【Zoho Backstage】2025年4月のアップデート紹介
本投稿は、本社のZoho Desk コミュニティに投稿された以下の記事を翻訳し、一部抜粋したものです。
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。
本投稿では、Zoho Backstage の直近のアップデートを4点抜粋して、ご紹介します。
目次
1.参加者リストのエクスポート
2.予約メールに添付ファイルを追加
3.セッションの詳細を登壇者のメールに追加
4.登録フォームへの日時（Time）項目追加
1.参加者リストのエクスポート
適用範囲：エッセンシャル、プレミアム、アルティメットプラン
登録フォームから削除された項目も含めて参加者データをエクスポートできるようになりました。
これにより、後からフォームを変更しても、過去に入力された情報を失わずに保存・確認が可能です。
使い方
「登録」>「出席者」に移動
「エクスポート」をクリック
「削除されたフィールドを含める」を選択
削除された項目は「{項目名}_Deleted」として出力されるようになり、現在アクティブなフィールドと区別しながら、
レビューやレポート目的で履歴データを利用できるようになります。
2. 予約メールに添付ファイルを追加
適用範囲：エッセンシャル、プレミアム、アルティメットプラン
予約送信メールに画像添付が可能になりました。これにより、事前の情報共有がよりスムーズになります。
使い方
- Communicate > メール > 予約メール > Create New Email
- オプション > Add Attachment を選択
- イベントやスペースのライブラリからファイルをアップロード
添付ファイルはプレビューでも確認できます。
また、ライブラリから削除されたファイルは「削除済み」と表示されるため、送信前にミスを防ぐことが可能です。
3. セッションの詳細を登壇者のメールに追加
適用範囲：全てのプラン
セッションの日時や場所などの情報がメールに自動で含まれるようになりました。
主な変更点
ウェルカムメール(Welcome speaker)に、担当セッションの詳細が追加されました
セッション更新メール（Session updated）が新登場。割り当てや内容の変更があると、自動で通知されます。
メールは、変更内容に応じて新規セッションセクション、更新セッションセクション、またはその両方が表示されます。
＜ウェルカムメール＞
＜セッション更新メール＞
設定方法
Communicate > メール > 自動メール > 登壇者
4. 登録フォームへの日時（Time）項目追加
適用範囲： 以下の通りフォームの種類によって異なります
- 登録フォーム ：プレミアム、アルティメットプラン
- カスタムフォーム： アルティメットプラン
- 出展者 リクエスト フォーム (Exhibitor Request Form) ：プレミアム、アルティメットプラン
*エッセンシャルプランでは、出展者アドオンと組み合わせて使用する場合利用可能 - スポンサー申し込みフォーム ：エッセンシャル、プレミアム、アルティメットプラン
- セッションフィードバックフォーム ：エッセンシャル、プレミアム、アルティメットプラン
参加者から希望時間帯や到着予定時刻などの時間指定データを簡単に収集できるようになりました。
12時間／24時間形式の選択や、入力可能な時間範囲の制限も設定可能。表示形式は、イベント設定に基づいて自動で反映されます。
活用例
□ 1対1商談予約の調整：
展示会やカンファレンスなどで、商談希望時間を事前に受付し、営業担当との調整に活用。
□ 来場時間の分散：
混雑を避けるため、来場希望時間帯を取得し、受付体制の最適化などの円滑な運営に活かす。
いかがでしょうか。Backstageユーザーのみなさんはぜひ試してみてください。
……………………………………………………………………………………………………
＋＋Zoho オンラインフォーラムに投稿された情報を、いち早くGETしませんか？＋＋
Zoho Japan Community フォーラムの右側「フォローする」ボタンをクリックいただくと、最新の新着投稿やコメントをメールでお送りします。
興味のあるサブフォーラムの投稿のみ通知を受け取ることも可能です。
※フォーラムトップから興味のあるサブフォーラムを選択し、「フォローする」をクリックしてください。
コミュニティのイベント情報も当フォーラムでお知らせ予定ですので、ぜひフォローをお願いします！
Access your files securely from anywhere
New to Zoho Recruit?
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Junya Nakano
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
Subforms in Stateless Forms
Stateless Forms are very useful, but we can't build complex data entry pages without Subforms. Can this be implemented? This would make Stateless Forms truly powerful.New Field in CRM Product Module Not Visible in Zoho Creator for Mapping
I created a new single-line field in the Products module in Zoho CRM. Zoho CRM and Zoho Creator are integrated, but the newly created field in CRM is not visible in Zoho Creator when I try to map fields.Send WhatsApp voice messages from Bigin
Greetings, I hope all of you are doing well. We're happy to announce a few recent enhancements we've made to Bigin. We'll go over each one in detail. Bigin's WhatsApp integration now supports audio messages, so you can record and send voice messages.Microsoft Teams now available as an online meeting provider
Hello everyone, We're pleased to announce that Zoho CRM now supports Microsoft Teams as an online meeting provider—alongside the other providers already available. Admins can enable Microsoft Teams directly from the Preferences tab under the MeetingsI want to subscribe 1 professional user but the email only 250 per day?
When I subscribe 1 professional user, I am only able to send 250 email per day? So less? Or is it typo, 2500 rather than 250? Any sale agent or friends can clear my doubt? Thank YouCliq does not sync messages after Sleep on Mac
I'm using the mac app of Cliq. When I open my mac after it was in sleep mode, Cliq does not sync the messages that I received. I always have to reload using cmd + R, which is not what I want when using a chat application.How to add a % Growth column for year-over-year comparison (2024 vs 2025)
Hello, I am trying to build a monthly revenue comparison between 2024 and 2025 in Zoho CRM Analytics. My current setup is: Module: Deals (Affaires) Filter: Stage = Closed Won Date field: Closing Date Grouping: By Month Metrics: Sum of Amount for 2024,How do you map a user picklist field to another user picklist field.
In Zoho Projects, I'm trying to map a custom field (user picklist) in Task Details to a field (user picklist) in the Project Details. How do you get the two to map to each other? This is what I currently have that works for my other fields but doesn'tExplore Competitive 3D Scanner Prices at Protomont Technologies
The genesis of Protomont Technologies emerged from the collaborative efforts of the founders in 2019, both the founders shoulder an enormous experience in the world of 3D Printing. Protomont Technology aims to craft your vision with creativity, empoweringSend Whatsapp message from Whatsapp template with custom variables
Hi, I'm trying to do some basic integration for sending WhatsApp messages from Zoho CRM using Zoho Desk whatsapp templates. When creating new whatsapp template in Zoho Desk we can choose ticket related fields as variables but it's not clear how to useNew and improved API resources for Zoho Sign Developers
Hello, Developers community! We know that for you, an API's real value depends on how quickly, easily, and reliably you can integrate the it with your application. That's why we're excited to talk about the recent improvements to our developer resources,stock
bom/bse : stock details or price =STOCK(C14;"price") not showing issue is #N/A! kindly resolve this problemMarketing Tip #5: Improve store speed with optimized images
Slow-loading websites can turn visitors away. One of the biggest culprits? Large, uncompressed images. By optimizing your images, your store loads faster and creates a smoother shopping experience leading to higher sales. It also indirectly improves SEO.Why can I not choose Unearned Revenue as an account on items?
Hello, I do not understand why we don't have the ability to code an item to unearned revenue. It is not an uncommon situation to have in business. I understand that there is the Retainer invoice as an option, however that doesn't really work for us. OurForm Submission Emails
Is there a current delay with submission emails being sent? We've had 10-20 forms completed today but only a handful of emails.Retainer invoice in Zoho Finance modlue
Hello, Is there a way of creating retainer invoices in the Zoho Finance module? If not can I request this is considered for future updates please.Projects Tasks Not Showing Dependencies
I'm clicking on tasks and the popup to add dependencies isn't showing. I can't disconnect the nodes either. For some reason when I slide a task backwards it says it cannot go before a predecessor, even though there is not predecessor. Double clickingRules not working properly
I created a rule to display certain fields on certain states. But it seems to be not working. It hides the fields even when I selected California, (which is a state that should show the fields when selected)Notebook font size issue
If I copy something from somewhere and paste it in my notebook, the font size becomes smaller.Sign in process is beyond stupid. I'd rather plug my phone into USB and copy files than sign in to this POS.
792 clicks and fields to fill in just to get into a 3rd rate app is too stupid for me.Ampersand in URL parameter // EncodeURL does not work
Hi Zoho, I have a url link with a parameter. The parameter is including ampersand in some cases (Can be "H&M" or "P&I") When trying to use %26 instead of "&" (the result I get using EncodeURL()) I get H%26M instead of H&M in the parameter field. How can I solve this? Thanks! RavidCategorise Attachments
We take ID, proof of address, right to work documentation and more. I can upload a single file in to field, but we often receive multiple files for each category e.g. someone may send a separate file for the front and back of their national ID card. My team don't have time to manipulate the files in order to upload them as a single file. The options, as far as I can tell, would be to create additional fields on attachments in order to categorise what the file is, or to be able to upload singleENTER key triggering Submit
Is it possible to stopped the ENTER key from the mandatory triggering of the Submit button on Creator form? I want forms submitted "ONLY" when the Submit button is pressed.Scheduling Calls in CommandCenter / Blueprints
I would love it if you could add a function to schedule a call in the lead's record for a future date. I know you can add a Task by going to Instant Actions > Task and completing the form: These tasks go into the lead's record under Open Actions. Buthow can we create in zoho crm a new contact when the looup does not find a similar existing one
In forms/integrations/zoho crm / ne w record tab, contact name is to be mapped with my form contact name. When I go in biew edit/lookup configuration, I don t get the options (help dedicated page simply repeat the same info you get in the app) and doesDirectory Websites
Directories are a good website category to gain search engine traffic. Directories for a professional service category as an example can help their members in search results over their individual website. It would be nice to have a directory templateManage Task on Mobile
How do we manage our task on mobile devices? It seems that there should be a standalone mobile app to handle the new task features. The new features released in regards to Task management are great by the way! Now we need to bring that all together inSet Default Payment Method & Default account
Hi, I would like to know how to set the default payment method and default bank account when recording payments in zoho books. At present we have to change these fields everytime we record a payment, which leads to potential error and as we have a veryUnified WhatsApp Number Management in Zoho Desk and SalesIQ
Dear Zoho Desk Support Team, We are currently utilizing both Zoho Desk and Zoho SalesIQ for our customer support operations. While both platforms offer WhatsApp integration, we are facing challenges due to the requirement of separate WhatsApp numbersCustomer Portal on Zoho Desk
Hi, I'd like to know more about the items below I found when setting up the Customer Portal on Zoho Desk. Could someone help me explaining these in details? Especially the 2nd and 3rd point. Thanking you in advance! Permissions Customers can sign up for Customer Portal Customers can view tickets of their organization (contacts) Customers must register to access Customer Portal Display Community in Customer Self Service portalSlow Performance on desk.zoho.com. 11/3/2025
I’m not seeing any active service alerts for desk.zoho.com, but everyone on our account is currently experiencing very slow load times when opening or navigating tickets. We’ve already tried the standard troubleshooting steps — clearing cache and cookies,"Authorize to Access Your Account"
Hi, I'm trying to log into cliq on my phone but I can't. It says "Authorize to access your account - Verify your identity to access your account using oneAuth credentials", and asks for a password. I tried maybe 100 different passwords and nothing works.Books API Receiving an Error that Doesn't Make Sense when Creating Credit Note - trying to use 'ignore_auto_number_generation' argument
Hello, I'm working on a newly created routine and I'm getting an error that doesn't make sense when trying to create a new Credit Note. Here is my POST request. Endpoint: https://www.zohoapis.com/books/v3/creditnotes?organization_id=########## Body: {Computer Showing Offline in Unattended Access
I have a computer that was connected to the internet but showing offline in Assist. I tried uninstalling the program and deleting it from Zoho Assist the reinstalling and it still does not show up. I have been a user for several months and am not pleased with the lack of connectivity with Assist. If this continues I will have to find another product. The computer I reinstalled it on is not even showing up in Assist now. The name is NYRVLI-PC. ThanksClosing Accounting Periods - Invoice/Posting dates
Hi, I have seen in another thread but I'm unsure on how the 'transaction locking' works with regards to new and old transactions. When producing monthly accounts if I close December 24 accounts on 8th Jan 25 will transaction locking prevent me from postingZoho CRM Portal Error
Hi, We’re experiencing an issue with the Zoho CRM Portal. When we try to access it, we receive an HTTPS connection error: net::ERR_CERT_COMMON_NAME_INVALID. If we proceed past that, we then get a 400 Bad Request error. Could you please help us resolveCan we do Image swatches for color variants?
We want to do something like the attached screenshot on our new zoho store. We need image swatches instead of normal text selection. We want to user to select an image as color option. Is this doable? I don't see any option on zoho backend. Please hMeeting impossible to use when sharing screen
he Meeting tool in Brazil is practically unusable when sharing anything, whether it’s a presentation or simple navigation. When accessed via Cliq, the situation gets even worse: even basic calls fail to work properly, constantly freezing. And as you arePaste issues in ZOHO crm notes
Hi, since a week or so I have issues with the paste function in ZOHO CRM. I use "notes" to copy paste texts from Outlook emails and since a week or so, the pasting doesnt function as it should: some text just disappears and it gives a lot of empty lines/enters.....Integrating Zoho CRM EmbeddedApp SDK with Next.js — Initialization and Data Fetching Issues
You can get an idea from my code I have given in end: First, I worked on a React project and tried the same thing — it worked. My goal was to import the Zoho script and then load contacts using the Zoho Widget SDK, which was successful in React. Now,Next Page