【Zoho CRM】キーボードショートカット機能導入のお知らせ

【Zoho CRM】キーボードショートカット機能導入のお知らせ

こんにちは！弊社サポートチームの情報をもとに、Zoho CRM のアップデート情報を紹介します。
今回は、キーボードショートカット機能について取り上げます。
 
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●キーボードショートカット機能導入のお知らせ：https://zurl.co/Ftxq
*この機能は無料プラン、
全てのデータセンターでご利用いただけます。(2023年10月時点)
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■ どのようなことができるの？
Zoho CRM における操作において、今までマウスで行っていたさまざまな設定やデータへの移動を、ショートカット機能を利用し効率的に行うことができます。
例：タブの切り替え、データの選択、特定の機能への移動する際など
 
以下動画にて、ショートカット機能の設定および「商談中の顧客へメールを送る」という一連の操作を、ショートカット機能を利用しながら行ってみました。


 
 
実際に利用した所感としては、
ショートカットの操作に慣れればCRM における業務をより素早く簡単に操作でき、日々の業務が少し楽になるような気がします......！
 
 
■ 設定手順・注意点
 
・キーボードショートカット機能は「設定 > "一般"の個人設定 > キーボードショートカット」より設定・確認できます。
・デフォルトでは、キーボードショートカット機能は無効です。
・一般的な操作のショートカット群は標準で用意されていますが、好みや運用に合わせて一部カスタマイズが可能です。
・「チャットボックスの表示/非表示」と 「通知を開く 」ショートカットは、CRM PlusとZoho OneプランのCRMではサポートされていません。
 
その他ご利用にあたっての注意点・情報は、冒頭で紹介した記事のほか、本社ヘルプなどもご確認ください。
　ー本社Zoho CRM ヘルプ(英語)：Keyboard Shortcuts in Zoho CRM
　ー本社Zoho CRM  コミュニティフォーラム(英語)：Introducing Keyboard Shortcuts for Zoho CRM
 
 
Zoho CRM をご利用の方であれば、どちらのプランでも使える機能ですし、設定も簡単です。
ぜひ、試してみてくださいね。
 
▶︎その他のZoho CRM アップデート情報はこちら

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

＊＊Zoho Japan Communityのフォーラムに投稿された情報を、いち早くGETしませんか？＊＊
 
︎Zoho Japan Community フォーラムの右側「フォローする」ボタンをクリックいただくと、最新の新着投稿やコメントをメールでお送りします。
フォーラムのフォロー、ぜひよろしくお願いします！
 
⚫フォロー手順の動画はこちら：https://zurl.co/1EbT

 




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