皆さま、こんにちは。コミュニティチームの藤澤です。
10/18(金)に東京ユーザー交流会を開始しました。過去最高の30名のユーザーさんが出席してくれました!
本投稿では、その様子をお届けします !当日の各セッションの様子に加え、当日使用した投影資料は以下になります。
※セッションによっては、当日会場のみ限定公開の資料を使用しております。ご了承ください。
今回は、インド本社からZoho CRMにプロダクトマネージャーであるDilip Nagarajanが本イベントに初参加しました。
⚫️Zoho 社員セッション:CX Platform Vision And Roadmap
Zoho CRM / CRM Plus などのプロダクトマーケティング責任者のの菊池が登壇し(監修:Dilip Nagarajan)、Zoho CRM 2025年 プロダクトロードマップをご紹介しました。
※本セッションで使用した投影資料は非公開資料のため、本投稿には掲載いたしません。
2025年に予定されている、日本国内初出しのアップデート情報を紹介いたしました。
総ページ数75枚にも及ぶ膨大なアップデート情報の中でも、今後のZoho サービス活用が更に促進されるような、特にユーザーさんにお伝えしたい情報に注力して紹介しました。
参加者の方々は熱心にお手元でメモを取られている様子が印象的でした。
皆さまからプロダクトマネージャーDilipへのFAQの時間でも、積極的にご質問いただくことができました。
⚫️グループワーク
毎回異なるテーマで実施しているグループワークセッションですが、今回は「Zoho CRMのタブと項目」をテーマに実施しました。
各テーブルに別れて、各自で項目やタブのカスタマイズ例や、入力の手間を省くための工夫を参加者同士で共有いただきました。
紙にわかりやすくまとめて書いて説明されている方も多くみられました。
各ユーザーさんから積極的にアウトプットいただいたことで、ユーザー交流会ならではの直接他社事例を聞くことのできる、とても有意義なセッションとなりました。
⚫️Zoho 社員セッション:Ask Me Anything
参加者の方から事前にもらっていたZoho CRMに関する質問に対して、プロダクトマネージャーのDilipから直々に回答しました。
Zoho CRMの機能使用についてや、リリース情報についてなどたくさんのご質問をいただきました。
当日に追加でもご質問いただき、時間いっぱいまでセッションは盛り上がりました。
取り上げたトピック *一部抜粋
CRM for Everyone について、概要を教えてください。
Zoho CRM でサブスク型製品の管理やヘルススコアを管理するにはどうしたらよいか。
Zoho CRMのAnalyticsタブで、Zoho Analyticsのようなクエリーテーブルを使いたいのですが可能でしょうか?
⚫️懇親会(ネットワーキング)
任意参加の中でも、多くの方にご参加いただきました。
エキスパートユーザーさんと交流会初参加のユーザーさんが疑問点を互いにざっくばらんに話し合う様子なども見られ、ユーザーさん同士の横のつながりも交流会を通してできていました。
前のセッション中で聞ききれなかった質問をDilipに聞いているユーザーさんもいました。
食事と飲み物も楽しみながら、大盛況で東京ユーザー交流会は終わりました!
今後のユーザー交流会の日程は下記になります。
またのご参加をお待ちしております!
⚫️今後の開催日程
11/21(木)@大阪:
11/22(金)@名古屋:
11/29(金)@東京:
参加登録の案内はこちらからご覧ください
Recent Topics
Zoho Developer Hangout (ZDH) – Episode 17 | Optimizing Organizational Processes through Automation
Hey developers! Running a business can get quite overwhelming especially when juggling multiple tools like those in the Zoho ecosystem. Although integrating most of them is a piece of cake, manual intervention is needed at times. Being able to automate
User Emails Blocked
Community: I keep running into issues where our users stop receiving notifications from CRM because their email addresses get blocked in on the backend some how. I reach out to support, they confirm, they fix, and we carry on, but then it happens again.
Organization Variables - Restrict Access
Currently, there is no way to restrict the access to organization variables. This leads to a problem when storing API related values that should be kept secret as anyone with access to create and edit email templates, workflow rules, or inventory templates
Apple Messages for Business in Omnichannel communications?
Hello, Apple launched "Apple Messages for Business" but Zoho CRM or Zoho Desk don't appear in the list of possible integrators. Zoho already promotes https://www.zoho.com/crm/omnichannel.html Omni Channel integration, but Apple Messages does not yet appear.
Kaizen #140 - Integrating Blog feed scraping service into Zoho CRM Dashboard
Howdy Tech Wizards! Welcome to a fresh week of kaizen. This week, we will look at how to create a dashboard widget that displays the most recent blog post of your preferred products/services, updated daily at a specific time. We will leverage the potential
Schedule meeting monthly on a particular day
Suppose I wanted to schedule HR meeting every month on the first Tuesday with each employee separately for 20 minutes each. How could I automate these type of meetings? And if Sunday occurs on the first Tuesday I would like to shift that meeting on next
In ZohoCRM Dashboards - Editing Shown Columns on Drilldown of Components
Hello! I'm working with some Dashboards inside of ZohoCRM. When creating a component (In this case, specifically a KPI Ranking Component), I'd like to customize which fields show when trying to drilldown. For example, when I click on one of the sales
Multibrand Help Center - Share knowledge base catgories between multiple departments
Hello, I would like to know if it is possible to share categories between multiple departments when the multi brand feature is enabled. So that then one portal exists per department, but certain categories are visible in multiple portals. After all, we
Added Domain but SSL is not being set properly
We added a Domain for our landing page and it pushed an SSL cert to it. The Cert is generated by LetsEncrypt, but it doesn't match our subdomain (i.e., it's just pointing to zohosites.com). How do we get the cert properly setup there?
Zoho CRM Widget not displaying 2 related lists (JS)
Okay so I basically have 2 relatedLists that I want to get and render: ZOHO.CRM.API.getRelatedRecords({ Entity: data.Entity, RecordID: data.EntityId, RelatedList: "Notes", page: 1, per_page: 200, }) ZOHO.CRM.API.getRelatedRecords({ Entity: data.Entity,
Sharing Knowledge Base articles across multiple departments
It would be useful to share some Knowledge Base articles across multiple departments where they are applicable, rather than having to go into other departments to find the article you're looking for. For example. Our reception uses the 'Admin' desk whereas our IT guys use the 'Support' desk, however both divisions would find KB articles about our company intranet useful. Reception does not have access to the support desk, so cannot see articles created in the Support KB. Perhaps you could install
Iteration through a list - Coming up against a "Failure to update function" error
Hi there! I've been attempting to get a deluge script working and am running into an error that I have been unable to resolve. The error I am getting is Failed to update function Error at line :18. Improper Statement. Error might be due to missing ';'
KPI widget with percentage
I'm trying to create a KPM widget that displays current performance as a percentage - something like the picture below. I've tried following the instructions at https://www.zoho.com/analytics/help/dashboard/kpi-widgets.html#chart but nothing ends up being
Canvas List View Not Saving
Hi, I am trying to edit a list view to look different depending on the tags. Everything worked well and saved well with multiple views, but when I have gone back in to make some small changes like moving one of the icons it comes up with the error message
Team Inbox is not working AGAIN
I like Team Inbox in general. It makes using a collaborative inbox easy - when it works. The problem is that it doesn't work at times - and it seems to not work, a lot. It's not catastrophic failure, it's little things. Unable to send messages Unable
QR code image is not exported in PDFs
The new QR code field works fine when I include it in a report template and I choose the print option: https://creatorapp.zoho.com/<username>/<app_link_name>/record-print/<report_link_name>/<record_ID>/ But when I try to save the document to a .pdf file
QR codes in templates
I'm excited about the new QR code generator. I have included a QR code that contains the record ID setting "${ID}" as input data. In the report detail it works perfectly but when printing it in a template the code is not shown.
This mobile number has been marked spam. Please contact support.
Hi Support, Can you tell me why number was marked as spam. I have having difficult to add my number as you keep requesting i must use it. My number is +63....163 Or is Zoho company excluding Philippines from their services?
geographic search filter in map view
Hi, I have a recruiting and timesheet system built in Creator. The client wants to enhance the search for candidates based on their location and filter by job skills - currently they look on the Map View which uses the geo location or post code of the
Real Estate CRM
How can I tailor my CRM for real estate? I had seen an image where the CRM included property tabs.
Zoho CRM search not working
The search bar is not showing any results in our CRM installation. We have a lot of items and can not search them by using the navigation each time. Can someone please check this asap.
Reload page with widget
Hi all, I hope I can find some help here. I developed a small widget for Creator that is integrated into a page as a component. The page contains other content as well. When the widget is sent, the entire page should be reloaded to apply the changes to
Tip of the week #37 - Manage all your Telegram business conversations directly from your shared inboxes.
Tired of switching between multiple apps to manage your business conversations? With Zoho TeamInbox's multichannel inboxes, connect your Telegram channel to a shared inbox. This way, your teams can easily handle c View, reply, and collaborate on them
Tags on notes aren't syncing correctly on Android
I've created notes on the desktop version that have several tags assigned, but on both my Android devices those notes only have ONE of those tags instead of all of them, despite the actual content of the note being correctly synced, and I'm also starting
Reports - custom layout - duplicate report
Do you also have this problem and what is the possible solution? I duplicate a report that has a "custom layout". Unfortunately the custom layout is not duplicated. To be improved for a future release by Zoho. I export the custom layout and import it...
"Copy Field Values from one Module to another" how to use?
Hi everyone! I'm sorry if this question was already asked, I didn't find it! So let me explain: In my Tickets module, we have the custome field "customer type" where we indicate if it's a lead, user, etc... In the Contact module I used the "type" field with exactely the same entries. I would like when in the tickets module an operator choose an option that it automatically update it in the contact module. I found the "Copy Field Values from one Module to another" custom function which seems perfect
How to map a global picklist from one module to another
Hi there, i currently have a new field that is called sales office which we use for permission settings between our different offices located in different countries. It is a global set picklist with three different options: MY, SG and VN. I want to be
Pageless mode needed to modernise Writer
When we switched from GSuite to Zoho, one of the easiest apps I found to give up, was Docs. In many ways, Writer has always been more powerful than Docs, especially in terms of workflows/fillable forms/etc. However, I went back into Docs because I notice
Changing the Logo Size on Zoho Sites
My company logo incorporates both an image and text, and I would like it to be much more prominent on the page than is currently allowed by the small logo box in the template. Is there any way to hide the page name and then make the logo box much bigger since my company name and logo are connected / are all in one file? Thank you.
Is it possible to Select Item Serial Numbers from a Sales Order?
Our accepted estimates are converted to Sales orders for our warehouse staff to pick. How can my warehouse staff select the serial numbers for an item when editing a Sales Order? Logically when staff pull an item and have the serial in front of them they update the Sales Order and select the serial. I understand a serial can be added when creating an invoice but how can accounts team know the serial if the warehouse staff can't select it! A basic flaw!
MORE BUGS: Client Script, Deluge and Widget JS SDK don't work as expected when trying to retrieve a record that has been "rejected" as part of an approval process.
Client Script $Page.record is null when accessing a record that has been "rejected" as part of an approval process. Deluge zoho.crm.getRecordById(moduleName, recordId) returns {"status":"failure"} when recordId is a valid, but rejected record. OK... I
Zoho CRM Widget not displaying 2 related lists (JS)
Okay so I basically have 2 relatedLists that I want to get and render: ZOHO.CRM.API.getRelatedRecords({ Entity: data.Entity, RecordID: data.EntityId, RelatedList: "Notes", page: 1, per_page: 200, }) ZOHO.CRM.API.getRelatedRecords({ Entity: data.Entity,
Recurring Events Not Appearing in "My Events" and therefore not syncing with Google Apps
We use the Google Sync functionality for our events, and it appears to have been working fine except: I've created a set of recurring events that I noticed were missing from my Google Apps calendar. Upon further research, it appears this is occurring
Zoho Books and Zoho Projects Task Status Update
How can we create an automation using custom functions for the following scenario. When our zoho books invoice status changes to paid. I want a task in Zoho projects to change to completed.
Different content per social media account..
Is there a way to add different content per social media account on one post?
Assigning Tasks and Requests to Groups... how do I?
Guys, I've spent many hours exploring Zoho Support and we are generally satisfied with the system. I'm trying to understand how a system that has so much to offer can be missing GROUP assignment and queue functionality. I am hoping that there is a way
Parsing of SQL query failed. Please check the SQL syntax.
I am trying to have Zoho Analytics recognize that if the a Deal is in Stage "Need Docs" it should also be counted as a Deal in the Stage "New Lead" /*New Lead*/ SELECT "ID" 'New Lead' AS "Stage" From "Deals" Where "Stage" = 'Need Docs' Union All Error
Where is the setting to enable/disable 2FA?
The following links show where enable/disable 2FA is supposed to appear, but neither appear for me: https://help.zoho.com/portal/en/kb/zohosites/faq/account/articles/how-do-i-enable-or-disable-two-factor-authentication-for-my-account shows Security >
How to Assign Record Ownership in a Custom Form via API?
Hello everyone, I’ve created a custom form in Zoho People and I’m using the API to manage its records. I would like to know how I can assign ownership of these records to specific users via the API. Is there a specific parameter or field in the API request
Customer Statement Template not matching when sending
Hi everyone! So when I send statements to our customers via Zoho Books, the message that appears by default does not match what I have written on the template Under settings -> email notifications -> sales -> customer statement We have a single default
Next Page