【Zoho CRM】営業日のロジック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、営業日のロジックに関するアップデートをご紹介します。

本アップデートにより、ワークフローにおける営業日の計算方法が改善されました。

週末などの非営業日にワークフローのトリガーが発生した場合でも、
「+0」「+1」「+2 営業日」といった設定が、意図どおりに正確に動作するようになりました。

営業日に基づくワークフローでは、日付項目を基準に「何営業日後に処理を実行するか」を指定します。

+0：次の営業日に実行

+1：翌営業日に実行

+2：2営業日後に実行

これまでは、例えば土曜日にトリガーが発生した場合、+0 と +1 が同じ営業日に実行されてしまうケースがありましたが

今回のアップデートにより、各営業日指定が正しく区別され、1営業日ずつ順に繰り越されるようになりました。

いかがでしょうか。CRMをご利用中のユーザーさんは、ぜひ試してみてください！

https://zurl.co/jKTM

※適用範囲：全てのユーザー

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