【Zoho CRM】通貨機能に関するアップデートの紹介

【Zoho CRM】通貨機能に関するアップデートの紹介

こんにちは！本投稿では、サポートチームが作成した「Zoho CRM アップデート情報」の記事を紹介します。


*アップデートは、以下の環境fr適用されています。(2024年1月25日時点)　
　ーUSデータセンターを除く、すべてのデータセンター
　ーZoho CRM 無料、スタンダード、プロフェッショナルプラン

●Zoho CRM 通貨機能とは？
商談や見積書データにおいて、複数の通貨を使用して管理できる機能です。
例えば、取引先の通貨（例：アメリカドル）に合わせて商談の見積書を作成できたり、各国の通貨ごとに売上レポートを作成できます。

詳細は、以下のヘルプをご確認ください。
＞複数の通貨の管理：https://zurl.co/qRBF

この通貨機能に関して、以下のアップデートがありました。

　・通貨管理の権限設定が可能に
　・通貨設定の詳細とログを管理
　・試用版の環境で、通貨機能のお試しが可能に
　・通貨ステータスでのフィルタリング
　・通貨を無効にした際に、確認メッセージを表示

本日はこの中から２つをピックアップして紹介します。

■ 通貨管理の権限設定
以前は管理者のみが通貨を管理できましたが、今回のアップデートにより、通貨管理の権限を持つユーザーも通貨機能にアクセスできるようになりました。
[権限]の設定画面にて、「通貨の管理」に関する権限設定が可能です。




■ 通貨設定の詳細とログの管理
設定した通貨に関する詳細/変更履歴を確認できるようになりました。
以下画像のように、為替レートの変更や桁数の変更などの履歴を確認でき、システム内の通貨に関する情報を記録します。




いかがでしょうか。複数通貨を利用されている無料/スタンダード/プロフェッショナルプランのユーザーさんはぜひ確認してみてくださいね。
（通貨機能は、設定画面→一般の[組織設定] → [通貨] よりアクセスできます。）


当アップデートに関する本社の投稿
⚫Multiple currency support for trial editions, profile-based permissions to manage currencies, action logs and more!：https://zurl.co/vy7f


<<Zoho CRM のアップデートは以下のページにて随時更新中！>>

…………………………………………………………………………………………………………

＋＋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。
通知が多いと感じる方は、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Topから興味のあるサブフォーラムをクリック後「フォローする」をクリック）
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、ぜひフォローしてくださいね！



    Access your files securely from anywhere






                    Zoho Campaigns Resources




                          Zoho Developer Community



                              Bootcamp
                              Community
                              Pricing
                              Webinars
                              What's New
                              Integrations
                              Contact Support
                              Contact Sales
                                Zoho Survey Resources
                                  Features
                                  Survey Templates
                                  Integrations
                                  Community
                                  iOS Mobile Surveys
                                  Pricing
                                  Android Mobile Surveys
                                  Insurvey Blogs
                                  Insight Blogs
                                  Tips & Tricks





                                              Latest Feature Updates

                                                • Desk Community Learning Series


                                                • Digest


                                                • Functions


                                                • Meetups


                                                • Kbase


                                                • Resources


                                                • Glossary


                                                • Desk Marketplace


                                                • MVP Corner


                                                • Word of the Day


                                                • Ask the Experts




                                                    Zoho SalesIQ Resources


                                                          Manage your brands on social media
                                                          Access Zoho Social

                                                            Zoho Pagesense Resources


                                                                Zoho TeamInbox Resources

                                                                  Zoho DataPrep 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 Analytics - Feature Request For Time Based Data Source Fetch

                                                                                                              Hi Analytics Team, I have a client using Zoho CRM and they want a weekly report at 4:30pm every Friday, emailed to the sales team showing a pie chart of Closed Won Deals for that week. This is easy to achieve in Analytics but not so easy to ensure the

                                                                                                            • Which user's capacity is used for Shared Mailbox storage?

                                                                                                              We use shared mailboxes at our company, and their size is increasing daily. Which user(s)'s total mailbox limit is being used up by this space?

                                                                                                            • Inserting the current date / time

                                                                                                              I'd like to use Zoho Notebook as a log - so it would be great to be able to insert the current date and time at the beginning (or end) of each my log/journal entries - or wherever I want. Something simple, like pressing a button/icon to insert it wherever my text cursor is. It could be formatted like "Mon Dec 11, 2017 - 11:43p". 

                                                                                                            • Migrate data from old to new account

                                                                                                              Hy, Have one Old Zoho Notebook Account with Data , want to migrate that whole Data to New Zoho Notebook Account which is in Zoho One . Is that possible ? If Yes then how?

                                                                                                            • Campaign editor overrides href value

                                                                                                              I've been trying to insert a deep link in an email campaign so recipients can directly open a native app on their device. My deep link looks something like "myapp://". The options to insert links in the campaign editor are limited to strict urls, emails,

                                                                                                            • 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

                                                                                                            • Bug Report and Suggestions for Improvement in Zoho Applications

                                                                                                              Hi Zoho Team, I’d like to report a few bugs and improvement suggestions I’ve noticed while using Zoho products: Zoho Cliq Video Call: The camera sometimes turns off automatically during video calls. This seems to be a bug — please check and fix it. Zoho

                                                                                                            • Canvas Flex Box containers should not require a width/height.

                                                                                                              Flexbox containers are often used as organizational concepts, to ease re-flow on mobile etc. - I cannot use % for flexbox W or H - I cannot omit W or H This means that the content cannot dictate, and a Flexbox container cannot be used merely as an organizational

                                                                                                            • Zoho Desk Android app update: Filter enhancement, Save Filters

                                                                                                              Hello everyone! We have now enhanced the filter section on the ticket listing screen of Zoho Desk Android app as it is on the web(desk.zoho.com). Also, we have introduced an option to save filters for tickets on the mobile app. You can easily apply, rename,

                                                                                                            • Very long loading times | bad performance [ZOHO DC: EU]

                                                                                                              Hello there, we have recently noticed that the loading times have become extremely long when retrieving tickets and ticket details. For example, I open any ticket and get the following view. The subject and standard information (ticket owner, status etc.)

                                                                                                            • Zia Profile Summary now supports six languages and responds faster

                                                                                                              After numerous customer requests, we’ve expanded Zia Profile Summary to do more than just summarize resumes quickly. It can now summarize them in six different languages and deliver results even faster. What’s New 1. Extended language support Zia can

                                                                                                            • Introducing Zoho Show Android 3.0

                                                                                                              Good ideas need the right space to grow. They deserve tools that move as fast as your thoughts and make creating feel effortless. And that is why we are bringing you Zoho Show Android 3.0! From a brand-new look and smoother navigation to improved collaboration

                                                                                                            • Properly Capture Dropdowns & Hover Elements When Recording a Window/Tab

                                                                                                              Hi Zoho WorkDrive Team, Hope you are doing great. We encountered a limitation when recording a selected window or browser tab: Certain UI elements, such as dropdown lists, hover menus, and overlays, are not captured unless we record the entire screen.

                                                                                                            • Peppol integration zoho invoicefu

                                                                                                              Hi, Belgium will require Peppol invoicing as of 2026. I found that this is being prepared for Zoho books, to be released in Sep 2025. Will Zoho Invoice get this functionality too? I like the Invoice app for my part-time side business as bike mechanic

                                                                                                            • Allow Recording Only a Selected Portion of the Screen

                                                                                                              Hi Zoho WorkDrive Team, Hope you are doing well. We would like to request a more flexible recording option in Zoho WorkDrive. At the moment, we can record either the entire screen or a specific window/tab — but not a custom selected portion of the screen

                                                                                                            • Restricting Calendar View to Working Hours

                                                                                                              Hi: I'm trying to implement a calendar which displays all of my customer appointments.  Currently, the calendar shows all 24 hours of the day.  Is there a way to restrict the hours to simply the times my business is open? Thanks!

                                                                                                            • Add Camera Background Blur During Recording

                                                                                                              Hi Zoho WorkDrive Team, Hope everything is well. We would like to request an enhancement to the video recording feature in Zoho WorkDrive. Currently, the camera preview displayed during a recording does not support background blur. This is an essential

                                                                                                            • Amazon FBA integration - Handle invoice reconciliation under different GSTINs,

                                                                                                              Dear Zoho Community, Thank you for the clarification regarding the Amazon FBA integration, default warehouse, and GSTIN mapping in Zoho Inventory. I understand that Zoho currently supports only one warehouse for Amazon FBA, and that all FBA orders are

                                                                                                            • Whatsapp Integration questions

                                                                                                              Hi Questions: 1. Whatsapp messages are not reaching our CRM, is there a delay? 2. Is there any way to create a whatsapp catalog on a number that is integrated with ZOHO? 3. How do I configure my profile picture on a number that is integrated with ZO

                                                                                                            • Allow Font Size 11 in Editors...

                                                                                                              That is basic functionality...

                                                                                                            • link mail.zoho.com/UnblockMe to unblock

                                                                                                              Could you please unblock my account heloisa.bomfim@expansaodenegocios.com

                                                                                                            • Unblocked me

                                                                                                              Please can you help unblocked my account thanks materiauxjcbrunet2000@zohomail.com

                                                                                                            • Integrating External Portal Tickets Into Zoho Desk

                                                                                                              A B2B travel company has a customer portal where clients can raise and submit tickets related to their bookings. These tickets need to be handled and managed in the backend through Zoho Desk. Ticket updates and replies from Zoho Desk should also be visible

                                                                                                            • Make Camera Overlay & Recording Controls Visible in All Screen-Sharing Options

                                                                                                              Hi Zoho WorkDrive Team, Hope you are doing well. We would like to request an improvement to the screen-recording experience in Zoho WorkDrive. Current Limitation: At the moment the recording controls are visible only inside the Zoho WorkDrive tab. When

                                                                                                            • Send WhatsApp voice messages from Bigin

                                                                                                              Greetings, I hope all of you are doing well. We're happy to announce this enhancement we've made to Bigin. Bigin's WhatsApp integration now supports audio messages, so you can record and send voice messages. This makes it easier to handle customer questions

                                                                                                            • CUSTOM FUNCTION GIVE ERROR #EVAL!

                                                                                                              CUSTEM FUNCTION CREATE KYA ZOHOSHEET ME US FUNCTION KO USE KIYA LEKIN DATA TO SAHI HAI LAKIN DATA SHEET ME NAHI LAG LAHA HAI KRUPYA SOLVE KARE MY CODE IS float ADDTWO_TWO(float NO1, float NO2) { ADD = NO1 + NO2; return ADD; }

                                                                                                            • Samsung Keyboard Issues with Notebook

                                                                                                              Dear Users, We're sorry to inform you that some of our users are experiencing certain issues like scrolling, delay/lag, cursor placement especially within the text notes. This occurs mainly due to Samsung Keyboard compatibility with Android 13 and some

                                                                                                            • Zoho Books | Product updates | October 2025

                                                                                                              Hello users, We’ve rolled out new features and enhancements in Zoho Books. From iOS 26 updates to viewing reports as charts, explore the updates designed to enhance your bookkeeping experience. Zoho Books Updates for Apple Devices At WWDC 2025, Apple

                                                                                                            • Zoho Developer Community Hackathon 2025 is LIVE!

                                                                                                              Hey developers! It’s that time of the year again — the Zoho Developer Community Hackathon 2025 is officially open for registrations! If you’ve been waiting for a chance to stretch your skills, try something new, or finally bring that idea to life, this

                                                                                                            • Zoho Books | Product updates | September 2025

                                                                                                              Hello users, We’ve rolled out new features and enhancements in Zoho Books. From PayNow payment method to applying journal credits to invoices and bills in other locations, explore the updates designed to enhance your bookkeeping experience. Integrate

                                                                                                            • Zoho Workdrive for Office, "vsto runtime not found"

                                                                                                              Hi all, I have been trying to get ZohoWorkdrive_MS-addin_1.4.exe installed, but I keep getting the error "VSTO Runtime Not Found!" - even though I have installed it ... Anyone else hear had problems with the MS addin?  FYI, I am using O365 on A Dell laptop running Win 10 Home - fully patched and up-to-date.  I have tried compatibility modes and running explicitly as Administrator - the usual steps. Any advice would be appreciated.

                                                                                                            • Add "Fetch Composite Item" Action for Inventory

                                                                                                              I want to make a Flow that uses information returned in the GET call for Composite Items, and it's not currently available in Zoho Flow. Please consider adding this functionality.

                                                                                                            • Can no longer export as pdf

                                                                                                              In NOTEBOOK I am no longer able to export notes to pdfs as I used to be able to. When I hit that command it asks where I want to send it, but no matter what I chose there is no pdf attachment that shows up in order to send. Nothing happens.

                                                                                                            • Emails are going to notification folder and not in inbox

                                                                                                              emails are going to notification folder and not into inbox

                                                                                                            • How can I prevent the Zoho Vault extension from automatically logging me out?

                                                                                                              Hi, I want the Zoho Vault Chrome extension to never log out. How can I do this? It only allows me to log out for 1 week, and the same applies to the Android app.

                                                                                                            • Zoho CRM App - Links

                                                                                                              Hi  Is there are plan for making Custom Links available in the Zoho CRM Android App? I can't see them being added? Thanks Gene

                                                                                                            • Templates

                                                                                                              Trying to sort out / get rid of unwanted invoice templates, the error msgs are not at all helpful. Surely it's easy to amend the error msg by including a list of the names of the customers / vendors that use it, denying deletion or making it inactive

                                                                                                            • Contacts limit in basic vs standard - what counts? Are customers contacts?

                                                                                                              I’ve been using books for a number years for my small business. I only ever work with 20 clients at any given time. I do purchase services from a number of vendors to run my business, so there are some comtacts there too. I used to use the basic package,

                                                                                                            • Finding missing records

                                                                                                              I have a challenge and I am not really sure where to start with it. I can't find any similar threads on here, can anyone help: I have two forms, FormA and FormB. Both forms have records that contain a field called Job_Number. What I am trying to achieve

                                                                                                            • Prevent Unapproved Quotes from Exporting to Zoho CRM Finance Module

                                                                                                              Is it possible to prevent unapproved quotes in Zoho Books from being exported from Zoho Finance module inside Zoho CRM?

                                                                                                            • Next Page