コミュニティダイジェスト 2023年1月〜12月

コミュニティダイジェスト 2023年1月〜12月

明けましておめでとうございます。本年もよろしくお願いいたします。
Zoho コミュニティチームです。
 
2023年度の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・イベントなどの情報の中から、注目のトピックを取り上げ、「年間ダイジェスト」としてまとめました。
 
2024年のユーザーイベントのスケジュールについてもこちらでお知らせしますので、以下をご参照ください。
*ディスカッション、アップデート情報の情報は、いずれも公開当時のものです。
 
ー ー ー ー ー ー ー ー ー ー ー ー ー ー ー ー ー ー ー ー ー ー ー ー ー ー ー ー ー ー ー
 
[ ディスカッション ]
 
 
 
 
 
 
[ My Zoho Story ] *Zoho の活用により自社ビジネスを成長させてきた軌跡を、さまざまな業界のユーザーに語っていただきました。
 
 
 
 
 
[ Zoho サービスアップデート情報 ] 
 
 
 
 
 
 



[ イベント ]
 
カスタム関数マスター講座
 
インボイス制度対応セミナー
 
ユーザー交流会 東京 / 大阪 / 名古屋
東京は四半期に1度のペースで開催、大阪 / 名古屋は6月と12月に開催しました。
開催報告より事例セッションの内容やイベントの様子をご確認ください。
 
 
 
 
 
  

 
Zoho ワークアウト
ユーザー交流会に加えて、毎月オンラインで課題解決型のワークショップイベントを開催しています。
取り組んだ課題やディスカッション *一部抜粋
- Zoho One に含まれるサービスの運用方法共有
- Zoho サービス同士の連携(CRM × Campaigns / Survey / Desk / Forms など)
- 各サービスの機能活用法(例:CRM のワークフロー、タブと項目、メモの活用など)


📢2024年開催予定のユーザー交流会 (Meetup)📢
2024年は、以下の通り4都市での開催を予定しています。
 
東京:3/8(金)、6月中旬、10月下旬、12月上旬
大阪:6月上旬、11月下旬
名古屋:6月上旬、11月下旬
福岡:8月上旬
*詳細が確定次第、フォーラム上で告知いたします。
 
ー ー ー ー ー ー ー ー ー ー ー ー ー ー ー ー ー ー ー ー ー ー ー ー ー ー ー ー ー ー ー
 
ユーザーヒアリングや、イベントでのアンケート回答などへのご協力、大変ありがとうご​​ざいました!
 
ユーザー交流会のプログラムや、カスタム関数マスター講座、インボイス制度対応セミナーの開催などは、ユーザーさんからの声を反映して開催しています。その他の活動についても、少しずつではありますが、いただいたフィードバックを反映できるよう努めてまいります。
 
今後もユーザー同士で気軽につながる場として、当フォーラムを利用ください。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
 
11月のダイジェストはこちら




      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

          • 【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。

          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 Sign product updates - Q3 2025

                                    Hello everyone! Q3 was all about AI. Here's the list of features and enhancements that have gone live, along with a list of what we have in pipeline for the last quarter: AI-powered agreement management Sending documents and authenticating recipients
                                  • Zoho sites header

                                    Good day, Im stuck with this situation. I choose a template for my website creation. I have tweaked every instance of the visual editor, regarding the header, I have created created customize fonts presets... I have followed every single step. and my
                                  • Zoho Books Sandbox environment

                                    Hello. Is there a free sandbox environment for the developers using Zoho Books API? I am working on the Zoho Books add-on and currently not ready to buy a premium service - maybe later when my add-on will start to bring money. Right now I just need a
                                  • Quick Create needs Client Script support

                                    As per the title. We need client scripts to apply at a Quick Create level. We enforce logic on the form to ensure data quality, automate field values, etc. However, all this is lost when a user attempts a "Quick Create". It is disappointing because, from
                                  • Kaizen #152 - Client Script Support for the new Canvas Record Forms

                                    Hello everyone! Have you ever wanted to trigger actions on click of a canvas button, icon, or text mandatory forms in Create/Edit and Clone Pages? Have you ever wanted to control how elements behave on the new Canvas Record Forms? This can be achieved
                                  • DNS set up

                                    I want to create an email with my company domain. When I tried to add new record with cloudflare it didn't work. The DNS record can't be manually added. I followed the instruction but still can't add it. Could you help?
                                  • Pocket from Mozilla is closing shop. Don’t lose your favorites . Move them to Zoho Mail Bookmarks now! 📥🔖

                                    The end of Pocket shouldn't mean the end of your important links and content. Easily import them into Zoho Mail's Bookmarks and continue right where you left off. You can bring over your entire Saves, Collections, and tags just the way they are. Bookmarks
                                  • General suggestions

                                    Hello, I've picked this forum as it is at the top of the list! :) First suggestion: A general forum for issues and comments that are not specific to a particular Zoho application. Second suggestion: Put a link on the home page to "Zoho Identity Access Manager" The first suggestion came about because I didn't know where to post the second! ;) Regards Mark
                                  • Can't upload attachments.

                                    I can't upload attachment in Zoho Mail.
                                  • Need Guidance on SPF Flattening for Zoho Mail Configuration

                                    Hi everyone, I'm hoping to get some advice on optimizing my SPF record for a Zoho Mail setup. I use Zoho Mail along with several other Zoho services, and as a result, my current SPF record has grown to include multiple include mechanisms. My Cloudflare
                                  • How use

                                    Good morning sir I tried Zoho Mail
                                  • Zoho Mail Desktop App Not Loading + Can’t Manage Multiple Accounts

                                    Hi everyone, I’ve been having ongoing issues with the Zoho Mail desktop app for the past few weeks. The app starts to load but gives up midway and never actually opens — there’s no error message, it just stops loading. The main reason I use the desktop
                                  • Error when sending emails from Zoho

                                    Hello, When trying to send an email from Zoho CRM I keep getting the below error: javax.mail.AuthenticationFailedException: 535 5.7.139 Authentication unsuccessful, the user credentials were incorrect. Any support on this will be much appreciated. Thanks,
                                  • Zoho Tables is now live in Australia & New Zealand!

                                    Hey everyone! We’ve got some great news to share — Zoho Tables is now officially available in the Australian Data Center serving users across Australia and New Zealand regions! Yes, it took us a bit longer to get here, but this version of Zoho Tables
                                  • Not all emails from outlook365 migrated to my new zoho account

                                    I recently setup a new email address hosted by zoho. I migrated all my folders and email from my Outlook365 account to my new zoho account, but not all my emails migrated. Looks like only the past 12 months, or so, made the move. How do I get the rest
                                  • Clients not receiving emails

                                    I've been informed that my emails are not being received. Is there anything that I should look into to rectify this? Many thanks!
                                  • Max numbr of IMAP Accounts in Zoho Mail?

                                    In Zoho mail, you can manage the inboxes of other accounts using IMAP (and POP, actually) https://www.zoho.com/mail/help/external-imap-accounts.html Is there a max to the number of inboxes we can add?
                                  • Formula Fields Trouble

                                    Hi,  I can't get even a simple formula field to work and must be doing something dumb. This formula: If(Len(Trim(${Quotes.Subject}))=0,1,2) Gives the error: You used the wrong type of data in an argument. Check what you entered between the parentheses of your functions to make sure you put the right kind of data in the right place. This formula: Len(Trim(${Quotes.Subject}))=0 Gives the error: Syntax Error. Check the examples for any functions you're using to see if you formatted them correctly. Make
                                  • OPTED FOR STORAGE BY DESCRIPTIVE MISGUIDANCE

                                    We've opened a domain with three mail ids and payment has also been processed now the bill raised is for single use ID with additional storage capacity. Kindly request you to modify the purchase.
                                  • How can I add a new organization on Zoho Campaign

                                    I want to create a new organization with my Zoho Campaign
                                  • White Label certificate

                                    Hi all, About 72 hours ago, we fulfilled all steps for white labeling (CNAME to point to mail.cs.zohohost.eu), but since then the configuration page is now stuck at "generating certificate" since 3 days. When I execute an NSLOOKUP mail.webfoundry.be it
                                  • www.abc.com is working but abc.com is not

                                    I have my domain in godaddy. I have created a website using zoho sites and now I want to publish it and I tried doing it. Mapped the domain www.abc.com, abc.com. In godaddy changed the CNAME values. A, @ was parked and updated with zoho's IP address.
                                  • Split my account

                                    Hello, I recently bought an email service for a friend. But, looks like I used my personal account to buy the plan. Please split the account so that the email service stays in a different account than my personal account.
                                  • Remote Server is misconfigured

                                    Dear Team, I am unable to use email id as remote server is misconfigured. It would be really great if you could help on this and get this resolved. Thanks & Regard Rohit Gupta
                                  • Have Mail Lite, wish to add/purchase 2nd domain and use email

                                    Hello, I have recently created two new businesses. I have successfully used Zoho to create a domain for one business and have set up two email addresses / users on that domain. I am trying to figure out how to create a second domain, just like I did the
                                  • Need support in setting up the company email and few other setups

                                    Need support in setting up the company email and few other setups
                                  • This mobile number has been marked spam.

                                    Dear zoho team, I am very happy to use zoho,because it india 🇮🇳 own app, but when we login into zoho account we facing some issue, please solve below issue ASAP. Add your mobile number As an added security measure for Accounts, you need to verify and
                                  • Add an external email to the allowed list

                                    I need to allow an external email to raise a ticket on Manage Engine ServiceDesk Plus. The external email is a outside of our domain and is not a domain user. The email address that needs to be allowed to raise a ticket request is noreply@formsatack.com.
                                  • Display name & account type change

                                    I made a mistake and subscribed with an individual account instead of business, how can I change the account type and enter the details of the business. The other question, if I can't, then I want the display name of our email to be 'Business name' instead
                                  • Request to change display name in Zoho mail

                                    Hello Zoho Mail Support, I am experiencing an issue with changing the display name on my Zoho Mail account. My email address is: info@witchcraftproduction.rs . I have already updated the display name in Settings > Mail Accounts, where it now shows as
                                  • Outbound IP address SPAM problem.

                                    Hello Zoho Support, We noticed that one of your outbound IP addresses (136.143.188.12), which delivers our domain’s mail, is currently listed on the UCEProtect blacklist. Because of this, our messages are sometimes flagged as spam by recipient servers.
                                  • Answer Bot and Personalized Questions

                                    Hi there, I have the same problem using the SalesIQ Answer Bot and the Zoho Desk Answer Bot (which really need different names, to be honest, in order to avoid confusion...) Customers that visit our website ask questions in the form of "What do you do?"
                                  • Forwarding

                                    How can I forward my Zoho account to my gmail account? Noël
                                  • Kaizen #89 - Color Coding using Client Script

                                    Hello everyone! Welcome back to another exciting Kaizen post. Today let us see how you can apply color codes to the List and Detail Pages of Zoho CRM using Client Script. Need for color code in Zoho CRM When you mark things with different colors as a
                                  • Add a Way to Duplicate Cards in the Same Canvas (Retain All Settings)

                                    Dear Zoho SalesIQ Team, We would like to request a new feature in Zoho SalesIQ: the ability to duplicate an existing card within the same canvas while retaining all of its information and settings, including conditions, configurations, and display preferences.
                                  • Zoho Mail CC and BCC not working

                                    Zoho Mail CC and BCC not working. I have tried multiple combinations amongst my domain aliases but emails sent as CC or BCC never arrive, not even to Spam. I have checked that the DNS is set up correctly in Cloudflare and have even received a DMARC report
                                  • Zoho Autoplay Issue

                                    Currently, we run our graphics on a playlist with youtube videos interspersed in our office -- however, when we go to update the playlist (since last Thursday at around 8-9am EST) it no longer saves the autoplay function.  We have tried making a new account, manually saving with cntrl+s, making a new show, etc but nothing seems to work.  Even with our old program, we can't change it off of autoplay for ones that were created in the past. Another issue is that if we change a slide transition to anything
                                  • Critical Issue: Tickets Opened for Zoho Support via the Zoho Help Portal Were Not Processed

                                    Hi everyone, We want to bring to your attention a serious issue we’ve experienced with the Zoho support Help Portal. For more than a week, tickets submitted directly via the Help Portal were not being handled at all. At the same time no alert was posted
                                  • Adding hyperlinks in CRM emails time automatically

                                    It may just be me, but when I am writing an email to a lead, I find inserting a hyperlink very time consuming. Granted, I can use templates but there are a ton of scenarios where I might want to put a link in to an website that wouldnt require me to go though the effort of creating a template.  Ideally, the crm would identify that I that a string of text is a URL and insert the hyperlink automatically, just like microsoft outlook or gmail. Has anyone else had this same experience and found a way
                                  • Enhance "Applications Usage" with Date Filters, Historical Analytics & App-Level Breakdown

                                    Hello Zoho Creator Team, We are writing to request a critical enhancement to the Applications Usage section to improve our ability to monitor, analyze, and manage our platform consumption over time. While the current view of today’s usage is helpful for
                                  • Next Page