【開催報告】東京 ユーザー交流会 6/16(金)

【開催報告】東京 ユーザー交流会 6/16(金)

皆さま、こんにちは。コミュニティチームの中野です。

 

大阪名古屋に続いて、6/16(金)に品川にてユーザー交流会(Meetup)をハイブリッド形式にて開催しました!

本投稿では、その様子をお届けします。

 


 

 

大阪 / 名古屋開催と同様に、船井総研デジタル 伊佐次 崇宏さんによるユーザー事例セッションのほか、弊社技術部による、Zoho CRM のアップデート情報を解説するZoho セッションを実施。お楽しみ会は、新企画「Good and New」を行いました。

 

登壇いただいた伊佐次さん、そして参加いただいたZoho ユーザーのみなさん、ありがとうございました!

 

 

事例セッション



取り上げたトピック *一部抜粋

 

Zoho CRM 商談管理の効率化(ワークフローを用いた項目の自動設定 など)

Zoho Desk 社内問い合わせ対応の工数削減、一元管理(ヘルプセンター設置 / ナレッジベースの作成)

Zoho Analytics (業務レポート作成の自動化)

 

 

Zoho セッション

 


 

 

Zoho CRM のサポート窓口へのよくある問い合わせや、アップデート情報について解説しました。

 

取り上げたトピック *一部抜粋

ルックアップのフィルター

データのロック機能 など

 

 

お楽しみ会(Good and New) 

直近1カ月間で、参加ユーザーさんの普段利用しているZoho サービスについてよかったこと(Good)、新しい発見(New)を共有し合うグループワークを実施しました。

 

 


 

当日の作品を一部、こちらで紹介します。


 

 

 

参加者の声

 

Zoho CRM のアップデートについては、詳細を確認できていなかったため、まとめて紹介いただき助かりました。今後もぜひ便利な使い方について共有をお願いしたいです。

 

初めて参加しましたが、ユーザー同士でサービスの活用方法について相互共有ができて、よいご縁にめぐまれました。

 

Twitterでも以下の通り反響がありました。投稿いただいた皆さまありがとうございました。

 




 

 

最後に

 

今後もこのようなユーザー交流会や、課題解決型のワークショップイベント 「Zoho ワークアウト」を引き続き開催していきますので、ぜひご参加ください。

次回のZoho ワークアウトは7/20に開催します)

 

次回のユーザー交流会・東京開催については、10月下旬に開催を予定しています。詳細が決まり次第あらためてお知らせします。

今後ともZoho コミュニティをよろしくお願いいたします!

 

ゾーホージャパン 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

        • Copy, Paste, Highlighted text

          when i copy paste text it gets highlighted. Fix this.  WTF is with this black highlight ? Fix copy pasting. Some people pay for using this mail service. 
        • Pricing Strategies: #6 Common Mistakes while Configuring Pricing

          "Why does this month's billing feel messy again?" That was the exact line Priya muttered while staring at the spreadsheet full of edited pricing, one-off discounts and mismatched subscription details. Her business was growing, but the pricing machine
        • Publish to LinkedIn via API

          Hi, Is it possible to publish a job opening to LinkedIn (paid job slots) if creating a job opening via api / deluge function? Or is the user required to manually publish via the job boards process? Many Thanks Adrian
        • FSM - Associating and selecting Contacts based on Service Addresses

          Hi FSM team, I've come across an FSM limitation I wanted to share for improvement. I'm currently configuring FSM for a client who provides heating system install and maintenance services. The are often sub contracted by building management companies to
        • Do Unpublished Products in Shopify Sync to Zoho POS?

          Will an unpublished product in Shopify sync to Zoho POS? I would like to know how Zoho POS handles products that are in draft/unpublished status in Shopify.
        • Problem in Zoho POS frontend ERP.

          We are facing some difficulties in our billing and inventory processes and require your support to resolve them at the earliest. Customer Advance Payments We receive advance payments from customers for upcoming sales. Please guide us on how to record
        • Categorize Items with Item Headers

          Hello customers, Did you ever want to classify items based on specific categories to help your customers understand your invoice better? With the new Item Header feature, you can easily categorize items in your invoices and estimates and give them a common title.  Item Headers are available in the Invoices, the Recurring Invoices and the Estimates module. It can be carried forward from estimates to invoices at the time of converting the estimates.  To add an item header: Go to the Estimates, Invoices
        • Discount on the transaction level in POS

          "Is it possible to apply a discount on the total bill before tax in Zoho POS?" I want to apply a discount on the total transaction amount in Zoho POS, but the discount should be calculated before the taxes are applied. Is there an option to do this in
        • Send Automated WhatsApp Messages and Leverage the Improved WhatsApp Templates

          Greetings, I hope all of you are doing well. We're excited to announce a major upgrade to Bigin's WhatsApp integration that brings more flexibility, interactivity, and automation to your customer messaging. WhatsApp message automation You can now use
        • Jobs at multiple locations

          Hi A lot of times we have same job open at multiple locations. So I would like an option where we can create a job and choose multiple locations. Currently we have to create individual jobs for each location. If we can create one job and mention multiple
        • Tag Adding Option in Kanban Card Customization Bigin CRM Mobile App

          I would like to request an option to add and display tags on Kanban cards in the Bigin CRM mobile app. This feature would make it easier to categorize deals and quickly identify priorities while working on the go.
        • Empowered Custom Views: Cross-Module Criteria Now Supported in Zoho CRM

          Hello everyone, We’re excited to introduce cross-module criteria support in custom views! Custom views provide personalized perspectives on your data and that you can save for future use. You can share these views with all users or specific individuals
        • Associating a Candidate to a Job Listing

          Hello, I am trying to use Zoho Forms embedded on my website for candidates to apply for a job opening. I want the form then to tie directly with zoho recruit and have the candidate be automatically inputed into Recruit as well as associated with the specific
        • WhatsApp Voice Message Sending Option in Bigin CRM

          I would like to request a feature that allows users to send WhatsApp voice messages directly from Bigin CRM. This would help improve communication efficiency and make it easier for teams to respond quickly to customer inquiries.
        • CRM: hosting a single html file in Zoho and displaying it as a widget

          I have seen that CRM offers the option of uploading a web project to Zoho itself and displaying it as a widget in CRM. The instructions then talk about setting a development environment with Node and developing an application to upload to Zoho. But I
        • How to change position button transtition of Blueprint?

          Hi Everyone, Look at my screenshoot, it is possible move the reject button to the right? I couldn't find that setting in the blueprint. Thank you.
        • Multi file upload

          Hi, I just wonder if one could upload multiple files in one shot, say between one and three files, without adding multiple File Upload fields? Thanks, Alalbany
        • Sorting Descending in a lookup

          I have a case number lookup on multiple forms. I need the most recent added to appear at the top of the lookup or as the list of cases grom it's too much to scroll. Is there a way to have a look up sort descending?
        • Auto-upload Creator Files to WorkDrive

          Hi everyone, I’m working on a workflow that uploads files from Zoho Creator to specific subfolders in Zoho WorkDrive, as illustrated in the attached diagram. My Creator application form has two multi-file upload fields, and I want—on successful form submission—to
        • Asap Widget 2.0

          Where's the documentation for the new ASAP widget? https://www.zoho.com/desk/developers/asap/#introduction this one is outdated How can we dynamically navigate between different views? How can we prefill ticket forms using ASAP 2.0?
        • Can the Trigger be changed?

          I'm afraid I already know the answer, but here goes... After activating a workflow (under Campaigns > Automations), Then later choosing to Edit the workflow, Can the Workflow's Trigger be changed? Currently the entire Trigger section + options are gone
        • Marketer's Space: Proven tips to improve open rates – Part I

          Hello Marketers! Welcome back to another post in Marketer's Space! In this week's post, we'll discuss the ever-important concept of open rates. This will be a multi-part series, as we have a range of topics to cover. Open rates—which measure the percentage
        • Can't send nor receive emails on my external email accounts since this morning

          Greetings, I have two external accounts integrated into Zoho mail through POP3 + SMTP. These accounts have always worked normally since the day I've set them up. Starting 10:30 AM this morning (Western European Time) both suddenly stopped sending and
        • Creating Custom PDF Template from Form

          I am trying to create a custom PDF from form submissions. I have the standard subscription and it indicates that PDF forms are included. I cannot find anywhere to create PDF forms. I try to follow the instructions from here: https://help.zoho.com/portal/en/kb/forms/form-settings/pdf-settings/pdf-editor/articles/creating-your-own-pdf-template#Creating_your_template_from_the_scratch
        • Important Update: Facebook Metrics Deprecation & Impact on Zoho Analytics

          Dear Zoho Analytics users, Facebook has deprecated a set of metrics from the Facebook Pages Insights API, effective November 15, 2025. As a result, these changes will affect any reports and dashboards in Zoho Analytics that rely on Facebook Pages data.
        • Introducing Zoho MCP for Bigin

          Hello Biginners! We're excited to introduce Zoho MCP for Bigin, a completely new way of interacting with Bigin data using AI. With Zoho MCP, you can securely connect your Bigin account with popular AI tools like Claude, Cursor, Windsurf, and VS Code,
        • MCP > Creator connection failing with Claude

          I'm trying to get claude to access any of my Zoho Creator apps and it keeps failing. I have enabled all tools for creator and ensured in claude settings that everything is authorised. Here is what claude says : Unfortunately, the error messages I'm receiving
        • Is it possible to sync data every 5–10 minutes in Zoho Analytics (CRM or Excel imports)?

          Hello Team, I want to know if Zoho Analytics supports near real-time syncing of data from different sources. My requirements: I am importing data from Zoho CRM → Zoho Analytics I also have some datasets maintained in Excel/CSV I want both data sources
        • Feature Request: Dynamic Dimension Control for zc_LoadIn Popups

          As detailed in this community discussion, Zoho Creator's zc_LoadIn parameter is a vital tool for opening components (forms, reports, or pages) in modal dialogs via HTML snippets, Notes, or Rich Text Fields. While powerful, this feature suffers from a
        • Subforms in stateless forms

          I think the title says it all. We need to be able to add subforms to stateless forms. Currently the only workaround is to create a Form and delete each record upon submission of the form. I need to build an interface to update our inventory. Basically
        • Text wrap column headers in reports?

          Is it possible to auto wrap column headers so that a longer multi-word header displays as two lines when the column is narrower than the width of the header title?
        • What’s New in Zoho Inventory — Latest Features, Integrations & Updates | December 2025

          Zoho Inventory has evolved significantly over the past months, bringing you smarter, faster, and more connected tools to streamline your operations. Whether you’re managing multichannel sales, complex fulfillment workflows, or fast-moving stock, our newest
        • Marketer’s Space - Multi-Channel Campaigns for the Biggest Shopping Week with Zoho Marketing Automation

          Hello marketers, Welcome back to another post in Marketers Space! The biggest shopping week of the year is almost here, and it’s your moment to shine without the stress. With Black Friday and Cyber Monday just around the corner, being present across email,
        • Pricing Strategies: #5 Stay local, Price & Sell Global

          Arun had always dreamed of taking his handmade craft business beyond his hometown. For years, he sold locally. Most of his customers are familiar faces, in our usual currency and with the exact expectations. But one day, a traveller visited his workshop
        • No feedback from Zoho Books regarding Yodlee feeds for Investec

          I reported on 6 Feb 2025 that the Bank Feeds for Investec bank via Yodlee are not working. To date there has been no resolution. You are charging us for a suite of products where the functionality does not work. Please advise how you will refund me for
        • Turn off Knowlege Base Follow options and Follower lists

          Is there a way to hide or turn off the option in the Knowledge Base for users to follow specific departments/categories/sections/articles? If not, is there a way to turn off the public list of followers for each of those things? Otherwise, customer names
        • Service One. Bill Another. Zero Hassle.

          In field service operations, one challenge often comes up: the person who needs the service isn’t always the one who pays for it. Think about tenants vs. property managers, corporate offices vs. their finance departments, or school buildings vs. central
        • Presenting ABM for Zoho CRM: Expand and retain your customers with precision

          Picture this scenario: You're a growing SaaS company ready to launch a powerful business suite, and are looking to gain traction and momentum. But as a business with a tight budget, you know acquiring new customers is slow, expensive, and often delivers
        • Can Zoho Flows repeat Actions more than once?

          I'm attempting to make an intentional Zoho Flow loop using the below layout. However, when "WithinLimit" condition is met, the program fails to execute the action "Get & Add Request Co..." again. Is this by design? Is Zoho Flows unable to repeat actions
        • Video interviews not compatible on mobile

          Hi Zoho,  The 2-way video interview feature you have added to Recruit would be great if the candidate was able to use the link to the video on a mobile phone, it doesn't work on Samsung browser, it doesn't work on chrome/firefox mobile version of browser,
        • Next Page