コミュニティダイジェスト 2023年4月

• Topic Participants

• Junya Nakano

  

• Sticky Posts

• 【ZOHO】コミュニティユーザー自己紹介のトピック

  日頃よりZoho Japan Communityをご愛顧いただき、ありがとうございます。 おかげさまで昨年より、フォロワー数も増えてまいりました！ 人数も50名を超えてまいりましたので、改めて運営しているZohoメンバーの自己紹介の場、また皆さまがご自身を紹介できる場を目的とした、トピックを作らせていただきます。 これからご参加いただく方も、立ち上げ当初からお付き合いいただいている方も、よろしければ当スレッドのReply欄からご自由にコメントいただければ嬉しいです。（オンラインフォーラムは現状オープンなフォーラムとなっているので、記入できる範囲で構いません） スライドテンプレートもご用意いたしましたので、もし良ければご自由にご利用ください。下記のリンクからダウンロードいただけます。 https://zurl.co/lC7N  テキストのみのコメントでももちろんOKです。 — 自己紹介例 【お名前（ニックネーム）】 【利用中のZohoサービス】 【ユーザー歴】 【ご利用人数】 【興味のあるZohoサービス】 【Zohoを利用し始めた、興味を持ったきっかけ】 【活用している主なサービスや機能】

• 【ZOHO】オンラインフォーラムのご利用について

  こちらでのディスカッション、またそれ以外でも普段より、様々な投稿/コメントで支えていただき、ありがとうございます。 オンラインフォーラムの運営に関しては、まだまだ完璧ではなく、 それゆえに皆さまにご不便をおかけしている部分もあり恐縮ですが、いただいたご意見も参考にしつつ、少しずつ試行を重ねています。その上でにはなりますが、改めてオンラインフォーラムの方針と別投稿にて機能要望に関する対応に関し、共有いたします。 Zoho Japan Community オンラインフォーラムについて ・Zoho製品を利用するユーザー様同士の交流、ノウハウ共有を目的としたオンライン掲示板です。 　製品に関するご質問、ご意見につきましては、オンラインフォーラム上で、Zoho側からの回答を保証するものではありません。 ・コミュニティ運営に関わる投稿など、一部ゾーホージャパンからもコメント/投稿を行わせていただくことがあります。 ・製品に関する投稿の、Zoho側からの確実な回答をご希望の場合は、以下の方法をご検討いただけると幸いです。 ＜製品に関する質問に対し、確実にZoho側からの回答が欲しい場合＞ ・ご購入前：sales@zoho.jp

• Zoho Japan Community オンラインフォーラムの利用案内

  この度は、Zoho Japan Communityのオンラインフォーラムにご参加いただき、ありがとうございます。 ご利用にあたり、以下案内をご一読願います。フォーラムの使い方に関してはこちらをご確認ください。 1. オンラインフォーラムの利用について  オンラインフォーラムに投稿、リアクションを行うには、ユーザー登録が必要となります。 登録情報に関しては、パスワードを適宜変更するなどして自己責任での管理をお願いします。 ユーザーは、自由にオンラインフォーラムのユーザー登録から退会できます。なお、オンラインフォーラムから退会しても、当該ユーザによる投稿は引き続き掲載することがあります。

• Recent Topics

• Sync Contacts in iOS

  What does the "Sync Contacts" feature in the iOS Zoho Mail app do?

• Live webinar: Craft the ideal sales pitch deck with Show

  Every great sale starts with a great story. And your pitch deck? That’s where the story takes shape. But too often, these presentations end up looking generic, overloaded with text, or lacking structure. The good news is, it's easier to fix than you think!

• Project Statuses

  Hi All, We have projects that sometimes may not make it through to completion. As such, they were being marked as "Cancelled". I noticed that these projects still show as "Active" though which seems counter intuitive. In fact, the only way I can get them

• 👋 Welcome to the Zoho MCP Community

  Hello all, glad to have you here! This is your space for everything AI agents, MCP tools, and intelligent business apps. This community is for you — developers, partners, creators, and businesses exploring how agents can transform work. Whether you’re

• Suitability of Zoho One (Single User License) for Multi-State GST Compliance & Cost Analysis

  Hello Zoho Team, I am an e-commerce business owner selling on platforms like Amazon, Flipkart, and Meesho, and I'm currently using their fulfillment warehouses. I have two GSTIN registrations and am planning to register for an additional 2-3 to expand

• DNS Manager

  Where Can I find my DNS manager so I can link this to click funnels or AWEBER

• Forwarder

  Hi, I tried to add a forwarder from which emails are sent to my main zoho account email . However, it asks me for a code that should be received at the forwarder email, which is still not activated to send to my zoho emial account. So how can I get the

• Forwarder

  Hi, I tried to add a forwarder from which emails are sent to my main zoho account email . However, it asks me for a code that should be received at the forwarder email, which is still not activated to send to my zoho emial account. So how can I get the

• How do I sync multiple Google calendars?

  I'm brand new to Zoho and I figured out how to sync my business Google calendar but I would also like to sync my personal Google calendar. How can I do this so that, at the very least, when I have personal engagements like doctor's appointments, I can

• Need to extract date from datetime field

  I have a datetime field and need only the date part from it. I am unable to find a built-in function that would be <DateTime>.Date(). I don't think I want to go the string conversion route of converting the datetime to string and then parsing out values and create a date out of it. Any one out there has a better solution to this? Thanks in adavnce. Regards Moiz Tankiwala Smart Training & IT Solutions

• How to Hide Article Links in SalesIQ Answer Bot Responses

  I have published an article in SalesIQ, and the Answer Bot is fetching the data and responding correctly. However, it is also displaying the article link, which I don’t want. How can I remove the link so that only the message is shown?

• New in Cadences: WhatsApp follow-ups, upgraded limits, and options for add-ons

  Hello everyone, We're rolling out two key updates to help you engage better and scale smarter with Cadences in Zoho CRM. Reach customers on WhatsApp, directly from Cadences Previously, Cadences have enabled you to automate follow-ups through emails, calls,

• additional accounts

  If I brought 5 emails to my account. Can I later buy additional emails.

• Issue in Zoho People Regularization – Incorrect Hour Calculation

  I have noticed that when applying attendance regularization in Zoho People for previous dates, the total working hours are not calculated correctly. For example, even if the check-in is 10:00 AM and check-out is 6:00 PM, the system shows an incorrect

• Why I am unable to configure Zoho Voice with my Zoho CRM account?

  I have installed Zoho Voice in my Zoho CRM, but as per the message there is some config needed in Zoho Voice interface. But when I click on the link given in the above message, I get an access denied page.

• Issue with Hour Calculation in Zoho People Attendance Module

  I have noticed an issue in the attendance regularization feature of Zoho People. When trying to regularize past dates, the total working hours are not calculated correctly. For example, if I enter a check-in and check-out time for a previous day, the

• Cliq Meeting Calls No Audio and Screen Share

  When in a Cliq channel meeting, the audio does not work at all on pc. When i use my phone as audio source, screen share on pc does not work. I have updated audio drivers but the strangest thing is that during a 1 on 1 call, it works well. Therefore the

• Bug in Total Hour Calculation in Regularization for past dates

  There is a bug in Zoho People Regularization For example today is the date is 10 if I choose a previous Date like 9 and add the Check in and Check out time The total hours aren't calculated properly, in the example the check in time is 10:40 AM check

• Work anniversary and birthdays on connect

  Hello, I like the idea of having employee's work anniversary and birthdays on the dashbaord. Do you have to have the employee complete this information themselves in connect settings, or does it pull from their directory settings? (ie. we use Zoho one

• Alias Email Id already exists

  Hi I'm trying to create an alias : contact @ yoavarielevy.co.il but i get the message  Alias Email Id already exists I had an account with the same name but I deleted it. Can you help? Thanx Yoav

• BANK FEED - MAYBANK , provider from YODLEE IS NOT WORKING

  As per topic, the provider YODLEE is not working for the BANK FEED. It have been reported since 2023 Q3, and second report on 2023 Q4. now almost end of 2024 Q1, and coming to 2024 Q2. Malaysia Bank Maybank is NOT working. can anyone check on this issue?

• Feature Request: Ability to Set a Custom List View as Default for All Users

  Dear Zoho CRM Support Team, We would like to request a new feature in Zoho CRM regarding List Views. Currently, each user has to manually select or favorite a custom list view in order to make it their default. However, as administrators, we would like

• Adding Multiple Products (Package) to a Quote

  I've searched the forums and found several people asking this question, but never found an answer. Is ti possible to add multiple products to a quote at once, like a package deal? This seems like a very basic function of a CRM that does quotes but I can't

• Zoho Commerce in multiple languages

  When will you be able to offer Zoho Commerce in more languages? We sell in multiple markets and want to be able to offer a local version of our webshop. What does the roadmap look like?

• webinar registration confirmation are landing in SPMA folders

  I am trialing zoho webinar and do not have access to custom domains. When I test user registrations, they are working but the resulting confirmation email is landing in a spam folder. How can I avoid this?

• Making digital signatures accessible to all: Introducing accessibility controls in Zoho Sign

  Hi there! At Zoho Sign, we are committed to building an inclusive digital experience for all our users. As part of our ongoing efforts to align with Web Content Accessibility Guidelines (WCAG), we’re updating the application with support that will go

• Is there a way to set Document Owner/Sender via the API

  When sending requests for zoho sign, it would seem zoho uses the id of the person that created the zoho api cred to determine the owner_id, is there a way to set a default for this?

• Delegates should be able to delete expenses

  I understand the data integrity of this request. It would be nice if there was a toggle switch in the Policy setting that would allow a delegate to delete expenses from their managers account. Some managers here never touch their expense reports, and

• Add Save button to Expense form

  A save button would be very helpful on the expense form. Currently there is a Save and Close button. When we want to itemize an expense, this option would be very helpful. For example, if we have a hotel expense that also has room service, which is a

• Multiple organizations under Zoho One

  Hello. I have a long and complicated question. I have a Zoho One account and want to set it up to serve the needs of 6 organizations under the same company. Some of the Zoho One users need to be able to work in more than 1 organization’s CRM and other

• Error AS101 when adding new email alias

  Hi, I am trying to add apple@(mydomain).com The error AS101 is shown while I try to add the alias.

• Unbundle feature for composite items

  We receive composite items from our vendors and sell them either individually or create other composite items out of them. So, there is a lot of bundling and unbundling involved with our composite items. Previously, this feature was supported in form

• Regarding the integration of Apollo.io with Zoho crm.

  I have been seeing for the last 3 months that your Apollo.io beta version is available in Zoho Flow, and this application has not gone live yet. We requested this 2 months ago, but you guys said that 'we are working on it,' and when we search on Google

• How do you print a refund check to customer?

  Maybe this is a dumb question, but how does anyone print a refund check to a customer? We cant find anywhere to either just print a check and pick a customer, or where to do so from a credit note.

• MTD SA in the UK

  Hello ID 20106048857 The Inland Revenue have confirmed that this tax account is registered as Cash Basis In Settings>Profile I have set ‘Report Basis’ as “Cash" However, I see on Zoho on Settings>Taxes>Income Tax that the ‘Tax Basis’ is marked ‘Accrual'

• workflow not working in subform

  I have the following code in a subform which works perfectly when i use the form alone but when i use the form as a subform within another main form it does not work. I have read something about using row but i just cant seem to figure out what to change

• Fetch data from another table into a form field

  I have spent the day trying to work this out so i thought i would use the forum for the first time. I have two forms in the same application and when a user selects a customer name from a drop down field and would like the customer number field in the

• Record comment filter

  Hi - I have a calendar app that we use to track tasks. I have the calendar view set up so that the logged in user only sees the record if they are assigned to the task. BUT there are instances when someone is @ mentioned in the record when they are not

• How to View Part Inventory and Warehouse Location When Creating a Work Order in Zoho FSM

  Hi everyone, We’re currently setting up Zoho FSM and would like to improve how our team selects parts when creating a Work Order. Right now, when we add a part or item to a Work Order, we can select it from our Zoho Inventory list but we don’t see any

• FSM too slow today !!

  Anybody else with problem today to loading FSM (WO, AP etc.)?

• Next Page