【1/25 14:00〜】Zoho ワークアウト開催のお知らせ 先輩ユーザーに相談しながら、自身の課題解決に向けて取り組みましょう

【1/25 14:00〜】Zoho ワークアウト開催のお知らせ 先輩ユーザーに相談しながら、自身の課題解決に向けて取り組みましょう

お世話になっております。Zoho コミュニティチームです。

本日は、1月開催のZoho ワークアウトについてお知らせします。

 

詳細・申し込みはこちら


━━━━━━━━━━━━━━━━━━━━━━━━

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

───────────────────────

※弊社代理店より購入された方は、こちらの窓口ではなく代理店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

・参加者同士の活用方法共有

 

‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥
◎開催概要

 

日時:1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。

 

───────────────────────

詳細・申し込みはこちら

───────────────────────

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

      • 【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

        • Extend Zoho Canvas Customization to Zoho Creator Forms and Reports

          Currently, Zoho Canvas allows users to design and customize the UI of Zoho CRM modules with a much better visual experience. This helps organizations create cleaner layouts, improve usability, and design interfaces that match their workflows. However,
        • Kanban View for Projects.

          At our organization, we describe active projects with various statuses like "In Proofing" or "Printing" or "Mailing". In the Projects view, one can set these project statuses by selecting from the appropriate drop-down. While this works, it's difficult to view and comprehend the progress of all of your projects relative to each other in a table. Creating a Kanban view for projects where I can move them from one status to another allows me to see where each project is in the order of our workflow.
        • Option to Automatically Publish Job Openings to the Career Website via API or Workflow

          Currently, when creating Job Openings using the Zoho Recruit API, the records are successfully inserted into the system. However, there is no way to automatically publish these Job Openings to the Career Website. In the Job Opening field data, there are
        • Button ''I'm Interested'' won't translate

          Since our main platform is in French, I would like to get this ''I'm Interested'' button translated to French ''Je suis intéressé''. We managed to translate the whole carreer site in French, except the button. How come ? We have a standard subscription,
        • Feature request - image resizing on sales orders

          I need to be able to show the items on the sales orders, currently the item image shows really small and no way to resize it, need the ability to make the image larger to showcase the product on the pdfs
        • ZOHO.CRM.UI.Record.open not working properly

          I have a Zoho CRM Widget and in it I have a block where it will open the blocks Meeting like below block.addEventListener("click", () => { ZOHO.CRM.UI.Record.open({ Entity: "Events", RecordID: meeting.id }).catch(err => { console.error("Open record failed:",
        • "Unlink" Advance from Bill without Deleting the Payment Record

          I am writing to highlight a significant workflow issue in Zoho Books (India Edition) regarding Vendor Advances and Bills. The Scenario: I recorded an Advance Payment to a vendor. I matched/reconciled this payment in the Banking module. I received a Bill
        • Email Parser Not Extracting Fields Correctly with Certain Label Formats

          I’ve been testing the Email Parser functionality in Zoho CRM to automatically extract data from incoming emails and map it to CRM fields. During testing, I noticed that parsing sometimes fails when the email contains field labels formatted like this:
        • Introducing Built-in Telephony in Zoho Recruit

          We’re excited to introduce Built-in Telephony in Zoho Recruit, designed to make recruiter–candidate communication faster, simpler, and fully traceable. These capabilities help you reduce app switching, handle inbound calls efficiently, and keep every
        • Prevent tracking users from specific countries

          Currently, I’m receiving many bot visits from the United States and Malaysia. I would like these visits not to be recorded in SalesIQ. I already enabled the option to exclude traffic from cloud service providers, but I’m still receiving bot visits. Ideally,
        • Zoho CRM Community Digest - February 2026 | Part 1

          Hello Everyone! February has been off to a productive start in the Zoho CRM Community, with several thoughtful product enhancements and helpful technical discussions making their way into the forums. To help you stay up to speed, we’ve rounded up the
        • Nouvelle fonctionnalité : donnez du style à vos pages avec le Branding

          Que vous prépariez un webinaire important. Vous avez investi du temps dans votre contenu, invité des intervenants de qualité, et les inscriptions commencent à affluer. Mais votre page d’inscription ? Elle ressemble à toutes les autres : générique, sans
        • How to sync Zoho CRM Quotes with Zoho Books/Finance Estimates or Quotes

          Hi everyone, We’re building quotes in the Zoho CRM Quotes module because of its strong CPQ features and better communication options (multiple contacts, email customization, etc.). However, these don’t sync directly with Zoho Books/Finance for invoicing.
        • Marketing Tip #24: Encourage customers to leave reviews

          Reviews are one of the strongest trust signals in ecommerce. When shoppers see real feedback from other customers, they feel more confident about buying, especially when they’re choosing a brand for the first time. Not all reviews are equal. Detailed
        • Organization wide Account and Contacts Visibility/Sharing Capabilities?

          Has anyone figured out a way to make visibility or sharing of Accounts and Contacts to be available across the entire organization without having to have every individual user edit their Sharing permissions? For our sales folks they need to be able to
        • Ability to Attach Record-Specific Files Automatically in Workflow Email Templates

          Currently in Zoho CRM, email templates allow attachments to be added, but these attachments are static and remain the same for every recipient. There is no straightforward option to automatically attach a file that is stored within the specific CRM record
        • This version of app doesn't support this notecard type Error

          So this problem is happening for any notes created within the last week, as well as any note recently edited on Android. I can open them on my phone fine, but they don't open on the website version. They DO work on the desktop app version. It's just web
        • Issue with Picklist Dropdown Not Opening on Mobile

          Hello I am experiencing an issue with picklist values on mobile. While the arrow is visible, the dropdown to scroll through the available values often does not open. This issue occurs sporadically, it has worked occasionally, but it is very rare and quite
        • an issue in Zoho CRM where the workflow rule is not triggering

          H I’m currently facing an issue in Zoho CRM where the workflow rule is not triggering when a new lead is created through a webform. I’ve double-checked the criteria and field updates, everything seems fine but it still doesn’t fire. Has anyone faced this
        • {Action Required} Re-authenticate your Google Accounts to Continue Data Sync

          Hello Users! To align with Google’s latest updates on how apps access files in Google Drive, we’ve enhanced our integration to comply with the updated security and privacy standards, ensuring safer and more reliable access to your data. With this update,
        • Allocating inventory to specific SO's

          Is there a way that allocate inventory to a specific sales order? For example, let's say we have 90 items in stock. Customer 1 orders 100 items. This allocates all 90 items to their order, and they have a back order for the remaining 10 items which could
        • Automatically Update Ticket Status in Zoho Desk Based on Actions in Zoho Projects

          Hi Zoho Desk Team, Hope you’re doing well. We’re using the Zoho Desk–Zoho Projects integration to manage tasks related to customer tickets, and it works well for linking and tracking progress. However, there are a few important automation capabilities
        • Is this a SCAM email or is it really Zoho?

          L.S. I received the following message. Is this from Zoho? I have had a Zoho One account for many years and my website has been online for years. If it is a scam, I think you should know about it.
        • How to close an estimate ?

          Hello, I have created estimates, and converted them to invoices to get 50% payment. Now I have 2 cases where the estimate stills shows status partially invoiced, however: 1. for one of them, project stopped half way, so the remaining part will never be
        • Updating Analytical Fields Data

          Dear Zoho team, I'm having an issue with the recently added fields in both Analytical Desk and Analytical. How can I generate the data in Analytical when new fields are added? https://analytics.zoho.com/workspace/2436819000000007005/edit/24368190000
        • Looking for Guidance on Building a Zoho Website

          I'm exploring the possibility of building a custom website with specific features using Zoho as an alternative platform. My goal is to create something similar to https://gtasandresapk.com , with the same kind of functionality and user experience. I'd
        • My Zoho mail stopped receiving or sending emails about 3 hours ago

          Its a pop 3 account. The emails get into the actual mailbox on the server and I can send emails directly from the server, but they are no longer in Zoho, in neither of my Zoho accounts. All green ticks under Mail Accounts under Settings
        • Zoho Cliq not working on airplanes

          Hi, My team and I have been having this constant issue of cliq not working when connected to an airplane's wifi. Is there a reason for this? We have tried on different Airlines and it doesn't work on any of them. We need assistance here since we are constantly
        • Option in pipeline deal to select which hotel or branch or store if client has more than one local store

          Hi, I would like to know if there is an option in the deal pipeline to select which hotel, branch, or store a deal is related to—if the company has more than one location. For example, I have a client that owns several hotels under the same company, and
        • Request to Recover Deleted Task List – Project ID: RIV-MOD-10722

          Hi Zoho Team, I hope this message finds you well. My Zoho task list associated with Project ID: RIV-MOD-10722 appears to have been deleted. When I clicked on the task link from the email notification, I received the following message: "Task has been deleted
        • Email Insights included in Bigin emals are marked as SPAM everywhere

          Today I noticed that email recipients who use Office 365 never receive emails sent from Bigin. Further examination showed that all Email Insights links in email headers are marked as spam/phishing by Office 365. Example screen included. The problem is
        • How do I import Connected Records for a Deal?

          Can you point me to an example of the CSV file that would add related records to an existing CRM Deal? I imported a Deal, then tried importing a connected record using a unique ID that references the Deal ID, but it doesn't attach it to the Deal rec
        • File Upload Field in Zoho Forms Not Updating Existing File in Zoho CRM

          Hi everyone, I’m trying to understand the behavior of a file upload field mapped from Zoho Forms to Zoho CRM. Scenario There is a File Upload field in a Zoho CRM module. A Zoho Form also has a File Upload field, which is mapped to that CRM field. When
        • Zoho Training

          Greetings! I am trainer. My focus area is Project Management and MS Project. I have used Zoho CRM to a good extent. Though, I was interested in using ZOHO projects, as there were no live projects, I could not take it up for studies. Recently a client
        • Detailed list of scoring rules in Zoho CRM

          Good morning Zoho community, warm greetings The reason for my message today is that I have a problem with my CRM, which I will explain below: Our organization has scoring rules designed to rate our potential customers or leads in the application based
        • How to create a summary document from Projects details

          Hi, Our team is creating many projects inside Zoho Project. When closing a project, they write a summary document containing data from the projects it-self (understand project budget, customers, etc...), and editable (ie the document is either a Writer
        • Host in US Data Centre

          I humble apply to be registered on US Data centre
        • convert the project to templet

          i have some deployment ME product for different customer , i need to create a fixed template for use it rather then keeping creating this template every time
        • Best practices for managing Project Charters, Business Case and RAID logs within Zoho?

          Hello everyone, I’m currently refining our PMO setup within Zoho Projects and I’m curious how others are handling high-level governance documentation. We’ve been using the standardized Project Charter, Business Case and RAID frameworks from projectmanagertemplate.com
        • Resource Management System built using Zoho CRM, Creator, Projects, and People:

          In a Resource Management System built using Zoho CRM, Creator, Projects, and People: CRM Deal Closed → Creator Allocation Engine → Zoho Projects Task Assignment What is the recommended architecture to handle dynamic reassignment when: an employee goes
        • Next Page