【12/17(金)Meetup開催】参加者にはノベルティプレゼント!Zoho サービス相談会/情報交換会もあります

【12/17(金)Meetup開催】参加者にはノベルティプレゼント!Zoho サービス相談会/情報交換会もあります

こんにちは、Zoho Japan コミュニティチームの今成です。
12月17日(金)16:00から、今年最後のMeetup(ユーザー交流会)を開催します!


前半は今年9月にZoho サービスを導入したユーザー様のセッションとして、現状の利用状況とこれからどのようにZoho サービスを利用していくか、これからの構想談をお話いただきます。
後半では、Zoho CRM Plus 相談会やZoho CRM の情報交換会を用意しています。

また今回のオンラインMeetupにご参加いただいた方に、先着でZoho Japan Community オリジナルノベルティをプレゼント!
前半/後半のみのご参加も可能ですので、お気軽にご参加ください。

━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
・日時: 2021年12月17日(金)16:00〜18:00終了予定
・参加費: 無料
・配信方法: Zoom(※お申し込み後に招待URLが送信されます。)
・トピック:
ーZoho CRM ユーザー事例(スマートプラス 中山幸子さま)
「ON THE ROAD」 ~Zoho CRM をはじめた私の今とこれから~

ーグループディスカッション
以下の中からお好きなトピックにご参加いただけます。
1. Zoho CRM Plus 相談会「先輩ユーザーに聞いてみよう! 〜Zoho CRM のお悩みからZoho Analytics による分析まで〜」
(アンテロープ・ワーク 白木 壯一さま × Zoho 社員)

2.「Zoho CRM 座談会」
・Zoho CRM ワークフロー共有会 
・Zoho CRM レポート、ダッシュボード共有会
・Zoho CRM × 他Zoho サービス連携について語り合う会
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

みなさまのご参加をお待ちしております。

Zoho Japan Communityチーム

    Access your files securely from anywhere

        Zoho FSM Video Tutorials


              All-in-one knowledge management and training platform for your employees and customers.






                                    Zoho Developer Community




                                                          • Desk Community Learning Series


                                                          • Digest


                                                          • Functions


                                                          • Meetups


                                                          • Kbase


                                                          • Resources


                                                          • Glossary


                                                          • Desk Marketplace


                                                          • MVP Corner


                                                          • Word of the Day


                                                          • Ask the Experts



                                                                    • Sticky Posts

                                                                    • 【6/22〜6/24開催】Zoho CRM 管理者向けトレーニングのご案内

                                                                      「Zoho CRMを導入したばかりで、初期設定や基本操作に不安がある」、「短期間で基礎から理解を深め、運用開始までをスムーズに行いたい」「Zoho CRMを基礎から再度学び直したい」といった課題や要望をお持ちの管理者に向け、Zoho CRM 管理者向けオンライントレーニングを実施します。 2022年6月の開催回よりトレーニング内容を刷新し、有償にて実施いたします。   ─────────────────────────────────── >詳細・お申し込みはこちら:https://www.zoho.com/jp/crm/crmtraining/
                                                                    • 【12/17(金)Meetup開催】参加者にはノベルティプレゼント!Zoho サービス相談会/情報交換会もあります

                                                                      こんにちは、Zoho Japan コミュニティチームの今成です。 12月17日(金)16:00から、今年最後のMeetup(ユーザー交流会)を開催します! ●詳細はこちら:https://www.zohomeetups.com/ZohoJapanCommunityMeetup2021vol4/ 前半は今年9月にZoho サービスを導入したユーザー様のセッションとして、現状の利用状況とこれからどのようにZoho サービスを利用していくか、これからの構想談をお話いただきます。 後半では、Zoho CRM
                                                                    • 【6/29(火) 初心者向け】カスタム関数勉強会のご案内

                                                                      先日のMeetupでも告知しましたが、以前より多くのユーザーさまからご要望いただいていたZoho の「カスタム関数」に関する基本の勉強会を6/29(火) 17:00に、開催します! 関数の基本的な書き方や、Zoho CRM で活用できる関数例のデモなどについて、Zoho の技術メンバーがわかりやすく解説します。 関数の基本を掴みたい方はぜひ、ご参加くださいませ。 >>申し込みはこちら:‌attend.zoho.com/luy0 以下詳細です。 ーーーーーーーーーーー 日時:6月29日(火) 17:00~
                                                                    • 【3/19(金)】Meetup(ユーザー交流会)開催のご案内。Zoho CRM ユーザー事例やZoho Sign の紹介、Zoho CRM 相談会など

                                                                      こんにちは、Zoho Japan コミュニティチームの今成です。 2021年1回目となるMeetupを、3月19日(金)16:00~ 開催いたします! ●詳細はこちら:https://www.zohomeetups.com/ZohoJapanOnlineMeetup2021vol1 毎回好評のZoho ユーザーさまによる活用事例をはじめ、Zoho の電子署名ツール「Zoho Sign」の製品デモや、グループディスカッションをご用意しています。 前半/後半のみのご参加も可能ですので、お気軽にご参加ください!
                                                                    • 【12/17(木) 16:00-】ユーザー同士で情報交換を行う、グループディスカッションもあります。オンラインMeetup Vol.4 開催のお知らせ

                                                                      Zoho コミュニティチームの今成です。最近寒くなってまいりましたが、みなさまいかがお過ごしですか? Zoho Japan Communityでは、今年最後のオンラインMeetup(ユーザー交流会)を開催いたします!以下、詳細のご案内です。 ーーーーーーーーーーーーーーーーーーーーー <日時>2020年12月17日(木) 16:00-18:00 <参加費>無料 <開催方法>オンライン <概要> 前半(16:00〜17:00)  自社活用事例「Zoho 社員は、1日の中でどのサービスをどれくらい使っているのか」(ゾーホージャパン株式会社 コミュニティチーム)


                                                                    Manage your brands on social media



                                                                          Zoho TeamInbox Resources



                                                                              Zoho CRM Plus Resources

                                                                                Zoho Books Resources


                                                                                  Zoho Billing Resources

                                                                                    Zoho Projects Resources


                                                                                      Zoho Sprints Resources


                                                                                        Qntrl Resources


                                                                                          Zoho Creator Resources



                                                                                              Zoho CRM Resources

                                                                                              • CRM Community Learning Series

                                                                                                CRM Community Learning Series


                                                                                              • Kaizen

                                                                                                Kaizen

                                                                                              • Functions

                                                                                                Functions

                                                                                              • Meetups

                                                                                                Meetups

                                                                                              • Kbase

                                                                                                Kbase

                                                                                              • Resources

                                                                                                Resources

                                                                                              • Digest

                                                                                                Digest

                                                                                              • CRM Marketplace

                                                                                                CRM Marketplace

                                                                                              • MVP Corner

                                                                                                MVP Corner









                                                                                                  Design. Discuss. Deliver.

                                                                                                  Create visually engaging stories with Zoho Show.

                                                                                                  Get Started Now


                                                                                                    Zoho Show Resources

                                                                                                      Zoho Writer

                                                                                                      Get Started. Write Away!

                                                                                                      Writer is a powerful online word processor, designed for collaborative work.

                                                                                                        Zoho CRM コンテンツ




                                                                                                          Nederlandse Hulpbronnen


                                                                                                              ご検討中の方






                                                                                                                        • Recent Topics

                                                                                                                        • Creating new Teams meeting from CRM doesn't enable Team functions in the meeting

                                                                                                                          Hi I'm trying to set up the meeting integration and I've seen that when I create a Meeting in the CRM and set the location to Online and the Provider to Teams, and complete the boxes, add a participant etc, whilst the meeting is created in Teams, the
                                                                                                                        • Approval Process configuration is now more flexible and fully customizable

                                                                                                                          The Approval Process is back with an improved user experience designed to make it easier to build structured, flexible, and intuitive approval workflows. Here’s a look at some of the key enhancements: Name Your Rules & Stages You can now give each approval
                                                                                                                        • All new Address Field in Zoho CRM: maintain structured and accurate address inputs

                                                                                                                          Availability Update: 29 September 2025: It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition exclusively for IN DC users. 2 March 2026: Available to users in all DCs except US and EU DC. 24
                                                                                                                        • 👍 Zoho CRM's Notes now gets Reactions and a new look

                                                                                                                          Available in SA and JP DCs. Rolling out to other DCs in phases. Hello everyone, Notes help users capture important updates, collaborate with teammates, and maintain context for records. Now with Note Reactions, users can quickly acknowledge updates, express
                                                                                                                        • Admin Logging in as another User

                                                                                                                          How can a Super Admin login as another user. For example, I have a sales rep that is having issues with their Accounts and I want to view their Zoho Account with out having to do a GTM and sharing screens. Latest Update (27th April 2026): With the early
                                                                                                                        • Introducing Approval SLA for Approval Processes

                                                                                                                          Approvals can sometimes be delayed when approvers do not respond within the expected timeframe, which can slow down your recruitment processes. With the new Approval SLA in Zoho Recruit, you can set deadlines for approval requests and define automated
                                                                                                                        • Introducing Microsoft Word Integration in Zoho Contracts

                                                                                                                          We are excited to announce a new feature that brings contract authoring and negotiation in your familiar environment — the Microsoft Word Integration. What This Integration Brings The Microsoft Word Integration connects Zoho Contracts with the Microsoft
                                                                                                                        • Map My Client Locations for Zoho CRM Extension: Turn CRM Addresses Into Action

                                                                                                                          Hello everyone, Your CRM knows who your customers are. Now, see where they are on the interactive map directly from Zoho CRM. Introducing Map My Client Locations for Zoho CRM, an extension built for businesses that rely on sales visits, field service,
                                                                                                                        • Scheduled and Automated Report Delivery from Zoho Projects

                                                                                                                          Zoho Projects has useful reports including task reports, timesheet summaries, and workload charts. However, there is currently no way to schedule these reports to be automatically delivered to stakeholders on a recurring basis. This means: Project managers
                                                                                                                        • How can I filter inactive/disable agent tickets?

                                                                                                                          Hello, We have an user-agent that left the company and we inactive/disabled his agent. So, now I can no longer filter or search tickets that he is the current owner, or even create a rule to reassign tickets to another person when the ticket is reopen.
                                                                                                                        • Add Reauthentication Option for Zoho Bug Tracker Integration in Zoho Desk

                                                                                                                          Hello Zoho Desk Team, We hope you're doing well. We would like to request an enhancement to the Zoho Bug Tracker integration within Zoho Desk. Current Limitation: At the moment, there is no option to reauthenticate the Zoho Bug Tracker integration in
                                                                                                                        • Dashboards for Customers

                                                                                                                          Is it possible to build dashboards for each customers in the community for their tickets?
                                                                                                                        • Collaborate Visually with Whiteboard in Zoho Projects

                                                                                                                          Whiteboard in Zoho Projects allows you to collaborate visually by creating diagrams, annotating designs, and sketching project workflows using shapes, text, and images within project modules. Team members can work simultaneously, improving productivity
                                                                                                                        • Fields in MS-Word Template

                                                                                                                          With the new MS-Word integration, how does one create fields in an imported MS-Word document which can then automatically be populated with an Intake Form?
                                                                                                                        • Displaying only unread tickets in ticket view

                                                                                                                          Hello, I was wondering if someone might be able to help me with this one. We use filters to display our ticket list, typically using a saved filter which displays the tickets which are overdue or due today. What I'd really like is another filter that
                                                                                                                        • Zoho Bookings Flow Step not Triggering on Appointment booked

                                                                                                                          I noticed yesterday that my appointment booked flows were not triggering when we had booked appointments in Zoho Bookings. I checked the trigger and noticed the trigger values updated to be defined to a workspace and service event rather than our whole
                                                                                                                        • UCP: Why We Killed the Multi-Portal Mess and Simplified Customer Self-Service

                                                                                                                          Let's talk about the multi-portal mess nobody wants to admit that it exists. Your customer needs an invoice from one app, wants a ticket update from another, and has a project waiting in a third, each behind its own login, its own UI, its own "was it
                                                                                                                        • Zoho Tables is now available in Zoho One!

                                                                                                                          Hello Zoho One users, We’re excited to announce that Zoho Tables is now included as a part of Zoho One suite! As teams grow, managing projects, approvals, inventories, campaign trackers, and operational workflows across multiple spreadsheets become difficult.
                                                                                                                        • Zoho Publish is now available in Zoho One!

                                                                                                                          Hello Zoho One users, We’re excited to announce that Zoho Publish is now included as part of the Zoho One suite! As businesses grow, managing Google Business Profiles across many locations becomes challenging. Business information needs to stay accurate,
                                                                                                                        • 📣 Ask the team behind Zoho SalesIQ: Summer '26 Q&A

                                                                                                                          Hi everyone! Following our recent webinars, Summer '26 Release: What's New in Zoho SalesIQ—where we walked you through all the new features, what they do, and how they work—and Driving the AI Evolution: Building Smarter Customer Experiences with Zoho
                                                                                                                        • Virtual Option for Fields

                                                                                                                          Hi, I would like to be able to choose another option other than Read-Only or Disabled, such as Virtual. And with Virtual, the field is shown on the form and avilable in rules, but NOT saved to the Database. A use case is having multiple Large Lists of
                                                                                                                        • Upcoming update to field values in Zoho Books - Zoho Analytics integration

                                                                                                                          Hello Users, We'd like to inform you of an upcoming update to the tax_category values in the Zoho Books integration for Zoho Analytics from October 20, 2026. What's Changing? tax_category field values are being renamed to align with the conventions already
                                                                                                                        • Prefix & Suffix on Single Line, Number, etc.

                                                                                                                          Hi, I would like to have the same Prefix and Suffix that was added to the Unique ID on Text and Number Fields. Use case could be as basic as temperature, as per another Idea I have to use Single Line (Text) for a number that might have leading zeros today,
                                                                                                                        • Announcing the new SKILL.md for Zoho CRM and the updated OAS repository!

                                                                                                                          We are introducing a new zoho-crm skill to make working with Zoho CRM Developer tools (like APIs, functions, widgets, client scripts, queries etc) easier and faster, with the help of AI in your preferred AI harness like Claude Code, Codex, Cursor, VSCode
                                                                                                                        • Handle Leading Zeros in a Number Field

                                                                                                                          Hi, If I use a Number Field, set with Min 7 Digits and Max 7 Digits, and enter 0000001, it will result in 1 and an error as it removes the leading zeros, the same with entering 0012340 will result in 12340 and error. So I have to use a Text Field and
                                                                                                                        • Kaizen #259 - Working with Zoho CRM APIs using zoho-crm skill

                                                                                                                          In the previous Kaizen, we introduced the zoho-crm skill and discussed how it can work with different CRM developer capabilities. The zoho-crm skill makes it easier to work with Zoho CRM without having to remember every API endpoint, request structure,
                                                                                                                        • How can I populate dropdown data with information from another source or app?

                                                                                                                          I want to maintain a list of items in another app (say in excel or another database) and sync those as items in a drop down menu, instead of copy pasting to import. Is this kind of a feature available?
                                                                                                                        • Zoho Community Digest - September 2026 | Part 1

                                                                                                                          Hi everyone, and welcome back! September opens with a strong set of updates. Zoho CRM brings workflow automation down to the subform row level and ships a new SKILL.md for AI-assisted development, Zoho Desk introduces conditional branching with Automation
                                                                                                                        • Tip #88 – Manage Incoming Support Requests Efficiently with the Service Queue – 'Insider Insights'

                                                                                                                          Hello Zoho Assist Community! Not every team has a dedicated IT department or a fully built-out sysadmin setup. For smaller teams, when something breaks, there's no internal ticket system to log into, no helpdesk queue to route through, and no clear way
                                                                                                                        • Delete CRM Portal

                                                                                                                          How do I delete portals from my CRM? I created one just to test, it is not in use and is disabled but it's existence is preventing me from marking fields in modules as "required" unless I make it 'read/write' in the portal first. I'd rather just delete
                                                                                                                        • Zoho Books | Product updates | July 2026

                                                                                                                          Hello users, We’re excited to bring you the latest updates in Zoho Books for July 2026! This month's release introduces Terminal Payments, CMP-08 filing for composition taxpayers, SEPA Credit Transfer support, and Self-Billed Credit Notes and Debit Notes
                                                                                                                        • Calendar invites from Contacts not being assigned to Account in CRM

                                                                                                                          Hi all It's that time of year again when I try to get calendar and meetings sorted in CRM. I have two way sync enabled. I have the option set to check for customer meeting invitation mail and to add them as meetings. However, whilst those meetings show
                                                                                                                        • Kaizen #258 - Getting Started with zoho-crm SKILL.md

                                                                                                                          Howdy tech wizards, Welcome to a fresh week of Kaizen. This week, we are taking a look at the zoho-crm SKILL.md, an Agent Skill designed to help AI coding agents work with Zoho CRM’s developer capabilities. What is zoho-crm SKILL.md? The zoho-crm skill
                                                                                                                        • Zoho Tables is now live in Australia & New Zealand!

                                                                                                                          Hey everyone! We’ve got some great news to share — Zoho Tables is now officially available in the Australian Data Center serving users across Australia and New Zealand regions! Yes, it took us a bit longer to get here, but this version of Zoho Tables
                                                                                                                        • Dashboard/Component filter by probability

                                                                                                                          Hi all Can I request the ability to add a Component or Dashboard filter for Deal Probability? Would be useful to be able to see data of deals more than 60% probable. Olly
                                                                                                                        • Stock (on-hand) Items not updated after using Composite items

                                                                                                                          Hi there, I created a Composite item (consist of 3 items). After I created the Composite item, I invoiced it and shipped the items. However the actual stock on hand of the 3items didn't change at all. Have you guys encountered this? Thank you Regards,
                                                                                                                        • Is there a way to show contact emails in the Account?

                                                                                                                          I know I can see the emails I have sent and received on a Contact detail view, but I want to be able to see all the emails that have been sent and received between all an Accounts Contacts on the Account Detail view. That way when I see the Account detail
                                                                                                                        • Important changes for users with Zoho accounts in the UAE and other Data Centers

                                                                                                                          What's changing? Previously, the same email address could be used to create separate Zoho accounts in both the UAE data center and another Zoho data center (such as US, EU, IN, AU, JP, CA, SA or SG). With this change, an email address can be associated
                                                                                                                        • Conditional Layouts On Multi Select Field

                                                                                                                          How we can use Conditional Layouts On Multi Select Field field? Please help. Moderation update: Multi-select picklist fields are now supported in Layout Rules. Additionally, Layout Rules is now available in the Professional Edition. These updates have
                                                                                                                        • Zoho Marketing Automation WhatsApp Campaign Import Sync for Zoho Analytics

                                                                                                                          WhatsApp is a critical channel in modern marketing, yet WhatsApp Campaign metrics from Zoho Marketing Automation currently cannot be natively imported into Zoho Analytics via the default advanced analytics connector. Integrating this into the standard
                                                                                                                        • Next Page