【10/8(金)】Zoho サービス もくもく会、開催！ユーザーさまと一緒に設定やカスタマイズを進めましょう

【10/8(金)】Zoho サービス もくもく会、開催！ユーザーさまと一緒に設定やカスタマイズを進めましょう

こんにちは、みなさまいかがお過ごしですか？
10月8日15:00より、以下のサービスを対象とした オンラインもくもく会を開催します！

Zoho CRM /Zoho Assist /Zoho Desk /Zoho Analytics /Zoho Flow /Zoho Books /Zoho Forms /Zoho Sites 

━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
◎もくもく会とは...
→複数人が同じ場所に集まり、各自が黙々と勉強や作業を進めるイベントのことを指します。
※もくもく会の詳細は、以下のURLをご参照ください。
テックキャンプ ブログ： https://zurl.co/nDYa (外部サイト）
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

今回のもくもく会では、前回と同様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、各自で決めた達成事項に向け、それぞれもくもく作業を行います。
日頃はZoho サービスの設定が進まず、他のZoho ユーザーと一緒に作業したいという方はぜひご参加ください。（先着5名の募集です）

▶︎▷ 申し込みはこちら：（2021/10/08 追記）申し込みは終了しました！

今月のもくもく会も、有限会社 西尾システムコンサルタント 西尾さまに質問対応者としてご参加いただきます。
そのため作業中に出てきたZoho サービス に関する質問や相談に関して、以下のサービスにつきましては、西尾さんや他のユーザーにご相談いただきながら、進めていただけます！
Zoho CRM /Zoho Assist /Zoho Desk /Zoho Analytics /Zoho Flow /Zoho Books /Zoho Forms /Zoho Sites 

詳細については、以下をご確認ください。
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

日時：10月8日（金）15:00~  3時間程度
形式：オンライン（Zoom ミーティング形式）
※カメラオン、また音声会話ができる環境でご参加ください。
※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。
　その場合は、チャットでの対応が可能な状態でお願いします。
対象サービス：Zoho CRM をはじめとした、有料で導入されている以下のZoho サービス
Zoho CRM /Zoho Assist /Zoho Desk /Zoho Analytics /Zoho Flow /Zoho Books /Zoho Forms /Zoho Sites 

募集人数：5名
※事前にお申し込みフォームにてご登録ください。お申込受付は先着順とし、定員になり次第、締め切らせていただきます。
（2021/10/08 追記）申し込みは終了しました！


このような方におすすめ：
●導入しているZoho サービス の環境を整えたいと考えているのに、なかなかまとまった時間が取れない！という方
●Zoho サービス で作成したいワークフローやカスタマイズがあるのに、途中のやり方につまづき実装仕切れておらず、アドバイスをもらいながら一気に進めたい方
●Zoho サービスの構築作業に孤独感を感じている方
●Zoho ユーザーと知り合って、交流を深めたい方

━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

みなさまのお申し込み、お待ちしております！

ゾーホージャパン株式会社
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

        • 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

        • How to update "Lead Status" to more than 100 records

          Hello Zoho CRM, How do I update "Lead Status" to more than 100 records at once? To give you a background, these leads were uploaded or Imported at once but the lead status record was incorrectly chosen. So since there was a way to quickly add records in the system no matter how many they are, we are also wondering if there is a quicker way to update these records to the correct "Lead Status". I hope our concern makes sense and that there will be a fix for it. All the best, Jonathan

        • Adding branded signature to tickets reply

          Hi, i am unable to figure out how to add signatures with logo to tickets reply. please advice .

        • Ship via Carrier Not Working Since Commerce Update

          Since the recent update to the Commerce platform, I can no longer use the ship via carrier function. It will take me to the address screen and let me verify them but when I go to save and move tot he next screen it will not do anything. This is happening

        • Zoho Marketing Automation 2.0 - Landing Page function not working

          Dear Zoho Team, I am working on implementing Zoho Marketing Automation 2.0, and am now looking into the section "Lead Generation". If I open the "Landing Pages" section, I immediately get an Error code: Error: internal error occurred. Can you help me

        • automations: Can I execute a step on a specific date?

          I have created a form in Zoho forms, and created a contacts list. I have also begun setting up an automation with the intention of sending the form to the contact list on a specific date every month (via email) for the entire year (essentially sending

        • Nimble enhancements to WhatsApp for Business integration in Zoho CRM: Enjoy context and clarity in business messaging

          Dear Customers, We hope you're well! WhatsApp for business is a renowned business messaging platform that takes your business closer to your customers; it gives your business the power of personalized outreach. Using the WhatsApp for Business integration

        • Image Upload Field | Zoho Canvas

          I'm working on making a custom view for one of our team's modules. It's an image upload field (Placement Photo) that would allow our sales reps to upload a picture of the house their working on. However, I don't see that field as a opinion when building

        • Zoho Expense - The ability to add detail to a Trip during booking

          As an admin, I would like the ability to add more detail to the approved Trips. At present a requestor can add flights, accommodation details and suggest their preferences. It would be great if the exact details of the trip could be added either by the

        • Simplified Call Logging

          Our organization would like to start logging calls in our CRM; however, with 13 fields that can't be removed, our team is finding it extremely cumbersome. For our use case, we only need to record that a call happened theirfor would only need the following

        • Signup forms behaviour : Same email & multiple submissions

          My use case is that I have a signup form (FormA) that I use in several places on my website, with a hidden field so I can see where the contact has been made from. I also have a couple of other signup forms (FormB and FormC) that slight differences. All

        • Adding Folders in Android App

          Is it possible to create a new email folder within the Zoho Mail Android app?  Or can this only be done from the desktop version of Zoho Mail? Cheers!

        • Schedule Exports for Regular Project Updates

          Tracking project data often means exporting data at regular intervals. Instead of manually exporting data every time, users can schedule exports for Phases, Tasks, and Tasks in Zoho Projects. These exports can be set to run once, daily, weekly, or monthly

        • Question about custom fields using Pivot Tables.

          I have created a pivot table showing annual revenue of a client and how much payment that client is paying my company. Is there a way using pivot table to add an additional field that subtracts those to fields / shows me a percentage of that difference?

        • Request for Light/Dark Mode

          Would love the ability to switch between Light and Dark mode similar to Zoho CRM. https://help.zoho.com/portal/en/community/topic/introducing-dark-mode-light-mode-a-new-look-for-your-crm

        • Settings Icon No Longer in ZOHO Desk?

          In ZOHO desk, there has been a gear icon for settings. as of yesterday, it is no longer there. I showed up briefly this morning but is gone again.  Anybody else experiecing this? 

        • Signature field is showing black

          Hello, When customer signed the service form, it is showing as below picture Phone model: iPhone 16 Pro We tried delete and install application, but it not solved. This has on phone of a few person. There is any advice to solve this?

        • Range names in Zoho Sheet are BROKEN!

          Hi - you've pushed an update that has broken range names. A previously working spreadsheet now returns errors because the range names are not updating the values correctly. I've shared a video with the support desk to illustrate the problem. This spreadsheet

        • Journey Email - Ignored Contacts

          I have a journey setup which simply sends a string of emails over time. For some reason I am getting large amounts of the contacts who enter the first email being ignored and I can't find anywhere in reports or audit logs why these contacts are not

        • Involved account types are not applicable when create journals

          { "journal_date": "2016-01-31", "reference_number": "20160131", "notes": "SimplePay Payroll", "line_items": [{ "account_id": "538624000000035003", "description": "Net Pay", "amount": 26690.09, "debit_or_credit": "credit" }, { "account_id": "538624000000000403", "description": "Gross", "amount": 32000, "debit_or_credit": "debit" }, { "account_id": "538624000000000427", "description": "CPP", "amount": 1295.64, "debit_or_credit": "debit" }, { "account_id": "538624000000000376", "description":

        • Zoho Books - Include Payment Terms as a Custom View filter

          It would be great if you could created a custom view based on Payment Terms. This would be really handy for seeing a list of customers who have credit terms. A workaround is not required. I could do something with a creditor checkbox, but it would be

        • How to update changed purchase account of item in invoice

          I have selected the wrong purchase account for various articles and created invoices. I had to adjust the purchase account in the article afterwards, but the old purchase account is still posted in the transaction-journal of the invoice. To adjust the

        • Help - Zoho CRM notification on mobile (IOS/Android)

          Hello Community! Can I get the IOS/Andoid CRM app to notify me of events, calls, etc. due as I can with MANY other apps?   I am running the free Zoho I would like this to be native to the Zoho CRM app. I do not want to write a sep. mobile app

        • Zoho Books Idea - Include another field in Bank Details for Address

          Hi Books team, Currently use the Description field in the Bank Details to store the bank's address. This works fine but it would be great if you could add another field for Bank Address, so that other notes about the bank account could be stored in the

        • Reverse payment on accidentally closed invoice.

          An invoice was closed accidentally with the full payment added. However, only partial payment was paid. How can I reopen the invoice and reverse this to update it to show partial payment?

        • a question about the COQL API v8

          When I specify eight or more values in a WHERE IN clause and execute it, an error occurs. Is there a limit to the number of values that can be specified in a WHERE IN clause? ↓Error select * FROM Vendors WHERE (id in (1, 2, 3, 4, 5, 6, 7, 8, 9)) ↓Success

        • Zoho Books Idea - Bank Details Button on Banking

          Hi Books team, Sometimes I'm asked to share bank details with a customer or a colleague. So I go to the Banking Module, find the correct bank account, click Setting > Edit, then copy and paste the bank details. Wouldn't it be great if there was a button

        • JS SDK 8.0 – TypeError: Cannot read properties of undefined (reading 'getCacheStore') with sample code

          Hello Zoho Support Team, I’m integrating the Zoho CRM JavaScript SDK v8.0 and I’m getting the error below when running your official sample. I tested directly from: https://github.com/zoho/zohocrm-javascript-sdk-8.0/blob/main/samples/create_records_sample/create_records.js

        • Function #55: Convert multiple quotes to single SO using Custom Button

          Hello everyone, and welcome back to our series! In Zoho Books, after a quote is accepted by your customer, it can be converted into a sales order or an invoice. Often, a customer might have multiple quotes, and for easier billing or upon the customer's

        • Sending emails from an outlook account

          Hi, I need to know if it's possible to send automatic emails from an Outlook account configured in Zoho CRM and, if so, how I can accomplish that. To give you some context, I set up a domain and created a function that generates PDF files to be sent later

        • Zoho One - Syncing Merchants and Vendors Between Zoho Expense and Zoho Books

          Hi, I'm exploring the features of Zoho One under the trial subscription and have encountered an issue with syncing Merchant information between Zoho Expense and Zoho Books. While utilizing Zoho Expense to capture receipts, I noticed that when I submit

        • More controls for User Fields in CRM

          Dear All, We are here with a minor but crucial enhancement to the user fields—now set accessibility permissions to the records for user field. User field allows you to extend co-ownership of records to your peers. You can collaborate with them for certain

        • Rich Text For Notes in Zoho CRM

          Hello everyone, As you know, notes are essential for recording information and ensuring smooth communication across your records. With our latest update, you can now use Rich Text formatting to organize and structure your notes more efficiently. By using

        • Time based workflow without edit/action

          Hello I need help solving this problem if possible. We have Deals come into the CRM via Live Transfer which have the field properties: Stage = New Channel = Inbound Some of them don't get answered so we want these to automatically go into our Outbound

        • What's New - August 2025 | Zoho Backstage

          Every month, Zoho Backstage grows with you. These updates aren't just features and fixes, they're about making your workday smoother, your events more impactful, and your attendees happier. We’ve listened, learned, and shaped this release to keep things

        • Introducing notifications in the vendor portal

          Imagine this: You're a recruiter working with multiple vendors on a high-volume hiring project. You’ve just updated a job description after a last-minute change from the hiring manager. One of your vendors, however, is still working off the older version

        • Calls to accounts rather than leads or contacts?

          So..... We have a dilemma and I'm hoping someone has encountered this before and figured out a fix. We have just migrated to Zoho. It's great.....expect for how "Calls" are handled.... We are B2B. We do not use the leads module. A "Lead/Prospect" for

        • prevent selling expired items

          Hello. I need to make a constraint on expired batch items not to be sold. Is it possible in Zoho Inventory? if so, then how? Thanks for further help.

        • ZOHO BOOKS - EXCESSIVELY SLOW TODAY

          Dear Zoho Books This is not the first time but it seems to be 3 times per week now that the system is extremely slow. I work on Zoho Books 95% of my day so this is very frustrating. Zoho you need to do something about this. I have had my IT guy check

        • Product details removed during update from other system

          We maintain our product details in an other system. These details are synchronized with Zoho at the end of each day, through an API. This has worked perfectly sofar. But last Monday, all product codes and some other product data have been wiped during

        • Next Page