • Syncing with Google calendar, Tasks and Events

          Is it possible to sync Zoho CRM calendar, task and events with Google Calendar's tasks and events. With the increasing adoption by many major tool suppliers to sync seamlessly with Google's offerings (for instance I use the excellent Any.do task planning

        • How can i view "Child" Accounts?

          It can be very useful in our field of business to know the parent-child account relationship. However, there seems to be a shortcoming in the parent account view: no child account list. How can we view the child accounts per each account?

        • Ability to assign Invoice Ownership through Deluge in FSM

          Hi, As part of our process, when a service appointment is completed, we automated the creation of the invoice based on a specific business logic using Deluge. When we do that, the "Owner" of the invoice in Zoho FSM is defaulted to the SuperAdmin. This

        • Easily perform calculations using dates with the new DATEDIF function

          Hey Zoho Writer users! We've enhanced Zoho Writer's formula capabilities with the new DATEDIF function. This allows you to calculate the difference between dates in days, months, and years. Function syntax: =DATEDIF(start_date, end_date, unit) Inputs:

        • Adding Comments Using Workflows - How to Change User Attributed

          We have worklflows in Desk where a comment is added to a ticket based on certain criteria. It seems that the comment added is always attributed to the user who last edited the workflow. This does not make sense for us because: - It's misleading to other

        • Add Attachment Support to Zoho Flow Mailhook / Email Trigger Module

          Dear Zoho Support Team, We hope you are well. We would like to kindly request a feature enhancement for the Mailhook module in Zoho Flow. Currently, the email trigger in Zoho Flow provides access to the message body, subject, from address, and to address,

        • Conect chat of salesiq with zoho cliq

          Is there any way to answer from zoho cliq the chat of salesiq initiated by customers?

        • Les dernières avancées en saisie de données et collaboration

          Après une année dédiée à la recherche et au développement, notre équipe est prête à dévoiler des améliorations majeures pour Zoho Sheet. Ces nouveautés seront lancées par étapes afin d’en assurer une prise en main optimale. Nous commençons avec des fonctionnalités

        • Rich Text For Notes in Zoho CRM

          Hello everyone, As you know, notes are essential for recording information and ensuring smooth communication across your records. With our latest update, you can now use Rich Text formatting to organize and structure your notes more efficiently. By using

        • Implement Meeting Polls in Zoho Bookings

          Dear Zoho Bookings Support Team, We'd like to propose a feature enhancement related to appointment scheduling within Zoho Bookings. Current Functionality: Zoho Bookings excels at streamlining individual appointment scheduling. Users can set availability

        • Next Page