【Zoho CRM】ユーザー項目に関するアップデート：ユーザーのアクセス権の変更

【Zoho CRM】ユーザー項目に関するアップデート：ユーザーのアクセス権の変更

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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今回は、ユーザー項目に関するアップデート情報を紹介します。
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Zoho CRM では、要件に応じてさまざまなデータの種類のカスタム項目を追加できます。その中の「ユーザー項目」を利用すると、複数のユーザーに対して、特定のデータにおける共同担当者の権限を付与できます。共同担当者は、必要に応じてデータの更新/削除などが可能です。 この機能は、例えば以下のようなケースで役立ちます。

  • ある特定の商談の対応に、チーム内の複数の営業メンバーや、他部門の社員からの協力が必要になる
  • 商談の担当者が長期休暇に入ってしまい、他の担当者がデータを確認しなければならない
  • 連絡先の担当者が退職することになり、その引き継ぎの際に複数の社員がデータを担当することになった
    など……

このような場合にユーザー項目を使用すると、データに複数の担当者を設定できます。ユーザー項目についての基本情報は、以下よりご確認ください。


今回のアップデートで、ユーザー項目におけるユーザーのアクセス権を、すべての権限、表示/編集、表示のみに設定することが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。


ユーザー項目に、以下の権限が追加されています。
  • すべての権限
  • 表示/編集
  • 表示のみ

これにより、担当者として追加したユーザーに対して必要な操作権限のみを付与することができます。

こちらの活用方法や詳細については弊社サポートチームのFAQにて掲載しています。ぜひこちらの記事をご確認ください。
また、本社のフォーラムにも投稿がございます。こちらもご参照ください。

▼ More controls for User Fields in CRM

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。
  • ユーザー項目（カスタム項目）：エンタープライズプラン
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Zoho Japan Communityのオンラインフォーラムのフォローをよろしくお願いします！

フォーラムをフォローすると、新着投稿やコメントの通知をメールで受け取ることができます。
また、特定のサブフォーラムの新着投稿の通知のみを受け取ることも可能です。

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▼ オンラインフォーラムのフォロー方法はこちら

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Zoho ユーザーによる活用のノウハウやアドバイスなど、運用やサービスの使いこなしに役立つ情報が満載です。ぜひこまめにチェックしてみてくださいね！
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