【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

    • Sharing URLs and direct access

      Hello, I am storing my team's email signature images on Workdrive. I am creating a public image download share and adding “?directDownload=true” so that the image can be accessed without the Workdrive interface. A few questions: 1) Can we generate friendly

    • Zoho Mail Android app update: Calendar enhancements

      Hello everyone! In the most recent version of the Zoho Mail Android app update, we have introduced various new enhancements for the calendar module. Let's explore what's new. Drag and drop events to update the date and time We have enhanced the calendar

    • Enhance Delay Configuration in Zoho Flow

      Dear Zoho Flow Support Team, We are writing to request an improvement to the delay configuration process within Zoho Flow. Currently, users are required to manually enter the exact delay duration (e.g., "2 days") in the delay block. This can be time-consuming

    • Contratação ProdutivosX

      Bem-vindo(a) ao processo de contratação da ProdutivosX. Este formulário tem como objetivo coletar informações essenciais para análise de perfil profissional, alinhamento de competências e possível integração ao equipamento ProdutivosX. A ProdutivosX é

    • Zoho Books - How to Invoke a Custom Function in Schedulers

      We have multiple schedulers that send emails to customers in batches. Currently, we are maintaining the same code across several schedulers. Is it possible to use a custom function inside a scheduler script? If yes, how can we invoke the custom function

    • Enhance Sign CRM integration

      Hello all, I'm working on a custom Deluge script to enhance the integration between Zoho CRM and Sign by using a writer merge template for additional flexibility. I want to replicate the post-sign document integration that exists between CRM and Sign

    • Unified WhatsApp Number Management in Zoho Desk and SalesIQ

      Dear Zoho Desk Support Team, We are currently utilizing both Zoho Desk and Zoho SalesIQ for our customer support operations. While both platforms offer WhatsApp integration, we are facing challenges due to the requirement of separate WhatsApp numbers

    • Problem using Zoho Desk API

      Goodmorning, I am trying to use the Zoho Desk API to create a dashboard in Grafana, but I am having a problem. Following the instructions in the API documentation, I created the API Console application (server-based application). Then I created the string

    • Email Field Validation Incorrectly Rejects RFC-Compliant Addresses (Forward Slashes)

      I've encountered a validation issue with Zoho Creator's Email field that rejects RFC-compliant email addresses containing forward slashes, and I'm hoping the Zoho team can address this in a future update. The Issue When entering an email address containing

    • Customer ticket creation via Microsoft Teams

      Hi all, I'm looking to see if someone could point me in the right direction. I'd love to make it so my customers/ end users can make tickets, see responses and respond within microsoft teams. As Admin and an Agent i've installed the zoho assist app within

    • Plug Sample #15 - Enable Human-Like, Contextual Interactions in SalesIQ with Zia Agents

      Zia Agents are conversational AI assistants designed to understand user intent and respond intelligently, helping businesses automate conversations and offer personalized support at scale. While Zia Agents are yet to be publicly released, access is currently

    • Best way to schedule bill payments to vendors

      I've integrated Forte so that I can convert POs to bills and make payments to my vendors all through Books. Is there a way to schedule the bill payments as some of my vendors are net 30, net 60 and even net 90 days. If I can't get this to work, I'll have

    • Seamless Round-Trip Navigation for Related Blocks (Detail View)

      As highlighted previously in this post (and here, here, here, and here), we still lack a fundamental capability for seamless navigation in Related Blocks. The popup that appears when adding a related record doesn't exist for viewing/editing existing records,

    • Social Profile Logo Format

      Hello, I'm using Zoho Sites and am attempting to add a couple of social media accounts to my profile that aren't included in the default platforms that are available. What format is the logo required to be in? I have tried .png and .jpg with no success.

    • How to create Sepa Direct Debit XML file: solution and code

      Even though Books provides a payment integration for Stripe and Gocardless (in Europe) there are customers that want to use the Sepa services of their own bank. Mainly because Stripe and Gocardless are quite expensive. In that case they would need a Sepa

    • Traditional Spreadsheet vs Zoho Tables

      Hello everyone, This article explains the differences between Spreadsheet applications and no-code databases, such as Zoho Tables. While both tools belong to the "grid" family, the core difference lies in their purpose. A spreadsheet (such as Zoho Sheet,

    • RFQ MODEL

      A Request for quotation model is used for Purchase Inquiries to multiple vendors. The Item is Created and then selected to send it to various vendors , once the Prices are received , a comparative chart is made for the user. this will help Zoho books

    • Delegate Access - Mobile iOS/iPad

      We’re over the moon that delegate access is now available in Zoho Mail as we were nearly ready to switch platforms because of it! Is there a timeline on when delegate mailboxes will be accessible from the iOS and iPad OS applications? Thanks, Jake

    • Request For Quotation (RFQ) module

      Hello, Do you have any plans to implement a RFQ module in to ZOHO Inventory? I would like to chose items that I require a price for, select a number of different suppliers to e-mail and have them submit there pricing online. I would then like to see a

    • Support for Developing Zoho Recruit Extensions via Zoho Sigma

      Hi, I’m interested in building an extension for Zoho Recruit using Zoho Sigma. However, when I navigate to Sigma and attempt to create a new extension (via the "New Extension" option), Zoho Recruit does not appear as a listed service—only options like

    • FOLDER DISAPPEARED

      Hello Zoho Community. I recently found a problem with no explanation: a folder in Zoho Analytics just disappeared, but the tables and SQL sentences still existed, the folder was not deleted. The solution for me in this case was to create a new folder,

    • How to create estimates/Invoices with sub-totals

      Every other accounting package can create estimates and invoices with Sub-totals. How can I do that in ZohoBooks?

    • Deluge scripts

      Why is there not a search function to make it easier to find the script of interest when modifications are required.

    • Social media simplified with Zoho Social: Why should brands have a Threads profile?

      Just over a year ago, Instagram launched Threads, the all new social media app primarily focusing on sharing text online. It was welcomed by people worldwide with more than 10 million users in just seven hours, and it currently has over 175 million active

    • Auto tracking URL generation based on Carrier

      Hi, While creating a shipment order for a package in Zoho Books, I have a requirement that for example, if the carrier is Delhivery and tracking number is 1234, then can automatically the tracking link/URL be generated as www.delhivery.com/1234. Similary,

    • New Beginnings with Zoho Desk mobile app best practices: Part 3

      In focus: Scaling consistency, intelligence, and customization In our third installment, we'd like to share tips to help you elevate your customer experience as you handle support operations seamlessly on mobile. Let's reconnect with Omniserve, the field

    • Highlights of 2025: Milestones and moments

      Hey everyone! As we step into 2026, it’s a great time to look back at everything 2025 brought to Zoho Social. This year was big, packed with powerful new features, smart enhancements, exciting events, and a major milestone: a whole decade of Zoho Social.

    • Introducing the sandbox environment in Zoho Sign

      Hey there! Customer and partners across the globe have been requesting a testing environment—also called a sandbox—for quite some time. Sandboxes help you try out document workflows before using them in your production setup. This new year, we are excited

    • Can I share the drive with another Windows user?

      We use the WorkDrive Sync application on a server with several remote desktop users. Our question is: Can the drive created by WorkDrive Sync be shared from one of these remote users with the other users so they can access the files, or do we need to

    • Syncing Bills in Zoho Books to Zoho CRM

      Is there any way to sync the Bills in Zoho Books in Zoho CRM

    • Auto CheckOut Based On Shift.

      This Deluge script runs on a scheduled basis to automatically set the 'Actual_Check_Out' time for employees who haven't manually checked out. If the current time is past their scheduled 'Shift_End_Time', the script updates the check-out time to match

    • ERROR: Product type cannot be changed for Items having transactions.

      I have mistakenly added a product type as goods for an item that was a digital service. Now when HSN/SAC became mandatory, this brought my attention to this error I did. So I tried changing the product type but it displayed this error message Product

    • Boost your CRM accuracy with smart Data Enrichment

      Hello all! In this post let's look at data enrichment from a holistic perspective to gain more clarity on how you can use it. So, here's a quick recap of what data enrichment is and how you set it up it to enhance your existing module data! What is data

    • Is it possible to set a region lookup table so that my deal country can lookup this lookup table

      Hi there, I would like to be able to add a data lookup table with the following fields: Country, Region. And then in my deal report, i can then lookup this table to fish out the region in my report. This will be important for my sales process to categorise

    • Test Emails Show Sent "via zcsend.net" in My Gmail Account

      I noticed the following info... However, a few email service providers such as Outlook and Gmail will display that the email was sent by zcsend.net (Zoho campaigns’ server) on your behalf instead of just your from email address.  In order to prevent this, you can go for either of these options: Do not select the check box meant for DomainKey Signature which is listed under Unverified sender domains. Include our mail servers by advanced authentication method such as SPF/ Sender ID and DomainKey/ DKIM.

    • 'UnAuthenticated Connection: zbooks_connection'

      I have a zoho connection in Zoho Books, the link name es zbooks_connection, but I like to validate if exist, by example if I use this line in my code: response=zoho.books.getTemplates("", "","zbooks_connection"); But I don't  have the connection I like

    • Calling the new 'Custom API' feature from within a Custom Widget

      From what I've learned it is not possible to call an endpoint from the new "Custom API" feature within a Creator Widget. The SDK's doesn't support it yet, when calling it natively you end up with CORS issues or at least I couldn't get it working even

    • Cannot post to Instagram. I get the error: Insufficient permission to publish on this page. Check with your page Admin to update permissions.

      We had another admin that left the company. Since he left, we get this error when posting to Instagram.

    • Zoho desk desktop application

      does zoho desk has a destop applicaion?

    • Ability to re-order Workflow Rules

      We really need the ability to re-order workflow rules within departments.  Either the ability to drag/drop them into a different order or something.

    • Next Page