【Zoho CRM】請求書タブに関するアップデート：商談タブのルックアップ項目の追加

【Zoho CRM】請求書タブに関するアップデート：商談タブのルックアップ項目の追加

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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今回の機能アップデートにより、Zoho CRM の請求書タブに商談タブのルックアップ項目（商談名項目）が標準項目として追加されました。

これまでの請求書タブは、初期設定の段階では取引先タブと連絡先タブのルックアップ項目が設置されていましたが、商談タブのルックアップ項目はありませんでした。そのため、商談のデータを請求書に関連づけたい場合は、請求書タブに商談タブのカスタムルックアップ項目を追加する必要がありました。
今回のアップデートで、商談のルックアップ項目を設置する手間が省け、請求書作成時に商談を直接関連付けられます。



また、見積書タブと受注書タブには、取引先タブと連絡先タブのルックアップ以外に、デフォルトで商談タブのルックアップ項目が設置されていました。ただし、見積書や受注書を請求書に変換する際、見積書や受注書に関連付けられた商談のデータは、自動的に変換されませんでした。
今後は、見積書や受注書から請求書へ変換する際に、商談情報をそのまま引き継げます。



日本語で詳細を説明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】請求書タブに関するアップデートのお知らせ：商談タブのルックアップ項目が標準項目として追加されました。

あわせて、本社のフォーラム投稿もご参照ください。
▼ Deal lookup field is now available for Invoices module in CRM

以前紹介したタグの使用に引き続き、さらにサンドボックスの機能が強化されました。
より使いやすくなったZoho CRM をぜひお試しください。

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。

・請求書タブ：プロフェッショナルプラン

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

・請求書の作成： https://zurl.co/rfsr
・請求書の管理： https://zurl.co/0BBT
・請求書の標準項目： https://zurl.co/CHVz

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