
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。
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
- Communicate > メール > 予約メール > Create New Email
- オプション > Add Attachment を選択
- 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
参加者から希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
Mollie Connect in Zoho Books
Have noticed that Zoho Books is missing the most popular payment provider in Europe: Mollie. Knowing that Mollie has a solid Java SDK, why is this not yet implemented in Zoho Books for European customers? More info: https://docs.mollie.com/oauth/ov
Unable to change Lookup field from Multi Select to Single Select
I am trying to change a Lookup field in my Zoho Creator form from Multi Select to Single Select, but I am unable to find any option to do this.
Simple Callback Notifications Needed
My team are terrible at remembering their CRM callbacks, often due to how long in the future they are set for. Is there a way i can set an e-mail notification for when a callback is due? For example we set it for 9am one day and five minutes before they
Personal Data (RODO), Cookies / Trackers - ePrivacy
I have noticed several issues that should be addressed on the customer support page. Zoho Desk provides the support portal, but it currently lacks the following options: A GDPR and personal data processing consent checkbox before logging in, located in
How to set a multi-lookup field as mandatory?
Allow Multiple Scheduled Appointments with Zoho Support
Dear Zoho Team, I hope you're doing well. First, thank you for introducing the option to schedule support calls via the Zoho CRM booking link. This has been a fantastic enhancement, eliminating the need for back-and-forth coordination when scheduling
Audit Log for Zoho One Admin Panel
Dear Zoho One Team, We would like to request the addition of an Audit Log feature in the Zoho One Admin Panel. This log should provide visibility into any changes made within the Zoho One admin panel and directory, including but not limited to: Adding,
Personalize your booking pages with Custom CSS
Greetings from the Zoho Bookings team! We’re introducing Custom CSS for Zoho Bookings, designed to give you complete control over the look and feel of your booking pages. With this new feature, you can upload your own CSS file to customize colors, fonts,
Bug: OAuth 2.0 State Parameter fails with Pipe Delimiters (RFC 6749 Non-Compliance)
I've discovered a bug in how Zoho's API Console handles the OAuth 2.0 authorization flow when the state parameter contains pipe characters (|), and I'm hoping the Zoho team can address this in a future update. The Issue Zoho's OAuth 2.0 implementation
Custom Function to increment a value by one
Hi, I'm trying to find a solution to set up a counter on CRM records that tracks how many times certain actions have taken place. As a specific example: We have a field on Deals called "Times Close Updated". This starts at 0 on record creation. I'd like
Customer address in Zoho Bookings
Hello, Is it possible to add customer address information to the Zoho bookings appointment screen? Or have it pull that information automatically from the CRM? We are wanting to use this as a field management software but it is difficult to pull the address from multiple sources when it would be ideal to have a clickable address on the appointment screen that opens up the user's maps. It would also be advantageous for the "list view" to show appointment times instead of just duration and booking
Access token generate from the refresh token not working for API
Dear Sir/Madam, When I use my refresh token to obtain new access_token, that token return INVALID_TOKEN when the same API is called. I made sure that my api site is correct and match the auth web site. However the original access_token work fine.
why does my campaign move back to draft?
Every time I try to send my email campaign, it reverts back to Draft status.. this has happened three times in a row..how do i find out what the problem is? Thanks
Service and Parts Line Item Limitations
Hi FSM Team, We work with clients who deliver large-scale field service projects. In many cases, a single work order can contain 200+ service and parts line items. Currently, Zoho FSM limits work orders to 30 service and parts line items. While this works
【Zoho CRM】やりとりの要約機能リリースのお知らせ
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、新機能のやりとり要約機能をご紹介します。 Zoho CRMのやりとりの要約は、Ziaが生成する機能で、データに関連付けられた最近のやりとりを簡潔にまとめて提供します。 メール、通話、ミーティング、メモなどを1つの明確な要約にまとめ、重要なポイント、過去の話し合いの要点、結果、次のステップを表示することで、日常的な課題に対処します。 Ziaの強みは、単なる要約にとどまらず、内容の解釈も行える点です。やりとりの要約では、顧客との会話に潜む遅延、フォローアップ漏れ、約束、期限、感情、意図を特定します。
Recent post analytics not very useful
Hi, I'm enjoying some aspects of the Zoho Social. like being able to schedule posts to multiple channels. However, the recent posts analytics is disappointing. For example, I put up a reel on Instagram and Facebook yesterday. Instagram insights shows
Zoho Commerce and Third-party shipping (MachShip) API integration
We are implementing a third-party shipping (MachShip) API integration for our Zoho Commerce store and have made significant progress. However, we need guidance on a specific technical challenge. Current Challenge: We need to get the customer input to
What happens to the files created by user, whose account is deleted.
Hello, I created a folder in the My folders names "Quote" I shared the same with my colleague. She created some files and folders in that folder over the period of 1 and half year. Now she left company, and I deleted her account from Zoho. What happens
Internal Error When Accessing Team Inbox.
All our users are seeing this error in teaminbox. Because its a critical tool kindly resolve this issue ASAP.
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
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?
Next Page