【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

        • 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

        • Office 365 and CRM mail integration: permission required

          Has anyone run into this weird problem? My email server is Office 365. When I try to configure Zoho CRM to use this server, a Microsoft popup window opens requesting user and password. After entering that, I get a message in the Microsoft window saying

        • Deluge - Can't get phone number SalesIQ

          Hey folks, I’m building a custom plug for SalesIQ that’s supposed to register leads into Zoho CRM. The SalesIQ chat is being implemented on WhatsApp, and in my plug I’m using this line: mobile_clean = session.get("phone").get("value"); From what I understand,

        • Zoho Desk - Community

          As a regular user of Zoho Cares Community I would really love to see the publish date of articles. For example, when I look at Announcements, it would be very beneficial to see which ones were posted recently, over those which have just and a recent comment.

        • access to quartz for my customers

          Hi how can I have access to the application quartz you use for us to send you screen rocording, this feature would be immensely useful for our customers support https://quartz.zoho.com/

        • Issue with Inline Images in Email Reply via Zoho Desk API

          Hi, I am attempting to send inline images in an email reply using the Zoho Desk API, but the images are not being displayed inline for the recipient. I have followed this documentation: https://desk.zoho.com/DeskAPIDocument#Uploads https://desk.zoho.com/DeskAPIDocument#Threads#Threads_SendEmailReply

        • How to search a value stored in a subform?

          Hello, We store serial numbers in subforms but now we would like to be able to search the values to be able to easily find the record with the serial number. I saw that it's not possible to search such values through global search but is it possible to do it an other way? Thank you,

        • Field Dependency Not Working on Detail Page in Zoho Desk

          Hi Support Team, I’ve created field dependencies between two fields in Zoho Desk, and they are working correctly on the Create and Edit layouts. However, on the Detail page, the fields are not displaying according to the dependencies I’ve set — they appear

        • How do the keyword critera work?

          Hi, I'm working on automated assignment of tickets based on keywords. How does this feature work? Where does this criteria look for keywords - email address, subject, email body? Can you please clarify this as I want to avoid overlapping with criteria

        • Error: Unsupported content type: text/html;charset=UTF-8 after tryeing to get the token for n8n automation

          I am working on ZOHO Desk automation and need to get the ZOHO auth token for n8n I have created the app in ZOHO Desk API, got client id and client secret. Added all data required to get a token in n8n. After I sign in with my ZOHO credentials in ZOHO

        • Improving Collaboration Features in Zoho Portal

          Hello Zoho Community, I’ve recently started exploring Zoho services and I’m really impressed with the wide range of features. However, I feel there is still room for improvement in the collaboration area. For example, it would be really helpful if we

        • Automated Shopify Emails Not Being Delivered

          I have an ecommerce store with Shopify. I recently set up my email to be served through Zoho. Since doing this, customers are not receiving some of our automated emails from Shopify itself. Our initial email that confirms their purchase goes through but our Shipping Notification that is automatically sent out upon fulfillment is not going through. Sometimes we get a notice that it's been classified as spam, sometimes nothing. I can send/receive email via Outlook on my desktop and I can send/receive

        • Send a campaign to one recipient.

          Very often I speak to a customer and they say they didn't see my email (maybe it went in Junk, maybe they deleted it). Anyway, I just want to go into the Campaign and send it to one person. You already have a feature very close to this - when sending a Test. While developing a campaign, I can send tests to anyone. Why can't we have this AFTER  the campaign has been sent? I know, there's a caveat, and that's in the use of merge tags. Most of the time I only use FNAME, but maybe you could check if

        • Try FSM again for our business

          We already have our customers individual equipment in CRM with serial numbers, install dates, warranty length and importantly next service which is generally 2 years. a month before the service date is due we get get a report and send out service reminders.

        • Get Cliq Meetings in my O365 calendar

          Hi, we are currently evaluating to replace the Teams Messaging and Meetings with Cliq. We currently still have all our email and calendars in O365. What i want to achieve is, to create a (ZOHO) meeting from Cliq and have this meeting added to my Outlook/O365

        • Issue with Zoho Help Portal – Tickets Missing or Not Answered

          Hi, How are you? I think there may be an issue with the Zoho Help Portal. I opened a few tickets directly in the help portal a some time ago but never received any response I also opened ticket 148356451 by email. I did receive a reply to it, but the

        • DUNS & Bradstreet and Credit risk monitoring integration with Zoho books

          Small businesses not being paid by bigger clients and clients of all sizes is a huge problem. It will be nice if Zoho develops integration with DUNS & Bradstreet(D&B) and Credit risk monitoring integration with Zoho books. That have small businesses can

        • Zoho Forms - Form Rules based on attachment fields

          Many businesses use forms to collect documents and images from customers. In many cases, you may want to trigger a notification or other automation based on whether or not an attachment was added. I've noticed that attachment fields do not appear in Rules

        • Can't open draft email for editing

          Last night I started composing an email and I let it save in drafts. This morning I want to continue working on the email. It is in my Drafts folder but it will not open. The only option there is to delete it. This is not the first time it has happened. On previous occasions I have just deleted the draft and started afresh, but I really want this one back. Windows 10 with Pale Moon 28.10.0 browser.

        • Open filtered deals from campaign

          Do you think a feature like this would be feasible? Say you are seeing campaign "XYZ" in CRM. The campaign has a related list of deals. If you want to see the related deals in a deal view, you should navigate to the Deals module, open the campaign filter,

        • Change scheduling emails time

          When sending an individual email there is a great feature to schedule them to send later. I could only use the one time that is suggested. Is there a way to select another time? Regards, Glenn

        • Zoho CRM: how can I control which contacts to sync with Outlook?

          I was just playing around syncing contacts from Zoho to MS Outlook (MS365 account.) The problem is our firm has hundreds of thousands of contacts and I don't want to bury my contacts list in outlook. Any help with this is greatly appreciated.

        • How to overcome limitations in meetings

          As a company, one of our deliverables is a meeting between two other companies, where we act as facilitators. So, if we recorded this meeting  in Zoho CRM, it should be connected to 2 accounts, 2 contacts, and 1 campaign (a campaign, in our use, is the

        • Different MRP / Pricing for same product but different batches

          We often face the following situations where MRP of a particular product changes on every purchase and hence we have to charge the customer accordingly. This can't be solved by Batch tracking as of now so far as I understand Zoho. How do you manage it as of now? 

        • Add a 'Log a Call' link to three dot icon in Canvas

          Hi, There's a three dot element when creating a canvas called 'More'. I would like to modify this to add a link that says 'Log a Call' in order to quickly record the details of a cellphone call. I'd also like this to be a simple 'contact' selection and

        • Syncing Zoho Forms with Bigin - Embedding issue?

          Hello everyone, I created a Zoho Form for a page on my GoDaddy website to collect leads, which then transfers the data to Bigin. However, I'm facing an issue where it doesn't seem to work properly. I've integrated Zoho Forms with Bigin and tried embedding

        • Can not add fields to a Section

          I feel like I'm missing something obvious: I can add new Sections to my form but I can not add fields to the Sections. I've tried fields already on the form as well as dragging and dropping new fields into the Section but nothing will go into it. What

        • Record Logged in User while using CRM lookup field

          Is it possible, while using the Zoho CRM lookup field, to automatically use the user account logged into Zoho CRM in a hidden field? I was hoping to add employee accounts to my current plan. But would like a record on the Form submission of who submitted

        • Form Rules for Suburb Categories to alternate landing pages or Making a Fields Contents ALL CAPS

          I need to send differentform submissions to two to three different thank-you URLs (for Meta/Google pixels) depending on which suburb a user selects in a form. I have ~400 suburbs split into two categories (A and B, based on business value). Current challenges:

        • Collaps Notes

          There are times when long/large notes are added to a record i.e. Accounts or Deals etc. Currently, the full note is displayed in the notes related list section. It would be great if by default only 5 to 10 rows of the note are displayed when the note

        • Zoho Down

          I have a drop in my Zoho One services.

        • Runing RPA Agents on Headless Windows 11 Machines

          Has anyone tried this? Anything to be aware of regarding screen resolution?

        • Problem for EU users connecting Zoho CRM through Google Ads for Enhanced conversions

          Has anyone else experienced this problem when trying to connect Zoho CRM through Google Ads interface to setup enhanced conversions? Did you guys get it fixed somehow? The Problem: The current Google Ads integration is hardcoded to use Zoho's US authentication

        • Why am I getting event Pop-up Notification for events that have been cancelled?

          Why is Calendar Notification still popping up for events that have been cancelled or changed? Each time events are cancelled or changed, I have observed that I am still getting notifications for them. Below is a sample pop-up notification for one of the

        • Create a draft in reply to an email via Emails API

          Hi, I’d like to use the outgoing webhook to automatically create a draft reply to incoming mail. How can I use the Emails API to create a draft reply that is linked to an existing email thread? I couldn’t find the relevant method in the documentation.

        • India Tech Support

          Is there no phone tech support number for India? And no chat facility either?

        • Billing Management: #1 Billing a Universal Business Routine

          Hello, As the saying goes, "Do the hardest job first." We started with the complex subject of finance and revenue management, which is considered the backbone of any business. Now, let's shift our focus and take a deep dive into this Billing Management,

        • What is a a valid JavaScript Domain URI when creating a client-based application using the Zoho API console?

          No idea what this is. Can't see what it is explained anywhere.

        • 5名限定 課題解決型ワークショップイベント Zoho ワークアウト開催のお知らせ (9/25)

          ユーザーの皆さま、こんにちは。Zoho ユーザーコミュニティチームの藤澤です。 9月開催のZoho ワークアウトについてお知らせします。 今回はZoomにて、オンライン開催します。 諸事情につき、今月の開催回は中止となりました。 次回は10/31（金）14時からの開催を予定しています。 ━━━━━━━━━━━━━━━━━━━━━━━━ Zoho ワークアウトとは？ Zoho ユーザー同士で交流しながら、サービスに関する疑問や不明点の解消を目的とした「Zoho ワークアウト」を開催します。 Zoho

        • need a packing list feature

          In our business, goods listed on an invoice are packed in separate boxes and shipped off. for e.g. an invoice may have 10 items. each item could then be packed in different boxes depending on qty of each item. this packing list is as important as the invoice for purposes of shipping documents.  Request you to add this feature asap.

        • Next Page