【Zoho CRM】ポータル機能に関するアップデート：ウィザードに対応

【Zoho CRM】ポータル機能に関するアップデート：ウィザードに対応

弊社サポートチームからの情報をもとに、Zoho CRM の最新アップデート情報をお送りします。
━━━━━━━━━━━━━━━━━━━━━━━━━━
▼ Zoho CRM の最新アップデート情報：https://zurl.co/Or8g
━━━━━━━━━━━━━━━━━━━━━━━━━━

今回は、ポータル機能のウィザード対応に関するアップデート情報をご紹介します。
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●【Zoho CRM】ポータル機能に関するアップデートのお知らせ：ウィザードに対応しました。
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Zoho CRM の「ポータル」を使用すると、顧客や代理店がZoho CRM の一部の情報にアクセスできるようになります。共有する情報が選択できるので、必要なデータのみを外部の顧客や代理店に表示できます。また、データの作成・編集権限や、メモや添付ファイルの追加権限を付与することも可能です。

ポータル、ウィザードについての基本情報は以下よりご確認ください。
・ポータルの設定： https://zurl.co/UPCE
・ウィザード：https://zurl.co/MPVm


本アップデートにより、ポータル内のユーザーの種類ごとに、タブ内の特定のウィザードを選択して表示できるようになりました。

検証結果は以下の通りです。ご確認ください。

■ ウィザードの設定画面

設定 > カスタマイズ > ウィザードの順に進み、ウィザードの設定画面で、特定のポータルユーザーの種類にウィザードへのアクセスを許可しておきましょう。これにより、ポータルの設定画面でレイアウトの選択が可能となります。





■ ポータルの設定画面

設定 > チャネル > ポータル の順に進み、ウィザードを表示させたいポータルユーザーの種類をクリックして、「ポータルで使用するタブの設定」を編集します。該当のタブの「レイアウト」で表示させたいウィザード名を選びます。



表示させたいウィザードはあらかじめ作成、保存を行う必要があります。また、ウィザードのステータスが無効な場合はレイアウトに表示されません。




あわせて、本社のフォーラム投稿もご参照ください。
▼ Wizard support extended for portals

毎週Zoho サービスのお役立ち情報を掲載中。以前のTips and Tricksにてポータル機能を掲載しています。
▼ Tip#100【Zoho CRM】ポータルを設定して外部のユーザーと連携する 

今回紹介した機能は以下のプランからご利用になれます。
  • ポータル：エンタープライズプラン
  • ウィザード：エンタープライズプラン
…………………………………………………………………………………………………………
Zoho Japan Communityのオンラインフォーラムのフォローをぜひ、よろしくお願いします！

フォローいただくと、フォーラムの最新投稿をメールでおしらせします。


気になるサブフォーラムだけの通知を受け取ることも可能です。
1. 例えばTips and Tricksの投稿通知のみを受け取りたい方は、サブフォーラムから"Tips and Tricks"のページに移ってください。
2. Tips and Tricksのフォローボタンをクリックしてください。

…………………………………………………………………………………………………………




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