【無料/オンライン】4/30開催｜Zoho ワークアウト（オンライン勉強会）

【無料/オンライン】4/30開催｜Zoho ワークアウト（オンライン勉強会）

ユーザーの皆さま、こんにちは。
コミュニティグループの中野です。

4月開催の「Zoho ワークアウト」のご案内です。

本イベントは、Zohoユーザー同士で交流しながら
設定・運用・活用に関する課題解決を目指すオンライン勉強会です。

「設定を進めたいけれど、一人だと手が止まってしまう」
「他社がどう活用しているのか知りたい」
「相談できる相手がおらず、運用に悩んでいる」

そんな方におすすめのイベントです。

▶︎参加登録はこちら（無料）

Warning
定員に達したため、募集を締め切りました
━━━━━━━━━━━━━━━━━━

Zoho ワークアウトとは？
━━━━━━━━━━━━━━━━━━

参加者それぞれが取り組みたいテーマを持ち寄り、

・設定/検証作業を進める
・参加者同士で意見交換する
・先輩ユーザーへ相談する
・画面共有しながら活用方法を学ぶ

など、交流しながらZoho活用を深める場です。

「まずは雰囲気を見てみたい」という初参加の方も歓迎です。お気軽にご参加ください。

━━━━━━━━━━━━━━━━━━
こんな方におすすめ
━━━━━━━━━━━━━━━━━━

・Zohoの設定/検証作業を進めたい方
・他ユーザーの活用事例や工夫を知りたい方
・運用に関する悩みを相談したい方
・Zoho活用に取り組む仲間と交流したい方

━━━━━━━━━━━━━━━━━━
過去の相談テーマ例
━━━━━━━━━━━━━━━━━━

・Zohoサービスの初期設定
・Zohoサービス同士の連携設定
・各サービスの使い分け相談
・社内定着/運用改善について
・他社の活用方法共有

━━━━━━━━━━━━━━━━━━
開催概要
━━━━━━━━━━━━━━━━━━

日時：4月30日（木）15:00〜17:00
形式：オンライン（Zoom）
参加費：無料
募集人数：5名
対象：Zohoサービスをご利用中の方
※途中参加/途中退室可

▶︎参加登録はこちら（無料）
Warning
定員に達したため、募集を締め切りました
━━━━━━━━━━━━━━━━━━

ご参加にあたっての注意事項
━━━━━━━━━━━━━━━━━━

本イベントは、ユーザー同士の交流を通じた課題解決を目的としたイベントです。
Zoho 社員への個別問い合わせ・サポート対応をご希望の場合は、サポート窓口をご利用ください。


日本語サポート窓口：
https://support.zoho.co.jp/portal/ja/home
※パートナー企業/代理店経由でご購入の方は、購入元企業へお問い合わせください。

皆さまのご参加をお待ちしております。

    • Sticky Posts

    • 普段使っているAI、Zohoと繋げてもっと便利にしませんか？【Zoho MCP】

      みなさんこんにちは、ゾーホージャパンの岸本です。 ChatGPTなどのAI、普段から使っていますか？ 最近は「AIを使う」だけでなく、 普段利用している業務ツールとAIを繋げて活用するケースが増えてきています。 そこで6月のコミュニティイベントでは、Zoho社員セッションでZoho MCPを取り上げようと思います。 【Zoho MCPって？】 Zoho MCPは、AIとSaaSアプリケーションを連携するための仕組みです。 ----------- MCPプロトコルをサポートしているLLM（一例）：

    • 【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！

    • Recent Topics

    • Tropicalize Books

      Books is an incredibly powerful tool that works well in many countries. But I feel that it is a product that is not yet "tropicalized" for Brazil as we speak (this would be like adapting the local reality). We have many strong competitors who do more

    • Generate print-ready documents from Zoho Books with the Zoho Writer extension

      Hi everyone, We're excited to introduce Zoho Writer Templates for Zoho Books extension. This extension allows you to create and use customized templates to generate professional, print-ready documents such as invoices, estimates, purchase orders, and

    • Tip #73 - Exploring Technician Console: Diagnostics - 'Insider Insights'

      Hello Zoho Assist Community! Say you're remotely supporting a client whose machine is behaving erratically. Applications are freezing, services keep stopping on their own, and the user has no idea what's going wrong under the hood. You need to dig deeper,

    • Replies sometimes creating separate ticket

      Sometimes when a customer responds to an email coming from Zoho Desk, instead of adding a reply to the original ticket, a separate ticket is created. This happens even though the response subject line contained the ticket number, and the person responding

    • NEED HELP

      I have below data po no invoice no Party inv date value status 1 aa1 ABC 01-May-26 100 Under Cr 2 aa2 XYZ 02-May-26 200 Over Due 3 aa3 ABC 02-May-26 300 Under Cr 4 aa4 XYZ 03-May-26 400 Under Cr I need result as below using formulas (not Pivot table)

    • Pasting images is a mess

      I’m trying to paste images into my tickets, in the comments field. But when I paste images, they end up in the wrong order or behind the text.

    • A way to create kits (groups of items) that do not require bundling and are added to an order as the individual items

      We are evaluating moving off of Sage BusinessWorks (which handles accounting, order entry, inventory control, accounts receivable, etc) to Zoho Books/Inventory. One of the things we heavily use is a feature called Kits, which allows creating a group of

    • Auto-sync field of lookup value

      This feature has been requested many times in the discussion Field of Lookup Announcement and this post aims to track it separately. At the moment the value of a 'field of lookup' is a snapshot but once the parent lookup field is updated the values diverge.

    • Refering cell from other sheet

      Hi, If we want to refer any cell in the same sheet its very easy, like suppose if I want to refer cell A2  in P7 I just need to type =A2 in P7, similarly how can I refer a cell present in different sheet ( I mean refer cell A2 from Sheet1 into Sheet2) Thanks

    • How to prevent users from switching price lists in an order?

      Hi, I have Zoho Finance integrated with Zoho CRM. My team will be placing orders through the CRM using the Finance module. When creating a new customer I will assign it a price list, I don't want the sales rep to switch to a different Price List, other

    • Edit 'my' Notes only

      The permissions around Notes should be more granular, and allow to user to be able to edit the notes he created only. The edit Notes permission is useful as it allows the user to correct any mistakes or add information as needed. However, with this same

    • Invoice emails repeatedly "Bounced back" from perfectly good email address of clients.

      Hi For a couple of months now I am getting tens of invoice email invoices "bounced back" from perfectly sound email addresses when they are sent via Zoho Books. (see attached or an example) (the common theme seems to be that the emails are going to either

    • Paying a credit card

      When you move money from your operating account to the credit card account to pay the balance does you select "Pay Credit Card" or "Transfer". Doers it matter? Also I seem to be doing transfers and sometimes I get a list of possible matches and I select

    • Timer not appearing to update

      For the last couple of days, I've noticed my timer is not updating. When I start it, it doesn't show as started until I refresh the page. When I pause it, it doesn't show as paused until I refresh the page. But it does register a stop correctly in real

    • Proforma Invoice

      Is there an option to create proforma and advance invoices in professional

    • Zoho Books | Product updates | May 2026

      Hello users, We're back with the latest updates and enhancements we've rolled out in Zoho Books. From sales tax automation to scanning receipts for free, explore the updates designed to upgrade your bookkeeping experience. Sales Tax Automation [US & Canada

    • Restrict Ticket Movement to Specific Departments in Zoho Desk

      Hello Zoho Desk Team, Greetings, and hope you are doing well. We would like to submit a feature request regarding the ability to control ticket movement between departments in Zoho Desk. Current Limitation: At present, Zoho Desk allows agents to move

    • Bounced Contacts

      We recently started using Zoho and hadn’t sent out campaigns in quite some time. With our first campaign, we saw a high number of bounce backs, which we expected due to the age of some contacts in our database. After doing some research, I understood

    • DYK 5 - Soft and Hard Links in Task Dependency

      Did You Know you can manage dependent task schedules with Zoho Projects? In a project, some tasks are linked while others progress on their own. When a task is hard linked to another, its schedule is automatically adjusted when the predecessor moves.

    • No Ability to Rename Record Template PDFs in SendMail Task

      As highlighted previously in this post, we still have to deal with the limitation of not being able to rename a record template when sent as a PDF using the SendMail Task. This creates unnecessary complexity for what should be a simple operation, and

    • Whats app integration

      Do we have a whats app integration as wel for Zoho recruit please.. If so how can we process it

    • Global/Overall Reports & Dashboards in Zoho Sprints

      Hi, Do we have an option to refer Global Level Reports & Dashboards in Zoho Sprints? We could see that we have Project specific Reports & Dashboards inside every Project. However, for a management level we want Reports & Dashboards visibility at a Global

    • AI-Powered Summaries for Records, Notes, and Emails

      Recruiters spend a significant part of their day catching up on context. Reviewing candidate records before a call, scrolling through notes after an interview, or reading lengthy email threads to understand the latest update. As hiring volume grows, finding

    • Cross Module Filtering – Use Fields from Lookup modules in Custom Views criteria and Advanced Filters

      Hello everyone, Zoho CRM now enables you to achieve deeper filtering of records in a module, using fields of a lookup, thereby enhancing your data management experience manifold. This filtering based on lookup module fields is now available in advanced

    • Zoho Recruit Extension - Recruit Variables

      I am creating a zoho recruit extension. I have created a zoho recruit variable "token". The user who installs the token is supposed to fill this field. This is now connected with a workflow of "Job Create". I am using a deluge function that sends ths

    • Direct URL to "View Record"

      I would like to create a button (Deluge Script) to jump to the "view record" without passing by the record menu, but I can not aford to find the right url. I don't want the "view record" as a single page. I want the "view record" in the application like the picture below: Thanks in advance for your help

    • Zoho recruit's blueprint configuration is not functioning as mapped

      Current Status: Zoho Blueprint is not functioning as configured. Issue: We are moving a Candidate status in Zoho Recruit "for active file" but we encountered: "Status cannot be changed for records involved in Blueprint." This happens to various client

    • Interview Notes and Feedback

      We hold panel interviews and would like an option for all panel members to leave independent interview feedback and notes. At present, we can only see an option for a single person to do that. Is there a way multiple people can leave centralised feedback

    • WF On User Input of Field calling a function

      As the Title implies, I have an Invoice form with a Lookup field called Car. When the user enters a value, I want to create a series of SubForm (charge) rows with data entries that depend on the Car form. I have a Function that describes how many lines

    • site24x7

      regards the "www.site24x7.com" service is included in the service of zoho one If included please enable it in my zoho one service Thank you

    • UK MTD -- do we really need to map accounts every time we finalise a quarterly report?

      Hi, I've been using Books for years as a sole trader in the UK and been very happy with it overall. I was expecting that their implementation of features for MTD was going to be seamless and helpful. Unfortunately, it seems very bare bones and unclear.

    • How do I remove a data source from Zoho Analytics?

      I am unable to find a delte option on a datasource that i put in the system as an error. On teh web it refers to a setup icon but I do not see that on my interface?

    • How Can AI Agents Improve E-commerce Operations Efficiency?

      I’ve been thinking about this question recently: as e-commerce operations become more complex, can we use AI Agents to improve daily efficiency? Many e-commerce teams need to handle product management, order follow-up, inventory checks, customer replies,

    • Zoho Calendar Appointment Booking

      Hello, Community! We've all been there — the endless "Does Tuesday work?" → "How about 3pm?" → "Actually, can we do Thursday?" loop. Not anymore. Stop playing scheduling tag. Let your Calendar do it. Zoho Calendar's new Appointment Booking feature hands

    • Support for Custom Fonts in Zoho Recruit Career Site and Candidate Portal

      Dear Zoho Recruit Team, I hope you're doing well. We would like to request the ability to use custom fonts in the Zoho Recruit Career Site and Candidate Portal. Currently only the default fonts (Roboto, Lato, and Montserrat) are available. While these

    • Integrating Custom Zia Agents with Bigin

      Hello Biginners! With the introduction of Zoho's Zia Agents, automation in Bigin has moved beyond predefined rules into something much more dynamic and intelligent. Instead of building rigid workflows, you can now create custom Zia Agents that understand

    • Introducing the New Zoho Assist Quick Support Plugin

      We are thrilled to announce the new Zoho Assist Quick Support Plugin, the upgraded and enhanced version of the Zoho Assist Customer Plugin. This new plugin allows organizations and IT administrators to deploy it directly onto their customers’ devices,

    • Consider Making Printing Easier (UI)

      I'm using Zoho Analytics in much the way that it was intended when it was "Zoho Reports" - as a way to pull together information across several apps in the ecosystem. I have a dashboard that I need to run each week for every employee (change the filter

    • Project Management Bulletin: May, 2026

      Welcome back to our latest edition of Project Management Bulletin packed with our new releases, exciting new roadshows, and insider tips! But first, we have a question for you: Does your PM software adapt to your organization’s goals, or are you reshaping

    • Bank Feeds Missing some transactions and duplicating some

      Hello, I have been using Zoho or a number of years and have never had a real problem with bank feeds, however in the last month the feeds have not picked up all transactions, and sometimes a transaction is being duplicated. For example, the bank statement

    • Next Page