【Zoho Backstage】2025年4月のアップデート紹介

【Zoho Backstage】2025年4月のアップデート紹介

Info
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
  1. Communicate > メール > 予約メール > Create New Email
  2. オプション > Add Attachment を選択
  3. 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









                          Zoho Developer Community




                                                • Desk Community Learning Series


                                                • Digest


                                                • Functions


                                                • Meetups


                                                • Kbase


                                                • Resources


                                                • Glossary


                                                • Desk Marketplace


                                                • MVP Corner


                                                • Word of the Day


                                                • Ask the Experts





                                                          Manage your brands on social media



                                                                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

                                                                                    • CRM Community Learning Series

                                                                                      CRM Community Learning Series


                                                                                    • Kaizen

                                                                                      Kaizen

                                                                                    • Functions

                                                                                      Functions

                                                                                    • Meetups

                                                                                      Meetups

                                                                                    • Kbase

                                                                                      Kbase

                                                                                    • Resources

                                                                                      Resources

                                                                                    • Digest

                                                                                      Digest

                                                                                    • CRM Marketplace

                                                                                      CRM Marketplace

                                                                                    • MVP Corner

                                                                                      MVP Corner







                                                                                        Design. Discuss. Deliver.

                                                                                        Create visually engaging stories with Zoho Show.

                                                                                        Get Started Now


                                                                                          Zoho Show Resources

                                                                                            Zoho Writer

                                                                                            Get Started. Write Away!

                                                                                            Writer is a powerful online word processor, designed for collaborative work.

                                                                                              Zoho CRM コンテンツ






                                                                                                Nederlandse Hulpbronnen


                                                                                                    ご検討中の方




                                                                                                          • Recent Topics

                                                                                                          • Zoho Bookings No Sync with Outlook

                                                                                                            Zoho Bookings appointments are showing on my Outlook Calendar but Outlook events are not showing on Zoho Bookings. How do I fix this?
                                                                                                          • End Date in Zoho Bookings

                                                                                                            When I give my appointments a 30 minutes time I would expect the software not to even show the End Time.  But it actually makes the user pick an End Time.  Did I just miss a setting?  
                                                                                                          • Custom confirmation message

                                                                                                            How can I change the message that users see after they submit the booking form? I have to confirm some details before their appointment is officially "confirmed", so I want to change it where it doesn't say their appointment is "confirmed" but rather
                                                                                                          • Issue showing too many consultations in my workspace link.

                                                                                                            Hi Team, I’ve set up two Workspaces to track meetings from different sources. So far, this has been working well, and the two Workspaces are differentiated without any issues. However, when I navigate to Consultations and share the link to my personal
                                                                                                          • Deluge sendmail in Zoho Desk schedule can't send email from a verified email address

                                                                                                            I am trying to add a scheduled action with ZDesk using a Deluge function that sends a weekly email to specific ticket client contacts I've already verified the email address for use in ZDesk, but sendmail won't allow it in its "from:" clause. I've attached
                                                                                                          • Zoho Learn & Zoho Connect

                                                                                                            Hi, Is there a way to sync the knowledge base we have in Zoho Learn with the manuals section is Zoho Connect? Thanks,
                                                                                                          • Addin Support in Zoho Sheet

                                                                                                            Is there any addin support available in zoho sheet as like google marketplace to enhance productivity by connecting with other apps, providing AI data analysis, streamlining business processes, and more?
                                                                                                          • Changing Corporate Structure - How Best to Adapt Current and Future Zoho Instances

                                                                                                            My current company is Company A LLC with a dba ("doing business as" - essentially an alias) Product Name B. Basically, Company A is the legal entity and Product Name B is what customers see, but it's all one business right now. We currently have a Zoho
                                                                                                          • how to add subform over sigma in the CRM

                                                                                                            my new module don't have any subform available any way to add this from sigma or from the crm
                                                                                                          • How to Install Zoho Workdrive Desktop Sync for Ubuntu?

                                                                                                            Hi. I am newbie to Linux / Ubuntu. I downloaded a tar.gz file from Workdrive for installing the Workdrive Desktop Sync tool. Can someone give me step by step guide on how to install this on Ubuntu? I am using Ubuntu 19.04. Regards Senthil
                                                                                                          • How to upload own video?

                                                                                                            How can you upload your own video on your zoho website? I do not want to use another host, but i want to insert my own files. how can i do this?
                                                                                                          • Support new line in CRM Multiline text field display in Zoho Deluge

                                                                                                            Hi brainstrust, We have a Zoho CRM field which is a Muti Line (Small) field. It has data in it that has a carriage return after each line: When I pull that data in via Deluge, it displays as: I'm hoping a way I can change it from: Freehand : ENABLED Chenille
                                                                                                          • Announcing new features in Trident for Windows (v.1.32.5.0)

                                                                                                            Hello Community! Trident for Windows just got better! This update includes new features designed to improve and simplify email and calendar management—and it includes a feature you’ve been waiting for. Let’s dive into what’s new! Save emails in EML or
                                                                                                          • How to render either thumbnail_url or preview_url or preview_data_url

                                                                                                            I get 401 Unauthorised when using these urls in the <img> tag src attribute. Guide me on how to use them!
                                                                                                          • Zoho CRM Calendar | Custom Buttons

                                                                                                            I'm working with my sales team to make our scheduling process easier for our team. We primary rely on Zoho CRM calendar to organize our events for our sales team. I was wondering if there is a way to add custom button in the Calendar view on events/meeting
                                                                                                          • Create Lead Button in Zoho CRM Dashboard

                                                                                                            Right now to create Leads in the CRM our team is going into the Lead module, selecting the "Create Lead" button, then building out the lead. Is there anyway to add the "Create Lead" button or some sort of short cut to the Zoho CRM Dashboard to cut out
                                                                                                          • Searching customer field

                                                                                                            Hello, When entering a receipt, we select customer information. The customer information is synced with Zoho CRM. However, we can't find the customer information because it searches for words that begin with the entered value. It needs to search for words
                                                                                                          • Introducing Version-3 APIs - Explore New APIs & Enhancements

                                                                                                            Happy to announce the release of Version 3 (V3) APIs with an easy to use interface, new APIs, and more examples to help you understand and access the APIs better. V3 APIs can be accessed through our new link, where you can explore our complete documentation,
                                                                                                          • Zoho CRM Tracking Google Enhanced Conversions

                                                                                                            Can anyone @Zoho, consultants, or users help me understand if Zoho CRM is going to support Google's Enhanced Conversions? I included some information from Google below about it. We use Google Adwords for our pay per click advertising for lead generation,
                                                                                                          • zoho click, and nord VPN

                                                                                                            Unfortunately, we've been having problems with Zoho Click, where essentially the line cuts off after about a minute's worth of conversation every time we are on VPN. Is there a way we can change this within the settings so it does not cut the line off
                                                                                                          • Connecting Portals from different Zoho apps

                                                                                                            Hi, I note that Zoho has functionality for customer portals for several of the Zoho apps, like CRM, Projects, Desk etc. Is there any way to connect these portals?  It would be great if we could give our customers access to a portal in which they could
                                                                                                          • Billing Management: #5 Usage Billing

                                                                                                            After understanding the nuances of Advance Billing and Retainers, we will explore one of the booming billing models. Long ago, villagers drew water from a shared well in a small village. The well was a lifeline for the entire community. Ravi, the well
                                                                                                          • Function #10: Update item prices automatically based on the last transaction created

                                                                                                            In businesses, item prices are not always fixed and can fluctuate due to various factors. If you find yourself manually adjusting the item rates every time they change, we have the ideal time-saving solution for you. In today's post, we bring you custom
                                                                                                          • Inventory Adjustments

                                                                                                            Hi, How to transfer the material from one head to another ? Like materials purchased for manufacturing the laptop need to transfer from consumption inventory (Quantity of raw materials reduced) to destination inventory ( Quantity of Laptop increased)
                                                                                                          • Zoho CRM Community Digest - Aug 2025 | Part 1

                                                                                                            Hey everyone! The first half of August went by, and we have a few announcements and some good noteworthy discussions. So, let's take a look at them! Product Updates: Introducing Connected Records feature: Zoho CRM’s Next-Gen UI now includes Connected
                                                                                                          • Please make it easier to Pause syncing

                                                                                                            right now it takes 3 clicks to get there. sounds silly, but can you make it just 2 clicks to get it done instead? thats how dropbox does it, 2 clicks to pause instead of 3.
                                                                                                          • How to create a Zoho CRM report with 2 child modules

                                                                                                            Hi all, Is it possible to create a Zoho CRM report or chart with 2 child modules? After I add the first child module, the + button only adds another parent module. It won't let me add multiple child modules at once. We don't have Zoho Analytics and would
                                                                                                          • SalesIQとPageSenseの利用について

                                                                                                            初めての投稿で場違いだったらすいません。 弊社ではSalesIQを運用しているのですが、追加でPageSenseの導入もしたいと現場からの声があります。 両サービスともクッキー同意バナーが必要なサービスなのですが 弊社では同意無しに情報はとりませんという方針なので 2つ入れると2つバナーを出す必要がでてきます・・・ 両サービスを運用されてる方があれば運用状況とか教えてほしいです。 PageSenseについては詳細まで機能を理解してないなかでの質問です。
                                                                                                          • How to integrate Zoho Forms with Zoho CRM on Standard Plan

                                                                                                            Hello Zoho Support Team, I am using the Standard Zoho Forms plan (USD 30/user) and I would like to integrate Zoho Forms with Zoho CRM so that certain fields in my forms can be automatically prefilled using data from Deals in CRM. Specifically, I want
                                                                                                          • Export PDF File Name

                                                                                                            Is it possible to change the default Zoho .pdf naming scheme for inventory items like quotations? Would like to use the the Subject as the default quote name. Is this possible?
                                                                                                          • How to change the from address from 'no reply' for an email template in CRM

                                                                                                            Hi, We have our CRM set up with the from field as sales@XXX. I have just created a series of email templates and sent a test and they are sending from noreply@zoho I have tried searching for how to change the email template but don't have the options
                                                                                                          • Zoho CRM Client Script - SetCriteria in lookup Field

                                                                                                            Hello All One More Zoho CRM Client Script Tips & Trick. Now you can Set the Criteria on Your lookup in zoho CRM, It Comes With a Create Page, Edit Page, and Details Page (Standard). Example:- We have a Room Module that includes Room Name, Status, Campus,
                                                                                                          • Kaizen #71 - Client Script ZDKs for Detail (Canvas) Page

                                                                                                            Hello everyone! Welcome back to another interesting Kaizen post. In this post, we can discuss Client Script ZDKs support for Detail (Canvas) Page. What is Detail (Canvas) Page? A Detail(Canvas) Page allows you to customize the record detail page to your
                                                                                                          • Zoho Reports Duplicating Entries

                                                                                                            I have a custom costing tab with a table where we entre invoices. These are under a Heading (PO Subject) and notes added in the form with different line items. In the reports, I have organised the report to group per PO Subject, with the total of the
                                                                                                          • Validation Rule Not Working for Mandatory Field in Zoho Blueprint

                                                                                                            As a Zoho user, we created a validation rule for a specific field. However, we noticed that when we made the same field mandatory within a Blueprint, the validation rule we defined did not work. When we reported this issue to Zoho Support, they stated
                                                                                                          • Notes Issues

                                                                                                            Been having issues with Notes in the CRM. Yesterday it wasn't showing the notes, but it got resolved after a few minutes., Now I have been having a hard time saving notes the whole day. Notes can't be saved by the save button. it's grayed out or not grayed
                                                                                                          • Export from Contacts module to Products module in Zoho CRM

                                                                                                            Good afternoon, I would like to send a number of contact info from the Contacts module into the customized module (tickets to an event) in one operation. I have selected several contacts in the Contact module (people who I have labelled as people I want
                                                                                                          • Can’t receive emailI c

                                                                                                            I have generated a basic for but when I submit it I don’t get a email, I’ve been in the settings and tested me email, all appears correct, can you please help me
                                                                                                          • Data Capture for Historical Activity (Especially One Lead Downloading Variois reports without Overwriting the info)

                                                                                                            Is there a better way in Zoho CRM to capture and archive a lead’s historical activity—specifically whenever they download reports—so that the data is stored without being overwritten?”
                                                                                                          • Client Script - Updating Field Value in Detail Page of a Lead

                                                                                                            Hello, I'm trying to use Client Script To enrich some data of the Lead when one of my User fill the "City" field in the detail page of the Lead. This is my Script: log (value); var response = ZDK.Apps.CRM.Functions.execute("getInfoCitta", { "nomeCitta":
                                                                                                          • Next Page