【Zoho CRM】ウィザード機能に関するアップデート：検索欄（質問）の追加

【Zoho CRM】ウィザード機能に関するアップデート：検索欄（質問）の追加

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、ウィザード機能に関するアップデート情報を紹介します。
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■ Zoho CRM のウィザード機能とは？

Zoho CRM のウィザード機能は、データ入力を進めやすくするための機能です。 ウィザードを使用すると、データ入力用のフォームを複数の画面に分割し、段階的に入力項目を表示することができます。また。入力を中断する場合、そのデータを下書きとして保存し、後から入力を再開するように設定できます。
この機能を利用することで、入力項目が多いデータでも、スムーズに入力できるようになります。

ウィザードについての基本情報は、以下よりご確認ください。
■ アップデートされた機能（検索欄）について

今回のアップデートで、表示要素に検索欄（質問）が追加されました。
この機能を利用すると、検索欄に入力した値を特定のタブの項目でデータ検索して、その結果に基づいた特定の処理を実行することが可能です。



検索欄で入力した値に該当するデータが見つかった場合、実行可能な処理は以下の通りです。
  • 検索結果の一覧からデータを選択して、ルックアップ項目に反映する
  • 別の画面に移動する
  • 画面にウィジェットを表示する
  • ポップアップでメッセージを表示する
  • 表示要素（テキスト）にメッセージを表示する
  • 項目にメッセージを表示する

検索欄で入力した値に該当するデータが見つからない場合、以下の処理を実行できます。
  • 現在のタブまたは関連するタブにデータを作成する
  • 別の画面に移動する
  • 現在の画面にウィジェットを表示する
  • ポップアップでメッセージを表示する
  • テキスト要素にメッセージを表示する
  • 項目欄にメッセージを表示する

■ 検索欄の活用例

今回は連絡先タブに検索欄を設定した例を紹介します。例えば、以下の条件で検索欄を設定することができます。

（例）顧客の電話番号から、該当する取引先の企業を検索してデータに関連づける

検索欄
  • 要素の名前：電話番号（企業）
  • データの参照先（タブ）：取引先 
  • データの参照先（項目）：電話番号 




該当するデータにおける処理
  • 検索欄で入力した値に該当するデータが見つかった場合の処理：データ選択用の一覧を表示し、選択内容を［取引先名］の項目に反映
  • 検索欄で入力した値に該当するデータが見つからなかった場合の処理：取引先にデータを作成


まず、検索欄の”電話番号（企業）”項目に、取引先タブの"電話番号"項目の登録データの中から検索したい値（"045"）を入力して、項目の右に表示されている虫眼鏡マークをクリックします。



該当するデータが見つかると、データ選択用の一覧で表示されます。



選択した取引先データが、"取引先名"の項目に反映されます。



該当するデータが見つからなかった場合は、ポップアップが表示され、データを新規作成することができます。



こちらの活用方法や詳細については弊社サポートチームのFAQにて掲載しています。ぜひこちらの記事をご確認ください。
また、本社のフォーラムにも投稿がございます。こちらもご参照ください。

▼ Smarter data gathering with Query component in Wizards

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。
  • ウィザード：エンタープライズプラン

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