【1/20(木)】2022年最初のZoho サービス もくもく会、開催！ユーザーさまと一緒に設定やカスタマイズを進めましょう

【1/20(木)】2022年最初のZoho サービス もくもく会、開催！ユーザーさまと一緒に設定やカスタマイズを進めましょう

こんにちは、みなさまいかがお過ごしですか？
先日、西尾さまのご投稿にも告知がございましたが、1月20日(木) 15:00よりZoho サービスを対象とした オンラインもくもく会を開催します！

━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
◎もくもく会とは...
→複数人が同じ場所に集まり、各自が黙々と勉強や作業を進めるイベントのことを指します。
※もくもく会の詳細は、以下のURLをご参照ください。
テックキャンプ ブログ： https://zurl.co/nDYa (外部サイト）
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

前回と同様Zoho サービス で完了させたい設定やカスタマイズ、環境の整備…など、各自で決めた達成事項に向け、それぞれもくもく作業を行います。
日頃はZohoツールの設定が進まず、他のZohoユーザーと一緒に作業したいという方はぜひご参加ください。
（先着5名の募集です）

▶︎▷ 申し込みはこちら：※締め切りました！（2022/1/20 11:48）
 
今回のもくもく会も、有限会社 西尾システムコンサルタント西尾さまに質問対応者としてご参加いただきます。
LINE公式アカウントへ届いたメッセージをZoho Desk からやりとりができるように実装されたということで、そちらの共有も行っていただけるそうです！

▶︎▷ 詳細はこちら：https://zurl.co/feLo


作業中に出てきたZoho サービス に関する質問や相談に関しては、西尾さんや他のユーザーさまへご相談いただきながら進めていただけます！
なお、以下は西尾さんに質問・相談いただけるZoho サービスです。
Zoho CRM /Zoho Assist /Zoho Desk /Zoho Analytics /Zoho Books /Zoho Bookings /Zoho Flow

もくもく会の詳細については、以下をご確認ください。
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
日時：1月20日（木）15:00~ 3時間程度（※日程を修正いたしました。 1月12日（水）11:57）
形式：オンライン（Zoom ミーティング形式）
※カメラオン、また音声会話ができる状況でご参加ください。
※一時的な退席や他の作業を行う場合は、カメラをオフにしていただいて構いません。
　その場合は、チャットでの対応が可能な状態にお願いします。
対象サービス：Zoho CRM をはじめとした、有料で導入されている以下のZohoツール
Zoho CRM /Zoho Assist /Zoho Desk /Zoho Analytics /Zoho Books /Zoho Bookings /Zoho Flow

募集人数：5名
※事前にお申し込みフォームにてご登録ください。お申込受付は先着順とし、定員になり次第、締め切らせていただきます。※締め切りました！（2022/1/20 11:48）


このような方におすすめ：
●導入しているZoho ツール の環境を整えたいと考えているのに、なかなかまとまった時間が取れない！と言う方
●Zoho サービス で作成したいワークフローやカスタマイズがあるのに、途中のやり方につまづき実装仕切れておらず、アドバイスをもらいながら一気に進めたい方
●Zoho ツールの構築作業に孤独感を感じている方
●Zoho ユーザーと知り合って、交流を深めたい方
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

なお、2月のもくもく会は2022年2月16日(水)を予定しております。
今回はご都合が合わない方も、来月はぜひご参加ください。開催の約一週間前にオンラインフォーラムにて告知予定です。

みなさまのお申し込み、お待ちしております！

ゾーホージャパン株式会社
コミュニティチーム

    Access your files securely from anywhere






                  Zoho Campaigns Resources


                        Zoho Developer Community



                            Bootcamp
                            Community
                            Pricing
                            Webinars
                            What's New
                            Integrations
                            Contact Support
                            Contact Sales

                              Zoho Survey Resources
                                Features
                                Survey Templates
                                Integrations
                                Community
                                iOS Mobile Surveys
                                Pricing
                                Android Mobile Surveys
                                Insurvey Blogs
                                Insight Blogs
                                Tips & Tricks






                                            Latest Feature Updates

                                              • Desk Community Learning Series


                                              • Digest


                                              • Functions


                                              • Meetups


                                              • Kbase


                                              • Resources


                                              • Glossary


                                              • Desk Marketplace


                                              • MVP Corner


                                              • Word of the Day


                                              • Ask the Experts




                                                  Zoho SalesIQ Resources

                                                        • 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
                                                        Access Zoho Social

                                                          Zoho Pagesense Resources


                                                              Zoho TeamInbox Resources

                                                                Zoho DataPrep 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

                                                                                  • 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 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

                                                                                                        • Adding Taxes to paid consultations in Zoho Bookings

                                                                                                          I created a 'paid' consultation under Zoho Booking and integrated it with payment gateways for online/instant payment before a booking is done. How can I add 'taxes' to the price of consultation? I can add taxes to other Zoho apps (liks Books, Checkout,

                                                                                                        • Zoho Finance Suite - Customer Custom Tabs - Dynamic Link

                                                                                                          Hi Finance Suite team, When creating a Custom Tab for a Client Portal, there is no option to add dynamic parameters. This would be very helpful for adding Zoho Analytics dashboards which can be dynamically filtered through the URL to only show information

                                                                                                        • Feature Request - Insert URL Links in Folders

                                                                                                          I would love to see the ability to create simple URL links with titles in WorkDrive. or perhaps a WorkDrive extension to allow it. Example use case: A team is working on a project and there is project folder in WordDrive. The team uses LucidChart to create

                                                                                                        • Possible to bold or indent text in the description field?

                                                                                                          As part of one item, I often have a detailed description that would be much easier to read if there was the ability to have a bulleted list or bold text and the like. Is this possible? My last invoicing software allowed markup in the field so, for example, an asterisk meant a bullet. I haven't been able to find any documentation related to this.  Any information would be appreciated. Thank you.

                                                                                                        • How can I setup Zoho MCP with Chat GPT

                                                                                                          I can set up custom connections with Chat GPT but I cat an error when I try to set it up. The error is: "This MCP server can't be used by ChatGPT to search information because it doesn't implement our specification: search action not found" Thoughts?

                                                                                                        • Formatting of Balance Sheet and Profit & Loss Reports

                                                                                                          The default format of the Balance Sheet and P&L Reports are based on the Account Types and then the individual accounts within the Chart of Accounts. These are then ordered alphabetically under these sub-headings and one is unable to re-order these or

                                                                                                        • UK MTD reports concerning turnover and cerash accounting

                                                                                                          Hi I am a sole trader, and I have just started with Zoho Books in order to comply with the new HMRC requirements. I use 'cash basis' - which I understand to mean that income is when the cash comes in (not the invoice date) and expenses are when they are

                                                                                                        • Retainer Invoice.

                                                                                                          Why ZOHO not have facilities to deduct partially advance payment from an invoice.

                                                                                                        • IMAP Server not responding.

                                                                                                          Trying to connect a phone via IMAP and getting "imap.zoho.com not responding." Is the server down, for maintenance or otherwise? I've tried this on two different devices and got the same error on both.

                                                                                                        • Share saved filters between others

                                                                                                          Hi, I am in charge to setup all zoho system in our company. I am preparing saved filters for everybody, but the only one can see its me. How can others see it? Thanks

                                                                                                        • GST Slabs Redefined: Stay Compliant Using Zoho Books!

                                                                                                          Hello Everyone! The Government of India is rolling out new GST rates, a major reform aimed at simplifying the current tax structure starting 22 September 2025. GST will move from four slabs (5%, 12%, 18%, 28%) to two main slabs (5% and 18%), plus a special

                                                                                                        • Kanban view on Zoho CRM mobile app!

                                                                                                          What is Kanban? The name doesn't sound English, right? Yes, Kanban is a Japanese word which means 'Card you can see'. As per the meaning, Kanban in CRM is a type of list view in which the records will be displayed in cards and categorized under the given

                                                                                                        • Presenting ABM for Zoho CRM: Expand and retain your customers with precision

                                                                                                          Picture this scenario: You're a growing SaaS company ready to launch a powerful business suite, and are looking to gain traction and momentum. But as a business with a tight budget, you know acquiring new customers is slow, expensive, and often delivers

                                                                                                        • No practical examples of how survey data is analyzed

                                                                                                          There are no examples of analysis with analytics of zoho survey data. Only survey meta data is analyzed, such as number of completes, not actual analysis of responses, such as the % in each gender, cross-tabulations of survey responses. One strange characteristic

                                                                                                        • Zoho Creator as LMS and Membership Solution

                                                                                                          My client is interested in using Zoho One apps to deploy their membership academy offer. Zoho Creator was an option that came up in my research: Here are the components of the program/offer: 1. Membership portal - individual login credentials for each

                                                                                                        • Adding Chargebee as a Data Connector

                                                                                                          Is it possible to get Chargebee added as a Zoho Analytics data connector?

                                                                                                        • Webform & spam

                                                                                                          Hi, We set up 2 webform on our website, fowarding the content to Zoho CRM. Since it has been opened up, we are getting lot of spam message (for now about 20 a day). To lower the  amount of false new leads we added the captcha field and new enquieries are send to the Approval Leads list. However we still get some spam. Is there any "anti spam" mechanism built in Zoho CRM, or how is the best way to avoid these kind of spam ? Thanks

                                                                                                        • Dropbox to Workdrive

                                                                                                          Namaste, Trust you all are doing well. Wanted to check how this can be done with Zoho flow. I typically receive dropbox links from my clients. Is there a way where I can provide the link to Zoho flow and it downloads the files from dropbox link to a work

                                                                                                        • Deals by Stages Funnel not showing in correct order

                                                                                                          Using the Stage-Probability Mapping for the Deals module we have created a steps our deals will pass through, RFQ, Closed/Lost, Declined/No-Go, Pricing, Submitted, Negotiations, Won. However when I view the Deal By Stages Funnel it does not show in the

                                                                                                        • Turning off the new UI

                                                                                                          Tried the new 'enhanced' UI and actively dislike it. Anyone know how to revert back?

                                                                                                        • Confirmation prompt before a custom button action is triggered

                                                                                                          Have you ever created a custom button and just hoped that you/your users are prompted first to confirm the action? Well, Zoho knows this concept. For example, in blueprint, whenever we want to advance to the next state by clicking the transition, it is

                                                                                                        • How to create auto populate field based on custom module in Zoho CRM?

                                                                                                          Hello, i'm still new to Zoho CRM and work as administrator in my company. Currently, I'm configuring layout for Quotes Module. So, the idea is, I've created a read-only field in Quotes called "Spec". I want this field automatically filled with Specification

                                                                                                        • Rich Text For Notes in Zoho CRM

                                                                                                          Hello everyone, As you know, notes are essential for recording information and ensuring smooth communication across your records. With our latest update, you can now use Rich Text formatting to organize and structure your notes more efficiently. By using

                                                                                                        • Change Last Name to not required in Leads

                                                                                                          I would like to upload 500 target companies as leads but I don't yet have contact people for them. Can you enable the option for me to turn this requirement off to need a Second Name? Moderation update (10-Jun-23): As we explore potential solutions for

                                                                                                        • Office 365 and CRM mail integration: permission required

                                                                                                          Has anyone run into this weird problem? My email server is Office 365. When I try to configure Zoho CRM to use this server, a Microsoft popup window opens requesting user and password. After entering that, I get a message in the Microsoft window saying

                                                                                                        • Tables improvement ideas / features

                                                                                                          Heya, I've been using Zoho Tables for a few months now and wanted to post some features that I think will be greatly beneficial for the tool: 1. Ability to delete a record in automation or move a record in automation. - Usecase: I move a record from one

                                                                                                        • Deluge - Can't get phone number SalesIQ

                                                                                                          Hey folks, I’m building a custom plug for SalesIQ that’s supposed to register leads into Zoho CRM. The SalesIQ chat is being implemented on WhatsApp, and in my plug I’m using this line: mobile_clean = session.get("phone").get("value"); From what I understand,

                                                                                                        • how to differentiate if whatsapp comes from certain landing page?

                                                                                                          I create a Zobot in SalesIQ to create a Whatsapp bot to capture the lead. I have 2 landing pages, one is SEO optimized and the other want is optimized for leads comes from Google Ads. I want to know from which landing page this lead came through WhatsApp

                                                                                                        • Zoho Desk - Community

                                                                                                          As a regular user of Zoho Cares Community I would really love to see the publish date of articles. For example, when I look at Announcements, it would be very beneficial to see which ones were posted recently, over those which have just and a recent comment.

                                                                                                        • access to quartz for my customers

                                                                                                          Hi how can I have access to the application quartz you use for us to send you screen rocording, this feature would be immensely useful for our customers support https://quartz.zoho.com/

                                                                                                        • Issue with Inline Images in Email Reply via Zoho Desk API

                                                                                                          Hi, I am attempting to send inline images in an email reply using the Zoho Desk API, but the images are not being displayed inline for the recipient. I have followed this documentation: https://desk.zoho.com/DeskAPIDocument#Uploads https://desk.zoho.com/DeskAPIDocument#Threads#Threads_SendEmailReply

                                                                                                        • How to search a value stored in a subform?

                                                                                                          Hello, We store serial numbers in subforms but now we would like to be able to search the values to be able to easily find the record with the serial number. I saw that it's not possible to search such values through global search but is it possible to do it an other way? Thank you,

                                                                                                        • Field Dependency Not Working on Detail Page in Zoho Desk

                                                                                                          Hi Support Team, I’ve created field dependencies between two fields in Zoho Desk, and they are working correctly on the Create and Edit layouts. However, on the Detail page, the fields are not displaying according to the dependencies I’ve set — they appear

                                                                                                        • How do the keyword critera work?

                                                                                                          Hi, I'm working on automated assignment of tickets based on keywords. How does this feature work? Where does this criteria look for keywords - email address, subject, email body? Can you please clarify this as I want to avoid overlapping with criteria

                                                                                                        • Error: Unsupported content type: text/html;charset=UTF-8 after tryeing to get the token for n8n automation

                                                                                                          I am working on ZOHO Desk automation and need to get the ZOHO auth token for n8n I have created the app in ZOHO Desk API, got client id and client secret. Added all data required to get a token in n8n. After I sign in with my ZOHO credentials in ZOHO

                                                                                                        • Improving Collaboration Features in Zoho Portal

                                                                                                          Hello Zoho Community, I’ve recently started exploring Zoho services and I’m really impressed with the wide range of features. However, I feel there is still room for improvement in the collaboration area. For example, it would be really helpful if we

                                                                                                        • Automated Shopify Emails Not Being Delivered

                                                                                                          I have an ecommerce store with Shopify. I recently set up my email to be served through Zoho. Since doing this, customers are not receiving some of our automated emails from Shopify itself. Our initial email that confirms their purchase goes through but our Shipping Notification that is automatically sent out upon fulfillment is not going through. Sometimes we get a notice that it's been classified as spam, sometimes nothing. I can send/receive email via Outlook on my desktop and I can send/receive

                                                                                                        • I can't log in to my account on Thunderbird

                                                                                                          I've just had to rebuild my PC (calamitous mess from Microsoft with Win10/Win 11 'upgrade' - they confirmed I had to start with a new build). I have used Zoho mail for years via Mozilla Thunderbird, but now I've had to download the latest version of TBird,

                                                                                                        • Send a campaign to one recipient.

                                                                                                          Very often I speak to a customer and they say they didn't see my email (maybe it went in Junk, maybe they deleted it). Anyway, I just want to go into the Campaign and send it to one person. You already have a feature very close to this - when sending a Test. While developing a campaign, I can send tests to anyone. Why can't we have this AFTER  the campaign has been sent? I know, there's a caveat, and that's in the use of merge tags. Most of the time I only use FNAME, but maybe you could check if

                                                                                                        • Try FSM again for our business

                                                                                                          We already have our customers individual equipment in CRM with serial numbers, install dates, warranty length and importantly next service which is generally 2 years. a month before the service date is due we get get a report and send out service reminders.

                                                                                                        • Next Page