【Zoho CRM】ポータル機能に関するアップデート

【Zoho CRM】ポータル機能に関するアップデート

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。
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▼ Zoho CRM の最新アップデート情報：https://zurl.co/Or8g
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このたびの機能アップデートにより、Zoho CRM のポータルにおける以下の機能が追加されました。
  • ポータルユーザーのメールアドレスの変更
  • メールテンプレートのカスタマイズ
  • 「未認証のユーザー」内における新たなカテゴリーの設置
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◎Zoho CRM のポータルとは？
ポータルとは、顧客や代理店がZoho CRM の一部の情報にアクセスできる機能になります。共有する情報は選択できるので、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。

▼ 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： https://zurl.co/4Yi5
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◎ポータルユーザーのメールアドレスの変更

今回の機能アップデートにより、既存のポータルユーザーのメールアドレスを変更することができるようになりました。メールアドレスを変更すると、該当のポータルユーザーに対して確認メールが送信されます。
変更後のメールアドレスに届いた確認メールから、Zoho CRM のポータルへログインできます。



◎メールテンプレートのカスタマイズ

「招待の承諾/Accept Invitation」、「メールアドレスの認証/Confirm Email Address emails」用のメールをカスタマイズできるようになりました。今回の機能アップデートにより、利用できるようになったカスタマイズオプションは以下の通りです。
  • 言語に応じたメールテンプレートのカスタマイズ
  • デフォルトの差出人、返信先メールアドレスの設定
  • 件名の変更
  • メール本文に関するカスタマイズ（差し込み項目の使用やフォントのポイント、スタイル、色、背景、配置の調整など）
  • ポータルユーザーの招待を承諾するボタン、またはリンクの設定



◎「未認証のユーザー」内における新たなカテゴリーの設置

ユーザータブから確認できる「未認証のユーザー」は、さらに「招待が未承諾の」「ログインが保留中の」という2カテゴリーに分類されるようになりました。

招待を承諾していない新規のポータルユーザーは「招待が未承諾の」、メールアドレスの変更に関する確認メールを受信した既存のポータルユーザーが新しいメールアドレスを認証していない場合は「ログインが保留中の」のカテゴリーに表示されます。




日本語で詳細を解説した記事がありますので、以下に共有いたします。

▼ サポートポータルFAQ【Zoho CRM】ポータル機能に関するアップデートのお知らせ

あわせて、本社のフォーラム投稿もご参照ください。
▼ New enhancements: Changing portal users' email addresses and new customization options for templates

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

今回紹介した機能に関連するオンラインヘルプはこちら

・ポータルの設定： https://zurl.co/UPCE

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