【Zoho CRM】データのエクスポート機能に関するアップデート(エクスポートデータ数の上限増加など)

【Zoho CRM】データのエクスポート機能に関するアップデート(エクスポートデータ数の上限増加など)

こんにちは!サポートチームが作成した「Zoho CRM のアップデート情報」の中から1つ取り上げて紹介します。

データのエクスポート機能に関するアップデートのお知らせ:https://zurl.co/BqeM
*当機能はZoho CRM 全てのプランでご利用いただけます。

◾アップデート内容

1.エクスポートの上限数が200,000件に
これまで各タブのエクスポートデータ数は最大3,000件が上限でしたが、(それ以上のデータをエクスポートするには、レポート機能やバックアップ機能を利用)最大200,000件までエクスポートできるようになりました。
以下2つの方法から操作が可能です。

・設定→[データ管理]のエクスポート
・(New / 以下画像) データをエクスポートしたいタブへアクセス>処理>エクスポート


2.その他のアップデート
上記の他にも、さまざまなアップデートが加えられました。例えば「出力したいデータ・項目だけを選択してエクスポート」できるようになりました。

・カスタムビューや独自の条件を設定し、エクスポートするデータを選択


・項目一覧から、エクスポートしたい項目を1件ずつ選択 


その他のエクスポート機能のアップデート内容、制限事項はこちらをご参考ください。

いかがでしょうか。アップデートされたエクスポート機能、ぜひ確認してみてくださいね。
この投稿が参考になりましたら、フォーラムの記事の👍ボタンより、ぜひリアクションをお願いします!

●Zoho CRM アップデート情報は以下ページにて随時更新中! https://zurl.co/jKTM

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