【3/17 (金)】Zoho ユーザー交流会（Meetup）｜大好評のユーザー事例共有のほか、ミニプレゼンテーション大会も開催決定！

【3/17 (金)】Zoho ユーザー交流会（Meetup）｜大好評のユーザー事例共有のほか、ミニプレゼンテーション大会も開催決定！

こんにちは、Zoho コミュニティチームです。
このたび、2023年第一回目となるユーザー交流会（Meetup）のご案内です。今回は、「バックオフィスにおけるZoho の活用方法とは？」 をテーマに、
ハイブリッド形式（品川会場、またはオンライン）にて開催します。
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
▼詳細・参加登録はこちら（無料）
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

今回のMeetupでは、Zoho One を活用した人事業務の効率化についての事例セッションや、Zoho CRM / Zoho Inventory / Zoho Books の活用方法を発表するショートプレゼンテーション大会（ライトニングトーク）などを実施します。
関連部署の方々をお誘い合わせの上、ぜひご参加ください。

━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

◎開催概要
Zoho コミュニティ ユーザー交流会 [Meetup] in 東京 2023 vol.1

日時：2023年3月17日（金）18:00〜20:20
参加費：無料
開催形式：ハイブリッド
会場：AP品川 Aルーム またはオンライン（Zoom ミーティング形式）
 ※登録完了メールにて、当日の参加URLをご案内します。
定員（AP品川）：40名　
※定員に達し次第、参加登録の受付を終了いたしますのでご了承ください。オンラインに定員はございません。
公式ハッシュタグ：#Zugmeetup
※皆さまのSNSやブログ等で告知いただけますと幸いです！

･･････････････････････････････････････････････････････････････････････････････
▼詳細・参加登録はこちら（無料）
･･････････････････････････････････････････････････････････････････････････････
◎タイムテーブル
18:00 〜 18:10　乾杯・Zoho コミュニティについて
※オンライン参加の方はご自身で飲み物を準備ください。
18:10 〜 18:40　事例セッション
18:40 〜 18:55　お楽しみ会
18:55 〜 19:00　休憩
19:00 〜 19:30　ライトニングトーク （活用方法を発表するミニプレゼンテーション大会）
19:30 〜 20:20　懇親会 ・記念撮影
･････････････････････････････････････････････････････････
◎留意事項
会場参加（AP品川） 
  • 会場内では感染症対策を行いながら開催します。
  • 必ずマスクを着用の上、ご参加ください。
  • ネットワークについては会場内に無線Wifiの用意がございます。
  • 一部のセッションにて撮影スタッフが入り、イベントの様子を撮影いたします。
オンライン参加
  • 下記セッションのみライブ配信いたします。全てのプログラムへのご参加はできません。
    • 乾杯・Zoho コミュニティについて　
    • 事例セッション　
    • ライトニングトーク
その他
  • 各セッションの時間帯は前後する可能性がございます。
  • 参加形式については登録後の変更が可能です。詳細はイベントページ下部の「よくあるご質問」からご確認ください。
  • 本イベント内での営業行為は固くお断りします。
  • 一部プログラムの内容を変更する可能性がございます。その際はご参加予定の方にご連絡いたします。
  • イベントの様子を撮影・録画し、WebサイトやSNSで公開する可能性がございます。その際、皆さまの姿や情報も公開される事があります。あらかじめご了承ください。
  • Meetupに関するご不明点については、community@zoho.co.jp までお気軽にお問い合わせください。

ここでしか聞けない貴重なユーザー事例が満載のイベントです。奮ってお申し込みください。
皆さまのご参加、お待ちしております！

Zoho 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

        • email address somehow still not verified (?!)

          L.S. After creating a new email template in CRM I was about to send a group email to my clients, then Zoho CRM announced that they would change the sender address to some kind of Zoho-e-ddress because my email address "has not been verified". Not only

        • Marketing Tip #17: Add credibility to your online store with Review Widgets

          One of the fastest ways to build trust in an online store is to show real customer feedback right where people are deciding to buy. Third-party widgets let you embed things like Google Reviews, Instagram feeds, or even a WhatsApp chat button. These add

        • adding several team members to an Opportunity

          How can we add several team members to one opportunity for collaboration? I have researched and only found something called Deal Team which I cannot find in my CRM to configure.

        • PDF Annotation is here - Mark Up PDFs Your Way!

          Reviewing PDFs just got a whole lot easier. You can now annotate PDFs directly in Zoho Notebook. Highlight important sections, add text, insert images, apply watermarks, and mark up documents in detail without leaving your notes. No app switching. No

        • Bulk update Profile Permissions

          Dears, What should we do if we add new forms or reports and need to update more than 20 permissions? Updating them one by one feels pretty harsh, doesn’t it?

        • Filter in fields from Jira extension

          We have installed the Jira extension so we can maken Jira issues from Zoho desk. In Zoho desk I can also see the Jira issue status for example but I can not filter on this field. I would like to setup an filter showing me the closed Jira issues. How can

        • Zoho Creator customer portal limitation | Zoho One

          I'm asking you all for any feedback as to the logic or reasoning behind drastically limiting portal users when Zoho already meters based on number of records. I'm a single-seat, Zoho One Enterprise license holder. If my portal users are going to add records, wouldn't that increase revenue for Zoho as that is how Creator is monetized? Why limit my customer portal to only THREE external users when more users would equate to more records being entered into the database?!? (See help ticket reply below.)

        • Add Reporting feature to display variance/change columns when comparing periods

          When running reports to compare periods (for example, Profit and Loss comparing current year to previous), I would like to be able to display variance columns in both (a) amount or (b) percentage.

        • Link Contacts to Billed Accounts

          Hello, I want to do a survey on all my customers of 2025. For that I want to select all contacts linked to accounts who where billed in 2025. How to I create this link to I can then use Zoho Survey with this database of contacts?

        • Pre-Zoho Sales Info - Best Way to Add to Desk / CRM

          My company has been using Zoho One since 2021, with sales data going back through 2020. However, we have been in business much longer, and we have historical sales information that we want to have at our fingertips when talking with customers (usually

        • CRM function REST API response format

          Is there a way to control the JSON response returned by the CRM function REST API? If I call a function using either OAuth or an API key it returns a 200 OK response with a string in the format shown below. I am using a particular feature of an external

        • Using MPN across multiple SKUs and inventory tracking

          I have several different SKU's that share a common MPN and would like to track inventory by MPN. SKU1 has MPN1 assigned SKU2 has MPN1 assigned Here is an example If I start with 5 of MPN 1 in stock I want each SKU1 and SKU2 to show as 5 in stock, If I

        • Unable to Access Application:

          Whenever I try to access my application from the desktop, say I am editing it and want to test something in the desktop environment I get: An error has occurred. An internal error has occurred. Please check the URL , or try refreshing the page I can edit

        • Evernote (ENEX) import limitations

          I have been with Evernote since 2010, but the latest price increase is ridiculous. I am currently testing Zoho Notebook as a replacement. I am impressed so far - if it were not for critical need to import legacy Evernote notes, I would 100% migrate to

        • Cannot see Application from Lookup field

          Hi all, I am trying to access data for an application on our account via a lookup field; however, the application doesn't appear in the dropdown at all. Can anyone shed any light on this, please? I have asked Zoho support; however, they're just as confused,

        • Zoho CRM Meetings Module Issues

          We have a use-case that is very common in today's world, but won't work in Zoho CRM. We have an SDR (Sales Development Rep) who makes many calls per day to Leads and Contacts, and schedules meetings for our primary Sales Reps. He does this by logging

        • Zoho Books integration sync from Zoho CRM does not work

          Hi Zoho Community & Zoho Support We just tried to get a sync some products into Zoho Books from CRM using the native sync and we're getting an error: "It looks like some mandatory fields you're trying to map are empty. Please provide valid field names

        • Disable Auto Send Email Notification in Invoice Creation

          Here is what I am facing Make payment via Razor Pay (All Good) Capture payload data on my webapp Send this data, along with other data to Zoho books to create the invoice However in this step - An email goes to the client + The Invoice remains as draft

        • P & L Sub-categorized accounts

          How can I show sub-categorized Income and Expense accounts on the P & L report?

        • Report showing Bill Details with Project and Sales Invoice Number

          Hi There, I am hoping that someone can help, I am looking for report that can show the bill and expense details along with project its as assigned to and the invoice number that the sales has been raised in. The goal is I can filter a customer/project

        • Advanced Payment for Inventory Items with serial numbers

          Hello, We sell equipment that we track the unique serial numbers on using Sales Orders. We can charge the customers an advanced payment, then the balance on delivery. We cannot figure out a way to do this in Books/Inventory: - Cannot part invoice a SO

        • Is it possible to restrict ZCRM user to see only custom views created by administrator

          I have segmented data in my CRM and I want to allow different users to be able to see only parts of it based on some criteria. I've tried to create and share a custom view, but then there is always an option for user to see all open lead for example.

        • Issues Logging into ZOHO

          Hello, one of my coworkers is having issues logging into ZOHO, she has requested a code when entering and the email is correct but she has not received the code. can you help us with this?

        • Google Fonts Integration in Pagesense Popup Editor

          Hello Zoho Pagesense Team, We hope you're doing well. We’d like to submit a feature request to enhance Zoho Pagesense’s popup editor with Google Fonts support. Current Limitation: Currently, Pagesense offers a limited set of default fonts. Google Fonts

        • Add Popup Rejection Metrics to Reports

          Hello Zoho PageSense Team, We would like to request improved reporting for popup interactions. Current Limitation: PageSense currently provides conversion data, but there is no clear visibility into: Popup rejections Popup closes (✕ button clicks) Dismissals

        • Ability to Reset / Reinitialize Popup Cookies

          Hello Zoho PageSense Team, We would like to request the ability to manually reset popup cookies. Current Limitation: At the moment, it is not possible to initiate a new popup cookie from the our side. Visitors who rejected or closed a popup will not see

        • Control Popup Cookie Expiration Duration

          Hello Zoho PageSense Team, We would like to request an enhancement related to popup cookie management. Current Limitation: Currently, PageSense popup cookies remain active for 365 days, and this duration cannot be modified by us. If a visitor closes or

        • Clone / Export Popup Design Across PageSense Projects

          Hello Zoho PageSense Team, We hope you’re doing well. We would like to request an enhancement that allows popup designs to be reused across different PageSense projects. Problem Statement: Currently, Zoho PageSense allows popups to be duplicated only

        • Are there settings for hyperlinks?

          Clicking a hyperlinked cell in Sheet creates this little pop-up with the actual hyperlink inside. Is it possible to have a 1-click link where if you click the cell it opens the link directly with no pop-up?

        • Automatically include all ticket attachments in the ticket resolution email

          Hello Zoho Community, We are implementing Zoho Desk in a real customer-facing production environment and have run into a limitation that is becoming a blocking requirement for our clients. The problem When a ticket is closed or resolved, Zoho Desk sends

        • Keep Zoho People Feature Requests in the Zoho People Forum

          Hello Zoho People Product Team, Greetings. We would like to submit a feature request regarding the handling of feature requests themselves, specifically for Zoho People. Issue: Feature Requests Being Moved to Zoho One Zoho People feature requests are

        • Can I write a check in Zoho Books with no associated bill?

          This currently does not seem possible, and I have a client that desperately needs this function if I am able to convert them with Quickbooks. Thank you in advance for your reply. 

        • Finding text within a ticket: Expand All or Search this Ticket

          The auto-collapse feature within a ticket is nice for screen scrolling, however it makes it difficult to find text within the ticket if the email is collapsed. In fact you cannot find text if it is collapsed. I would like to propose a feature that allows

        • Books & Desk. Client mapping

          Hi, I’ve been using Zoho Books for several years and am now looking to improve my customer service. I'm experimenting with Zoho Desk and want to sync and map my client data from Zoho Books. However, it seems that mapping requires both contacts to have

        • String handling

          If I cut a currency string from a quote and try and paste it into the Deal "Amount", it will fail unless I manually delete any commas. Dollar signs are no problem, but comma's seem to fail. Please correct this Input Validation error.

        • Allow Stripe Credit Card and Stripe ACH payment methods to be enabled separately on an invoice.

          I need to be able to pick at the invoice level whether Stripe Credit Card and/or Stripe ACH payment methods are available. Currently, I'm not able to select from the two Stripe payment methods individually on an invoice. However, there are some larger

        • SKUs for Invoices, POs, etc.

          It doesn't appear that one can enable SKU display on invoices, POs, etc. This is problematic, and I don't see a good reason why this shouldn't be an option. Some of our vendors and customers use this in their system. Every other identifier code is available

        • Feature Request - Allow Customers To Pick Meeting Duration

          Hi Bookings Team, It would be great if there was an option to allow customers to pick a duration based on a max and minimum amount of time defined by me and in increments defined by me. For example, I have some slots which are available for customers

        • YouTube Live streaming? how to? Zoom has this feature, built-in. Can't find it on zoho meetings.

          YouTube Live streaming? how to? Zoom has this feature, built-in. Can't find it on zoho meetings.

        • Feature Request - A Way To Search Item Groups

          Hi Inventory Team, I can't find any way to filter or search by fields of Item Groups. It would be great to see that functionality added. I have a use case where a single product might come from 5 or more suppliers and each supplier's item is an Item in

        • Next Page