【Zoho CRM】重複データの検索と統合機能に関するアップデート：検索条件に使用する項目の編集など

【Zoho CRM】重複データの検索と統合機能に関するアップデート：検索条件に使用する項目の編集など

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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今回は、重複データの検索と統合機能に関するアップデート情報を紹介します。
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■ Zoho CRM の重複データの検索と統合とは？

Zoho CRM では、特定の項目を重複禁止項目に設定することで、重複データの作成を抑制することができます。

重複禁止項目についての基本情報は、以下よりご確認ください。

このような設定を行って重複データの登録を防ぐように対策することもできますが、Zoho CRM にすでに登録されている重複データにおいては、重複データの個別検索と統合機能、または重複データの一括検索と統合機能を使用して、重複データをまとめることができます。

重複データの統合機能についての基本情報は、以下よりご確認ください。
今回、Zoho CRM の重複データの検索と統合機能にいくつかのアップデートがありました。当方で実際に設定したUIを、以下に掲載いたします。

■ 検索条件に使用する項目の編集

これまで、重複データの個別検索と統合機能では、重複データの検索に使用する項目を選択できませんでした。
今回のアップデートで、項目の追加や削除だけでなく、必要な項目を選択することができるようになりました。これにより、重複データをより正確に抽出することができます。




■ 商談タブとカスタムタブでの重複データの管理

以前の重複データの個別検索と統合機能、および重複データの一括検索と統合機能は、見込み客、取引先、連絡先、仕入先タブでのみ利用可能でした。
今回のアップデートで、商談やカスタムタブでも使用できるようになりました。これにより、Zoho CRM の組織全体で重複データをより効率的に統合できるようになりました。

商談タブ







カスタムタブ






そのほかのアップデート情報や機能の詳細については、弊社のFAQにて掲載しております。ぜひそちらについてもご確認いただけますと幸いです。

また、本社のフォーラムにも今回のアップデートに関する投稿がございます。こちらもご参照ください。
▼ Improvements to finding and merging duplicate records 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。

  • 重複データの個別検索と統合：無料プラン
  • 重複データの一括検索と統合：プロフェッショナルプラン

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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ることができます。

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