【6/19(金) 16:00-】Zoho Japan Community オンラインMeetup vol.2開催のお知らせ

【6/19(金) 16:00-】Zoho Japan Community オンラインMeetup vol.2開催のお知らせ

緊急事態宣言も解除され、6月となりましたが、みなさまいかがお過ごしでしょうか?


本来であればオフラインで開催するMeetup(ユーザー交流会)ですが、まだ完全に安全な状況とは言えないため、2回目となるオンラインのMeetup(オンライン交流会)を企画いたしました。


今回は、ユーザー様事例のセッションがございます!Zoho CRMZoho Booksをはじめ、業務の8割以上をZohoサービスで行われているお客様の活用事例を実際のデモを交えて、お話いただきます。また、Zoho CRMと他Zohoサービス連携についてのセッションもございます。


詳細/お申し込みはこちら:

https://www.zohomeetups.com/ZohoJapanOnlineMeetup2


・日程:2020619日(金) 16:00-18:00  

・参加:無料


オンラインのため場所を問わず、柔軟にどなたでもご参加いただけます。   


前回のオンラインMeetupからさらにアップデートした内容・企画となっておりますので、ご興味がございましたらぜひ、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 Japan Community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

        • Approval Processes "Record Modification"

          I didn't find any information about the "Record Modification" item in Zoho articles and Tutorials. I see that this item didn't exist a year ago. Help understand how it works, I tested it and didn't see any difference between "all fields" and "no fie
        • How do i add another purchase information heading?

          i would like to add another section right here to enter an amount which then link directly to the cost of goods sold account
        • Help with Zoho CRM API Integration in C# WinForms (Token Generation Issue)

          Hi everyone, I need your help with integrating the Zoho CRM API into a C# desktop application. My goal is to build a WinForms app in Visual Studio that does the following: Fetch the full list of client projects (module: Deals) and display them in a searchable
        • Can we share the URL of My zoho Sheets on other websites?

          Hello everyone? I have sheets on Zoho and I want to share them on other websites like daraz, homeshopping, gepco duplicate bills, etc. I don't have much knowledge about online sharing question forums? I am a student and have a short survey about online
        • Add Support to Upload Inventory Items with Categories or Enable Separate Upload for Inventory Categories

          Currently, Zoho Inventory does not support uploading new items along with their parent and sub inventory categories using the item import feature. This creates challenges for businesses with structured inventory hierarchies when trying to upload items
        • in zoho books while categorizing need to add new name in category by replacing expanses how to edit or make changes need assistance

        • Tip of the Week #62– Use @mentions to loop in teammates.

          Ever been stuck on a customer query because you needed input from someone else on your team? Maybe you were unsure about a refund policy or needed help answering a technical question. So you forward the message … and wait. Or worse, you forget to follow
        • Suggestions for Kiosk Functionality Improvements in Zoho People

          Hello Zoho Team, I’d like to share some feedback and suggestions regarding the Kiosk functionality in Zoho People, as there are two important points that affect user experience and compliance: Visual Confirmation of Check-In Status It would be extremely
        • Needs Separate Permissions levels for Record Attachments

          Currently in Zoho Books Record attachments are tied to the general permission level For example if a role don't have the delete permission level they cannot delete the attachment as well If a role doesn't have the edit permission they cannot upload the
        • Zoho Books integration with Google workspace

          How do I integrate Zoho books with Google Workspace? The steps outlined on the Zoho help sections do not correspond to the actual user interface in Google Workspace. Zoho books is installed on admin level for all users, all users can access it from the
        • Fields of Look up in Custom Modules

          We need to create a custom module in Books for Proforma Invoices Now I created a Custom Module and added a Table and in the table added a lookup field and chose Items Now I want Specific fields of the item such as Tax, Item Cost etc but it only displays
        • Share work items across projects and users

          Hello everyone, We're thrilled to introduce a new feature in Zoho Sprints: "Share work item" Collaboration across projects and users is now easier with the introduction of the Share work item feature. You can now share work items with users who are not
        • Payment Terms Changing Upon Invoicing

          Hello! Our standard payment terms for 95% of our customers are Net 30, and all of our customers that these terms apply to have that setting n their customer profile. However, over the last week or so, when an invoice is generated the majority of these
        • How do I get a refund for email seats?

          Hi, I've been using Zoho for awhile and have been paying for 2 seats. Recently, I created another 9 seats, but I also found out that Zoho does not support cold emails, so these 9 seats created for this purpose became useless. It's within 24 hours that
        • Work Orders / Bundle Requests

          Zoho Inventory needs a work order / bundle request system. This record would be analogous to a purchase order in the purchasing workflow or a sales order in the sales cycle. It would be non-journaling, but it would reserve the appropriate inventory of
        • Narrative 1 - The significance of a business account

          Behind the scenes of a successful ticketing system - BTS Series Narrative 1 - The significance of a business account Setting up a proper business account is a crucial step that is often overlooked when launching a ticketing system for your service company,
        • Changed hosting for domain, Zoho mail stopped working.

          I have changed hosting fro my domain and from that time my zoho email stopped working
        • we need to add a Customer Number field to the PDF document templates

          Hello everyone. We are currently using Zoho Inventory for our small business operations and have found it to be a valuable tool. However, we’ve encountered a specific requirement: we need to add a Customer Number field to the PDF document templates (such
        • Joining Two Reports

          Hello Guys, I have three modules: - Orders - Custom module - Clients - Contacts - Basic Pay I am using the order module to store the revenue share amount for each order which will be paid a sales rep The Orders are child or clients so I am pulling a report
        • Power of Automation :: Notify users Automatically when @Mentioned in Tasks Description

          Hello Everyone, A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate
        • Recording a payment in foreign currency not allowed

          Hi, my base currency is CHF. I made an invoice in EUR, which have been paid with an extra amount (which are the fees I guess). When I record that payment from the invoice page, I can select the EUR bank account. But the amount received is above the invoice
        • Introducing WhatsApp integration and quick editing capabilities in Zoho Sign

          Hi there, Zoho Sign already helps users collect signatures via email and SMS, and we're happy to announce that you can now send documents and authenticate recipients right through WhatsApp. Some of the key benefits include: Communication with recipients
        • Order Wise Expense Tracking and Reporting Possible?

          Hi, We are a manufacturing firm and take up several orders at the same time. Each order will be associated with a single sales order and then once completed to a single invoice. When recording expenses, is it possible to associate each expense with a
        • Zoho Flow Needs to Embrace AI Agent Protocols to Stay Competitive

          Zoho Flow has long been a reliable platform for automating workflows and integrating various applications. However, in the rapidly evolving landscape of AI-driven automation, it risks falling behind competitors like n8n, which are pioneering advancements
        • Layout Rule Fields Appear in "Verify Details" Pop-up — Confirmed Working

          Hey everyone — just wanted to share a quick discovery. I created a Layout Rule in the Deals module that makes two fields show up (and required) when the stage is set to Closed Won or Closed Lost — one pick list and one text field. To my surprise, those
        • Can you please let us know how we can use Zoho for multi store?

          Hello Team, Can you please let us know how we can use Zoho for multi store because when we connect our plugin to Zoho and we create a product and then on another store when we create product with same name then product already exist error occurs, so how
        • Zoho One Home Dashboard - My Tasks (Projects) & My Overdue Work Items (Projects) have no data.

          The title basically covers the situation. I've set up the dashboard cards, and for a while, they were showing data. Now, they are both blank. Is anyone else experiencing this, or has anyone else experienced this, and if so, is there a fix?
        • Zakya - Release in North America?

          At Zoholics it was pitched like Zakya was already released in North America. However, when looking for it I couldnt find it. There isnt an integrated app available in Zoho. I figured maybe it was being released at Zoholics. Now over a month later, its
        • Custom Field Mapping in Outlook

          I have 10 custom fields in Zoho is there a way to create and map them to the outlook contact?
        • Custom module - change from autonumber to name

          I fear I know the answer to this already, but thought I'd ask the question. I created a custom module and instead of having a name as being the primary field, I changed it to an auto-number. I didn't realise that all searches would only show this reference.
        • Enhanced Zoho CRM and Office 365 calendar synchronization features!

          Dear customers, We're excited to share some significant improvements to our Office 365 calendar synchronization features, aimed at providing you with more control and a more personalized experience. What’s new Choose your Office 365 calendar: During the
        • Problemas de usarmos no Brasil

          Somos usuários a exatamente um ano do Zoho Recruit, agora migramos para o Zoho One. Temos enfrentado por diversas vezes problemas da ferramenta não estar realmente preparada para funcionar corretamente na lingua portuguesa. Problema esse não específico
        • CERTIFICADO DIGITAL - BRASIL

          Olá, Temos o ZOHO ONE e no Sign vemos de forma simples a assinatura digital, temos nos BRASIL certificado digital, de no CERTISIGN homologado pelo GOVERNO do BRASIL, há possibilidade de gerar a assinatura diante deste certificado?
        • Zoho Duplicate Reference Numbers

          I have 2 accounts through zoho. On one account if I enter a bill with the same number as a previous bill I get a warning message saying that there is already a bill with this number. However on the other account I do not get this message. How do I turn
        • integration between Zoho Site and Zoho Learn

          integration between Zoho Site and Zoho Learn so that when a user registers on the Zoho Site, their account is automatically created in Zoho Learn!! the use case i have pro plan in zoho site and zoho learn and i have puted the zoho learn domain in zoho
        • Automation #6 - Prevent Re-opening of Closed Tickets

          This is a monthly series where we pick some common use cases that have been either discussed or most asked about in our community and explain how they can be achieved using one of the automation capabilities in Zoho Desk. Typically when a customer submits
        • Not able to list or add contacts

          I am not able to get a list of contacts via api request. Tickets for example are listed via api even without orgId, so it shoud be similar. What is missing to reach the requirement. My aim ist to add a contact via API and then add a ticket with the contact
        • See contrat information from an account under the ticket

          Hi there, How can I program something to display created and selected contract on the ticket itself so my agents see it and can support correctly according to the contract and SLA ? Thank you :)
        • Weekly time log view

          The Weekly Time Log view is pretty nice. My users really like it when I show it to them. They like being able to pin ongoing tasks. Anyway, it's sort of hard to find. It is grouped with the Add Time Log button as a pull down. In my opinion, it should
        • Any Impact of Amazon Listings API on E-commerce Integration?

          Amazon sent the following message about changes to their APIs. Our only Amazon app / integration is Zoho Inventory's eCommerce for Amazon US, so the message below in bold gives us concerns about if Amazon's warning is referencing Zoho's Amazon US integration.
        • Next Page