コミュニティダイジェスト 2024年1~2月

コミュニティダイジェスト 2024年1~2月

こんにちは。Zoho コミュニティチームの中野です。

 

フォーラム上での議論やZoho からの製品アップデートやイベント情報をまとめた「コミュニティダイジェスト」を投稿しています。

1月、2月の活動は以下のとおりです。

 

[ Zoho CRM に関する アップデート情報 ] 

設定画面が大幅に刷新されました。  

通貨機能に関するアップデートの紹介  

>通貨管理の権限設定や設定した通貨の変更履歴(為替レート、桁数の変更など)を確認できるようになりました。

リッチテキスト形式の項目を作成できるようになりました。(複数行項目)

  >これまでプレーンテキストのみ対応していましたが、データの読みやすさと書式設定が大幅に向上し、より可読性の高いテキスト編集が可能になります。

Webフォーム機能のアップデート:公開方法にリンクとQRコードが追加されました。  

 

[ ディスカッション ]

Zoho CRM等のサービスと基幹システム(MySQLなどのデータベース)との連携方法(Zoho Flow)  

Zoho Voice の留守録を文字起こししてメールで送ってくれる機能は素晴らしい

ユーザ事例:オンプレサーバーよりZoho Workdriveへの移行  

Zoho CRM : キャンペーンの「実際の費用」項目を計算して埋めるクライアントスクリプト  

 

投稿・回答いただいた、@Anonymous User さん、@Anonymous User さん、 @Anonymous User さん、@Anonymous User さん、@Anonymous User さん、ありがとうございました。

 

[ Zoho Japan からのお知らせ ]

 

▼1~2月に開催したイベント

・Zoho ワークアウト:1/25 、2/28 14:00~16:00  (課題解決型のワークショップイベント)

オンライン形式にて開催し、いずれの開催回も5名のユーザーさんに参加いただきました。

イベント内で取り組まれた課題やディスカッションの一部を紹介します。

 

- Zoho Voice を含めた、おすすめの電話連携サービス

- Zoho CRM 「見込み客」「連絡先」の定義、参加者の皆さんの運用法

- Zoho Bookings 初期設定 など

 


 


▼3月開催予定のイベント

 

・【Zoho CRM 導入に興味ある方にオススメ】3/14(木)セミナー&相談会@東京・丸の内

営業DX推進ご担当者様などに、情報収集がたった1回で完結できるイベントを開催します。製品概要や導入事例、カスタマイズ例など盛りだくさんです。
ーーーーーーーーーーーーーーーーー
Zoho CRM まるわかりセミナー&個別相談会 3月14日(木) 14:00 – 16:00
詳細・ご予約はこちら
ーーーーーーーーーーーーーーーーー

 

・3/8(金)ユーザー交流会 東京  *既に定員に達したため、登録受付を終了しています。

 

主なプログラム

事例セッション:Zoho CRM + Zoho Analytics によるマーケ施策の効果測定+フォロー率アップの事例紹介

グループワーク:どんなデータを可視化していますか? レポート共有会

Zoho Champion パネルディスカッション:Zoho のお悩み、ベテランユーザーに聞いてみよう!

 

*イベントで使用する資料については、会期後に改めて本フォーラムに公開いたします。

 

ひきつづきよろしくお願いいたします。

Zoho コミュニティチーム

 

2023年の年間ダイジェストはこちら

 


    • Sticky Posts

    • 【ZOHO】コミュニティユーザー自己紹介のトピック

      日頃よりZoho Japan Communityをご愛顧いただき、ありがとうございます。 おかげさまで昨年より、フォロワー数も増えてまいりました! 人数も50名を超えてまいりましたので、改めて運営しているZohoメンバーの自己紹介の場、また皆さまがご自身を紹介できる場を目的とした、トピックを作らせていただきます。 これからご参加いただく方も、立ち上げ当初からお付き合いいただいている方も、よろしければ当スレッドのReply欄からご自由にコメントいただければ嬉しいです。(オンラインフォーラムは現状オープンなフォーラムとなっているので、記入できる範囲で構いません) スライドテンプレートもご用意いたしましたので、もし良ければご自由にご利用ください。下記のリンクからダウンロードいただけます。 https://zurl.co/lC7N  テキストのみのコメントでももちろんOKです。 — 自己紹介例 【お名前(ニックネーム)】 【利用中のZohoサービス】 【ユーザー歴】 【ご利用人数】 【興味のあるZohoサービス】 【Zohoを利用し始めた、興味を持ったきっかけ】 【活用している主なサービスや機能】
    • 【ZOHO】オンラインフォーラムのご利用について

      こちらでのディスカッション、またそれ以外でも普段より、様々な投稿/コメントで支えていただき、ありがとうございます。 オンラインフォーラムの運営に関しては、まだまだ完璧ではなく、 それゆえに皆さまにご不便をおかけしている部分もあり恐縮ですが、いただいたご意見も参考にしつつ、少しずつ試行を重ねています。その上でにはなりますが、改めてオンラインフォーラムの方針と別投稿にて機能要望に関する対応に関し、共有いたします。 Zoho Japan Community オンラインフォーラムについて ・Zoho製品を利用するユーザー様同士の交流、ノウハウ共有を目的としたオンライン掲示板です。  製品に関するご質問、ご意見につきましては、オンラインフォーラム上で、Zoho側からの回答を保証するものではありません。 ・コミュニティ運営に関わる投稿など、一部ゾーホージャパンからもコメント/投稿を行わせていただくことがあります。 ・製品に関する投稿の、Zoho側からの確実な回答をご希望の場合は、以下の方法をご検討いただけると幸いです。 <製品に関する質問に対し、確実にZoho側からの回答が欲しい場合> ・ご購入前:sales@zoho.jp
    • Zoho Japan Community オンラインフォーラムの利用案内

      この度は、Zoho Japan Communityのオンラインフォーラムにご参加いただき、ありがとうございます。 ご利用にあたり、以下案内をご一読願います。フォーラムの使い方に関してはこちらをご確認ください。 1. オンラインフォーラムの利用について  オンラインフォーラムに投稿、リアクションを行うには、ユーザー登録が必要となります。 登録情報に関しては、パスワードを適宜変更するなどして自己責任での管理をお願いします。 ユーザーは、自由にオンラインフォーラムのユーザー登録から退会できます。なお、オンラインフォーラムから退会しても、当該ユーザによる投稿は引き続き掲載することがあります。
      • Recent Topics

      • Exported Slide Image Lacks Portion of the Background Image

        This does not always happen, but when I export (or "download") the rendered image of a slide, it sometimes lacks a portion of the background image. I created a sample slide deck to demonstrate it and shared it with the admins. It is also publicly available
      • How to create a Zoho Mail extension similar to Outlook's OnSend add-in?

        Hi, I want to create a Zoho Mail extension similar to Outlook’s OnSend add-in. The extension should: Let the user select headers and footers from a taskpane while composing an email. When the user clicks Send, the extension should: Automatically insert
      • Effective Inbox Organization: Folders vs Tags in Zoho Mail?

        I'm exploring the best ways to organize a busy inbox, especially when managing multiple clients or project using Zoho Mail. I’d love to know what works best for others: 1. Do you prefer **folders** (possibly with sub-folders) for each client or project?
      • Piss poor service in Support in Domains and email

        Srijith Narayanan B contacted me today. Very pleasant fellow. Just didn't want to tell him how bad your support service is. You help the person, but you leave before we can finish the next stage. Which causes a lot of frustration. It's been 8 days now
      • Zoho Mail android app update: Block & reject future emails, Report phishing, Spam alerts, Suspicious URL detection

        Hello everyone! In the most recent Zoho Mail Android app update, we have brought in support for the following features: Block & reject future emails Report Phishing Spam alerts in the mail details screen. Suspicious URL detection. Block & reject future
      • Zohomail does not support additional fields in mailto links

        Hello, I set up Zohomail as default composer in Firefox according to manual here: https://www.zoho.com/mail/help/defaultcomposer.html#alink2 Later, I wanted to use this functionality to answer in a Linux mailing list thread using mailto link: mailto:xxxxx@kernel.org?In-Reply-To=%3C727o0521-q24p-s0qq-66n0-sn436rpqqr1p@example.com%3E&Cc=xxxxx%example.org&Subject=Re%3A%20%5BPATCH%20v2%28%29
      • Emails not being received from a particular domain

        Cannot receive any emails sent from atco.com Domain is in the spam whitelist so should be no reason for it not to be coming through. Have filed a ticket and besides a generic response of we are looking at it - it seems there is no actual support workers
      • Email address for forwarding is not saving and there's no confirmation ema

        Steps to reproduce: 1. Enter my forward email in the email forward section of the account 2. Click save 3. See a notification stating saved successfully 4. Refresh the page, no forward email is saved 5. No email confirmation received at the forwarding
      • This domain is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details

        This is the error i keep getting when trying to use my Zoho Domain Mail. This domain is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details Find attached. I hope this can be resolved very quickly so i can go on and make
      • Auto CC - Moving Departments

        We have Auto CC e-mail replies to your support mailbox enabled. We have two departments: Helpdesk (helpdesk@domain.com) Delivery (delivery@domain.com) If we create a Helpdesk ticket, and reply, replies are CC'd to helpdesk@domain.com (OK) We then move
      • unable to send message reason 554 5.1.8 Email outgoing blocked

        unable to send message reason 554 5.1.8 Email outgoing blocked
      • Mailk got blocked / Inquiry About Email Sending Limits and Upgrade Options

        Dear Zoho Support Team, My name is Kamr Elsayed I created this account to use for applying for vocational training in Germany. As part of this process, I send multiple emails to different companies. However, after sending only 8 emails today, I received
      • SMTP email sending problem

        Hello, I've sent emails before, but you haven't responded. Please respond. My work is being disrupted. I can't send emails via SMTP. Initially, there were no problems, but now I'm constantly receiving 550 bounce errors. I can't use the service I paid
      • unblock my zoho mail account. outlines@zoho.com

        please unblock my zoho mail account, outlines@zoho.com
      • Unable to see free plan option

        Hello Zoho Support Team, I hope you are doing well. I am trying to sign up for Zoho Mail, but I am unable to see the option for the free plan. Could you please guide me on how I can access or activate the free plan? Thank you for your assistance.
      • Outgoing blocked: Unusual activity detected.

        I just made payment for my Zohomail Today and have been debited so i will like to be Unblocked because this is what it says (Outgoing blocked: Unusual activity detected) Thank you i await your swift responses
      • How to remove some users in zoho accounts

        How to remove some users in Zoho accounts.
      • Forwarder

        Hi, I tried to add a forwarder from which emails are sent to my main zoho account email . However, it asks me for a code that should be received at the forwarder email, which is still not activated to send to my zoho emial account. So how can I get the
      • Forwarder

        Hi, I tried to add a forwarder from which emails are sent to my main zoho account email . However, it asks me for a code that should be received at the forwarder email, which is still not activated to send to my zoho emial account. So how can I get the
      • DKIM cannot be enabled for the domain as no verified default selector present

        Hi Support Team, For Domain DKIM record trying to enable status. but showing error "DKIM cannot be enabled for the domain as no verified default selector present" So, please resolve the issue. Thank you.
      • I can't log in to my account on Thunderbird

        I've just had to rebuild my PC (calamitous mess from Microsoft with Win10/Win 11 'upgrade' - they confirmed I had to start with a new build). I have used Zoho mail for years via Mozilla Thunderbird, but now I've had to download the latest version of TBird,
      • Sorten the domain of zoho mail ids

        I recently created zoho mail id and am quite excited with the features. But one issue ig nobody wanna type this big zohoaccounts.com I mean silly bold Suggestion zmail.com (sound gmail) (attraction) or some genz words looks cool
      • Weekly Tips : Customize your Zoho Mail Notifications

        In a professional context, email communication remains one of the most crucial channels for staying connected and managing workflows. Keeping track of your emails, task updates, or important announcements can be overwhelming—especially if you are juggling
      • How to move emails to Shared Mailbox?

        Hello, I created a Shred Mailbox instead of using a distribution group. But I cannot move previous emails to certain shared mailbox. Is it possible move some emails from inbox to shared mailbox?
      • Email task creator when task is updated/marked complete

        I am looking for a way to notify the creator of a task in zoho todo when - Task is updated Task is closed Comments entered 1 and 2 are critical, and I cannot find a zoho flow to do this. There is no way that as a manager I will know when someone has completed
      • The attendees will now be redirected to the landing webpage when they exit the webinar, set by the organizer.

        Hello All, In the latest version of the Zoho Meeting iOS mobile app (v1.3.16), we have brought in the below enhancements:   Post Webinar Re-direction Revamped exit UI for Webinar Post Webinar Re-direction:  The attendees will now be redirected to the
      • Download API file contents from browser

        Hi Team - is there something being planned to be able to trigger file downloads from the browser via a deluge script? i.e. retrieve a file via API, trigger the file download directly from the browser. Or... using the convertToPdf function (https://www.zoho.com/deluge/help/functions/file/convert-to-pdf.html)
      • When using "locations" in zoho books, can you keep the two locations totally separate from each other?

        I am looking to add a location but I don't want to intermingle the banking or other accounts. I want that to be like two separate independent branches that use different banking accounts, accounts payable, and accounts receivable. The people who are in
      • Adding a Channel to SalesIQ

        I have a client that currently uses Zoho CRM and Zoho Desk. They would like a live chat to place on their website that has a mobile app and chat bots (something like SalesIQ). However, they would also like to have all this work over SMS as well. Does the SalesIQ API allow this? Can I add visitors without them being a visitor on a website? Thanks! Bryan Redeagle
      • DataPrep Bigquery Connection failed

        Hello everybody, I want to create a connnection beetwen Bigquery and Dataprep but when I try to connect my project I got this error Loading tables has failed. Table list fetched from the data source expired.
      • How Do I Refund a Customer Directly to Their Credit Card?

        Hi, I use books to auto-charge my customers credit card. But when I create a credit note there doesn't seem to be a way to directly refund the amount back to their credit card. Is the only way to refund a credit note by doing it "offline" - or manually-
      • Zoho Flow Needs to Embrace AI Agent Protocols to Stay Competitive

        Zoho Flow has long been a reliable platform for automating workflows and integrating various applications. However, in the rapidly evolving landscape of AI-driven automation, it risks falling behind competitors like n8n, which are pioneering advancements
      • Important Features Missing

        Hey all I love linkthread, but i am missing some important features. I want to be able to include my Google Tag Manager. I have all the important stuff in my GTM Container: Facebook Pixel, LinkIn Pixel, Zoho Pagesense and so on. So i am able to do retargeting
      • Zoho SignForms: Prefill parameters with spaces render as “+” in the document (even when using %20)

        Hello Zoho Sign team, we are using SignForms with prefill parameters passed via URL. Spaces in parameter values are being rendered as “+” in the finalized document—even when we URL-encode spaces as %20. This is critical for us because we prefill addresses
      • Currency selector (based on variable) usage in comparsion

        Hi, I've developed a currency selector based on the following topic, and it's working well in pivot tables and charts: https://help.zoho.com/portal/en/community/topic/how-can-i-allow-my-users-to-choose-a-currency-for-the-dashboard I also have a comparison
      • Customize Column in Projects - Default View for Template?

        Is there a way to have the columns you'd like to see added to a template? I want my customized columns to show up every single time I create a project from that template. It appears I can customize them in the template but when I create the project they do not transfer over.  Template: See below how the columns in order are : Task, Owner, Status, Assigned, Website URL, Blog H1..etc. When I create a project from that same template it comes out as: Task, Owner, Status, Tags, Start Date, End Date, etc
      • Ask the Experts 24: Analytics, data administration, and mobile experience with Zoho Desk

        Hello Everyone! Welcome back to the Ask the Experts(ATE) series! We were so focused on our Autumn 2025 release that we didn't host an ATE session last month. In this month's ATE, we'd like to expand our areas for discussion: we'd like to listen to your
      • Multi-Page Forms in Zoho Creator!

        Let’s make long applications easier to handle by dividing them into pages, adding a progress bar, and guiding users step by step through complex data entry. This would be a total game-changer for the user experience and could significantly boost completion
      • Email login error

        Login successfully but email page error
      • Shared Mailboxes Disappeared

        Zoho Mail users in our company haven't been able to see their Shared Mailboxes for the past few hours. I've checked with App and Web Access, but they can't access them. When I send emails to their addresses, I get no error messages. They're still visible
      • Next Page