【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

      • How to change the from address from 'no reply' for an email template in CRM

        Hi, We have our CRM set up with the from field as sales@XXX. I have just created a series of email templates and sent a test and they are sending from noreply@zoho I have tried searching for how to change the email template but don't have the options
      • Zoho CRM Client Script - SetCriteria in lookup Field

        Hello All One More Zoho CRM Client Script Tips & Trick. Now you can Set the Criteria on Your lookup in zoho CRM, It Comes With a Create Page, Edit Page, and Details Page (Standard). Example:- We have a Room Module that includes Room Name, Status, Campus,
      • Kaizen #71 - Client Script ZDKs for Detail (Canvas) Page

        Hello everyone! Welcome back to another interesting Kaizen post. In this post, we can discuss Client Script ZDKs support for Detail (Canvas) Page. What is Detail (Canvas) Page? A Detail(Canvas) Page allows you to customize the record detail page to your
      • Zoho Reports Duplicating Entries

        I have a custom costing tab with a table where we entre invoices. These are under a Heading (PO Subject) and notes added in the form with different line items. In the reports, I have organised the report to group per PO Subject, with the total of the
      • Validation Rule Not Working for Mandatory Field in Zoho Blueprint

        As a Zoho user, we created a validation rule for a specific field. However, we noticed that when we made the same field mandatory within a Blueprint, the validation rule we defined did not work. When we reported this issue to Zoho Support, they stated
      • Notes Issues

        Been having issues with Notes in the CRM. Yesterday it wasn't showing the notes, but it got resolved after a few minutes., Now I have been having a hard time saving notes the whole day. Notes can't be saved by the save button. it's grayed out or not grayed
      • Export from Contacts module to Products module in Zoho CRM

        Good afternoon, I would like to send a number of contact info from the Contacts module into the customized module (tickets to an event) in one operation. I have selected several contacts in the Contact module (people who I have labelled as people I want
      • Can’t receive emailI c

        I have generated a basic for but when I submit it I don’t get a email, I’ve been in the settings and tested me email, all appears correct, can you please help me
      • Data Capture for Historical Activity (Especially One Lead Downloading Variois reports without Overwriting the info)

        Is there a better way in Zoho CRM to capture and archive a lead’s historical activity—specifically whenever they download reports—so that the data is stored without being overwritten?”
      • Client Script - Updating Field Value in Detail Page of a Lead

        Hello, I'm trying to use Client Script To enrich some data of the Lead when one of my User fill the "City" field in the detail page of the Lead. This is my Script: log (value); var response = ZDK.Apps.CRM.Functions.execute("getInfoCitta", { "nomeCitta":
      • Auto shapes in Zoho sheet.

        Does Zoho sheet supports inserting auto shapes (rectangle, circle...). I did not see any option to do so.  If its not supported currently, is there any plans on bring in this features. Any timelines ?
      • I Can't Clone Webinar that I Co-Organize

        How do i get our account admin to give me permission to clone our webinars? I am a co-organizer
      • How to get the call recording external ID via desk API

        I have enabled phonbridge integration with Zoom Call. I am trying to access the call recording in Zoom by calling Zoom API. I have built a Desk workflow to trigger on a new call, to call a custom function. when calling the API, the response doesn't contain
      • Can't View Project Names in Mobile App

        I can't view project names on PO's in the app, nor can I add that as a viewable PDF field in inventory on the computer. I've attached screenshots showing that in the mobile version whether you are on the PO, editing the PO, or viewing the PO line items,
      • How do you print a refund check to customer?

        Maybe this is a dumb question, but how does anyone print a refund check to a customer? We cant find anywhere to either just print a check and pick a customer, or where to do so from a credit note.
      • Notebook

        I have purchased the monthly pro subscription of Notebook. But it does not support my XP-Pen to write something in it. So it is not useful to me. Hence I am requesting you to help me to discontinue this subscription.
      • Domain Mapping & Image Publishing Issues on Zoho Sites

        Hello, I am facing two issues with my Zoho Sites account: 1. Images not visible after publishing. 2. Domain mapping error: "Domain already exists". I am a paid customer. Please connect me with Live Chat Support or Zoho Assist so I can show my issue
      • Prevent duplicate with custom fields?

        I was wondering something about custom field/custom modules in Zoho Desk. For some reason you can make a custom field mandatory but not unique? For example, if I create a custom module to manage equipment and renewal and make a field serial number no
      • Generate leads from instagram

        hello i have question. If connect instagram using zoho social, it is possible to get lead from instagram? example if someone send me direct message or comment on my post and then they generate to lead
      • Where is the desktop app for Zoho Projects???

        As a project manager, I need a desktop app for the projects I manage. Yes, there's the web app, which is AWESOME for cross browser and platform compatibility... but I need a real desktop app for Projects that allow me to enter offline information where
      • How to Automate Monthly PDF Reports with Filters in Zoho Creator

        Hi everyone, I’m trying to build an automated monthly reporting process in Zoho Creator and would appreciate suggestions or best practices from anyone who has done something similar. What I’m trying to do: I have a form called New_Customer with fields
      • Feedback: Streamlining Note Management in Zoho Notebook

        Dear Team/Support, I would like to share some feedback regarding the note management system that could help improve usability and accessibility for users like myself. Notebook 1 (screenshot attached): Currently, the system does not allow selecting and
      • showing Limit exceeded

        Good afternoon...trust you're good. I've been having issues working with but it's not responding. it's showing Limit exceeded, sorry it seems like too many people are working on the sheet right now please try again later. meanwhile no one is working on
      • Sorting columns in Zoho Projects

        Hi, In project management best practice, sorting columns (ascending, descending) is an important tool. Sorting dates to see the order of tasks starting, sorting on priority or even on planned hours is a must for an efficient project control. Currently,
      • Upload API

        I'm trying to use the Upload API to upload some images and attach them to comments (https://desk.zoho.com/DeskAPIDocument#Uploads#Uploads_Uploadfile) - however I can only ever get a 401 or bad request back. I'm using an OAuth token with the Desk.tickets.ALL
      • Losing description after merging tickets

        Hello, We merge tickets when they are about the same topic from the same client. It happens sometimes. We recently noticed that after the merger only the description from the master ticket is left in a thread. And the slave-ticket description is erased.
      • update linked contacts when update happens in account

        Hi, I have a custom field called Licence in the Accounts module. When someone buys a licence, I’d like to update a custom field in the related Contacts. How can I achieve this? I noticed that workflows triggered on Accounts only allow me to update fields
      • Problem Management Module

        I am looking for a Problem Management module within Zoho Desk. I saw in some training videos that this is available, and some even provided an annual price for it. I want an official confirmation on whether this is indeed available. This is not a particularly
      • Unable to explore desk.zoho.com

        Greetings, I have an account with zoho which already has a survey subscription. I would like to explore desk.zoho.com, but when I visit it while logged in (https://desk.zoho.com/agent?action=CreatePortal) I just get a blank page. I have tried different
      • Offline support for mobile app

        Accessing your files and folders from your mobile devices is now quicker and simpler, thanks to the power of offline support. Whether on an Android or iOS device, you can use the Offline function to save files and folders, so you can review them even
      • Zoho Desk KB article embedded on another site.

        We embed KB articles from Zoho Desk on another site (our application). When opening the article in a new tab, there is no issue, but if we choose lightbox, we are getting an error "To protect your security, help.ourdomain.com will not allow Firefox to
      • List of packaged components and if they are upgradable

        Hello, In reference to the article Components and Packaging in Zoho Vertical Studio, can you provide an overview of what these are. Can you also please provide a list of of components that are considered Packaged and also whether they are Upgradable?
      • Does Attari Messaging app have Bot option and APIB

        Hi, Does Attari also have Bot and API as we use in WhatsApp??
      • How to add application logo

        I'm creating an application which i do not want it to show my organization logo so i have changed the setting but i cannot find where to upload/select the logo i wish to use for my application. I have seen something online about using Deluge and writing
      • Zoho Analytics Regex Support

        When can we expect full regex support in Zoho Analytics SQL such as REGEXP_REPLACE? Sometimes I need to clean the data and using regex functions is the easiest way to achieve this.
      • 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
      • how to differentiate if whatsapp comes from certain landing page?

        I create a Zobot in SalesIQ to create a Whatsapp bot to capture the lead. I have 2 landing pages, one is SEO optimized and the other want is optimized for leads comes from Google Ads. I want to know from which landing page this lead came through WhatsApp
      • How to record company set up fees?

        Hi all, We are starting out our company in Australia and would appreciate any help with setting up Books accounts. We paid an accountant to do company registration, TFN, company constitution, etc. I heard these all can be recorded as Incorporation Costs, which is an intangible asset account, and amortised over 5 years. Is this the correct way to do it under the current Australian tax regulations? How and when exactly should I record the initial entry and each year's amortasation in Books? Generally
      • Show Payment terms in Estimates

        Hi,  we are trying to set up that estimates automatically relates payment terms for the payment terms we introduced on Edit contact (Field Payment terms).  How can it be done? Our aim is to avoid problems on payment terms introduced and do not need to introduce it manually on each client (for the moment we are introducing this information on Terms and Conditions.  Kind Regards, 
      • When dispatched to crew, assigning lead missing

        Hello, For the past two or three weeks, whenever an officer assigns Service Appointment to a team, the lead person is missing from the assigned service list. Therefore, we have to reschedule the SA and then the lead person becomes visible in the assigned
      • Next Page