【Zoho CRM】モチベーター機能に関するアップデート:役職に基づいた目標の公開範囲の制限とダッシュボードのUI

【Zoho CRM】モチベーター機能に関するアップデート:役職に基づいた目標の公開範囲の制限とダッシュボードのUI

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。
━━━━━━━━━━━━━━━━━━━━━━━━━━
▼ Zoho CRM の最新アップデート情報:https://zurl.co/Or8g
━━━━━━━━━━━━━━━━━━━━━━━━━━

このたびの機能アップデートにより、Zoho CRM のモチベーターにおける以下の機能が追加されました。
  • 役職に基づいた目標の表示
  • ダッシュボードのUIと機能変更
━━━━━━━━━━━━━━━━━━━━━━━━━━
◎役職に基づいた目標の表示

これまでは、Zoho CRM のモチベーターで設定された目標の進捗状況は、組織内におけるどのユーザーでも確認することができました。

今回のアップデートにより、「役職の階層に応じてこの目標を表示します。」のチェックをオンにすることで、組織の役職や所属しているチームに基づいて目標を表示する範囲を制限できるようになりました。
(※管理者権限を持つユーザーは、役職に関係なく目標を表示できます)



当方のアカウントでチェックをオンにして確認したところ、ユーザーの目標は特定のユーザーや役職の階層が高いユーザー、チームの目標は特定のチームに表示されるようになりました。


■ユーザーの目標


■チームの目標


◎ダッシュボードのUIと機能変更

ダッシュボードのUIに関しても、以下のアップデートがありました。
  • ダッシュボード要素の並べ替え
  • ダッシュボードエディター
  • ダッシュボードの新しい共有オプション
  • KPI、目標、ゲームメニューのオプションの追加
  • ディスプレイ用チャンネルでの変更点
こちらも試してみたところ、以下のように表示されました。

■ダッシュボード要素の並べ替え


■ダッシュボードの新しい共有オプション


今回の機能アップデートは、すべてのデータセンターのユーザーに適用されています。


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】モチベーター機能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。
▼ Enhancements to Motivator: Hierarchy-based targets, dashboard reordering, and more

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。
  • モチベーター:プロフェッショナルプラン

…………………………………………………………………………………………………………
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。


気になるサブフォーラムだけの通知を受け取ることも可能です。
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。

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


    Zoho Desk Resources

    • Desk Community Learning Series


    • Digest


    • Functions


    • Meetups


    • Kbase


    • Resources


    • Glossary


    • Desk Marketplace


    • MVP Corner


    • Word of the Day


      Zoho CRM Plus Resources

        Zoho Books Resources


          Zoho Subscriptions Resources

            Zoho Projects Resources


              Zoho Sprints Resources


                Zoho Orchestly Resources


                  Zoho Creator Resources


                    Zoho WorkDrive Resources



                      Zoho Campaigns Resources

                        Zoho CRM Resources

                        • CRM Community Learning Series

                          CRM Community Learning Series


                        • Tips

                          Tips

                        • Functions

                          Functions

                        • Meetups

                          Meetups

                        • Kbase

                          Kbase

                        • Resources

                          Resources

                        • Digest

                          Digest

                        • CRM Marketplace

                          CRM Marketplace

                        • MVP Corner

                          MVP Corner




                          Zoho Writer Writer

                          Get Started. Write Away!

                          Writer is a powerful online word processor, designed for collaborative work.

                            Zoho CRM コンテンツ






                              ご検討中の方

                                • Recent Topics

                                • Collaborative editing of spreadsheets by multiple users simultaneously - Is it really possible?

                                  I work in a SharePoint 2010/SharePoint Server 2010 environment and we use MS Office 2007(Excel 2007) . I have been trying to create a MS Office document which will allow multiple users to work on a spreadsheet simultaneously. For that I have: 1) Created a excel workbook and published as a workspace as suggested by Andrea Kalli in her link: http://www.wonderhowto.com/how-to-collaborate-files-between-sharepoint-and-office-2007-182172/ 2) Set up and saved the Excel Workbook as "Shared" and made it available
                                • Ability for customer to give feedback after receipt of an order

                                  Is there any way we can receive feedback from customers regarding their order after delivery (other than just an email, obviuosly)? This is not the same as product reviews, as it may concern other points, but would ideally have an inbuilt reference to
                                • Issue with EU MArketplace

                                  Hi It's super frustrating that many CRM / Zoho (whatever) extensions are not available in the EU Market place Example: https://marketplace.zoho.com/app/crm/time-tracker-extension-for-zoho-crm For now, can the team address the extension above, but on the
                                • Conversion of functions from Google Spreadsheets

                                  Hello! I use this formula "=QUERY(ResumoOrdemVencimento!A3:O38;"SELECT A,B,C,D,E,F,G,H,I,J,K,L,M,N,O WHERE C != '' ORDER BY C,G")" in Google Sheets but when importing my spreadsheet into Zoho Sheets the formula was not converted. The QUERY function brings data from another spreadsheet, and then I sort and apply conditional formatting. The order of data will change automatically as I update the source spreadsheet. What Zoho Sheets function is equivalent to QUERY? I have some other spreadsheets to
                                • Zoho Books Sandbox environment

                                  Hello. Is there a free sandbox environment for the developers using Zoho Books API? I am working on the Zoho Books add-on and currently not ready to buy a premium service - maybe later when my add-on will start to bring money. Right now I just need a
                                • Zoho Books | Product Updates | November 2024

                                  Hello users, We are back with exciting new features and enhancements in Zoho Books. From multi-criteria workflows to writing off customer opening balances, discover the new updates designed to make your bookkeeping swift. Attach XRechnung to Invoices
                                • Spell check sucks

                                  Come on guys, it's 2024 and your spell check is completely retarded. You gotta fix it.
                                • Signature image logo not displaying in recipient mail clients

                                  Whenever I send an email to another person the image that forms part of my logo is not displayed just a broken link to: https://mail.zoho.com/mail/ImageSignature?fileName=Email-log.jpg&accountId=47238000000007001&storeName=NN1:-3205531763309921492 I can see the logo because I've got a zoho account and I'm logged on but others without a zoho account can't see it. How do I fix this? Thanks -Martin
                                • Sales Order, what are the statuses under Confirmed and Closed

                                  Hi, I have to build a workflow in Deluge which should be triggered when Sales Order status is Confirmed or Closed. But these 2 states don't exist when you fetch a sales order. Which of the statuses are considered as Confirmed or Closed ? Here is a list
                                • Notifications for calendar meetings

                                  So we have been happy users for a few months now. This is an important problem we face, since I have forgotten meetings already cause of lack of notifications. The problem: I have notifications (email, popup and notifications) set for my calendar by default.
                                • attributed automatically database section

                                  Hello everyone and happy holidays... here in zoho CRM, I created 3 bases: - Properties (House, apartment ...) - Transactions (Notaries, ...) - Real estate ads I want when the address is identical on these three bases, that in "Properties" the transactions
                                • Reusuable Sections & Universal Brand Settings

                                  Zoho Email Campaign setups take longer than other software I've used because it doesn't have reusable sections or universal brand settings (fonts and colors). These enhancements should be added to help us create our campaigns more easily.
                                • Blockchain technology

                                  Blockchain technology is being used to revolutionize accounting and financial reporting. With blockchain, financial transactions are recorded on a decentralized ledger, making tracking transactions and verifying their accuracy easier. This technology
                                • Este domínio já está associado a esta conta

                                  Fui fazer meu cadastro na zoho e quando digitei meu domínio recebi essa mensagem que meu domínio estava associado a uma conta que eu nem faço idéia de quem seja. Como que faço pra resolver isso? Atenciosamente, Anderson Souza.
                                • not able to hit inventory api

                                  when i hit the api with my account keys and the access is provide by the client
                                • Remove County field from Customer Address input screen (or allow input to be deleted)

                                  We are in the USA and have just noticed that there is now a County field in the Customer Address input screen (and maybe other areas of Zoho Books, but this is the one affecting us at the moment). County is not important to our business, and in fact we
                                • 553 Relaying disallowed error

                                  Hi, I am receiving a "553 Relaying disallowed" error when sending emails to my domain email address which I have configured in Zoho. However, I am able to receive emails from my domain email to my gmail account. The SPF and MX entries are all configured
                                • Leads and Deals Issue

                                  Hi! Is Zoho having trouble today? I've been experiencing issues today. When I move a deal to closed/won, it previously would require a closing date but today the screen just went blur and the closing date did not pop up. And then under leads, I was trying
                                • !! URGENT My sent mail goes to spam

                                  I tested a few times and every time I send mail out it goes the recipients spam box.  Why is it marking my mail as spam? please help me ! thanks
                                • Event Time Zone in meeting invites are confusing users

                                  When sending calendar invites to internal and external users, the first section "Event Time Zone" is confusing people and they are automatically declining events. Can this section please be removed??? It already shows the correct time zone next to the
                                • Request For Quotation (RFQ) module

                                  Hello, Do you have any plans to implement a RFQ module in to ZOHO Inventory? I would like to chose items that I require a price for, select a number of different suppliers to e-mail and have them submit there pricing online. I would then like to see a
                                • Constant Sync Errors 🙄

                                  I'm constantly getting sync error notifications with no actual resolution. Also... I have folders and files with a (!) on the cloud icon, indicating it's not accessible. This has also led to the complete loss of certain folders. Like... the go missing!
                                • Display your zoho contact name when they call your mobile number

                                  As per the title If a contact calls the office number, the contacts name shows on mobile as long as I have their contact details registered in my crm. Is there a way that if the contact calls my mobile, their name can be displayed? Currently just their number shows when they call.
                                • In Zoho Projects, is there a way to create a folders template under documents that can be used once a project is created?

                                  We have a specific folder structure that we would like to use that is standard across every project. Instead of having to create this structure every time a project is created, is there a way to create a template for the folders that can be added?
                                • Custom view for Milestones

                                  Hi, Just an idea for the future... would it be possible to create custom views for the Milestones view under Work Overview ? I usually need to look at this view filtered by project group but the filter doesn't remain when navigating away. A custom view
                                • Zoho Books API Limit Is RIDICULOUS!!!!!!!!!!!!!

                                  The 2,500 API call limit in Zoho Books is about as useful as AOL dialup.  Seriously Zoho, not only can I use up 2,500 API calls in no time with my own app but YOUR OWN STUPID IPAD APP blows through them super fast too, so if any one of my clients wants
                                • javax.mail.authenticationfailedexception 535 authentication failed

                                  Hi, I am facing 535 authentication failed error when trying to send email from zoho desktop as well as in webmail. Can you suggest to fix this issue,. Regards, Rekha
                                • Out of Office not working

                                  I have set up out of office on zoho mail, however, it does not reply to every mail sent to it. I have tested it by sending several test messages from multiple different email accounts, I will get a response to some of them, but not all of them this is
                                • Always display images from this sender – Is this feature available?

                                  In Zoho mail, I had my "Load external images" setting set to "Ask me", and that's fine. That's the setting I prefer. What's not fine though is I always need to tick "Display now" for each email I get, regardless if I've done that multiple times from several
                                • Simplify your day-to-day sales operations with new List View actions

                                  Greetings everyone, Here are a few enhancements for quick actions in modular List Views that will make your day-to-day CRM operations much easier. List Views in modules display records in rows and columns based on set criteria, and are useful for presenting
                                • How to create a Field with answers as Yes, No> Further if no is selected a new field to be visible to give details

                                  Dear All, I am creating a feedback form in HR Letter. The question is were you satisfied with the work allotted. Expected answer to this is Yes, No. Further if the response is no, then a field to be give to fill more details as to why no was selected.
                                • Some emails are not being delivered

                                  I have this problem where some of my mail just seems to disappear. When I send it, it appears as sent with no mention of any problem, but my recipient never gets it, not even in the Spam folder. Same for receiving, I have a secondary e-mail address, and
                                • Unbilled Items Report?

                                  Hello! Is there any way to display a list of items that remain unbilled, without creating an invoice for each customer to see if the unbilled items box is displayed? ;-) Ben
                                • Making Calls Using ZDialer on Zoho Creator Widgets

                                  The Zdialer Browser Extension does not seem to recognize phone numbers on custom widgets. What is the best way to work around this?
                                • ALL sent mails from my zoho email id go to spam

                                  when we send emails out of Zoho as like Gmail , ALL mails go to spam... more than urgent to get a solution !!!!!!
                                • Não consigo enviar e nem receber e-mails

                                  Estou com problemas pra enviar e receber e-mails. Não consigo enviar (recebo uma mensagem de domínio inválido) e os e-mails que recebo estão voltando. Como devo proceder?
                                • Time Field

                                  Good Day, I have a question, when I save a draft and reload it. Why does the time field format keeps goes from hh:mm to hh:mm:ss? Is there a way I can force it to load to hh:mm only? I have tried example = totime(input.TimeField, "hh:mm") in the -created
                                • Receiving email problem

                                  I can send an email but can't receive from other platform like Gmail
                                • Mas de 48 horas sin correo

                                  Estimados, llevamos más de 48 horas sin poder recibir correo y en este periodo hemos recibido información confusa y lo mas relevante es que Zoho dice que esta todo bien y no encuentra el error. Como deben comprender el perjuicio de no contar con un correo
                                • Your account has been blocked due to security reasons.

                                  Hi everyone. Faced a problem that is wreaking havoc on my business! On December 14, blocked login via WEB, IMAP and POP3 with the reason of unusual activity, allegedly because of VPN/Proxy and suspicion that my account was hacked. I created a ticket to
                                • Next Page