コミュニティダイジェスト 2023年8月

コミュニティダイジェスト 2023年8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。

8月の活動は以下のとおりです。

 

[ Zoho サービスに関する アップデート情報 ] 

LINE 公式アカウントへのメッセージをSalesIQ から確認・返信できるようになりました  

【Zoho CRM】キャンバス機能に関するアップデート:データの一覧画面がカスタマイズ可能に  

【Zoho CRM】キャンバス機能に関するアップデート:タブ要素の向上など  

【Zoho CRM】ブループリント機能に関するアップデート:並行遷移、複数の遷移の設定  

【Zoho CRM】重複データの検索と統合機能に関するアップデート:検索条件に使用する項目の編集など  

 

[ Zoho Japan からのお知らせ ]

【CRM Plus ユーザーさま先着10名限定】口コミ投稿・掲載でAmazonギフト券3,000円プレゼント  

 

[ Zoho Japan 主催のイベント情報 ]

【9/22(金) 開催】Zoho コミュニティ 出展のご案内「Zoholics Japan 2023」  

【開催報告】オンライン ユーザー交流会 8/3(木)  

 

[ ユーザー / パートナーからのお知らせ ]

8月29日 ユーザー主催セミナーのお知らせ:「Zoho の請求書でインボイス制度対応をするにはどうすればいいのか?」  

 


イベント情報

 

▼8月に開催したイベント

 

・Zoho ワークアウト:8/22(火)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 People の他社活用例

 - Zoho Analytics で与実管理

 

《集合写真》


  

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

 

7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。

        • Recent Topics

        • Handling Deposits to Vendors and how to book this

          Our scenario: 1. We rent equipment from a renting company for a project (Vendor "Eurorent") 2. We receive an order confirmation with a request to pay a deposit of € 1500. (this is not a Bill) 3. We pay a deposit of € 1500 for the equipment. 4. After using
        • Tip of the Week #61– 5 easy ways to declutter your inbox!

          Managing a shared inbox is easier than you think. With the right tools and a smart approach, your team can stay on top of every conversation, collaborate more effectively, and deliver timely responses without any unnecessary back-and-forth. Here are 5
        • Vertical Solution Zoho One

          Hello, is it possible to create a vertical solution for Zoho One? Just like it is possible for Zoho CRM?
        • Multiple workspaces with in Bigin CRM

          As a freelancer working as a sales representative for two companies, each with its own email address, I would like to know if it’s possible to have two separate workspaces in Bigin. This way, I could manage each company and its contacts independently,
        • Allowing subqueries in FROM clause

          When building a Query table in Zoho Reports, I encountered an error when attempting to put a subquery in the "FROM" clause of my statement.  Why isn't this currently supported?  Is there a plan to implement this functionality in the future?
        • CRM for Everyone - More Actions Option to Create Record

          Please consider the option create a new record for the module from the More Actions menu. I know there is an "Add New" icon further down the menu to create a record for any module, but this just seems more intuitive and could reduce the need for the "Add
        • Zoho books partners: Transferwise, Resolut

          Can anyone tell me if Transferwise and/or Resolut (payment systems) are in integrated?  I know PayPal and Google are, but in Europe we like Transferwise and Resolut is an up and coming multi-currency app. Xero and Transferwise are fully compatible. Thanks
        • Getting oauth errors on bigin

          Hi Support, I'm getting oauth errors on bigin even though it works fine with CRM. I created a self client which will add contacts. I gave every permission you could and it still didn't work. What should I do. I might just switch to the standard CRM since
        • Assessment Field in Custom View

          Zoho recruit finally added the ability to filter Job Applications by Assessment Answers This is a very valuable addition to the Recruit But this is currently missing from the custom view This should be added to the custom view as well
        • Name Change and Delete Email ID and Alias

          Hello please i require urgent assistance, 1.) I would also like to change the name that appears when people receive my emails. I have an info@spacetraiders.com but when people receive my email its say Ronma Adedeji instead of either Info or Space Traiders..
        • Feature Requests and enhancements: Subform

          By The Grace of G-D. Hi, It would make it much easier to use if we could have some more features in subforms: More Columns/Fields Set the size of a column Show the subform in Full Page Width Sorting By Column Please consider The above suggestions. T
        • Unapplied AP Credits not showing up on AP Detail Aging

          I am new to using Zoho Books. I was reconciling some accounts and found differences from the GL balance and AP Aging and it came down to unapplied vendor credits. Is there an option to include that on the report, so I can pull a matching AP Aging to the
        • Add Entry and Subform Record from Deluge Scripts

          Hi all,  I would like to know how do I add a new entry and also subform records from a deluge scripts.  I can use the insert into to add a new entry to a form, but how do i insert a collection into the subform of the entry? I am using a deluge script
        • Finding draft ticket replies

          Is there a way to see all tickets which have draft replies?
        • How to apply a tag to a ticket based on the to email address?

          I need to assign a tag to a ticket if the ticket was sent to a specific email address. For example, we have the email accounting[at]company.com forwarding into Zoho Desk. We would like all emails that were sent to this address to be tagged with an Accounting
        • Engineering Change Order Process using Tickets?

          Hi Zoho Community, I'm working with my company to create an Engineering Change Order/Request (ECO/ECR) process where engineers can internally create tickets for changes in a product that must be reviewed, approved and implemented by people or teams in
        • How can I move a ticket from Department A to Department B?

          Hi there, how do I move ticket from Department A to Department B? I went in the ticket and tried to scroll down the menu under the "department" but it won't let me, I am a support admin. Did I do anything wrong? or am I doing it in the wrong place?
        • Validation Rules Trigger on Untouched Fields

          In Zoho Desk, validation rules trigger for ALL fields during an update—even fields that weren't modified in the current edit. This behavior is fundamentally different from Zoho CRM and other Zoho products, where validation rules only apply to fields actually
        • How to work with getFieldNames formdata functions ,Any Examples

          I don't find any example showing usage of getFieldNames. Where do i find .is there any Help documents available
        • Zoho Notifications - Received two notifications for one message and none for the other

          We had a client reply to a ticket twice in one minute. The ticket owner received two emails for the second message but none for the first (which was crucial content and unfortunately was therefore missed). I'm assuming this created a race condition -
        • What is the difference between "Reply" and "Public Comment" in a ticket?

          Hey, my company is thinking about switching to Zoho Desk but we do not understand the difference between the "Reply" and the "Public Comment" feature. When should we use which? And why? What is the difference between them? Thank you for your help! Kindest
        • Tasks View for Opportunity/Jobs does not indicate "Related To" account

          How can ZoHo be setup so that when a task is created for an Opportunity, the subject automatically lists the underlying account? Right now, it's impossible to link the Account to the task when the task is created from the Job.  Therefore, the open task view is inadequate.  And it's a lot of maintenance to have to manually add the account to the subject...defeating the purpose of "Automated" workflow. 
        • can i show alert when i finish running the function?

          how i can show alert inside the custom function or popup notification. when i use alert inside the custom function it show this error Error at line number:  2 'ALERT' task can be used only in on load, on validate and on change actions ​
        • CRM calendar not syncing with Zoho Calendar

          The sync is not happening: This is my Zoho Calendar CalDAV synced with Outlook This is my Zoho CRM Calendar (sadly empty ...) I have enabled CalDAV Access. In Zoho Calendar, I have set up APP Calendar sync like this: What else can I check? Thank
        • Pipeline in Custom Modules

          I love the way the Sales Pipeline looks and functions with reports. I would like to add the save pipeline features and visualization to a custom module, however, I only see that these pipelines are only available for the Deals module. Is there a way to add pipelines to custom modules?
        • Cannot associate event with other objects when creating?

          I am attempting to associate an Event with one or more other objects when creating it via the API. According to the API docs, the "Related_To" property is a jsonobject even though the description says "Provide the details about the entities the event
        • How to disable subform records dynamically

          Hi Everyone I have a requirement to dynamically disable or hide subform fields based on certain criteria. However, the code I tried didn't work as expected. It either disabled or hid all the fields in all subform records or none at all. What I actually
        • Client Script Operate Timeout

          Hi Zoho, I have set a client script that use for ( i =1; length < i , i++) to fetch all of the product in order I have an order have 30+ products, seems this script will be stopped when it is checking rough 10 + products because of timeout (may be). May
        • Why and When to Manually Regenerate Reports?

          What is the protocol for needing to regenerate reports?  It is very confusing when data in reports pulls correctly sometimes, but are inaccurate other times.   Why is report regenerating necessary at all - can the report function not read the live data as inputted into the forms?  We have built lots of reports and it is very tedious and time consuming to have to regenerate the report before each use of that data to make sure it is accurate.  Is there a way to know when a report should or shouldn't
        • Import template from Zoho Writer

          I am trying to import a mail merge template - tried to import direct from my .docx file on my hard drive and the formatting went all over the place. I then imported the .docx file in my Zoho Docs and then fixed up the formatting within Zoho Writer. Can
        • Button Duplication when emails forwarded or replied

          When I create a new email template in campaigns and send it out it looks fine to all the users, however if that email is then on forwarded or replied to then all buttons within the email duplicate.  See below The one on the left is the original one.
        • Enhancements to Custom Connectors in Zoho Creator

          Hello everyone, At Zoho Creator, we believe in providing you with the necessary tools to achieve a well connected ecosystem of apps. Our Custom Connectors feature is a testament to this, enabling you to integrate with a wide range of external services
        • AutoScan Not Working Since April -Support says it with engineering

          Hi there, Autoscan has not been working on my account since April. Without this feature, completing expenses reports is laborious and error-prone. I keep asking for updates seeing as this is a critical feature, but told that it's being looked into and
        • Zoho books bulk update for invoices

          Hi Zoho team, Why only 25 invoices can be bulk update at a time. I am booking 800 to 900 invoices in a month. Please increase this limit? Please dont tell that you dont have enough request for this task. 25 limit for bulk update is too much low
        • Querying CloudSQL using NodeJS?

          How can I query CloudSQL over nodejs? Are there any rest apis from which I perform Select Queries in the data of a Workspace? In the v1 we had C#, Python, Java for CloudSQL Now I only see Java? I am confused about the overall API of Analytics, there any
        • Rename Record Templates in Zoho Creator

          Hi Team, I need to rename the Record Templates based on the name of the employee which i have configured in Zoho Creator Deluge Script. How to do this one? // Attachments :template:PDF_ECF:Exit_Clearance_Form input.ID as PDF
        • Les Zoholics 2025 sont de retour

          Bonjour à tous, Préparez-vous pour deux jours exceptionnels au cœur de l’écosystème Zoho ! Nous avons le plaisir de vous convier à Zoholics France 2025, un événement dédié à l’innovation, à l’expertise et à la communauté Zoho. Au programme : • Présentations
        • Salutation

          Hey there, I want to make an indvidual salutation. It is possible to use if statements in the email templates? For exampe: When is male then wirte "Dear Mr." else write "Dear Mrs." Thanks David
        • Personal Expenses

          I have reviewed the board and found a few scenarios like mine however not exactly so sorry if this is a re-post.  I just recently joined Zoho Books and had to go through 2000 transactions manually which took FOREVER. So the dilemma that I am facing is that I have attached my personal and business checking cards to my account because it was not until half way through 2015 that I decided to open up a business account as an independent contractor.  When I first started my account I placed the opening
        • Not receiving instagram verfication emails

          Hi- I'm not receiving Not receiving instagram verfication emails.  I have seen other users having the same issue and your answer was to contact instagram.  But instagram no longer has a support email.  
        • Next Page