【参加無料】今年最後のZoho ユーザー交流会|東京・大阪・名古屋で開催! 活用事例&ユーザー同士の情報交換

【参加無料】今年最後のZoho ユーザー交流会|東京・大阪・名古屋で開催! 活用事例&ユーザー同士の情報交換

ユーザーの皆さま、こんにちは。コミュニティチームの中野です。

11月に東京、大阪、名古屋の3都市でZoho ユーザー交流会を開催します!

 
毎回ご好評いただいている本イベントでは、実際の Zohoユーザーによるリアルな活用事例の共有や
参加者同士でノウハウを交換し合うグループワークを予定しています。

「他社の活用を参考にしたい」「Zoho をもっと使いこなしたい」方にぴったりの場です。
初参加の方もぜひお気軽にご参加ください!

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

※以下、記載順で開催予定

 

🟠 大阪ユーザー交流会 11/20(木) 18:00-20:20

・会場:APイノゲート大阪 Cルーム

・予定セッション
  - Zoho サービス活用事例 (仮題):はじめはDeskだけのつもりだったんです。気が付いたら、CRM Plusを契約していました
  - Zoho 社員セッション(3都市共通):顧客との日程調整を自動化!Zoho Bookings で営業・サポート対応をスムーズに

 
▷▷詳細/申し込みはこちら︎

 

🔵名古屋ユーザー交流会 11/21(金) 18:00-20:20

・会場:Tsudoico NAGOYA Sta. EAST Room D

・予定セッション

 - Zoho サービス活用事例:Zoho Inventory では見えない未来を、Zoho Analytics で描いた話   〜構成部品の在庫推移と”仕様の壁”を乗り越えて〜

▷▷詳細/申し込みはこちら

 

🟣東京ユーザー交流会 11/28(金) 18:00-20:20

・会場:AP新橋 Kルーム

・予定セッション

  - Zoho サービス活用事例:関数やクライアントスクリプトまで、CRMをもっと便利に

 

▷▷詳細/申し込みはこちら︎

 

*詳細は、随時Webページで更新いたします。

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

 

Zoho サービスを導入して間もない方から長年利用されている方、ユーザー会初参加の方も多くいらっしゃいます。

近隣のユーザー同士で直接コミュニケーションをとりながら、Zoho 活用について学びませんか?

 

多くのユーザーさんにお会いできること、Zoho メンバー一同楽しみにしています!

 

▼ユーザー交流会 過去の開催報告はこちら▼

東京 / 大阪  / 名古屋 

 

    • 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)
      • Recent Topics

      • Queries on Project-Based Inventory Consumption and Proforma Invoice in Zoho ERP

        We would appreciate your clarification on how Zoho ERP plans to handle the following: Project-based inventory consumption without itemized sales orders Accurate project cost tracking along with inventory reduction Proforma Invoice usage We look forward
      • Applying Excess Payments & Conflict Invoices Due to Cancelled Items

        I’m running into several issues that appear to stem from deeper-than-expected overlap between Zoho Finance (Books/Inventory) and Zoho POS. The level of coupling between these systems seems greater than what was originally communicated, and it’s leading
      • Zoho Sprint Backlog View, filter by item status

        Hello, In Zoho Sprints, it would be great to be able filter out specific items in the Backlog based on their status. We would like to track items that were Removed from our backlog without seeing them constantly in the Backlog view, as this view should
      • WATERFALL CHART IN ZOHO ANALYTICS

        Hi Team, I would like to know whether Zoho Analytics currently supports a Waterfall Chart as a built-in visualization type. If yes, could you please share the steps to create one? If not, is there any workaround or recommended method to build a Waterfall
      • Export contacts from Bigin's mobile app to your Android device

        Hello everyone! We're happy to announce that you can now export customer contacts from the Bigin mobile app to your device. Scenario A small-scale business owner has two pipelines in Bigin—one for procuring raw materials and the other for selling his
      • Passing Info from Function to Client Script

        Hello, I have recently started making use of client script for buttons, allowing me to give the user information or warnings before they proceed. This is great. However, I have never quite managed to pass back any extra information from the function to
      • ASAP iOS SDK – Xcode Compatibility Update

        Hello everyone, We have been delivering the ASAP iOS SDK developed using Xcode 16.1 to provide Help Center support within mobile applications. Thus, ASAP iOS SDK versions upto 4.5.8 are compatible with development environments running in Xcode 16.1 and
      • Sub form auto field population based on parent form

        I have a parent form called "Sites" with a text field called "Site". I have a subform called "Design Comments" (actual form name "Review Comments") with a lookup field name "Sites1" that looks up from the Sites form. I want the Sites1 lookup field to
      • "Temporary" Field Value?

        I have a custom action in Form A report Detail View that passes the Rec ID and updates a Temp Record ID lookup field in the Form B record via openURL (and opens the Form B report in popup) . The updated Temp Record ID field value in Form B is then used
      • A note-taking app right inside your project management space

        How do you feel when you check off the last task from your to-do list after a long day at work? Euphoric, blissful, satisfied? Now, imagine completing the same checklist from your PM platform, without juggling tools. Sounds simple and handy? That’s exactly
      • Email Forwarding: Maintain business continuity

        As an administrator, ensuring uninterrupted email communication is critical when a role-based employee is unavailable due to extended leave or a temporary role change. Emails from customers, partners, and internal teams must continue to be received and
      • Tip #61- Collaborate live with Invite Technician- 'Insider Insights'

        We’ve all been there: you’re deep into a complex remote session, and you realize you need a second pair of eyes. Instead of ending the call or rescheduling, why not just bring the expert to you? With Zoho Assist, you can invite internal colleagues or
      • How to integrate Zoho CRM, Zoho Forms and a WIX Web Site

        Attached video demonstrates how to use Zoho Forms included in Zoho One, to design a Contact Us form to be embedded into a WIX web site and integrated into Zoho CRM.
      • Bug Causing Major Sync & SO Access Failures in Zoho POS

        We are experiencing critical and recurring issues in Zoho POS that all trace back to role-permission handling defects in the latest POS app version. These issues directly affect syncing, login ability, and Sales Order access for role-restricted users
      • Change Last Name to not required in Leads

        I would like to upload 500 target companies as leads but I don't yet have contact people for them. Can you enable the option for me to turn this requirement off to need a Second Name? Moderation update (10-Jun-23): As we explore potential solutions for
      • Zoho CRM for Everyone's NextGen UI Gets an Upgrade

        Hello Everyone We've made improvements to Zoho CRM for Everyone's Nextgen UI. These changes are the result of valuable feedback from you where we’ve focused on improving usability, providing wider screen space, and making navigation smoother so everything
      • Timesheet invalid data error

        Getting the "Invalid Date" error when trying to add a time sheet to an appointment in a work order. I initially though the work order was corrupt or something so I deleted the work order and recreated it. I added the first time sheet to the AP and saved
      • OAuth2 Scope Error - Incorrectly defaulting to CRM instead of Analytics.

        Hello Zoho Team, I am trying to connect n8n to Zoho Analytics API V2 for a simple automation project. Despite using the correct Analytics-specific scopes, my OAuth handshake is failing with a CRM-related error. The Problem: The authorization screen shows:
      • Add Custom Reports To Dashboard or Home Tab

        Hi there, I think it would be great to be able to add our custom reports to the Home Tab or Dashboards. Thanks! Chad Announcement: The feature is being rolled out across DC's and Edition in phases. To know more refer to the announcement post here.
      • Hiding Pre-defined Views

        You can enhance Zoho with custom views - but you cannot hide the pre-defined views. Most users focus on 4 or 5 views. Right now for EVERY user EVERY time they want to move to one of their 4 or 5 views - they have to scroll down past a long list of pre-defined
      • why can't agent see accounts & contacts

        My new user, with 'Agent' privileges, cannot see records that don't belong to them. How can I give them access? Why isn't this the default configuration in Zoho?
      • Sender Email Configuration Error.

        Hello Team, Hope you are all doing well. We are in the process of creating the Zoho FSM environment in the UAE. When we try to add the sender email address “techsupportuae@stryker.com”, we receive the error message: “Error occurred while sending mail
      • 【Zoho CRM】フィルター機能のアップデート:ルックアップ項目を使ったデータフィルタリング

        ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 今回は「Zoho CRM アップデート情報」の中からフィルター機能のアップデートをご紹介します。 ルックアップ項目を使ったデータフィルタリングがより詳細に行えるようになりました。 この機能は詳細フィルターとカスタムビューで利用でき、必要な情報を正確に取得できます。 これにより、タブ間を移動することなく、より深く正確な方法でデータを絞り込むことが可能になります。 ◉できること 詳細フィルターとカスタムビューで、ルックアップ先タブの項目が選択可能
      • This will be long, Please bear with me - Next Gen Layout - Search

        In general, I think that Zoho are going in the right direction with the Next Gen UI. The latest update brings some nice improvements and all-in-all from a user's perspective I think the improvements are generally very good. However, there are some areas
      • Zoho Books | Product updates | July 2025

        Hello users, We’ve rolled out new features and enhancements in Zoho Books. From plan-based trials to the option to mark PDF templates as inactive, explore the updates designed to enhance your bookkeeping experience. Introducing Plan Based Trials in Zoho
      • Zoho Books | Product updates | August 2025

        Hello users, We’ve rolled out new features and enhancements in Zoho Books. From the right sidebar where you can manage all your widgets, to integrating Zoho Payments feeds in Zoho Books, explore the updates designed to enhance your bookkeeping experience.
      • Quotes Approval

        Hey all, Could you please help in the following: When creating quotes, how to configure it in a way, that its approval would work according to the quoted items description, not according to quote information. In my case, the quote should be sent to approval
      • Important Update: Facebook Pages API Deprecation

        Dear Zoho Analytics users, As of January 26, 2026, Facebook has officially deprecated Facebook Pages API version 18. This update involves the removal of several metrics that were previously supported by the API. As a result, these changes will affect
      • Adding a Deal to and Existing Contact

        I want to easily add a Deal to an existing Contact. If I click on New Deal on the Contact page this currently this is what happens: All of the mandatory field (and other field) information exists within the Contact. Is there a simple way for it to automatically
      • Email was sent out without our permission

        Hi there, One customer just reached out to us about this email that we were not aware was being sent to our customers. Can you please check on your end?
      • Flexible Partial-Use Coupons (Stored Value Credits)

        Subject: Feature Request: Ability for users to apply partial coupon balances per transaction Problem Statement Currently, our coupons are "one-and-done." If a user has a $50 coupon but only spends $30, they either lose the remaining $20 or are forced
      • Prevent accidental duplicate entry of Customer Ordersome

        Zoho Support has confirmed that Zoho currently does not have any method (using Deluge, flow or any other method) to alert a user when a sales order has been entered twice using the same customer reference number (i.e. a duplicate). Most ERP platforms
      • Customizing Helpcenter texts

        I’m customizing the Zoho Desk Help Center and I’d like to change the wording of the standard widgets – for example, the text in the “Submit Ticket” banner that appears in the footer, or other built-in widget labels and messages. So far, I haven’t found
      • Migrating Brevo Automation Logic to Zoho Campaigns

        Hello Zoho Campaigns Support Team, I am in the process of migrating my email marketing from Brevo to Zoho Campaigns. I have around 10,000 contacts, which I have already successfully exported from Brevo and imported into Zoho Campaigns. I now need guidance
      • Is there a way to delete workspaces?

        I want to remove one of the workspaces in my Campaigns account. I don't see any obvious way to do this. Am I missing something?
      • Boost your Zoho Desk's performance by archiving tickets!

        The longer your help desk operations are, the more likely it is to accumulate tickets that are no longer relevant. For example, ticket records from a year ago are typically less relevant than currently open tickets. Such old tickets may eventually lead
      • Collapsing and expanding of lists and paragraphs

        hello Would you ever implement Collapsing and expanding of lists and paragraphs in zoho writer ? Best regards
      • New Custom View -Sorting the Custom fields

        While creating a New Custom View in invoice , Customers, Bills ,expense etc , the sorting of custom fields are not available , a query function "order by / sort by  " may also be included in  Define new criteria module  which will be more beneficial to
      • Make CAMPAIGNS email look as simple as possible

        Hi there I'm trying to make my Campaigns email look as much like a normal email as possible. I'm a bit stuck with the "justification" of the email email block. Can I LEFT JUSTIFY the "whole email" to make it look "normal"? (Please see screenshot attached)
      • [Webinar] Top 10 Most Used Zoho Analytics Features in 2025

        Zoho Analytics has evolved significantly over the past year. Discover the most widely adopted features in Zoho Analytics in 2025, based on real customer usage patterns, best practices, and high-impact use cases. Learn how leading teams are turning data
      • Next Page