【品川会場 × オンライン開催】6/16（金）Zoho ユーザー交流会（Meetup） | ユーザーから活用事例を直接聞ける学びの場！
こんにちは、Zoho コミュニティチームです。
今回のユーザー交流会のテーマは「マーケティング / 営業部門におけるZoho 活用方法」です。商談情報の入力工数削減や問い合わせ内容の一元管理などを、Zoho CRM Plus 内のサービスを活用して効率化したユーザー活用事例の登壇や、弊社サポート担当によるZoho CRM に関連したセッションをお送りします。
━━━━━━━━━━━━━━━━━━━━
▼詳細・参加登録はこちら（無料）
━━━━━━━━━━━━━━━━━━━━
リアル会場ではZoho ユーザーとより深く交流できる懇親会も実施します！ 関連部署の方々をお誘い合わせの上、ぜひご参加ください。
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
◎開催概要
ユーザー交流会 [Meetup] 東京 2023 vol.2
日時：2023年6月16日（金）18:00〜20:20
参加費：無料
開催形式：ハイブリッド
会場：AP品川（Aルーム）またはオンライン（Zoom ミーティング形式）
公式ハッシュタグ：#Zugmeetup
※参加予定の方は、ご自身のSNSやブログ等でコメントをいただけますと幸いです！
定員：40名
※定員に達し次第、参加登録の受付を終了いたしますのでご了承ください。
･･･････････････････････････････････････
▼詳細・参加登録はこちら（無料）
･･･････････････････････････････････････
───────────────────────────────────
◎タイムテーブル
18:00 〜 18:10 乾杯・Zoho コミュニティについて18:10 〜 18:40 事例セッション「ここまでできる！社内商談管理を効率化するための Zoho 活用術！ ～商談 / 問合せ対応 / データ可視化編～」（Zoho CRM / Zoho Desk / Zoho Analytics ）船井総研デジタル 伊佐次 崇宏さん18:40 〜 19:00 お楽しみ会19:00 〜 19:05 休憩19:05 〜 19:35 Zoho セッション19:35 〜 20:20 懇親会 ・記念撮影
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
また、Zoho コミュニティの公式Webページでは過去のユーザー交流会に参加したユーザーさんの生の声をCustomer Voices として公開しています。ぜひチェックしてみてくださいね。
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
◎前回のユーザー交流会の様子
▼ 2023年3月に開催したユーザー交流会の様子。当日はハイブリッド形式で開催され、50名近くのZoho ユーザーが参加しました。HRの業務領域をZoho One で構築した事例や活用方法についてのライトニングトークなど、運用や活用に役立つ貴重な情報が満載のイベントとなりました。
･･･････････････････････････････････････
▼ 前回の開催報告レポートはこちら
【開催報告】ユーザー交流会 in 東京 - 3/17（金）：https://zurl.co/TFRD
･･･････････････････････････････････････
以前からユーザー交流会に参加しているユーザーの皆さん、この投稿を見て初めて興味を持った方々、Zoho ユーザーのためのユーザー交流会にぜひご参加ください。
当日、皆さんに会えることを楽しみにしております！
Zoho コミュニティチーム
Access your files securely from anywhere
New to Zoho Recruit?
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Mayu Imanari
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）
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
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 templateIs 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. ThanWindows 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 menusKaizen #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 relatedWebDAV / 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 helpfulNon-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, 45-60Customizable UI components in pages | Theme builder
Anyone know when these roadmap items are scheduled for release? They were originally scheduled for Q4 2025. https://www.zoho.com/creator/product-roadmap.htmlFeature Request - Set Default Values for Meetings
Hi Zoho CRM Team, I would be very useful if we could set default values for meeting parameters. For example, if you always wanted Reminder 1 Day before. Currently you need to remember to choose it for every meeting. Also being able to use merge tags toHow 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 possibleZoho 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 (thereCRM gets location smart with the all new Map View: visualize records, locate records within any radius, and more
Hello all, We've introduced a new way to work with location data in Zoho CRM: the Map View. Instead of scrolling through endless lists, your records now appear as pins on a map. Built on top of the all-new address field and powered by Mappls (MapMyIndia),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 thatAutomate 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. TheyZoho 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 invoicesProblem : 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 zohoTrouble 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 theWhy am I seeing deleted records in Zoho Analytics syncing with Zoho CRM?
I have done a data sync between Zoho CRM and Zoho Analytics, and the recycle bin is empty. Why do I see deleted leads/deals/contacts in Zoho Analytics if it doesn't exist in Zoho CRM? How can I solve this problem? ThanksHow to use MAIL without Dashboard?
Whenever I open Mail, it opens Dashboard. This makes Mail area very small and also I cannot manage Folders (like delete/rename) etc. I want to know if there is any way to open only Mail apps and not the Dashboard.Peppol: Accept Bill (Belgium)
Hi, This topic might help you if you're facing the same in Belgium. We are facing an issue while accepting a supplier bill received by Peppol in Zoho Books. There is a popup with an error message: This bill acceptance could not be completed, so it wasZoho Books is now integrated with Zoho Checkout
Hello everyone, We're glad to be announcing that Zoho Books is now integrated with Zoho Checkout. With this integration, you can now handle taxes and accounting on your payment pages with ease. An organization you create in Zoho Checkout can be added to Zoho Books and vice-versa. Some of the key features and benefits you will receive are: Seamless sync of customer and invoice data With the end-to-end integration, the customer and invoice details recorded via the payment pages from Zoho CheckoutSync Issue
My Current plan only allows me with 10,000 rows and it is getting sync failure how to control it without upgrading my planAdd Zoho PDF to Zoho One Tool Applications
It should be easy to add from here without the hassle of creating a web tab:JOB WISE INVOICE PROCESS
I WANT TO ENABLE JOB WISE TRACKING OF ALL SALES AND PURCHASEPDF Template have QTY as first column
I want to have the QTY of an item on the sales orders and invoices to be the first column, then description, then pricing. Is there a way to change the order? I went to the Items tab in settings but don't see how to change the order of the columns onRAG (Retrieval Augmented Generation) Type Q+A Environment with Zoho Learn
Hi All, Given the ability of Zoho Learn to function as a knowledge base / document repository type solution and given the rapid advancements that Zoho is making with Zia LLM, agentic capabilities etc. (not to mention the rapid progress in the broaderWelcome to the Zoho ERP Community Forum
Hello everyone, We are thrilled to launch Zoho ERP (India edition), a software to manage your business operations from end to end. We’ve created this community forum as a space for you to ask questions, comment answers, provide feedback, and share yourIn App Auto Refresh/Update Features
Hi, I am trying to use Zoho Creator for Restaurant management. While using the android apps, I reliased the apps would not auto refresh if there is new entries i.e new kitchen order ticket (KOT) from other users. The apps does received notification but would not auto refresh, users required to refresh the apps manually in order to see the new KOT in the apps. I am wondering why this features is not implemented? Or is this feature being considered to be implemented in the future? With theConsolidated report for multi-organisation
I'm hoping to see this feature to be available but couldn't locate in anywhere in the trial version. Is this supported? The main aim to go to ERP is to have visibility of the multi-organisation in once place. I'm hopeful for this.IMAP mail after specify date
Hi My customer's mail server is on premise and mail storage is very huge. So It never finish sync. and finally stop sync. Cloud CRM have a option like zoho mail sync mail after some date.Claude + MCP Server + Zoho CRM Integration – AI-Powered Sales Automation
Hello Zoho Community 👋 I’m excited to share a recent integration we’ve worked on at OfficehubTech: ✅ Claude + MCP Server + Zoho CRM This integration connects Zoho CRM with Claude AI through our custom MCP Server, enabling intelligent AI-driven responsesNotes badge as a quick action in the list view
Hello all, We are introducing the Notes badge in the list view of all modules as a quick action you can perform for each record, in addition to the existing Activity badge. With this enhancement, users will have quick visibility into the notes associatedSearch Bar positioning
Why is the Search bar on the far right when everything is oriented towards the left?The Social Playbook - January edition: Getting started with content creation
Social media isn’t just about posting some random content. It’s about why certain content works, how brands stand out, and what makes people pause mid-scroll. The Social Playbook is a monthly community series where we break all of that down. Through realImport Error: Empty values for mandatory fields - Closing Date
Hello, I've tried multiple times to import a CVS Potential list from another Zoho account. But the error message I get is: Empty values for mandatory fields - Closing Date There are valid dates in this field, so I don't understand why this error messagesAdding custom "lookup" fields in Zoho Customization
How can I add a second “lookup” field in Zoho? I’m trying to create another lookup that pulls from my Contacts, but the option doesn’t appear in the module customization sidebar. In many cases, a single work order involves multiple contacts. Ideally,Feature Requests - Contact Coloured Picklist Visibility & Field Visibility During Ticket Creation
Hi Desk Team, I have 2 feature requests for you. Since Coloured Picklists are now available in Desk, It would be great if the colours were visible on the Related Details (Contact Information) when creating a ticket. In the screenshot below, I have 2 fieldsHow to integrate XML with Zoho CRM
Hi, I have an eCom service provider that gives me a dynamic XML that contains order information, clients, shipments... The XML link is the only thing I have. No Oath or key, No API get... I want to integrate it into Zoho CRM. I am not a developer norFeature Request - Ability to Customise Contact Info Card on Ticket Details View
Hi Desk Team, I've added a "Contact Priority" and "Account Prioirty" field and it would be very useful to agents if they could see that information in the Contact Info card on the Ticket Details view. It would be great if we could choose some fields toTax in Quote
Each row item in a quote has a tax value. At the total numbers at the bottom, there is also a Tax entry. If you select tax in both of the (line item, and the total), the tax doubles. My assumption is that the Tax total should be totalling the tax fromNext Page