【Zoho CRM】ホーム画面、設定のコピーに関するアップデート:権限単位でのホーム画面の共有など

【Zoho CRM】ホーム画面、設定のコピーに関するアップデート:権限単位でのホーム画面の共有など

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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今回は、ホーム画面と設定のコピーに関するアップデート情報を紹介します。

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●【Zoho CRM】ホーム画面、設定のコピーに関するアップデートのお知らせ

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■ Zoho CRM のホーム画面とは?

 

Zoho CRM のホーム画面(ホームタブ)では、Zoho CRM における活動やデータに関して、ユーザーごとに必要な情報をすばやく確認できます。ホーム画面はカスタマイズが可能なので、タスクや予定、商談といったさまざまなタブのデータやグラフを自由に表示できます。これにより、ホーム画面をチェックするだけで、営業活動の状況を把握できます。

 

ホーム画面についての基本情報は、以下よりご確認ください。

  • ホーム画面のカスタマイズ:https://zurl.co/90i1

 

今回、ホーム画面、設定のコピーにいくつかのアップデートがありました。当方で実際に設定したUIを掲載します。


■ 権限単位でのホーム画面の共有

 

以前のホーム画面は役職ごとに共有範囲を設定することができましたが、

今回のアップデートにより、役職のみでなく、権限単位でもホーム画面を共有できるようになりました。

 


 

■ 複数のユーザー用ホーム画面

 

以前は、ユーザーが確認できるホーム画面は一つだけでしたが、

今回のアップデートで、最大10個のホーム画面にアクセスできるようになりました。

 



■ ダッシュボードのカスタマイズのコピー

 

カスタマイズ設定のコピーの対象にダッシュボードが追加されました。これにより、分析設定をコピー元アカウントからコピー先アカウントに複製することができます。

 

カスタマイズ設定のコピーの基本情報は、以下よりご確認ください。

  ・カスタマイズ設定のコピー:https://zurl.co/oIn0

 

ただし、連携機能に関するダッシュボード、営業成果の傾向ダッシュボード、営業活動の傾向ダッシュボードなど、特定のダッシュボードは設定のコピーには含まれず、お気に入り設定やダッシュボード共有の詳細も含まれません。

 

留意点や詳細については、弊社のFAQにて掲載しておりますので、必ずご一読ください。

 

また、本社のフォーラムにも今回のアップデートに関する投稿がございます。こちらもご参照ください。

 

▼ Introducing profile-based home page sharing, multiple home pages and copy customization for dashboards in CRM

https://help.zoho.com/portal/ja/community/topic/introducing-profile-based-home-page-sharing-multiple-home-pages-and-copy-customization-for-dashboards-in-crm

 


今回紹介した機能は以下のプランからご利用になれます。

  • ホーム画面の表/グラフ:無料プラン
  • 設定のコピー:スタンダードプラン

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

Zoho Japan Communityのオンラインフォーラムのフォローをよろしくお願いします!

 

フォーラムをフォローすると、新着投稿やコメントの通知をメールで受け取ることができます。

 

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▼ オンラインフォーラムのフォロー方法はこちら


 


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Zoho ユーザーによる活用のノウハウやアドバイスなど、運用やサービスの使いこなしに役立つ情報が満載です。ぜひこまめにチェックしてみてくださいね!

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