【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。
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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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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
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◎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

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


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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。

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