【Zoho CRM】ウィザード機能に関するアップデート：検索欄（質問）の追加

【Zoho CRM】ウィザード機能に関するアップデート：検索欄（質問）の追加

弊社サポートチームからの情報をもとに、Zoho CRM の最新アップデート情報をお送りします。
━━━━━━━━━━━━━━━━━━━━━━━━━━
▼ Zoho CRM の最新アップデート情報：https://zurl.co/Or8g
━━━━━━━━━━━━━━━━━━━━━━━━━━

今回は、ウィザード機能に関するアップデート情報を紹介します。
┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈
┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈
■ Zoho CRM のウィザード機能とは？

Zoho CRM のウィザード機能は、データ入力を進めやすくするための機能です。 ウィザードを使用すると、データ入力用のフォームを複数の画面に分割し、段階的に入力項目を表示することができます。また。入力を中断する場合、そのデータを下書きとして保存し、後から入力を再開するように設定できます。
この機能を利用することで、入力項目が多いデータでも、スムーズに入力できるようになります。

ウィザードについての基本情報は、以下よりご確認ください。
■ アップデートされた機能（検索欄）について

今回のアップデートで、表示要素に検索欄（質問）が追加されました。
この機能を利用すると、検索欄に入力した値を特定のタブの項目でデータ検索して、その結果に基づいた特定の処理を実行することが可能です。



検索欄で入力した値に該当するデータが見つかった場合、実行可能な処理は以下の通りです。
  • 検索結果の一覧からデータを選択して、ルックアップ項目に反映する
  • 別の画面に移動する
  • 画面にウィジェットを表示する
  • ポップアップでメッセージを表示する
  • 表示要素（テキスト）にメッセージを表示する
  • 項目にメッセージを表示する

検索欄で入力した値に該当するデータが見つからない場合、以下の処理を実行できます。
  • 現在のタブまたは関連するタブにデータを作成する
  • 別の画面に移動する
  • 現在の画面にウィジェットを表示する
  • ポップアップでメッセージを表示する
  • テキスト要素にメッセージを表示する
  • 項目欄にメッセージを表示する

■ 検索欄の活用例

今回は連絡先タブに検索欄を設定した例を紹介します。例えば、以下の条件で検索欄を設定することができます。

（例）顧客の電話番号から、該当する取引先の企業を検索してデータに関連づける

検索欄
  • 要素の名前：電話番号（企業）
  • データの参照先（タブ）：取引先 
  • データの参照先（項目）：電話番号 




該当するデータにおける処理
  • 検索欄で入力した値に該当するデータが見つかった場合の処理：データ選択用の一覧を表示し、選択内容を［取引先名］の項目に反映
  • 検索欄で入力した値に該当するデータが見つからなかった場合の処理：取引先にデータを作成


まず、検索欄の”電話番号（企業）”項目に、取引先タブの"電話番号"項目の登録データの中から検索したい値（"045"）を入力して、項目の右に表示されている虫眼鏡マークをクリックします。



該当するデータが見つかると、データ選択用の一覧で表示されます。



選択した取引先データが、"取引先名"の項目に反映されます。



該当するデータが見つからなかった場合は、ポップアップが表示され、データを新規作成することができます。



こちらの活用方法や詳細については弊社サポートチームのFAQにて掲載しています。ぜひこちらの記事をご確認ください。
また、本社のフォーラムにも投稿がございます。こちらもご参照ください。

▼ Smarter data gathering with Query component in Wizards

今回紹介した機能は以下のプランからご利用になれます。
  • ウィザード：エンタープライズプラン

…………………………………………………………………………………………………………
Zoho Japan Communityのオンラインフォーラムのフォローをよろしくお願いします！

フォーラムをフォローすると、新着投稿やコメントの通知をメールで受け取ることができます。
また、特定のサブフォーラムの新着投稿の通知のみを受け取ることも可能です。

───────────────────────────
▼ オンラインフォーラムのフォロー方法はこちら

───────────────────────────
Zoho ユーザーによる活用のノウハウやアドバイスなど、運用やサービスの使いこなしに役立つ情報が満載です。ぜひこまめにチェックしてみてくださいね！
…………………………………………………………………………………………………………

    • Recent Topics

    • Basic Mass Update deluge schedule not working

      I'm trying to create a schedule that will 'reset' a single field to 0 every morning - so that another schedule can repopulate with the day's calculation. I thought this would be fairly simple but I can't work out why this is failing : 1) I'm based in

    • click to call feature

      I've Zoho CRM and in that i want click to call feature.

    • We Asked, Zoho Delivered: The New Early Access Program is Here

      For years, the Zoho Creator community has requested a more transparent and participatory approach to beta testing and feature previews. Today, I'm thrilled to highlight that Zoho has delivered exactly what we asked for with the launch of the Early Access

    • From Zoho CRM to Paper : Design & Print Data Directly using Canvas Print View

      Hello Everyone, We are excited to announce a new addition to your Canvas in Zoho CRM - Print View. Canvas print view helps you transform your custom CRM layouts into print-ready documents, so you can bring your digital data to the physical world with

    • Can the Product Image on the Quote Template be enlarged

      Hello, I am editing the Quote Template and added ${Products.Product Image} to the line item and the image comes up but it is very tiny. Is there anyway that you can resize this to be larger? Any help would be great! Thanks

    • Creating Parent Child relationship in Accounts

      We have customers with multiple locations, I setup the HQ as an account, then I setup the different sites marking the HQ as the parent to that location. If I then do a Deal for one of the locations, is there a way to show by looking at the parent account

    • Learner transcript Challenges.

      Currently i am working on a Learner Transcript app for my employer using Zoho Creator. The app is expected to accept assessment inputs from tutors, go through an approval process and upon call up, displays all assessments associated with a learner in

    • Client and Vendor Portal

      Some clients like keeping tabs on the developments and hence would like to be notified of the progress. Continuous updates can be tedious and time-consuming. Zoho Sprints has now introduced a Client and Vendor Portal where you can add client users and

    • #7 Tip of the week: Delegating approvals in Zoho People

      With Zoho People, absences need not keep employees waiting with their approval requests. When you are not available at work, you can delegate approvals that come your way to your fellow workmate and let them take care of your approvals temporarily. Learn more!

    • Admin Tip: Manage sub-domain emails using sub-domain stripping

      As an admin, you may need separate domains for different departments such as sales, support, and marketing. While this approach offers flexibility, creating and managing multiple domains can quickly become overwhelming, especially since each domain requires

    • Bring Zoho Shifts Capabilities into Zoho People Shift Module

      Hello Zoho People Product Team, After a deep review of the Zoho People Shift module and a direct comparison with Zoho Shifts, we would like to raise a feature request and serious concern regarding the current state of shift management in Zoho People.

    • Quick Copy Column Name

      Please add the ability to quickly copy the name of a column in a Table or Query View. When you right-click the column there should be an option to copy the name, or if you left-click the column and use the Ctrl+C keyboard shortcut it should copy the

    • Ability to Edit YouTube Video Title, Description & Thumbnail After Publishing

      Hi Zoho Social Team, How are you? We would like to request an enhancement to Zoho Social that enables users to edit YouTube video details after the video has already been published. Your team confirmed that while Zoho Social currently allows editing the

    • How do I remove a data source from Zoho Analytics?

      I am unable to find a delte option on a datasource that i put in the system as an error. On teh web it refers to a setup icon but I do not see that on my interface?

    • Add Employee Availability Functionality to Zoho People Shift Module

      Hello Zoho People Product Team, Greetings and hope you are doing well. We would like to submit a feature request to enhance the Zoho People Shift module by adding employee availability management, similar to the functionality available in Zoho Shifts.

    • Bigin, more powerful than ever on iOS 26, iPadOS 26, macOS Tahoe, and watchOS 26.

      Hot on the heels of Apple’s latest OS updates, we’ve rolled out several enhancements and features designed to help you get the most from your Apple devices. Enjoy a refined user experience with smoother navigation and a more content-focused Liquid Glass

    • Really want the field "Company" in the activities module!

      Hi team! Something we are really missing is able to see the field Company when working in the activities module. We have a lot of tasks and need to see what company it's related to. It's really annoying to not be able to see it.🙈 Thx!

    • Delay in rendering Zoho Recruit - Careers in the ZappyWorks

      I click on the Careers link (https://zappyworks.zohorecruit.com/jobs/Careers) on the ZappyWorks website expecting to see the job openings. The site redirects me to Zoho Recruit, but after the redirect, the page just stays blank for several seconds. I'm

    • Is Desk Down?

      Across department - always an error. [Status Mode] - error [Table View and the rest] - working

    • How do I change the wording of the tile of SignForm?

      When my user opens a SignForm url, the title that is presented is always "SignForm signer Information" and a form is displayed asking for the username and email address. This can be confusing to the end user. How can I change the title at least (Or at

    • How to link tickets to a Vendor/Vendor Contact (not Customer) for Accounting Department?

      Hi all, We’re configuring our Accounting department to handle tickets from both customers and vendors (our independent contractors). Right now, ticket association seems to be built around linking a ticket to a Customer / Customer Contact, but for vendor-originated

    • Problem with CRM Connection not Refreshing Token

      I've setup a connection with Zoom in the CRM. I'm using this connection to automate some registrations, so my team doesn't have to manually create them in both the CRM and Zoom. Connection works great in my function until the token expires. It does not refresh and I have to manually revoke the connection and connect it again. I've chatted with Zoho about this and after emailing me that it couldn't be done I asked for specifics on why and they responded. "The connection is CRM is not a feature to

    • Automatic Matching from Bank Statements / Feeds

      Is it possible to have transactions from a feed or bank statement automatically match when certain criteria are met? My use case, which is pretty broadly applicable, is e-commerce transactions for merchant services accounts (clearing accounts). In these

    • Clone Recurring Expenses

      Our bookkeeping practices make extensive use of the "clone" feature for bills, expenses, invoices, etc. This cuts down significantly on both the amount of typing that needs to be done manually and, more importantly, the mental overhead of choosing the

    • Unify Overlapping Functionalities Across Zoho Products

      Hi Zoho One Team, We would like to raise a concern about the current overlap of core functionalities across various Zoho applications. While Zoho offers a rich suite of tools, many applications include similar or identical features—such as shift management,

    • Automation #7 - Auto-update Email Content to a Ticket

      This is a monthly series where we pick some common use cases that have been either discussed or most asked about in our community and explain how they can be achieved using one of the automation capabilities in Zoho Desk. Email is one of the most commonly

    • Ticket to article and Ticket to template

      Hello! I would like to know if it is possible (and how) to do the following actions: 1. To generate an article from a ticket (reply + original message) 2. Easy convert an answer to an email template

    • Is there API Doc for Zoho Survey?

      Hi everyone, Is there API doc for Zoho Survey? Currently evaluating a solution - use case to automate survey administration especially for internal use. But after a brief search, I couldn't find API doc for this. So I thought I should ask here. Than

    • Windows Desktop App - request to add minimization/startup options

      Support Team, Can you submit the following request to your development team? Here is what would be optimal in my opinion from UX perspective: 1) In the "Application Menu", add a menu item to Exit the app, as well as an alt-key shortcut for these menus

    • Kaizen #225 - Making Query-based Custom Related Lists Actionable with Lookups and Links

      Hello everyone! Welcome back to another post in the Kaizen series! This week, we will discuss an exciting enhancement in Queries in Zoho CRM. In Kaizen #190, we discussed how Queries bridge gaps where native related lists fall short and power custom related

    • WebDAV / FTP / SFTP protocols for syncing

      I believe the Zoho for Desktop app is built using a proprietary protocol. For the growing number of people using services such as odrive to sync multiple accounts from various providers (Google, Dropbox, Box, OneDrive, etc.) it would be really helpful

    • Non-responsive views in Mobile Browser (iPad)

      Has anyone noticed that the creator applications when viewed in a mobile browser (iPad) lost its responsiveness? It now appears very small font size and need to zoom into to read contents. Obviously this make use by field staff quite difficult. This is not at all a good move, as lots of my users are depending on accessing the app in mobile devices (iPads), and very challenging and frustrating. 

    • [Free Webinar] Learning Table Series - AI-Enhanced Logistics Management in Zoho Creator

      Hello Everyone! We’re excited to invite you to another edition of Learning Table Series, where we showcase how Zoho Creator empowers industries with innovative and automated solutions. About Learning Table Series Learning Table Series is a free, 45-60

    • How to use Rollup Summary in a Formula Field?

      I created a Rollup Summary (Decimal) field in my module, and it shows values correctly. When I try to reference it in a Formula Field (e.g. ${Deals.Partners_Requested} - ${Deals.Partners_Paid}), I get the error that the field can’t be found. Is it possible

    • Zoho Creator to Zoho CRM Images

      Right now, I am trying to setup a Notes form within Zoho Creator. This Notes will note the Note section under Accounts > Selected Account. Right now, I use Zoho Flow to push the notes and it works just fine, with text only. Images do not get sent (there

    • Error Logs / Failure logs for Client Scripts Functions

      Hi Team, While we are implementing client scripts for the automation, it is working fine in few accounts but not working for others. So, it would be great if we can have error Logs for client scripts also just like custom functions. Is there any way that

    • Automate pushing Zoho CRM backups into Zoho WorkDrive

      Through our Zoho One subscription we have both Zoho CRM and Zoho WorkDrive. We have regular backups setup in Zoho CRM. Once the backup is created, we are notified. Since we want to keep these backups for more than 7 days, we manually download them. They

    • Zoho Books blocks invoicing without VeriFactu even though it is not mandatory until 2027

      I would like to highlight a very serious issue in Zoho Books for Spain. 1. The Spanish government has postponed the mandatory start of VeriFactu to January 1st, 2027. This means that during all of 2026 businesses are NOT required to transmit invoices

    • Problem : Auto redirect from zoho flow to zoho creator

      Hi there, I've been waiting for zoho team to get back on this for last couple of days. Anyone else have the problem to access zoho flow? everytime I click on zoho flow it redirects me to zoho creator. I tried incognito mode but it still direct me to zoho

    • Trouble with using Apostrophe in Name of Customers and Vendors

      We have had an ongoing issue with how the system recognizes an apostrophe in the name of customers and vendors. The search will not return any results for a name that includes the mark; ie one of our vendors names is "L'Heritage" and when entering the

    • Next Page