【Zoho CRM】メール機能に関するアップデート

【Zoho CRM】メール機能に関するアップデート

ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。
今回は「Zoho CRM アップデート情報」の中からメール機能に関するお知らせをご紹介します。


これまで、Zoho CRMから直接送信されたメールにはユーザー権限が適用されておらず、役職に関係なくすべてのユーザーがメールにアクセスできました。
一方、IMAPやPOPサーバー経由で管理されているメールには権限設定が可能でしたが、CRM内で送信された個別メールや一括送信メールなどは全ユーザーに共有されていました。

今回のアップデートにより、メール機能に新たなメールのアクセス権および共有に関する設定オプションが追加され、以下のことが可能になりました。

  1. 標準アクセス権限の導入

  2. メールの下書きにおける変更点

  3. メールの送信予約における変更点

  4. レポートにおける変更点

以下でそれぞれの詳細をご紹介します。


1. 標準アクセス権限の導入 

［セキュリティ管理］＞［役職と共有］＞［データ共有設定］から、Zoho CRM内で送信されたメールのアクセス権を設定できるようになりました。

デフォルトでは「組織内共有（表示／編集／削除）」が適用されていますが、以下の3つの選択肢から選ぶことができます。

  • 「非公開」
  • 「組織内共有（表示のみ）」
  • 「組織内共有（表示／編集）」

「表示」はメールの閲覧を許可し、「編集」は返信や転送、下書きや予約メールの編集を可能にします。

「削除」は下書きや予約メールの削除が許可されます。



それぞれのアクセス権限でできることは以下の通りです。

  • 非公開: メールは担当者（メールを送信したユーザー）と、その上位役職のユーザーのみが閲覧・返信が可能です。上位のユーザーは必要に応じてアクセスができます。

  • 組織内共有（表示のみ）: CRM内の全ユーザーが他のユーザーのメールを閲覧できますが、返信や転送、下書きの編集、削除に関しては担当者および上位役職のユーザーのみが実施可能です。同じ役職やそれ以下のユーザーは閲覧のみ、その他の操作はできません。




  • 組織内共有（表示／編集）: 全ユーザーがメールを閲覧でき、下書きや予約メールに対して返信・転送・編集が可能です。ただし、メールの削除はできません。





  • 組織内共有（表示／編集／削除）: 全ユーザーがメールを閲覧し、返信・下書きや予約メールの編集および削除が可能です。


 2 .     メールの下書きにおける変更点

下書きの担当者は、直接編集・送信が可能です。
他のユーザーは閲覧専用となりますが、編集権限がある場合は［編集する］ボタンから編集できます。


 管理者または権限の高いユーザーが他のユーザーの下書きを編集する際は、所有権が譲渡されることを示す通知がポップアップ表示されます。



3.  メールの送信予約における変更点

これまでは、送信予約メールの編集は担当者のみ可能でしたが、アップデート後は他のユーザーも編集できるようになりました。 


 4.  レポートにおける変更点

アップデート前は、全ユーザーが他のユーザーのメールデータを閲覧可能でしたが、アップデート後はアクセス権限を持つメールレポートのみ閲覧可能になりました。

ただし、この権限はメールがレポートの基準タブに選択されている場合のみ適用されます。他のタブが基準タブの場合は、そのタブの権限が優先されます。



Info適応環境：全てのユーザー、全てのデータセンター

いかがでしょうか。メール機能を利用中のユーザーさんはぜひ試してみてください。

https://zurl.co/jKTM

……………………………………………………………………………………………

 

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