【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

        • Overlapping Reports in Dashboards

          It's rare, but occasionally it would be a good feature if I were able to overlap reports, either fully or partially in the Dashboards. Also, then having the ability to move objects to the front or rear, or make them transparent/translucent would be good
        • Looking back at Zoho Calendar in 2025

          Hello Zoho Calendar Community, As we step into a brand-new year, we’d like to take a moment to thank you for being an active and valued part of the Zoho Calendar community. Your trust, feedback, and continued engagement motivate us to keep evolving and
        • There was an error while connecting to GSTN

          I am trying to file GSTR1. Everything flows smoothly until I reach the final step of filing the return. After I enter the PAN and OTP for filing it raises the error "There was an error while connecting to GSTN"
        • Zoho Books Extension: What Happens If Custom Fields Already Exist?

          When developing Zoho Books extensions, what happens if the target Zoho Books organization already has a custom field with the same API name as one defined in the extension? I’m asking because we originally created an on-Books version of this functionality,
        • Internal Server Error (500) When Attempting to View Banking Transactions

          I am experiencing an Internal Server Error (500) when attempting to view transactions across all of my banking accounts. Despite multiple attempts to resolve this, I have received little more than runaround from support, and the issue remains unresolved.
        • How do I add a blank line to the Organisation Address Format?

          I'd like to have my VAT number, for example, shown prominently by having a clear gap between it and the address block above, but any blank lines in the address format get ignored in PDF outputs.
        • Automatic Invoice Number generation for createRecord

          Hello, while testing some custom Buttons in my Zoho Books application, I noticed that I get an error that previously did not occur. After some further digging I found that the automatic transaction numbering of invoices no longer work in my organization.
        • Adding number of days to an estimate.

          I need both QTY of item and "number of days hire" in my estimates at the line item level. Any clues as to how this is done would be greatly appreciated. It needs to calculate. Thanks J
        • Books Api: listing expenses created after certain dates

          Is there any parameter I can add to the List Expenses endpoint that will let me look up expenses by when they were created?
        • Why can't we change the Account type from an Expense to an Asset?

          Like the question. Why in QuickBooks for example if I mistakenly created an account as an expenses and I already captured information in those accounts, I can just change the account type from expense to asset
        • Is it possible to do validation for the Actions added to Reports?

          We have an all-around On Validate function that checks all the possibilities before the Created/Edited form submissions. We want to have a button in the report view, so we can change records without entering. We are able to add this button, and it does
        • Ability to Edit Ticket Subject when Splitting a Ticket

          Often someone will make an additional or new request within an existing ticket that requires we split the ticket. The annoying part is that the new ticket maintains the subject of the original ticket after the split so when the new ticket email notification
        • [Free Webinar] Environments in Zoho Creator - Creator Tech Connect

          Hello Everyone, We’re delighted to kick off the 2026 edition of the Zoho Creator Tech Connect Series and are excited to continue this learning journey with you. The Creator Tech Connect series is a free monthly webinar featuring deep-dive technical sessions
        • Zoho Voice API SMS

          I made a post request in Zapier to try to send an SMS. Authentication appears to be configured correctly. I followed the documentation and I'm getting a 400 Error "Internal Server Error". Not helpful at all. Anyways, I could not find any information on
        • How do I change (error) display messages

          Hi! I would like to edit display messages like "invalid entries" and "enter a value for Nome" and so on into Italian language messages. How can I do that? Already tried on Validate on form submit. Where I am failing? Thanks in advance.
        • Record Overseas Transactions Along with CC charges

          Hi All, We receive payments via stripe in multiple currencies and stripe takes around 2.5% fees. The amount is settled in INR into our local bank. What should be the currency of the income account used for Stripe payments? Here is a sample flow that we
        • Easier onboarding for new users with stage descriptions

          Greetings, I hope all of you are doing well. We're happy to announce a recent enhancement we've made to Bigin. You can now add descriptions to the stages in your pipeline. Previously, when creating a pipeline, you could only add stages. With this update,
        • Pieds de page personnalisé - Document Zoho Writer

          Bonjour à tous, Je rencontre un souci avec l’ajout d’un pied de page personnalisé dans un document Zoho Writer. Je souhaite insérer les informations de mon entreprise (notamment un logo + adresse) dans le pied de page. Le problème, c’est que lorsque j’ajoute
        • Permissions on Views

          Having the option of any agent creating custom views is firing back and got a situation where there are a hundred different views across the team and tickets are not being dealt in the most efficient of ways. Tickets seems to be missed by some agents,
        • Credit card transactions are backwards after importing statements

          I am new to Zoho Books so I'm importing my firm's bank and credit card statements in. My credit card statements have a single column with negative numbers so that is the option I chose. But when I went to categorize the credit card transactions, I can
        • import data from Apollo.ai into zoho crm via zoho flow

          I might be asking this question in the wrong forum. We use Apollo.ai to find potential new leads for our business, there are around 10000 leads that we have initially found. We have an Apollo.ai account but just to do searches, we dont use it as a crm.
        • Knowledgebase SEO

          We have a custom-domain mapped help center that is not restricted via login. I have some questions: a) will a robots.txt file still allow us to control indexing? b) do we have the ability to edit the sitemap? c) do category URLs get indexed by search
        • VIsual maindmaps in Zoho notebook Ai

          Can I create and export VIsual maindmaps in Zoho notebook Ai
        • 1stDibs Integration to Zoho Inventory

          Hello is it possible to integrate my Zoho inventory and 1stDibs?
        • Community Question: Renewal vs Invoicing

          This is a question for the community. Does anyone else consider there to be a difference between a subscription renewal event and sending out a recurring invoice for a subscription? For example, let's say customer XYZ purchases a 1-year subscription to
        • cloud console support for music websites

          Hi Friends, I am not from a very technical background.. So need support from the Zoho family. I want to build a e-commerce website which is in Musical Niche. It will help people learn music & play instruments of all types. There are a few players in the market like Chordify , Guitaa, Guitar Dashboard, ChordU & few others. But I all these websites allow only a few instruments  to play. So I want to build a better  website than the one I mentioned. So wnated to know what UI & AI should I use so that
        • Scheduled Reports - Do not send empty report

          Hello, We are intensively using reports in the CRM, especially for sales managers. When data is empty, they still receive an email. Can you add an option to avoid sending the report when data is empty?
        • Is Zoho One Desktop more secure than Zoho One Web SaaS?

          Is Zoho One Desktop more secure than using Zoho One in browser? Inherently, it seems desktop would be unless you don't do things like share your pw or leave pc on. I am concerned about data being on the cloud or someone else's server and database.
        • Reminder Settings - Time Tracker

          On the time tracker in Reminder Settings I created a reminder according to the Zoho manual. But a manager asked me to change the message that goes in the email. Is it possible to change the message? I didn't find that in the Zoho manual. Another question: I configured to receive the reminder everyone who logged in less than 40 hours. Does Zoho consider less than 40 hours of the current week or the whole month? Another situation, I put it so that I and another specific user would receive the notification,
        • Create Item group from a composite Item

          I have applied my mind for hours but cannot figure this out. Can you have a composite item in an item group?. E.g. We bundle different color and size SKU's together as composite items. Also Using composite items as Bill of Materials. We want to create
        • Main difference of Zoho Recruit Corporte version and Staffing HR vesion

          Hi Zoho, I need help to fully understand what is the main key point differences of Recruit Corporate version versus the Staffing HR version? We are currently using Corporate HR version and we are looking on having an insightful automated reporting, does
        • Out of Stock items showing in Commerce

          I have over 6000 items and most are not in stock, but all items are showing up in Commerce whether they are inventory or not. What option or feature can you use to hide items in Commerce at zero or negative quantities? I currently am using Commerce for
        • Is it possible to transfer data from one related list to another within the same module ?

          In the Leads module, there is an existing default Product related list that already contains data. Recently, I added a custom multi-lookup field, which created a new related list in the same Leads module. Now, I need to move the existing data from the
        • How to implement new online payment gateway?

          Hello, Can you tell me how to proceed to implement my local payment gateway? DIBS has an open avaiable API that should be easy to implement into ZOHO BOOKS. http://tech.dibspayment.com/dibs_payment_window
        • Formula working in MS Excel , is not working in Zoho Sheets, Filter fuction which is working in MS sheets per the attached workbook / Daily update.

          Filter function , which is working in MS Excel is not working in Zoho sheets. Please help on function of filter of particular class sheets and extract students name who has more than 3.5 hours of study hours on particular day depending on date in D7 cell.
        • New in Smart Prompt: Record Assistant for contextual assistance, and support for new AI models

          Smart Prompt helps teams stay informed and move faster by providing relevant suggestions where work happens in CRM. With this update, Smart Prompt becomes more adaptable to your organization’s AI preferences. You can now choose which Large Language Model
        • Improved Integration Failure Information (And Notification Options)

          Hi, When an attachment service for example fails, you just get "Field x - Error", I can check the field it is failing on and find nothing wrong, same file size, type, dimensions, etc. so more information as to the actual issue would be helpful. And an
        • Create static subforms in Zoho CRM: streamline data entry with pre-defined values

          Last modified on (9 July, 2025): This feature was available in early access and is currently being rolled out to customers in phases. Currently available for users in the the AU, CA, and SA DCs. It will be enabled for the remaining DCs in the next couple
        • Change User Role in a Form

          Hi, When in a form, it would be good (And consistent) to be able to change the user role/permission like you can with Shared Reports, All Entries or the actual User itself, rather than having to delete the users permission and then add it back again with
        • Reassign Partially Saved Entries

          Hi, I would like to be able to go to Partially Saved Entries and like the option to delete them I would like the option to multi-select and be able to reassign them to another user to complete (Such as when a user has left the company). Thanks Dan
        • Next Page