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

      • Market cap

        Market cap formula?? Kaise nikale
      • Create project (flow) and assign to person without account (company)

        Hi Zoho Support & Community, I'm trying to automate a process using Zoho Flow to create a Zoho Project and link it directly to a Zoho CRM Contact. This reflects our B2C workflow where we primarily deal with individual Contacts, not Companies/Accounts.
      • Mail and OS

        Jai Hind! Zoho is doing good by creating good software (made in india) on par with other tech giants. 🥰 Suggestion: 1. Whenever we sign up on zoho mail its asking for other mail id. It shouldn't be like that. You should ask general details of a user
      • Need Help to setup plugs along with codeless bot buidler. To send sms OTPs to users via Zoho Voice and to verify it

        Need Help to setup plugs along with codeless bot buidler. To send sms OTPs to users via Zoho Voice and to verify it. I get leads from our website and we need to make sure those are not junk. So we are using proactive chat bot and we need mobile OTPs to
      • Direct Integration Between Zoho Cliq Meetings and Google Calendar

        Dear Zoho Team, We’d like to submit the following feature request based on our current use case and the challenges we’re facing: 🎯 Feature Request: Enable meetings scheduled in Zoho Cliq to be automatically added to the host's Google Calendar, not just
      • Zoho sheet

        Unable to share zoho sheet with anyone on internet with editer option only view option is show
      • Personal account created under org account

        Hi there, I am Jayesh. We are using ME Central, and we have an account by the email ID soc@kissht.com.. Now I have created a personal account., jayesh.auti@zohomail.in, accidentally. Can you help me to remove this jayesh.auti@zohomail.in from my organization
      • Add another account

        How to add another mail account to my zoho mail.
      • Recover deleted user

        Hi by mistake i have deleted an added user and his email associated. Please help me recover it thank you.
      • No connection to the server

        Hello! I can't add a new email address to my mailbox because your server is rejecting me. Please help. I took and added a screenshot of this problem Marek Olbrys
      • Emails missing from desktop but visible on phone

        Subject says it all. Windows 11 laptop. Apple phone. all systems up to date.
      • Website Hosting

        Hello, I want to host my domain on Hostinger, and I want my emails to run through Zoho Mail. Please provide me with the SPF record, MX record (Type: TXT), and A record, so that I don’t face any issues with my emails. My website is on Hostinger hosting,
      • Can not search zoho mail after update V.1.7.0

        i can not search mail on to and cc box from attached picture and then search contacts box can't click or use anything. include replay mail too.
      • How to retreive the "To be received" value of an Item displayed in Zoho inventory.

        Hi everyone, We have our own Deluge code to generate a PO according to taget quantity and box quantity, pretty usefull and powerful! However, we want to reduce our quantity to order according to "To be received" variable. Seems like this might not even
      • Kaizen #211 - Answering your Questions | Using Canvas and Widgets to Tailor CRM for Mobile

        Howdy, tech wizards! We are back with the final post in addressing the queries you shared for our 200th milestone. This week, we are focusing on a couple of queries on Zoho CRM mobile configurations and custom payment gateway integration. 1. Mobile SDK
      • Remove "Invalid entries found. Rectify and submit again" modal

        Following up on a post from a few years back, but can the Zoho team consider either removing the 'Invalid entries found. Rectify and submit again' modal that displays for empty mandatory fields OR allow an admin to change it? I've built a custom error
      • Cadence reports as front-end reports

        Hello everyone, We have built a cadence which is connected to the Leads module. There are 11 steps in total, 7 are automatic emails and 4 are tasks for the Lead owners. As admins, we have access to this (very nicely made) 'View Reports' tab where we can
      • Show elapsed time on the thank-you page?

        Is it possible to display the total time a user spent filling out a Zoho Form on the thank-you? I’d like to show the difference between the `form submission timestamp` and the `start time` (currently have a hidden Date-Time field set to autofill the date
      • I need to do crud with snippet html

        I need to implement a form with an improved user interface. I would like to use snippets to build a CRUD that allows me to create and update records. How could I achieve this using snippets?
      • Incorrect “correct” password on email client apple mail

        I have troubleshot this account several times. I have deleted and re added account. It keeps saying incorrect password. Can you check that it is not locked on your end?
      • Is it possible to lock editing subform rows?

        Ideally editing would only be locked after the form has been updated but I still want them to be able to add new subform records at any time and they should be able to delete rows from the subform. It is a named subform if that's relevant however the
      • What is the maximum file size of a video upload in Zoho chat?

        Can I upload a 20 mb video file and share it with my colleagues? 
      • Update a field in ALL all calls under a contact

        HI guys! I have written some deluge code to update a field in my calls after i have comepleted the call, i need this field to update in all my scheduled calls as well that are comeing up. I just cant seem to get it to work, i have put teh code below,
      • Verifying Zoho Mail Functionality After Switching DNS from Cloudflare to Hosting Provider

        I initially configured my domain's (https://roblaxmod.com/) email with Zoho Mail while using Cloudflare to manage my DNS records (MX, SPF, etc.). All services were working correctly. Recently, I have removed my site from Cloudflare and switched my domain's
      • Fat Download of Ulaa Browser

        I just observed that Ulaa Browser is offering an one-capsule big download. These days it is a custom to offer a small bootstrap downloader and based on user customization options an appropriate download completes. And this is particularly common with
      • Billing Management: #8 Usage Billing in Logistics & Delivery Services

        The logistics and delivery industry thrives on movement and precision. Every delivery completed, every kilometre driven, and every ton transported is a measurable activity. However, billing often lags behind. Many logistics companies still rely on fixed-rate
      • Tags for New Tickets

        Hi there, When creating a new ticket, there is currently no way to choose a tag you would like to associate with the new ticket. Being able to associate a tag while creating a new ticket will be very beneficial as it will save time and flow well with
      • Zoho Desk: No Incoming email

        Is Zoho Desk services down? No incoming email reflect to desk tickets.
      • Zoho CRM - Widgets | Update #3 : Introducing SDK V1.5 along with new ZDK Methods and ZRC Support

        Hello everyone! Widgets in Zoho CRM just got a big upgrade! With the release of SDK v1.5, developers can now create more immersive widget experiences. This update elevates Widget development with new ZDK methods for easier interactivity and ZRC support
      • Unusual activity detected, account blocked

        I am unable to send emails and am getting the error "Outgoing blocked: Unusual activity detected. To unblock your account, please and submit a request. Learn more.". I am unsure as to why this is happening since all my activity is legitimate, mainly confirmation
      • Unable to Send Emails – Outgoing Mail Blocked (Error 554 5.1.8)

        Description: Hello Zoho Support Team, I am facing an issue with my Zoho Mail account ( admin@osamarahmani.tech ). Whenever I try to send an email, I get the following error: 554 5.1.8 Email Outgoing Blocked I would like to clarify that I have not done
      • Issue connecting Zoho Mail to Thunderbird (IMAP/SMTP authentication error)

        Dear Zoho Support, I am trying to configure my Zoho Mail account on Thunderbird, but I keep getting authentication errors. Account: info@baktradingtn.com Domain: baktradingtn.com Settings used: IMAP: imap.zoho.com, Port 993, SSL/TLS, Normal Password SMTP:
      • Payment issue with Mail Lite plan – personal NIF not accepted as payment info

        Hello, I have already contacted Zoho Support by email regarding this, but since I haven’t received any reply yet, I’m sharing it here as well to see if the community can help. I’m facing a payment issue for my Mail Lite plan. I have a personal account
      • Customer payment alerts in Zoho Cliq

        For businesses that depend on cash flow, payment updates are essential for operational decision-making and go beyond simple accounting entries. The sales team needs to be notified when invoices are cleared so that upcoming orders can be released. In contrast,
      • Figma in Zoho Creator

        Hi Team, I’m creating a form using Figma and would like to know how to add workflows like scheduling, custom validation, and other logic to it. Can anyone help me understand how to set this up for a Figma-based Creator UI form?
      • Not receiving Gmail confirmation email to send emails as Zoho account from Gmail

        Hello! I'm having an issue with the "Send mail as" option on Gmail. I am not receiving the confirmation email on my Zoho Mail account. A few days ago, it worked, then it stopped, and now when I try to fix it, I simply don't receive the confirmation email
      • Restore lost Invoice!

        Some time ago I tried to Upgrade from Invoice to Books. I not upgraded and staid n Invoice. Now i tried again and first i deleted the old trial of books. But now all is gone, PLEASE HELP!! i have no backup and i have to have at least 7 years data retention by law. 
      • Zoho Desk Down

        Not loading
      • lookup and integrated forms

        I might be misunderstanding things but I wanted to integrate our zoho crm contacts into creator. I imagined that when I used the integration it would mirror into creator. It did brilliant. BUT We have a ticket form in creator that we want to use a lookup
      • Partially receive PO without partial Bill?

        Most of our inventory is pre-paid. Let's say we purchase 30 pieces of 3 different items for a total of 90 pieces. It is common for our supplier to send us the items as they are ready. So we will receive 30 pieces at a time. How can I partially receive
      • Next Page