こんにちは。Zoho コミュニティチームです。
毎月、前月に行われたフォーラム上でのディスカッションやZoho からの製品アップデート情報やイベント情報をまとめた「コミュニティダイジェスト」を投稿しています。
3月の活動は以下のとおりです。
ディスカッション
[ 開発者向け ]
商談タブ内のルックアップの項目から連絡先をかんたん作成する場合に、郵便番号を入力すると自動で住所が反映されるようなことは関数を活用すれば可能でしょうか。
kyさん、松尾さん、質問とコメントをいただきありがとうございます。
[ Zoho CRM / Zoho Champains / Zoho Analytics ]
Zoho CRMとの同期の設定(新しいバージョン)
仲山さん、Fujikawaさん、質問とコメントをいただきありがとうございます。
Zoho Campains のフォームをレスポンシブル対応にする方法について
古厩さん、質問をいただきありがとうございます。
Zoho Analyticsの「年と月」形式を英語表記→数字に変更!
松尾さん、投稿および知見共有ありがとうございます。素晴らしい取り組みですね。
今後もぜひフォーラムを活用ください。
[ Zoho からのお知らせ ]
新企画:My Zoho Story #1 全ての営業プロセスを Zoho CRM で管理 (松井邦夫さん)
本投稿に協力いただいた松井さん、大変ありがとうございます。
今後も、さまざまな業界のユーザーの皆さまに、Zoho の活用により自社ビジネスを成長させてきた軌跡を伺っていきます。
[ Zoho CRM アップデート情報 ]
キャンバス機能に関するアップデート:別のZoho CRM の組織へテンプレートの共有が可能に
直近のアップデートまとめ+新バージョンのメール構文解析に関して
直近のアップデートまとめ+バックアップデータに関するアップデート
イベント情報
▼3月に開催したイベント
・3/8 カスタム関数マスター講座 Vol.6
最終回として、過去開催時の質問や課題についての振り返りを中心に、ディスカッションを行いました。
以下に参加された方のコメントを一部紹介します。
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
“ カスタム関数について、最初につまづかれるポイントは同じであることが多いと感じました。
Zoho のシステム管理者として会社の垣根を越えて、共通の課題に取り組むことができたのは非常に有意義でした。”
“ Zoho CRM は、自動化に向けてカスタム関数やワークフローなどの様々なアプローチを選択出来るという強みをあらためて感じました。
全てカスタム関数で対応するのではなく、基本機能と使い分けができるようにすることも重要であるという点に気づけたことも良かったです。今後もフォーラムなどを活用しながら学んでいきたいです。”
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
また、これまで企画 / 運営に協力いただいた西尾さん、松井さん、たいへんありがとうございました。
・3/17 ユーザー交流会 [Meetup] in 東京 2023 (ハイブリッド開催)
会場 / オンライン参加あわせて40名を超えるユーザーの皆さまが参加し、大盛況のうちに幕を閉じました。
開催報告はこちら
・3/22 Zoho ワークアウト(オンライン開催)
7名のユーザーに参加いただきました。
イベント内で取り組まれた課題やディスカッションの内容の一部をご紹介します。
- Zoho CRM と Zoho Books の連携
- Zoho CRM (カスタム関数) 郵便番号入力で住所を自動入力
当日の様子はこちら

▼4月開催予定のイベント
・Zoho ワークアウト(オンライン):4/21(金)14:00〜17:00
少人数制のワークショップ型イベント
*参加登録ページについては現在準備中につき、追ってフォーラム上でご案内します。
3月は多数の投稿 / コメント、イベントへの参加をいただきありがとうございました。
今後もみなさまの成果報告や事例共有を楽しみにしています。
ひきつづき、よろしくお願いいたします。
Zoho コミュニティチーム
2月のダイジェストはこちら
Recent Topics
Archiving Contacts
How do I archive a list of contacts, or individual contacts?
Where to integrate Price Book and Product List Price
Hello, We sync zoho crm all modules with all data to zoho analytics. In zoho crm, we have "Price Books" and "Products" modules, where each product is assigned to a few price books with different list prices. From zoho crm, I am able to export a dataset
Pending Sales Order Reports
Pending sale order report is available for any single customer, Individual report is available after 3-4 clicks but consolidated list is needed to know the status each item. please help me.
All new Address Field in Zoho CRM: maintain structured and accurate address inputs
The address field will be available exclusively for IN DC users. We'll keep you updated on the DC-specific rollout soon. It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition. Managing addresses
How to export project tasks, including the comments
Hi, how can I export the project tasks, whereby I can also see the comments associated to a specific task? The use-case is that often we use comments to discuss or update a task related ideas. I would like to export the tasks, where we can also see the
Zoho Mail SMTP IP addresses
We are using Zoho Mail and needs to whitelist IP for some redirections from your service to another e-mails. You can provide IP address list for Zohomail SMTP servers?
Migrate Your Notes from OneNote to Zoho Notebook Today
Greetings Notebook Users, We’re excited to introduce a powerful new feature that lets you migrate your notes from Microsoft OneNote to Zoho Notebook—making your transition faster and more seamless than ever. ✨ What’s New One-click migration: Easily import
Meet Canvas' Grid component: Your easiest way to build responsive record templates
Visual design can be exciting—until you're knee-deep in the details. Whether it's aligning text boxes to prevent overlaps, fixing negative space, or simply making sure the right data stands out, just ironing out inconsistencies takes a lot of moving parts.
Deluge sendmail in Zoho Desk schedule can't send email from a verified email address
I am trying to add a scheduled action with ZDesk using a Deluge function that sends a weekly email to specific ticket client contacts I've already verified the email address for use in ZDesk, but sendmail won't allow it in its "from:" clause. I've attached
Zoho Campaigns - Why do contacts have owners?
When searching for contacts in Zoho Campaigns I am sometimes caught out when I don't select the filter option "Inactive users". So it appears that I have some contacts missing, until I realise that I need to select that option. Campaigns Support have
First day of trying FSM in the field.
What we found. 1. with out a network connection we were unable to start a service call? 2. if you go to an appointment and then want to add an asset it does not seem possible. 3. disappointed not to be able to actually take a payment from within the app
Bigin Android app update: User management
Hello everyone! In the most recent Bigin Android app update, we have brought in support for the 'Users and Controls' section. You can now manage the users in your organization within the mobile app. There are three tabs in the 'Users and Controls' section:
Importing data into Assets
So we have a module in Zoho CRM called customers equipments. It links to customers modules, accounts (if needed) and products. I made a sample export and created extra fields in zoho fsm assets module. The import fails. Could not find a matching parent
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
One Contact with Multiple Accounts with Portal enabled
I have a contact that manages different accounts, so he needs to see the invoices of all the companies he manage in Portal but I found it not possible.. any idea? I tried to set different customers with the same email contact with the portal enabled and
End Date in Zoho Bookings
When I give my appointments a 30 minutes time I would expect the software not to even show the End Time. But it actually makes the user pick an End Time. Did I just miss a setting?
Choosing a portal option and the "Unified customer portal"?
I am trialling Zoho to replace various existing systems, one of which is a customer portal. Our portal allows clients to add and edit bookings, complete forms, manage their subscriptions and edit some CRM info. I am trying to understand how I might best
Zoho Commerce
Hi, I have zoho one and use Zoho Books. I am very interested in Zoho Commerce , especially with how all is integrated but have a question. I do not want my store to show prices for customers that are not log in. Is there a way to hide the prices if not
email forwarding not working
Your email forwarding service does not work. I received the confirmation email and completed the confirmation, after that nothing and nothing since no matter what I have tried. Shame as everything else was smooth. I spose it's harder to run one of these web based internet mail services than you guys thought!!! can you fix the email forwarding asap PLEASE!
Google Ads Conversions Not Being Tracked in Zoho CRM
We have 3 different conversions created in our Google Ads Account. Only one of the 3 conversion types is tracking in Zoho CRM. Our forms are Elementor Forms that are mapped into Zoho CRM. It apprears to me that all leads are showing up in Zoho CRM, but
Zoho Desk KB article embedded on another site.
We embed KB articles from Zoho Desk on another site (our application). When opening the article in a new tab, there is no issue, but if we choose lightbox, we are getting an error "To protect your security, help.ourdomain.com will not allow Firefox to
Need help to create a attach file api
https://www.zoho.com/crm/developer/docs/api/v8/upload-attachment.html Please help me to create it... It's not working for while. Do you have some example?
Can a Zoho Sites page be embedded into another website (outside Zoho)
Hi All, We have a request from a client - they'd like to take one of our information pages created in Zoho Sites and embed it into their own website? I was told through an email with Zoho that this was possible >>Thank you for your patience regarding
Support new line in CRM Multiline text field display in Zoho Deluge
Hi brainstrust, We have a Zoho CRM field which is a Muti Line (Small) field. It has data in it that has a carriage return after each line: When I pull that data in via Deluge, it displays as: I'm hoping a way I can change it from: Freehand : ENABLED Chenille
Enable Locations for Expense
Hi, please enable Locations (ex Branches) for Zoho Expense so that there is consistency between this app and Zoho Books. Thanks in advance.
Currency abbreviations
Hello, Im stuck, and need help. I need the currency fields for example, opportunity value, or total revenue, to be abbreviated, lets say for 1,000 - 1K, 1,000,000 - 1M, and so on, how should I do this?
Losing description after merging tickets
Hello, We merge tickets when they are about the same topic from the same client. It happens sometimes. We recently noticed that after the merger only the description from the master ticket is left in a thread. And the slave-ticket description is erased.
in the Zoho Creator i have File Upload field get the file on submission of the form Get the File and upload to Zoho Books
in the Zoho Creator i have File Upload field get the file on submission of the form Get the File and upload to Zoho Books . how I get the file From zoho creator and upload to Zoho Books . using Api response = invokeUrl [ url: "https://www.zohoapis.com/creator/v2.1/data/hh/l130/report/All_Customer_Payments/"+input.ID
Generate a link for Zoho Sign we can copy and use in a separate email
Please consider adding functionality that would all a user to copy a reminder link so that we can include it in a personalized email instead of sending a Zoho reminder. Or, allow us to customize the reminder email. Use Case: We have clients we need to
Syntax for URLs in HTML Snippets
What are some best practices for inserting a URL in an HTML snippet? I've looked at Zoho Help articles on navigation-based and functional-based URLs, but I'm still unclear on how to incorporate them in an HTML snippet. For example, 1. How do I link to
Rate Limiting in Zoho Flow (OpenAI API)
Hi Everyone, We are facing some issues when using Zoho Flow as we have a deluge script running which is making external calls to OpenAI endpoint. Sometimes the response takes more than 30 seconds meaning the script will timeout. We want to implement a
Placing a condition before converting the LEAD
Hi, I need some assistance with Lead conversion. I need to place certain conditions before allowing the user to convert the lead. For example: up until the certain status's doesn't equal "green" don't allow to convert lead. I tried creating this using
it is possible to open a widget via deluge script function
I have one function that is workflow action I call my fucntion I need to call the internal widget it is possible to open or it have to please tell me the solution
Creator - Portal Custom Domain
I will pay $100 in crypto to anyone who can actually get my Creator Custom Domain to function (actually tell me how you got yours to). Domain verifies, Nothing. I've been fighting it a week, multiple chats to customer service. Clearly I'm doing something wrong. Some datapoints Domain name itself unimportant, can be a string of numbers. I need to know what registrars are working for you because GoDaddy does NOT. Do I need hosting? I've tried both ways and nothing works. I pushed through Cloudflare
Translation support expanded for Modules, Subforms and Related Lists
Hello Everyone! The translation feature enables organizations to translate certain values in their CRM interface into different languages. Previously, the only values that could be translated were picklist values and field names. However, we have extended
Transitioning to API Credits in Zoho Desk
At Zoho Desk, we’re always looking for ways to help keep your business operations running smoothly. This includes empowering teams that rely on APIs for essential integrations, functions and extensions. We’ve reimagined how API usage is measured to give
steps and options to change Domain DNS/Nameservers settings
Please share the options or steps to change Domain DNS/Nameservers settings
Unable to explore desk.zoho.com
Greetings, I have an account with zoho which already has a survey subscription. I would like to explore desk.zoho.com, but when I visit it while logged in (https://desk.zoho.com/agent?action=CreatePortal) I just get a blank page. I have tried different
Employees in Leave Policy exceptions
In the Leave Policies we should be able to add specific employees to the exception list So it will be like All Employees except A,B,C in the exception list, currently we can only add departments etc
Searching customer field
Hello, When entering a receipt, we select customer information. The customer information is synced with Zoho CRM. However, we can't find the customer information because it searches for words that begin with the entered value. It needs to search for words
Next Page