【東名阪の3都市開催！】11月ユーザ交流会 参加登録 受付開始（参加無料）

【東名阪の3都市開催！】11月ユーザ交流会 参加登録 受付開始（参加無料）

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。

 

11月に東京 / 大阪 / 名古屋の３都市でユーザー交流会を開催します！

各地域のユーザーによるZoho 活用事例や、自社活用・運用について参加者同士で情報交換が出来るグループワークなどを予定しています。

 

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

※以下、記載順で開催予定

 

🟠 大阪ユーザー交流会　11/21(木) 18:00-20:20

・予定セッション

　ーZoho サービス活用事例：Zoho CRM / Campaigns / SalesIQ を活用した マーケティング、営業における売上拡大・業務効率化への挑戦

　ーZoho 社員セッション：Zoho Deskによくある質問と自社活用方法を公開

 

詳細/申し込みはこちら︎▷▷https://zoho.to/osk2411_forum

 

🔵名古屋ユーザー交流会　11/22(金) 18:00-20:20

・会場：Tsudoico NAGOYA Sta. EAST Room H

・予定セッション

　ーZoho サービス活用事例：Zohoで実現する売上獲得に向けた最高のチームコラボレーション

　ーZoho 社員セッション：Zoho Deskによくある質問と自社活用方法を公開

 

詳細/申し込みはこちら▷▷https://zoho.to/ngo2411_forum

 

🟣東京ユーザー交流会 11/29(金) 18:00-20:20

・会場：AP新橋 Kルーム

・予定セッション

  ーZoho サービス活用事例：Zoho Oneで決め打ちDX~導入過程からコスパ・タイパを極めて効率化~

  ーZoho 社員セッション：Zoho Deskによくある質問と自社活用方法を公開

 

詳細/申し込みはこちら︎▷▷https://zoho.to/tky2411_forum

 

 

*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！

 

▼ユーザー交流会って何をするの？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

      • User Activity Reports

        I'd like to get data related to user activity.  For example, Login and logout times, emails sent/received, new records created , etc. Is that currently available. I just can't seem to find anything . Thanks, Dave

      • Help: Populate “Contact Owner” details into Customer custom fields (for email templates) in Zoho Books

        We want to send invoices on behalf of our sales agents, and include the agent’s name, email, and phone in the email body using placeholders. Plan is to copy the Customer Owner details into three Customer custom fields, so they can be used as placeholders

      • Undocumented Books API error message - 1000 - The requested action could not be completed. Please try again. | Unexpected error

        This code sometimes throws this error 1000 - The requested action could not be completed. Please try again. | Unexpected error What does it mean? result = zoho.books.updateRecord("salesorders",organization.get("organization_id"),salesorder_id,sales_

      • Partial payments for retainer invoices

        When a customer does not pay the entire retainer invoice there is no way to apply a partial payment. PLEASE add this function.

      • Making Tags Mandatory

        When creating an expense, is it possible to make the Tags field mandatory?  I see the option in settings to make other fields mandatory, like Merchant, Description, Customer, etc, but nothing about Tags. Thanks! Kevin

      • Mass Update not trigger workflows

        Hi, I have performed a mass update of all records in a custom module using a custom view. I have a dummy checkbox on my module that I turn on or off - hoping to trigger all the new workflows that have been created for that module. However, no workflows

      • Multi-Select lookup field has reached its maximum??

        Hi there, I want to create a multi-select lookup field in a module but I can't select the model I want the relationship to be with from the list. From the help page on this I see that you can only create a max of 2 relationships per module? Is that true?

      • Generating CRM reports based on date moved in staged history

        Hi everyone, I'm trying to generate CRM reports of jobs (I think these are called usually deals) based on when they were moved to a particular stage, ie all jobs that were moved to Proposal/Quote in the previous financial year. I can see from other similar

      • Modules for missed calls, emails, texts etc

        Hi there. Is there a way to create a module that would automatically show a list of all inbound calls that were missed by our users, as well as any inbound SMS's, emails & WhatsApp messages. That way, a user who is available, can work through that list

      • Subforms and automation

        If a user updates a field how do we create an automation etc. We have a field for returned parts and i want to get an email when that field is ticked. How please as Zoho tells me no automation on subforms. The Reason- Why having waited for ever for FSM

      • Ability to Set a General Email Signature for the Organization in Zoho Recruit

        Dear Zoho Recruit Team, I hope you're doing well. We would like to request a feature that would allow us to set a general email signature at the organizational level within Zoho Recruit. Currently it is only possible for individual users to create their

      • Custom Buttons & Links Now Supported in Portals

        We’ve just made portals in Zoho Recruit more powerful and customizable than ever! You can now bring the power of Custom Buttons and Links to your Candidate, Client, Vendor, and Custom Portals — enabling portal users to take direct action without recruiter

      • Live webinar: Transform data into impactful visuals with Zoho Show

        Data is frequently a core part of a presentation, whether it’s a sales pitch, project update, research report, or performance review. But when it’s just numbers on a page, the message you’re trying to convey can get buried. The real magic happens when

      • File attachments not working - web version

        Since Notebook announced better file attachments, I have experienced file attachments failing. When uploaded from my pc to the web version, notebook just spins. Acting like the attachment is very large. When it's 30k. If I cancel out of this, the notecard

      • API - Barebones Data for Send Doc For Signiture

        I am learning how to use with Zoho Sign API. I am wondering if someone can give me a bare bones JSON data sample for "Send Document For Signature". Below is the blank data that is pre-populated in postman. Seems like there is more here than the bare minimum

      • Revenue Management: #2 How to compute revenue?

        In our previous post, we discussed the revenue recognition standards under IFRS 15 and ASC 606 and the five-step model. Now, let's examine three distinct business scenarios to see how the standards and model work in practice. This will help you understand

      • External lookup in CRM (as in Books)

        Hello Context: We have a CRM module, similar to Deals, but for Purchasing. Once the PO is created, a link to this PO should be updated in that "deal". In Books, you can add a custom 'external' field which can look up into CRM modules. I'm asked to have

      • "Undo Send" Feature

        Would love it if TeamInbox had an "Undo Send" feature, that gives you 10 seconds or so to "undo" the sending of an email. Many other email clients already have this feature, and my clients really miss it, as it has saved them many times in the past when

      • Zoho Sites

        Does anyone have experience building Zoho sites or know how I can find someone who does?

      • Zoho Crm Lagging

        Hi Zoho Support Team, Starting from today, my Zoho CRM has been extremely slow and laggy when accessing any pages or modules. This is affecting my work and overall productivity. Could you please help to check if there are any ongoing issues or if there’s

      • Is there a way to reference/attach mails to deals/contacts when the mails haven't come through their contacts normal email and the mail comes through software / app who use their mail system

        There are often system mails that come through systems or other software which use their email addresses since they use their own mail servers to mail. This causes an issue as it does not record the mail in the history of the CRM since the email is not

      • Recommendation

        I give up on Zoho. It's never going to be an all in one solution, their own apps don't even connect. Can any one recommend an alternative at least for the crm / people.

      • CRM - Site/Location

        Hi Zoho, One massive oversight of the Zoho CRM is the inability to add multiple sites or locations to one account. Many organisations have several (in some cases, hundreds) of sites across the country or even the globe. The workaround to this, of course,

      • An unknown error occurred. Please contact support

        Whenever I visit this page I see this. I changed browser and still the same. Can someone from Zoho help me please?

      • How to Streamline Pick & Ship

        Is there a way to streamline the built-in pick and ship process? I guess mostly on the ship side. Our current process allows us to choose shipping super fast. It's an EasyPost plugin for WooCommerce. You have to populate the boxes / weights / shipping

      • How to add, delete or rename the "payment method" drop down?

        When we recorded payment in invoice, there's a "payment method" drop down with choices like cash, bank transfer... We want to add and delete or rename some new selection. How to do such adjustment? Please advice.

      • Smarter data gathering with Query component in Wizards

        Dear All, Introducing the Query Component in Wizards for CRM! A smart search field that saves you time and effort, and helps you manage and gather data more efficiently than ever before. Long and complex record entries can be overwhelming and prone to

      • Introducing teamspaces and team modules in Zoho CRM mobile app

        Hello everyone, We have an exciting update to share in the Zoho CRM mobile app. As part of CRM For Everyone—a new set of features that reflect our vision to democratize CRM and make it accessible for all—teamspaces and team modules are now available on

      • Client Script - change page and/or section background colours

        Hello, Would anyone be willing to help me with a bit of Client Scripting code? I have had a go myself but only been able to alter the form field styles, not the overall page/section/heading styles. I want to set a different page background colour for

      • Zoho SalesIQのチャットボット、ブロックのコピー機能

        Zoho SalesIQのチャットボットの構築でドラッグアンドドロップで作成を行っているます。 内容は同じブロックのコピーペースト機能がないみたいなのですが、同一のブロック、同一の複数のブロックをいくつも作成する場合は、皆様はどのように行われていますか？ 例えば添付の４つのブロックをまとめてコピーして、別のフローの先につなげる場合です。 教えていただけますと幸いです。よろしくお願いいたします。

      • Questions About Zoho Commerce Member Portal

        Hello, A couple questions about the Zoho Commerce Member Portal: 1. Can I add only specific pages be added to the Members Portal, and not the entire website? 2. When a customer signs up on my Zoho Commerce site, is there a setting that gives me a chance

      • Online Payment Fees

        We don't take many online credit card payments so the merchant service provider (PayPal) charges us the 2.9% fee for processing the amount. I would like the ability for the fee to be automatically added to the total amount for "ease of payment". We'd

      • Error occured. please try again!!!

        I created a new list. Added two new contact's email addresses. I try to EDIT either one of them to add their first name, last name and phone number. Whatever I try to edit and update, I get the error message  Error occured. please try again!!! And it doesn't update any of their info. I tried just editing first and last name. Still get the error. No matter what I try to update, I get the error. I tried creating a new list, and adding just one email address and then edit it and also get the error.

      • "Send email as" not work

        Hi team, I currently use ZOHO MAIL services on the MAKE platform (formerly INTEGROMAT). In MAKE I entered my ZOHO MAIL credentials but the problem is that when the emails are sent from the automation in MAKE, the emails do not come in with the name set

      • *UPDATE: ISSUE RESOLVED, SEE HOW FOR HELP* Issue imbedding Youtube Videos

        **UPDATE: RESOLVED** For anyone that is having a similar issue, try this workaround before attempting to have the Zoho techs fix it. I have been in communication with them for weeks about this and they can't seem to fix the issue. Thinking it may have just been my computer or my browser, I tried two different computers on two different networks, each running different versions of Windows, and tried it on Chrome, Firefox and IE; nothing worked. So, needless to say, it's an issue with Zoho somewhere.

      • Backorder For Composite Items

        Hello If i released SO for composite item and use backorder feature of zoho inventory then it should backorder child item items of composite and not composite item.This is basic of backordering.I conveyed this to zoho call center but no solution yet.

      • Paid Support

        We are in the process of creating tiers for our support offerings. There will be three tiers of support available - 2 paid and 1 free. The paid tiers will be purchased in allotted hours. I need to figure out how to a) work in the out of the box SLA, Contracts

      • Automatically CC supervisor

        Hello,  in our organization agents are replying to tickets and they are required to CC their supervisor on all emails to and from customers.  is there a way to have an email address automatically populate in the CC field when reply to a ticket?  tha

      • Zoho One - White Label

        Releasing a white-label feature for Zoho One, or any software or service, can offer several advantages and benefits for both the company providing the software (Zoho in this case) and its users. Here are some key reasons for releasing a white-label feature

      • Are this Features included in the Road Map

        1. Sync between description/short description in Zoho Books/Inventory and Zoho Commerce: I am unsure how it works now. I belive the description is not pulled. 2. Pick Up: This feature is great. It is added on Zoho Commerce but not on Books/Inventory which

      • Next Page