コミュニティダイジェスト 2024年1~2月

コミュニティダイジェスト 2024年1~2月

こんにちは。Zoho コミュニティチームの中野です。

 

フォーラム上での議論やZoho からの製品アップデートやイベント情報をまとめた「コミュニティダイジェスト」を投稿しています。

1月、2月の活動は以下のとおりです。

 

[ Zoho CRM に関する アップデート情報 ] 

設定画面が大幅に刷新されました。  

通貨機能に関するアップデートの紹介  

>通貨管理の権限設定や設定した通貨の変更履歴(為替レート、桁数の変更など)を確認できるようになりました。

リッチテキスト形式の項目を作成できるようになりました。(複数行項目)

  >これまでプレーンテキストのみ対応していましたが、データの読みやすさと書式設定が大幅に向上し、より可読性の高いテキスト編集が可能になります。

Webフォーム機能のアップデート:公開方法にリンクとQRコードが追加されました。  

 

[ ディスカッション ]

Zoho CRM等のサービスと基幹システム(MySQLなどのデータベース)との連携方法(Zoho Flow)  

Zoho Voice の留守録を文字起こししてメールで送ってくれる機能は素晴らしい

ユーザ事例:オンプレサーバーよりZoho Workdriveへの移行  

Zoho CRM : キャンペーンの「実際の費用」項目を計算して埋めるクライアントスクリプト  

 

投稿・回答いただいた、@firtst さん、@Fujikawa Katsuhiro さん、 @Aki Ohara さん、@西尾真言 さん、@岡安裕一(Yuichi) さん、ありがとうございました。

 

[ Zoho Japan からのお知らせ ]

 

▼1~2月に開催したイベント

・Zoho ワークアウト:1/25 、2/28 14:00~16:00  (課題解決型のワークショップイベント)

オンライン形式にて開催し、いずれの開催回も5名のユーザーさんに参加いただきました。

イベント内で取り組まれた課題やディスカッションの一部を紹介します。

 

- Zoho Voice を含めた、おすすめの電話連携サービス

- Zoho CRM 「見込み客」「連絡先」の定義、参加者の皆さんの運用法

- Zoho Bookings 初期設定 など

 


 


▼3月開催予定のイベント

 

・【Zoho CRM 導入に興味ある方にオススメ】3/14(木)セミナー&相談会@東京・丸の内

営業DX推進ご担当者様などに、情報収集がたった1回で完結できるイベントを開催します。製品概要や導入事例、カスタマイズ例など盛りだくさんです。
ーーーーーーーーーーーーーーーーー
Zoho CRM まるわかりセミナー&個別相談会 3月14日(木) 14:00 – 16:00
詳細・ご予約はこちら
ーーーーーーーーーーーーーーーーー

 

・3/8(金)ユーザー交流会 東京  *既に定員に達したため、登録受付を終了しています。

 

主なプログラム

事例セッション:Zoho CRM + Zoho Analytics によるマーケ施策の効果測定+フォロー率アップの事例紹介

グループワーク:どんなデータを可視化していますか? レポート共有会

Zoho Champion パネルディスカッション:Zoho のお悩み、ベテランユーザーに聞いてみよう!

 

*イベントで使用する資料については、会期後に改めて本フォーラムに公開いたします。

 

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

 

2023年の年間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

                                  • Tax on Imported goods charged by Shipping Company

                                    Hi Folks, I imported goods from outside Canada, for better understanding I will give an example data. imported goods value: 2000$ The shipping company sent me an invoice containing the following information: Custom duty on imported goods: 400$ Administration
                                  • Prefilled Date fields auto-changed and then locked when using “Edit as new”

                                    If a document out for signature has date fields (not SignedDate fields) that were pre-filled before sending, and then you use “Edit as new” to create a new version of the same document, the value of those date fields gets automatically changed to today
                                  • Zoho Webinar via Social Media

                                    Hello, is it possible to stream a Zoho Webinar via Social Media like Linkedin or Facebook?
                                  • Add Hebrew & RTL Support to Feedback Widget

                                    Hello Zoho Desk Team, How are you? We are using Zoho Desk and would like to utilize the Feedback Widget. While Zoho Desk itself supports Hebrew and RTL, the Feedback Widget unfortunately does not. We kindly request that Hebrew and full RTL support be
                                  • OAUTH2 isn't working with Power Automate and N8N (Zoho Desk)

                                    Hello, I am trying to set up an OAuth2 connection to the Zoho Desk API, but the authentication flow fails immediately. I am experiencing this issue in two separate platforms: Microsoft Power Automate (using a Custom Connector) and n8n. Instead of being
                                  • Kit Items Breaking Automations - "Provide mapped components for all kit items"

                                    This has been brought up in other threads, but I believe this issue warrants its own topic. Whenever a sales document (Estimate, Sales Order, Invoice) is created or manipulated programmatically, trying to include a Kit as an Item throws this error: "Provide
                                  • Show item Cost value on Item screen

                                    The Item screen shows Accounting Stock and Physical Stock. It would be very helpful if value information could be displayed here as well, for instance Cost Price. Currently, to find the Cost Price (as used for inventory valuations) from inside the item
                                  • Mark shipment as delivered via api

                                    Hellloooo again Zoho guys !! More help required if you would be so kind, pleeeezz..... var options =        {         'method' : 'post',         'contentType' : 'application/json',         'muteHttpExceptions' : true       }; var myPackNo  = encodeURIComponent('###################');
                                  • Setting Alternative units for an item.

                                    Hello Team, How to create alternate units for an item. We are placing orders for stocks in boxes. One box contain 24 items. At the time of selling we have two categories of buyers wholesalers and retailers. So the sales will be in PCS and in boxes also.
                                  • Zoho Inventory search when adding items to SO/PO, etc.

                                    I do not see that Zoho Inventory searches within the item name for an item lookup. We have many products with variants. So when I search for a product, say a lighting system, and it comes in different sizes and colors, I can only get those products where
                                  • Item Group Attributes

                                    Hello, I would like to see more attributes under grouped items. We sell car parts, there are several suppliers for the same part but under different brands. We want to group them together but the attributes under groups are lacking. For example, the products
                                  • Remove HTML Format - Deluge

                                    Hello @all if you want to delete the HTML format from the text please follow the script. Data = "Text"; info Data..replaceAll("<(.|\n)*?>" , "").replaceAll("&nbsp;" , " "); Apart from this if you require anything please let me know Thanks & Regards Piyush
                                  • Using multiple languages in template

                                    I wanted to add the company name in the template in arabic. I found a way through the header and footer option, except when i print the quotation the arabic disappears both in the top and bottom of the page. I have attached pictures of the before and
                                  • ADDING 5% VAT TO PURCHASE ORDERS GENERATED ON ZOHO BOOKS UAE

                                    Please guide on how to add 5% VAT to Purchase Orders generated on ZOHO Books UAE edition.
                                  • Import from /csv file, some items fail with the error "Specify Tax Or Tax Exemption".

                                    Hello! I am trying to import a csv file of all of my expenses for a complete financial year. I get errors for some items with the error message "Specifiy Tax or Tax Exemption". These errors only occur on lines where I have "Postage" as the expense account.
                                  • About maximum number of requests per minute

                                    Hi, Our company has integrated Zoho inventory and we're using the shipping order creation and update functions and so on. Currently we're receiving "For security reasons you have been blocked for some time as you have exceeded the maximum number of requests
                                  • Approval - Report/Views

                                    Hi, On Zoho Desk - Is there a way to report on pending approvals, or a view or similar?
                                  • "Zoho CRM Integration" option is missing in Zoho Social Settings

                                    I am trying to integrate my Zoho Social account with my Zoho CRM account. I am on the Professional Trial plan and my user role is "Brand Admin". However, I cannot find the "Zoho CRM Integration" or "Lead Generation" option anywhere in my Zoho Social settings.
                                  • Zoho CRM still doesn't let you manage timezones (yearly reminder)

                                    This is something I have asked repeatedly. I'll ask once again. Suppose that you work in France. Next month you have a trip to Guatemala. You call a contact there, close a meeting, record that meeting in CRM. On the phone, your contact said: "meet me
                                  • Error 553

                                    Não estou conseguindo enviar ou receber e-mail, sempre dando o erro 553, sendo que há mais de um mês o domínio está pago e liberado. Preciso de um suporte urgente
                                  • Automate insurance document workflows with Zoho Writer

                                    Insurance companies have to deal with creating and managing complex documents and forms, such as policy applications, explanation of benefits documents, brochures, renewals, and claim forms. Handling all of this manually is hugely time and effort intensive,
                                  • Create PDFs with Text so that we can copy from a generated PDF

                                    Currently, any information that a user enters into a field cannot be highlighted and copied from the PDF that Zoho Sign renders. For example, if someone were to provide a phone number in a Zoho Sign text field, you would not be able to copy the phone
                                  • How To Insert Data into Zoho Table using Api

                                    Hi Community, I have created a table inside zoho tables. How do I insert data into table using API. Please tell the exact endpoint and payload , I just have to insert data into table columns. Also tell how to find tableid, viewid, baseid etc. which are
                                  • How do I delete a folder in Marketing Automation?

                                    Folders are used across contact lists and segments, and email templates. How do I delete a folder once it's been created?
                                  • Portal Approval Process

                                    Hi Zoho team and fellow users, I am seeking a method to establish a multi-step approval process between a Zoho user and a portal user (Custom Portal) to review and approve requests through the Custom Portal. For instance, within this setup, one of the
                                  • Narrative 8: Intelligent in-app support that's instantly available anytime and anywhere

                                    Behind the scenes of a successful ticketing system - BTS Series Narrative 8: Intelligent in-app support that's instantly available anytime and anywhere The App Support Across Platforms (ASAP) add-on for Zoho Desk is an independent application that integrates
                                  • Navigation issue — unable to return to Customer page after opening Receipt from Transactions

                                    Steps to reproduce: Open a Customer record. Go to Transactions tab and open a Receipt by clicking its receipt number. After viewing the receipt, clicking browser Back or closing the receipt does not reliably return me to the original Customer record (I
                                  • Thermal Printer Option Needed for Delivery Challan Templates

                                    Currently in Zoho Books, the Delivery Challan template only supports A4 and A5 page sizes. However, in many businesses (especially retail and hardware), we use thermal printers (like 3-inch or 4-inch rolls) to print delivery challans. It would be very
                                  • Separate Default Payment Modes for Receipts vs. Payments

                                    Right now, when I set a default Payment Mode via a customer invoice or Payments Received screen, that same mode shows up for vendor payments (Purchases → Payments Made). 🔹 Request: We need different default modes for: Customer receipts (e.g., default
                                  • Update/Change GSTIN in GST Settings of zohobooks

                                    We are trying to update our GSTIN under the GST settings section of our Zohobooks account Initially, we had entered a dummy GSTIN (123456789123456) to generate a sample invoice before obtaining our official GST registration. After receiving our actual
                                  • Link Payment Mode and Paid Through Accounts

                                    For most users, it's very difficult for them to understand that the Payment Mode is totally independent of the Paid Through account when paying bills. It seems (and is) redundant for them to have to select what is basically the same thing twice. The current
                                  • Lets enable business to choose the default payment mode

                                    Lets enable business to choose the default payment mode so that we do not have choose payment mode again and again for each and every transsctions
                                  • Add Attachment Support to Zoho Flow Mailhook / Email Trigger Module

                                    Dear Zoho Support Team, We hope you are well. We would like to kindly request a feature enhancement for the Mailhook module in Zoho Flow. Currently, the email trigger in Zoho Flow provides access to the message body, subject, from address, and to address,
                                  • South African Payment Gateways

                                    Since the "Demise" of Wave many South African users have moved over to Zoho and yet for years users have been requesting Integration with a South African Payment Gateway to no avail. Payfast was the most commonly requested gateway as it supports recurring
                                  • Has anyone verified if Zoho is PCI compliant?

                                    We are planning on using Zoho to process payments via Authorize.net. We have everything set up and are attempting to complete the PCI DSS SAQ-A requirement for our merchant account. This requires us to prove Zoho has completed the SAQ-D for Service Providers. We need a way to verify compliance, or a copy of an attestation of compliance signed by the appropriate officer at Zoho. I assume I'm not the first person to use Zoho to process payment, and therefore not the first to require this information
                                  • Support for Custom Fonts in Zoho Recruit Career Site and Candidate Portal

                                    Dear Zoho Recruit Team, I hope you're doing well. We would like to request the ability to use custom fonts in the Zoho Recruit Career Site and Candidate Portal. Currently only the default fonts (Roboto, Lato, and Montserrat) are available. While these
                                  • Bigin Plugin for Outlook

                                    Could we get this added? The Gmail version already exists, and I would like to avoid having to make a switch.
                                  • Date does not fit the field

                                    Hi There. I am having fun learning zoho sign API. Today I noticed the "Signed Date" field does not fit, or alternatively the font is to large for the auto field space. See screenshot below. The signed date field is created by putting {{Signdate}} on the
                                  • Tip of the Week #69 – Automate your Zoho TeamInbox tasks with n8n integration.

                                    Don’t waste time repeating the same tasks—like sending follow-up emails or adding new contacts. Let automation save the day. With n8n, an open-source automation tool, you can connect your favorite apps and let them handle the busywork for you. You don’t
                                  • Multi Page/Step Forms in creator

                                    Greetings i was wondering if it's possible to create multipage/step forms on creator similar to what we have on zoho forms. is that possbile? Thanks
                                  • Next Page