【Zoho CRM】ポータル機能のアップデート

【Zoho CRM】ポータル機能のアップデート

ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。

今回は「Zoho CRM アップデート情報」の中から、ポータル機能のアップデートをご紹介します。

 

ポータル管理の新機能「自動招待」により、Zoho CRMからポータルへの招待を自動化できるようになりました。これまで必要だった、ユーザーごとの手動設定は不要になります。設定した条件に基づいて、対象ユーザーに自動で招待が送信されます。

ポータルの新機能  

  1. 条件に基づく自動招待：指定した条件を満たすユーザーに、自動で招待を送信
  2. 招待設定：招待メールの言語を選択し、言語ごとに条件を設定可能
  3. 失敗した招待の確認：詳細ログで、送信に失敗した招待を確認可能

概要：条件に基づくユーザーの自動招待 　機能について

Zoho CRMでは、ポータル招待を自動送信するための条件を設定できるようになりました。データの作成時または更新時に条件を満たすと、指定したユーザーグループから、該当する連絡先へ自動的に招待が送信されます。



単一言語招待

ポータル設定時に日本語を選択して条件を設定すれば、日本人顧客向けかつ、条件を満たした顧客に自動でポータルへの招待メールが送信されます。




複数言語での招待  

事業をグローバル展開した場合、各国の顧客に母国語で自動招待を送ることが可能です。「複数の言語」を選択し、言語ごとに条件を設定すれば、条件に合致した顧客に適切な言語で招待が自動送信されます。


共通条件    

複数言語設定では、共通の前提条件を先に定義できます。設定された条件を満たしたユーザーのみ、ポータルへのアクセスが提供されます。


自動招待に失敗した招待の確認

失敗した招待を追跡できます。データ名、メールアドレス、失敗日時、理由などの詳細情報を確認でき、問題の迅速な特定と修正が可能です。

※添付の画像では失敗した招待の履歴は空ですが、確認方法としてご紹介しています。


補足：ポータルへの招待　説明ページ


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

Info

適用範囲：全てのデータセンター、ポータルを利用可能な全てのプラン

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

Zoho オンラインフォーラムの最新情報をいち早く入手しませんか？

Zoho Japan Community フォーラムの「フォローする」ボタン(右側)をクリックすると、最新の投稿やコメントをメールで受け取れます。

フォロー方法
  • フォーラム全体をフォロー：フォーラムトップページの「フォローする」をクリック
  • 特定のトピックのみフォロー：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
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しますので、ぜひフォローをお願いします！


      • Recent Topics

      • Payroll needs to automatically remit taxes, not just give me the calculations

        Wagepoint, PayEvo, Waveapps, etc... All your competitors deposit employee payroll, but they ALSO remit taxes automatically. Get with the program, your Payroll app is extremely sparse.

      • Creating new Teams meeting from CRM doesn't enable Team functions in the meeting

        Hi I'm trying to set up the meeting integration and I've seen that when I create a Meeting in the CRM and set the location to Online and the Provider to Teams, and complete the boxes, add a participant etc, whilst the meeting is created in Teams, the

      • Approval Process configuration is now more flexible and fully customizable

        The Approval Process is back with an improved user experience designed to make it easier to build structured, flexible, and intuitive approval workflows. Here’s a look at some of the key enhancements: Name Your Rules & Stages You can now give each approval

      • All new Address Field in Zoho CRM: maintain structured and accurate address inputs

        Availability Update: 29 September 2025: It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition exclusively for IN DC users. 2 March 2026: Available to users in all DCs except US and EU DC. 24

      • 👍 Zoho CRM's Notes now gets Reactions and a new look

        Available in SA and JP DCs. Rolling out to other DCs in phases. Hello everyone, Notes help users capture important updates, collaborate with teammates, and maintain context for records. Now with Note Reactions, users can quickly acknowledge updates, express

      • Admin Logging in as another User

        How can a Super Admin login as another user. For example, I have a sales rep that is having issues with their Accounts and I want to view their Zoho Account with out having to do a GTM and sharing screens. Latest Update (27th April 2026): With the early

      • Introducing Approval SLA for Approval Processes

        Approvals can sometimes be delayed when approvers do not respond within the expected timeframe, which can slow down your recruitment processes. With the new Approval SLA in Zoho Recruit, you can set deadlines for approval requests and define automated

      • Introducing Microsoft Word Integration in Zoho Contracts

        We are excited to announce a new feature that brings contract authoring and negotiation in your familiar environment — the Microsoft Word Integration. What This Integration Brings The Microsoft Word Integration connects Zoho Contracts with the Microsoft

      • Map My Client Locations for Zoho CRM Extension: Turn CRM Addresses Into Action

        Hello everyone, Your CRM knows who your customers are. Now, see where they are on the interactive map directly from Zoho CRM. Introducing Map My Client Locations for Zoho CRM, an extension built for businesses that rely on sales visits, field service,

      • Scheduled and Automated Report Delivery from Zoho Projects

        Zoho Projects has useful reports including task reports, timesheet summaries, and workload charts. However, there is currently no way to schedule these reports to be automatically delivered to stakeholders on a recurring basis. This means: Project managers

      • How can I filter inactive/disable agent tickets?

        Hello, We have an user-agent that left the company and we inactive/disabled his agent. So, now I can no longer filter or search tickets that he is the current owner, or even create a rule to reassign tickets to another person when the ticket is reopen.

      • Add Reauthentication Option for Zoho Bug Tracker Integration in Zoho Desk

        Hello Zoho Desk Team, We hope you're doing well. We would like to request an enhancement to the Zoho Bug Tracker integration within Zoho Desk. Current Limitation: At the moment, there is no option to reauthenticate the Zoho Bug Tracker integration in

      • Dashboards for Customers

        Is it possible to build dashboards for each customers in the community for their tickets?

      • Collaborate Visually with Whiteboard in Zoho Projects

        Whiteboard in Zoho Projects allows you to collaborate visually by creating diagrams, annotating designs, and sketching project workflows using shapes, text, and images within project modules. Team members can work simultaneously, improving productivity

      • Fields in MS-Word Template

        With the new MS-Word integration, how does one create fields in an imported MS-Word document which can then automatically be populated with an Intake Form?

      • Displaying only unread tickets in ticket view

        Hello, I was wondering if someone might be able to help me with this one. We use filters to display our ticket list, typically using a saved filter which displays the tickets which are overdue or due today. What I'd really like is another filter that

      • Zoho Bookings Flow Step not Triggering on Appointment booked

        I noticed yesterday that my appointment booked flows were not triggering when we had booked appointments in Zoho Bookings. I checked the trigger and noticed the trigger values updated to be defined to a workspace and service event rather than our whole

      • UCP: Why We Killed the Multi-Portal Mess and Simplified Customer Self-Service

        Let's talk about the multi-portal mess nobody wants to admit that it exists. Your customer needs an invoice from one app, wants a ticket update from another, and has a project waiting in a third, each behind its own login, its own UI, its own "was it

      • Zoho Tables is now available in Zoho One!

        Hello Zoho One users, We’re excited to announce that Zoho Tables is now included as a part of Zoho One suite! As teams grow, managing projects, approvals, inventories, campaign trackers, and operational workflows across multiple spreadsheets become difficult.

      • Zoho Publish is now available in Zoho One!

        Hello Zoho One users, We’re excited to announce that Zoho Publish is now included as part of the Zoho One suite! As businesses grow, managing Google Business Profiles across many locations becomes challenging. Business information needs to stay accurate,

      • 📣 Ask the team behind Zoho SalesIQ: Summer '26 Q&A

        Hi everyone! Following our recent webinars, Summer '26 Release: What's New in Zoho SalesIQ—where we walked you through all the new features, what they do, and how they work—and Driving the AI Evolution: Building Smarter Customer Experiences with Zoho

      • Virtual Option for Fields

        Hi, I would like to be able to choose another option other than Read-Only or Disabled, such as Virtual. And with Virtual, the field is shown on the form and avilable in rules, but NOT saved to the Database. A use case is having multiple Large Lists of

      • Upcoming update to field values in Zoho Books - Zoho Analytics integration

        Hello Users, We'd like to inform you of an upcoming update to the tax_category values in the Zoho Books integration for Zoho Analytics from October 20, 2026. What's Changing? tax_category field values are being renamed to align with the conventions already

      • Prefix & Suffix on Single Line, Number, etc.

        Hi, I would like to have the same Prefix and Suffix that was added to the Unique ID on Text and Number Fields. Use case could be as basic as temperature, as per another Idea I have to use Single Line (Text) for a number that might have leading zeros today,

      • Announcing the new SKILL.md for Zoho CRM and the updated OAS repository!

        We are introducing a new zoho-crm skill to make working with Zoho CRM Developer tools (like APIs, functions, widgets, client scripts, queries etc) easier and faster, with the help of AI in your preferred AI harness like Claude Code, Codex, Cursor, VSCode

      • Handle Leading Zeros in a Number Field

        Hi, If I use a Number Field, set with Min 7 Digits and Max 7 Digits, and enter 0000001, it will result in 1 and an error as it removes the leading zeros, the same with entering 0012340 will result in 12340 and error. So I have to use a Text Field and

      • Kaizen #259 - Working with Zoho CRM APIs using zoho-crm skill

        In the previous Kaizen, we introduced the zoho-crm skill and discussed how it can work with different CRM developer capabilities. The zoho-crm skill makes it easier to work with Zoho CRM without having to remember every API endpoint, request structure,

      • How can I populate dropdown data with information from another source or app?

        I want to maintain a list of items in another app (say in excel or another database) and sync those as items in a drop down menu, instead of copy pasting to import. Is this kind of a feature available?

      • Zoho Community Digest - September 2026 | Part 1

        Hi everyone, and welcome back! September opens with a strong set of updates. Zoho CRM brings workflow automation down to the subform row level and ships a new SKILL.md for AI-assisted development, Zoho Desk introduces conditional branching with Automation

      • Tip #88 – Manage Incoming Support Requests Efficiently with the Service Queue – 'Insider Insights'

        Hello Zoho Assist Community! Not every team has a dedicated IT department or a fully built-out sysadmin setup. For smaller teams, when something breaks, there's no internal ticket system to log into, no helpdesk queue to route through, and no clear way

      • Delete CRM Portal

        How do I delete portals from my CRM? I created one just to test, it is not in use and is disabled but it's existence is preventing me from marking fields in modules as "required" unless I make it 'read/write' in the portal first. I'd rather just delete

      • Zoho Books | Product updates | July 2026

        Hello users, We’re excited to bring you the latest updates in Zoho Books for July 2026! This month's release introduces Terminal Payments, CMP-08 filing for composition taxpayers, SEPA Credit Transfer support, and Self-Billed Credit Notes and Debit Notes

      • Calendar invites from Contacts not being assigned to Account in CRM

        Hi all It's that time of year again when I try to get calendar and meetings sorted in CRM. I have two way sync enabled. I have the option set to check for customer meeting invitation mail and to add them as meetings. However, whilst those meetings show

      • Kaizen #258 - Getting Started with zoho-crm SKILL.md

        Howdy tech wizards, Welcome to a fresh week of Kaizen. This week, we are taking a look at the zoho-crm SKILL.md, an Agent Skill designed to help AI coding agents work with Zoho CRM’s developer capabilities. What is zoho-crm SKILL.md? The zoho-crm skill

      • Zoho Tables is now live in Australia & New Zealand!

        Hey everyone! We’ve got some great news to share — Zoho Tables is now officially available in the Australian Data Center serving users across Australia and New Zealand regions! Yes, it took us a bit longer to get here, but this version of Zoho Tables

      • Dashboard/Component filter by probability

        Hi all Can I request the ability to add a Component or Dashboard filter for Deal Probability? Would be useful to be able to see data of deals more than 60% probable. Olly

      • Stock (on-hand) Items not updated after using Composite items

        Hi there, I created a Composite item (consist of 3 items). After I created the Composite item, I invoiced it and shipped the items. However the actual stock on hand of the 3items didn't change at all. Have you guys encountered this? Thank you Regards,

      • Is there a way to show contact emails in the Account?

        I know I can see the emails I have sent and received on a Contact detail view, but I want to be able to see all the emails that have been sent and received between all an Accounts Contacts on the Account Detail view. That way when I see the Account detail

      • Important changes for users with Zoho accounts in the UAE and other Data Centers

        What's changing? Previously, the same email address could be used to create separate Zoho accounts in both the UAE data center and another Zoho data center (such as US, EU, IN, AU, JP, CA, SA or SG). With this change, an email address can be associated

      • Conditional Layouts On Multi Select Field

        How we can use Conditional Layouts On Multi Select Field field? Please help. Moderation update: Multi-select picklist fields are now supported in Layout Rules. Additionally, Layout Rules is now available in the Professional Edition. These updates have

      • Next Page