【Zoho CRM】日時のフィルター機能のアップデート

【Zoho CRM】日時のフィルター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、各タブで利用可能な日時のフィルター機能のアップデートをご紹介します。
 
日付項目と日時項目のフィルター及びカスタムビューに、「前へ(Previous)」「次へ(Next)」の選択肢が追加されました。
 
⬛︎[前へ(Previous)]：作成日時に基づきレコードをフィルターにより抽出する場合
例1. 前へ6ヶ月：当月を除く直近6ヶ月間のレコードを抽出
例2. 前へ3年：今年を除く直近3年間のレコードを抽出

⬛︎[次へ(Next)]：完了予定日に基づきレコードをフィルターにより抽出する場合
例1. 次へ2週間：今週を除く今後2週間以内に完了予定のレコードを抽出
例2. 次へ1年：今年を除く、来年中に完了予定のレコードを抽出   

新たに追加されたフィルター機能により、日付や日時に基づいた条件を、これまで以上に正確に設定できるようになりました。

作成日時でフィルターをかける場合は、以下のキャプチャにある赤枠部分から、今回のアップデートで追加されたオプションを選択してください。



完了予定日でフィルターをかける場合は、下のキャプチャにある赤枠部分から、フィルター機能を使って表示内容を絞り込むことができます。


上記のフィルターを適用して表示されているデータ一覧画面や、カスタムビューでは、表示項目を自由に追加・削除することができます。操作手順については、以下をご参照ください。

​
⬛︎補足事項：フィルターを適用して表示されているデータ一覧画面や、カスタムビューの抽出方法（表示項目の追加・削除を制御できます）

手順①：画面右上のアイコンを押下。「表示する列を変更する」を選択。

手順②：追加したい項目にチェックをいれ、不要な項目はチェックを外す。

⬛︎補足事項：キャンバスビューの抽出方法
手順①：鉛筆マークを押下。編集画面に遷移する。

手順②：右端までスクロールし、＋マークを押下。プルダウンで表示された項目の中から、追加したい項目を選択。

手順③：削除する場合は、項目にカーソルを当てると3点リーダーが表示されるため、そこにカーソルを当てて削除を選択。




いかがでしょうか。日時のフィルター機能を利用中のユーザーさんはぜひ試してみてください！

Info適用範囲：全てのデータセンター、全てのプラン
……………………………………………………………………………………………………………………

＋＋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

      • Hiding Pre-defined Views

        You can enhance Zoho with custom views - but you cannot hide the pre-defined views. Most users focus on 4 or 5 views. Right now for EVERY user EVERY time they want to move to one of their 4 or 5 views - they have to scroll down past a long list of pre-defined views - we don't use ANY of the pre-defined views. Adding the feature to allow a predefined view to be hidden completely or only visible to certain users would be a big improvement in usability for Zoho CRM. This feature is already available

      • [Integration Edition] Deluge Learning Series – Third-Party Integrations with Deluge | October 2025

        We’re excited to continue this three-month edition of the Deluge Learning Series: Session 1 – Integrating Zoho Apps with Deluge Using Built-In Integration Tasks Session 2 – Integrating Zoho Apps with Deluge Using invokeURL and invokeAPI Session 3 – Third-Party

      • Feature Request: Tag, Search, and Report on Individual Private Comments

        Zoho Desk Team, First, I want to say that we are extensive users of Zoho Desk and it is a core part of our support operations. We rely heavily on the private comments feature for internal communication, knowledge sharing, and maintaining a clear history

      • Zoho CRM Community Digest - August 2025 | Part 2

        Hello Everyone! Here's a quick round-up of handy tips, clever workarounds, and product updates from late August. Product Updates: Meeting Enhancements in Zoho CRM! Track whether a meeting is online, in-office, or at the client’s location using the new

      • Assistance Needed: Ticket Status Not Updating and Sorting by Last Customer Reply in Zoho Desk

        Hello, I’m facing two issues in Zoho Desk that I’d like your guidance on: Ticket Status Not Updating: When a customer replies to a ticket, the status does not change to Reopened. Instead, it remains in Waiting on Customer, even after the customer’s response

      • Round robin

        Hi, I'm trying to set up a round robin to automatically distribute tickets between agents in my team but only those tickets that are not otherwise distributed by other workflows or direct assignments. Is that possible and if so which criteria should I

      • Time Entry Notifications

        Hi All - I have support staff who place notes of their work in the time entry section of Zoho Desk. Is there a specific workflow or setting I need to enable to have the ticket holder updated via email when an entry is saved?

      • Change text in help desk

        Hi, Please let me know how can i change the this text, see screenshot.

      • Customer happiness customisation

        Hi, I was wondering if it's possible to somehow customise to whom and when customer happiness request is sent? Can you enable it only for selected tickets for example based on workflow or any other criteria (customer name, tag or anything else)? Also

      • No Zoho Support Response in Months

        I want to say that I love Zoho FSM, Books, and CRM, but the support is scary bad. About 2-3 months ago, I emailed Zoho FSM support with two specific issues I needed help with, and I have still not received one single response. I also submitted a support

      • Has anyone built a custom AI support agent inside Zoho (SalesIQ/Zobot)?

        Hi all, I’ve been experimenting with building my own AI support assistant and wanted to see if anyone here has tackled something similar within Zoho. Right now, I’ve set up a Retrieval-Augmented Generation (RAG) pipeline outside of Zoho using FAISS. It

      • Null

        If a result is null how do I make it so that a custom error pops up instead of the default error? Can someone write an example as if I were using the script builder?

      • Format a "return" message

        Good day, Is there a way to format the message of the "return" function in CRM deluge script?

      • Change Last Name to not required in Leads

        I would like to upload 500 target companies as leads but I don't yet have contact people for them. Can you enable the option for me to turn this requirement off to need a Second Name? Moderation update (10-Jun-23): As we explore potential solutions for

      • Having Trouble Opening The Candidate Portal

        Recently am having trouble opening the Candidate Portal. It keeps loading but cannot display any widgets. Tried Safari, Chrome and Edge. Non of them work. Please solve the problem ASAP.

      • Tip of the Week - Spot Risky Sales with Conditional Formatting

        In Zoho Analytics, small tweaks can lead to big insights. One such feature is Conditional formatting based on other columns, your key to instantly spotting where sales success is overshadowed by product returns. Our tip this week shows you how to apply

      • How do I duplicate / copy a campaign

        I am evaluation Zoho Campaigns and sent an email to one of my personal email accounts from Zoho Campaigns.  It went into my junk file in Hotmail. I want to duplicate that same (1-page) campaign and send it to another of my personal accounts to try to

      • For a Bill, can "Pay via Check" - Can we also "Pay via Check" when documenting refund for payment?

        We really like when we have a Bill in Zoho Books that we can record payment by selecting "Pay via Check" and that will cut the check for us from Zoho Books. However, when we have to write checks as a result of invoice overpayment, we can not select "Pay

      • Creator Change History: Ways to improve

        Hi Everyone, Recently been working in developing this change history(an idea from Zoho Forms) - unlike forms that you can this with a click but using Creator, we can use "old" keyword. The concept I come up with is to put the result in a table however,

      • Suitability of Zoho One (Single User License) for Multi-State GST Compliance & Cost Analysis

        Hello Zoho Team, I am an e-commerce business owner selling on platforms like Amazon, Flipkart, and Meesho, and I'm currently using their fulfillment warehouses. I have two GSTIN registrations and am planning to register for an additional 2-3 to expand

      • add employees and customiz

        I want a Zoho software to track employees record. I logged in a demo so now I tried adding employee, first thing when I click on add employee it takes me to a page where it says add user maximum 10 users, my first doubt why users I don't want employees

      • Inactive User Auto Response

        We use Zoho One, and we have a couple employees that are no longer with us, but people are still attempting to email them. I'd like an autoresponder to let them no the person is no longer here, and how they can reach us going forward. I saw a similar

      • Zoho People Attendance Module - Split Shifts

        Hello, Our business employs a number of college students who often split their workdays between work hours and class schedules, resulting in split shifts. For example: Employee 1 works 9am to 11:30am and then leaves for class, returning to work at 3pm

      • Zoho One subscription

        we have got Zoho CRM for 3 users and we paid for the app , and we have still 9 months to go , but if we join Zoho one , does it mean the payment for that subscription would be a waste? Please help. Thanks.

      • How Zoho CRM Can Enhance Your Faucets Accessories Business Operations?

        In today's competitive market, having a reliable CRM system is crucial for managing customer relationships and streamlining business operations. For businesses in the faucets accessories niche, Zoho CRM offers powerful tools to help manage everything

      • Dashboard

        I’m currently working on a project using the Zoho IoT Cloud with an ESP32 and MQTT. I’ve successfully connected the ESP32 to Wi-Fi and MQTT, and the data from the ESP32 is displayed in the telemetry section of the cloud. However, when I try to create

      • Can i connect 2 instagram accounts to 1 brand?

        Can i connect 2 instagram accounts to 1 brand? Or Do i need to create 2 brands for that? also under what subscription package will this apply?

      • Zoho Forms - Improved Sub-Forms

        Hi Forms team, I'm helping a client move from JotForms to Zoho Forms and I've found another opportunity for improvement. In the below screenshot, JotForm left and Zoho Forms right. The Zoho Forms Sub-Form is quite a poor visually. There is no way to make

      • What's New in Zoho Billing | Q3 2025

        Hello everyone, We are excited to share the latest set of updates and enhancements made to Zoho Billing in Q3 2025. From the latest GST updates to multi-level discounting, Zia-powered report summaries, and customizable web forms, these updates are designed

      • How to Delete Personal Account Linked with My Mobile Number in past or by someone else

        How to Delete Account Created with My Mobile Number in past or by someone else This is creating issues in making or sync with my credentials mobile and email address..

      • WhatsApp Business Calling API

        Dear Zoho SalesIQ Team, I would like to request a feature that allows users to call WhatsApp numbers directly via Zoho SalesIQ. This integration would enable sending and receiving calls to and from WhatsApp numbers over the internet, without the need

      • Does Zoho Learn integrate with Zoho Connect,People,Workdrive,Project,Desk?

        Can we propose Zoho LEarn as a centralised Knowledge Portal tool that can get synched with the other Zoho products and serve as a central Knowledge repository?

      • Marketer's Space - Going beyond basics: Smarter ecommerce marketing with Zoho Campaigns

        Hello Marketers, Welcome back to this week's Marketer's Space. In the last post, we discussed the basics of email marketing and how to get started with email marketing in ecommerce. In this part, we'll dive much deeper into some other advanced features

      • Connecting two modules - phone number

        Hi, I’d like some guidance on setting up an automation in Zoho CRM that links records between the Leads module and a custom module called Customer_Records whenever the phone numbers match. Here’s what I’m trying to achieve: When a new Lead is created

      • Zoho Marketing Automation 2.0 - Landing Page function not working

        Dear Zoho Team, I am working on implementing Zoho Marketing Automation 2.0, and am now looking into the section "Lead Generation". If I open the "Landing Pages" section, I immediately get an Error code: Error: internal error occurred. Can you help me

      • Unable to use Sign "You have entereed some invalid characters"

        Unable to use Sign "You have entered some invalid characters" I do not see any invalid characters. The text in "Leave a Note" is plain text which I entered directly into the field. See attached screenshot

      • cannot login from outlook on mobile

        Hi there,   I tried to set up my email accounts on my iphone using outlook, but it always return email address and password error. Please find the attachment for the screenshot. I am pretty sure that I typed in the correct email address and password and the imap has been enabled from zoho admin account. I can configure the email address on iphone default mail service as well as outlook on pc, the problem only occurs on the outlook app on mobile. I do need to use this app instead of the iphone default

      • Elevate your CX delivery using CommandCenter 2.0: Simplified builder; seamless orchestration

        Most businesses want to create memorable customer experiences—but they often find it hard to keep them smooth, especially as they grow. To achieve a state of flow across their processes, teams often stitch together a series of automations using Workflow

      • Messages not displayed from personal LinkedIn profile

        Hello. I connected both our company profile and my personal profile to Zoho social. I do see all messages from our company page but none from my private page. not even the profile is being added on top to to switch between company or private profile,

      • "Performed changes in the query is not allowed due to following reason" when adding columns or reordering data

        I'm trying to make changes to a query but every time i try to save it i get this error message. I'm not touching the data it's flagging. All I've tried to do is reorder a couple of fields and add a new one. Why won't it let me do this? It's a core query

      • Next Page