3/26(水)開催|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

3/26(水)開催|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

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中野です。
3月開催のZoho ワークアウトについてお知らせします。

定員に達したため、受付を終了しました。
━━━━━━━━━━━━━━━━━━━━━━━━

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イベントです。

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、

Zoho Champion や、他の参加者と同じ空間で作業を行うことが可能です。

━━━━━━━━━━━━━━━━━━━━━━━━

 

◎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 サービス同士の連携設定(CRM / Campaigns またはMarketing Automation, CRM / Forms など)
  • 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:3月26日(水)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  

定員に達したため、受付を終了しました。
 

本イベントについて、SNSや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(Zoho Champion)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

‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥
みなさんのご参加をお待ちしております。 

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

    • Introducing Assemblies and Kits in Zoho Inventory

      Hello customers, We’re excited to share a major revamp to Zoho Inventory that brings both clarity and flexibility to your inventory management experience! Presenting Assemblies and Kits We’re thrilled to introduce Assemblies and Kits, which replaces the
    • 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
    • Zoho Payroll's USA and KSA editions are available in Zoho One!

      Greetings! We’re excited to share that Zoho Payroll, currently available only in India and the UAE, is now introducing the KSA (Kingdom of Saudi Arabia) edition and the USA (United States of America) edition, and these editions are now available in Zoho
    • What is the difference between a template and a snippiet

      Hi there, I am currently working on optimising our service desk and improving the consistency of our responses. I have come across two tools that appear to help do this, templates and snippets. I was wondering what the similarities and differences are
    • Zoho Recruit - Automatic email before expiry date

      Hi, how can we automate email going out to candidate if one of the 3 fields are 30 days or less before expiry? All available workflow triggers are update/create/delete based but I want this to be independent of any activity on candidates profile. Is it
    • Display CRM account field on Zoho Desk Ticket

      I have linked a custom CRM Account field for "Customer Care Lead Advisor" with Zoho Desk Accounts. I know the data has synced correctly as I am using this field for some automations based on this lead advisor field. When viewing a ticket that is linked
    • Is there a way to set up templates for commonly occurring issues on Zoho Desk

      Hi there, We have recently migrated our service desk over to Zoho. I was wondering if there is a way we can set up custom templates for specific requests that we commonly get from our customers. Example: Customer often requests a password reset. There
    • Announcing Early Access to "Zoho CRM for Everyone" — A new and exciting update to Zoho CRM

      We are delighted to announce an Early Access to Zoho CRM for Everyone— a truly democratic approach to managing a CRM, gift-wrapped in an exciting and intuitive user interface. Here, multiple teams across an organization can coordinate among each other
    • Function #35: Close all tasks associated with a lead and create a new task.

      Welcome back everyone! Last week, we learnt how to close all tasks of a deal depending upon the deal stage. This week, let's look at a custom function that lets you close all of the tasks associated with a lead while simultaneously creating a new task, like when you need to halt all progress towards a lead while the lead is not available at the moment but create a reminder task. Business scenario: The success of a company, in one way or another, is determined by the leads it gets. Each lead is just
    • Tables for Europe Datacenter customers?

      It's been over a year now for the launch of Zoho Tables - and still not available für EU DC customers. When will it be available?
    • Exchange Rate Updates

      Hi, It would be great that when you work with multiple currencies, the exchange rate updates automagically every day (as seen on Zoho Books) or at least that when you create/update an opportunity the exchange rate could be manually updated, or maybe both!
    • Feature Request - Approval Processes

      Hi Team, I think it would be really valuable to add the approval process feature like what is currently available in the CRM. The problem with the current approval support is it can't be automated to send the approval to set people based on the values of fields within the tickets. Is this something that could be considered for the roadmap? Thanks, Harry
    • Zoho CRM and Books Integration

      Evening, I have started the integration with FSM from CRM and having difficulties with the mapping. In CRM we use "Unit Price" as our cost price and mark this up on a subform to create a "Sell Price" this markup can be different on each quote depending
    • Check Validation Rules all fields on Quick Edit on Record Details Page

      I've added validation rules for some fields in a module — let’s say 3 out of 6 fields have rules. On the Edit Page, if any of those fields have an error, I can’t save the form — which is good. But on the Details Page, I can still quick edit other fields
    • zoho crm intergration with zoho campaign

      I  to intergrate zoho CRM with zoho campaigns https://help.zoho.com/portal/en/kb/crm/integrations/zoho/zoho-campaigns/articles/zoho-campaigns-crm-integration#Configuring_the_integration_and_setting_up_sync but in step1, when i click to zoho campaigns,
    • Allow reconciliation for bank acct with no transactions for month

      Is there a way to allow a bank reconciliation to take place when there are no transactions for the month? I am unable to create a reconciliation for the month because there are no transactions to select. I want to be able to attach the bank statement
    • How can I bulk import product images to Zoho crm.

      How can I import product images to Zoho crm within bulk imports. I am using an excel sheet or csv and want to include an image (via URL) for each product. This topic is the closest I have found to a solution but I need further help to implement it: https://help.zoho.com/portal/en/community/topic/import-file-upload-and-image
    • Canvas Flex Box containers should not require a width/height.

      Flexbox containers are often used as organizational concepts, to ease re-flow on mobile etc. - I cannot use % for flexbox W or H - I cannot omit W or H This means that the content cannot dictate, and a Flexbox container cannot be used merely as an organizational
    • Currency fields and decimal places in CRM email templates

      Hi, How do I get more than the standard 2 decimal places showing in a Currency field, on an email template? In the Layout for my Currency field, it is set to 6 decimal places. I want to show up to 6 places in the email template (unrounded). See attached
    • Dial Charts in Analytics using field values for colored ranges

      Hey all! It would be supremely helpful if we could use field values for ranges in Analytics for dial charts. We currently display an analytics report to our sales team showing how close they are to reaching the next tier for commission payouts. We update
    • Zoho Cliq 4.0: Zoho Cliq Android TV application

      Zoho Cliq is a powerful communication and collaboration platform that allows teams to stay connected and get work done from anywhere, at any time. One of the latest additions to its suite of tools is the Zoho Cliq android TV app, designed to make it easier
    • Filter a report for a specific bank and a specific transaction type (interest income)

      I am trying to run a report - any report - on a specific bank account for the interest income. I do not see it as an option. I can see the Bank Account under Account in the Filters, and I can see the Interest Income under Account in the Filters But I
    • Company with ZohoOne, notebook ask to upgrade to collaborate in notecards.

      Hello, we as a company have ZohoOne as our Zoho choice, but Zoho Notebook asks us to upgrade in order to collaborate in notecards, is this correct? Acording to what I've read in Zoho Notebook help, it should be included in ZohoOne, can you please clarify
    • Show Zoho Books Retainer Invoice in Zoho CRM

      Hi Support, How can I get Retainer Invoices created in Zoho Books to show in Zoho CRM? If a sales person needs to collect an upfront deposit, they should be able to see that the retainer invoice has been created and paid. Thanks, Ashley
    • Outgoing blocked again.

      Hi Dear, My outgoing mails are blocked again. I am just using it as normal business emails going in and out. Could you please help fix the problem? I am happy to support where I can do to make it work properly. Thank you very much. Aurora
    • Restrict card movement in Kanban View

      Hello everyone, I’m wondering if there’s a way to prevent users from moving Deal cards in the Kanban view when grouped by Stage. On the Deal details page, I’ve implemented several validations to ensure users cannot change stages until all conditions,
    • Missing "Created_Time" Field in Zoho CRM API Search Results

      Hello, I've noticed that the "Created Time" field is visible in the Zoho Canvas view for my Accounts Module. However, I'm unable to retrieve this field's value via the Zoho CRM API. Specifically, when using the /search endpoint for the Accounts module,
    • How can I switch from inches to centimeters?

      Hey Zoho-Team, I tried to switch to another measuring unit. Inches are not used in Europe, but i couldn't find an option to use metric units. How can I switch the ruler, tabstops, positions of elements and everything else to the metric system? Thank
    • In India is Zoho Free plan restricted to companies with turnover less than Rs. 25,00,000/= ?

      Dear Team, In India is Zoho Free plan restricted to companies with turnover less than Rs. 25,00,000/= ? If not, what are the restrictions. Thank you, Anup
    • Zoho Creator Mobile app no Default Workspace

      When I use the Zoho Creator mobile app I do not get a default workspace. This is occurring for me and another new user. I believe this is an issue with Zoho One / Zoho Creator. I have tried working with support and it's been over a week of no solution
    • Zoho Voice VS in Zoho CRM for logging calls

      I don't understand the differences between logging calls in Zoho Voice VS in Zoho CRM. Why the 2 separate platforms? Seems confusing
    • Assistance Required for Zoho Bulk Import Error

      Hi, I am currently attempting a bulk import in Zoho with a small batch of records to test if the import will be successful. However, despite matching all fields correctly, I continue to encounter the following error: "Not a standard user: Prospect Owner."
    • Is CRM On Premise available

      Hi Zoho team, Can you please let me know that CRM Zoho is available for On Premise as well? Thanks, Devashish
    • How to make Deal field required for "Standard" layout and hidden in "Customer Portal" Layout?

      How to make Deal field required in tge "Standard" layout and hidden in "Customer Portal" Layout?
    • On Duty Requests using API

      Currently we can only do attendance entries using API, we need to make on Duty Requests using API Use Case We are using different on premise devices to track meetings, we want to sync this data with Zoho People Currently we are manually making on duty
    • We're turning five this May, and we need your participation to make this more memorable!

      Dear customers, We can't believe it's going to be five years since we launched Bigin. From our humble beginnings to becoming the go-to CRM for small businesses worldwide, this journey has been incredible, and it's all thanks to YOU— our amazing customers.
    • Support for Transparent, Shadowless Panels in Zoho Creator Pages

      Hi Zoho Creator Team, Hope you're doing well. We would like to request more design flexibility in Zoho Creator, specifically the ability to create panels with no background, border, or shadow. Use Case: In our app, we’re designing a dashboard that uses
    • Automate Zoho Meeting Creation via Blueprint (Leads & Accounts)

      I need help automating Zoho Meeting creation during a blueprint transition in both the Leads and Accounts modules. Requirements: Triggered via blueprint Read meeting start time (DateTime field) and internal participants from CRM Create Zoho Meeting via
    • Bank transaction automation

      I would like to automatically update the "Reference#" field with whatever text is in the "Description" field each time Zoho Books pulls my bank feeds. I've figured out the automation all the way up to the Field Update, where "Reference Number = ...???"
    • Adding Product Photos through Import or In Bulk

      I am about to add about 1000 products in the CRM. I am shocked that there is no way to add product photos through the Import feature. I'll be spending days adding product photos.... Very dissapointing. Anyone know of a work around to add product photos
    • Next Page