【Zoho CRM】ユーザー項目に関するアップデート：役職や所属しているユーザーグループに関するフィルターの適用など

【Zoho CRM】ユーザー項目に関するアップデート：役職や所属しているユーザーグループに関するフィルターの適用など

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、Zoho CRM にて、次の機能がアップデートされました。

① ユーザー項目：役職や所属しているユーザーグループに関するフィルターの適用
② ユーザー詳細画面：所属しているグループの表示

詳細はこちらのFAQをご参照ください。
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以下、各機能のアップデートに関する詳細を紹介します。

① ユーザー項目：役職や所属しているユーザーグループに関するフィルターの適用

これまではデータの検索を行うフィルターにて、ユーザーを指定してデータの条件を定義することができました。
（例）データの担当者を条件に追加して、見込み客のデータを検索する



このたびのアップデートにより、ユーザー項目の新しいフィルター条件が3つ追加されました。追加された条件は、以下の通りです。
  • 役職に関連付けられている
  • 役職に関連付けられていない
  • グループに関連付けられている
今回のアップデートは、ユーザーの役割やユーザーグループに基づいたデータを取得できるようにすることで、よりニーズに合った結果を抽出するために行われました。

※役職やユーザーグループについての基本情報は、以下をご参照ください。
追加された条件は、以下の箇所で利用可能です。

■ カスタムビュー


■ 詳細フィルター


※「グループに関連付けられている」という条件は、詳細フィルターでのみ利用可能です。（2023年6月26日現在）

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② ユーザー詳細画面：所属しているグループの表示

今回のアップデートにより、ユーザーの詳細情報画面からユーザーがどのグループ（所属先、部門など）に関連付けられているか、確認できるようになりました。

設定 ＞ ユーザーと権限 ＞ ユーザー の順に進み、特定のユーザーの詳細に表示されているグループの欄に記載されています。



この機能アップデートは、すべてのデータセンターの組織に適用されています。

これらの機能の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。

▼ Two new enhancements in Zoho CRM: Introducing new criteria for user fields and displaying group information in users page

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。
  • 役職や所属しているグループに関するフィルターの適用：無料プラン
  • 関連付けられているグループの表示：無料プラン
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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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