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。
11月に東京、大阪、名古屋の3都市でZoho ユーザー交流会を開催します!
毎回ご好評いただいている本イベントでは、実際の Zohoユーザーによるリアルな活用事例の共有や
参加者同士でノウハウを交換し合うグループワークを予定しています。
「他社の活用を参考にしたい」「Zoho をもっと使いこなしたい」方にぴったりの場です。
初参加の方もぜひお気軽にご参加ください!
ーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーー
※以下、記載順で開催予定
🟠 大阪ユーザー交流会 11/20(木) 18:00-20:20
・会場:APイノゲート大阪 Cルーム
・予定セッション
- Zoho サービス活用事例 (仮題):はじめはDeskだけのつもりだったんです。気が付いたら、CRM Plusを契約していました
- Zoho 社員セッション(3都市共通):顧客との日程調整を自動化!Zoho Bookings で営業・サポート対応をスムーズに
▷▷詳細/申し込みはこちら︎
🔵名古屋ユーザー交流会 11/21(金) 18:00-20:20
・会場:Tsudoico NAGOYA Sta. EAST Room D
・予定セッション
- Zoho サービス活用事例:Zoho Inventory では見えない未来を、Zoho Analytics で描いた話 〜構成部品の在庫推移と”仕様の壁”を乗り越えて〜
▷▷詳細/申し込みはこちら
🟣東京ユーザー交流会 11/28(金) 18:00-20:20
・会場:AP新橋 Kルーム
・予定セッション
- Zoho サービス活用事例:関数やクライアントスクリプトまで、CRMをもっと便利に
▷▷詳細/申し込みはこちら︎
*詳細は、随時Webページで更新いたします。
ーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーー
Zoho サービスを導入して間もない方から長年利用されている方、ユーザー会初参加の方も多くいらっしゃいます。
近隣のユーザー同士で直接コミュニケーションをとりながら、Zoho 活用について学びませんか?
多くのユーザーさんにお会いできること、Zoho メンバー一同楽しみにしています!
▼ユーザー交流会 過去の開催報告はこちら▼
東京 / 大阪 / 名古屋

Recent Topics
text length in list report mobile/tablet
Is there a way to make the full text of a text field appear in the list report on mobile and tablet? With custom layouts, the text is always truncated after a certain number of characters.
Automation #4 - Auto Delete Tickets based on Rules
This is a monthly series in which 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. Unwanted tickets spamming
Automation #3 - Auto-sync email attachments to tickets
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. Most of our customers use email
Automation #11 - Auto Update Custom Fields with Values from Emails
This is a monthly series designed to help you get the best out of Desk. We take our cue from what's being discussed or asked about the most in our community. Then we find the right use cases that specifically highlight solutions, ideas and tips to optimize
Automation #13 - Auto assign tickets based on agent shift time
This is a monthly series designed to help you get the best out of Desk. We take our cue from what's being discussed or asked about the most in our community. Then we find the right use cases that specifically highlight solutions, ideas and tips to optimize
Automation #14: Capture Jira Issue Key/ID in a Ticket Custom Field
Hello Everyone! This month's edition brings you a custom function to consolidate your records associated with Jira integration. Jira integration enables support engineers and R&D units to collaborate seamlessly on feature development, product improvement,
Automation #16: Automate Ticket Reopening on Scheduled Timestamp
Hello Everyone! This edition uncovers the option to schedule reopening a ticket automatically. Zylker Finance tracks insurance policyholder activities through Zoho Desk. For policyholders who pay monthly premiums, tickets are closed upon payment completion.
Automation#19:Auto-Close Tickets Upon Task Completion
Hello Everyone! We’re excited to bring you another custom function this week. In this edition, we’ll show you how to automatically close tickets when all associated tasks are marked as completed. Let’s see how ZylkaPure, a leading water filter company,
Automation #15: Automatically Adding Static Secondary Contacts
Rockel is a top-tier client of Zylker traders. Marcus handles communications with Rockel and would like to add Terence, the CTO of Zylker traders to the email conversations. In this case, the emails coming from user address rockel.com should have Terence
How to apply customized Zoho Crm Home Page to all users?
I have tried to study manuals and play with Zoho CRM but haven't found a way how to apply customized Zoho CRM Home Page as a (default) home page for other CRM users.. How that can be done, if possible? - kipi Moderation Update: Currently, each user has
Introducing Workqueue: your all-in-one view to manage daily work
Hello all, We’re excited to introduce a major productivity boost to your CRM experience: Workqueue, a dynamic, all-in-one workspace that brings every important sales activity, approval, and follow-up right to your fingertips. What is Workqueue? Sales
City field suggestion in Zoho Books
Hi team, We are using Customers module in Zoho Books. In the Address section, we want to understand whether the City field can show suggestions while typing using any API or built-in feature. For example, if a user types “Mum”, can the system suggest
Improved UX design for Projects CRM integration
The current integration embeds the entier projects inteface into the CRM this is confusing and allows users to get lost. For example as a user i navigate to an account and go down to the related projects list and want to get information about a specific
Link Purchase Order to Deal
Zoho Books directly syncs with contacts, vendors and products in Zoho CRM including field mapping. Is there any way to associate vendor purchase orders with deals, so that we can calculate our profit margin for each deal with connected sales invoices
Transformer vos stocks en décisions intelligentes avec Zoho Inventory et Zoho Analytics
Zoho Inventory permet de suivre facilement les niveaux de stock et d’anticiper les restockages. Pour de nombreuses entreprises, cela suffit à gérer les opérations au quotidien. Mais à mesure que l’activité se développe, cette clarté peut commencer à montrer
WorkDrive Download Issue
My client has been sending me files via WorkDrive, which generally has worked fine. Recently files won't download at all. If you try and individually select and download a file, a popup will appear in the bottom right saying it's preparing and then it
Zoho Commerce - Poor Features Set for Blogging
Hi Zoho Commerce team, I'm sure you will have noticed that I have been asking many questions about the Blogs feature in Commerce. I thought that it would be useful if I share my feedback in a constructive way, to highlight the areas which I feel need
Security Enhancements | Migrate to the Updated Policies
Hello everyone, Zoho Directory's security policies have been updated and reorganized into three new policies with features that enhance the overall organization security. These policies provide a stronger and more secure sign-in methods and improve the
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.
Zoho Commerce - How To Change Blog Published Date and Author
Hi Commerce Team, I'm discussing a project with a client who wants to move from Woo Commerce / Wordpress to Zoho Commerce. They have around 620 blog posts which will need to be migrated. I am now aware of the blog import feature and I have run some tests.
Don't Allow Customer to Edit Values After Submitting Ticket
After a customer submits a ticket through the customer portal, they can go into the ticket and see some of the values from the questions they answered in the sidebar. Currently, a customer can edit these values even after they submitted them. This makes no sense. We ask very specific questions that we don't want customers to later change! Please disable the ability for customers to edit the values to their submission questions in the portal. Screenshot attached.
using the client script based on the look up filed i wnat to fetch the record details like service number , service rate
based on selected service look up field iwant to fetch the service serial number in the serice form how i achive using client script also how i get the current date in the date field in the on load of the form
Quick Create needs Client Script support
As per the title. We need client scripts to apply at a Quick Create level. We enforce logic on the form to ensure data quality, automate field values, etc. However, all this is lost when a user attempts a "Quick Create". It is disappointing because, from
How to block a WhatsApp user for sending spam
Is there a way to block those whatsapp users that just come to play and annoy our service, they also spam us. We have a waba service with sales iq
Inquiry regarding auto-save behavior for Zoho Sign Embedded Sending
Dear Zoho Support Team, I am currently integrating Zoho Sign's Embedded Sending functionality using iframes on my website. I would like to know if there is a way to ensure that the document state (including any added fields) is automatically saved as
Introducing Connected Records to bring business context to every aspect of your work in Zoho CRM for Everyone
Hello Everyone, We are excited to unveil phase one of a powerful enhancement to CRM for Everyone - Connected Records, available only in CRM's Nextgen UI. With CRM for Everyone, businesses can onboard all customer-facing teams onto the CRM platform to
Automation#17: Auto-Create Tasks in Zoho Projects Upon Ticket Creation in Zoho Desk
Hello Everyone, This edition delivers the solution to automatically create a task in Zoho Projects when a ticket is created in Zoho Desk. Zylker Resorts uses Zoho Desk for bookings and handling guest requests. Zylker resorts outsources cab bookings to
Automation#20 : Auto-Add Ticket Tags based on Keywords
Hello Everyone! Welcome to unveiling custom functions on our Community series. This week's post lets you add tags to your tickets automatically based on the keywords in the ticket subject and the ticket thread. Discover how this custom function helps
Automation#21: Track Ticket Transfers Across Departments
Hello Everyone! With Halloween just around the corner, we'd like to let you know the Zoho Desk team is always there to sweep away your customer service troubles! This week, we’re excited to introduce a custom function that tracks tickets moved between
Automate attendance tracking with Zoho Cliq Developer Platform
I wish remote work were permanently mandated so we could join work calls from a movie theatre or even while skydiving! But wait, it's time to wake up! The alarm has snoozed twice, and your team has already logged on for the day. Keeping tabs on attendance
Reusable Custom Functions Across Department Workflows
Dear Zoho Desk Team, We appreciate the powerful workflow automation capabilities in Zoho Desk, particularly the ability to create and use custom functions within workflows. However, we have encountered a limitation that impacts efficiency and maintainability.
Email Integration - Zoho CRM - OAuth and IMAP
Hello, We are attempting to integrate our Microsoft 365 email with Zoho CRM. We are using the documentation at Email Configuration for IMAP and POP3 (zoho.com) We use Microsoft 365 and per their recommendations (and requirements) for secure email we have
Uplifted homepage experience
Hello everyone, Creating your homepage is now much easier, more visual, and more impactful. Until now, your homepage allowed you to display custom views, widgets, analytic components, and Kiosk. With the following improvements, the homepage is now a smarter,
Homepage not assignable to group
MS Teams for daily call operations
Hello all, Our most anticipated and crucial update is finally here! Organizations using Microsoft Teams phone system can now integrate it effectively with Zoho CRM for tasks like dialling numbers and logging calls. We are enhancing our MS Teams functionality
Automation#22 Track Ticket Duration at Specific Status
Hello Everyone! Welcome back to the Community Learning Series! Today, we explore how Zylker Techfix, a gadget servicing firm, boosted productivity by tracking the time spent at a particular ticket status in Zoho Desk. Zylker Techfix customized Zoho Desk’s
Automation#23: Automate Guided Conversations in Zoho Desk with Business Hours
Hello Everyone, This week's edition introduces a custom function designed to automate Guided Conversations in Zoho Desk, based on your business hours. With this feature, you can align the bot's behavior with your business schedule, ensuring a smooth and
Address changes in quote form
When entering a quote, the first piece of information required is the Account, which properly populates the billing and shipping address fields. Then I use the lookup function to select a contact, and when I do, the billing and shipping addresses are
Automation#24: Auto-Update custom field from Accounts to Tickets
Hello Everyone! Welcome back to the Community Learning Series! This episode dives into how Zylker Techfix streamlines account-related ticket references. Previously, employees had to manually check account details to retrieve specific customer information,
Automation#31: Automate Splitting Names for New Contact Records
Hello Everyone, This week, we present to you a custom function, which allows you to split the first and last names from the user's email ID based on the separator used in the ID. Having grown into a large firm, Zylker Techfix aims to optimize its processes,
Next Page