お世話になっております。Zoho コミュニティチームです。
本日は、9月開催のZoho ワークアウトについてお知らせします。今回はオンラインにて開催いたします。
━━━━━━━━━━━━━━━━━━━━━━━━
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を目的とした「Zoho ワークアウト」を開催します。
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、他の参加者と同じ空間で作業を行うイベントです。先輩ユーザーや他の参加者と意見交換をしながら集中して作業に取り組むことが可能です。
━━━━━━━━━━━━━━━━━━━━━━━━
◎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より購入された方は、こちらの窓口ではなくパートナー企業へお問い合わせください。
‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥
◎開催概要
日時:9月27日(水)14:00 - 16:00 *今回より開催時間を2時間に変更していますのでご留意ください。
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
※事前に下記のお申し込みフォームよりご登録ください。お申し込みの受付は先着順とし、定員になり次第、締め切らせていただきます。
───────────────────────
詳細・申し込みはこちら
───────────────────────
本イベントについて、SNS / 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
‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥
◎アドバイザーの皆さんが普段利用されているZoho サービス
- Zoho One 内サービス(Zoho CRM 、Zoho Campaigns 、Zoho SalesIQ、Zoho Social、Zoho Desk 、Zoho Forms、Zoho Books、Zoho Flow など)
参加者の皆さん同士で作業中に会話をしたり、ご自身のZoho サービスの画面を共有しながらお互いにアドバイスや情報を交換します。よりご自身のビジネスに合った環境の構築やカスタマイズを目指しましょう!
‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥
Zoho ワークアウトの流れについて、以下のスライドにまとめました。まだ参加された経験がなく、興味をお持ちの方はこちらをご確認いただき、具体的なイメージをつかんでいただけますと幸いです。
‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥
以上、ご検討のほどよろしくお願いいたします。
Zoho コミュニティチーム
Recent Topics
Weekly Tips: Stay Focused with Email Snooze!
New Year, New Resolutions Being back at work also means being back to the constant barrage of messages from work and clients. The constant flood of incoming emails can lead to the missing of important messages, especially when you can't respond right
Schedule Zoho CRM reports only on Business Days
Hello, Is it possible to schedule reports only on business days ? We currently get daily sales reports on weekend which has no value since the sales team doesn't work on weekends. Thanks
Zoho Payroll's Year in Review 2024
As we roll into 2025, we'd like to pay tribute to all the milestones we hit in 2024! From releasing out new features that streamlined your workflows to updates that made payroll management smoother, we’ve had a prolific year—all while keeping you, our
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
Multiplying Weight of product by Quantity
I am facing an issue with creating a report that consolidates the total sales volume in kilograms. I have already specified the weight for each product. I have also aggregated the total sales quantity. The key question is: how can I create a report that
Confirmation prompt before a custom button action is triggered
Have you ever created a custom button and just hoped that you/your users are prompted first to confirm the action? Well, Zoho knows this concept. For example, in blueprint, whenever we want to advance to the next state by clicking the transition, it is
Frontal interview scheduling - room availability in office using Google Workspace?
Hi, We're using Zoho Recruit as our ATS and Google Workspace as our email, calendar and resources management. We want to use the interview feature to schedule an in-person (frontal) interview with the applicants. How can we sync the room resources availability
Add and Remove Agents from Departments and Groups in Zoho One
Hi Zoho Flow Team, We hope you're doing well. Currently, Zoho Flow provides an action to add an agent to a group in zoho one, but there is no action to remove an agent from a group or a department. Another action that we find missing is the option to
Introducing Hiring Pipeline for Vendor Portal
Keeping vendors informed about candidate progress is often challenging, leading to communication gaps and repeated follow-ups. To address this issue, we've released an update to the Vendor Portal feature that lets you choose to display candidates' hiring
Address Grabber function for Zoho
I converted from ACT to Zoho. With ACT, I used an add-on called AddressGrabber to scrape the contact information from leads that I buy and contact information contained on emails and websites and directly add it as a new lead or contact. Does anyone know
Integrate zoom with zoho bookings please; or add optional times in zoho meetings
Just like events - these online meetings like zoom need to be integrated with zoho bookings, and there needs to be option for customer to book a time slot. It should not be dictated by CRM user.
Add Owner to deluge-created module record note
Is it possible to include the "owner" aka "creator", of a Note when creating it via delulge? This sets "superadmin" as the Note creator. I need to override it. notemap = Map(); notemap.put("Parent_Id",program_contact_id); notemap.put("Note_Content",program_contact_data.get('Note'));
Unique and Random IDs in Zoho Forms: Organize and Secure Your Data Efficiently
When it comes to form submissions, organizing and identifying entries effectively is crucial. Zoho Forms offers two versatile ID generation options for submissions: Unique ID and Random ID. Each serves distinct purposes, providing flexibility to meet
Sort By Date - Deluge
I have the following code, which normally works to sort calls by created time. Every once in a while, it doesn't work and something sneaks through in the wrong order and I can't figure out why. calls = zoho.crm.searchRecords("Calls","(Owner:equals:" +
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 ';'
Can you modify "Last Activity Time" in deluge? If so what's the field name?
I need to perform some bulk modifications on records in the Leads module, but I need to avoid changing the "last activity time" or "date modified" because I am using those fields to filter and sort leads for follow-up action. I cannot find an answer anywhere
How do I define a weekend
I noticed the default for weekends does not seem to include Saturdays. How can i define weekends to include both Saturdays and Sundays? Thank you.
【Zoho CRM】ポータル機能のアップデート
ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 今回は「Zoho CRM アップデート情報」の中からポータル機能のアップデートをご紹介します。 今回の機能アップデートにより、CRMのポータルへのログインがより簡単にできるようになりました。 【目次】 SAMLベースのシングルサインオンについて ポータルへのアクセスリンク送付について 今回のアップデートにより、アイデンティティプロバイダー(IdP)を利用している組織において、SAMLベースのSSO(シングルサインオン)を有効化できるようになりました!
Getting error during inserting a record in form of zoho people using zoho api
import requests import json # Set your access token and Zoho People API base URL access_token = '1000.XXXXXXXXXXXXXXX.XXXXXXXXXXXXXXXXXXXXX' api_base_url = 'https://people.zoho.in/people/api/' # Set the form name and data to be inserted form_link_name
UI Arabic
can i change the member portal UI to arabic in zoho community?
Resume template to include profile photo
Hi, We would love the Resume Template to be able to include their profile photo. How can this be done? Miriam
Marking a form as 'done'?
Hi! I've got a form that staff fill in when moving stock from location to location. I see the entries they've sent across and I input them into my stock control system. Is there a way to mark a form as 'done'? So that I know which entries I've input,
Zoho CRM - best way to search an account and assign to a deal
Hi Everyone I am looking for some advice. I want to find the best way to complete the below steps. We have a deal and once it reaches a certain stage we need to allocate a supplier / vendor to this deal along with the salesperson. I want to add (ideally
Zoho Rating
When I close a ticket, the zoho system automatically sends an email to the customer for them to leave a rating. When they leave a rating, the ticket re-opens and I have to close it again. When I close it again, the zoho system sends the customer an email
Zoho GC Flow is not showing in IM Channels
I have added my social IM channels in zoho desk. Created a GC Flow to automate conversations. But Guided conversations are not showing in any platforms I have chosen; WhatsApp Instagram Messenger Web (Business Messaging) In the flow I mentioned these
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
Contacts marked as Spam are shown as Contacts in tickets.
Hi Zoho, If a ticket is marked manually as Spam you get an option to set the contact as Spam as well. It would be great if there was another option to delete this Contact. This would be based on the understanding that it wouldn't be marked automatically
Is possible to use ${webhookTrigger.payload.street==null?"No street":${webhookTrigger.payload.street}} for to detect inline a null parameter
Hi Team I need to know if it's possible to evaluate inline the following parameter, with the objetive to detect a null value ? I would like to use ${webhookTrigger.payload.street==null?"No street":${webhookTrigger.payload.street}} Regards, Pablo
Real Estate CRM
How can I tailor my CRM for real estate? I had seen an image where the CRM included property tabs.
Issue with Bulk Edit Triggering Function Multiple Times in Zoho Report
In our Zoho report, we have observed an issue where executing a function during a bulk edit operation runs the function multiple times—once for each selected report entry. This behavior is causing errors due to overlapping or redundant executions. Our
Set recurring tasks in Zoho Support?
Hello, We use the task function in Zoho Support to set reminders for "due dates" of important events, such as lease expirations, etc. Is it possible to set some of these as recurring yearly? As of now, we have to reset every task manually after one year. Is there a way to have it reset automatically? Additionally, is there a way to import a list of tasks and their dates into Zoho Calendar? I have not been able to do it from Zoho Support to Calendar. I tried exporting tasks from Zoho Support,
Help - How Can I Enter a Hourly Rate (Global Cost) for our Team for Profitability Reporting?
Hi everyone, I'm hoping someone can help as I am at a loss and am quite shocked (if true) at the lack of functionality in Zoho Books. We run a company in which we do hourly jobs for clients and we bill based on the hours of work completed. Projects are
Schedule a regular backup
In CRM I have a regular backup setup. I cannot find an option to backup Desk? I would like to take a backup before I test syncing products between CMR and Desk.
Limit who can submit a support ticket to your site?
Does anyone have a use case for needing to limit who can submit tickets via your help portal? Some of our customers want to have end-users view our knowledge base articles and see tickets their IT groups have submitted but they do not want end-users to
Is there a way to request a password?
We add customers info into the vaults and I wanted to see if we could do some sort of "file request" like how dropbox offers with files. It would be awesome if a customer could go to a link and input a "title, username, password, url" all securely and it then shows up in our team vault or something. Not sure if that is safe, but it's the best I can think of to be semi scalable and obviously better than sending emails. I am open to another idea, just thought this would be a great feature. Thanks,
Allow us to disable the Reopen Ticket button after a ticket is closed
Disabling the Reopen Ticket will allow us to have more control over the ticket's flow. According to support, this is currently not possible. Please add this to let us, the customers, mold the ticketing system into something that we can use for our business
How to Enforce Mandatory Fields (Category/Sub-category) Before Closing a Ticket?
Hi, I'm currently using Zoho Desk and encountering an issue where agents are able to close tickets without filling out mandatory fields, specifically Category and Sub-category. I’ve already set them both as a mandatory field, but it can still be bypassed
Admin Control for Default Email Templates in Zoho Desk
Hi Zoho Desk Team, We would like to request a feature enhancement related to default email templates. Currently, agents can select and set their own default email templates when replying to tickets. However, we believe this setting should be managed centrally
Lock out of account after password update
This is a bit of a catch 22 situation. I updated my account password using password generator in ZohoValut. Now I am locked out of everything, as I cannot get into OneAuth for 2FA, as the password is randomly generated, without getting into ZohoValut,
Guidance on Making Zoho Desk Connections Available for All Data Centers
Hi Team, I’m currently developing an application using Zoho Desk connections to manage OAuth for my third-party products. Could you please advise on the steps required to make it available across all data centers? Looking forward to your thoughts on
Next Page