【Zoho CRM】ウィザード機能に関するアップデート

【Zoho CRM】ウィザード機能に関するアップデート

ユーザーの皆さま、こんにちは。コミュニティチームの中野です。
今回は「Zoho CRM アップデート情報」の中からウィザード機能に関するアップデートについて紹介します。

Zoho CRMのウィザードは、担当者がフォームに情報を入力していくだけで、CRM にデータを登録できるようにします。入力された情報に応じて、表示されるフォームが自動で切り替わっていくため、担当者は目の前のフォームに答えていくだけで、登録に必要な情報を揃えることができます。

本アップデートで、ウィザードに2つの新機能が追加されました。
・「ウィザードを作成する」オプション
・データの保存前に「概要を表示する」オプション

「ウィザードを作成する」オプション
ウィザードを作るときに、「白紙」 「ウィザードを作成する」の2種類の方法から選べるようになりました。


「ウィザードを作成する」を選択すると、選んだレイアウトからセクションと項目を選択できるページに移ります。

「ウィザードを作成する」オプションの特徴
レイアウトからセクションと項目を選択することで、素早くウィザードを作成することができるようになりました。

ウィザード画面は、選択したセクションと項目に基づいて作成されます。
最後の画面には「保存する」ボタンがあらかじめ含まれており、ウィザードを最低限の設定で使い始められます。

実際の画面はこちら



「概要を表示する」オプション
入力したデータを保存する前に、内容の確認ができるよう、「概要を表示する」オプションを追加しました。
「概要を表示する」オプションでは、データの保存前に、入力したデータすべてを確認することができます。

もし概要を確認してデータの変更が必要になった場合は、概要の各セクションにある「編集」ボタンをクリックするだけで、簡単にその入力画面に戻ることができます。

「概要を表示する」オプションを有効にするには、ウィザードの「保存する」ボタンを設定するときに、「概要を表示する」にチェックを入れる必要があります。




「概要を表示する」オプションでは、概要を表示させるタイミングを3種類から選択できます。
１、作成：新しいデータを作成するときに概要を表示できます。
２、編集：データを編集するときに概要を表示できます。
３、作成と編集：データを作成するときと編集するときに概要を表示できます。

このオプションを設定すると、「保存する」ボタンをクリックしたときに、概要のポップアップが表示され、保存前にデータの概要を確認することができます。


注意点：
カスタムボタンで、「このボタンを使用してデータを保存する」にチェックを入れている場合、ボタンをクリックすると最初に概要ページが表示されます。
カスタムボタンで実行する処理は、概要ページの「保存する」ボタンを押したときに実行されます。

適応環境：すべてのプラン、すべてのデータセンター

いかがでしょうか。ウィザード機能を利用中のユーザーさんはぜひ試してみてください。

●Zoho CRM アップデート情報は以下ページにて随時更新中！

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