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 (7/25)

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 (7/25)

ユーザーの皆さま、こんにちは。Zoho コミュニティチームの中野です。
7月開催のZoho ワークアウトについてお知らせします。

参加登録はこちら:
https://us02web.zoom.us/meeting/register/tZIkdOCvqz4vG9OZ4NNELacgaoirtWimF018

━━━━━━━━━━━━━━━━━━━━━━━━

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:7月25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
※事前に下記のお申し込みフォームよりご登録ください。お申し込みの受付は先着順とし、定員になり次第、締め切らせていただきます。
───────────────────────
───────────────────────

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!
‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥

Zoho ワークアウトの流れについて、以下のスライドにまとめました。まだ参加された経験がなく、興味をお持ちの方はこちらをご確認いただき、具体的なイメージをつかんでいただけますと幸いです。
‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥

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

      • Employees in Leave Policy exceptions

        In the Leave Policies we should be able to add specific employees to the exception list So it will be like All Employees except A,B,C in the exception list, currently we can only add departments etc
      • How get stock name from other column ?

        How get stock name from other column ? e.g. =STOCK(C12;"price") where C12 is the code of the stock
      • Adding a developer for editing the client application with a single user license

        Hi, I want to know that I as a developer I developed one application and handed over to the customer who is using the application on a single user license. Now after6 months customer came back to me and needs some changes in the application. Can a customer
      • Download an email template in html code

        Hello everyone, I have created an email template and I want to download it as html. How can i do that? I know you can do it via the campaigns-first create a campaign add the template and download it as html from there. But what if i don't want to create
      • Attachment is not included in e-mails sent through Wordpress

        I have a Wordpress site with Zeptomail Wordpress plugin installed and configured. E-mails are sent ok through Zeptomail but without the included attachment (.pdf file) Zeptomail is used to send tickets to customers through Zeptomail. E-Mails are generated
      • Upcoming Changes to the Timesheet Module

        The Timesheet module will undergo a significant change in the upcoming weeks. To start with, we will be renaming Timesheet module to Time Logs. This update will go live early next week. Significance of this change This change will facilitate our next
      • Best way to schedule bill payments to vendors

        I've integrated Forte so that I can convert POs to bills and make payments to my vendors all through Books. Is there a way to schedule the bill payments as some of my vendors are net 30, net 60 and even net 90 days. If I can't get this to work, I'll have
      • Cant update image field after uploading image to ZFS

        Hello i recently made an application in zoho creator for customer service where customers could upload their complaints every field has been mapped from creator into crm and works fine except for the image upload field i have tried every method to make
      • Billing Management: #4 Negate Risk Free with Advances

        In the last post, we explored how unbilled charges accumulate before being invoiced. But what happens when businesses need money before service begins? Picture this: A construction company takes on a $500,000 commercial building project expected to last
      • Is there an equivalent to the radius search in RECRUIT available in the CRM

        We have a need to find all Leads and/or Contacts within a given radius of a given location (most likely postcode) but also possibly an address. I was wondering whether anyone has found a way to achieve this in the CRM much as the radius search in RECRUIT
      • Zoho CRM Inventory Management

        What’s the difference between Zoho CRM’s inventory management features and Zoho Inventory? When is it better to use each one?
      • Cannot Enable Picklist Field Dependency in Products or Custom Modules – Real Estate Setup

        Hello Zoho Support, I am configuring Zoho CRM for real estate property management and need picklist field dependency: What I’ve tried: I started by customizing the Products module (Setup > Modules & Fields) to create “Property Type” (Housing, Land, Commercial)
      • Get Workflow Metadata via API

        Is there a way to get metadata on workflows and/or custom functions via API? I would like to automatically pull this information. I couldn't find it in the documentations, but I'm curious if there is an undocumented endpoint that could do this. Moderation
      • Zoho Projects - Q2 Updates | 2025

        Hello Users, With this year's second quarter behind us, Zoho Projects is marching towards expanding its usability with a user-centered, more collaborative, customizable, and automated attribute. But before we chart out plans for what’s next, it’s worth
      • FSM setup

        So we have been tinkering with FSM to see if it is going to be for us. Now is the time to bite the bullet and link it to our zoho books and zoho crm. The help guides are good but it would really help if they were a bit more in depth on the intergrations.
      • Upcoming Updates to the Employees Module in Zoho Payroll (US)

        We've made a couple of updates to the Employees module in Zoho Payroll (latest version of the US edition). These changes will go live today. While creating an employee Currently, the Compensation Details section is part of the Basic Details step, where
      • Possible to Turn Off Automatic Notifications for Approvals?

        Hello, This is another question regarding the approval process. First a bit of background: Each of our accounts is assigned a rank based on potential sales. In Zoho, the account rank field is a drop-down with the 5 rank levels and is located on the account
      • ZOHO Creator subform link

        Dear Community Support, I am looking for some guidance on how to add a clickable link within a Zoho Creator subform. The goal is for this link to redirect users to another Creator form where they can edit the data related to the specific row they clicked
      • Allow Resource to Accept or Reject an Appointment

        I have heard that this can be done, is there any documentation on how?
      • Create new Account with contact

        Hi I can create a new Account and, as part of that process, add a primary contact (First name, last name) and Email. But THIS contact does NOT appear in Contacts. How can I make sure the Contact added when creating an Account is also listed as a Contact?
      • How To Insert Data into Zoho CRM Organization

        Hi Team I have this organization - https://crm.zoho.com/crm/org83259xxxx/tab/Leads I want to insert data into this Leads module, what is the correct endpoint for doing so ? Also I have using ZohoCRM.modules.ALL scope and generated necessary tokens.
      • Where can I get Equation Editor por Zoho Writer?

        I need to use Math Formulas in my document. Thank you.
      • Filtering repport for portal users

        Salut, I have a weird problem that I just cannot figure out : When I enter information as administrator on behalf of a "supplier" portal user (in his "inventory" in a shared inventory system), I can see it, "customer" portal users can see it, but the
      • Zoho Inventory. Preventing Negative Stock in Sales Orders – Best Practices?

        Dear Zoho Inventory Community, We’re a small business using Zoho Inventory with a team of sales managers. Unfortunately, some employees occasionally overlook stock levels during order processing, leading to negative inventory issues. Is there a way to
      • BUTTONS SHOWN AS AN ICON ON A REPORT

        Hi Is there any way to create an action button but show it as an icon on a report please? As per the attached example? So if the user clicks the icon, it triggers an action?
      • Dropshipping Address - Does Not Show on Invoice Correctly

        When a dropshipping address is used for a customer, the correct ship-to address does not seem to show on the Invoice. It shows correctly on the Sales Order, Shipment Order, and Package, just not the Invoice. This is a problem, because the company being
      • RFQ MODEL

        A Request for quotation model is used for Purchase Inquiries to multiple vendors. The Item is Created and then selected to send it to various vendors , once the Prices are received , a comparative chart is made for the user. this will help Zoho books
      • Will zoho thrive be integrated with Zoho Books?

        title
      • Product Updates in Zoho Workplace applications | August 2025

        Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications this August. Zoho Mail Delegate Email Alias Now you can let other users send emails on your behalf—not just from your primary
      • Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked

        Hi, I sent few emails and got this: Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked And now I have few days since I cant send any email. Is there something wrong I did? Also can someone fix this please
      • Want to use Zoho Books in Switzerland. CHF support planned?

        Hi, We're a Swiss company using other Zoho suite software and I discovered Zoho Books and other accounting SaaS when looking for an accounting tool. Do you intend to cover Switzerland and CHF based accounting anytime soon? Roy
      • Celebrating Connections with Zoho Desk

        September 27 is a special day marking two great occasions: World Tourism Day and Google’s birthday. What do these two events have in common (besides the date)? It's something that Zoho Desk celebrates, too: making connections. The connect through tourism
      • Adding Overlays to Live Stream

        Hello folks, The company I work for will host an online event through Zoho Webinar. I want to add an overlay (an image) at the bottom of the screen with all the sponsors' logos. Is it possible to add an image as an overlay during the live stream? If so,
      • Email Sending Failed - SMTP Error: data not accepted. - WHMCS Not sending emails due to this error

        I have been trying to figure out a fix for about a week now and I haven't found one on my own so I am going to ask for help on here.  After checking all the settings and even resetting my password for the email used for WHMCS it still says: Email Sending Failed - SMTP Error: data not accepted.  I have no clue how to fix it at this point. Any insight would be lovely. 
      • Zoho Flow - Update record in Trackvia

        Hello, I have a Flow that executes correctly but I only want it to execute once when a particular field on a record is updated in TrackVia. I have the trigger filters setup correctly and I want to add an "update record" action at the end of the flow to
      • Add Comprehensive Accessibility Features to Zoho Desk Help Center for End Users

        Hello Zoho Desk Team, We hope you're doing well. We’d like to submit a feature request to enhance the client-facing Help Center in Zoho Desk with comprehensive accessibility features, similar to those already available on the agent interface. 🎯 Current
      • Zoho CRM mobile: Support for rich text in multi-line fields, Image upload field, and more

        Hello everyone, We've made a few enhancements to the Zoho CRM mobile app to improve your experience. Here's what's new: Rich text support for multi-line fields (iOS) Image upload field support (iOS and Android) Tool tip markdown (iOS) Rich text support
      • Rename Record Summary PDF in SendMail task

        So I've been tasked with renaming a record summary PDF to be sent as part of a sendmail task. Normally I would offer the manual solution, a user exports the PDF and uploads it to a file upload field, however this is not acceptable to the client in this
      • in zoho creator Sales Returns form has sub form Line Items return quantity when i upate the or enter any values in the sub form that want to reflect in the Sales Order form item deail sub form field Q

        in zoho creator Sales Returns form has sub form Line Items return quantity when i upate the or enter any values in the sub form that want to reflect in the Sales Order form item deail sub form field Quantity Returned\ pls check the recording fetch_salesorder
      • Estimates with options and sub-totals

        Hi It seems it would be great to be able to show multiple options in an estimate. For instance I have a core product to which I can add options, and maybe sub-options... It would be great to have subtotals and isolate the core from the not compulsory items. Thanks
      • Next Page