【Zoho CRM】キオスク機能の紹介

【Zoho CRM】キオスク機能の紹介

こんにちは、コミュニティチームの鳥越です。
電話連携の投稿では、ご質問およびナレッジを共有いただいたユーザーさんありがとうございます!電話連携は、こちらのコンテンツも参考になるかと存じます、ぜひご覧ください。

さて今回は、Zoho CRM アップデート情報の中から以下を取り上げます。
*適応環境:エンタープライズプラン以上

◆キオスク機能とは?
特定の処理を行うための専用画面(キオスク)をノーコードで作成できる機能です。自社の業務プロセスにあわせた画面の表示、タブをまたいだ処理などが可能です。

◆キオスク機能の特徴は?
Zoho CRM で似たようなことができる機能は他にもありますが、キオスクの特徴は以下を合わせたものだと感じています。

ーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーー
 CRM のさまざまな画面から、キオスクを呼び出せる
 作成したアプリは、詳細画面だけでなく、ビューの一覧画面、ホーム画面などさまざまな場所に置くことができます。
 
 キオスク専用の項目を作成できる
 キオスクで処理を行うためのアプリ内だけの項目を作成でき、その項目値をもとに処理を行うことができます。
 ※CRM組織として新しく項目は作成されません。
 

 タブを横断したデータの取得や処理ができる
 他のタブのデータを取得できたり、複数のタブにおける処理を設定できます。
 
Zoho CRM 他機能(ブループリントやコマンドセンターなど)との違いについては、以下の記事もご参考ください。

ーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーー

キオスクの作成例として、車販売業界における試乗予約のキオスクを作成してみました!(以下動画)


<その他キオスク機能に関する情報>

いかがでしょうか。該当プランのユーザーの方はぜひ触ってみてくださいね。
また、既にキオスク機能をご利用の方は、活用例の共有をぜひお待ちしています!

◆Zoho CRM のアップデートは以下のページにて随時更新中!

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

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