【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！






        • Recent Topics

        • Zoho CRM Reports Module on Mobil App

          I have the mobile app and the reports module doesn't appear in the sidebar for some reason. I saw a Youtube video where the user had the Reports module on mobile. Is there a setting to show it on mobile? Thanks.

        • Inquiry on Help Centre Tab Customisation

          Hi Zoho team, I’m wondering if it’s possible to further customise the Help Center tabs, specifically the descriptions under Knowledge Base, Community, and Tickets. While the current setup allows customising tab names, being able to tailor the descriptions

        • Passing a form object to a function

          Suppose I have a sort_order field in multiple tables and I want to increment it by +1 onCreate of a new record. Is there a way to pass the form object as an argument into the function to keep things DRY? The following function from Zia works, but I'd

        • Can you copy and paste a page within a form?

          I have been looking at trying to copy/duplicate a whole page within a form. I can't see how I can do this without having to add all the data in again. This is very time consuming. Any help would be great.

        • Unable to sort as Descending order

          Trying to change the sort order for a lookup field (checkboxes) from Ascending to Descending and keep getting an error in Deluge that the order must be Ascending Did anyone ran into this? Thanks Eyal

        • How do I copy an email message to one or more other folders?

          I can move a message to another folder using the "move to" option but I can't figure out how to copy a message. 

        • New feature request: Allow copy of email message to another folder

          Hello Zoho team, This is a suggested new feature to allow copy an email message to either another folder or the same folder. Within the same Zoho account. This is not a support request about "label". This is a suggested new feature to allow copies of

        • Hotmail is blocking the zoho mail IP

          Greetings, Since last Tuesday (5 days ago today) I wrote to Zoho support and I still haven't received a single response (Ticket ID: 2056917). Is this how you treat people who pay for your email service? I am making this public so that those who want to

        • Creator Simplified #11: Create a custom button to download files

          Hey there! This time, let's see how to create custom buttons to download the files uploaded in the file upload field. Sample use-case A training app has a module that provides the materials for all the available courses. Students can click on the corresponding

        • Hide horizontal lines at bottom of form

          Hi I have a page with 3 forms embedded in html snippets. On each of the forms I can hide the submit button easily but I am left with the horizontal lines that bound that section and I cannot figure out to remove them (see below for the two sets of horizontal

        • Autosaving of Form Field

          HI can anyone suggest a way of autosaving or simulating an autosave function for a specific field in a form. The story is as follows. I have a bunch of technicians who write notes on how they do a repair. Sometimes they write for a couple of hours the troubleshooting process. If they click incorrectly, press ESC, Cancel or the browser crashes the information is lost which can be heartbreaking so my guys use notepad and then copy the information in. The only way around this is to click submit on the

        • Ask the Experts 26: Brighten every customer interaction with Zoho Desk all year long

          Hello everyone, Greetings and welcome to Ask the Experts 26. As we wrap up 2025, we are excited to invite you to the 26th episode of our Ask the Expert series. 🎄The Merry Metrics Edition = Best of Zoho Desk [Best Practices + Holiday Automation + Year-End

        • Pricing calculator

          Alright, so I'm trying to create a pricing calculator/pricing report generator to use in a cabinet shop. I did all the logic and such, and the calculator works. I have a few other things that I would need it to be able to do though, I'll do my best to

        • Bug Details

          In the Bug detail the milestoneid is missing

        • Is there a way to make a button scroll down?

          Looking to have a button on a landing page scroll down to another section on the page. Any recomendations outside of coding?

        • Stop completed task lists from disappearing?

          Is there any way to stop projects from making tasks lists disappear when all the tasks in the list are completed? That's one of those little things where we're constantly fighting the product. For instance we have some projects which are ongoing - no start and end date. We use Kanban view to show the various task lists. We don't want the kanban list to disappear every time the items on it happen to be closed out. Thanks

        • Allow customers to choose meeting venue and meeting duration on booking page

          My business primarily involves one-to-one meetings with my clients. Given the hybrid-work world we now find ourselves in, these meetings can take several forms (which I think of as the meeting "venue"): In-person Zoom Phone call I currently handle these

        • Booking outside of scheduled availability

          Is there a way for staff (such as the secretary) to book appointments outside of the scheduled availability? Right now to do this special hours must be set each time. There should be a quicker way. Am I missing something?

        • Operation Questions.

          Hello, I hope you are well. To explain a little, we are a company that sells services and products with a technical team responsible for installation and maintenance. Zoho FSM can be useful for the technical team, namely for the technical coordinator

        • Update date & time when a cell is edited

          Hi All, I am desiring to have a cell update with the current date and time when another cell is edited. Any ideas?  Thank you

        • Add "Groups" to "Share With" on Reports & All Entries

          Hi, On Forms we can share Publicly, with Specific Users And/Or Specific Groups or All Users. With Reports and All Entries we lack the "Groups" option, please add this as with many users this saves a lot of work. Thanks Dan

        • Add Pause / Resume Option to Zoho Quartz Recordings

          Hi Zoho Team, We would like to request an enhancement to Zoho Quartz recordings: the ability to pause and resume an ongoing recording. Current Limitation: At the moment, when recording an issue with Zoho Quartz, the recording continues even when we are

        • Custom Fields Not Showing Up in Invoice PDF Template Document Information

          I have added 2 custom fields under Sales > Invoices > Manage Custom Fields. They are set to show in all PDFs. However when I am editing my Invoice PDF template, i do not see the custom fields under Document Information.

        • ZOHO Books

          Hi there, Why after I upgrade my Zoho invoice > Books then i wanted to add plugin which i cannot do. Please advise.

        • How is Your eCommerce Experience w/Zoho Inventory?

          First off, I'm SUPER grateful for the advent of Zoho Inventory and now the Zoho Commerce Suite. Overall, Inventory is a great product, especially for customers without an eCommerce presence. For eCommerce companies (especially those shipping more than ~10 packages/day), however, there are certain drawbacks that keep my clients from moving over to Zoho Inventory: Cons: 1. Invoice + Package Creation from Shopify/Other eCommerce Integrations: Zoho Inventory makes the somewhat perplexing decision to

        • Simplify Mass Replies with Predefined Templates and Snippets

          Hello everyone, We are happy to introduce a new enhancement to Mass Reply that helps agents respond to customers quickly and consistently. With the addition of Email Templates and Snippets in the reply window, agents can use predefined messages while

        • Mapping custom fields from one module to another

          I have a custom field, "Subscription Period" that appears as a required field in every Opportunity (Potential). I want that field to appear on any Quotes derived from that Opportunity (and have created a custom field of the same name in Quotes for that

        • The Social Wall: November 2025

          We’re nearing the end of the year, and the holiday season is officially kicking in! It’s that time when sales peak and your social media game needs to be stronger than ever. We’re back with exciting new updates across AI, analytics, and the mobile app

        • Item name special charaters <>

          Im trying to input speical characters such as < and > into item name and item description but comes up with following error: Invalid value passed for Item Name and Invalid value passed for Item Description How do i allow speical characters?

        • How to update Multi File upload field

          Assume that i have a multi file upload field,how can i update the same field again?

        • Customer Address Not on Standard Invoice when Address is on Contact Record

          Hi,  I entered the customer billing and shipping address in Zoho CRM. I created an invoice in Zoho Books with the same customer contact. The contact is correctly in Zoho Books with the billing and shipping address. The invoice for the customer does not

        • Apply partial payments to invoices from the Banking Module

          We need this! Why is this not possible?

        • Welcome to the Zoho Show Community Forums page!

          Hello everyone, The Zoho Show community is a place for you to discuss and share anything and everything related to Zoho Show Presentations, our online presentation software. It includes users from all over the globe and all walks of life. Our community helps answer your Zoho Show questions with responses from other knowledgeable community members to give you the best experience creating and designing exciting presentations. Along the way, you'll meet recognized experts from our software team and

        • How can I convert an existing contact into a lead?

          I imported many contacts into ZOHO CRM. In order to select a few of them as leads, I want to mark or convert a few hundred as Leads. Who can I do that?

        • Price book functionality enhancement

          A common use of price books is to create a price book for a given customer level or contract with a specific company. Given that this is done at a company/customer level it would be great to see a way to associate a price book to a given customer and

        • Can we have 24x7 live support for Zohobooks ?

          Can we have 24x7 live support for Zohobooks ?

        • Important update about notification security in Business Messaging SDK

          As part of our ongoing effort to strengthen the security of notification data, we have enhanced how notifications are processed and protected in our applications. These improvements ensure that all notification related data follows the most up-to-date

        • Sync Zoho Marketing Automation with Zoho Forms

          I can't find a section where the integration between Zoho Marketing Automation and Zoho form is explained. And how form subscription works with opt-in and consents.

        • What is the difference between Zoho Campaigns and marketing hub?

          Zoho Campaigns is a permission-based email marketing tool for sending marketing emails and mass emails. Marketing Automation is a multichannel marketing automation tool that caters to organizations looking for tools to engage their users across multiple

        • Webhook not firing.

          I created a webhook using the Web UI, it looks very nice and the testing worked without an issue, but when i save/ update a ticket, the webhook is not firing. Here are the details of the web-hook i get from using the API "modifiedTime": "2019-10-22T09:23:37.380Z",

        • Next Page