【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

      • 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。
      • Translation in zoho bookings

        We cant translate zoho booking emails. The general text we can change. But what about text like: ""Here a link to join the meeting online:"" and "Add to Zoho Calendar" and "Add to Google Calendar"? No professional business have mixed languages. Its looking
      • Is there any way to bill one client in different currencies on different invoices?

        I have some customers who have their currency set as USD and most of their billing is done in USD.   However, from time to time I have a need to bill them in my base currency GBP for some specific invoices, but there seems to be no way of doing this that I can see. The only workaround that I can see is to create two client records for the same client, one for USD billing and one for GBP billing, but this is not an ideal situation. Is it likely that the (hopefully!) soon to arrive multi-currency support
      • API name for all fields in Zoho Project (Standard or custom)

        Hi! I struggle to find easily all API name of all field in Zoho Project to build my API rest with other services. We can find them very fast in CRM but not in PRoject.   Could you share a function to get the list of all API Name of any field of an App
      • Disappearing Mouse cursor in Zoho Mail / Windows 11 (Chrome + Edge)

        I'm seeing an issue when writing mails with the light theme with the mouse cursor being white and the document area also being white - making it nearly impossible to see the mouse cursor. I see the problem on Windows 11 under Chrome and Edge. (Yet to
      • Zoho Assist not rendering NinjaTrader chart properly

        Hi everyone. Just installed and testing Zoho Assist. I want to display my laptop' screen (Windows 11) on a monitor connected to my Mac mini. The laptop is running a stock trading program called NinjaTrader. Basically, when running, this program displays
      • Link(s) between Notes

        Hello Everyone, It would be great if links could be created between notes. Let's say we have 5 Notes A, B, C , D, E. I would like to be able to link Note A to Note B but not in other way, so no link appears in Note B linking to Note A. An so on, linking
      • Feature Request: Assign Documents to Already Entered Bills, Expenses, Invoices, etc.

        Hi Zoho Team, We are regular users of the Documents module in Zoho Books and appreciate its ability to keep financial records well-organized. However, we’ve noticed a limitation: There is no way to attach a document from the "Documents > Files" section
      • I don't see any WITHDRAWL transaction at all

        Hi I manually imported my bank statement to Zoho books today and I am a complete newbie. I have been reading the knowledgebase but unable to fix this. I only see "Uncategorized 91 DEPOSIT transactions". I don't see any WITHDRAWL transaction at all. Also,
      • Shared inbox unable to see replies

        Hi we are a small company me and someone else, we have a shared inbox for our sale@ and contact@ however we have this issue where by if i reply to an email or the other person reply to the email, it does not show it to them and therefore we end up replying
      • 404 error at checkout

        Our customers are getting a 404 error at checkout. Anyone else with the same problem?
      • FONT Sizing in Notebook

        Hi Kishore - What is the status of adding font sizing to the application? I have several things that I have pasted directly into Notebook and the fonts are HUGE! I would like the ability to highlight them and reduce the font to a legible size. Nothing
      • Can managers Upload documents to their direct rapports?

        Admin employees have the ability to upload documents to employees' files; however, managers do not have add/manage button - is it possible for managers to upload their direct reports' documents, such as absence documents or 121 documents. Is there something
      • Leave balance display for next year

        Is there a way to not have a rollover or not limit the leave balance depending on the date. For example an employee has 10 days leave balance and wants to apply for January leave in December. They cant because the rollover doesnt show the leave balance
      • Please add an “Auto-Apply Unused Credits” toggle

        Hello — please add a simple org-level option to automatically apply unused credits (credit notes, excess payments, retainers) to new invoices and/or bills. An ON/OFF toggle with choices “invoices”, “bills”, or “both” would save lots of manual work for
      • Zoho Books not working/loading

        Hi! I haven't been able to access/load Zoho Books for the past hours. I get a time out (and it is not due to my internet connection). Could you please check this asap? Thank you!
      • Custom Fields with Data Types for Expense and Payments Received in Zoho Books

        Hi all, We are glad to present to you, the option to create Custom Fields for the Expense and Payments received modules in Zoho Books. This also comes with an icing on top of it - Yes, the custom fields can now be created with different data types. Types like Text, Number, Decimal, Amount, Auto Number and Check Box are supported as of now. Rush to the gear icon at the top right corner, select 'More Settings', choose 'Preferences' in the left pane. Click the Expense/Payment preferences where you can
      • Zoho Cliq - Incident alert (Server outage - IN DC) | August 28

        We've received server down alerts and are currently investigating the issue (IN DC) to find the root cause. Our team is actively working to restore normal operations at the earliest. Status: Under investigation Start time: 09:44:21 AM IST Affected location:
      • Claude + MCP Server + Zoho CRM Integration – AI-Powered Sales Automation

        Hello Zoho Community 👋 I’m excited to share a recent integration we’ve worked on at OfficehubTech: ✅ Claude + MCP Server + Zoho CRM This integration connects Zoho CRM with Claude AI through our custom MCP Server, enabling intelligent AI-driven responses
      • 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.
      • Limitations on editing a message in Cliq

        Hi I've checked the documentations and there's no mention of how many times a message can be edited. When trying with code, I get various numbers such as ~1000 edits or so. Please mention if there's a limit on how many times one can change a message via
      • Narrative 10: Assignment Rules - Streamlining Ticket Management

        Behind the scenes of a successful ticketing system: BTS Series Narrative 10: Assignment Rules - Streamlining Ticket Management In the complex world of customer support, a flood of incoming tickets can hit the help desk in seconds. Businesses must do more
      • Custom form - Duplicate Value Present

        I am new to Zoho People. I create a new form on Zoho People quite simple. A date (by default the current date) and a radio button with 3 options (Yes, No, Not applicable) I defined the date as ‘No duplicate’ as only one entry by date is allowed. I added:
      • Zoho API connection issues

        Hi, Today at around 1930 GMT our application started experiencing intermittent timeouts from the Zoho API. These intermittent timeouts are not enabling our app to work properly. The API connection was working just fine before. HTTPSConnectionPool(host='www.zohoapis.com',
      • Query Regarding our Partnership between AIC-JKLU and Zoho

        Dear Zoho Team, I am writing to raise a concern on behalf of AIC-JKLU, one of Zoho’s incubator partners. Recently, our startups have been facing difficulties while trying to get themselves onboarded on Zoho through our dedicated partner link. Unfortunately,
      • Getting events in the future

        Hi I am trying to get events in the future by calling this API Endpoint https://www.zohoapis.eu/crm/v8/Events?fields=Event_Title,Created_By,Created_Time,Start_DateTime But that gives me all events in the database. How do I make a query that returns all
      • Created Date/Invalid Fields

        Since Saturday we have suddenly had issues with our webhooks and data retrieval from CRM. Specifically how Created Date is handled. It appears there was some sort of change within CRM that broke a lot of our code that has been in place for several years.
      • Revenue Management: #9 Revenue Recognition in Media & Publishing

        Media & Publishing industry has evolved in recent times. It offers subscriptions, bundles digital and print access, runs sponsored content, and sometimes even sells ad spaces. If you run a media or publishing business, you will always get into a situation
      • Zoho CRM Community Digest - July 2025 | Part 2:

        Hello, Everyone! We’re closing out July with a can’t-miss highlight: Zoholics Europe 2025! Happening from September to October, it’s your chance to level up your CRM skills, covering everything from automation and CPQ to dashboards and advanced workflows.
      • How can I trigger a flow action only once while updating contact?

        Hi, we have a trigger to merge&mail file when the field YYY is filled out. For this acion I used "Create or update module entry". But unfortunately we get tens of email on a day with this merged file, because the contact is being regularly updated. The
      • Copy a Record Template from one Form to another

        I have a Creator application with several forms.  I developed a record template for one of the reports/forms but want to use most of it for another of the form/report combinations in the application. Is there a way to copy the template (code or otherwise) to another form?
      • Tip of the Week #70 – Create common team signatures for your shared inboxes

        Did you know that a small detail, such as an email signature, can make a big difference in how your brand is perceived? One simple yet smart way to enhance your team’s communication is by creating common team signatures for your shared inboxes. Instead
      • Enhanced data export features: XLSX format, custom character encoding, and selective record export

        Greetings all, Here are a few enhancements related to exporting CRM data, including the ability to export data in XLSX file format now. The Export feature under Data Administration now offers new options that expand its flexibility and enable users to
      • Tip #42 – How to manage data security with Privacy Settings – 'Insider Insights'

        Data privacy is a cornerstone of trust in remote support. Through Privacy Settings in Zoho Assist, you can set up how data is gathered, stored, and handled in your organization. These settings ensure compliance, data protection for sensitive details,
      • Zoho DataPrep and File Pattern configuration

        I'm using Zoho data prep to ingest data from One Drive into Zoho Analytics... The pipeline is super simple but I can't any way to get all the files that I need. Basically I need to bring all the files with a certain pattern and for that I'm using a regex
      • Ticketbai! en el Pais Vasco

        Hola a todos, En enero de 2.022 se va a implantar en el país vasco un nuevo sistema de facturación, denominado ticketbai!, ¿hay alguna previsión de realizar las adaptaciones en zoho books o zoho invoices? Ignoro la cantidad de clientes que tienen estas
      • Zoho CRM mobile app feature update: home page widgets, field tooltips and user image upload

        Hello everyone! Your business doesn't pause when you're on the move, and neither should your CRM. That's why in our latest update, we've introduced a few new features to make your mobile CRM experience smoother and more efficient. Let's take a quick look
      • Zoho CRM Plain Text Template: Line Breaks and Formatting Issue

        Hello, I'm following the instructions to create email templates in Zoho CRM, but I'm having a problem with the plain text version. https://help.zoho.com/portal/en/kb/zoho-sign/integrations/zoho-apps/zoho-crm/articles/zoho-crm-email-templates#Steps_to_create_a_custom_email_template
      • Optimizing Task Handling: Auto-Remove Recurrence for cancelled Tasks.

        Hello Everyone, A Custom function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. Requirement:
      • Next Page