コミュニティダイジェスト 2023年2月

コミュニティダイジェスト 2023年2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。

2月の活動は以下のとおりです。

 

ディスカッション

 

[ 開発者向け ]

クライアントスクリプトを使用して項目の入力必須化を行いたい

Akiさん、投稿ありがとうございます。

松井さん、Fujikawaさん、西尾さん、検証やコメントをいただき、ありがとうございます。

 

見積書作成時に商談名を件名に転記する方法

Uchiyamaさん、投稿および関数共有ありがとうございます。

松井さん、ご回答や検証をいただきありがとうございます。

 

[ Zoho からのお知らせ ]

2023年度 Zoho Champion ノミネーション開始のご案内

2022年から始まり、1年に1度、Zoho コミュニティの活動において、多大な貢献をされた方を表彰するプログラムです。

6月からノミネーションを開始します。

 

 

イベント情報

 

▼2月に開催したイベント

・2/15 カスタム関数マスター講座 Vol.5

 

イベント内で取り組まれた課題の一部をご紹介します。

- 自社のサービスを顧客が最初に契約した日から何年経ったかを表示させたい   

 

・2/21 Zoho ワークアウト 

イベント内で取り組まれた課題やディスカッションの内容の一部をご紹介します。

- Zoho CRM と Zoho Forms の連携

- Zoho CRM メモ機能の活用方法に関する事例共有

- Zoho CRM タグの追加設定 / 運用方法

 

▼3月開催予定のイベント

以下のイベントの開催を予定しておりますので、是非ご参加ください。

 

・カスタム関数マスター講座： 3/8（水） 15:00〜17:00

  ユーザー発 カスタム関数に関する知見を共有しあうイベント　オンライン開催

 

・【残席わずか】ユーザー交流会 [Meetup] in 東京 2023

  3/17（金） 18:00〜 ハイブリッド開催（品川会場 / オンライン）

 

・Zoho ワークアウト：3/22（水）14:00〜17:00

  少人数制のワークショップ型イベント　ハイブリッド開催

 *満席に達したため、参加申し込みを締め切りました。ありがとうございます。

 

 

Zoho CRM アップデート情報　

【Zoho CRM】複数のスコアリングルール機能に関するアップデート

【Zoho CRM】モチベーター機能に関するアップデート：役職に基づいた目標の公開範囲の制限とダッシュボードのUI

 

Zoho ワークアウトやカスタム関数マスター講座で取り組んだ内容を、フォーラム上で共有いただいたり、さらに深掘りをいただいている様子がうかがえ、とてもうれしく思います。

今後もみなさまの成果報告や事例共有を楽しみにしています。

 

3月は、ユーザー交流会、Zoho ワークアウトの両イベントをハイブリッド形式で開催しますので、Zoho の活用に関する相互共有 / 学び合う場として、ぜひご参加ください。

 

 

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

 

1月のダイジェストはこちら

 


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                                                  • 【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。


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