コミュニティダイジェスト 2023年2月

コミュニティダイジェスト 2023年2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。

2月の活動は以下のとおりです。

 

ディスカッション

 

[ 開発者向け ]

クライアントスクリプトを使用して項目の入力必須化を行いたい

Akiさん、投稿ありがとうございます。

松井さん、Fujikawaさん、西尾さん、検証やコメントをいただき、ありがとうございます。

 

見積書作成時に商談名を件名に転記する方法

Uchiyamaさん、投稿および関数共有ありがとうございます。

松井さん、ご回答や検証をいただきありがとうございます。

 

[ Zoho からのお知らせ ]

2023年度 Zoho Champion ノミネーション開始のご案内

2022年から始まり、1年に1度、Zoho コミュニティの活動において、多大な貢献をされた方を表彰するプログラムです。

6月からノミネーションを開始します。

 

 

イベント情報

 

▼2月に開催したイベント

・2/15 カスタム関数マスター講座 Vol.5

 

イベント内で取り組まれた課題の一部をご紹介します。

- 自社のサービスを顧客が最初に契約した日から何年経ったかを表示させたい   

 

・2/21 Zoho ワークアウト 

イベント内で取り組まれた課題やディスカッションの内容の一部をご紹介します。

- Zoho CRM と Zoho Forms の連携

- Zoho CRM メモ機能の活用方法に関する事例共有

- Zoho CRM タグの追加設定 / 運用方法

 

▼3月開催予定のイベント

以下のイベントの開催を予定しておりますので、是非ご参加ください。

 

カスタム関数マスター講座: 3/8(水) 15:00〜17:00

  ユーザー発 カスタム関数に関する知見を共有しあうイベント オンライン開催

 

・【残席わずか】ユーザー交流会 [Meetup] in 東京 2023

  3/17(金) 18:00〜 ハイブリッド開催(品川会場 / オンライン)

 

Zoho ワークアウト:3/22(水)14:00〜17:00

  少人数制のワークショップ型イベント ハイブリッド開催

 *満席に達したため、参加申し込みを締め切りました。ありがとうございます。

 

 

Zoho CRM アップデート情報 

【Zoho CRM】複数のスコアリングルール機能に関するアップデート

【Zoho CRM】モチベーター機能に関するアップデート:役職に基づいた目標の公開範囲の制限とダッシュボードのUI

 

Zoho ワークアウトやカスタム関数マスター講座で取り組んだ内容を、フォーラム上で共有いただいたり、さらに深掘りをいただいている様子がうかがとてもうれく思いま

今後もみなさまの成果報告や事例共有を楽しみにしています。

 

3月は、ユーザー交流会、Zoho ワークアウトの両イベントをハイブリッド形式で開催しますので、Zoho の活用に関する相互共有 / 学び合う場として、ぜひご参加ください。

 

 

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

 

1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 Social - Post Footer Templates

                                    As a content creator I often want to include some information at the end of most posts. It would be great if there was an option to add pre-written footers, similar to the Hashtag Groups at the end of posts. For example, if there is an offer I'm running
                                  • Zoho Expense - The ability to add detail to a Trip during booking

                                    As an admin, I would like the ability to add more detail to the approved Trips. At present a requestor can add flights, accommodation details and suggest their preferences. It would be great if the exact details of the trip could be added either by the
                                  • Simplified Call Logging

                                    Our organization would like to start logging calls in our CRM; however, with 13 fields that can't be removed, our team is finding it extremely cumbersome. For our use case, we only need to record that a call happened theirfor would only need the following
                                  • Help Center IFrame Issue

                                    I have had a working Help Center on my website using an iframe for a while. But now for some reason the sign in page gets a refused to connect error. Can someone please help. If I go to the url manually it works correclty
                                  • Staff rules

                                    Hi! Do you people know what are the default staff rules when a new booking is created? We have two staff members in my team (me as the admin, and my employee). As we share the same services, I'm wondering how Zoho will pick the staff for new apointments.
                                  • Comment Templates

                                    Is it possible to add a template option for comments? We have some agents in the process who's responses require a pre-formatted layout. It would be incredibly handy to have a template for them where they can insert the template and then add their responses
                                  • [ZohoDesk] Improve Status View with a new editeble kanban view

                                    A kanban view with more information about the ticket and the contact who created the ticket would be valueble. I would like to edit the fields with the ones i like to see at one glance. Like in CRM where you can edit the canvas view, i would like to edit
                                  • Adding Markdown text using Zoho Desk API into the Knowledge Base

                                    Hi Zoho Community members, We currently maintain the documentation of out company in its website. This documentation is written in markdown text format and we would like to add it in Zoho Knowledge Base. Do you know if there is REST API functionality
                                  • An Exclusive Session for Zoho Desk Users: AI in Zoho Desk

                                    A Zoho Community Learning Initiative Hello everyone! This is an announcement for Zoho Desk users and anyone exploring Zoho Desk. With every nook and corner buzzing, "AI's here, AI's there," it's the right time for us to take a closer look at how the AI
                                  • Shared values: From classroom lessons to teaching moments in customer service

                                    While the world observes Teachers’ Day on October 5, in India, we celebrate a month earlier, on September 5, to mark the birth anniversary of Dr. Sarvepalli Radhakrishnan, a great teacher, renowned scholar, educationist, and advocate for empowerment.
                                  • Export to excel stored amounts as text instead of numbers or accounting

                                    Good Afternoon, We have a quarterly billing report that we generate from our Requests. It exports to excel. However if we need to add a formula (something as simple as a sum of the column), it doesn't read the dollar amounts because the export stores
                                  • Auto Capitalize First Letter of Words

                                    Hi I am completely new to ZOHO and am trying to build a database. How can i make it when a address is entered into a form field like this: main st it automatically changes is to show: Main St Thank You
                                  • Follow-up emails via Workflow Automation not staying in the same thread

                                    Dear Zoho Support Team, I am currently using Workflow Automation in Zoho Campaigns to send follow-up emails. In my test case, I noticed the following behavior: All emails in the automation have the same subject line. If the follow-up email is sent within
                                  • Update application by uploading an updated DS file

                                    Is it possible? I have been working with AI on my desktop improving my application, and I have to keep copy pasting stuff... Would it be possible to import the DS file on top of an existing application to update the app accordingly?
                                  • Send / Send & Close keyboard shortcuts

                                    Hello! My team is so close to using Zoho Desk with just the keyboard. Keyboard shortcuts really help us to be more efficient -- saving a second or two over thousands of tickets adds up quickly. It seems like the keyboard shortcuts in Desk are only for
                                  • Image Upload Field | Zoho Canvas

                                    I'm working on making a custom view for one of our team's modules. It's an image upload field (Placement Photo) that would allow our sales reps to upload a picture of the house their working on. However, I don't see that field as a opinion when building
                                  • Create a list of customers who participated in specific Zoho Backstage events and send them an email via Zoho CRM

                                    How to create a list of customers who participated in specific Zoho Backstage events and send them an email via Zoho CRM? I was able to do a view in CRM based on customer that registered to an event, but I don't seems to be able to include the filter
                                  • Custom Button Disappearing in mobile view | Zoho CRM Canvas

                                    I'm working in Zoho CRM Canvas to create a custom view for our sales team. One of the features I'm adding is a custom button that opens the leads address in another tab. I've had no issue with this in the desktop view, but in the mobile view the button
                                  • Zoho Desk blank page

                                    1. Click Access zoho desk on https://www.zoho.com/desk/ 2. It redirects to https://desk.zoho.com/agent?action=CreatePortal and the page is blank. Edge browser Version 131.0.2903.112 (Official build) (arm64) on MacOS
                                  • Clearing Fields using MACROS?

                                    How would I go about clearing a follow-up field date from my deals? Currently I cannot set the new value as an empty box.
                                  • I hate the new user UI with the bar on the left

                                    How can I reverse this?
                                  • Office 365 and CRM mail integration: permission required

                                    Has anyone run into this weird problem? My email server is Office 365. When I try to configure Zoho CRM to use this server, a Microsoft popup window opens requesting user and password. After entering that, I get a message in the Microsoft window saying
                                  • Field Not Updating in FSM Script - Service and Parts module.

                                    Dear Team, I am reaching out regarding a script I have implemented in Zoho FSM to automate the calculation of the End of Service date based on the End of Sale date in the Service and Parts module. Overview of the script: Fetches the End_of_Sale__C and
                                  • Question regarding import of previous deals...

                                    Good afternoon, I'm working on importing some older deal records from an external sheet into the CRM; however, when I manually click "Add New Deal" and enter the pertinent information, the deal isn't appearing when I look at the "Deals" bar on the account's
                                  • Client Script also planned for Zoho Desk?

                                    Hello there, I modified something in Zoho CRM the other day and was amazed at the possibilities offered by the "Client Script" feature in conjunction with the ZDK. You can lock any fields on the screen, edit them, you can react to various events (field
                                  • One person/cell phone to manage multiple accounts

                                    Hi. I have a personal Free account to keep my own domain/emails. Now I need to create a Business account to my company's own domain, but I have only one mobile phone number I use to everything. How do I do to manage this? Can I manage a Free domain and
                                  • Tracking KPIs, Goals etc in People

                                    How are Zoho People users tracking employee targets in People? For example, my marketing assistant has a target of "Collect 10 new customer testimonials every month". I want to record attainment for this target on a monthly basis, then add it to their
                                  • Zoho Desk: Ticket Owner Agents vs Teams

                                    Hi Zoho, We would like to explore the possibility of hiding the ‘Agents’ section within the Ticket Owner dropdown, so that we can fully utilise the ‘Teams’ dropdown when assigning tickets. This request comes from the fact that only certain agents and
                                  • CRM limit reached: only 2 subforms can be created

                                    we recently stumbled upon a limit of 2 subforms per module. while we found a workaround on this occasion, only 2 subforms can be quite limiting in an enterprise setting. @Ishwarya SG I've read about imminent increase of other components (e.
                                  • Can not Use Attachment Button on Android Widget

                                    this always pops up when I touch the attach button on android widget. going to settings, there is no storage permission to be enabled. if I open the app, and access the attach feature there, I can access my storage and upload normally.
                                  • How do I filter contacts by account parameters?

                                    Need to filter a contact view according to account parameter, eg account type. Without this filter users are overwhelmed with irrelevant contacts. Workaround is to create a custom 'Contact Type' field but this unbearable duplicity as the information already
                                  • Can I add Conditional merge tags on my Templates?

                                    Hi I was wondering if I can use Conditional Mail Merge tags inside my Email templates/Quotes etc within the CRM? In spanish and in our business we use gender and academic degree salutations , ie: Dr., Dra., Sr., Srta., so the beginning of an email / letter
                                  • Zoho Notebook Sync problem

                                    I'm facing a problem with syncing of notebook on android app. It's not syncing. Sometimes it syncs after a day or two.  I created some notes on web notebook but it's not syncing on mobile app. Please help!!!!
                                  • Kaizen #190 - Queries in Custom Related Lists

                                    Hello everyone! Welcome back to another week of Kaizen! This week, we will discuss yet another interesting enhancement to Queries. As you all know, Queries allow you to dynamically retrieve data from CRM as well as third-party services directly within
                                  • Custom Fonts in Zoho CRM Template Builder

                                    Hi, I am currently creating a new template for our quotes using the Zoho CRM template builder. However, I noticed that there is no option to add custom fonts to the template builder. It would greatly enhance the flexibility and branding capabilities if
                                  • Announcing new features in Trident for Mac (1.24.0)

                                    Hello everyone! Trident for macOS (v.1.24.0) is here with interesting features and thoughtful enhancements to redefine the way you plan and manage your calendar events. Here's a quick look at what's new. Create calendar events from emails. In addition
                                  • Need Easy Way to Update Item Prices in Bulk

                                    Hello Everyone, In Zoho Books, updating selling prices is taking too much time. Right now we have to either edit items one by one or do Excel export/import. It will be very useful if Zoho gives a simple option to: Select multiple items and update prices
                                  • Vendor Master Enhancements for Faster Purchase Entry

                                    I’d like to suggest a few features that will improve accuracy and speed during purchase voucher entry: Automated Item Tax Preference in Vendor Master Add an option to define item tax preference in the vendor master. Once set, this preference should automatically
                                  • Mass Mail Statistics - Number of unsent emails

                                    How do I find out which emails were not sent?
                                  • Button to add product to cart

                                    Is there a way to have a button on a page, that when clicked, will add Qty 1 of a product to the cart?
                                  • Next Page