3/18 オンライン勉強会のお知らせ Zoho ワークアウト （無料）

• Topic Participants

• Junya Nakano

  

• 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

• Allow Super Admins to Edit Task “Created By” and Issue “Reporter” Fields

  Hello Zoho Projects Team, We hope you are doing well. We would like to submit a feature request regarding the ability to manage and correct system ownership fields in Zoho Projects, specifically: Task → Created By Issue → Reporter / Reported By Current

• The Social Wall: April 2026

  Hello everyone, This month, we’re excited to bring you a set of new updates for Threads in Zoho Social, designed to make publishing, monitoring, and managing your content much easier Threads updates You’ll now see a few useful improvements in the compose

• Sort or filter CRM report by count value

  Hi there, I'm trying to create a report that will show me high frequency bookings (leads) coming through within a time period for any particular account - this is so we can proactively reach out to these accounts. I have a report that shows the information

• Error when changing user permission from read only to user.

  Hi there, Ive tried to change one of my users to be able to edit, however i kept getting the error user license exceed.

• Marketing Tip #30: Promote your brand differently on each social platform

  Not all social platforms work the same way. Posting the same content in the same way across every channel can limit your reach. Each platform has its own discovery system, and understanding what it prioritizes can dramatically improve how your brand is

• Whatsapp Limitation Questions

  Good day, I would like to find out about the functionality or possibility of all the below points within the Zoho/WhatsApp integration. Will WhatsApp buttons ever be possible in the future? Will WhatsApp Re-directs to different users be possible based

• **Building Role-Appropriate Accountability Layers in Zoho Projects - Looking for Real-World Experience**

  We're a small ISP/telecom operator on Zoho One and I'm trying to solve what I think is a common organizational problem. Would love to hear from others who've tackled it. **The Core Problem** Staff will only consistently use a project management system

• Duplicate entries for contacts birthdays

  Good morning I have recently started to use my Zoho calendar and noticed that there are multiple birthday events showing for some of my contacts. I have checked my contacts and there were duplicates for some contacts which I have now rectified but the

• 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

• What's New in Zoho Billing | March 2026

  March is here with a fresh wave of updates to Zoho Billing. From making compliance easier, reporting more flexible, to making day-to-day workflows smoother across the board. Here's everything that's new this month. Introducing Usage-Based Billing Reports

• Subforms in Creator-Lookup Price

  I've got a modular called Price List with items and prices. Ive got another module called Estimates with a subform that looks up that Price List. I am trying to get the "Price" to auto-enter based on the Lookup field of the item name. Anyone know how

• Feature request - pin or flag note

  Hi, It would be great if you could either pin or flag one or more notes so that they remain visible when there are a bunch of notes and some get hidden in the list. Sometimes you are looking for a particular name that gets lost in a bunch of less important

• Tip #20 - Three things you probably didn't know you can do with picklists

  Hello Zoho Sheet users! We’re back with another quick tip to help you make your spreadsheets smarter. Picklists are a great tool to maintain consistency in your spreadsheet. Manually entering data is time-consuming and often leaves typos and irregular

• Map Dependency Upgrades in Zoho CRM

  Map Dependency Fields enhancements are available in CA, SA, JP, CN, UAE, AU and EU DCs. Latest update: Also available in IN and US DCs. Hello everyone, We’ve introduced a set of enhancements to Map Dependency Fields to make setup simpler, faster, and

• CRM to FSM Setup

  Good Afternoon, I am trying to connect CMS to FSM. My current field mapping is: Companies ↔ Accounts Contacts ↔ Contacts Service And Parts ↔ Products I'm setting this up for an elevator service company. The idea is that: Accounts represent Companies.

• All new Address Field in Zoho CRM: maintain structured and accurate address inputs

  Availability Update: 29 September 2025: It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition exclusively for IN DC users. 2 March 2026: Available to users in all DCs except US and EU DC. 24

• Collapsible Sections & Section Navigation Needed

  The flexibility of Zoho CRM has expanded greatly in the last few years, to the point that a leads module is now permissible to contain up to 350 fields. We don't use that many, but we are using 168 fields which are broken apart into 18 different sections.

• 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

• Inventory batch details

  Hi there, I'm trying to get the batch details of an item, here's what I've done so far. I've sent cUrl request to the below endpoint and I get a successful response. Within in the response I find the "warehouses" property which correctly lists all the

• How do I edit the Calendar Invite notifications for Interviews in Recruit?

  I'm setting up the Zoho Recruit Interview Calendar system but there's some notifications I don't have any control over. I've turned off all Workflows and Automations related to the Calendar Scheduling and it seems that it's the notification that is sent

• Unable to send emails from iPhone and iPad

  Curious, all of a sudden I'm unable to send emails from iPhone and iPad. I keeps asking for my password again and again. No problems from my MacBook Pro.

• Journal Entries Do Not Show Multiple Entries to the Same Account

  Another basic accounting function that Books ... Accountants sometimes write journal entries, debiting and/or crediting the same account in the same entry. This is due to the need to record specific activity in an account when we pull reports especially

• Create static subforms in Zoho CRM: streamline data entry with pre-defined values

  Last modified on (9 July, 2025): This feature was available in early access and is currently being rolled out to customers in phases. Currently available for users in the the AU, CA, and SA DCs. It will be enabled for the remaining DCs in the next couple

• Partial customer Refund via customer Credit Card used to pay invoice

  How can we process a partial refund through the same credit card that a customer used to pay the initial invoice? - In other words, say a customer was sent an invoice for $1200.00 and they paid it through Zoho with our online credit processor, PayFlow

• Partial refunds

  I am trying to process refund for a one item invoice, however the refund is partial: i am getting this error while creating credit note, can anyone share some wisdom about this

• How in the heck do i record a (partial) refund???

  I have a client. wrote an invoice for 3 services totalling $520. He paid it online (we use zoho to authorize.net) We went out and couldn't do one of the services I didn't see a way to initiate a refund through zoho books, so i did a $250 refund through authorize.net. Tried to edit the payment on zoho books, but it won't let me b/c "this payment was made on line" When i try to edit the invoice i get a popup about it no longer matching the payment. What do I do??? And why is it so hard to do something

• Action Required: Update your Zoho Projects – Zoho Analytics integration

  Dear Zoho Projects integration users, We would like to inform you about an upcoming update to the Zoho Projects–Zoho Analytics integration. Read the full migration announcement here. As shared in the announcement, we are updating the integration to support

• Mirror Component in Zoho CRM: Access real-time related data without leaving your record

  Hi everyone, This feature is now available for the JP, CA, SA, UAE, and AU DCs. We're excited to bring to you Zoho CRM's mirror component, which presents relevant data on a record's details page and keeps everything users need in one place without having

• Workflows fail silently in Zoho CRM and there is no native way to know

  Workflow automation is honestly one of the biggest reasons my clients choose Zoho. But there is one problem I keep running into across almost every implementation. When a workflow fails, nobody finds out. Email alerts hit daily limits and just stop. Custom

• Office365(outlook emails) Zoho CRM integration

  Hi guys We're looking to buy Zoho CRM and are currently trialling. I'm working from a MacBook fyi. I've so spent 3 hours on live chat today with Zoho as we couldn't get the two to integrate properly, even with the plug in installed but finally managed

• When adding subform records, how do I access member fields of a name field

  I have the following code (runs when a record is added to a form) if (input.P_liza != null) { input_deal = input.P_liza; rec = form_mapping[deal_name == input_deal]; id = input.N_mero_de_documento_de_Identificaci_n_Alfanum_rico; contact = -----redacted------.get_crm_contact_by_id(id);

• Making "All Day Events" not default

  When I go to schedule an event, the All Day checkbox is ticked by default. Generally, I don't plan all day events, so is there a way to make that not checked by default? I couldn't find a setting for this...

• Create custom field in multiple modules

  I am trying to create some custom fields that will be in both leads and contacts module without having to create them separately and then mapping them. How is that performed? it is too time-consuming to create 20+ fields and then do the same thing in a different module when they carry the same info. The idea is that when we get a lead from web site, there are items that we capture and once that lead is a client and moved to Contacts, that info should come over. So trying to find an easy way to create

• Compensation | Salary Packages - Hourly Wage Needed

  The US Bureau of Labor Statistics says 55.7% of all workers in the US are paid by the hour. I don't know how that compares to the rest of the world, but I would think that this alone would justify the need for having an hourly-based salary package option.

• In Desk KB article, how do include an image in a numbered list without using a number or bullet?

  We need to include images in our KBA steps as a numbered list. Here I have numbered steps. I want the image no numbering or bullet. Open Purchase Order Entry. Select the mail icon: Select the Save button. I see your own articles have images in number

• Video Interview features

  I tested the video interview feature. It's supported only on desktop version of chrome/firefox. Most of the times, the candidates are available on their cellphone. Need to have this for mobile devices too.

• POS and payments

  Have i missed the point can i not use zoho POS as a payment terminal back into stripe like we can in Books?

• Delugeサーバーページ(HTML)での関数の使用方法

  Zoho Creator、Deluge並びに初心者です。 題名の通りDelugeサーバーページ(HTML)で関数が使用する方法を教えて頂きたいです。 ざっくりと説明します。 現在、1週間だけカレンダーを表示するページをelugeサーバーページ(HTML)内で作っております。 カレンダー内のボタンには翌週や先週を表示するボタンを追加しようとしています。 それらのボタンを押下した際、現在の日時に±７日をしてページを表示しなおす処理が走るようにさせたいです。 ボタンが押下されたとき、用意していた関数でその処理を実行する想定です。

• Automatically remove commas

  Team, Please be consistent in Zoho Books. In Payments, you have commas here: But when we copy and paste the amount in the Payments Made field, it does not accept it because the default setting is no commas. Please have Zoho Books remove commas autom

• Why does my salesiq dashboard doesn't look like the one on the admin guide?

  https://help.zoho.com/portal/en/kb/salesiq-2-0/for-administrators/setup-brand/articles/setting-up-the-website-channel#Launcher

• Next Page