【東京/大阪/名古屋】 12月 Zoho ユーザー交流会(Meetup)のお知らせ | ユーザーの活用事例を直接聞ける学びの場!

【東京/大阪/名古屋】 12月 Zoho ユーザー交流会(Meetup)のお知らせ | ユーザーの活用事例を直接聞ける学びの場!

今年も残り1ヶ月半となりましたが、ユーザーの皆さまいかがお過ごしですか?

さてZoho コミュニティでは、今年最後のZoho ユーザー交流会を開催します。今回は東京 / 大阪 / 名古屋の3都市で開催です!
各地域のユーザーさんによるZoho 活用事例や、自社活用・運用について情報交換が出来るワークショップなどをご用意しています。
ユーザー同士リアルな場で交流しながら、サービスの深い理解につなげませんか?

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ーーーーーーーーーーーーーーーー

🟣東京ユーザー交流会 12/15(金) 18:00-20:20
・会場:AP品川 (一部オンライン配信あり)
・予定セッション:
 ーZoho サービス活用事例:調整中
 ーZoho 社員セッション:Zoho マーケティング部のMA活用法

詳細/申し込みはこちら︎▷▷https://zoho.to/Meetuptky12_forum

🟠 大阪ユーザー交流会 12/7(木) 18:00-20:20
・会場:AP大阪茶屋町
・予定セッション:
 ーZoho サービス活用事例:Zoho CRM を業務のWorkdeskとして使おう!
 ーZoho 社員セッション:Zoho マーケティング部のMA活用法

詳細/申し込みはこちら︎▷▷https://zoho.to/Meetuposk12_forum

🔵名古屋ユーザー交流会 12/8(金) 18:00-20:20
・予定セッション:
 ーZoho サービス活用事例:「顧客伴走支援から学ぶZoho One の活用術と可能性」(CRM / Campaigns / Forms / PageSense )
 ーZoho 社員セッション:Zoho マーケティング部のMA活用法

詳細/申し込みはこちら▷▷https://zoho.to/Meetupngo12_forum

ーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーー

詳細は、随時Webページに更新いたします。

以前から本イベントに参加いただいているユーザーさんも、この投稿を見て初めて興味を持った方も、関係部署の方々をお誘い合わせの上、ぜひご参加ください。
多くのユーザーさんにお会いできること、ZOHOメンバー一同楽しみにしています!


▼ユーザー交流会って何をするの?前回の様子はこちら▼








      • 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

        • Add export option that only export one or selected notebooks

          Currently the export function will export ALL data every time, this not only wastes user bandwidth, disk I/O and local storage space, but also consumes more resources on the server. Partial export should be a very basic and easy-to-implement feature.
        • Power of Automation :: Design your Ideal Task form with Task Layout Rules.

          Hello Everyone, Use case:- One of our customers, who is managing their entire workflow in Zoho Projects wanted to dynamically display task fields based on the type of task being created. For instance, if a task falls under the "Shipment" category, only
        • Master account and move under member account How do I do it?

          I have a master account with a customer on which the customer has 4 sales points located in different places around them that I would like to add to my Master account under the member account but I can't figure out how to add them since they are currently
        • Creating a whatsapp channel in instant messaging in zoho desk - error Oops, something went wrong. Please try again later.

          Creating a whatsapp channel in instant messaging in zoho desk - error Oops, something went wrong. Please try again later.
        • Quoted item subform setup button missing to add back unused field. (Zoho CRM professional edition)

          With Zoho CRM professional edition, understand that we couldnt further customize subform. But i notice there is no setup button for me to add back unused field that i accidentally removed (Tax field). it doesn't appear on left panel unused field as well.
        • Updating Zoho Multi-Select Lookup via Deluge Script

          I need to copy the ID of a lookup field (Match_with_IP) in the to the ID of a multi-select lookup field in the contact (Match_with_IP). I have the following script: record = zoho.crm.getRecordById("Contacts",ID); M_record = zoho.crm.searchRecords("Deals","(Matched_with_GC:equals:"
        • Cliq iOS can't see shared screen

          Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? Regards
        • Open a popup window from inside Record A and stay on the record after saving Record B

          Hello community, Perhaps you can help me with the following topic. I have a form A with a decision box. When this decision box is checked, a form B pops up. Once Form B is saved, I need to stay on Form A to continue entering data. I've observed the following
        • Enhancements in Canvas

          Dear All, Greetings! Canvas lets you design the record details page to suit your brand or business preferences. We are glad to introduce the following enhancements to uplift your design experience. Reusable Components Style Presets Let's go! Reusable
        • Now filter your records by multi-select pick list values from a dropdown with additional operators

          Hi everyone, Here's an update to help you elevate your filtering experience. You can now say goodbye to the cumbersome string values in filtering places for your multi-select picklist fields and say hello to a dropdown interface. It is now possible for
        • Multiple Pipelines

          Is it possible to create multiple candidate pipelines?
        • Cross-Data Center Collaboration and / Or allowing users to choose DC

          Dear Zoho Cliq Support Team, We are writing to request a significant enhancement to Zoho Cliq that would greatly benefit our geographically dispersed development team. Current Challenge: Currently, Zoho Cliq automatically routes users to specific data
        • Solicitud revisión y desbloqueo correos de el dominio ecuatoys.com.ec

          Hola equipo de Zoho, Mi cuenta de correo asociada al dominio ecuatoys.com.ec está bloqueada para el envío de correos (Error 554 5.1.8 Email Outgoing Blocked). Quisiera solicitar su revisión y desbloqueo. Ya tengo correctamente configurados los registros
        • MS Teams for daily call operations

          Hello all, Our most anticipated and crucial update is finally here! Organizations using Microsoft Teams phone system can now integrate it effectively with Zoho CRM for tasks like dialling numbers and logging calls. We are enhancing our MS Teams functionality
        • Create Funnel to Track Email Outreach Conversion

          Hello, We would like to create a funnel that measures: N° of emails sent -> N° of emails opened -> N° of emails responded We would like to measure this email response conversion rate for each of our SDRs. We use the analytics tool of Zoho CRM and not
        • Log for Scheduled Reports

          Hello, Is there somewhere to view a log of the successful and/or failed delivery of Scheduled Reports? We have users who only receive them sporadically instead of at the scheduled intervals and I'd like to understand what causes the problem when it occurs.
        • Why ZOHO Function Can't Read Custom Field API In Quotes Module (Subform)

          I’m using a Deluge function to transfer data from a subform in the Quotes module to a subform in the Accounts module. Everything works except for a custom picklist field in Quotes—no matter what I try, the Zoho API can’t read that field ("Status_sb").
        • Modules are continuously loading

          Hi! We are not able to open the task modules, it keeps continuously loading
        • How to get the call recording external ID via desk API

          I have enabled phonbridge integration with Zoom Call. I am trying to access the call recording in Zoom by calling Zoom API. I have built a Desk workflow to trigger on a new call, to call a custom function. when calling the API, the response doesn't contain
        • Need the ability to have read only fields on a form.

          There needs to be functionality in Creator that allows a field on a form to be read only. Most screen building software applications have this capability. I know you can hide certain fields from specific users and that you can also make the whole form read only but that's not the functionality I need. I want to be able to create a form where certain fields are editable and other are for display purposes only (read only). For example if the form was displaying information on an item that the user
        • 【Zoho CRM】BCCメール取り込みのアップデート

          ユーザーの皆さま、こんにちは。コミュニティチームの中野です。 今回は「Zoho CRM アップデート情報」の中から BCCメール取り込み用メールアドレスの認証についてご紹介します。 ・既存のBCCメール取り込み用のメールアドレスは、2025年5月15日までに認証する必要がございます。 BCCメール取り込みは、さまざまなメールアドレスから送信されたメールをZoho CRMのレコードと同期させる機能です。 BCCメール取り込み用のメールアドレスをBCCに追加するだけで、該当のメールがレコードと関連付けされます。
        • Can we have Backorder Management ?

          Can we have Backorder Management ?
        • Sending Recruit SMS's to Zoho Cliq - Or tracking in the Messages module in Recruit?

          Is there any way to send SMS Gateway messages in Recruit to ZOho Cliq? We use 2-way SMS massages a lot in Zoho Recruit to speed up communication with Candidates. However the only way to keep track of received SMS's is by keeping a look out for the Email
        • CRM->INVENTORY, sync products as composite items

          We have a product team working in the CRM, as it’s more convenient than using Books or Inventory—especially with features like Blueprints being available. Once a product reaches a certain stage, it needs to become visible in Inventory. To achieve this,
        • Add timestamp when checkbox is checked in ZohoCRM

          I have two fields. One is a checkbox field called "Check", one is a formula field called "Date" in my ZohoCRM Leads Module. I want the formula field to AUTOMATICALLY populate with the date when I check the box next to it. Can this be done? 
        • Customer Statement Templates

          Hi  In know that Credit Note Templates have already been proposed but I would also like to see Customer Statement templates as well please. Thanks Gene
        • 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
        • HTML Email in Zoho Books

          Is it possible to create custom html email template in zoho books. 
        • Agents permission per department

          Hi Team, can I setup permission for each agent what they can do in each department, for example I want account department agents to only have view access to support department tickets and not allowed to assign or reply to clients. I am sure this would
        • Don't allow scheduling service on same day

          Is there a way when setting up a Service for people to schedule to not allow them to schedule it for the same day, only a future date? We don't want people scheduling their meeting/service without giving us time to prepare for it.
        • Presenting the brand new Zoho Bookings!

          Hello everyone, Greetings from Zoho Bookings! We're happy to announce a new version of our product with enhanced features to simplify scheduling, coupled with a sleek interface and improved privacy across teams. Here's what you can expect from the latest
        • Expense Entry Error When Trying To Save (Related To Taxes)

          Hey folks, I've been trying to enter my first few expense entries in Zoho Books and I'm faced with the following error. "You cannot perform tax related operations when you are not registered for tax." But I have my HST/GST enabled and the tax rates are
        • Onboarding Zoho sign documents?

          I was wondering something about using the Zoho sign integration with the candidate onboarding process. We set up the entire onboarding process and we have added documents that the candidate needs to review and sign digitally using Zoho Sign. This part
        • Email Templates - Is There a Ticket Placeholder for Billing Entity ID

          Was looking to add Billing Entity ID as a placeholder in a ZoHo email template. https://help.zoho.com/portal/en/kb/desk/customization/templates/articles/creating-and-managing-email-templates#Guide_to_Placeholders e.g. the placeholder for Account would
        • Integration with Woocommerce

          Hi, Do you have plan to make integration with other e-commerce platforms, for example Woocommerce / Shopify / Magento ?  Thanks. 
        • Se puede mover un Cliente de un modulo a otro personalizado

          Hola, tengo una duda que me gustaría resolver: Actualmente trabajo con dos módulos: Seguimiento de Venta y Cierre de Ventas . Mi objetivo es que, cuando desde el módulo de Seguimiento se marca una venta como "Venta Efectiva" , el cliente sea movido al
        • Export Data & Attachments

          Hi, I am wondering whether it is possible to create an export of all data in creator, including attachments, for either backup purposes, or migration purposes. Thanks.
        • Apply partial payments to invoices from the Banking Module

          We need this! Why is this not possible?
        • Zoho Desk: Q1 2025 | What's New

          Hello everyone, Our first release for the year 2025 is here! Check out the Release Notes for more details The diverse capability of AI and its avatars has been the center of attention lately, and we've made some significant strides in this area. We now
        • Feature Request Improve parent-child relationship visibility

          Hi team, The Parent-Child ticket feature is great, but I've struggled to see the relationship between tickets when using ticket list views. It would be a great quality of life enhancement for users if child tickets were nested under parent tickets in
        • Next Page