コミュニティダイジェスト 2023年4月

コミュニティダイジェスト 2023年4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。

4月の活動は以下のとおりです。

 

ディスカッション

 

[ Zoho Analytics ]

Zoho Analytics の「年と月」形式を英語表記→数字に変更!

松尾さん、知見共有をいただき大変ありがとうございます。

西尾さん、コメントをいただきありがとうございます。

 

複合グラフでの2軸のグラフ作成または別手段の表現方法について

太田さん、投稿いただきありがとうございます。

西尾さん、ご回答いただきありがとうございます。

 

[ Zoho CRM ]

郵便番号入力による住所の自動反映

ky さん、投稿ありがとうございます。

松尾さん、コメントとリンク先のご案内ありがとうございます。

 

[ Zoho SalesIQ ]

チャットボットの個人情報記入欄について

松尾さん、こちらについても投稿および解決方法の共有までいただき、ありがとうございます。

 

[ Zoho からのお知らせ ]

カスタム関数マスター講座 お役立ち情報まとめ(2022年10月〜2023年3月開催)

 

[ Zoho CRM アップデート情報 ] 

直近のアップデートまとめ+バックアップデータに関するアップデート

一覧表示ビューに関するアップデート

ポータル機能に関するアップデート:ウィザードに対応

インポート機能に関するアップデート:Zoho Bigin から直接インポートが可能に

 

 

イベント情報

 

▼4月に開催したイベント

 

・Zoho ワークアウト 4/21

今回は2名のユーザーさんに初めて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内容の一部をご紹介します。

 - Zoho Desk 初期設定を完了させる

 - Zoho Desk 一般的な運用方法、他の参加者の活用方法

 - Zoho CRM 活動のリマインダー設定

 

▼今後開催予定のイベント

 

・Zoho ワークアウト:5/16(火)14:00〜17:00 *途中参加 / 退室可能

  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(みなとみらい / Zoom)

  参加方法によって登録フォームが異なりますのでご注意ください。
  - 会場参加(みなとみらい)希望の方:
https://zfrmz.com/iCaAjKAJ1nXrCaYNfkq2
  - Zoom参加希望の方:
https://zoho.to/zoom_reg

  * 残席わずかのため、タイミングによっては参加登録できない、登録後に参加をお断りする場合がございます。  


・DX時代の経営戦略を考えるリアル開催イベント 5/25 (木) 14:00〜

  Zoho One の活用方法 / 導入効果を高めるためのヒントが満載

  詳細はこちら:https://zurl.co/8dhi

 

・約4年ぶりのリアル開催 ユーザー交流会(大阪 / 名古屋) 

「マーケティング / 営業部門におけるZoho 活用方法」をテーマにリアル開催します。

6/8(木)大阪:https://www.zohomeetups.com/osakavol1

6/9(金)名古屋:https://www.zohomeetups.com/nagoyavol1

 

ご自身の検証結果や、日頃の取り組みの成果報告を共有いただくなど、フォーラムを活用いただいている様子がうかがえ、とてもうれしく思います。

 

5月は、Zoho ワークアウトをハイブリッド形式で開催予定ですので、Zoho の活用に関する相互共有や課題に取り組む場として、ぜひご参加ください。

また、6月についても大阪 / 名古屋でのユーザー交流会などイベントを多数実施予定ですので、ぜひご登録ください。

 

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

 

3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

                                  • The sending IP (136.143.188.15) is listed on spamrl.com as a source of spam.

                                    Hi, it just two day when i am using zoho mail for my business domain, today i was sending email and found that message "The sending IP (136.143.188.15) is listed on https://spamrl.com as a source of spam" I hope to know how this will affect the delivery
                                  • Changing a Single-Line Text field into a Multi-line Field without losing data

                                    Is it possible to change a Single-Line Text field into a Multi-line Field without losing data. I have a module with data for which I would like to change a single-line field into a multi-line field but I'm worried it might delete the pre-existing da
                                  • Webhook - Google Sheets

                                    I have 2 forms that are both integrated with Google Sheets. I've set up a webhook to pull form 1 data from Google Sheets to prefill data in Form 2. The issue I have is that the forms name fields are First Name & Last Name but the Google sheets integration
                                  • Verified Mark Certificate

                                    Hello Dears, Can anyone help and check my mail or direct me to the desired person who can add the verification tag to my mail https://www.zoho.com/blog/mail/email-authentication-with-bimi.html
                                  • Appointment booking is temporarily unavailable

                                    Embeded Zoho booking page in my WordPress website. When someone starts a booking, after choosing time and date, an error appears before payment - "Appointment booking is temporarily unavailable due to restricted settings." Used the embeded code given
                                  • Cannot connect to 365 business calendar and Teams, says personal but it is not.

                                    hi I have a number of users connected to their 365 business accounts. Adding a new user and it thinks hes got 365 personal edition. He does not.... Anyone know what's going on. Trying for days now. Bookings go into his MS calendar but as its thinks its
                                  • Limited review (/questions) for Bookings 2.0

                                    Hi all, I'm writing this review of Bookings 2.0 for two reasons: 1) it may be of interest to others, and 2) I'd like to be corrected if I'm wrong on any points. It's a very limited review, i.e. the things that have stood out as relevant, and particularly
                                  • Zoho Bookings - Reserve with Google

                                    Does Zoho Bookings plan to to integrate with Reserve with Google?
                                  • Tip #3: How to change your booking page language

                                    Displaying your booking page in your target audience's language can greatly increase customer satisfaction. By speaking their language, you will help customers feel more comfortable scheduling with you and create a stronger connection with them. Let's
                                  • Bigin Android app update: Alerts while creating tasks outside of working days, conflicting events and calls.

                                    Hello everyone! In the most recent version of the Bigin Android app, we have brought in support to display an alert if task is being scheduled outside of the working days. Also, when scheduling an event or call in the Activities module, a conflict alert
                                  • Bigin update: Link email messages to pipeline records.

                                    Hello everyone! In the latest version of the Bigin iOS(v1.11.9) and macOS(1.8.9) app, we have brought in support for an option to link email to pipeline records. This helps you to view emails specific to a deal, especially when a contact is associated
                                  • Bigin Android app update: Custom buttons and widgets

                                    Hello everyone! We are excited to introduce custom buttons and widgets on the Bigin Android app. Widgets: A widget is a customizable UI component in Bigin that improves efficiency and user experience. It lets businesses embed components, streamline interactions,
                                  • Biometric Access Support on Zoho Vault Desktop App

                                    Is there any plans to add biometric authentication (fingerprint, face recognition) for Vault desktop apps (Windows/macOS) to enhance security and ease of access. I would love to hear other members view on this
                                  • Zoho Sheet for Desktop

                                    Does Zoho plans to develop a Desktop version of Sheet that installs on the computer like was done with Writer?
                                  • Zoho Sheet - Desktop App or Offline

                                    Since Zoho Docs is now available as a desktop app and offline, when is a realistic ETA for Sheet to have the same functionality?I am surprised this was not laucned at the same time as Docs.
                                  • Collective-booking event not added to all staff calendars

                                    We assign two staff to certain events. When the client books this event, it adds it to one staff calendar (the 'organiser') but not the other. How can I ensure all staff assigned to a collective booking get the event in their calendar? (A side note: it
                                  • Project Management Bulletin: October, 2025

                                    Every need leads to innovation. Project Management tools were developed out of sheer necessity to drive large projects. With wide usage, the specifications grew precise, and so did the refinement. Over years we’ve crafted one of the best project management
                                  • Zoho Sheets saying locked when not locked

                                    Zoho Sheets won't let me add more rows to sheet because it's saying the sheet is locked, but the sheet is not locked. I tried using a different browser but I still have the same issue.
                                  • Identifying and Merging Accounts with Similar (Non-Exact) Names

                                    Hello everyone, I’m aware of the built-in deduplication feature in Zoho CRM that allows merging records with exactly matching values for selected fields. However, I’m running into a situation where our migrated data contains multiple variations of the
                                  • Option for super admin to recover the deleted chats in Zoho Cliq

                                    Currently, in Zoho Cliq, if a user accidentally deletes their chats, there is no option for the Super Admin to recover or view those deleted messages. I believe it would be helpful if Super Admins had a recovery option, perhaps within a certain time frame,
                                  • Zoho CRM iOS app updates: the Homepage, Zoho Survey integration, and support for multiple file uploads in subform

                                    Hello everyone! The Zoho CRM mobile app continues to evolve to bring you a smoother and more powerful CRM-on-the-go experience. We're excited to share some important updates now available in the iOS app. Here's what's new: Homepage support Zoho Survey
                                  • I am trying to integrate my module in sandbox environment to add data via API

                                    I went through the documents and tried to setup the API for adding the module via the api but the problem is the token setup is done on "https://accounts.zoho.in/oauth/v2/token" domain and the bulk write is done on "https://content.zohoapis.com/crm/v8/upload"
                                  • Setting up primary mobile number.

                                    Hi Sir Earlier I joined IIFL team and got an organizational email of zoho services. Later i quit and now my account is deactivated with IIFL but i am unable to link my mobile number to my own email id with zoho.
                                  • Zoho sheet for desktop

                                    Hi is zoho sheets available for desktop version for windows
                                  • Tables for Europe Datacenter customers?

                                    It's been over a year now for the launch of Zoho Tables - and still not available für EU DC customers. When will it be available?
                                  • Guided Conversations - Ticket Creation

                                    Hi there, Using Guided Conversations to Take Customer Data and apply it into a Support Ticket for internal use, Is there a way to take multiple Textual Variables Inputs (A series of questions), and have the answers all appear in the Description of the
                                  • How to send certain invoices for Approval based on condition?

                                    To streamline operations, I need the invoices to go for approval when certain conditions are met. For example, if my staff gives a discount of x amount, it must go for approval. If there is no discount, then the invoice will be approved automatically.
                                  • Unable to continue payment

                                    Hi, I want to make a payment for my email subscription, but I cannot proceed with the payment because my NITKU is invalid. In Indonesia, the NITKU consists of 22 digits, but Zoho only provides 20 digits, causing my NITKU to be invalid. Please help me
                                  • Is there a way to show contact emails in the Account?

                                    I know I can see the emails I have sent and received on a Contact detail view, but I want to be able to see all the emails that have been sent and received between all an Accounts Contacts on the Account Detail view. That way when I see the Account detail
                                  • Massive spam pretending to come from our address – is this a Zoho security issue?

                                    Hi, We’ve been receiving more and more suspicious emails lately — many of them clearly look like scams. But yesterday, we got an email that appeared to be sent from our own address, which was very concerning. We're starting to wonder if this might be
                                  • Cant recieve mails

                                    I’m having an issue with my external IMAP account not fetching any emails into Zoho Mail, even though the connection test says “Success”. I can send, if someone sends an email to me. my original directory (home.pl host) recieves it in their portal but
                                  • Zoho Sheet Autofit Data

                                    While using Autofit Data function in Zoho Sheets with Devnagri Maratji or Hindi Fonts, a word or a number, it keeps couple of characters outside the right side border.
                                  • Enhancements to finance suite integrations

                                    Update on the migration (October 28, 2025): Starting this week (October 29 tentatively), we’ll begin migrating Zoho CRM users to Zoho Books as integration users. This means actions will now run under each user’s own Zoho Books access, instead of the admin’s.
                                  • Edit 'my' Notes only

                                    The permissions around Notes should be more granular, and allow to user to be able to edit the notes he created only. The edit Notes permission is useful as it allows the user to correct any mistakes or add information as needed. However, with this same
                                  • 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
                                  • Job Alerts for Candidates

                                    hi All, I have 2 questions relating to sharing job details with candidates. 1. is there a way to notify candidates that meet certain criteria of current jobs available? eg. I run a candidate search, and identify 50 candidates that might be suitable. Can
                                  • Add multiple users to a task

                                    When I´m assigning a task it is almost always related to more than one person. Practical situation: When a client request some improvement the related department opens the task with the situation and people related to it as the client itself, the salesman
                                  • Enhancing Task Accuracy: Automatically notify the owners upon Task duplication.

                                    Hello Everyone, A Custom function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. The requirement
                                  • Show/ hide specific field based on user

                                    Can someone please help me with a client script to achieve the following? I've already tried a couple of different scripts I've found on here (updating to match my details etc...) but none of them seem to work. No errors flagged in the codes, it just
                                  • Where are Kanban swimlanes

                                    So i've been playing with Zoho Projects Kanban view a bit more. It appears that task lists are being used as the Kanban columns, which makes sense from the implementation point of view but not the logical one.  Kanban columns are statuses that a task can flow through, while a task list has been a logical way to organize related tasks and relate them to a mislestone. In other words a task in a particular task can go through several stages while remaining in the same task list. After doing some research
                                  • Next Page