3/26(水)開催|5名限定 課題解決型ワークショップイベント Zoho ワークアウト開催のお知らせ

3/26(水)開催|5名限定 課題解決型ワークショップイベント Zoho ワークアウト開催のお知らせ

ユーザーの皆さま、こんにちは。Zoho ユーザーコミュニティチームの中野です。
3月開催のZoho ワークアウトについてお知らせします。

定員に達したため、受付を終了しました。
━━━━━━━━━━━━━━━━━━━━━━━━

Zoho ワークアウトとは?

Zoho ユーザー同士で交流しながら、サービスに関する疑問や不明点の解消を目的としたイベントです。

Zoho サービスで完了させたい設定やカスタマイズ、環境の整備など……各自で決めた目標達成に向け、

Zoho Champion や、他の参加者と同じ空間で作業を行うことが可能です。

━━━━━━━━━━━━━━━━━━━━━━━━

 

◎このような方におすすめ
Zoho サービスの設定 / 検証作業を行うためにまとまった時間を取りたい方
・他のユーザーの皆さんとZoho サービスに関するアドバイスや情報の交換を行いながら集中的に作業したい方
・Zoho サービスの構築作業に孤独感を抱いている方
・Zoho ユーザーと知り合って交流を深めたい方

 

なお、本イベントはユーザーさん同士で交流しながら課題解決に向けて作業に取り組むことを目的としたイベントです。

Zoho 社員へ直接お問い合わせを希望される方は、日本語サポート窓口をご利用ください。


───────────────────────

ゾーホージャパン日本語サポート窓口:https://support.zoho.co.jp/portal/ja/home

───────────────────────

※弊社パートナー企業・代理店より購入された方は、こちらの窓口ではなく購入先の企業さまへお問い合わせください。

 

 ‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥

◎過去の取り組み / ディスカッション例
  • Zoho サービス同士の連携設定(CRM / Campaigns またはMarketing Automation, CRM / Forms など)
  • Zoho サービスの使い分け方
  • Zoho CRM クライアントスクリプト
  • 参加者同士のサービス活用方法共有

 ‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥


◎開催概要

日時:3月26日(水)14:00 - 16:00

形式:オンライン(Zoom ミーティング)

 

※カメラオン、また音声会話ができる状況でご参加ください。

※一時的な退席や他の作業を行う場合は、カメラをオフにしていただいて構いません。
その間はチャット対応が可能な状態での接続をお願いします。

※途中参加 / 退室可能です。

 

対象サービス:Zoho CRM などのZoho サービス(有償でご利用中のもの)

募集人数:5名  

定員に達したため、受付を終了しました。
 

本イベントについて、SNSやブログなどでもご感想を書いていただけますと、励みになりますのでぜひお願いします。

以下のハッシュタグを追加して、他のユーザーと情報交換しましょう!

#Zohoワークアウト

‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥ 

◎アドバイザー(Zoho Champion)の皆さんが普段利用されているZoho サービス

Zoho CRM 、Zoho Campaigns 、Zoho SalesIQ、Zoho Social、Zoho Desk 、Zoho Forms、Zoho Books、
Zoho Flow などの単体サービス、
あるいはZoho CRM Plus やZoho One、 etc

‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥
みなさんのご参加をお待ちしております。 

Zoho コミュニティチーム

    • Sticky Posts

    • 【6/22〜6/24開催】Zoho CRM 管理者向けトレーニングのご案内

      「Zoho CRMを導入したばかりで、初期設定や基本操作に不安がある」、「短期間で基礎から理解を深め、運用開始までをスムーズに行いたい」「Zoho CRMを基礎から再度学び直したい」といった課題や要望をお持ちの管理者に向け、Zoho CRM 管理者向けオンライントレーニングを実施します。 2022年6月の開催回よりトレーニング内容を刷新し、有償にて実施いたします。   ─────────────────────────────────── >詳細・お申し込みはこちら:https://www.zoho.com/jp/crm/crmtraining/
    • 【12/17(金)Meetup開催】参加者にはノベルティプレゼント!Zoho サービス相談会/情報交換会もあります

      こんにちは、Zoho Japan コミュニティチームの今成です。 12月17日(金)16:00から、今年最後のMeetup(ユーザー交流会)を開催します! ●詳細はこちら:https://www.zohomeetups.com/ZohoJapanCommunityMeetup2021vol4/ 前半は今年9月にZoho サービスを導入したユーザー様のセッションとして、現状の利用状況とこれからどのようにZoho サービスを利用していくか、これからの構想談をお話いただきます。 後半では、Zoho CRM
    • 【6/29(火) 初心者向け】カスタム関数勉強会のご案内

      先日のMeetupでも告知しましたが、以前より多くのユーザーさまからご要望いただいていたZoho の「カスタム関数」に関する基本の勉強会を6/29(火) 17:00に、開催します! 関数の基本的な書き方や、Zoho CRM で活用できる関数例のデモなどについて、Zoho の技術メンバーがわかりやすく解説します。 関数の基本を掴みたい方はぜひ、ご参加くださいませ。 >>申し込みはこちら:‌attend.zoho.com/luy0 以下詳細です。 ーーーーーーーーーーー 日時:6月29日(火) 17:00~
    • 【3/19(金)】Meetup(ユーザー交流会)開催のご案内。Zoho CRM ユーザー事例やZoho Sign の紹介、Zoho CRM 相談会など

      こんにちは、Zoho Japan コミュニティチームの今成です。 2021年1回目となるMeetupを、3月19日(金)16:00~ 開催いたします! ●詳細はこちら:https://www.zohomeetups.com/ZohoJapanOnlineMeetup2021vol1 毎回好評のZoho ユーザーさまによる活用事例をはじめ、Zoho の電子署名ツール「Zoho Sign」の製品デモや、グループディスカッションをご用意しています。 前半/後半のみのご参加も可能ですので、お気軽にご参加ください!
    • 【12/17(木) 16:00-】ユーザー同士で情報交換を行う、グループディスカッションもあります。オンラインMeetup Vol.4 開催のお知らせ

      Zoho コミュニティチームの今成です。最近寒くなってまいりましたが、みなさまいかがお過ごしですか? Zoho Japan Communityでは、今年最後のオンラインMeetup(ユーザー交流会)を開催いたします!以下、詳細のご案内です。 ーーーーーーーーーーーーーーーーーーーーー <日時>2020年12月17日(木) 16:00-18:00 <参加費>無料 <開催方法>オンライン <概要> 前半(16:00〜17:00)  自社活用事例「Zoho 社員は、1日の中でどのサービスをどれくらい使っているのか」(ゾーホージャパン株式会社 コミュニティチーム)
    • Recent Topics

    • Introducing Assemblies and Kits in Zoho Inventory

      Hello customers, We’re excited to share a major revamp to Zoho Inventory that brings both clarity and flexibility to your inventory management experience! Presenting Assemblies and Kits We’re thrilled to introduce Assemblies and Kits, which replaces the
    • Zoho Creator HTML Page

      Hello Team, I have a query related to the HTML page I created in Zoho Creator. I would like to apply some filters on this page without passing them through URL parameters. Could someone please guide me on how this can be achieved? Thanks & Regards, Piyush
    • Impossible de créer une adresse e-mail : licence déjà utilisée mais aucun utilisateur visible

      Bonjour, Je suis abonné à Zoho Mail Lite avec 1 utilisateur (abonnement actif), mais je ne peux pas créer mon adresse pro contact@joasavon.com . Le système indique « Limite maximale de licence utilisateur atteinte », alors que je n'ai qu'un seul utilisateur
    • Repeat script N number of time with some incrementation

      Hi, I have a script I want to repeat a certain number of time, depending on a value from a variable NumberOfDelivery, and at a certain frequency depending on a variable DaysBetween (wich would afect my addday function on the last line). Here is the basic
    • Creating email schedules with custom filters for Pivot/Summary Reports in Zoho Analytics

      Hi Zoho, I have a Weekly Inventory Report that I'd like to send out to various vendors. Is it possible to create an email schedule for each vendor with customized filtering at the scheduling level? Currently, we generate two pre-filtered reports (copies
    • Marketing Automation Emails Going to Spam

      Google is trapping all the marketing automation emails in spam. My domain has a perfect reputation and it looks like Zoho has a low reputation which is sending it to spam. When I pull the email out of spam and click on a link in the email, I get this
    • Zoho Learn & Zoho Connect

      Hi, Is there a way to sync the knowledge base we have in Zoho Learn with the manuals section is Zoho Connect? Thanks,
    • Zoho Analytics API Call With Pagination

      Hi, I have fetched data successfully from zoho analytics using https://analyticsapi.zoho.com/restapi/v2/workspaces/<workspace_id>/views/<view_id>/data? with a thrid-party tool postman. But i wanna know if i can use pagination with this api, like can i
    • MArking as NOT SPAM

      I have just been checkign my SPAM folder and it seems that markign mails as NOT SPAM makes them disappear. I cannot find them in my mailbox with a search.
    • Introducing Image Upload Field

      Hello everyone, In this post we will discuss about the benefits and usage of the Image upload field. The field is available for standard and custom modules.  Usage: This field can be used to upload a gallery of images to a record and share the record with peers or customers. The record can be made accessible to users outside of Zoho CRM via Portals, where they can upload the necessary images. Preview, editing, and deleting images: The uploaded images can be directly edited and saved from the record
    • Announcing Early Access to "Zoho CRM for Everyone" — A new and exciting update to Zoho CRM

      We are delighted to announce an Early Access to Zoho CRM for Everyone— a truly democratic approach to managing a CRM, gift-wrapped in an exciting and intuitive user interface. Here, multiple teams across an organization can coordinate among each other
    • Open a popup window from inside Record A and stay on the record after saving Record B

      Hello community, Perhaps you can help me with the following topic. I have a form A with a decision box. When this decision box is checked, a form B pops up. Once Form B is saved, I need to stay on Form A to continue entering data. I've observed the following
    • How can I bulk import product images to Zoho crm.

      How can I import product images to Zoho crm within bulk imports. I am using an excel sheet or csv and want to include an image (via URL) for each product. This topic is the closest I have found to a solution but I need further help to implement it: https://help.zoho.com/portal/en/community/topic/import-file-upload-and-image
    • Dynamic user applications for CPQ?

      Hi, I've been enjoying getting to know CPQ, the Product Configurator and Price Rules components have been very useful, albeit with some issues. I have noticed that I don't have the power to decide which level of sales staff has permissions when it comes
    • Max limit reached on Web Tabs for Zoho Projects

      Hello, ByWater manages between 50-60 projects at a time, and we have been heavily utilizing the Web Tab feature. However, we just hit our maximum limit reached for web tabs. The main thing we use Web Tabs for is sharing a Google document with our partners
    • Outgoing blocked again.

      Hi Dear, My outgoing mails are blocked again. I am just using it as normal business emails going in and out. Could you please help fix the problem? I am happy to support where I can do to make it work properly. Thank you very much. Aurora
    • Join our World Password and Passkey Day expert Q&A 2025

      Hey everyone! World Password and Passkey Day is almost here, and there's no better time to talk about something we all rely on daily—secure authentication. Did you know that a staggering 60% of hacking-related breaches are tied to weak or stolen passwords?
    • Global "Search" in FSM

      I'm missing the global Search function like in CRM. This should save us a lot of time. We don't now upfront if the customer is a Contact or a Company. So now we have to guess in what module to start a search/filter. Also looking up an address, phone number,
    • inventory template

      is it possible to implement if condition within inventory template?
    • Automate Zoho Meeting Creation via Blueprint (Leads & Accounts)

      I need help automating Zoho Meeting creation during a blueprint transition in both the Leads and Accounts modules. Requirements: Triggered via blueprint Read meeting start time (DateTime field) and internal participants from CRM Create Zoho Meeting via
    • Invalid OAuth Token When Using Zoho CRM API with Postman

      We're in the process of integrating Zoho CRM with our Django backend and currently testing the API endpoints via Postman. I've forked Zoho's official CRM REST API collection in Postman for this. Steps Taken: Created a Self Client via Zoho API Console:
    • Sending possible. Receiving not possible.

      We are not receiving mail in our company email. Could you please solve this. It has been recurring and I want it to be resolved once and for all. Please help.
    • How to find the number of companies within contacts

      I'm trying to track our database growth and want to find out how many companies we have in our database. is there an easy way to do this? Moderation Update: I'm locking this post, as we have an ongoing discussions in this linked post. You can follow the
    • Want to setup automation

      I would like to send mail automatically after 7 days when stage is approved using Bigin Automation. Can you guide. I tried and attached the screenshot but it seems to be not working well.
    • Generate a Zoho Sign link

      From time to time I get a response "I never received your you e-document for electronic signature" is there a way to generate a Zoho Sign link to share.
    • Highlight a candidate who is "off limits"

      Hello: Is there a way to highlight a candidate who is "off limits"?  I would like to have the ability to make certain candidate and / or Client records highlighted in RED or something like that.   This would be used for example when we may have placed a candidate somewhere and we want everyone in our company to quickly and easily see that they are off limits.  The same would apply when we want to put a client or former client off limits so no one recruits out of there. How can this be done? Cheers,
    • Feature Request - Approval Processes

      Hi Team, I think it would be really valuable to add the approval process feature like what is currently available in the CRM. The problem with the current approval support is it can't be automated to send the approval to set people based on the values of fields within the tickets. Is this something that could be considered for the roadmap? Thanks, Harry
    • What is VoC "Unique count", counting?

      Using the "Response based sentiment analysis" dashboard, here is our VoC "Overall Count by Sentiment" VoC uses Zoho Survey and email...and we have almost certainly touched (via email) more than 401 Contacts since January 1, 2025.
    • Knowledge base articles is now available in the Zoho Desk mobile app!

      Hello all,   As a customer service agent, every day you might have to deal with many questions and issues reported by the users. With Knowledge Base, you can reduce the issue resolution life cycle for your organization.   We are delighted to announce that we have brought in support for 'Knowledge Base articles' in the Zoho Desk iOS mobile app.  This feature is already available for Android users.   KB articles are available to iOS users in the latest version of the app (v2.4.9). You can update the
    • Document data extraction and import into CRM.

      I've been trying to solve this for a while and I can't come up with a workable solution: In our business, we utilize many subcontractors around the world (without Zoho user accounts) to produce reports and client sites which they then submit back to us
    • Notifications API - how to handle channel expiry

      The Documentation doesn't give a lot of detail on how the Notification API should be used. Am I correct that I can only open a channel for a maxmimum of 24 hours? And once the channel_expiry date has passed, I will no longer receive notifications? What
    • Introducing ICR in Zoho CRM: Transform your printed text into digital data

      From writing on papyrus in the ancient times to creating a humble record in your CRM, the world may have evolved with how it used to record data, but data entry as such has not been simplified. It is still a repetitive and arduous chore on which businesses
    • Sync Books quote value into Deal amount

      I have books integrated into deals in CRM and I want to sync the quote value into the deal value automatically. Can anyone provide me some guidance?
    • 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 Books | Product Updates | April 2025

      Hello partners, We’ve rolled out new features and enhancements to elevate your accounting experience. From FEC report to BillPay Add-on, these updates are designed to help you stay on top of your finances with ease. Export Transactions in Factur-X Format
    • Filter a report for a specific bank and a specific transaction type (interest income)

      I am trying to run a report - any report - on a specific bank account for the interest income. I do not see it as an option. I can see the Bank Account under Account in the Filters, and I can see the Interest Income under Account in the Filters But I
    • Pin multiple columns and adjust column widths in CRM subforms

      Hello all, Subforms act as secondary forms or tables in which you can associate multiple line items to a primary record and thereby ensure more structured and comprehensive data organization. We've made some recent enhancements to subforms. Here's what's
    • Exchange Rate Updates

      Hi, It would be great that when you work with multiple currencies, the exchange rate updates automagically every day (as seen on Zoho Books) or at least that when you create/update an opportunity the exchange rate could be manually updated, or maybe both!
    • How can I switch from inches to centimeters?

      Hey Zoho-Team, I tried to switch to another measuring unit. Inches are not used in Europe, but i couldn't find an option to use metric units. How can I switch the ruler, tabstops, positions of elements and everything else to the metric system? Thank you.
    • Add Video block needs improvement

      I regularly send out links to videos in my campaigns and I find that built in video block is never good enough to use in my campaigns, so I have to make a thumbnail in Canva and upload it or screenshot the actual video on YouTube. The concept of the video
    • Next Page