【8/5(木)】Zoho CRM もくもく会、開催!手つかずになっている設定やカスタマイズをユーザーと一緒に乗り越えよう

【8/5(木)】Zoho CRM もくもく会、開催!手つかずになっている設定やカスタマイズをユーザーと一緒に乗り越えよう

こんにちは、蒸し暑いお天気が続きますがいかがお過ごしですか?
さて、8月5日17:00より、Zoho CRM オンラインもくもく会を開催します!

もくもく会とは...
→複数人が同じ場所に集まり、各自が黙々と勉強や作業を進めるイベントのことを指します。
※もくもく会の詳細は、以下のURLをご参照ください。
テックキャンプ ブログ: https://zurl.co/nDYa (外部サイト)

今回のZoho のもくもく会では、日頃手つかずになっているが本当は片付けたいZoho CRM の設定やカスタマイズを、ユーザーさまとともに作業します。
「設定したいワークフローがあるが、途中でやり方につまづいてそのままになっている。」「カスタマイズしたいが、なかなか時間を取れない...」など、Zoho ユーザー同士で集ってもくもく作業を行いながら、日頃手つかずになっている設定やカスタマイズについて、一緒に進めてみませんか?

▶︎▷ 申し込みはこちら:締め切りました!

今回はコミュニティで何度もご登壇いただいている、有限会社 西尾システムコンサルタント 西尾 さまにも質問対応者としてもご参加いただきます。
そのため作業中に出てきた質問や相談に関しては、随時西尾さんや他のユーザーにご相談いただきながら、進めていただけます!

オンラインでは初開催のため、先着5名とさせていただきますが、ご興味がある方はお気軽にご参加ください!

詳細については、以下をご確認ください。
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
日時:8月5日(木)17:00~  1時間半程度
形式:オンライン(ミーティング形式)
※基本的にはカメラオン、また音声会話ができる状況でご参加ください。
対象サービス:Zoho CRM
募集人数:5名
※事前にお申し込みフォームにてご登録ください。お申込受付は先着順とし、定員になり次第、締め切らせていただきます。
(追記)8/5:定員に達したため、締め切ります。お申し込みありがとうございました!
概要:当企画で完了したい具体的な設定や課題を決めていただき、もくもく作業を行う会です。作業途中で出てきた質問については、随時他のユーザーさまと相談・交流しながら進めていただけます。途中、自己紹介やそれぞれの進捗確認といった時間もございます。

このような方におすすめ:
●Zoho CRM の環境を整えたいと考えているのに、なかなかまとまった時間が取れない!と言う方
●作成したいワークフローやカスタマイズがあるのに、途中のやり方につまづき実装仕切れておらず、アドバイスをもらいながら一気に進めたい方
●Zoho CRMの構築作業に孤独感を感じている方
●Zoho ユーザーと知り合って、交流を深めたい方
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
みなさまのお申し込み、お待ちしております!

ゾーホージャパン株式会社
コミュニティチーム

      Zoho Campaigns Resources


        • Desk Community Learning Series


        • Digest


        • Functions


        • Meetups


        • Kbase


        • Resources


        • Glossary


        • Desk Marketplace


        • MVP Corner


        • Word of the Day


        • Ask the Experts


          • 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)

          Zoho CRM Plus Resources

            Zoho Books Resources


              Zoho Subscriptions Resources

                Zoho Projects Resources


                  Zoho Sprints Resources


                    Zoho Orchestly Resources


                      Zoho Creator Resources


                        Zoho WorkDrive Resources



                          Zoho CRM Resources

                          • CRM Community Learning Series

                            CRM Community Learning Series


                          • Tips

                            Tips

                          • Functions

                            Functions

                          • Meetups

                            Meetups

                          • Kbase

                            Kbase

                          • Resources

                            Resources

                          • Digest

                            Digest

                          • CRM Marketplace

                            CRM Marketplace

                          • MVP Corner

                            MVP Corner




                            Zoho Writer Writer

                            Get Started. Write Away!

                            Writer is a powerful online word processor, designed for collaborative work.

                              Zoho CRM コンテンツ



                                ご検討中の方

                                  • Recent Topics

                                  • Zoho Analytics + Facebook Ads: Performance Alerts for Active Campaigns

                                    Is it possible with integration of Zoho Analytics with Facebook Ads and set up alerts or notifications for active campaigns when performance drops? For example, triggering a notification if CTR goes below a defined threshold or if other key metrics (like
                                  • SalesIQ Chat Owner to CRM Lead Owner Mapping

                                    There is no proper mapping between the SalesIQ chat owner and the CRM lead owner. When a chat is assigned to an agent, the lead created in CRM is often assigned to a different user, forcing admins to manually change ownership every time. This creates
                                  • Enhancements for Currencies in Zoho CRM: Automatic exchange rate updates, options to update record exchange rates, and more

                                    The multi-currency feature helps you track currencies region-wise. This can apply to Sales, CTC, or any other currency-related data. You can record amounts in a customer’s local currency, while the CRM automatically converts them to your home currency
                                  • Zoho Billing Partial Proration...

                                    Hi, In Zoho billing, we offer upgrades, downgrades, suspends, and resumes. We use online payment for most subscriptions, but have only a few that are offline, but we treat them the same either way.. We prorate only parts of these changes.. Right now zoho
                                  • Any update on adding New Customer Payment Providers who support in store terminal devices?

                                    Currently there is only one Customer payment provider listed for terminal devices in USA- Everyware. They charge a monthly fee of almost $149 minimum. Will you add other providers - like Zoho Payments or Stripe or Worldpay that would allow integrated
                                  • Getting Subform Fields to Display Top to Bottom

                                    I have a form where the fields are all in one column. I want to insert a subform where the fields are stacked in one column as well. I have built both the form and subform but the subform displays the fields from left to right instead of a stacked column. This will cause a problem displaying the subform correctly on mobile apps. How can I do this please?' Here is my form with subform now. As you can see the subform "Follow Up Activity" is displaying the fields left to right. I need them to go top
                                  • [Feature Deprecated] Gamescope in Zoho Projects

                                    This feature is no longer available. All work and no play makes Jack a dull boy. Well, yes. That's true! Tiring work, buzzing coffee makers, busy turnstiles , occupied meeting rooms, back-to-back status updates and what not. Your everyday routine need not have to be this hectic. It can be more rewarding. It can be more fun. Zoho Projects believes in this fact and hence has launched Gamescope - A module that turns every project into an exciting game and boosts the spirit of your team by leaps and
                                  • Creating a task, i can not work out how to get ID for What_Id

                                    hi From Module A function I map Module B record reference membershipid (ours). I need Module B Zoho ID to create the related to on task. All examples i've seen start with the Zoho ID. void automation.LTM_Assign_Dispute_Task(String membershipid) { try
                                  • How to Convert NSF to PST Format Effortlessly? - SYSessential

                                    It is highly recommended to obtain the error-free solution of the SYSessential NSF to PST converter to convert NSF files from Lotus Notes. Using this professional software, it becomes easier to convert all NSF database items, including emails, journals,
                                  • Can't connect to POP and SMTP over VPN

                                    I use Thunderbird to access Zoho Mail via POP and SMTP. I have configured an app-specific password for Thunderbird to use. Everything is properly configured and works correctly — until I enable my VPN. I'm using a paid commercial VPN service (Mullvad).
                                  • my zoho mail is hacked

                                    my email is sending my username and password to people i dont know
                                  • Suministrar accesos

                                    Asunto: Enable UPLOAD_RULE for API Attachments Mensaje: Hola, Necesito habilitar la capacidad de subir attachments vía API en Zoho Mail. Actualmente recibo el error: "UPLOAD_RULE_NOT_CONFIGURED" al usar el endpoint: POST /api/accounts/{accountId}/messages/attachments
                                  • Introducing real-time document commenting and collaboration in Zoho Sign

                                    Hi, there! We are delighted to introduce Document commenting, a feature that helps you communicate with your recipients more efficiently for a streamlined document signing process. Some key benefits include: Collaborate with your recipients easily without
                                  • Ticket Loop from Auto Responce

                                    We’re seeing an issue where a client’s help desk triggers a ticket loop. When they email us, our system creates a ticket and sends the acknowledgement. Their system then creates a ticket from that acknowledgement and sends one back to us, which creates
                                  • validation rules doesn't work in Blueprint when it is validated using function?

                                    I have tried to create a validation rule in the deal module. it works if I try to create a deal manually or if I try to update the empty field inside a deal. but when I try to update the field via the blueprint mandatory field, it seems the validation
                                  • How to make rule to filter out some emails from receiving the notification "Receiving a new ticket"?

                                    Good Morning, We are currently using the "Receiving a new ticket" notification rule to provide that auto reply template to a customer that emails us for support. However, there are some emails we don't want to receive this auto-reply. Where can I set
                                  • Zoho Signatures Missing

                                    In the past after collecting signatures from two different PDFs I would merge them by calling an api and the signatures would appear in the combined PDF. Recently the signatures have disappeared whenever I combine the PDFs together. Why did this randomly
                                  • Stop the Workarounds: We Need Native Multi-Step Forms

                                    After over 17 years of community requests, I'm hoping the Zoho team can finally address the lack of native multi-page form support in Zoho Creator. This has been one of the longest-standing feature requests in the community, with threads spanning nearly
                                  • Filter button in the Zoho Sheet Android App doesn't toggle on

                                    I am a new Zoho Sheets user and experiencing a specific issue with the filter functionality in the Android mobile application. Detailed Issue Description: The filter icon appears correctly in the toolbar. Upon tapping the filter icon/button, the toggle
                                  • Automate pushing Zoho CRM backups into Zoho WorkDrive

                                    Through our Zoho One subscription we have both Zoho CRM and Zoho WorkDrive. We have regular backups setup in Zoho CRM. Once the backup is created, we are notified. Since we want to keep these backups for more than 7 days, we manually download them. They
                                  • Exciting Updates to the Kiosk Studio Feature in Zoho CRM!

                                    Hello Everyone, We are here again with a series of new enhancements to Kiosk Studio, designed to elevate your experience and bring even greater efficiency to your business processes. These updates build upon our ongoing commitment to making Kiosk a powerful
                                  • Unable to change Company Logo

                                    Hi Guys, I have an issue where I've uploaded a Company image in Gif format and the logo has now got a black background whereas the logo is supposed to be black not the background. I didn't think it would be an issue so I created a PNG version to upload instead but when clicking 'Change Image' it isn't giving me the option to upload a new one nor does it remove the existing one if I then save after clicking change. Any support greatly appreciated as It looks awful at the moment. Kind regards, Paul
                                  • Reply to Email for SO/PO

                                    Hello, We are new to Zoho Books and running into an issue. Our support@ email is our integration user. When our team is sending out PO/SO's we are updating the sender email, but for some reason many of our responses are coming back to our support@ email
                                  • New activity options for workflows

                                    Greetings, We are excited to announce the addition of two new dynamic actions to our workflow functionality: Create Event and Schedule Call. These actions have been thoughtfully designed to enhance your workflow processes and bring more efficiency to
                                  • Remove the “One Migration Per User” Limitation in Zoho WorkDrive

                                    Hi Zoho WorkDrive Team, Hope you are doing well. We would like to raise a critical feature request regarding the Google Drive → Zoho WorkDrive migration process. Current Limitation: Zoho WorkDrive currently enforces a hard limitation: A Zoho WorkDrive
                                  • Important Update: Google Ads & YouTube Ads API Migration

                                    To maintain platform performance and align with Google's newest requirements, we are updating the Google Ads and YouTube Ads integrations by migrating from API v19 to the newer v22, before the official deprecation of v19 on February 11, 2026. Reference:
                                  • Kaizen #228 - Process Large-Scale Migrated Data Using Catalyst Solutions

                                    Howdy, tech wizards! This week’s Kaizen explores how Catalyst Solutions in the Zoho CRM Developer Hub help import large volumes of data into Zoho CRM while improving data quality and simplifying the migration process. Why Catalyst Solutions? Catalyst
                                  • Zoho Expense Import Reports Won't Work Because Default Accounts Already Exist

                                    Im trying to import reports from another Zoho expense account to mine and im getting errors that won't allow the import to happen The account name that you've entered 'Ground Transportation' already exists. Enter another name for the account and try again.z
                                  • Inactive License for free account.

                                    I recently upgraded my Cliq subscription not my team (on the free version), are unable to login to their accounts. The error message received is Inactive License Looks like you have not been covered under the current free plan of users. Please contact
                                  • 2026 Product Roadmap and Upcoming Features

                                    This is your guide to what is coming in Zoho Vertical Studio throughout 2026. We’ll update this post throughout the year as items move from development to release, and as and when new initiatives are added. Once a feature is released, it will be reflected
                                  • Please, make writer into a content creation tool

                                    I'm tired of relying on Google Docs. I'm actually considering moving to ClickUp, but if Writer were a good content creation tool instead of just a word processor, I would finally be able to move all my development within the Zoho ecosystem, rather than
                                  • Syncing zoho books into zoho crm

                                    I was wondering how I can use zoho books in crm as I have been using them separately and would like to sync the two. Is this possible and if so, how? Thanks
                                  • Release Notes | January 2026

                                    We have rolled out a set of powerful new enhancements across Zoho Vertical Studio that bring several long-awaited capabilities to your applications. These updates focus on deeper customization, smarter automation, better reporting, and improved usability
                                  • Live Chat for user

                                    Hi everyone, I’m new to Zoho Creator and wanted to ask if it’s possible to add a live chat option for all logged-in portal users so they can chat internally. I’m trying to create a customer portal similar to a service desk, but for vehicle breakdowns,
                                  • Announcing new features in Trident for Mac (1.34.0)

                                    Hello everyone! We’re excited to introduce the latest updates to Trident, which are designed to take workplace communication to the next level. Let’s take a quick look at what’s new. Connect with customers using Zoho Voice integration. You can now easily
                                  • Massive Zoho Books failure

                                    We have not received any communication or notification from Zoho, but we have detected that Zoho Books is not working for all our users. We cannot access or use Zoho Books. This is critical. We are trying to contact Zoho on the Spain telephone number,
                                  • The Social Wall: January 2026

                                    Hello everyone, We’re back with the first edition of The Social Wall of 2026. There’s a lot planned for the year ahead, and we’re starting with a few useful features and improvements released in January to help you get started. Create a GBP in Social
                                  • How to block whole domain?

                                    I am getting at least 50-75sometimes over 100 spams emails a day. I see a lot of the spam is coming from .eu domains. I would like to block /reject all email coming for the .eu domain. I do not have any need for email from .EU domains. Why won't the BlackList
                                  • How Zoho Contracts Makes Negotiations Clear, Secure, and Transparent

                                    Negotiation is one of the most critical—and often most chaotic—stages of the contract lifecycle. Multiple stakeholders review the same document, propose changes, debate terms, and exchange feedback. Without the right tools, this collaborative process
                                  • Error: Invalid Element tax_override_preference

                                    In both Books and Inventory, we're getting the following error whenever we try to enter any Bill: I think this is a bug. Even cloning an old bill (that obviously was entered just fine), this error occurs.
                                  • Next Page