コミュニティダイジェスト 2023年7月

コミュニティダイジェスト 2023年7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議論やZoho からの製品アップデート情報やイベントと情報をまとめた「コミュニティダイジェスト」を投稿しています。

7月の活動は以下のとおりです。

 

[ Zoho CRM アップデート情報 ]　

ユーザー項目に関するアップデート：役職や所属しているユーザーグループに関するフィルターの適用など  

ウィザード機能に関するアップデート：検索欄（質問）の追加  

新機能のリリース「集計項目」  

 

[ Tips and Tricks ]

【Zoho CRM】Word of the day「フィード」  

 

[ Zoho Japan からのお知らせ ]

フォーラムコンテンツの外部サイトでの利用について  

My Zoho Story #2 求人から採用までのプロセスをZoho で構築 （青山敬三郎さん）  

 

[ ディスカッション ]

Zoho Books / Zoho CRM の請求書とマネーフォワードクラウド請求書の連携  

Zoho CRMで見積書作成時に商品名をルックアップだけでなく1度限りの手打ちでも入力できるようにしたい  

Zoho CRM 指定ページにログインできない  

Zoho Campaigns 無効なメールアドレスにならない方法  

 

 

@Anonymous User さん、@Anonymous User  さん、質問へのご回答ありがとうございます。

@Anonymous User さん、マネーフォワードクラウド連携の件、知見を共有いただきありがとうございます。

 

 

イベント情報

 

▼7月に開催したイベント

 

・Zoho ワークアウト：7/20（木）14:00~17:00  （課題解決型のワークショップイベント）

弊社みなとみらいオフィスとオンライン配信のハイブリッド形式にて開催し、5名のユーザーさん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一部を紹介します。

　- Zoho CRM / Zoho Calendar の連携方法

　- Zoho CRM メール構文解析機能のエラー解消法

 

《集合写真》

 


▼8月開催予定のイベント

 

・【今週開催】Zoho ユーザー交流会 [Meetup] オンライン 2023
データ起点の営業力強化事例やZoho CRM アップデート情報の解説など、注目トピックが満載！

・Zoho ワークアウト：8/22（火）14:00~17:00 *途中参加 / 退室可能

参加方法（会場参加 / Zoom 参加）によって登録フォームが異なりますのでご注意ください。

初参加の方も大歓迎です！
- 会場参加（みなとみらい）希望の方はこちら
- Zoom 参加希望の方はこちら

  

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

 

6月のダイジェストはこちら




      • 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。

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