【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

      • Add Analytics function for Title case (capitalising each word in a string)

        At present, you can only capitalise each word in a string in Analytics during data import. It would be really useful to be able to do this with a formula column, but there is no Title Case function.
      • How to conditionally embed an own internal widget with parameters in an html snippet?

        Hello everyone, I'm trying to create a dynamic view in a page using an HTML snippet. The goal is to display different content based on a URL parameter (input.step). I have successfully managed to conditionally display different forms using the following
      • Sync more than one Workdrive

        Hello Please I'm facing some difficulties since some days. In my company we have many zoho accounts in different organisations. And I have to find a way to sync all these Workdrives. I spend many hours to search it on zoho Workdrive but no solution. Could someone help me ? Any idea how I can achieve it ? Thanks in advance. Regards
      • Zoho writer unable to merge documents to PDF with basic fonts in Hebrew or fonts from my computer

        I created several forms that will be merged into PDF files through Zoho Writer and I am unable to receive the PDF in the basic fonts of the Hebrew language or in the fonts I have on my computer. The writer exports to PDF an exchange font that looks very
      • Base Currency Adjustment Reversal

        Two questions surrounding the base currency adjustments (BCA). I recently ported over from QB so I need to enter the base currency adjustments. In QB, it will calculate the BCA for you at the end of the year and then reverse it at the top of the following year. Makes sense. Does Zohobooks not do this as well? I created a BCA for Dec 31, 2016 but no reversing entry was made Jan 1, 2017. Am I supposed to manually do a reversal? I'm not even allowed to post journals directly to the 'exchange gain loss'
      • Please implement UAE Central Bank FX rates

        Hello, as I understand from your knowledge base, any UAE business account created from September 15, 2018 does not have foreign exchange rates fetched automatically. This is a serious inconvenience and I am not sure why ZOHO has not looked into the ways
      • Search Records returning different values than actually present

        Hey! I have this following line in my deluge script: accountSearch = zoho.crm.searchRecords("Accounts","(RS_Enroll_ID:equals:" + rsid + ")",1,200,{"cvid":864868001088693817}); info "Account search size: " + accountSearch.size(); listOfAccounts = zoho.crm.searchRecords("Accounts","(RS_Enroll_ID:equals:"
      • Super Admin Access to All Courses and Spaces in Zoho Learn

        Dear Zoho Learn Team, We hope this message finds you well. We are using Zoho Learn extensively for internal and agent training. While managing our courses and spaces, we encountered a significant limitation regarding admin access and course management.
      • Print checks for owner's draw

        Hi.  Can I use Zoho check printing for draws to Owner's Equity?  This may be a specific case of the missing Pay expenses via Check feature.  If it's not available, are there plans to add this feature?
      • [New Release 2024] Create and embed custom capabilities across CRM with Kiosk Studio, our latest no-code tool

        [Update | New series] We've started publishing a series of posts on Kiosk Studio. It's called Kiosk Studio Sessions and you can check out the first one here! [Update | 15 Oct} Session #2 is live! This one will look at how to create a kiosk for your call
      • Revenue Management: #10 Common Mistakes while Recognizing Revenue

        We are at the end of the series on Revenue Management, covering how different businesses recognise revenue. Even with clear standards like ASC 606 and IFRS 15 in practice, businesses often struggle with the nuances of revenue recognition. Especially growing
      • Windows Desktop App - request to add minimization/startup options

        Support Team, Can you submit the following request to your development team? Here is what would be optimal in my opinion from UX perspective: 1) In the "Application Menu", add a menu item to Exit the app, as well as an alt-key shortcut for these menus
      • integarting attachments from crm to creator

        when i tried to integrate pdf attachments from crm to creator via deluge i am getting this error {"code":2945,"description":"UPLOAD_RULE_NOT_CONFIGURED"} the code i used is attachments = zoho.crm.getRelatedRecords("Attachments","Sales_Orders",203489100020279XXX8);
      • Search Option

        🚫 Current Limitation: As of now (September 2025), Zoho FSM lacks a global search functionality, which makes it difficult to quickly: Find specific Work Orders by number or keyword Search for customer records or contact info Locate assets, jobs, or service
      • Mobile Chat Window - Full Screen

        Hello, The mobile chat window takes up the full screen, which is highly confusing for most customers! Using a desktop machine, I see the same happens when reducing the browser width to 800px or below. This suggests that it responsive web design, causing the switch to full screen. Can we fix this very annoying behaviour ourselves using a custom css file? If so, can you please let me know how? Thanks
      • Is it possible to customize ZC Themes?

        I understand you can choose a layout and customize Brand Color, App Header, Menu, and Sub-Menu components, but can you override some of the default theme settings with CSS or a config file? For example, - Table highlight color - Listview auto filter highlight
      • Is it possible to create Custom function-based Lookup field in Zoho CRM

        Is it possible to create a custom function-based lookup field in Zoho CRM? If so, how? Use case: Need to fetch users from Zoho Projects into a dropdown field in Zoho CRM.
      • @mention in comments no notification

        Hi, hope someone can help. When we @mention someone in the comments in Zoho Creator, how is that user notifed as we don't get anything on email or in the app notifications. 
      • Zoho unified inbox

        The new changes have definitely improved things for switching between accounts.  But zoho still desperately needs a unified inbox.  It sucks to have to enter filters and folders for each and every inbox.  This seems like such a simple thing, i wonder why Zoho hasn't done it?
      • Add "Running Balance" column to Account Transaction Reports

        Hello, Currently Zoho Account Transaction Reports give you the opening balance, then lists the transactions, then provides the closing balance.  It would be great if you could add a column on the far right that shows the "Running Balance" on the account after each transaction.  There are many times when analyzing or tie-ing out transactions that this would be very helpful.  I currently have to frequently run a tape on my adding machine to get balance totals after a specific transaction on the list.
      • WhatsApp Channels in Zoho Campaigns

        Now that Meta has opened WhatsApp Channels globally, will you add it to Zoho Campaigns? It's another top channel for marketing communications as email and SMS. Thanks.
      • error : Object code : 6500

        b3 = map(); b3.put("name", "Test Project Name"); updateprojects2 = invokeurl [ url :"https://projectsapi.zoho.eu/restapi/portal/era0130/projects/169495000000928007/" type :PUT parameters: b3 connection:"in2" ]; info b3 ; info updateprojects2; ------------
      • How to book GST paid in zoho books

        hi, i am a new user to Zoho books and not able to book GST paid in books, kindly suggest how i can book it in books. thanks, siddharth
      • I got unknown charge from Zoho

        Good day, I need help disputing a charge I don't know from, zoho. I have ZohoMail and ZeptoMail. I purchase credits for ZeptoMail, and for ZohoMail I am not subcribed.
      • Function 56: Automatically enable the option for customers to pay via bank account

        Hello everyone and welcome back to our series! One of the key features of Zoho Books is its integration with multiple payment gateways, allowing you to receive online payments for your invoices. This ensures faster payments, automates payment tracking
      • Attach Files to Your Notecards and share them on the go!

        Hey everyone! We’re excited to share a feature many of you have been asking for — you can now attach files directly to your text notecards and share with ease! 🙌 This update was built with your feedback in mind, especially for those who wanted a simple
      • How to searchByCriteria records that are under approval?

        I need to search for both approved and pending approval records Is that possible with this method? Or I need to a different method? var priceReqID = $Page.record_id; log(priceReqID); var records = ZDK.Apps.CRM.Price_List_Item.searchByCriteria("Price_Request:equals:"
      • How to add Simple Analytics to Zoho Pages?

        I have a website with Zoho Pages, how do I add Simple Analytics on it? They seem to have code they need to be embedded https://docs.simpleanalytics.com/script
      • Cant seem to delete an email account

        Hello, I have researching for 4 days how to delete an email account and I am absolutely without a clue. The email account I am trying to delete is support<AT>fyshoes<dot>com. It's the first email account I made and it (is???) was associated with the super user (me). I have since changed it to adming<AT>fychoes<dot>com and I see the support email in my list but I just cant seem to get rid of it. Ultimately I want to associate that email account with another user that I want to add. This is really
      • Import data into Multi-Select lookup field from CSV/Excel

        How to import data into a multi-select lookup field from the CSV/Excel Sheet? Let's say I have an Accounts multi-select lookup field in the Deals module and I want to import the Deals with Accounts field. Steps:- 1. Create/edit a multi-select lookup field
      • Script that deletes a record?

        We're using WP Plugin "Integration for WooCommerce and Zoho Pro", and have created a couple of Feeds to send data to Zoho. We are trying to create Contact records, but only based upon condition. Tried to make it with small Deluge function and Workflow,
      • A formula that capitalises the first letter of each word

        Hi all, is there a zoho formula that can capitalise the first letter of each word in a string? INITCAP only capitalises the first letter of the first word.
      • Quotes in Commerce?

        In Zoho Ecommerce, I need to be able to generate quotes, negotiate with customers, and then generate invoices. Currently, I plan to integrate Zoho CRM to generate quotes. After negotiation and confirmation, I will push the details to Zoho Ecommerce to
      • Zoho Commerce - Mobile Application

        Does Zoho Commerce have a mobile application for customers to place an order?
      • Register user through Phone Number by Generating OTP

        In zoho commerce , I am developing website on online food store Inilialy the user get verification code to their email for registering there account for login. But I need to login using phone number by generating OTP automatically rather than verification
      • Custom Buttons for Mass Actions

        Hello everyone, We’ve just made Custom Buttons in Zoho Recruit even more powerful! You can now create Bulk Action Buttons that let you perform actions on multiple records at once, directly from the List View. What’s new? Until now, custom buttons were
      • Zoho Vault Passwords

        Is there a way to consume Zoho Vault Manager passwords using the API? Thanks in advance.
      • Is the ChatGPT Assistant integration capable of recognizing WhatsApp voice messages?

        I was wondering: if a visitor sends me a voice message on WhatsApp, would the assistant be able to transcribe it and reply to them?
      • Zoho Creator to Zoho CRM Images

        Right now, I am trying to setup a Notes form within Zoho Creator. This Notes will note the Note section under Accounts > Selected Account. Right now, I use Zoho Flow to push the notes and it works just fine, with text only. Images do not get sent (there
      • 【Zoho CRM】レポート機能のアップデート

        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、レポート機能のアップデートをご紹介します。 目次 1. レポートのエクスポート時のレコードIDの表示について 2. 通貨項目の表示について 3. レポートの削除の監査ログへの反映について 1. レポートのエクスポート時のレコードIDの表示について これまで、レポートをエクスポートするとファイルにレコードIDが必ず含まれていました。レコードIDが識別子として役立つ場合もありますが、実際には多くの企業で参照されることはありません。
      • Next Page