【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

      • Problem with signature on zoho survey

        Hello, I'm trying to export individual responses with signatures on zoho survey. But the signatures on some of my surveys are not exported as the original image, but as a generic image, same for all (screen joins). Is there a solution to have the signatures

      • Change in Zoho CRM API?

        Hello, I am using the Zoho API trough the PHP SDK v2.1 Since few days, I noticed that I have to change the way I pass the data to the API when I create, update, or upsert a record. Dates Before I was passing a PHP date object to "$record->addKeyValue(...)",

      • MTA - BAD IP reputation by outlook/hotmail

        Messages to Microsoft email servers are bouncing back due to poor reputation. Message: 4.7.650 The mail server [136.143.188.206] has been temporarily rate limited due to IP reputation. For e-mail delivery information see https://postmaster.live.com (S775)

      • QuickBooks Extension for Zoho CRM - Advanced Features -2025

        Hello Everyone, We’re happy to announce the latest version of our QuickBooks Extension for Zoho CRM, now officially live on the Zoho Marketplace! This release introduces one-click data sync, a user-friendly UI, enhanced performance, and a powerful set

      • Changing Department often causes the Firefox tab to freeze

        Title, it doesn't seem to happen with neither Opera nor Chrome. And even in Firefox, sometimes it just lets me change the department I'm in no problem, even to All Departments which is probably the most, like, resource heavy? But most of the time, the

      • Need to integrate Zoho Mail Mobile app with Zoho Meeting Mobile App for Android and Apple

        Hello Zoho Team, Please bring integration of Zoho Mail Mobile app with Zoho Meeting for Android and Apple Thanks

      • ¡Muchas gracias por participar a los Meetups de Usuarios de Zoho! Y Novedades del ecosistema Zoho

        ¡Hola Comunidad de Zoho en Español! 👋 Después de un breve lapso de tiempo, volvemos con una nueva edición de nuestro Community Digest, donde te contamos las novedades de los productos de Zoho en los últimos meses. Estas mejoras se centran en nuestros

      • Anyway to move mail from one account to another yet?

        Hello, Is there any way to move email from one mailbox account to another mailbox account in zoho yet? Thanks, Ryan.

      • Using a CRM Client Script Button to create a Books Invoice

        Hello, I need help handling error messages returned to my client script from a function. The scenario I have setup a client script button which is available from each Deal. This CS executes a crm function, which in turn creates an invoice based on the

      • Building Toppings #2 - Learn how to use Bigin's Developer Console to build toppings

        Hey Biginners, In our last post, we discussed what toppings are, why they're essential to extending Bigin's capabilities, and how the Bigin Developer Center serves as the starting point for building them. As a cloud platform, the Developer Center empowers

      • Links are incorrect when sent out

        I'm adding in hyperlinks into my eDM. When I send a test email, it's all correct. However, when I send out the eDM, all the hyperlinks jump up one space so none of the links are opening to the correct page. Why is this happening and how can I fix it?

      • Tip of the week #16 - Search and filter threads based on criteria

        Zoho TeamInbox lets you search and filter threads with any information that you have about the thread. You just have to input the criteria and Zoho TeamInbox will list all the threads that match the condition.   Firstly, there is a global search you can

      • Introducing recipient authentication via Stripe Identity in Zoho Sign

        Hi everyone! It's important to authenticate your recipient's identity before they access and sign important documents to ensure the highest level of compliance. Zoho Sign already helps businesses do this with various authentication methods: SMS OTP Email

      • Keep Converted Leads

        How do I keep the converted leads in the Leads Module after conversion (converting it to account, contact, deal). I want to add it in a converted stage in the leads module in order to get a report or dashboard and see all converted leads from my pip

      • Customizing Global Search Settings for All Users

        Hi Our team use the brilliant global search functionality within CRM many many times daily. But, we struggle with the out-of-the box columns that CRM gives you. We are always telling users to customize this look to more suit our business, to show the

      • Introducing Formula Fields for performing dynamic calculations

        Greetings, With the Formula Field, you can generate numerical calculations using provided functions and available fields, enabling you to derive dynamic data. You can utilize mathematical formulas to populate results based on the provided inputs. This

      • Tip of the Week #77– Stay informed of the activities happening in your organization

        Whenever a message is handled in Zoho TeamInbox, every action is recorded in the Activity Log. This ensures you always know what’s happening across your teams and inboxes. To access it, simply click the Audits icon on the left pane’s top bar after logging

      • Zoho Logs - Not seeing logs since 30 Nov

        Hi, we have a few functions running, I am testing some new ones and noticed that although I can see executions, I cannot see any logs, even when the first line on the functions is a log. I reviewed some existing functions, one of which is invoked on a

      • Workdrive MS Office integration

        Have installed subscribed version of Zoho WorkDrive VSTO runtime not found is the error when I try to install Zoho_WorkDrive_For_Office Unable to open work files in Excel and Word Urgent, since I have migrated all my OneDrive files to work drive already

      • How to change Zoho Vault password

        I am searching where I can change the Vault Password after having changed the Zoho account password. I don't see this option anywhere in my account. It should be simple and accessible! Please help. Thanks!

      • Zoho Workdrive - Communication / Chat Bar

        Hi Team, Please consider adding an option to allow admins to turn on or off the Zoho Communication Bar. Example of what I mean by Communication Bar: It's such a pain sometimes when I'm in WorkDrive and I want to share a link to a file with a colleague

      • When Marking a Multiple Choice Answer Exclusive - Not Following My Survey Disqualification Logic

        Using a multiple choice (many answers) question and I created survey disqualification logic that was working as intended. My question: Disqualification page logic is: If (QUESTION) is "any one of the following" then (OPTIONS) - a custom message populates

      • Where to Add Machines as Products to Map with Assets in Zoho FSM?

        implementing Zoho FSM for a clinical equipment supply company. The business sells and installs clinical machines in hospitals and clinics, and they also handle service requests, scheduled maintenance, calibration visits, and general machine upkeep. In

      • Show Zoom Link in Recipient's Calendar

        We set up meetings within a record, selecting the "Make this an online meeting".  We use Zoom. Most of the recipients go to their calendar (usually Gmail or Outlook, corporate) to join the Zoom meeting, but there is no Zoom link in the calendar. Can this

      • Zoho Bigin - should be able to link a "contact" to multiple "companies"

        Hello Support, I called into telephone support and was told that a contact can only be linked to one company. We have situations were director are contacts of and directors of multiple companies so that seems a basic weakness in Bigin. When go to add

      • Does Thrive work with Zoho Billing (Subscriptions)?

        I would like to use Thrive with Zoho Billing Subscriptions but don't see a way to do so. Can someone point me in the right direction? Thank you

      • Radio button data won't update

        Wondering if anyone is experiencing the same problem. I tried bulk updating our data on Zoho Creator using API and noticed that the radio button field wasn't updated. I have tried updating it manually, it didn't work. When I tried updating a text field

      • Introducing Global Sets for easy management of similar picklists in CRM

        Latest update (December 2025): You can now apply color coding to the values inside a global set, the same way you color code values in regular picklist fields. Update (Sep 2024): We've increased the maximum count limit for global sets. These new limits

      • No Ability to Rename Record Template PDFs in SendMail Task

        As highlighted previously in this post, we still have to deal with the limitation of not being able to rename a record template when sent as a PDF using the SendMail Task. This creates unnecessary complexity for what should be a simple operation, and

      • New in CPQ: Smarter suggestions for Product Configurator by Zia, and additional criteria in Price Rules

        Hello everyone! CPQ's Product Configurator in Zoho CRM allows sales teams to define structured product bundles through configuration rules, ensuring that the right product combinations are applied consistently in quotes. Admins set up these configurations

      • Process between CRM and Campaigns to ensure double opt-in contacts?

        I would like to ask for a few clarifications to ensure we fully comply with best practices and legal requirements: According to the documentation (Zoho Campaigns CRM sync – Default option), the best and recommended way to sync contacts is by using the

      • Zoho Books - New Interface keep details with PDF View

        Hello, The Zoho Books Interface has changed for estimates etc... One thing is causing issues though. Before the change, in PDF view you could see the detail information including custom fields entered for the estimate. Now, you have to switch between

      • Tip #52- Zoho Assist Downloads: Everything You Need in One Place- 'Insider Insights'

        Looking to start remote support sessions faster, manage unattended devices effortlessly, or join sessions without any hassle? The Zoho Assist Downloads Center has all the tools you need—across desktop, mobile, IoT, and browser environments. With our range

      • Condition based aggregate fields in subforms

        Hello everyone, We're excited to inform you about the latest enhancements made to our aggregate field capabilities in subforms; create aggregate fields based on conditions! An aggregate field is a column on which a mathematical function has been applied.

      • SalesInbox

        Sorry for saying this but SalesInbox is a really mess. BIG FAIL. Bad UX and VERY bad IMAP sync. I don't know how can someone use this to be more productive. It's just the oposite. I'm trying to use SalesInbox for a while but sales people do not have just sales activities so we still have to came back to the mail app anyway. Folders of SalesInbox are not in sync with folders of mail server (wich syncs Ok to mobile) and vice-versa wich leads to double work as now you have to cleanup 3 inboxes (Mail

      • Print labels on selected view

        How can I print labels for select view. Always defaults to ALL contacts when I select View = Mailing Labels. Thanks!!

      • Update CRM Price Books to include volume discounts as per Zoho Books/Inventory

        Once again, Zoho has 3 great products that all store information in different ways (which is not helpful when you attempt to integrate the 3 products - one of the best features of Zoho). Zoho CRM Price Books are basic at best. Zoho Books/Inventory Price

      • Tip #40- Strengthen Remote Support with IP-based Restrictions in Zoho Assist– ‘Insider Insights’

        Protecting sensitive data and preventing unauthorized access is a top priority for any organization. With IP-based restrictions in Zoho Assist, you can ensure that only users from trusted networks can initiate remote support sessions. Say your IT team

      • Printing Client Lists

        I was looking for a way to print out client lists based on the account. For example if I want all my contacts from company A on one sheet, how would I do this. Moderation Update (3rd December 2025): There are two challenges discussed in this thread. 1.

      • Qwen to be the default open source Generative AI model in Zoho Desk

        Hello everyone, At Zoho Desk, we will make the latest Qwen (30B parameters) the default LLM for our Generative AI features, including Answer Bot, Reply Assistant, and others. As a subsequent step, we will discontinue support for Llama (8B parameters).

      • Next Page