コミュニティダイジェスト 2023年10月

コミュニティダイジェスト 2023年10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。

10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 ] 

「メールの信頼性のレポート」の紹介  

キーボードショートカット機能導入のお知らせ  

Microsoft Office 365 カレンダーの同期機能に関するアップデート  

 

[ ディスカッション ]

自社事例報告:ZohoBooksからマネーフォワード請求書にデータを送るシステムの解説をしました  

Zoho CRM インボイス対応  

Zoho Survey と Zoho Forms の違いについて  

 

[ Zoho Japan からのお知らせ ]

10を超えるZoho サービスを活用 〜マーケティング・営業・会計業務編〜(箕輪 泰子さん)  

 

▼10月に開催したイベント

 

・ユーザー交流会(Meetup)東京  2023 vol.3

 Zoho CRM Plus 活用事例の共有や、参加者同士のグループワーク、弊社からのサービスアップデート情報の共有などのプログラムを実施しました。

  開催報告はこちら



 

・Zoho ワークアウト:10/19(木)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、1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。

*以下全てZoho CRM 関連
-  一般的な初期設定(権限・タブの設定、ホーム画面のカスタマイズ、など)
- Zoho CRM - Zoho Campaigns の連携 
- スコアリングルール、ブループリントの機能学習  
Zoho ワークアウト11/16(木)開催回の登録はこちらから

 

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

 

9月のダイジェストはこちら



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          • 【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。

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