【4/21(水)〜4/23(金) 】管理者向けZoho CRM トレーニングのご案内

【4/21(水)〜4/23(金) 】管理者向けZoho CRM トレーニングのご案内

こちら、定員20名に達したため、申し込みを締め切らせていただきました。(2021/4/14)
来月以降も開催予定です。開催日が近くなりましたら、お知らせします!


Zoho CRM を導入して間もない方や、基本機能を振り返りたい管理者におすすめの

初期設定を一緒に行うハンズオンをはじめ、
レポート作成・項目のカスタマイズ・他Zoho サービスと連携してできることなど、一通りの機能をデモを交えてお見せします。

コミュニティユーザーさまの中でもご興味のある方がいらっしゃれば、ぜひ参加をご検討ください!

ーーーーーZoho CRM オンライントレーニング 詳細ーーーーーーーーーーーーーーーーーーーー
Zoho CRM の初期設定を一緒に完了させるハンズオン、また基本的な機能をひと通り紹介します。   
詳細・申し込みはこちら:https://www.zoho.com/jp/crm/crmtraining/
◯ 4月21日(水)- 23日(金)15:00 - 17:30 (各日2時間~2時間30分)
◯ 各約2時間 の計3日間 無料 
◯ Zoho CRMを導入して1年以内、
  もしくはインポート/カスタマイズの項目など基本機能の設定を完了していない管理者ユーザーさまが対象です。
◯ 3日間通してのご参加をお願いいたします。
◯ 少人数制の開催を予定しているため、恐れ入りますが先着20名の募集です。
ーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーー

    Access your files securely from anywhere









                          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

                                                          • 【ZOHO】コミュニティユーザー自己紹介のトピック

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

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

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


                                                          Manage your brands on social media



                                                                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

                                                                                    • 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

                                                                                                            • switching from POP3 to IMAPI do I need to change settings in Web email?

                                                                                                              hi so I am using Outlook with My Zoho mail, also have Verizon email /AOL. they no longer support POP3 and said imapi is much better, so I want to switch my ZoHo to imapai. I googled and it said i need to change it in my account....i looked at my account
                                                                                                            • What functionality is new in the Z025 Spaces UI dashboard compared to the previous Zoho One dashboard?

                                                                                                              My company is interested in creating a revamped dashboard this coming year, and are trying to weigh different platform options. The new Spaces UI is said to be a more "feature-rich" dashboard experience than the previous. Could a developer please explain
                                                                                                            • Collections Management: #5 Convenience on Offer, using Self-Checkout

                                                                                                              "Is this the right page? Oh, now, it wants my address again. Why am I being redirected?" These were the exact thoughts running through Karan's mind as he tried to subscribe to an application he genuinely liked. He clicked "Buy Now", expecting a quick
                                                                                                            • Uploading a signed template from Sign to Creator

                                                                                                              Good day, Please help me on how to load a signed document back into Creator after the process has been completed in Sign. Below is the code that I am trying, pdfFile = response.toFile("SignedDocument_4901354000000372029.pdf"); info pdfFile; // Attach
                                                                                                            • PROBLEMA

                                                                                                              Salve, non riesco a inviare email, e mi esce una tabela errore temporaneo. come posso risolvere il problema ?
                                                                                                            • Tip #50- A Closer Look at the Unattended Access Dashboard- 'Insider Insights'

                                                                                                              Having complete visibility and quick access to everything you need certainly makes managing multiple remote devices a lot easier, and that is precisely what the Unattended Access Dashboard in Zoho Assist is designed to offer. Once you go to the Unattended
                                                                                                            • How to update custom multi-user field in Zoho Projects?

                                                                                                              I'm trying to update custom multi-user fields in Zoho Projects via a Deluge function in CRM. The code I have so far is below. It works for updating standard project fields and single-line custom fields, but it does not work to update multi-user fields.
                                                                                                            • Tip of the Week #75– Manage your social media messages from a single shared inbox.

                                                                                                              Are you tired of jumping between apps or browser tabs to reply to your business's Facebook and Instagram DMs? Handling customer messages on social media might seem simple, but switching between multiple platforms can easily lead to lost messages, duplicate
                                                                                                            • Zoho Map integration tasks have changed - you need to "Locate all instances of Zoho Map integration tasks in your Deluge scripts by searching for the v1 marker... before 16 January 2026"

                                                                                                              The Zoho Map deluge integration task has been changed (as at 21 October 2025) to provide a more structured, JSON-like response. This change affects all three Zoho Map integration tasks (Geocode, Reverse Geocode, and Distance Between). More details can
                                                                                                            • Using files from Zoho CRM in Gemini/ChatGPT/Claude

                                                                                                              Hi all, I’ve got subscriptions to Gemini and a few other AI tools which I use for tasks like data enrichment, email composition, etc. In our workflow, we often receive various documents from clients — such as process workflows, BRDs/requirement documents
                                                                                                            • Zoho Analytics & Zoho Creator - Modified Time value

                                                                                                              I'm trying to use the Zoho Creator system field 'modified time' in Zoho Analytics, but it's consistently showing 12 hours 'out' In Zoho Creator In Zoho Analytics Is this a constant difference that I just need to correct with a timezone change - or is
                                                                                                            • Zoho CRM - Option to create Follow-Up Task

                                                                                                              When completing a Zoho CRM Task, it would be very helpful if there was an option to "Complete and Create Follow-Up Task" in the pop-up which appears. It could clone the task you are closing and then show it on the screen in edit mode, all the user would
                                                                                                            • Portal For Different Apps

                                                                                                              I found some older threads on this but didn't see anything very recent. I'm new to Zoho One so forgive me if my terminology is off a bit. I was hoping set up a single point of entry into Zoho One. So, many of the apps could be found in one single place
                                                                                                            • Calls undetected

                                                                                                              Zoho Voice records indicate my last call ended at 6:00 PM. All incoming and outgoing calls occurred between 6:00 PM and 7:00 PM.
                                                                                                            • Unable to Select Authenticated Domain as Sender

                                                                                                              We’ve already authenticated our domain, but it’s still not appearing in the sender list when we try to run a campaign. Could you please check what might be causing this issue?
                                                                                                            • Forever FREE Business Email with Zoho Mail

                                                                                                              Forever FREE Business Email with Zoho Mail: is it available?
                                                                                                            • Zoho Projects - Project Details on the Project Menu

                                                                                                              Hi Project's team, I've helped may businesses setup and use Zoho Project and one thing I see time and time again is confusion on where to find the Project Details information. I would be much more intuitive if Project Details was on the menu before Dashboard.
                                                                                                            • Introducing WhatsApp integration in Bigin

                                                                                                              Greetings! In today's business landscape, messaging apps play a significant role in customer operations. Customers can engage with businesses, seek support, ask questions, receive personalized recommendations, read reviews, and even make purchases—all
                                                                                                            • Zia Conversation Summary: Context at a glance for every customer interaction

                                                                                                              Hello everyone! Every customer conversation tells a story—but in CRM, that story is rarely in one place. A sales rep moving between multiple leads has to reopen long email threads, check call remarks, and revisit meeting notes just to remember what was
                                                                                                            • Zoho Projects - Show Task List as dropdown field on Task records

                                                                                                              Hi Project's Team, I noticed today that there is no field on a task record related to the task list it belongs to. A dropdown would be helpful for quickly moving tasks between lists while in a task. I know that you can go to "Other Actions" and choose
                                                                                                            • Changing the Default Search Criteria for Finding Duplicates

                                                                                                              Hey everyone, is it possible to adjust the default search criteria for finding and merging duplicate records? Right now, CRM uses some (in my opinion nonsensical) fields as search criteria for duplicate records which do nothing except dilute the results.
                                                                                                            • My followed tickets extension is not working under the All departments view

                                                                                                              Hi. I've installed the My followed tickets extension. However, when I try to open the extension under the all departments view, I get the following message: 'Sorry, this extension is not supported in the All Departments view.' How can I solve this p
                                                                                                            • Ticket Time Entry to Timesheet

                                                                                                              The title just about sums it up. I have searched here and not found anything relevant, but If I overlooked, then please set me straight.  We have staff that do nothing but close tickets in desk all day long. These tickets represent their timesheet. Is there a way to have this information sync or for a tech to go into their timesheet themselves and sync it with their tickets of the same timeframe?? We waste a ton of time doing timesheets and the old "Clock in/Clock out" isnt detailed enough for us!!
                                                                                                            • Calls undetected.

                                                                                                              The call is not showing on the call log.
                                                                                                            • Calls undetected

                                                                                                              Zoho is not reading calls made.
                                                                                                            • Multi-currency and Products

                                                                                                              One of the main reasons I have gone down the Zoho route is because I need multi-currency support.  However, I find that products can only be priced in the home currency, We sell to the US and UK.  However, we maintain different price lists for each. 
                                                                                                            • Archiving Contacts

                                                                                                              How do I archive a list of contacts, or individual contacts?
                                                                                                            • Missing information data Zoho inventory

                                                                                                              there some missing data in Zoho inventory connection. pick list stock counts bin location we have requested it via mail and the support team doesn’t gove feedback. has anyone achieve to get these info or to ask other ya les
                                                                                                            • Calendar Events Issues

                                                                                                              Not able to view scheduled events on my calendar
                                                                                                            • Extensions 101 webinar series: Build, integrate, and monetize with extensions

                                                                                                              Attention developers! Are you ready to take your extension development skills to the next level? We're excited to bring back the Extensions 101 webinar series with an expanded lineup of Zoho products and an introduction to more platform features. Last
                                                                                                            • Custom Related List Inside Zoho Books

                                                                                                              Hello, We can create the Related list inside the zoho books by the deluge code, I am sharing the reference code Please have a look may be it will help you. //..........Get Org Details organizationID = organization.get("organization_id"); Recordid = cm_g_a_data.get("module_record_id");
                                                                                                            • Where are recordings stored?

                                                                                                              I have hosted a couple of test meeting, used the "record" button to start and stop the recording but I am unable to find where are those recordings saved?  Can anybody help? Thanks
                                                                                                            • Zoho Desk's integration with Microsoft PowerBI delivers advanced analytics insights

                                                                                                              Hello everyone, Gaining advanced insights through reports and dashboards is one of the critical requirements of every business. In addition to key metrics tracked in Zoho Desk, such as agent performance, SLA adherence, and ticket lifecycle, businesses
                                                                                                            • Create static subforms in Zoho CRM: streamline data entry with pre-defined values

                                                                                                              Last modified on (9 July, 2025): This feature was available in early access and is currently being rolled out to customers in phases. Currently available for users in the the AU, CA, and SA DCs. It will be enabled for the remaining DCs in the next couple
                                                                                                            • IMAP error message in Zoho mail

                                                                                                              I cannot send emails today. Everything fine for years until today. Get a message: "You are yet to enable IMAP for your account. Please contact your administrator". Does anyone know how to correct this?
                                                                                                            • Enhancements to Zoho Map integration tasks

                                                                                                              Hello everyone, We're excited to announce enhancements to the Zoho Map integration tasks in Deluge, which will boost its performance. This post will walk you through the upcoming changes, explain why we're making them, and detail the steps you need to
                                                                                                            • IMAP stopped working today

                                                                                                              Hello! I've been a paid customer for more than 10 years, IMAP was always working fine. But today this is the error I've got on my iPhone: I've tried toggling the IMAP for my account (Mail -> Settings -> Mail accounts) off and on again, but that did not
                                                                                                            • Are custom portals accessible on the Zoho learn smartphone app?

                                                                                                              In other words, can users external to my organisation, once signed up, use the app in the same way as internal users? Thanks
                                                                                                            • Zoho Books/Inventory - Update Marketplace Sales Order via API

                                                                                                              Hi everyone, Does anyone know if there is a way to update Sales Orders created from a marketplace intigration (Shopify in this case) via API? I'm trying to cover a scenario where an order is changed on the Shopify end and the changes must be reflected
                                                                                                            • Conditional Layouts On Multi Select Field

                                                                                                              How we can use Conditional Layouts On Multi Select Field field? Please help.
                                                                                                            • Next Page