【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

【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!


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 Plus 相談会やZoho CRM の情報交換会を用意しています。

また今回のオンラインMeetupにご参加いただいた方に、先着でZoho Japan Community オリジナルノベルティをプレゼント!
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。

━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
・日時: 2021年12月17日(金)16:00〜18:00終了予定
・参加費: 無料
・配信方法: Zoom(※お申し込み後に招待URLが送信されます。)
・トピック:
ーZoho CRM ユーザー事例(スマートプラス 中山幸子さま)
「ON THE ROAD」 ~Zoho CRM をはじめた私の今とこれから~

ーグループディスカッション
以下の中からお好きなトピックにご参加いただけます。
1. Zoho CRM Plus 相談会「先輩ユーザーに聞いてみよう! 〜Zoho CRM のお悩みからZoho Analytics による分析まで〜」
(アンテロープ・ワーク 白木 壯一さま × Zoho 社員)

2.「Zoho CRM 座談会」
・Zoho CRM ワークフロー共有会 
・Zoho CRM レポート、ダッシュボード共有会
・Zoho CRM × 他Zoho サービス連携について語り合う会
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

みなさまのご参加をお待ちしております。

Zoho Japan Community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

    • Conditional Layouts On Multi Select Field

      How we can use Conditional Layouts On Multi Select Field field? Please help. Moderation update: Multi-select picklist fields are now supported in Layout Rules. Additionally, Layout Rules is now available in the Professional Edition. These updates have
    • Zoho Marketing Automation WhatsApp Campaign Import Sync for Zoho Analytics

      WhatsApp is a critical channel in modern marketing, yet WhatsApp Campaign metrics from Zoho Marketing Automation currently cannot be natively imported into Zoho Analytics via the default advanced analytics connector. Integrating this into the standard
    • merge the Multiple POs to single PO if Vendor of PO"s --in Zoho Inventory

      HI Merge the Multiple POs to single PO if Vendor of PO"s are Same ----in Zoho inventory Please provide any work around to achive this .
    • Is there a CRM Deluge function available to convert an RTF (rich text field) to plain text (with no formatting tags)?

      I know that we can run reports so that RTF fields can either show as plain text or the text or the text with the formatting fields included (which is wonderful, btw, as it helps me adjust tags when I need to troubleshoot and just see what I need to see
    • 【Zoholics Japan 2026】ITreview 口コミ投稿キャンペーンを実施します!

      ユーザーの皆さま、こんにちは! 2026年9月25日(金)開催の「Zoholics Japan 2026」会場にて、 Zoho CRM・Zoho Workplace・Zoho Mail を対象とした「ITreview 口コミ投稿キャンペーン」を実施します! Zoholics にご来場いただく皆さま、ぜひこの機会に普段お使いの Zoho 製品について、率直なご感想をお聞かせください。 【キャンペーン内容】 対象製品: ・Zoho CRM ・Zoho Workplace ・Zoho Mail キャンペーン実施時間:
    • Contact removed when picking ticket template.

      hi new to Desk rolling out to company, replacing Freshdesk. Is there way to keep the in context contact when selecting a template? When you choose a template you lose the contact!
    • Using IMAP configuration for shared email inboxes

      Our customer service team utilizes shared email boxes to allow multiple people to view and handle incoming customer requests. For example, the customer sends an email to info@xxxx.com and multiple people can view it and handle the request. How can I configure
    • Zoho Tables is now available in Zoho One!

      Hello Zoho One users, We’re excited to announce that Zoho Tables is now included as a part of Zoho One suite! As teams grow, managing projects, approvals, inventories, campaign trackers, and operational workflows across multiple spreadsheets become difficult.
    • Zoho Publish is now available in Zoho One!

      Hello Zoho One users, We’re excited to announce that Zoho Publish is now included as part of the Zoho One suite! As businesses grow, managing Google Business Profiles across many locations becomes challenging. Business information needs to stay accurate,
    • Global Sets for Multi-Select pick lists

      When is this feature coming to Zoho CRM? It would be very useful now we have got used to having it for the normal pick lists.
    • Bank Transaction Rules Link Under Each Bank Account

      Hello, can you'll move the "transaction rules" button or link back under each bank account? It is now on Bank Overview, if I am working on a specific bank account, I don't want to go out to overview to check the rules. That button displays rules for all
    • Nested notebooks

      Dear Sir/Madam, I would like to know if it is possible to nest notebooks. It would be very helpful when there are too many, as it would improve organization. Thank you for your response. Best regards.
    • Zia Agents looks promising, but I still cannot deploy my first agent or connect WhatsApp after weeks of support tickets

      Hi Everyone, I am posting here because I am stuck and need practical help from someone who has successfully deployed a Zia Agent with WhatsApp. Zia Agents looks like a very promising product. I have watched the platform expand quickly, and I have noticed
    • Zoho CRM

      Cuándo voy a adjuntar un archivo .pdf en un registro en el campo Archivo obtengo el siguiente error:
    • Implement Meeting Polls in Zoho Bookings

      Dear Zoho Bookings Support Team, We'd like to propose a feature enhancement related to appointment scheduling within Zoho Bookings. Current Functionality: Zoho Bookings excels at streamlining individual appointment scheduling. Users can set availability
    • Recording Salaries and wages in zoho books with bank fees

      Hello Community, I am posting this questions to understand the best way to record the salary and payroll expenses in zoho books. The way it works here, For example if I have 3 employees and each employee salary is lets say $1000. I usually use the bank
    • API - Available Stock Definitions

      Okay, Zoho team... your copywriters fell down on the job for this one :) I think these warrant a bit more explanation as to what they include and what they don't.
    • [BUG] WebTabs in ZohoCRM now have a spurious "\" displayed along with some additional HTML Head code included

      An example of the issue can be seen below:
    • CNIL - Suivi de Pixel

      Bonjour à tous, À la suite de la nouvelle recommandation de la CNIL sur les pixels de suivi dans les e-mails, savez-vous si Zoho Campaigns permet : de conditionner le suivi des ouvertures au consentement de chaque contact ; de proposer un lien permettant
    • Scheduled import

      The tutorial shows a scheduled import option but this option doesn't appear to be available when using Zoho DB.
    • #4 Choosing How My Invoice Should Look

      Day 4: Meera had the basics sorted. Her business name was there, the address looked right, and her logo finally appeared where it should. But the invoice still did not quite look like hers. Her old studio used invoices that were clean, tightly laid out,
    • Transaction rules for "Owner's Contribution" ?

      I have a bank account where a lot of the deposits are "Owner's Contributions" (i.e., the business owner investing money in the company). Is it possible to create a Transaction Rule to automatically recognize these? They all have the same verbiage from
    • DYK 12: Turn Email into Work Items

      Did you know you can add work items to your Zoho Projects portal directly from your inbox? The initial step of important collaborations start over an email, and most of these require an immediate follow-up by creating a task, or reporting an issue. During
    • Custom Function not getting package details when triggered from Workflow Rules.

      I have a custom function for Packages that submits a form in our Creator app that we use to generate custom shipping labels (internal staff complete deliveries so we cannot generate shipping labels straight from Inventory). When the function is executed
    • how to Solve Conflict Invoices in Zoho POS

      Hello Team, I am facing a repeated issue in Zoho POS while saving a sale that contains service-based items. My products are intentionally created as Service (Non-Inventory) items because I do not want to track stock for them. However, every time I try
    • ¿Cuándo estará disponible la edición de Zoho POS para México?

      He estado revisando las capacidades de Zoho POS y su evolución dentro de la estrategia de Zoho for Retail, y me parece que existe una oportunidad muy interesante para el mercado mexicano. Zoho POS ya ofrece funcionalidades para gestionar ventas, inventario,
    • Important update for Zoho RPA Windows Agent users

      Hi everyone, We would like to share an important update for Zoho RPA Windows Agent users running Windows Server 2016 or Windows Server 2019. The new Zoho RPA Windows Agent 6.0.0 and later versions are not supported on Windows Server 2016 and Windows Server
    • Multi-Option Estimates: One Estimate, Multiple Choices

      Every service request can have multiple solutions. Multi-Option Estimates help you present these different solutions in a single estimate with its own name, parts, price, and total. Each option can differ in scope, approach, or price — whatever choices
    • Delete CRM Portal

      How do I delete portals from my CRM? I created one just to test, it is not in use and is disabled but it's existence is preventing me from marking fields in modules as "required" unless I make it 'read/write' in the portal first. I'd rather just delete
    • Marketing Tip #32: Improve SEO and customer confidence with an FAQ section

      Before making a purchase, customers often have simple questions about delivery times, returns, product usage, or sizing. If they can’t quickly find answers, they may leave your store without buying. Adding a clear FAQ (Frequently Asked Questions) section
    • ZOHO Campaigns in ZOHO Analytics - Campaigns vs Contacts Table

      There seems to be information in the Zoho Campaigns table such as Unique Opens and Unique Clicks that can't be found in the Campaigns vs Contacts table where only Opens and Clicks are shown on a per contact level. Is there a way to bring Unique Opens
    • How to change an employee mail id

      Hi, Does the administrator have the rights to edit an  employees mail id. 
    • Cousin Domain Verification in Zoho Mail: Identify and block look-alike domains

      Phishing attacks often rely on domain names that closely resemble legitimate ones. This makes it difficult for users to identify fraudulent emails at first glance. Zoho Mail's Cousin Domain Verification feature allows administrators to define trusted
    • How do I add 2 agents under the same email?

      I have 2 agents who use the same email address. I added one, but when adding the second agent, it says that the email is already registered. How do I configure this properly?
    • Zoho Desk API modifiedTimeRange returns HTTP 500 around 2026-03-08T02:00:00.000Z

      Hello Zoho Support Team, We are experiencing a reproducible HTTP 500 Internal Server Error when querying the Zoho Desk API search endpoint with a specific modifiedTimeRange boundary. ### API Endpoint GET /api/v1/tickets/search ### Reproduction Steps &
    • Updating an Invoice Line Item's Discount Account via API Call / Deluge Custom Function

      I need help updating an invoice line item's discount account via API. Below is a screenshot of the line item field I am referring to. Now the field to the left of the highlighted field (discount account) is the sales income account. I am able to modify
    • Collaborate Visually with Whiteboard in Zoho Projects

      Whiteboard in Zoho Projects allows you to collaborate visually by creating diagrams, annotating designs, and sketching project workflows using shapes, text, and images within project modules. Team members can work simultaneously, improving productivity
    • Associate project with timer on iPhone

      When I start the timer without first associating a project (on my iPhone), its starts fine but now when I need to associate a project, and click on the link, I get a list of EVERY project I've ever put into Zoho Books. It used to just show active projects.
    • Sales Tax Refund on Commerce Order

      I've looked high and low. Relatively new to ZOHO but not to systems in general. How do we produce a refund for sales tax charged and paid for by a customer in error? This does not impact inventory stock. Simply for accounting and getting the $ back to
    • Importing Chart of Accounts from Quickbooks -- "Debit or Credit"?

      I'm trying to switch from QB to Zoho Books. I've prepped my chart of accounts and put it into the format following the structure of the sample CSV file. But one thing that does not exist at all on the Quickbooks side is the Zoho column for "Debit or Credit".
    • Next Page