5名限定 課題解決型ワークショップイベント Zoho ワークアウト開催のお知らせ (11/15)

5名限定 課題解決型ワークショップイベント Zoho ワークアウト開催のお知らせ (11/15)

ユーザーの皆さま、こんにちは。Zoho ユーザーコミュニティチームの藤澤です。

11月開催のZoho ワークアウトについてお知らせします。


*今月の開催回は諸事情により中止とさせていただきます。


━━━━━━━━━━━━━━━━━━━━━━━━

Zoho ワークアウトとは?

Zoho ユーザー同士で交流しながら、サービスに関する疑問や不明点の解消を目的とした「Zoho ワークアウト」を開催します。

Zoho サービスで完了させたい設定やカスタマイズ、環境の整備など……各自で決めた目標達成に向け、

他の参加者と同じ空間で作業を行うイベントです。先輩ユーザーや他の参加者と意見交換をしながら集中して作業に取り組むことが可能です。

━━━━━━━━━━━━━━━━━━━━━━━━

 

◎このような方におすすめ

 

Zoho サービスの設定 / 検証作業を行うためにまとまった時間を取りたい方

他のユーザーの皆さんとZoho サービスに関するアドバイスや情報の交換を行いながら集中的に作業したい方

Zoho サービスの構築作業に孤独感を抱いている方

Zoho ユーザーと知り合って交流を深めたい方

 

なお、本イベントはユーザーさん同士で交流しながら課題解決に向けて作業に取り組むことを目的としたイベントです。

Zoho 社員へ直接お問い合わせを希望される方は、日本語サポート窓口をご利用ください。


───────────────────────

▼ゾーホージャパン日本語サポート窓口:https://support.zoho.co.jp/portal/ja/home

───────────────────────

※弊社パートナー企業・代理店より購入された方は、こちらの窓口ではなく購入先の企業さまへお問い合わせください。

 

 ‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥

◎過去の取り組み / ディスカッション例

・Zoho サービスの初期設定 / Zoho サービス同士の連携設定

・Zoho サービスの使い分け方

・Zoho CRM クライアントスクリプト

・参加者同士のサービス活用方法共有

 

‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥

◎開催概要

 

日時:11月15日(金)14:00 - 16:00

形式:オンライン(Zoom ミーティング)

 

※カメラオン、また音声会話ができる状況でご参加ください。

※一時的な退席や他の作業を行う場合は、カメラをオフにしていただいて構いません。その間はチャット対応が可能な状態での接続をお願いします。

※途中参加 / 退室可能です。

 

対象サービス:Zoho CRM などのZoho サービス(有償でご利用中のもの)

募集人数:5名 


 

本イベントについて、SNS / ブログなどでもご感想を書いていただけますと、励みになりますのでぜひお願いします。

以下のハッシュタグを追加して、他のユーザーと情報交換しましょう!

#Zohoワークアウト


‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥ 

◎アドバイザーの皆さんが普段利用されているZoho サービス


Zoho CRM 、Zoho Campaigns 、Zoho SalesIQ、Zoho Social、Zoho Desk 、Zoho Forms、Zoho Books、Zoho Flow などの単体サービス、あるいはZoho CRM Plus やZoho One、 etc


参加者の皆さん同士で作業中に会話をしたり、ご自身のZoho サービスの画面を共有しながらお互いにアドバイスや情報を交換します。

よりご自身のビジネスに合った環境の構築やカスタマイズを目指しましょう!

‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥

 

以上、ご検討のほどよろしくお願いいたします。

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

        • Audit Log Export via API

          Hello, Based on the documentation here https://www.zoho.com/crm/developer/docs/api/v7/create-export-audit-log.html I need to specify the scope ZohoCRM.settings.audit_logs.CREATE to create a log export. I've created a Self Client app but when I specify
        • Problem with leave API

          Hi, we are unable to add a leave through "Add a Leave API" , we are receiving unauthorized and page doesn't exist. we generated the access token which is working for the other endpoints like "Cancel a leave" and "Get Leave Records", the same access token
        • When Email is sent, automatically have information be stored inside.

          Hi there, I just wanted to know if it was feasible to make it so that when i receive an email to a specific email, all of the information or contents would be filled up inside of leads. This will help me with another side of the process that im working
        • Shopify to Zoho Books Integration

          I have had to go ahead and disable my Shopify integration entirely.  When a Sales Order comes in from Shopify, it lists the shipping charge as a line item with no SKU attached to it.  As you are not able to edit a Sales Orders that comes in from a Marketplace,
        • Enhancing Answer Bot's Capabilities

          Wouldn't it be amazing if the answer bot could directly search for answers in our database, FAQs, articles, etc., without needing to display the entire article? without relying on external tools like ChatGPT This way, it could provide concise and relevant
        • Comment gérer un logo d'entreprise par webinaire ?

          J'organise une série de webinaires avec plusieurs partenaires. Je voudrais que chaque landing page présente le logo de mon entreprise et celui du partenaire avec lequel j'organise ce webinaire. Or je n'ai vu que la possibilité de définir le logo de l'entreprise.
        • Create custom rollup summary fields in Zoho CRM

          Hello everyone, In Zoho CRM, rollup summary fields have been essential tools for summarizing data across related records and enabling users to gain quick insights without having to jump across modules. Previously, only predefined summary functions were
        • Useful enhancements to Mail Merge in Zoho CRM

          Dear Customers, We hope you're well! We're here with a set of highly anticipated enhancements to the Mail Merge feature in Zoho CRM. Let's go! Mail Merge in Zoho CRM integrates with Zoho Writer to simplify the process of customizing and sharing documents
        • Sandbox for consultants who are helping me develop a report

          Hi. I occasionally need to hire someone who has a Zoho skill I don't have and I need to give them access to my account so they can work. It makes me a bit nervous, but I need them to get a work product done. I set their access as "User" and it turns out
        • Prevent carriage returns / line breaks in multi line fields

          I'm trying to connect Zoho Sheets with Zoho Creator however because some people are using carriage returns in multi-line fields the rows are not being created correctly : The values in A4 and A6 are part of a multi line field that looks to have been split
        • Function went from fine to nonfunctioning without change

          url = "https://www.zohoapis.com/crm/v7/Accounts/" + id + "/Attachments/" + attach_id; file_engage = invokeurl [ url :url type :GET connection:"zoho_attachments" ]; The attach id is grabbed from a file upload field account = zoho.crm.getRecordById("Accounts",id);
        • How to get NSE/BSE Stock Prices in Zoho sheets?

          I've been looking for a function that provides me with the NSE/BSE listed stocks price in Zoho Sheets like GOOGLEFINANCE in Google sheets, but I found none. Please help if there is any way to het stock prices?
        • Setting Up Direct Mail Campaigns

          If I need to set up a 5 step direct mail campaign is that possible? Basically every week I upload names from a CSV to Zoho and then would need to mail them every 45 days for about 6 months. I would want to be able to take names off the list when they say their house is sold or that they don't want to be contacted. I don't necessarily need to have it integrated with click2mail or anything but would at least need to be able to export the file in a CSV/excel for each mailing.  Does anyone know if that's
        • Add and Remove Agents from Departments and Groups in Zoho One

          Hi Zoho Flow Team, We hope you're doing well. Currently, Zoho Flow provides an action to add an agent to a group in zoho one, but there is no action to remove an agent from a group or a department. Another action that we find missing is the option to
        • Zoho Creator HTML Snippet - Can't get list to iterate

          Hi! I'm trying to create an HTML Snippet on a page in Zoho Creator and would like to create an HTML table pulled from a list of time entries that I have in a form. I have successfully pulled the collection of time entries, but the code that I have built
        • How can I create individual records from a subform

          Hi, I am collecting subform data into a Lead record and I need to create individual records for each row associated to the account when it is converted. How can I do this?
        • Custom Extension, create a trigger button in custom module to launch the app, or any workaround

          Hello Have created a custom extension , publish as private, all working But I'm facing an issue For my test I create a button in accounts or Contacts module to launch the app. But how I can handle to create same button in a custom module (not created
        • How do I filter contacts by account parameters?

          Need to filter a contact view according to account parameter, eg account type. Without this filter users are overwhelmed with irrelevant contacts. Workaround is to create a custom 'Contact Type' field but this unbearable duplicity as the information already
        • Connecting Zoho Inventory to ShipStation

          we are looking for someone to help connect via API shipStation with Zoho inventory. Any ideas? Thanks. Uri
        • Moving contacts from one folder to different folder

          I set up two folders. Uploaded CSVs and build my fields according to what I needed. My boss wanted more fields and changed the categories wants different fields added and contacts in one folder moved to the other due to reclassification. How can I do
        • Zoho Projects Currency fields in Deluge script

          I have several functions I've written in Zoho Projects that take one or more currency fields as input parameters (arguments). These functions have been working just fine for months, and I made no changes to any of them. Today (Jan 21, 2025) I noticed
        • How do you handle existing customers/contacts?

          Hi, We just integrated MA 2.0 with our CRM and we chose to only import our existing customers contacts. In MA they are all "Raw leads" by default and we would like to mass update these to a stage called "already customers" but the last default stage "Sales
        • Quick Create popup for Lookup fields, Mailchimp related list and User lookup field!

          Hello everyone,   We have recently introduced some most-requested enhancements. Here are the details: Quick Create popup for Lookup fields When we create a new deal in Bigin, there is an option to create a contact/company right from the Create Deal page.
        • Webinar - Getting Started with Landing Page Marketing | Zoho LandingPage

          Ready to build your first landing page that actually converts? Landing pages are a powerful marketing tool—but only if you know how to use them correctly. In this webinar we’ll dive into everything you need to know about creating landing pages that capture
        • Making the Resolution Tab Mandatory

          Hello Everyone! This edition is here to show you how to make the Resolution mandatory when closing a ticket. The Ticket Resolution tab helps keep a record of the solution provided for the ticket query. The resolution can serve as a quick reference to
        • 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
        • 🔍 How to effectively organize data in a CRM? – My approach and questions for you

          Dear ZOHOssians! While working on organizing data in a CRM, I decided to use the native modules: Leads, Deals, Contacts, and Accounts as a solid foundation for managing processes. However, I’m now exploring the next steps and considering various options
        • Gravity Forms, JSON, Webhooks and Zoho Flow

          I have form that I use to populate a Module in Zoho CRM. When the data is sent back from Gravity Forms, it's sent back in this format (I've cleansed the data for privacy): { 4 : "email@email.com", 5 : "+61999999999", 6 : "emai2l@email.com",
        • Introducing Bot Filtering for Accurate Email Campaign Analytics

          Dear Marketers, We're excited to announce a new feature designed to enhance the accuracy of your email campaign analytics: bot filtering. This feature helps you filter out bot-generated opens and clicks, ensuring your campaign reports reflect genuine
        • Report to see committed stock vs quantities on order with suppliers

          Hello Zoho Community, I am looking for a report in Zoho Books / Inventory that will show the committed stock from sales orders, and show what quantities of the same part are on order from purchase orders. I have found the committed stock details report,
        • Account

          I need to know how the maximum contact records available in my subscription. Also pleas advise the process to increase Contact Records. Also I need someone to contact me, I may need to add users, but need to workout a package that would fit my budge
        • Getter error message Number of statement execution limit exceed Line:(216)

          Hi, this script is giving me error message "Number of statement execution limit exceed Line:(216)". Please advise htmlpage Pay_Period_Details(PayPeriodID,AgentID,ShowPrint,start_range,end_range) displayname = "Pay Period Details" content <%{ /* Get The current Pay Period Record */ Int_Pay_Period_ID = PayPeriodID.toLong(); Current_Pay_Period_Record = Pay_Period[ID == Int_Pay_Period_ID]; Previous_Pay_Period_ID = thisapp.Application.GetPreviousPayPeriodID(Current_Pay_Period_Record.ID); /* Checking Agent
        • API Casing needs consistency in names

          The JSON for an account record looks like this: {"Name": "Name of the Account", "id": "id of the account", "Address": "address of the account" "Owner":{ "name": "Name of Owner", "id": "id of owner", } } It makes no sense that "name" is capitalized in
        • How Can I Easily Access and Manage My GEPCO Online Bill Using Zoho Sheets?

          Hello everyone, I'm looking for an efficient way to access and manage my GEPCO online bills. I've heard that Zoho Sheets can be a powerful tool for organizing and tracking bills, but I'm not sure how to set it up for this specific purpose. Does anyone
        • Newspaper template

          Is there a template that looks like a newspaper or magazine?
        • New in Writer: Enhanced Content Generation and Formatting features

          We are excited to unveil these features that can enhance your content creation and formatting experience. These additions are carefully tailored to boost your productivity and unlock your full content creation potential. Get the scoop on all the fresh
        • Webhook when estimate is refused is not firing

          Hello, I use a workflow through make that sends estimate with zoho books (I paid books and sign). -Those estimates when accepted are firing the webhook that I create in zoho sign (photo 1) -However when refused they are not firing the webhook that I created
        • Transfer contact to a lead.

          Is there a way to transfer a contact from CRM to a lead without having to re enter everything.
        • Form to update a CRM contact field

          Hello I need an help as I am going crazy. I need to create a form where there is a dropdown field with the contacts of Zoho crm (if possible filtered on the base of a field) and where other fields will be be automatically fetched with zoho crm data as
        • Zoho Recruit - Blueprint and ZIA

          If I activate the Blueprint for Jobs in Zoho Recruit, Zia disappears for matching canddiates, why is that?
        • Next Page