コミュニティダイジェスト 2023年10月

コミュニティダイジェスト 2023年10月

こんにちは。Zoho コミュニティチームです。

 

毎月、前月に行われたフォーラム上での議論やZoho からの製品アップデート情報やイベントと情報をまとめたコミュニティダイジェストを投稿しています。

10月の活動は以下のとおりです。

 

[ Zoho CRM に関する アップデート情報 ] 

「メールの信頼性のレポート」の紹介  

キーボードショートカット機能導入のお知らせ  

Microsoft Office 365 カレンダーの同期機能に関するアップデート  

 

[ ディスカッション ]

自社事例報告:ZohoBooksからマネーフォワード請求書にデータを送るシステムの解説をしました  

Zoho CRM インボイス対応  

Zoho Survey と Zoho Forms の違いについて  

 

[ Zoho Japan からのお知らせ ]

10を超えるZoho サービスを活用 〜マーケティング・営業・会計業務編〜(箕輪 泰子さん)  

 

▼10月に開催したイベント

 

・ユーザー交流会(Meetup)東京  2023 vol.3

 Zoho CRM Plus 活用事例の共有や、参加者同士のグループワーク、弊社からのサービスアップデート情報の共有などのプログラムを実施しました。

  開催報告はこちら



 

・Zoho ワークアウト:10/19(木)14:00~16:00  (課題解決型のワークショップイベント)

オンライン形式にて開催し、1名のユーザーさんに参加いただきました。

イベント内で取り組まれた課題やディスカッションの一部を紹介します。

*以下全てZoho CRM 関連
-  一般的な初期設定(権限・タブの設定、ホーム画面のカスタマイズ、など)
- Zoho CRM - Zoho Campaigns の連携 
- スコアリングルール、ブループリントの機能学習  
Zoho ワークアウト11/16(木)開催回の登録はこちらから

 

ひきつづきよろしくお願いいたします。

Zoho コミュニティチーム

 

9月のダイジェストはこちら


    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

                                                                                                              • Traditional Spreadsheet vs Zoho Tables

                                                                                                                Hello everyone, This article explains the differences between Spreadsheet applications and no-code databases, such as Zoho Tables. While both tools belong to the "grid" family, the core difference lies in their purpose. A spreadsheet (such as Zoho Sheet,
                                                                                                              • RFQ MODEL

                                                                                                                A Request for quotation model is used for Purchase Inquiries to multiple vendors. The Item is Created and then selected to send it to various vendors , once the Prices are received , a comparative chart is made for the user. this will help Zoho books
                                                                                                              • Delegate Access - Mobile iOS/iPad

                                                                                                                We’re over the moon that delegate access is now available in Zoho Mail as we were nearly ready to switch platforms because of it! Is there a timeline on when delegate mailboxes will be accessible from the iOS and iPad OS applications? Thanks, Jake
                                                                                                              • Request For Quotation (RFQ) module

                                                                                                                Hello, Do you have any plans to implement a RFQ module in to ZOHO Inventory? I would like to chose items that I require a price for, select a number of different suppliers to e-mail and have them submit there pricing online. I would then like to see a
                                                                                                              • Support for Developing Zoho Recruit Extensions via Zoho Sigma

                                                                                                                Hi, I’m interested in building an extension for Zoho Recruit using Zoho Sigma. However, when I navigate to Sigma and attempt to create a new extension (via the "New Extension" option), Zoho Recruit does not appear as a listed service—only options like
                                                                                                              • FOLDER DISAPPEARED

                                                                                                                Hello Zoho Community. I recently found a problem with no explanation: a folder in Zoho Analytics just disappeared, but the tables and SQL sentences still existed, the folder was not deleted. The solution for me in this case was to create a new folder,
                                                                                                              • How to create estimates/Invoices with sub-totals

                                                                                                                Every other accounting package can create estimates and invoices with Sub-totals. How can I do that in ZohoBooks?
                                                                                                              • Deluge scripts

                                                                                                                Why is there not a search function to make it easier to find the script of interest when modifications are required.
                                                                                                              • Social media simplified with Zoho Social: Why should brands have a Threads profile?

                                                                                                                Just over a year ago, Instagram launched Threads, the all new social media app primarily focusing on sharing text online. It was welcomed by people worldwide with more than 10 million users in just seven hours, and it currently has over 175 million active
                                                                                                              • Auto tracking URL generation based on Carrier

                                                                                                                Hi, While creating a shipment order for a package in Zoho Books, I have a requirement that for example, if the carrier is Delhivery and tracking number is 1234, then can automatically the tracking link/URL be generated as www.delhivery.com/1234. Similary,
                                                                                                              • New Beginnings with Zoho Desk mobile app best practices: Part 3

                                                                                                                In focus: Scaling consistency, intelligence, and customization In our third installment, we'd like to share tips to help you elevate your customer experience as you handle support operations seamlessly on mobile. Let's reconnect with Omniserve, the field
                                                                                                              • Highlights of 2025: Milestones and moments

                                                                                                                Hey everyone! As we step into 2026, it’s a great time to look back at everything 2025 brought to Zoho Social. This year was big, packed with powerful new features, smart enhancements, exciting events, and a major milestone: a whole decade of Zoho Social.
                                                                                                              • Introducing the sandbox environment in Zoho Sign

                                                                                                                Hey there! Customer and partners across the globe have been requesting a testing environment—also called a sandbox—for quite some time. Sandboxes help you try out document workflows before using them in your production setup. This new year, we are excited
                                                                                                              • Can I share the drive with another Windows user?

                                                                                                                We use the WorkDrive Sync application on a server with several remote desktop users. Our question is: Can the drive created by WorkDrive Sync be shared from one of these remote users with the other users so they can access the files, or do we need to
                                                                                                              • Syncing Bills in Zoho Books to Zoho CRM

                                                                                                                Is there any way to sync the Bills in Zoho Books in Zoho CRM
                                                                                                              • Auto CheckOut Based On Shift.

                                                                                                                This Deluge script runs on a scheduled basis to automatically set the 'Actual_Check_Out' time for employees who haven't manually checked out. If the current time is past their scheduled 'Shift_End_Time', the script updates the check-out time to match
                                                                                                              • ERROR: Product type cannot be changed for Items having transactions.

                                                                                                                I have mistakenly added a product type as goods for an item that was a digital service. Now when HSN/SAC became mandatory, this brought my attention to this error I did. So I tried changing the product type but it displayed this error message Product
                                                                                                              • Boost your CRM accuracy with smart Data Enrichment

                                                                                                                Hello all! In this post let's look at data enrichment from a holistic perspective to gain more clarity on how you can use it. So, here's a quick recap of what data enrichment is and how you set it up it to enhance your existing module data! What is data
                                                                                                              • Is it possible to set a region lookup table so that my deal country can lookup this lookup table

                                                                                                                Hi there, I would like to be able to add a data lookup table with the following fields: Country, Region. And then in my deal report, i can then lookup this table to fish out the region in my report. This will be important for my sales process to categorise
                                                                                                              • Test Emails Show Sent "via zcsend.net" in My Gmail Account

                                                                                                                I noticed the following info... However, a few email service providers such as Outlook and Gmail will display that the email was sent by zcsend.net (Zoho campaigns’ server) on your behalf instead of just your from email address.  In order to prevent this, you can go for either of these options: Do not select the check box meant for DomainKey Signature which is listed under Unverified sender domains. Include our mail servers by advanced authentication method such as SPF/ Sender ID and DomainKey/ DKIM.
                                                                                                              • 'UnAuthenticated Connection: zbooks_connection'

                                                                                                                I have a zoho connection in Zoho Books, the link name es zbooks_connection, but I like to validate if exist, by example if I use this line in my code: response=zoho.books.getTemplates("", "","zbooks_connection"); But I don't  have the connection I like
                                                                                                              • Calling the new 'Custom API' feature from within a Custom Widget

                                                                                                                From what I've learned it is not possible to call an endpoint from the new "Custom API" feature within a Creator Widget. The SDK's doesn't support it yet, when calling it natively you end up with CORS issues or at least I couldn't get it working even
                                                                                                              • Cannot post to Instagram. I get the error: Insufficient permission to publish on this page. Check with your page Admin to update permissions.

                                                                                                                We had another admin that left the company. Since he left, we get this error when posting to Instagram.
                                                                                                              • Zoho desk desktop application

                                                                                                                does zoho desk has a destop applicaion?
                                                                                                              • Ability to re-order Workflow Rules

                                                                                                                We really need the ability to re-order workflow rules within departments.  Either the ability to drag/drop them into a different order or something.
                                                                                                              • Create an article template

                                                                                                                I have a question concern the Knolwedge Database from Zoho Desk. There is any possibility to create an article template ? Exemple of what I research : TODAY : I want to create a lot af articles with the same baseline > I create one article > I copy/paste
                                                                                                              • Persisting email signals to contact timeline?

                                                                                                                Hello there. Regarding the email signals that are logged when a contact opens an email, am I correct that these signals are not logged to a contact's timeline? Ideally, I would like to have this context available for future follow-ups, if the contact
                                                                                                              • Change of Blog Author

                                                                                                                Hi, I am creating the blog post on behalf of my colleague. When I publish the post, it is showing my name as author of the post which is not intended and needs to be changed to my colleague's name. How can I change the name of the author in the blogs?? Thanks, Ramanan
                                                                                                              • Zoho FSM API Delete Record

                                                                                                                Hi FSM Team, It would be great if you could delete a record via API. Thank you,
                                                                                                              • Instant Messaging Update | Now migrate your WhatsApp Business phonenumber from another BSP to Zoho Desk | Dec'23

                                                                                                                Hi All, Everything seems to move at lightning speed these days, and time is certainly flying by for the IM team. But we are delighted at how much ground we covered this year. 🚀 For one, we enabled WhatsApp business phone number migration so that you
                                                                                                              • Upload ticket attachments via Drag-&-Drop

                                                                                                                Hello, if you want to upload a file to the ticket attachment you need to click the button and use the file browser to select and upload the desired file. In many cases, it would be much more efficient if you could simply drag the file to the browser window...
                                                                                                              • Can we disable add to cart in Zoho Commerce?

                                                                                                                Hello, Our sales happen on the phone. During the call the customer is directed to our website to inspect the products together with the sales rep. So we need a way to present our inventory. I figured Zoho Commerce is a good fit for this use case. However
                                                                                                              • 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
                                                                                                              • Zoho One account closure vs deactivation

                                                                                                                I wonder what are the best practices and guidelines around deactivating vs deleting Zoho accounts in organisations? Any practical considerations?
                                                                                                              • Global Search placement in the new UI

                                                                                                                Having a hard time with the global search placement in the UI redesign. Surely I can't be the only one. Previously global search placement was perfect. A bar at the top/center of the page. Exactly where you would expect it to be. Since the new UI has
                                                                                                              • Schedule Zoho CRM reports only on Business Days

                                                                                                                Hello, Is it possible to schedule reports only on business days ? We currently get daily sales reports on weekend which has no value since the sales team doesn't work on weekends. Thanks
                                                                                                              • How to install Widget in inventory module

                                                                                                                Hi, I am trying to install a app into Sales Order Module related list, however there is no button allow me to do that. May I ask how to install widget to inventory module related list?
                                                                                                              • How to track a contact or customer's past product purchases in Bigin Premiere?

                                                                                                                Hello there. I am the sole user of Bigin for a small company (chess club), and would like to track current and past purchases made by a contact (player) or company (family which includes the player). Players may register for multiple tournaments, take
                                                                                                              • LENTITUD EN RECIBIR MAIL

                                                                                                                Buenas tardes, Estamos experimentando lentitud en la recepción de correos electrónicos.
                                                                                                              • Items should display under specific warehouse

                                                                                                                I have configured the multi warehouse but it show all the items under all warehouse which is not correct according to our business logic, so i want that items should only display under that specific warehouse not under all the warehouses not even with zero quantity. Some items should be common but not all so is there any option for that purpose so i can specific the items to its warehouse. Regards
                                                                                                              • Next Page