【Zoho CRM】キオスク機能の紹介

【Zoho CRM】キオスク機能の紹介

こんにちは、コミュニティチームの鳥越です。
電話連携の投稿では、ご質問およびナレッジを共有いただいたユーザーさんありがとうございます！電話連携は、こちらのコンテンツも参考になるかと存じます、ぜひご覧ください。

さて今回は、Zoho CRM アップデート情報の中から以下を取り上げます。
*適応環境：エンタープライズプラン以上

◆キオスク機能とは？
特定の処理を行うための専用画面（キオスク）をノーコードで作成できる機能です。自社の業務プロセスにあわせた画面の表示、タブをまたいだ処理などが可能です。

◆キオスク機能の特徴は？
Zoho CRM で似たようなことができる機能は他にもありますが、キオスクの特徴は以下を合わせたものだと感じています。

ーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーー
　CRM のさまざまな画面から、キオスクを呼び出せる
　作成したアプリは、詳細画面だけでなく、ビューの一覧画面、ホーム画面などさまざまな場所に置くことができます。
　
　キオスク専用の項目を作成できる
　キオスクで処理を行うためのアプリ内だけの項目を作成でき、その項目値をもとに処理を行うことができます。
　※CRM組織として新しく項目は作成されません。
　

　タブを横断したデータの取得や処理ができる
　他のタブのデータを取得できたり、複数のタブにおける処理を設定できます。
　
Zoho CRM 他機能（ブループリントやコマンドセンターなど）との違いについては、以下の記事もご参考ください。

ーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーー

キオスクの作成例として、車販売業界における試乗予約のキオスクを作成してみました！(以下動画）


＜その他キオスク機能に関する情報＞

いかがでしょうか。該当プランのユーザーの方はぜひ触ってみてくださいね。
また、既にキオスク機能をご利用の方は、活用例の共有をぜひお待ちしています！

◆Zoho CRM のアップデートは以下のページにて随時更新中！

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

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