5名限定 課題解決型ワークショップイベント Zoho ワークアウト開催のお知らせ （10/31）

5名限定 課題解決型ワークショップイベント Zoho ワークアウト開催のお知らせ （10/31）

ユーザーの皆さま、こんにちは。Zoho ユーザーコミュニティチームの藤澤です。

10月開催のZoho ワークアウトについてお知らせします。

​

━━━━━━━━━━━━━━━━━━━━━━━━

 

Zoho ワークアウトとは？

Zoho ユーザー同士で交流しながら、サービスに関する疑問や不明点の解消を目的とした「Zoho ワークアウト」を開催します。

 

Zoho サービスで完了させたい設定やカスタマイズ、環境の整備など……各自で決めた目標達成に向け、

他の参加者と同じ空間で作業を行うイベントです。先輩ユーザーや他の参加者と意見交換をしながら集中して作業に取り組むことが可能です。

━━━━━━━━━━━━━━━━━━━━━━━━

 

◎このような方におすすめ

 

Zoho サービスの設定 / 検証作業を行うためにまとまった時間を取りたい方

他のユーザーの皆さんとZoho サービスに関するアドバイスや情報の交換を行いながら集中的に作業したい方

Zoho サービスの構築作業に孤独感を抱いている方

Zoho ユーザーと知り合って交流を深めたい方

 

なお、本イベントはユーザーさん同士で交流しながら課題解決に向けて作業に取り組むことを目的としたイベントです。

Zoho 社員へ直接お問い合わせを希望される方は、日本語サポート窓口をご利用ください。

───────────────────────

▼ゾーホージャパン日本語サポート窓口：https://support.zoho.co.jp/portal/ja/home

───────────────────────

※弊社パートナー企業・代理店より購入された方は、こちらの窓口ではなく購入先の企業さまへお問い合わせください。

 

 

◎過去の取り組み / ディスカッション例

・Zoho サービスの初期設定 / Zoho サービス同士の連携設定

・Zoho サービスの使い分け方（Zoho CRM フォーム機能 vs Zoho Forms / Zoho Survey vs Zoho Forms / Zoho Connect vs Zoho Learn など）

・Zoho CRM クライアントスクリプト

・参加者同士のサービス活用方法共有

 

‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥

◎開催概要

 

日時：10月31日（木）14:00 - 16:00

形式：オンライン（Zoom ミーティング）

 

※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。その間はチャット対応が可能な状態での接続をお願いします。

※途中参加 / 退室可能です。

 

対象サービス：Zoho CRM などのZoho サービス（有償でご利用中のもの）

募集人数：5名　※定員に達したため、受付を終了しました。


本イベントについて、SNS / ブログなどでもご感想を書いていただけますと、励みになりますのでぜひお願いします。

以下のハッシュタグを追加して、他のユーザーと情報交換しましょう！

#Zohoワークアウト

‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥

 

◎アドバイザーの皆さんが普段利用されているZoho サービス

Zoho CRM 、Zoho Campaigns 、Zoho SalesIQ、Zoho Social、Zoho Desk 、Zoho Forms、Zoho Books、Zoho Flow などの単体サービス、

あるいはZoho CRM Plus やZoho One などのパッケージ。

 

参加者の皆さん同士で作業中に会話をしたり、ご自身のZoho サービスの画面を共有しながらお互いにアドバイスや情報を交換します。

よりご自身のビジネスに合った環境の構築やカスタマイズを目指しましょう！

‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥

 

 

以上、ご検討のほどよろしくお願いいたします。

Zoho 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

      • Change format of quantity format

        Hi,  I would like to change the qunatity format from 1,00 to 1.  Is this possible?   thanks!

      • Ticket Views: filter criteria -> dynamic date values in relation to the current date

        Hello all, It would be very helpful if you could build custom views in such a way that you do not have to adjust the criteria daily or at whatever interval in order to change the fixed date value as needed. For example, I would like to create a view that,

      • Captchas: No support for Google reCAPTCHA or similar

        Hi all, The current captcha integrated into Creator is very basic, and often near-impossible to read. I'm building an app for a charity which includes a couple of public-facing forms, and this is a real issue for people with dyslexia and related conditions - it's effectively excluding them if you want any form of spam protection at all on your published forms (and that being said, the current captcha doesn't even seem very effective - bots can often read it more easily than humans). I've raised this

      • Maintain consistency in ticket responses with shared snippets

        Hello everyone! We are excited to announce that our highly anticipated snippet sharing feature is now available to all users. As you know, snippets are pre-defined message templates, or canned messages, that help agents respond to tickets with efficiency.

      • Tickets - Zoho Desk

        Hi Team, My Clients need to see their tickets created and the status of the ticket in the Zoho Support Desk itself. How can I do this? My Client doesn't have a Zoho Account. They need to access the ticket by the provided link without signing in.

      • Automatically assign Contacts to Account owners

        Hi, I have a finite number of accounts set up in the CRM, and each new contact that comes in is automatically assigned to an Account according to a rule I set up. I want the Contact owner in the Contacts module to be assigned to the relevant Account owner.

      • Making Copies/Duplicates of Zoho Forms (Shared)

        Question to the community: is there a way to take a 'shared form' , make a duplicate copy and save under My Forms, so that i can use that which was already created as a template to make updates to and use as a test form and be able to have full access,

      • Using IMAP configuration for shared email inboxes

        Our customer service team utilizes shared email boxes to allow multiple people to view and handle incoming customer requests. For example, the customer sends an email to info@xxxx.com and multiple people can view it and handle the request. How can I configure

      • Can you help us creating a customised form with payment link?

        I would like to create a customised Transport form where the user will be asked to make payment basis the drop/ pick up they select.

      • Deleting or disabeling predefined ticket list views

        Is it possible to delete or disable predefined views or is this still not possible? For instance, we are not using the chat function and therefore have no use for the "Missed Chats" view. Thanks!

      • How to restore deleted Field

        I edited a field in zoho form and by accident I deleted a field (email address). The form is ongoing to be filled by respondent. Then, when I checked to the all entries and report, the email address is gone. I checked in audit log, there is a record that

      • Unable to load your extension. Please check your plugin-manifest or Resources.json.

        Hi Team, I am using the config module with multiple fields of different types, such as checkboxes and picklists. However, I am encountering the following issues: Error Message: When loading the extension, I get the error: "Unable to load your extension.

      • Remove or hide default views

        I'm looking to only have the views pertinent to my organization.  Is there a way to show only my custom views (or separate them to a different area or something)? If not, this should be a feature as switching from Zendesk we had this option...

      • No Sales Returns on SO's with Dropped Shipped items + Inventory Items

        We have encountered an issue in Zoho related to sales orders that include both dropshipped items and inventory items. Specifically, it is currently not possible to create sales returns for the company’s own inventory items from these sales orders. This

      • Layout Rules / Quick create

        Hello, is there a way to create a layout rule for quick create option? Regards, Katarzyna

      • Issue with Create Note Button and Popup Form in Leads Module

        Hello Zoho Community, I am trying to implement a "Create Note" button in the Leads module with the following functionality: 1. When the button is clicked, a form should pop up with fields to add notes. 2. After filling out the form and clicking Send,

      • Finding draft ticket replies

        Is there a way to see all tickets which have draft replies?

      • Guidance on Making Zoho Desk Connections Available for All Data Centers

        Hi Team, I’m currently developing an application using Zoho Desk connections to manage OAuth for my third-party products. Could you please advise on the steps required to make it available across all data centers? Looking forward to your thoughts on

      • Caso de Uso | Menos trámites, más salud: Clínicum optimiza sus recursos con Zoho One

        "La automatización del proceso de solicitud de bajas y su trazabilidad a través de Zoho nos ha supuesto una mejora en el ROI." - Carol Rodríguez, Responsable de Experiencia del Cliente interno y externo en Clínicum ¡Hola a todos! Estamos emocionados de

      • Is it possible to disable Chat Waiting Time, or to make it indefinite?

        We have used many online chat services over the years. However, Zoho's SalesIQ appears to be the only one we've tried that has a mandatory time limit where we must respond to new customer queries. We are a small business so we have no dedicated staff to monitor incoming chats, which makes this requirement very undesirable. (There have been no complaints from our clients when we're slower to follow up.) Is there an option I'm missing to turn Chat Waiting Time off, or to allow an infinite wait time?

      • Double opt-in notifications and customizable confirmation messages for your webforms

        Dear CRM Community, We are excited to announce a major upgrade to our Webforms feature. You can now customize the confirmation message shown to your users who double opt-in from your webform and also customize your confirmation emails when they submit

      • Bulk create tasks - Zoho Projects API

        Hi Zoho/Community, I am trying to create multiple tasks in a single API call, is there a way we can combine multiple request bodies into one single payload? The issue I am facing is the rate limiting on the API, I wanted to create certain amount of tasks

      • Task Due dates and Reminder Date & Time

        I like to have a reminder on many tasks in Zoho Recruit. I find the process cumbersome in that each task requires the following: 1. click and select due date 2. Click the reminder box 3. Click on (Reminder) Start Date 4. Click on (Reminder )Time If one

      • Unable to Access Admin Console and Email Sending Issues

        Hello Zoho Support Team and Community, I hope this post finds you well. I am currently facing two significant issues with Zoho services: Admin Console Access Issue: Every time I try to access the Zoho Admin Console, it gets stuck on the loading screen

      • Tracking new lead response time

        Hi, I have a team of Sales Development Reps, who have a KPI of responding to a lead within 20 mins or less once it hits the system.  I seem to recall that Zoho CRM had the capability to track this in a previous version, but don't see it anywhere.   It's

      • Getting The Following Error.. 550 5.4.6 Unusual sending activity detected

        I just launched a marketing campaign and I got this error. Everything was working fine previously. This is a big launch so need to fix it asap. Can anyone help?

      • mail

        Frequent sending of this email, what does this mean? How to solve it

      • Printing on 80mm bluetooth Pos Printer

        Hello. I am trying to print receipts and invoices using my 80mm bluetooth connectivity Pos printer. I have configured the Templates to Retail so that it matches the paper width of the Pos printer. However, when I click Print in zoho, first it opens the

      • Trying to integrate gmail but google keeps blocking Zoho access for integration??

        hi i am trying to integrate a gmail account so can track/access business emails this way. I have followed the instructions but after selecting my email account it gets re-routed to this message (screengrab below) Can anyone advise a way around this or

      • Which attribute in Zoho books invoice api represent branch attached to the invoice?

        Hi Zoho Team, We have done the integration with Zoho Books API. While fetching data from Invoice API we want to get branch value attached to the invoice. We could not figure out which field in "Get an Invoice" api represents branch value attribute. Thanks

      • How to Billed from two different GST Numbers

        How to Billed from two different GST Numbers. Suppose ABC & Co had GST registration in Delhi and Haryana and Zoho account is created with Delhi GST Registration number. Now i also want to issue invoice from Haryana GST Registration number. How can i proceed ?

      • How to hide Predefined views

        Hi, I would like to know how to hide: Predefined views and Recent views or some records from this list. If I'm using it form iPad I have to scroll to see User created views. Or maybe it's possibility to move User created views on the top. All the best,

      • Is it possible to trigger the review process when a record is edited?

        Hello, I need to trigger a review process whenever a field is updated to a specific value. This field is empty when the record is created and is only filled later. I know the approval process exists, but that's not what I'm looking for in this case. What

      • How to Customize Task Creation to Send a Custom Alert Using JavaScript in Zoho CRM?

        Hello Zoho CRM Community, I’m looking to customize Zoho CRM to send a custom alert whenever a task is created. I understand that Zoho CRM supports client scripts using JavaScript, and I would like to leverage this feature to implement the alert functionality.

      • Deleting Views

        How do you delete views? Please syd

      • Fixed Assets

        Where would I manage my fixed assets

      • Create a purchase order in vendor's currency

        I am having a problem working this out and would appreciate some suggestions. We have Books and Inventory working in tandem. We are in Australia, our product is sold in Australia in $A and obviously all our invoices, accounts and reports need to be in

      • Report on Assets

        Hi,  Is it possible to report purchased assets on a specific year? The Balance Sheet shows everything up to the current date, and the expense reports will not show purchased assets because they are assets not expenses. If it is not possible, then is it possible to setup an API connection with Books to extract data from to another Reporting application?

      • Purchase of Fixed Assets

        How can I record the purchase of assets using zoho books? For example, I purchased 4 laptop for 100000 $ each and paid it through my bank account. How can I record this transaction and maintain track of how much of the assets I bought?

      • Where is the Fixed Asset Register?

        I am a Zoho One user for 18 months, using invoicing and CRM and now ready to migrate my books to Zoho Books. Where do I keep the fixed asset register for the equipment that I use in my business? I have a service based business with a lot of gear and business

      • Next Page