【Zoho CRM】フィルター機能に関するアップデート：関連タブとサブフォーム内の項目でデータのフィルタリングが可能に

【Zoho CRM】フィルター機能に関するアップデート：関連タブとサブフォーム内の項目でデータのフィルタリングが可能に

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。

今回は「Zoho CRM アップデート情報」の中からフィルター機能に関するアップデートについて紹介します。

 

今回の機能アップデートにより、関連タブやサブフォーム内の項目タブで、データをフィルタリングできるようになりました。

 

この機能アップデートは、現在、JP（日本）、AU（オーストラリア）、CN（中国）のデータセンターに属する組織に対し適用されています。
他のデータセンターの組織に対しては、順次適用予定です。（2024年10月1日現在） 

Zoho CRMでは、詳細フィルターを使用して各タブのデータを迅速に絞り込むことができます。業種や役職、商談の総額など、特定の項目でフィルタリングし、その後、必要な処理を実行できます。しかし、これまで他タブやサブフォームを使ってのフィルタリングはできませんでした。

今回のアップデートにより、以下のような条件でデータをフィルタリングできるようになりました。

  • 特定の金額以上の商談を持つ連絡先

  • 今期作成された進行中の商談がない連絡先

  • 受注商品サブフォームに特定の商品や数量を含む受注書

    詳細については、以下をご確認ください。

関連タブによるフィルター
関連タブに基づいて、タブ内のデータをフィルタリングできるようになりました。
例えば、商談を持つ連絡先をフィルタリングできます。結果をさらに絞り込むために、条件に関連タブの項目を追加できます。

 

例えば、以下のような連絡先データを見つけることができるようになりました。

１、商談がある　２、特定のステージの商談がある　３、特定のステージの商談があり、最後の活動が先月にある
４、商談がない　５、特定のステージの商談がない　６、最後の活動が先月に行われたが、特定のステージの商談がない

  

 

サブフォームによるフィルター  

サブフォームデータの有無でフィルタリングできるようになりました。さらに、サブフォームの項目を使用して条件を追加し、必要なデータを正確に見つけることができます。

 

例えば、次のような受注書データをフィルタリングすることができます。

 

１、受注商品がある　２、特定の受注商品がある　３、特定の数量の特定の受注商品がある

４、受注商品がない　５、特定の受注商品がない　６、特定の数量の特定の受注商品がない

 


 

 

留意事項  
最大3つのサブフォームまたは関連タブを選択できます。  
各サブフォームまたは関連タブのフィルターには最大5つの項目を選択できます。   

本アップデートの詳細はこちらからも確認できます。ぜひ試してみてください。

 

●Zoho CRM アップデート情報は以下ページにて随時更新中！

https://zurl.co/jKTM

 

……………………………………………………………………………………………

 

＋＋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Topから興味のあるサブフォーラムをクリック後「フォローする」をクリック）

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！

 

●︎Zoho Japan Community フォーラム  を見る

 






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