コミュニティダイジェスト 2023年3月

コミュニティダイジェスト 2023年3月

こんにちは。Zoho コミュニティチームです。

 

毎月、前月に行われたフォーラム上でのディスカッションやZoho からの製品アップデート情報やイベント情報をまとめた「コミュニティダイジェスト」を投稿しています。

3月の活動は以下のとおりです。

 

ディスカッション

 

[ 開発者向け ]

商談タブ内のルックアップの項目から連絡先をかんたん作成する場合に、郵便番号を入力すると自動で住所が反映されるようなことは関数を活用すれば可能でしょうか。

kyさん、松尾さん、質問とコメントをいただきありがとうございます。

 

[ Zoho CRM / Zoho Champains / Zoho Analytics ]

Zoho CRMとの同期の設定（新しいバージョン）

仲山さん、Fujikawaさん、質問とコメントをいただきありがとうございます。

Zoho Campains のフォームをレスポンシブル対応にする方法について

古厩さん、質問をいただきありがとうございます。

 

Zoho Analyticsの「年と月」形式を英語表記→数字に変更！

松尾さん、投稿および知見共有ありがとうございます。素晴らしい取り組みですね。

今後もぜひフォーラムを活用ください。

 

 

[ Zoho からのお知らせ ]

新企画：My Zoho Story #1 全ての営業プロセスを Zoho CRM で管理 （松井邦夫さん）

本投稿に協力いただいた松井さん、大変ありがとうございます。

今後も、さまざまな業界のユーザーの皆さまに、Zoho の活用により自社ビジネスを成長させてきた軌跡を伺っていきます。

 

[ Zoho CRM アップデート情報 ]

キャンバス機能に関するアップデート：別のZoho CRM の組織へテンプレートの共有が可能に

直近のアップデートまとめ＋新バージョンのメール構文解析に関して

直近のアップデートまとめ＋バックアップデータに関するアップデート

 

 

イベント情報

 

▼3月に開催したイベント

 

・3/8 カスタム関数マスター講座 Vol.6

最終回として、過去開催時の質問や課題についての振り返りを中心に、ディスカッションを行いました。

以下に参加された方のコメントを一部紹介します。
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 
“ カスタム関数について、最初につまづかれるポイントは同じであることが多いと感じました。
Zoho のシステム管理者として会社の垣根を越えて、共通の課題に取り組むことができたのは非常に有意義でした。”

“ Zoho CRM は、自動化に向けてカスタム関数やワークフローなどの様々なアプローチを選択出来るという強みをあらためて感じました。

全てカスタム関数で対応するのではなく、基本機能と使い分けができるようにすることも重要であるという点に気づけたことも良かったです。今後もフォーラムなどを活用しながら学んでいきたいです。” 

- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 

また、これまで企画 / 運営に協力いただいた西尾さん、松井さん、たいへんありがとうございました。

 

 

・3/17 ユーザー交流会 [Meetup] in 東京 2023 （ハイブリッド開催）

会場 / オンライン参加あわせて40名を超えるユーザーの皆さまが参加し、大盛況のうちに幕を閉じました。

開催報告はこちら

 

・3/22 Zoho ワークアウト（オンライン開催） 

7名のユーザーに参加いただきました。

イベント内で取り組まれた課題やディスカッションの内容の一部をご紹介します。

- Zoho CRM と Zoho Books の連携

- Zoho CRM （カスタム関数） 郵便番号入力で住所を自動入力

 

当日の様子はこちら


 

 

▼4月開催予定のイベント

 

・Zoho ワークアウト（オンライン）：4/21（金）14:00〜17:00

　少人数制のワークショップ型イベント

　*参加登録ページについては現在準備中につき、追ってフォーラム上でご案内します。

 

 

3月は多数の投稿 / コメント、イベントへの参加をいただきありがとうございました。

今後もみなさまの成果報告や事例共有を楽しみにしています。

 

ひきつづき、よろしくお願いいたします。

Zoho コミュニティチーム

 

2月のダイジェストはこちら




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      • 【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。

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