【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!


      • Recent Topics

      • Collaps Notes

        There are times when long/large notes are added to a record i.e. Accounts or Deals etc. Currently, the full note is displayed in the notes related list section. It would be great if by default only 5 to 10 rows of the note are displayed when the note
      • Zoho Down

        I have a drop in my Zoho One services.
      • Runing RPA Agents on Headless Windows 11 Machines

        Has anyone tried this? Anything to be aware of regarding screen resolution?
      • Problem for EU users connecting Zoho CRM through Google Ads for Enhanced conversions

        Has anyone else experienced this problem when trying to connect Zoho CRM through Google Ads interface to setup enhanced conversions? Did you guys get it fixed somehow? The Problem: The current Google Ads integration is hardcoded to use Zoho's US authentication
      • Why am I getting event Pop-up Notification for events that have been cancelled?

        Why is Calendar Notification still popping up for events that have been cancelled or changed? Each time events are cancelled or changed, I have observed that I am still getting notifications for them. Below is a sample pop-up notification for one of the
      • Create a draft in reply to an email via Emails API

        Hi, I’d like to use the outgoing webhook to automatically create a draft reply to incoming mail. How can I use the Emails API to create a draft reply that is linked to an existing email thread? I couldn’t find the relevant method in the documentation.
      • India Tech Support

        Is there no phone tech support number for India? And no chat facility either?
      • Billing Management: #1 Billing a Universal Business Routine

        Hello, As the saying goes, "Do the hardest job first." We started with the complex subject of finance and revenue management, which is considered the backbone of any business. Now, let's shift our focus and take a deep dive into this Billing Management,
      • What is a a valid JavaScript Domain URI when creating a client-based application using the Zoho API console?

        No idea what this is. Can't see what it is explained anywhere.
      • 5名限定 課題解決型ワークショップイベント Zoho ワークアウト開催のお知らせ (9/25)

        ユーザーの皆さま、こんにちは。Zoho ユーザーコミュニティチームの藤澤です。 9月開催のZoho ワークアウトについてお知らせします。 今回はZoomにて、オンライン開催します。 諸事情につき、今月の開催回は中止となりました。 次回は10/31(金)14時からの開催を予定しています。 ━━━━━━━━━━━━━━━━━━━━━━━━ Zoho ワークアウトとは? Zoho ユーザー同士で交流しながら、サービスに関する疑問や不明点の解消を目的とした「Zoho ワークアウト」を開催します。 Zoho
      • need a packing list feature

        In our business, goods listed on an invoice are packed in separate boxes and shipped off. for e.g. an invoice may have 10 items. each item could then be packed in different boxes depending on qty of each item. this packing list is as important as the invoice for purposes of shipping documents.  Request you to add this feature asap.
      • Workdrive 5.0 / API Documentation Workflows

        Hi Zoho, When will the API documentation of the workflows be published? We are interested in using it to trigger manual workflows from an external application. Greetings, Justin
      • How many ZOHO-Sites does the ZOHO-One Suite allow for?

        The free version of ZOHO-Sites allows for two sites, but it seems that the professional version (which is included in the ZOHO-One Suite) only allows for two websites. Is that correct? How many sites can I have within one ZOHO-One account?
      • Webhook from Zobot to Zoho Flow fails

        I'm trying to connect from zobot to zoho flow. When testing in zflow, I am receiving all entered data from the connector correctly. The SalesIQ connector's "outputreaction" is {} (is this normal or is there a problem?). But as soon as I try my chat bot
      • Transition from Sole Proprietorship to GmbH (Limited Liability Company) – Best Approach in Zoho Books / Zoho One

        Hello everyone, I am currently operating under a Zoho One plan with a sole proprietorship in Switzerland. As of January 1st, 2026, I will be incorporating a new legal entity – a GmbH (Swiss equivalent of a Limited Liability Company). While the business
      • Issue Connecting My Domain to Zoho Sites Despite Purchasing It from Zoho

        Hello, I am facing an issue connecting my domain to my website on Zoho Sites. Details of the issue: I purchased the domain directly from Zoho. I am already using the same domain successfully with Zoho Mail. However, when I try to assign this domain to
      • Insert auto number from main form into subform rows

        Hello. I'm trying to take from my main form "order number" which i have setup as an auto generated number into every line created in my subform. So when a row is created in my subform i want the "order number " from the main form to be inserted automatically.
      • Dark Mode - Font Colors Don't Work

        When editing a document in Dark Mode and selecting font colors, they don't show up on screen.  Viewing/editing the same document in Light Mode shows them just fine.
      • Integrate Bunq with ZOHO Bookes

        We are new users of ZOHO Books, and our bank (BUNQ, in the Netherlands) isn't listed on the bank integrations. Is there a way to handle this?
      • Access Denied

        I am iOS Developer and updating our clients project and shifted ZohoDeskPortalCore SDKs from cocoapods to SPM and changed few lines of code but now i am get access denied, the help center app is unavailable. please contact administrator.
      • Using Zoho Desk to support ISMS process

        Hi, I am evaluating using Zoho Desk for security incident management. This seems to be aligned with Zoho Desk purpose as its just another type of incident. However in security incident management, ideally I can link incidents (tickets) with a risk from
      • TaxJar vs Avalara

        Hi, I'm evaluating adoption of a sales-tax service for US based business. Anyone else have experience with TaxJar and Zoho Books? I am a Zoho One subscriber so anticipate needing to use Flow to make this work. It seems like Avalara are simply too expensive
      • How to check Leads with no Task (open activity)

        Hi everyone, I was wondering if there’s a way to view leads that don’t have any tasks assigned or open activities linked to them.
      • What can we do on our end to improve the Answer bot answers?

        Hi, I'm using the Answer bot card in the Codeless bot builder. I've input several questions and their answers in the FAQ section to feed the Answer bot. The text is all in French, as this is the language our customers communicate in. I've tried testing
      • Zoho Books Sandbox environment

        Hello. Is there a free sandbox environment for the developers using Zoho Books API? I am working on the Zoho Books add-on and currently not ready to buy a premium service - maybe later when my add-on will start to bring money. Right now I just need a
      • How to upload file to Connect using API?

        Hi there. I looked at the API documentation and nowhere did it mention how to use the API method to upload a file even though it is mentioned that it is possible to be done so. Please help.
      • Group Tax in Service Line Items

        Hi FSM Team! I noticed that when you update a tax in the service line item the group tax is not showing up as an option. Let me know what can be done thank you!
      • FSM Improvement Idea - Show an Import button when there is no data

        I am setting up FSM for a client and I noticed that there is no option to import data, see screenshot below. Even when you click Create Contact there is only an option to Import from Zoho Invoice. It is only after you add at lease 1 record that the Import
      • OAUTH_SCOPE_MISMATCH Error for Marketing Automation APIs with CRM Plus Account

        I'm trying to integrate Marketing Automation journey triggering via API but getting OAUTH_SCOPE_MISMATCH errors. I need clarification on API access for CRM Plus users.
      • Access token generate from the refresh token not working for API

        Dear Sir/Madam, When I use my refresh token to obtain new access_token, that token return INVALID_TOKEN when the same API is called. I made sure that my api site is correct and match the auth web site. However the original access_token work fine.
      • Function #4: Schedule Customer Statements

        Regularly sending statements to customers is an imperative part of many business processes as it helps foster strong customer relationships and provides timely guidance on payments. While you can generate the statement of accounts and have it sent over
      • Limiting search or dependencies with an asterisk "*".

        I have a form with several dependency fields with options still developing for each field. Since these options were developing and not yet ready to be a selection in the field, I placed a filter for the dropdown field. In this filter, I selected fields
      • Cross Data Center Support for 1:1 Chats with External Users

        Hello Zoho Cliq Team, We hope you're doing well. We appreciate the recent enhancement that enables cross data center collaboration in external channels, which has already improved communication across distributed teams. However, we’ve noticed that this
      • Handling Greetings/Small Talk at the Beginning of a Zobot Conversation

        Hello everyone, I’m currently configuring a **Zobot** in Zoho SalesIQ and everything is working as expected, except for one specific scenario at the very beginning of the conversation. My target audience has the habit of starting with a **greeting or
      • Regex in Zoho Mail custom filters is not supported - but it works!

        I recently asked Zoho for help using regex in Zoho Mail custom filters and was told it was NOT supported. This was surprising (and frustrating) as regex in Zoho Mail certainly works, although it does have some quirks* To encourage others, here are 3 regex
      • Importing a new list into campaigns

        I'm in the middle of switching my email platform to campaigns. I have a list that I want to import, and it overlaps with my existing Zoho CRM list. The fields in my Zoho CTM are more robust. Will this new list that I upload into my campaigns overwrite
      • when I email a invoice how can i see it was sent and also were i can go to see all emails sent

        when I email a invoice how can i see it was sent and also were i can go to see all emails sent?
      • How can I see content of system generated mails from zBooks?

        System generated mails for offers or invices appear in the mail tab of the designated customer. How can I view the content? It also doesn't appear in zMail sent folder.
      • CRM Blueprint Notification by Cliq

        Dear Zoho team, In Workflow, there is nofication by cliq, but in blueprint, there is no option as cliq notification. I think it is very convenient to get notified by Cliq , as there are multi modules in apps, but we will always check Cliqs
      • Sync Contacts in iOS

        What does the "Sync Contacts" feature in the iOS Zoho Mail app do?
      • Next Page