【無料/オンライン】7/22開催|Zoho ワークアウト|ユーザー同士で学び合うオンラインもくもく会

【無料/オンライン】7/22開催|Zoho ワークアウト|ユーザー同士で学び合うオンラインもくもく会

ユーザーの皆さま、こんにちは。
コミュニティグループの中野です。

7月開催の「Zoho ワークアウト」のご案内です。

本イベントは、Zohoユーザー同士で交流しながら、
設定・検証・運用改善を進めるオンラインの「もくもく会」です。

「設定を進めたいけれど、一人だと手が止まってしまう」
「他社がどう活用しているのか知りたい」
「同じ課題を抱える仲間と話したい」

そんな方にぴったりのイベントです。

▶︎ 参加登録はこちら(無料 )

━━━━━━━━━━━━━━━━━━
Zoho ワークアウトとは?
━━━━━━━━━━━━━━━━━━

参加者それぞれが取り組みたいテーマを持ち寄り、
・設定/検証作業を各自で作業する
・参加者同士で意見交換・アイデアを出し合う
・画面共有しながら活用方法を見せ合う
・先輩ユーザーに気軽に相談する

など、ユーザー同士の交流を通じてZoho活用を深める場です。

※ 本イベントはユーザー間の自由な交流・作業を主体とした場です。
 Zohoスタッフによる個別サポートや公式回答の提供は行っておりません。
 製品に関する公式サポートが必要な場合は、下記サポート窓口をご利用ください。
※ パートナー企業/代理店経由でご購入の方は、購入元企業へお問い合わせください。

「まずは雰囲気を見てみたい」という初参加の方も大歓迎です。

━━━━━━━━━━━━━━━━━━
こんな方におすすめ
━━━━━━━━━━━━━━━━━━

・Zohoの設定/検証作業の時間を確保したい方
・他ユーザーの活用事例や工夫を知りたい方
・運用の悩みを同じ立場のユーザーと話したい方
・相談相手がおらず、一人で試行錯誤している方
・Zoho活用に取り組む仲間とつながりたい方

━━━━━━━━━━━━━━━━━━
過去の相談テーマ例
━━━━━━━━━━━━━━━━━━

・Zohoサービス同士の連携設定
・各サービスの使い分け相談
・社内定着/運用改善について
・他社の活用方法の共有

━━━━━━━━━━━━━━━━━━
開催概要
━━━━━━━━━━━━━━━━━━

日時:7月22日(水)15:00〜17:00
形式:オンライン(Zoom)
参加費:無料
募集人数:5名
対象:Zohoサービスをご利用中の方
※途中参加・途中退室可

▶︎ 参加登録はこちら(無料)

━━━━━━━━━━━━━━━━━━
ご参加にあたっての注意事項
━━━━━━━━━━━━━━━━━━
本イベントは、ユーザー同士の交流・情報交換を通じて課題解決を目指すイベントです。

Zoho社員による個別サポートや公式回答の提供は行っておりません。
製品仕様や契約・請求に関するお問い合わせは、日本語サポート窓口をご利用ください。

■ 日本語サポート窓口
※ パートナー企業/代理店経由でご購入の方は、購入元企業へお問い合わせください。

皆さまのご参加をお待ちしております。
    • Sticky Posts

    • 2026年 Zoho コミュニティ主催イベントスケジュール

      ユーザーの皆さま こんにちは、Zoho コミュニティグループの中野です。 Zohoコミュニティでは、全国各地でユーザー交流会や製品勉強会を開催しています。 他社のZoho 活用事例を知りたい方、実践的な活用方法を学びたい方、 ユーザー同士で情報交換したい方は、ぜひお近くのイベントへご参加ください。 開催予定のオフラインイベント 10/30(金)福岡|Zoho ユーザー交流会 Zoho CRM×AIの活用事例やデモ、グループワークを通じて、実践的な活用方法を学べます。 → 詳細・お申し込み 11/12(木)大阪|Zoho
    • 【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!
      • Recent Topics

      • How To Create a Report with Subforms from Two Modules

        I want to create a report based on data in subforms over 2 separate modules. Can this be done? I tried to do it in Analytics, but one is a date field that needs to be grouped by month, and it doesn't look like Analytics can do this.
      • Introducing Zoho Commerce 2.0 — It's more than just selling!

        Hello! We are proud to launch Zoho Commerce 2.0, a reimagination of how online businesses look, feel, and function. This launch is both timely and symbolic, as we reaffirm our commitment to empowering small and medium enterprises with powerful, yet simple-to-use
      • Domain sparkylab.co.kr still linked to an old Zoho account after ownership verification - release pending 2+ days

        Hello Zoho team, I own the domain sparkylab.co.kr (registered and managed through Gabia, a Korean registrar) and I am trying to add it to my own Zoho organization (SparkyLab) on the Forever Free plan. When I add the domain at mailadmin.zoho.com/hosting?plan=free,
      • Vendor payment unexpectedly routed through Prepaid Expenses instead of Accounts Payable

        Hello, We are investigating an unexpected accounting behavior in Zoho Books. We created vendor bills and vendor payments for two suppliers using what appears to be the same workflow, but the journal entries are different. Vendor 1 – UZ Store (works correctly)
      • What's New in Zoho Billing | September 2026

        September brings new capabilities to Zoho Billing across subscriptions, payments, reports, and the product catalog. From managing subscriptions through the Play Store and App Store to setting usage limits for Hosted Payment Page links and configuring
      • Columns in Reports Showing Count instead of Amounts

        I have a table in a modular where we can add our bill claims. I want to show these in the attached table. The dates are right, but they are grouped by Row Count. I want the amounts showing where the row count numbers are. Anyone know how to do this? I
      • Zoho Mail iOS app updates - Shared Mailboxes, Calendly Integration and other enhancements

        Hello everyone! We're excited to announce the features and enhancements available for the Zoho Mail iOS app. Shared Mailboxes and Calendly integration are now available in the Zoho Mail iOS app, along with a few other enhancements. Let's dive into the
      • Zoho Extensions 101: Building extensions for Zoho People

        Hello developers! Welcome to our new video series on building extensions for Zoho People! If you're new to extension development or looking for guidance on building extensions for Zoho People, you're in the right place. We've curated a series of videos
      • Tags on individual ticket comments and replies, with color coding and a filter

        In Zoho Desk you can tag a ticket, but you can’t tag the individual comments and replies inside it. For teams with long, structured ticket threads, that’s a big gap. The problem Our tickets can easily reach 50+ comments and replies. Many of them are specific,
      • Merge Tickets Directly from Contact Page in Zoho Desk

        Dear Zoho Desk Support Team, We are writing to request a new feature that would allow users to easily merge tickets directly from the contact page in Zoho Desk. Currently, the only option to merge tickets is from the Tickets list view page, which can
      • GrassHopper VOIP Integration

        Does Zoho Plan to integrate with Grasshopper to allow the Telephony hookup in Zoho Desk?  If not, Can this be passed along for consideration 
      • How Do I Refund a Customer Directly to Their Credit Card?

        Hi, I use books to auto-charge my customers credit card. But when I create a credit note there doesn't seem to be a way to directly refund the amount back to their credit card. Is the only way to refund a credit note by doing it "offline" - or manually-
      • Zoho Projects - Linking CRM Deals to Projects via API without sending customer contact email invitation to project portal

        We are using the Zoho CRM and Zoho Projects APIs to automatically create a project in Zoho Projects and then associate that project with the relevant Deal in Zoho CRM. The API process is working in that the project is created successfully and appears
      • Enhancement Request – Allow cashiers to collect payments and partial payments for outstanding credit invoices directly from Zoho POS Billing App

        We are testing Zoho POS for a retail business with multiple physical stores and have identified an important limitation in the cashier workflow. When a sale is completed using Credit Sale, Zoho POS correctly creates an unpaid invoice and the outstanding
      • How Can I Collect Payments for Credit Sales Directly from Zoho POS Billing App?

        We are currently testing Zoho POS for a retail business and have encountered an issue with collecting payments on outstanding invoices from customers who purchase on credit. When we process a Credit Sale, Zoho POS correctly creates an Unpaid Invoice.
      • Zoho POS Mobile Sales Price Conflicts & Pricing Discrepancies

        We are seeing recurring Zoho POS Mobile conflicts tied to the Sales Price field, even though drivers are not manually changing item pricing. We have also noticed small price differences between POS transactions and Books, sometimes only a few cents. Devices
      • Creator -Dynamic addition of Customer Portal User Licenses

        Hi, We have a Creator App for B2C about to get released. We are experiencing the Portal User license challenge. Unable to predict the number of users who will download and Subscribe. When a User is about Subscribe and the portal licenses does not exists,
      • Zoho equipment rental - just like Booqable

        Hi Zoho Team, is it possible to create a module or a system like booqable? our business starts renting our IT equipment assets that have been recently used for Events and Projects, we are having ZOHO books so its easy to integrate if you create one. Booqable
      • Reminder Settings - Time Tracker

        On the time tracker in Reminder Settings I created a reminder according to the Zoho manual. But a manager asked me to change the message that goes in the email. Is it possible to change the message? I didn't find that in the Zoho manual. Another question: I configured to receive the reminder everyone who logged in less than 40 hours. Does Zoho consider less than 40 hours of the current week or the whole month? Another situation, I put it so that I and another specific user would receive the notification,
      • New in Cadences: WhatsApp follow-ups, upgraded limits, and options for add-ons

        Hello everyone, We're rolling out two key updates to help you engage better and scale smarter with Cadences in Zoho CRM. Reach customers on WhatsApp, directly from Cadences Previously, Cadences have enabled you to automate follow-ups through emails, calls,
      • Zoho Mail not updating contacts

        We renamed a large number of users in Zoho Mail Admin Console. The updated names appear correctly in the Admin Console and in the users’ Zoho Account profiles, but Organization Contacts still contain the previous display names. As a result, compose autocomplete
      • This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details

        Hello, I am the Super Administrator of the Zoho Mail organization for carrytrail.com. The domain has already been verified, but when I try to create the user. I receive the following error: “This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com
      • Tip #92 – Organize your support operations with Departments – ‘Insider Insights’

        Hello Zoho Assist Community! As a support team grows, so does the complexity. Different customers, different products, technicians spread across regions, and each group needing its own way of working. When everyone operates from a single shared space,
      • Introducing Zoho Office Desktop

        Hi users, We are excited to announce Zoho Office Desktop, a single app to install, update, and open Zoho Writer, Sheet, Show, and PDF Editor on Windows and macOS. It includes: One home for every app: Choose the apps you want, and a guided installation
      • How Can You Find Broken Internal Links Without Checking Every Page Manually?

        Broken internal links are a common technical SEO issue. They can send visitors to missing pages, interrupt navigation, and make website maintenance more difficult. On a large website, checking every link manually is simply not practical. So, how can you
      • Zoho Writer for Android: Q2 2026 updates

        Hi users, We are excited to announce the Q2 2026 updates for Zoho Writer for Android. This includes: Formatting parity with the web app: Choose from multiple ordered and unordered list styles, adjust line spacing, apply your custom paragraph styles, change
      • ZohoBooks - "Account transactions" report doesn't have any "Desciptions"

        Hi, I'd like to push for this to be included in ZohoBooks: In a "account transactions" report all the numbers are right, but I'd really like to see the "Description" as part of this report, i.e. the line-item-description as I would see it in the bank statement. Essentially all you see is a list of numbers adding up to the total. It is very difficult to see if things are right without being able to see what exactly each transaction refers to. Going into each transaction one-by-one is not a workable
      • Zoho Projects | Q3 Updates

        Hello everyone, Here's a roundup of everything we released from July to September. We have added some new features as well as improved some of the existing ones. Project Financials Finance Integration Integrate your Project with Zoho Books, Zoho Invoice,
      • Meet your customers on Arattai, from inside Zoho CRM

        Hello everyone, Your customers reach you on the apps they already use. Zoho CRM now supports one more: our very own Arattai! When someone messages your Arattai Business number, the conversation arrives in the Messages module in CRM, right beside your
      • Running Balance

        Please add automatically Running balance in ledger view. Taking lot of time, every time to add manually
      • MAKING ENTRY TIME MORE USER FRIENDLY AND FASTER O PREVENT TAB TIME

        I AM CURIOUS TO KNOW IF WE CAN MAKE IT MORE USER FRIENDLY WHILE MAKING BILLS , I MAJORLY USE OVER DESKTOP SO I AM SUGGESTING TO REMOVE TAB TIME WHILE ENTERING BILL OR MAKING INVOICE DIRECT JUMP TO ONLY REGULAR PARTS OF THE BILL . YOURS RAKESH 782866
      • Add Payment Information (like Bank details)

        I am using the Free plan of Zoho Books. I need to add the bank details/ UPI details on the invoice. How can I do that. I have added the details in the Bank Section.
      • account access nahi kar pa raha hoo

        hello sir/maddam, mera naam Indrasen Lodhi hai meri zoho mail id "indrasenlodhi@zohomail.in" hai. main iska authenticator app bhul gaya hu, mere pass bachup code bhi nahi hai. kripya meri madad kijiye.
      • Keep Sensitive Customer Data Private with Field Masking in Zoho CRM

        Hello CRM community, Customer records in your CRM are often accessible across multiple teams, but not every team needs visibility into every field. A non-sales team, for instance, has no real need to see a contact's mobile number, and a support agent
      • Notes - Reaction Buttons

        Using the native notes option within CRM is fine, it works and the RTF features are great, however, would it be possible - if there isnt already something in place, where we can add a reactions button, similar to teams/whatsapp to show that its been read
      • Generate a link for Zoho Sign we can copy and use in a separate email

        Please consider adding functionality that would all a user to copy a reminder link so that we can include it in a personalized email instead of sending a Zoho reminder. Or, allow us to customize the reminder email. Use Case: We have clients we need to
      • Need help with importing expenses

        I'm using the template downloaded from the application. When I try to import my expenses, I get the message: Duplicate entry in the Expense Date column. Ensure it contains unique values. None of the rows will import. There are duplicate dates, but they
      • #12 Bringing In A Second Pair Of Hands

        Meera's studio became a two-person business in month five. Adding the second person took ten minutes. Working out why Meera herself was showing up as Staff took considerably longer. The Usual Way To Do This Covered in our published General FAQ, with the
      • How can I add a Custom Field (or Customer_name) to a picklist?

        Our workflow is Shopify-->SO -->Picklist-->Package-->Shipment. We would like to have the Picklist template to include a custom field "Customer_Notes" (we have created this field already). This way we get alerted when a customer has notes on their account.
      • Header Line in Quote product rows

        I believe this is an essential feature that Zoho should provide us, when adding products we want the ability to add titles for our product, in quotes: The Solution/Category Title Product1 Product2..... and then it would show the sub-total of that title 
      • Next Page