【開催報告】 東京 ユーザー交流会 2024/11/29(金) Zoho Oneを活用した社内DX推進事例の共有
皆さま、こんにちは。コミュニティチームの藤澤です。
11/29(金)に東京ユーザー交流会を開催しました。10月の開催回に引き続き、多くのユーザーさんに参加いただきました！
以下に各セッションの概要と登壇資料も掲載しています。ぜひご参照ください。
Zoho活用事例セッション：Zoho Oneで決め打ちDX~導入過程からコスパ・タイパを極めて効率化~
今回は、株式会社T h e F l o wの若林さんに登壇いただき、Zoho One を活用した社内DX推進のことや、そもそも「DXとは何か？」というようなDXの本質に迫った内容まで多岐にお話しいただきました。
以下に当日の発表内容と資料を一部抜粋して記載しています。Zoho Oneの中で利用しているアプリ
Zoho CRM を中心に、Zoho Oneに含まれる各種サービスと連携して活用をしています。
自社では「SaaS事業」と「コンサル事業」の2つに分かれているのですが、各事業に適した形でサービスを利用しています。
Zoho Books とStripeの連携事例
弊社のSaaS事業では、他社のインターネット決済処理サービスであるStripeを利用しています。
StripeとZoho Booksを連携させることで、決済処理や管理をスムーズに行っています。
Zoho Booksの管理画面上で、Stripeへの連携設定が簡単に行えます。
また、項目名や自動決済処理・更新など業務の自動化も実現します。
投影資料は以下からご参照ください。
グループワーク
今期の交流会では「Zoho CRM / Desk ワークフロー共有会」のテーマで実施しています。
今回も各テーブルことでユーザーさんにワークフローの活用法をアウトプットいただきました。
Zoho One を利用いただいているユーザーさんも多くいたことから、ワークフローを介して、サードパーティのアプリケーションや他のZohoサービスで処理を実行している事例など、その場でしか聞くことのできない貴重なお話をたくさん聞くことができました。
Zoho社員セッション：Zoho Desk FAQ解説とアップデートをご紹介
今期のユーザー交流会では、全3回とも弊社中野から上記のテーマでセッションを実施しました。
これまでも交流会のセッショントピックとして取り上げて欲しいと要望の多かったZoho Desk ですが、今回は「サポート窓口によくあるFAQ」と「最新のアップデート情報」の2軸で紹介しました。
当日の投影資料と一部内容を抜粋して以下に記載しています。全体概要
「よくある質問と回答」では数ある機能の中でも、一部の人気機能に絞って紹介します。
「アップデート情報」では、最近のアップデートの中でも特に今後の活用促進に役立つと考えられる内容を紹介します。よくある質問への回答まとめ
数ある機能の中でも、自動化に関する機能は特にユーザーさんの興味関心が高く、質問も多くいただきます。
最新アップデートの共有
アップデート情報の1つ目は、コメント・スレッドのピン留め機能についてです。画面上部ピン留めできることで、作業途中のスレッドなどを見逃しづらくなりました。この機能の活用により、定常作業など効率も更に上がると考えられます。
(以降、他５つの最新の機能アップデート情報の共有を実施)
投影資料は以下からご参照ください：
今回ご紹介した情報が、今後の更なる活用につながりましたら幸いです。
懇親会（ネットワーキング）
今回も当日の参加者の多くの方が参加してくれました。各自名刺交換をしたり、談笑したりなど和やかなムードで進行しました。
Zohoサービスについての情報交換のみならず、ユーザーさん同士が各自の会社や業務などについてもお話ししている様子が見られました。
今回も懇親会は時間いっぱいまで盛り上がりました！
皆さま、またのご参加をお待ちしております！
次回のユーザー交流会は2025年3月ごろを予定しています。
ワークアウトは以下の日程で開催予定です。まだ空き枠ございますので、ぜひご参加ください！
日時：12/19(木) @ Zoom 14:00~16:00 ※途中入退出可能
募集人数：5名
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
Emiri Fujisawa
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
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?Compensation | Salary Packages - Hourly Wage Needed
The US Bureau of Labor Statistics says 55.7% of all workers in the US are paid by the hour. I don't know how that compares to the rest of the world, but I would think that this alone would justify the need for having an hourly-based salary package option.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 goIs 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?Transition Criteria Appearing on Blueprint Transitions
On Monday, Sept. 8th, the Transition criteria started appearing on our Blueprints when users hover over a Transition button. See image. We contacted Zoho support because it's confusing our users (there's really no reason for them to see it), but we haven'tDelegates 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, andAdd 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 aMultiple 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 otherError 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 formRegarding 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 GoogleHow 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 changeFetch 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 theRecord 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 notHow 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 anyFSM too slow today !!
Anybody else with problem today to loading FSM (WO, AP etc.)?CRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive
Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage filesNot able to Sign In in Zoho OneAuth in Windows 10
I recently reset my Windows 10 system, after the reset when I downloaded the OAuth app and tried to Sign In It threw an error at me. Error: Token Fetch Error. Message: Object Reference not set to an instance of an object I have attached the screenshotMapping a custom preferred date field in the estimate with the native field in the workorder
Hi Zoho, I created a field in the estimate : "Preferred Date 1", to give the ability to my support agent to add a preferred date while viewing the client's estimate. However, in the conversion mapping (Estimate to Workorder), I'm unable to map my customThe sending IP (136.143.188.15) is listed on spamrl.com as a source of spam.
Hi, it just two day when i am using zoho mail for my business domain, today i was sending email and found that message "The sending IP (136.143.188.15) is listed on https://spamrl.com as a source of spam" I hope to know how this will affect the deliveryDelegates - Access to approved reports
We realized that delegates do not have access to reports after they are approved. Many users ask questions of their delegates about past expense reports and the delegates can't see this information. Please allow delegates see all expense report activity,Split functionality - Admins need ability to do this
Admins should be able to split an expense at any point of the process prior to approval. The split is very helpful for our account coding, but to have to go back to a user and ask them to split an invoice that they simply want paid is a bit of an inIs there a way to request a password?
We add customers info into the vaults and I wanted to see if we could do some sort of "file request" like how dropbox offers with files. It would be awesome if a customer could go to a link and input a "title, username, password, url" all securely and it then shows up in our team vault or something. Not sure if that is safe, but it's the best I can think of to be semi scalable and obviously better than sending emails. I am open to another idea, just thought this would be a great feature. Thanks,Single Task Report
I'd like a report or a way to print to PDF the task detail page. I'd like at least the Task Information section but I'd also like to see the Activity Stream, Status Timeline and Comments. I'd like to export the record and save it as a PDF. I'd like theAuto-response for closed tickets
Hi, We sometimes have users that (presumably) search their email inbox for the last correspondence with us and just hit reply - even if it's a 6 month old ticket... - this then re-opens the 6 month old ticket because of the ticket number in the email's subject. Yes, it's easy to 'Split as new Ticket', but I'd like something automated to respond to the user saying "this ticket has already been resolved and closed, please submit a new ticket". What's the best way to achieve this? Thanks, EdHow to Push Zoho Desk time logged to Zoho Projects?
I am on the last leg of my journey of finally automating time tracking, payments, and invoicing for my minutes based contact center company - I just have one final step to solve - I need time logged in zoho desk to add time a project which is associatedCannot access KB within Help Center
Im working with my boss to customize our knowledge base, but for some reason I can see the KB tab, and see the KB categories, but I cannot access the articles within the KB. We have been troubleshooting for weeks, and we have all permissions set up, customersExport to excel stored amounts as text instead of numbers or accounting
Good Afternoon, We have a quarterly billing report that we generate from our Requests. It exports to excel. However if we need to add a formula (something as simple as a sum of the column), it doesn't read the dollar amounts because the export storeswhy my account is private?
when i post on zohodesk see only agent onlyGetting ZOHO Invoice certified in Portugal?
Hello, We are ZOHO partners in Portugal and here, all the invoice software has to be certified by the government and ZOHO Invoice still isn´t certified. Any plans? Btw, we can help on this process, since we have a client that knows how to get the software certified. Thank you.500 Internal Server Error
I have been trying to create my first app in Creator, but have been getting the 500: Internal Server Error. When I used the Create New Application link, it gave me the error after naming the application. After logging out, and back in, the application that I created was in the list, but when I try to open it to start creating my app, it gives me the 500: Internal Server Error. Please help! Also, I tried making my named app public, but I even get the error when trying to do that.Client Script | Update - Client Script Support For Portals
Dear All! We are excited to announce the highly anticipated feature: Client Script support for Portals. We understand that many of you have been eagerly awaiting this enhancement, and we are pleased to inform you that this support is now live for allProfessional Plan not activated after payment
I purchased the Professional Plan for 11 users (Subscription ID: RPEU2000980748325) on 12 September 2025, and the payment has been successfully processed. However, even after more than 24 hours, my CRM account still shows “Upgrade” and behaves like ahow to edit the converted lead records?
so I can fetch the converted leads records using API (COQL), using this endpoint https://www.zohoapis.com/crm/v5/coql and using COQL filter Converted__s=true for some reasons I need to change the value from a field in a converted lead record. When I tryAuto Update Event Field Value on Create/Edit
Hi there, I know this question has been posted multiple times and I've been trying many of the proposed similar scripts for a while now but nothing seems to work... what might I do wrong? The error I receive is this: Value given for the variable 'meetingId'Pre-orders at Zoho Commerce
We plan to have regular producs that are avaliable for purchase now and we plan to have products that will be avaliable in 2-4 weeks. How we can take the pre-orders for these products? We need to take the money for the product now, but the delivery willConstant color of a legend value
It would be nice if we can set a constant color/pattern to a value when creating a chart. We would often use the same value in different graph options and I always have to copy the color that we've set to a certain value from a previous graph to makeNext Page