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kintone Café 広島 Vol.21@広島 発表資料
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kintone Café 広島11年前のkintone_A4.pptx
1.
11年前のkintone
2.
自己紹介 • 片山 昭 愛媛県今治市で、OA機器等を販売する会社を経営 しています。 Twitter:@a_katayama21 •
昭和32年5月生まれ 現在65歳。 kintone界隈最高齢者を目指しています(笑; • kintone歴 2011年11月のkintone発売当初より利用しています。 cybozu.comのドメインID:c9670! 4桁です!! • kitone hive 2019 in 松山に登壇するも僅差で2位(涙;、 しかし松山で1位の方が、その年のkintone AWARD を獲得したので満足!! キン爺
3.
11年前のkintone 何と何と! 最初は「ルックアップ」は なかった! もちろん、「関連レコード 一覧」もなし!
4.
「ルックアップ」や「関連レコード 一覧」もなかったので! • 当初1年間は、日報アプリ1本のみ!! • その後も、1年に1本のアプリしか 追加されていない!! •
次のステップに進みたかったが、 イマイチ連携の仕方がわからず 悩んでいた!! 当初は、 アプリ3本のみ!!
5.
当時はネットにはkintoneの情報がほと んどない中、ラジカルブリッジ斎藤さ んのページで、2014年5月30日に 「kintone Café 土佐」が開催される事を 発見!! 早速参加し、サイボウズ後迫さん、 ジョイゾー四宮さん、高知の片岡さん らに、教えを乞う!! 様々な疑問点が一気に解決!!
6.
11年後のkintone 「営業日報」「案件」「受注票」 等の複数のアプリを「顧客DB」に 関連付けし一元的に表示。「販管システム」や「CTI」とも連携。 SFAとして活用できています!! 販売管理 System 顧客DB 営業 日報 案件 受注票 他社 情報 売上 明細 得意先 マスタ 機器 情報 各種 マス タ 連 携 CTI 売上 集計 保守 履歴 カウ ンタ 情報 OP 情報
7.
「顧客DB」アプリ 7 得意先 マスタ 保守加 入状況 受注票 営業 日報 案件 売上 明細 売上 集計 名刺 情報 複数のアプリの「関連レコード一覧」を 「タブ」で切り替えて表示 タブ表示プラグイン
8.
実質第1号アプリである「アプリID:8 営業日報」アプリ の事を、キンスキ松井さんが「キンスキラジオ」で取材 してくれました。 ttps://www.youtube.com/watch?v=SSi_QkQceBo&list=PLUnUzVvXaAvcu5958wSKgFcK0ubwG4Yx2&index=31
9.
弊社の最新のkintoneの内容は、2019年開催の 「kinton hive matsuyama
Vol.1」で発表しました。 kinton hive matsuyama logmiBiz 開催レポート ASCII kintone三昧記事
10.
kintone hive 登壇しましょう!! 登壇者募集中
11.
kintone hive 2023
松山会場 開催日:2023年6月20日 会 場:内子座 愛媛県喜多郡内子町内子210
12.
kintone Café 愛媛にも ぜひお越しください。
Editor's Notes
Kintoneは2011年11月に発売! 発売当初より使用しているが、当時のkintoneはなんと、ルックアップや関連レコード一覧もなかった!
機能もだいぶん増えてきたので、次のステップに進みたかったが、イマイチ連携の仕方がわからず悩んでいた! 今でこそ、ネットでググればkintoneの情報はいくらでも探せるが、当時は全く情報がなく、唯一発見したのが、サジカルブリッジ斎藤さんのkintoneCaféの情報!
主要なアプリのご紹介を致します。これが「顧客DB」の詳細画面です。複数のアプリと連携していますので、「タブ表示」プラグインを利用し、タブを切り替えて使用します。この画面は「受注票」アプリの「関連レコード一覧」です。お客様のご使用されている機器の情報が確認できます。 ※クリック 左の「基本情報」タブでは、住所や電話番号等の「得意先マスタ」の内容を表示します。「加入済保守」タブでは保守契約の加入状況が、「訪問履歴」タブでは、「営業日報」の訪問履歴を、「案件」タブでは「案件」の内容を表示します。「売上履歴」タブは「販売管理システム」から送られてきた「売上明細データ」を表示します。また、その隣の「品群別実績」タブでは、得意先毎の商品群別の売上実績の集計結果を表示します。 また、複合機と連携して、複合機のスキャナーで読み取った名刺情報も確認できます。
拙い事例ではありましたが、以上で弊社のDXへの取り組みのご説明を終了いたします。 ご清聴ありがとうございました。
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