【9/3(金)】Zoho CRM もくもく会、開催!ユーザーさまと一緒に設定やカスタマイズを進めましょう

【9/3(金)】Zoho CRM もくもく会、開催!ユーザーさまと一緒に設定やカスタマイズを進めましょう

このたび9月3日15:00より、2回目となるZoho CRM オンラインもくもく会を開催します!

━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
◎もくもく会とは...
→複数人が同じ場所に集まり、各自が黙々と勉強や作業を進めるイベントのことを指します。
※もくもく会の詳細は、以下のURLをご参照ください。
テックキャンプ ブログ: https://zurl.co/nDYa (外部サイト)
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

今回のZoho のもくもく会では、8月のもくもく会に引き続き、「普段まとまった時間が取れなくて、CRMに必要な設定やカスタマイズを行えていない、改めて使い慣れたCRMの環境を整えて、より顧客管理を強化できるCRMにしたい!」など、ご自身で決めた目標達成に向けてもくもく作業を行います。
Zoho ユーザーさまとともに、設定やカスタマイズについて、一緒にもくもくと作業を進めてみませんか?

▶︎▷ 申し込みはこちら:締め切りました!

今月のもくもく会も、引き続き有限会社 西尾システムコンサルタント西尾さまに質問対応者としてご参加いただきます。
そのため作業中に出てきた質問や相談に関しては、随時西尾さんや他のユーザーにご相談いただきながら、進めていただけます!
また、今回は質問対応者へのブレイクアウトルームでのご相談も可能です。

先着5名のご参加とさせていただきます。ご興味がある方はお気軽にご参加ください!

詳細については、以下をご確認ください。
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

日時:9月3日(金)15:00~  3時間程度
形式:オンライン(Zoom ミーティング形式)
※基本的にはカメラオン、また音声会話ができる状況でご参加ください。
※一時的な退席や他の作業を行う場合は、カメラをオフにしていただいて構いません。
その場合は、チャットでの対応が可能な状態にしていただきたく存じます。
対象サービス:Zoho CRM
募集人数:5名
※事前にお申し込みフォームにてご登録ください。お申込受付は先着順とし、定員になり次第、締め切らせていただきます。
(追記)終了しました!
概要:当企画で完了したい具体的な設定や課題を決めていただき、もくもく作業を行う会です。作業途中で出てきた質問については、随時他のユーザーさまと相談・交流しながら進めていただけます。途中、自己紹介やそれぞれの進捗確認といった時間もございます。

このような方におすすめ:
●Zoho CRM の環境を整えたいと考えているのに、なかなかまとまった時間が取れない!と言う方
●作成したいワークフローやカスタマイズがあるのに、途中のやり方につまづき実装仕切れておらず、アドバイスをもらいながら一気に進めたい方
●Zoho CRMの構築作業に孤独感を感じている方
●Zoho ユーザーと知り合って、交流を深めたい方
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

みなさまのお申し込み、お待ちしております!

ゾーホージャパン株式会社
コミュニティチーム

    • 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

      • Webhook from Zobot to Zoho Flow fails

        I'm trying to connect from zobot to zoho flow. When testing in zflow, I am receiving all entered data from the connector correctly. The SalesIQ connector's "outputreaction" is {} (is this normal or is there a problem?). But as soon as I try my chat bot
      • Transition from Sole Proprietorship to GmbH (Limited Liability Company) – Best Approach in Zoho Books / Zoho One

        Hello everyone, I am currently operating under a Zoho One plan with a sole proprietorship in Switzerland. As of January 1st, 2026, I will be incorporating a new legal entity – a GmbH (Swiss equivalent of a Limited Liability Company). While the business
      • Issue Connecting My Domain to Zoho Sites Despite Purchasing It from Zoho

        Hello, I am facing an issue connecting my domain to my website on Zoho Sites. Details of the issue: I purchased the domain directly from Zoho. I am already using the same domain successfully with Zoho Mail. However, when I try to assign this domain to
      • Insert auto number from main form into subform rows

        Hello. I'm trying to take from my main form "order number" which i have setup as an auto generated number into every line created in my subform. So when a row is created in my subform i want the "order number " from the main form to be inserted automatically.
      • Dark Mode - Font Colors Don't Work

        When editing a document in Dark Mode and selecting font colors, they don't show up on screen.  Viewing/editing the same document in Light Mode shows them just fine.
      • Integrate Bunq with ZOHO Bookes

        We are new users of ZOHO Books, and our bank (BUNQ, in the Netherlands) isn't listed on the bank integrations. Is there a way to handle this?
      • Access Denied

        I am iOS Developer and updating our clients project and shifted ZohoDeskPortalCore SDKs from cocoapods to SPM and changed few lines of code but now i am get access denied, the help center app is unavailable. please contact administrator.
      • Using Zoho Desk to support ISMS process

        Hi, I am evaluating using Zoho Desk for security incident management. This seems to be aligned with Zoho Desk purpose as its just another type of incident. However in security incident management, ideally I can link incidents (tickets) with a risk from
      • Bin Locations

        Dear all, I am wondering if someone has the ability to develop the bin locations option for zoho inventory (integrated with zoho books) Regards, Ryan
      • TaxJar vs Avalara

        Hi, I'm evaluating adoption of a sales-tax service for US based business. Anyone else have experience with TaxJar and Zoho Books? I am a Zoho One subscriber so anticipate needing to use Flow to make this work. It seems like Avalara are simply too expensive
      • How to check Leads with no Task (open activity)

        Hi everyone, I was wondering if there’s a way to view leads that don’t have any tasks assigned or open activities linked to them.
      • What can we do on our end to improve the Answer bot answers?

        Hi, I'm using the Answer bot card in the Codeless bot builder. I've input several questions and their answers in the FAQ section to feed the Answer bot. The text is all in French, as this is the language our customers communicate in. I've tried testing
      • How to upload file to Connect using API?

        Hi there. I looked at the API documentation and nowhere did it mention how to use the API method to upload a file even though it is mentioned that it is possible to be done so. Please help.
      • Group Tax in Service Line Items

        Hi FSM Team! I noticed that when you update a tax in the service line item the group tax is not showing up as an option. Let me know what can be done thank you!
      • FSM Improvement Idea - Show an Import button when there is no data

        I am setting up FSM for a client and I noticed that there is no option to import data, see screenshot below. Even when you click Create Contact there is only an option to Import from Zoho Invoice. It is only after you add at lease 1 record that the Import
      • OAUTH_SCOPE_MISMATCH Error for Marketing Automation APIs with CRM Plus Account

        I'm trying to integrate Marketing Automation journey triggering via API but getting OAUTH_SCOPE_MISMATCH errors. I need clarification on API access for CRM Plus users.
      • Access token generate from the refresh token not working for API

        Dear Sir/Madam, When I use my refresh token to obtain new access_token, that token return INVALID_TOKEN when the same API is called. I made sure that my api site is correct and match the auth web site. However the original access_token work fine.
      • Function #4: Schedule Customer Statements

        Regularly sending statements to customers is an imperative part of many business processes as it helps foster strong customer relationships and provides timely guidance on payments. While you can generate the statement of accounts and have it sent over
      • Limiting search or dependencies with an asterisk "*".

        I have a form with several dependency fields with options still developing for each field. Since these options were developing and not yet ready to be a selection in the field, I placed a filter for the dropdown field. In this filter, I selected fields
      • Cross Data Center Support for 1:1 Chats with External Users

        Hello Zoho Cliq Team, We hope you're doing well. We appreciate the recent enhancement that enables cross data center collaboration in external channels, which has already improved communication across distributed teams. However, we’ve noticed that this
      • Handling Greetings/Small Talk at the Beginning of a Zobot Conversation

        Hello everyone, I’m currently configuring a **Zobot** in Zoho SalesIQ and everything is working as expected, except for one specific scenario at the very beginning of the conversation. My target audience has the habit of starting with a **greeting or
      • Regex in Zoho Mail custom filters is not supported - but it works!

        I recently asked Zoho for help using regex in Zoho Mail custom filters and was told it was NOT supported. This was surprising (and frustrating) as regex in Zoho Mail certainly works, although it does have some quirks* To encourage others, here are 3 regex
      • Importing a new list into campaigns

        I'm in the middle of switching my email platform to campaigns. I have a list that I want to import, and it overlaps with my existing Zoho CRM list. The fields in my Zoho CTM are more robust. Will this new list that I upload into my campaigns overwrite
      • when I email a invoice how can i see it was sent and also were i can go to see all emails sent

        when I email a invoice how can i see it was sent and also were i can go to see all emails sent?
      • How can I see content of system generated mails from zBooks?

        System generated mails for offers or invices appear in the mail tab of the designated customer. How can I view the content? It also doesn't appear in zMail sent folder.
      • CRM Blueprint Notification by Cliq

        Dear Zoho team, In Workflow, there is nofication by cliq, but in blueprint, there is no option as cliq notification. I think it is very convenient to get notified by Cliq , as there are multi modules in apps, but we will always check Cliqs
      • Sync Contacts in iOS

        What does the "Sync Contacts" feature in the iOS Zoho Mail app do?
      • Live webinar: Craft the ideal sales pitch deck with Show

        Every great sale starts with a great story. And your pitch deck? That’s where the story takes shape. But too often, these presentations end up looking generic, overloaded with text, or lacking structure. The good news is, it's easier to fix than you think!
      • Project Statuses

        Hi All, We have projects that sometimes may not make it through to completion. As such, they were being marked as "Cancelled". I noticed that these projects still show as "Active" though which seems counter intuitive. In fact, the only way I can get them
      • 👋 Welcome to the Zoho MCP Community

        Hello all, glad to have you here! This is your space for everything AI agents, MCP tools, and intelligent business apps. This community is for you — developers, partners, creators, and businesses exploring how agents can transform work. Whether you’re
      • DNS Manager

        Where Can I find my DNS manager so I can link this to click funnels or AWEBER
      • How do I sync multiple Google calendars?

        I'm brand new to Zoho and I figured out how to sync my business Google calendar but I would also like to sync my personal Google calendar. How can I do this so that, at the very least, when I have personal engagements like doctor's appointments, I can
      • Need to extract date from datetime field

        I have a datetime field and need only the date part from it. I am unable to find a built-in function that would be <DateTime>.Date(). I don't think I want to go the string conversion route of converting the datetime to string and then parsing out values and create a date out of it. Any one out there has a better solution to this? Thanks in adavnce. Regards Moiz Tankiwala Smart Training & IT Solutions
      • 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,
      • additional accounts

        If I brought 5 emails to my account. Can I later buy additional emails.
      • Why I am unable to configure Zoho Voice with my Zoho CRM account?

        I have installed Zoho Voice in my Zoho CRM, but as per the message there is some config needed in Zoho Voice interface. But when I click on the link given in the above message, I get an access denied page.
      • Issue with Hour Calculation in Zoho People Attendance Module

        I have noticed an issue in the attendance regularization feature of Zoho People. When trying to regularize past dates, the total working hours are not calculated correctly. For example, if I enter a check-in and check-out time for a previous day, the
      • Cliq Meeting Calls No Audio and Screen Share

        When in a Cliq channel meeting, the audio does not work at all on pc. When i use my phone as audio source, screen share on pc does not work. I have updated audio drivers but the strangest thing is that during a 1 on 1 call, it works well. Therefore the
      • Work anniversary and birthdays on connect

        Hello, I like the idea of having employee's work anniversary and birthdays on the dashbaord. Do you have to have the employee complete this information themselves in connect settings, or does it pull from their directory settings? (ie. we use Zoho one
      • Alias Email Id already exists

        Hi I'm trying to create an alias : contact @ yoavarielevy.co.il but i get the message  Alias Email Id already exists I had an account with the same name but I deleted it. Can you help? Thanx Yoav
      • Next Page