【Zoho CRM】一覧表示ビューに関するアップデート

【Zoho CRM】一覧表示ビューに関するアップデート

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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このたび、一覧表示ビューに関する複数のアップデートがありましたのでお知らせします。一覧表示ビューとはデータのシンプルな表です。データにアクセスしやすくするために、一覧表示ビューには、並び替えオプション、列の管理、フィルタリングなどのオプションが用意されています。今回お知らせするアップデートの内容は以下の5つとなります。

１、各データに対する通話や予定の作成などの処理追加
２、並び替え/並び替え解除オプションに関する変更
３、活動に関するバッジ表示の保持／削除
４、任意の項目列の固定/固定解除
５、フィルターの保存ボタンの配置変更

これらを当方で試したところ、以下のように表示されました。

１、各データに対する通話や予定の作成などの処理追加
各データに表示される三点リーダーをクリックすることで、データに関連するタスクや通話、予定の作成などの処理を追加できるようになりました。



２、 並び替え/並び替え解除オプションに関する変更
各表示項目列のヘッダーに並び替えオプションが配置され、データを昇順・降順に並べ替えられるようになりました。



３、 活動に関するバッジ表示の保持／削除
一覧表示ビューでは、データに関連する活動ごとに、リボンのような活動バッジ（活動ラベル）が表示されます。これまでは項目列のスペースで確認できました。
今回のアップデートで、一覧表示ビューでの活動バッジを表示／非表示にすることができるようになりました。右上の「列の管理」から「表示する列を変更する」を選択すると設定できます。



４、 任意の項目列の固定/固定解除
列を固定化できるオプションを追加しました。項目列を固定すると、選択した項目列がリストビューの左側に移動し、画面の遷移中に参照しやすくなります。



５、 フィルターの保存ボタンの配置変更
これまで、タブ内のフィルターでフィルター条件を適用すると、「フィルターを適用する」オプションと同じ場所に「フィルターを保存する」オプションが表示されていました。今回のアップデートで、「フィルターを保存する」オプションは、一覧表示ビューの上部に表示されるようになりました。



日本語で詳細を解説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】一覧表示ビューに関するアップデートのお知らせ

あわせて、本社のフォーラム投稿もご参照ください。
▼ UI Enhancements in list view for Zoho CRM

今回の機能アップデートは、すべてのデータセンター、すべてのユーザーに対し適用されています。また、紹介した機能は無料プランからご利用になれます。

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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。


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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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