Zoho User Group (ZUG) in-person Meetups
Hello Zoho Community,
We're pleased to announce the next leg of Zoho User Group in-person meetups. We're thankful for your overwhelming response to the meetups last quarter. Our teams had a blast meeting you all in person and finally being able to catch up with you face-to-face. Not to mention how great it was to see ZUG members sharing useful tips to their fellow Zoho users. Your reception has strengthened our resolve to make these meetups even more useful and engaging.
Like all the previous meets, we've tailored the agenda based on your suggestions. Our experts are earnestly preparing to network and share best practices, attend to your requirements, listen to your concerns if any, and collectively learn as a community, along with you. So scroll on down and locate your city from the list below and register for a Zoho User Group Meetup. If you don't find your city listed, do not hesitate to request one in the comments section. We'll reach out to you for details. Here's to another happy and happening leg of Zoho User Group Meetups.
Register below and join your ZUG for the discussion and networking.
USA
Time: 1:30 PM - 5 PM
Date | City | Link to Register |
12th July | Seattle ZUG | |
12th July | Houston ZUG | |
12th July | Miami ZUG | |
13th July | Portland ZUG | |
13th July | Austin ZUG | |
13th July | Fort Lauderdale ZUG | |
14th July | Salt Lake City ZUG | |
14th July | Dallas ZUG | |
14th July | Tampa ZUG | |
19th July | Denver ZUG | |
19th July | Nashville ZUG | |
19th July | Orlando ZUG | |
20th July | Phoenix ZUG | |
20th July | Louisville ZUG | |
21st July | Las Vegas ZUG | |
21st July | Indianapolis ZUG | |
21st July | Atlanta ZUG | |
26th July | Pleasanton ZUG | |
26th July | Detroit ZUG | |
26th July | Charlotte ZUG | |
27th July | San Jose ZUG | |
27th July | Raleigh ZUG | |
28th July | San Diego ZUG | |
28th July | Cleveland ZUG | |
29th July | Fairfax ZUG | |
2nd Aug | Irvine ZUG | |
2nd Aug | Minneapolis ZUG | |
2nd Aug | Rockville ZUG | |
4th Aug | Los Angeles ZUG | |
4th Aug | Kansas City ZUG | |
4th Aug | Philadelphia ZUG | |
9th Aug | Chicago ZUG | |
9th Aug | New York City ZUG | |
11th Aug | Milwaukee ZUG | |
11th Aug | Boston ZUG |
Canada
Time: 1:30 PM - 4:30 PM
| Date | City | Link to Register |
19th July | Toronto ZUG | |
21st July | Montreal ZUG | |
26th July | Quebec City ZUG | |
28th July | Calgary ZUG | |
3rd Aug | Vancouver ZUG |
South Africa
Time: 9:30 AM - 12:30 PM
| Date | City | Link to Register |
19th July | Johannesburg ZUG | |
21st July | Durban ZUG | |
26th July | Cape Town ZUG |
Kenya
Time: 9:30 AM - 12:30 PM
Date | City | Link to Register |
28th July | Nairobi ZUG |
Middle East
Time: 9:30 AM - 12:30 PM
Date | City | Link to Register |
1st Aug | Jeddah ZUG | |
3rd Aug | Manama ZUG | |
7th Aug | Doha ZUG | |
10th Aug | Dubai ZUG |
Topic Participants
Ritu Sharma Sewda
joel.mellon@productsdirect.com joel.mell
karl
iampurityochuko
steventhurman36
Sticky Posts
How to reach the official Zoho Support channels and avoid fake ones.
Dear Customers, Thanks a lot for choosing Zoho! Our applications are built to help achieve your day-to-day business goals. We are committed to engaging with you, to understand and develop solutions that enhance your productivity. We are happy and ready to help you use our services effectively. Understanding and avoiding fake support Just like using popular bank names and financial applications for phishing purposes, using Zoho and claiming to be providing Zoho Support or services with false numbersFunction #35: Close all tasks associated with a lead and create a new task.
Welcome back everyone! Last week, we learnt how to close all tasks of a deal depending upon the deal stage. This week, let's look at a custom function that lets you close all of the tasks associated with a lead while simultaneously creating a new task, like when you need to halt all progress towards a lead while the lead is not available at the moment but create a reminder task. Business scenario: The success of a company, in one way or another, is determined by the leads it gets. Each lead is justZoho CRM Webinar - Redesigning Daily User Experiences with Canvas
<br> Your users across roles use the CRM for day-to-day tasks that are necessary. Whether they perform their tasks on time, the right way, or at all depends on a lot of factors, including User Experience. Many businesses struggle with rigid layouts,Join us at the Canada ZUG Meetup: What’s New in Zoho CRM
Hello Zoho Community! Start your year with fresh insights into Zoho CRM’s latest updates and tools. Whether you're a CRM beginner or a experienced user, this meetup is crafted to help you optimise your processes and leverage new features. Explore practicalCRM Hack #2: Automate sending of birthday greetings to your customers.
Hello everyone! What sets you apart as a sales person is your ability to add that personal touch to your business relationship with your customers. Sending a gift on a special day, or leaving a note wishing them on their birthdays, are small, yet significant actions that show your customers that you care. And these are actions done without any expectations :) You must be engaging with a lot of customers and it is highly unlikely that they all are your friends on Facebook or some social channel,
Recent Topics
Clearing Fields using MACROS?
How would I go about clearing a follow-up field date from my deals? Currently I cannot set the new value as an empty box.Migrating a Zoho Forms form into Zoho Creator
Hi, How can I migrate my Zoho Forms form into Zoho Creator? Thanks. Truly, EmadIs there any way to recall an email sent using Zoho CRM?
If an email is sent using Zoho Mail, there is a recall option/functionality that is available to the sender. Is there any way to recall an email if it was sent using Zoho CRM? I can't seem to find that option. Any help would be appreciated.Quick Create needs Client Script support
As per the title. We need client scripts to apply at a Quick Create level. We enforce logic on the form to ensure data quality, automate field values, etc. However, all this is lost when a user attempts a "Quick Create". It is disappointing because, fromProblem with reports due to "Connected" items change - Yes this IS a problem
Now that the change has been made to use "connected" items I can no longer run the reporting I need in CRM. I should be able to start with Deals as the parent, connect down to the Account (Account_Name) on the deal as the child, then to any child itemsIntroducing notifications in the vendor portal
Imagine this: You're a recruiter working with multiple vendors on a high-volume hiring project. You’ve just updated a job description after a last-minute change from the hiring manager. One of your vendors, however, is still working off the older versionCRM limit reached: only 2 subforms can be created
we recently stumbled upon a limit of 2 subforms per module. while we found a workaround on this occasion, only 2 subforms can be quite limiting in an enterprise setting. @Ishwarya SG I've read about imminent increase of other components (e.LESS_THAN_MIN_OCCURANCE - code 2945
Hi I'm trying to post a customer record to creator API and getting this error message. So cryptic. Can someone please help? Thanks VarunAnalytics for notes created
Is there a way I can see how many notes were created per day? Via reporting or analytics?No TDS Deduction
In some of our case, where we are reselling items at the same rate we purchased. In this scenario, Indian IT Law has a provision to request customer not to deduct TDS if the transaction value is same. TDS is paid by us (intermediary reseller) before weCannot update Recurring_Activity on Tasks – RRULE not accepted
Hello, I am trying to update Tasks in Zoho CRM to make them recurring yearly, but I cannot find the correct recurrence pattern or way to update the Recurring_Activity field via API or Deluge. I have tried: Sending a string like "RRULE:FREQ=YEARLY;INTERVAL=1"Add image to report...
Greetings, I send a weekly color coded report via Creator email. I would like to add the legend somewhere in the report. Header, footer where ever. I have the legend saved on Google Drive and can access it via shared link. Sure someone has wanted to addMore controls for User Fields in CRM
Dear All, We are here with a minor but crucial enhancement to the user fields—now set accessibility permissions to the records for user field. User field allows you to extend co-ownership of records to your peers. You can collaborate with them for certainCalls to accounts rather than leads or contacts?
So..... We have a dilemma and I'm hoping someone has encountered this before and figured out a fix. We have just migrated to Zoho. It's great.....expect for how "Calls" are handled.... We are B2B. We do not use the leads module. A "Lead/Prospect" forImage Upload Field | Zoho Canvas
I'm working on making a custom view for one of our team's modules. It's an image upload field (Placement Photo) that would allow our sales reps to upload a picture of the house their working on. However, I don't see that field as a opinion when buildingPower of Automation :: Automated 'Delayed & Closed' Status Update Based on Due Date
Hello Everyone, A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automateLead Blueprint transition in custom list view
Hi, Is It possible to insert the Blueprint transition label in a custom Canvas list view? I am using Lead module. I see the status, but it would be great if our users could execute the Blueprint right from the list view without having to enter the detailedRange names in Zoho Sheet are BROKEN!
Hi - you've pushed an update that has broken range names. A previously working spreadsheet now returns errors because the range names are not updating the values correctly. I've shared a video with the support desk to illustrate the problem. This spreadsheetpopulate email address and name in zoho desk?
Is it possible to populate the email address and name in the zoho desk widget? We only use it in the context of an authenticated user, so we already know the user's name and email. Thanks,Are there default/pre-built dashboards in Zoho Desk?
Hi, I am looking for some pre-built dashboard templates in Zoho Desk, similar to what we can find in CRM/Projects, etc Thank youSAP S/4 HANA to CRM Integration - change the SAP Client ID
Hi I am trying to push the business partners from SAP S/4 HANA to ZOHO CRM module. The SAP Client ID is 421 in my case....kindly let me know how do I specify the sap client because it's a dropdown with specific values as of now. Thanks Ravi AswaniStaff rules
Hi! Do you people know what are the default staff rules when a new booking is created? We have two staff members in my team (me as the admin, and my employee). As we share the same services, I'm wondering how Zoho will pick the staff for new apointments.Adding branded signature to tickets reply
Hi, i am unable to figure out how to add signatures with logo to tickets reply. please advice .Zoho Marketing Automation 2.0 - Landing Page function not working
Dear Zoho Team, I am working on implementing Zoho Marketing Automation 2.0, and am now looking into the section "Lead Generation". If I open the "Landing Pages" section, I immediately get an Error code: Error: internal error occurred. Can you help meZoho Mail Android app update: Manage folders
Hello everyone! In the latest version(v2.9) of the Zoho Mail Android app update, we have brought in support for an option to manage folders. You can now create, edit, and delete folders from within the mobile app. You can also manage folders for the POPHow to share ticket numbers across different ticket types
I'm running an event and have three different ticket types. Add on Event + Main Event - Early bird Main Event only - Early bird Add on Event only - Early bird And Standard class - shown but not available until early bird finishes Add on Event + Main EventAdding Social Media Buttons to Basic Campaigns
Hi, I'm quote new to using Zoho Campaigns and I can't work out how to add Social Media Buttons into my basic campaign? In MailChimp there's a button that brings the icons into your campaign for you. I've tried adding the social media icons as 'buttons' in Zoho but it's not looking great. Can anyone help? Thanks!Hide Inactive Social Sign-In Providers from Login Screen
Hello Zoho Team, We hope you are doing well. Currently, Zoho One allows admins to configure security policies and enable or disable Social Sign-In options for third-party providers such as Apple, Google, Microsoft, LinkedIn, Yahoo, Twitter, Facebook,[Free Webinar] AI Agents in Zoho Creator - Creator Tech Connect
Hello Everyone! We welcome you all to the upcoming free webinar on the Creator Tech Connect Series. The Creator Tech Connect series is a free monthly webinar that runs for around 45 minutes. It comprises technical sessions in which we delve deep intoDownload All Attached Files
It would be extremely useful to have "download-all" functionality for downloading files attached to a task, subtask, comment, forum post or hosted in the "Documents" section etc. We've instructed our users to zip multiple files prior to uploading, but of course they forget all the time. Having to download lots of files one-at-a-time off a comment or task wastes a lot of time.unable to send message reason 554 5.1.8 Email outgoing blocked
unable to send message reason 554 5.1.8 Email outgoing blockedShip via Carrier Not Working Since Commerce Update
Since the recent update to the Commerce platform, I can no longer use the ship via carrier function. It will take me to the address screen and let me verify them but when I go to save and move tot he next screen it will not do anything. This is happeningautomations: Can I execute a step on a specific date?
I have created a form in Zoho forms, and created a contacts list. I have also begun setting up an automation with the intention of sending the form to the contact list on a specific date every month (via email) for the entire year (essentially sendingZoho Expense - The ability to add detail to a Trip during booking
As an admin, I would like the ability to add more detail to the approved Trips. At present a requestor can add flights, accommodation details and suggest their preferences. It would be great if the exact details of the trip could be added either by theAdding Folders in Android App
Is it possible to create a new email folder within the Zoho Mail Android app? Or can this only be done from the desktop version of Zoho Mail? Cheers!Schedule Exports for Regular Project Updates
Tracking project data often means exporting data at regular intervals. Instead of manually exporting data every time, users can schedule exports for Phases, Tasks, and Tasks in Zoho Projects. These exports can be set to run once, daily, weekly, or monthlyQuestion about custom fields using Pivot Tables.
I have created a pivot table showing annual revenue of a client and how much payment that client is paying my company. Is there a way using pivot table to add an additional field that subtracts those to fields / shows me a percentage of that difference?Request for Light/Dark Mode
Would love the ability to switch between Light and Dark mode similar to Zoho CRM. https://help.zoho.com/portal/en/community/topic/introducing-dark-mode-light-mode-a-new-look-for-your-crmJourney Email - Ignored Contacts
I have a journey setup which simply sends a string of emails over time. For some reason I am getting large amounts of the contacts who enter the first email being ignored and I can't find anywhere in reports or audit logs why these contacts are notInvolved account types are not applicable when create journals
{ "journal_date": "2016-01-31", "reference_number": "20160131", "notes": "SimplePay Payroll", "line_items": [{ "account_id": "538624000000035003", "description": "Net Pay", "amount": 26690.09, "debit_or_credit": "credit" }, { "account_id": "538624000000000403", "description": "Gross", "amount": 32000, "debit_or_credit": "debit" }, { "account_id": "538624000000000427", "description": "CPP", "amount": 1295.64, "debit_or_credit": "debit" }, { "account_id": "538624000000000376", "description":Next Page