【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

    • Multi-currency and Products

      One of the main reasons I have gone down the Zoho route is because I need multi-currency support. However, I find that products can only be priced in the home currency, We sell to the US and UK. However, we maintain different price lists for each. There
    • Cliq iOS can't see shared screen

      Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? Regards
    • COQL API in JS Widget only pulling 200 records

      Hello! We've been building a custom homepage widget using the Zoho JS SDK, and it seems that this https://help.zwidgets.com/help/latest/ZOHO.CRM.API.html#.coql only allows 200 records. I thought the limit was 2000 for COQL queries, but am I mistaken?
    • Passing the CRM

      Hi, I am hoping someone can help. I have a zoho form that has a CRM lookup field. I was hoping to send this to my publicly to clients via a text message and the form then attaches the signed form back to the custom module. This work absolutely fine when
    • Paid Support Plans with Automated Billing

      We (like many others, I'm sure) are designing or have paid support plans. Our design involves a given number of support hours in each plan. Here are my questions: 1) Are there any plans to add time-based plans in the Zoho Desk Support Plans feature? The
    • Different form submission results for submitter and internal users

      I'm looking for suggestions on how to show an external submitter a few results while sending internal users all the results from the answers provided by the external user. The final page of our form has a section with detailed results and a section with
    • Help Desk Services Solution

      I am here looking for Help Desk services solution for organization. I also searched this on many different website and found many solutions. We are bit confused to which one to choose. One of my friend suggest me this platform, and i am hoping i will
    • Facing Issues with Sites Mobile font sizes

      my page renediaz.com is facing issues mobile view, when i try to lower font sizes in home page, instead of changing the size, it changes the line space
    • Remove 'This is an automated mail from Zoho Sign' in footer

      Hi there, Is it possible to remove or change the text under the e-mail templates? I can't figure out how to do that: Would love to hear from you. Kind regards, Tristan
    • Formatting and slow

      Creating campaigns are difficult.  I'm fairly computer literate but some of the way Zoho Campaigns formatting works is painful.  Images fail to upload or are very slow. To top it off, syncing the contacts is a pain as well as temperamental links to create Segments. At this rate I'm afraid we might need to migrate back to Mailchimp.
    • Default Ticket View - Table?

      Guys, We mostly use the table view to queue tickets. Maybe I am missing it - but how can I set that view as 'default" for all our agents? Thanks JV
    • Boost your Zoho Desk's performance by archiving tickets!

      The longer your help desk operations are, the more likely it is to accumulate tickets that are no longer relevant. For example, ticket records from a year ago are typically less relevant than currently open tickets. Such old tickets may eventually lead
    • Paste emails to create segment

      We are moving over from Mailchimp to ZOHO. However Mailchimp allows me to create a segment by pasting in emails from excel (or importing a .csv) can I do the same in Mailchimp?
    • Getting the Record ID of a form once it is submitted - so that form can be edited later

      In Zoho Forms, where can I access the record ID of a form once the form is submitted? - Record ID is not available in webhook payloads - It is not available to form fields, including in formulas - It is not available as a parameter in a thankyou page
    • Auto-Generate Line Numbers in Item Table Using HTML & CSS Counters (Zoho Books & Zoho Inventory Custom Templates)

      <div> <style> /* Start counter from 0 inside tbody */ tbody#lineitem { counter-reset: rowNumber; } /* Increment counter for each row */ tbody#lineitem tr { counter-increment: rowNumber; } /* Show counter value in first column */ tbody#lineitem tr td:first-child::before
    • Possible to define default font and size in Zoho Campaigns?

      Is it possible to define a default font (font, size and colour) for the text, H1 and H2 in Zoho Campaigns? For example: In a campaign, I add a text block, and the text is automatically century gothic, size 11, grey (6f6f6e) by default? Thank you!
    • Zoho Sites - General Feedback

      Hi Everyone-- Quick question for discussion: is it me or is working with Zoho Sites like entering the Twilight Zone? I've built many sites over the years, but this platform seems impossible. I've spent an entire day and a half trying to get a simple one-color
    • File Upload field not showing in workflow

      Hi, I have added a field on Zoho CRM. I want to use it in a workflow where that particular field is updated based on another field, however it is not showing up in the field list to select it in the workflow. Why is this please?
    • You cannot send this email campaign as it doesn't have any eligible contacts in the selected mailing list. You can try adding contacts or choose other mailing lists.

      please help
    • Strengthening the capabilities of CommandCenter in Zoho CRM Plus

      When you look at the prospect-to-customer journey in most businesses 10 to 15 years ago, it was relatively straightforward. Many of us remember walking into a store, sharing our requirements with a sales associate, reviewing a few options, and making
    • World date & time format

      Hello, Is there a timeline to get the worldwide used date and time format ? I mean not the american one... I mean day month year, and 24 hours clock. Regards
    • How can Data Enrichment be automatically triggered when a new Lead is created in Zoho CRM?

      Hi, I have a pipeline where a Lead is created automatically through the Zoho API and I've been trying to look for a way to automatically apply Data Enrichment on this created lead. 1) I did not find any way to do this through the Zoho API; it seems like
    • Announcing Kiosk 1.1 - Customize screen titles, configure new fields & actions, use values from your Kiosk to update fields, and more.

      Hello all We are back again with more enhancements to Kiosk. So what's new? Enhancements made to the Components Add titles for your Kiosk screens and adjust its width to suit your viewing preferences. Three new fields can be added to your screen: Percentage,
    • Any recommendations for Australian Telephony Integration providers?

      HI,  I am looking for some advice on phone providers as we are looking to upgrade our phone system, does anybody have experience with any of the Australian providers that integrate with CRM Telephony? So far we are looking at RingCentral and Amazon Connect, and would love to hear feedback on any of the other providers you might have tried.  Thank you
    • CRM Cadences recognise auto-responses

      I have leads in a Cadence. I get an auto-responder reply "I'm out of the office..." Normally Cadences seems to know that isn't a real reply and keeps the lead enrolled in the cadence. However, today, Cadences has UNENROLLED a Lead who sent an auto-reponse
    • Zoho Campaigns Workspaces

      Hi, I’m currently working on a Zoho CRM + Zoho Campaigns setup for a franchisee-based organization, where each franchise must only see and use its own contacts. At the moment, franchisees cannot properly access their contact lists in Zoho Campaigns unless
    • Limited System because of Limited Number of Fields for Car Dealership

      Dear Zoho Support, we want to have all the information about a car inside of a car record. We want to have Zoho CRM as our single source of truth for our data, but the limited number of fields are not allowing that. The data consist of: technical data
    • Automatically Update Form Attachment Service with Newly added Fields

      Hi, When I have a Form Setup and connected to a 3rd Party Service such as OneDrive for Form Attachments, when I later add a new Upload Field I have to remove and redo the entire 3rd Party Setup from scratch. This needs to be improved, such as when new
    • Zoho CRM for Everyone's NextGen UI Gets an Upgrade

      Hello Everyone We've made improvements to Zoho CRM for Everyone's Nextgen UI. These changes are the result of valuable feedback from you where we’ve focused on improving usability, providing wider screen space, and making navigation smoother so everything
    • Newsletter in multiple languages

      Hi We are planning on starting to use Zoho Campaigns for our newsletters. Since we send our newsletters in three languages, I would need the "unsubscribe page" and other pages related to the NL (Thank you page and so on) to be available in different languages
    • Fixed assets in Zoho One?

      Hi, We use Zoho Books and have the fixed asset option in it. I started a trial for Zoho One and I do not see that as an option. Is the books that is part of zoho one equivalent to Zoho Books Elite subscription or is it a lesser version? Thanks, Matt
    • Set Default Status of Assembly to "Assembled" When Entered in UI

      I've just discovered the new "confirmed" status of Assemblies within Inventory. While I understand the intent of this (allowing for manufacturing planning and raw material stock allocation), it was initially confusing to me when manually entering some
    • I need to Record Vatable amount and non vatable amount separately in zoho books in a single line

      I need to Record Vatable amount and non vatable amount separately in zoho books in a single line give me the customisation option and in invoice copy to customer the total amount should be inclusive 5%vat and no need to show the vatable and non vatable
    • Sort Legend & stacked bar chart by value

      I'd love to see an option added to sort the legend of graphs by the value that is being represented. This way the items with the largest value in the graph are displayed top down in the legend. For example, let's say I have a large sales team and I create
    • Scanned Doc - selecting Item overwrites Rate

      I have a Vendor Invoice which was uploaded to Documents. I select Add To > New Bill. The OCR is actually quite good, but it is reading an Item Description instead of an Item Number. I remove the description and select the correct Item Number... and it
    • Timesheet invalid data error

      Getting the "Invalid Date" error when trying to add a time sheet to an appointment in a work order. I initially though the work order was corrupt or something so I deleted the work order and recreated it. I added the first time sheet to the AP and saved
    • Convert invoice from zoho to xml with all details

      How to convert an Invoice to XML format with all details
    • Any update on adding New Customer Payment Providers who support in store terminal devices?

      Currently there is only one Customer payment provider listed for terminal devices in USA- Everyware. They charge a monthly fee of almost $149 minimum. Will you add other providers - like Zoho Payments or Stripe or Worldpay that would allow integrated
    • Dealing With One-Time Customers on Zoho Books

      Hello there! I am trying to figure out a way to handle One-Time customers without having to create multiple accounts for every single one on Zoho Books. I understand that I can create a placeholder account called "Walk-In Customer", for example, but I
    • Customizing Helpcenter texts

      I’m customizing the Zoho Desk Help Center and I’d like to change the wording of the standard widgets – for example, the text in the “Submit Ticket” banner that appears in the footer, or other built-in widget labels and messages. So far, I haven’t found
    • Next Page