【Zoho CRM】直近のアップデートまとめ＋データのロック機能のリリース

【Zoho CRM】直近のアップデートまとめ＋データのロック機能のリリース

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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直近では以下のアップデートが行われました。
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今回は上記に加え、データのロック機能のリリースについてご紹介します。
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◎データのロック機能のリリース

今回リリースされたデータのロック機能では、手動または特定の条件を満たした場合に自動的にデータをロックすることができます。これにより、データに対する変更を制限できます。また、ロックしたデータに対して実行する処理を設定できます。
今回リリースされたデータのロック機能は、以下のようなケースで活用できます。
  • 商談が受注、または失注のステージに達した場合、組織の他のユーザーによる商談や連絡先データの編集や削除を防ぎたい。
  • 商談がレビューのステージに達したタイミングで、上位の役職のユーザーがデータを確認する必要があるため、ステージがレビューの間はデータの編集を制限したい。
  • 新規登録された見込み客データを精査する際に、データの編集や削除を一時的に許可できないようにしたい。
    など……
当方でUIを確認しましたので、紹介いたします。

■ データのロック機能の設定について

データのロック機能を設定するには、設定 ＞ カスタマイズ ＞ タブと項目の順に進み、データのロック機能を設定したいタブの表示名を選択して、「データのロックの設定」を選択します。



データのロックの設定で、ロックする方法を選びます。（手動 / 自動）
ここで自動のオプションをオンにすると、ロックを発動する条件を設定できます。



設定画面では、データをロックする方法やロックを発動するためのルール以外にも、以下の項目を設定できます。
  • データをロックする対象：ロックを適用する権限を設定します。
  • 制限する操作：ロック中に制限する操作を選択します。
  • 編集を許可する項目：ロック中でも編集が可能な項目を設定できます。


なお、データのロック権限を持つユーザーは、データの詳細画面から手動でロックできます。



■ データがロックされた場合

データがロックされると、データの画像とデータの詳細画面内にロックアイコンが表示されるようになります。ロック時に編集できる項目は、変更を許可した項目のみとなります。



データの一覧画面では、ロックされたデータに対しロックアイコンが表示されます。
さらに、リストビューではデフォルトのフィルターオプション（＝「ロック中」）だけでなく、デフォルトのカスタムビュー（＝「ロック中のすべての（タブ名）」）に基づくフィルタリングも可能です。





機能に関する詳細については、弊社サポートチームのFAQをご確認ください。

あわせて、本社のフォーラム投稿もご参照ください。
▼ Introducing the locking option for CRM records

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。
  • データのロック機能：エンタープライズプラン
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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れます。
また、フォーラム全体ではなく、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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