コミュニティダイジェスト 2023年9月

コミュニティダイジェスト 2023年9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。

9月の活動は以下のとおりです。

 

[ Zoho CRM に関する アップデート情報 ]　

ホーム画面、設定のコピーに関するアップデート：権限単位でのホーム画面の共有など  

ポータル機能に関するアップデート：拡張機能に関するタブに対応  

モチベーター機能に関するアップデート：ディスプレイ用チャンネルのお知らせの追加など  

見積管理機能（Zoho CPQ）に関するアップデート：商品設定と価格ルールの「フィルターと検索」UIの強化など  

 

[ Zoho Japan 主催のイベント情報 ]

【品川 x オンライン開催】 10/27 Zoho ユーザー交流会（Meetup）のお知らせ | ユーザーの活用事例を直接聞ける学びの場！  

 

[ ディスカッション ]

いよいよインボイス制度始まりますね。そこで。。。。  

郵便番号から住所を自動入力するクライアントスクリプト  

 

[ ユーザー / パートナーからのお知らせ ]

【Zoho勉強会Vol.3】ZohoCRMカスタマイズ初歩講座　〜タブとワークフローのカスタマイズ編〜  

 

  

イベント情報

 

▼9月に開催したイベント

 

・Zoholics Japan 2023

自社最大イベント「Zoholics Japan」で、 Zoho コミュニティの展示ブース、セッションへの参加をとおして、コミュニティの活動内容を紹介しました。

当日は多くの方々から、現在の活動や今後取り組んでみたいことなどについてご意見をいただくことができ、大変うれしく思います。

 

フォーラムをこれから利用される方へ向けて、改めて「利用規約」と「初めてガイド」を共有します。コミュニティ内のルールや投稿方法などが記載されていますので、ぜひご一読ください。

 


 

 

・Zoho ワークアウト：9/27（火）14:00~16:00  （課題解決型のワークショップイベント）

オンライン形式にて開催し、4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 郵便番号から住所を自動入力するクライアントスクリプト 

 - Zoho Campaigns 初期設定 

 - Zoho CRM / Zoho Calendar / Microsoft Office 365 カレンダー同期 

 

《集合写真》

 

10月27日にはユーザー交流会がハイブリッド形式（AP品川またはオンライン）で開催されますのでぜひご登録ください。

  

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

 

8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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