【8/5(木)】Zoho CRM もくもく会、開催!手つかずになっている設定やカスタマイズをユーザーと一緒に乗り越えよう

【8/5(木)】Zoho CRM もくもく会、開催!手つかずになっている設定やカスタマイズをユーザーと一緒に乗り越えよう

こんにちは、蒸し暑いお天気が続きますがいかがお過ごしですか?
さて、8月5日17:00より、Zoho CRM 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)

今回のZoho のもくもく会では、日頃手つかずになっているが本当は片付けたいZoho CRM の設定やカスタマイズを、ユーザーさまとともに作業します。
「設定したいワークフローがあるが、途中でやり方につまづいてそのままになっている。」「カスタマイズしたいが、なかなか時間を取れない...」など、Zoho ユーザー同士で集ってもくもく作業を行いながら、日頃手つかずになっている設定やカスタマイズについて、一緒に進めてみませんか?

▶︎▷ 申し込みはこちら:締め切りました!

今回はコミュニティで何度もご登壇いただいている、有限会社 西尾システムコンサルタント 西尾 さまにも質問対応者としてもご参加いただきます。
そのため作業中に出てきた質問や相談に関しては、随時西尾さんや他のユーザーにご相談いただきながら、進めていただけます!

オンラインでは初開催のため、先着5名とさせていただきますが、ご興味がある方はお気軽にご参加ください!

詳細については、以下をご確認ください。
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
日時:8月5日(木)17:00~  1時間半程度
形式:オンライン(ミーティング形式)
※基本的にはカメラオン、また音声会話ができる状況でご参加ください。
対象サービス:Zoho CRM
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。
(追記)8/5:定員に達したため、締め切ります。お申し込みありがとうございました!
概要:当企画で完了したい具体的な設定や課題を決めていただき、もくもく作業を行う会です。作業途中で出てきた質問については、随時他のユーザーさまと相談・交流しながら進めていただけます。途中、自己紹介やそれぞれの進捗確認といった時間もございます。

このような方におすすめ:
●Zoho CRM 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
●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 CRM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
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
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 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 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

                                                                                                              • Webhook - Google Sheets

                                                                                                                I have 2 forms that are both integrated with Google Sheets. I've set up a webhook to pull form 1 data from Google Sheets to prefill data in Form 2. The issue I have is that the forms name fields are First Name & Last Name but the Google sheets integration
                                                                                                              • Verified Mark Certificate

                                                                                                                Hello Dears, Can anyone help and check my mail or direct me to the desired person who can add the verification tag to my mail https://www.zoho.com/blog/mail/email-authentication-with-bimi.html
                                                                                                              • Appointment booking is temporarily unavailable

                                                                                                                Embeded Zoho booking page in my WordPress website. When someone starts a booking, after choosing time and date, an error appears before payment - "Appointment booking is temporarily unavailable due to restricted settings." Used the embeded code given
                                                                                                              • Cannot connect to 365 business calendar and Teams, says personal but it is not.

                                                                                                                hi I have a number of users connected to their 365 business accounts. Adding a new user and it thinks hes got 365 personal edition. He does not.... Anyone know what's going on. Trying for days now. Bookings go into his MS calendar but as its thinks its
                                                                                                              • Limited review (/questions) for Bookings 2.0

                                                                                                                Hi all, I'm writing this review of Bookings 2.0 for two reasons: 1) it may be of interest to others, and 2) I'd like to be corrected if I'm wrong on any points. It's a very limited review, i.e. the things that have stood out as relevant, and particularly
                                                                                                              • Zoho Bookings - Reserve with Google

                                                                                                                Does Zoho Bookings plan to to integrate with Reserve with Google?
                                                                                                              • Tip #3: How to change your booking page language

                                                                                                                Displaying your booking page in your target audience's language can greatly increase customer satisfaction. By speaking their language, you will help customers feel more comfortable scheduling with you and create a stronger connection with them. Let's
                                                                                                              • Bigin Android app update: Alerts while creating tasks outside of working days, conflicting events and calls.

                                                                                                                Hello everyone! In the most recent version of the Bigin Android app, we have brought in support to display an alert if task is being scheduled outside of the working days. Also, when scheduling an event or call in the Activities module, a conflict alert
                                                                                                              • Bigin update: Link email messages to pipeline records.

                                                                                                                Hello everyone! In the latest version of the Bigin iOS(v1.11.9) and macOS(1.8.9) app, we have brought in support for an option to link email to pipeline records. This helps you to view emails specific to a deal, especially when a contact is associated
                                                                                                              • Bigin Android app update: Custom buttons and widgets

                                                                                                                Hello everyone! We are excited to introduce custom buttons and widgets on the Bigin Android app. Widgets: A widget is a customizable UI component in Bigin that improves efficiency and user experience. It lets businesses embed components, streamline interactions,
                                                                                                              • Zoho Sheet for Desktop

                                                                                                                Does Zoho plans to develop a Desktop version of Sheet that installs on the computer like was done with Writer?
                                                                                                              • Zoho Sheet - Desktop App or Offline

                                                                                                                Since Zoho Docs is now available as a desktop app and offline, when is a realistic ETA for Sheet to have the same functionality?I am surprised this was not laucned at the same time as Docs.
                                                                                                              • Collective-booking event not added to all staff calendars

                                                                                                                We assign two staff to certain events. When the client books this event, it adds it to one staff calendar (the 'organiser') but not the other. How can I ensure all staff assigned to a collective booking get the event in their calendar? (A side note: it
                                                                                                              • Project Management Bulletin: October, 2025

                                                                                                                Every need leads to innovation. Project Management tools were developed out of sheer necessity to drive large projects. With wide usage, the specifications grew precise, and so did the refinement. Over years we’ve crafted one of the best project management
                                                                                                              • Zoho Sheets saying locked when not locked

                                                                                                                Zoho Sheets won't let me add more rows to sheet because it's saying the sheet is locked, but the sheet is not locked. I tried using a different browser but I still have the same issue.
                                                                                                              • Identifying and Merging Accounts with Similar (Non-Exact) Names

                                                                                                                Hello everyone, I’m aware of the built-in deduplication feature in Zoho CRM that allows merging records with exactly matching values for selected fields. However, I’m running into a situation where our migrated data contains multiple variations of the
                                                                                                              • Option for super admin to recover the deleted chats in Zoho Cliq

                                                                                                                Currently, in Zoho Cliq, if a user accidentally deletes their chats, there is no option for the Super Admin to recover or view those deleted messages. I believe it would be helpful if Super Admins had a recovery option, perhaps within a certain time frame,
                                                                                                              • Zoho CRM iOS app updates: the Homepage, Zoho Survey integration, and support for multiple file uploads in subform

                                                                                                                Hello everyone! The Zoho CRM mobile app continues to evolve to bring you a smoother and more powerful CRM-on-the-go experience. We're excited to share some important updates now available in the iOS app. Here's what's new: Homepage support Zoho Survey
                                                                                                              • I am trying to integrate my module in sandbox environment to add data via API

                                                                                                                I went through the documents and tried to setup the API for adding the module via the api but the problem is the token setup is done on "https://accounts.zoho.in/oauth/v2/token" domain and the bulk write is done on "https://content.zohoapis.com/crm/v8/upload"
                                                                                                              • Setting up primary mobile number.

                                                                                                                Hi Sir Earlier I joined IIFL team and got an organizational email of zoho services. Later i quit and now my account is deactivated with IIFL but i am unable to link my mobile number to my own email id with zoho.
                                                                                                              • Tables for Europe Datacenter customers?

                                                                                                                It's been over a year now for the launch of Zoho Tables - and still not available für EU DC customers. When will it be available?
                                                                                                              • Guided Conversations - Ticket Creation

                                                                                                                Hi there, Using Guided Conversations to Take Customer Data and apply it into a Support Ticket for internal use, Is there a way to take multiple Textual Variables Inputs (A series of questions), and have the answers all appear in the Description of the
                                                                                                              • How to send certain invoices for Approval based on condition?

                                                                                                                To streamline operations, I need the invoices to go for approval when certain conditions are met. For example, if my staff gives a discount of x amount, it must go for approval. If there is no discount, then the invoice will be approved automatically.
                                                                                                              • Unable to continue payment

                                                                                                                Hi, I want to make a payment for my email subscription, but I cannot proceed with the payment because my NITKU is invalid. In Indonesia, the NITKU consists of 22 digits, but Zoho only provides 20 digits, causing my NITKU to be invalid. Please help me
                                                                                                              • 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
                                                                                                              • Massive spam pretending to come from our address – is this a Zoho security issue?

                                                                                                                Hi, We’ve been receiving more and more suspicious emails lately — many of them clearly look like scams. But yesterday, we got an email that appeared to be sent from our own address, which was very concerning. We're starting to wonder if this might be
                                                                                                              • Cant recieve mails

                                                                                                                I’m having an issue with my external IMAP account not fetching any emails into Zoho Mail, even though the connection test says “Success”. I can send, if someone sends an email to me. my original directory (home.pl host) recieves it in their portal but
                                                                                                              • Zoho Sheet Autofit Data

                                                                                                                While using Autofit Data function in Zoho Sheets with Devnagri Maratji or Hindi Fonts, a word or a number, it keeps couple of characters outside the right side border.
                                                                                                              • Enhancements to finance suite integrations

                                                                                                                Update on the migration (October 28, 2025): Starting this week (October 29 tentatively), we’ll begin migrating Zoho CRM users to Zoho Books as integration users. This means actions will now run under each user’s own Zoho Books access, instead of the admin’s.
                                                                                                              • Edit 'my' Notes only

                                                                                                                The permissions around Notes should be more granular, and allow to user to be able to edit the notes he created only. The edit Notes permission is useful as it allows the user to correct any mistakes or add information as needed. However, with this same
                                                                                                              • Job Alerts for Candidates

                                                                                                                hi All, I have 2 questions relating to sharing job details with candidates. 1. is there a way to notify candidates that meet certain criteria of current jobs available? eg. I run a candidate search, and identify 50 candidates that might be suitable. Can
                                                                                                              • Add multiple users to a task

                                                                                                                When I´m assigning a task it is almost always related to more than one person. Practical situation: When a client request some improvement the related department opens the task with the situation and people related to it as the client itself, the salesman
                                                                                                              • Enhancing Task Accuracy: Automatically notify the owners upon Task duplication.

                                                                                                                Hello Everyone, A Custom function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. The requirement
                                                                                                              • Nodemailer not working with Zoho

                                                                                                                Hi All, I'm having issues with Zoho working with Nodemailer. It works as expected when using gmail as the service. Below is the code I get when using zoho. Error sending email: Error: connect ECONNREFUSED 127.0.0.1:587 at TCPConnectWrap.afterConnect [as
                                                                                                              • desktop app for TODO

                                                                                                                Is there a desktop app for Zoho TODO?
                                                                                                              • Show/ hide specific field based on user

                                                                                                                Can someone please help me with a client script to achieve the following? I've already tried a couple of different scripts I've found on here (updating to match my details etc...) but none of them seem to work. No errors flagged in the codes, it just
                                                                                                              • Where are Kanban swimlanes

                                                                                                                So i've been playing with Zoho Projects Kanban view a bit more. It appears that task lists are being used as the Kanban columns, which makes sense from the implementation point of view but not the logical one.  Kanban columns are statuses that a task can flow through, while a task list has been a logical way to organize related tasks and relate them to a mislestone. In other words a task in a particular task can go through several stages while remaining in the same task list. After doing some research
                                                                                                              • Tip 19: How to display images in Pages using ZML snippets

                                                                                                                Hi folks, We're back with another tip on how to use Zoho Markup Language (ZML) to create interactive pages in Zoho Creator. You can use ZML snippets to add various kinds of components to your pages and structure them in meaningful ways. That's not all, though—using ZML you can ensure your application is automatically compatible with all kinds of devices without any inconsistencies. We often get questions from users about how to invoke Deluge scripts within ZML code. Here's a simple use case for adding
                                                                                                              • Can zoho swign format block text spacing automatically when prefilled from zoho crm?

                                                                                                                I'm sending zoho sign template from zoho crm, so that zoho crm pre-populates most fields. I have existing pdf documents that i am having signed. I have no ability to change the pdf documents, they are standardized government forms. The problem I am facing
                                                                                                              • Zoho Inventory / Finance Suite - Add feature to prevent duplicate values in Item Unit field

                                                                                                                I've noticed that a client has 2 values the same in the Unit field on edit/create Items. This surprised me as why would you have 2 units with the same name. Please consider adding a feature which prevents this as it seems to serve no purpose.
                                                                                                              • Next Page