Europe In-person Zoho User Group Meetup - Q3

Europe In-person Zoho User Group Meetup - Q3

Hello Zoho Community,

We are excited to announce our upcoming Zoho User Group meetup in Europe! This session is designed to help you streamline your business processes using Zoho CRM, with a special focus on enhancing customer interactions and leveraging the latest features. This is followed by an Introduction to Zoho CRM for Everyone.

For newcomers, our Zoho User Group (ZUG) meetups are designed to cultivate a vibrant sense of community. These meetups offer a dynamic platform for exchanging ideas, exploring the diverse capabilities of Zoho solutions, and collaboratively navigating the ever-evolving landscape of business technology.

Meetup Schedule:

DateCountryCityRegistration Link
Oct 10AustriaViennaREGISTER HERE
Oct 14GermanyMunichREGISTER HERE
Oct 16FrankfurtREGISTER HERE
Oct 18BerlinREGISTER HERE
Oct 22NetherlandsUtrechtREGISTER HERE
Oct 24SwedenStockholmREGISTER HERE
Oct 29NorwayOsloREGISTER HERE
Oct 31DenmarkCopenhagenREGISTER HERE
Nov 5SpainValenciaREGISTER HERE
Nov 6BarcelonaREGISTER HERE
Nov 7MadridREGISTER HERE
Nov 8SevilleREGISTER HERE
Nov 12ItalyRomeREGISTER HERE
Nov 14MilanREGISTER HERE
Nov 19FranceLyonREGISTER HERE
Nov 21ParisREGISTER HERE
Nov 26BelgiumBrusselsREGISTER HERE

Here's what to expect:

1. Wizards: Are you finding it challenging to manage the vast amounts of data associated with each customer in Zoho CRM? We'll explore how Wizards can simplify this process, making data entry more efficient and manageable.

2. Kiosk: Learn how to use the Kiosk feature to navigate easily and locate data while handling routine tasks. This session will show you how to optimize your workflow and make everyday processes smoother.

3. CRM for Everyone:

Concept and Introduction: Get an overview of CRM for Everyone (CRM4E) and discover how it can benefit your business, regardless of your industry or size.

Getting Started and Onboarding: We'll guide you through the initial steps to implement CRM for Everyone in your organization.

Why Attend?
  • Gain valuable insights from Zoho experts.
  • Network with fellow Zoho users.
  • Learn best practices for using Zoho CRM
  • Address specific challenges and get your questions answered.
Let us Know! Do you have specific topics you'd like us to cover? Share your suggestions and questions in the comments below.

We look forward to seeing you there!

    • 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 numbers
    • Function #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 just
    • Zoho 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 practical
    • CRM 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

    • Is it possible to adjust the web browser tab title (when a ZoHo Desk ticket is opened)

      Hi All, When I open a ZoHo Desk ticket in a web browser, the tab title (text that appears at the top of the browser tab) uses the logic: *company icon picture* (xxxx) #ticket number - company name See below (highlighted in red) for reference. Company
    • Is Zoho Marketing Plus part of Zoho One?

      Hi, Is the new fancy Zoho Marketing Plus part of the Zoho One package? Is there any benefit in using this rather than the standalone products? Many thanks Jon
    • Is it possible to Bulk Update 'Product Name' in Zoho Desk?

      Is it possible to Bulk Update 'Product Name' in Zoho Desk? I cannot see that option now. Kindly help how we can do it.
    • Trigger action after workflow

      I would like to trigger a deluge function after the approval workflow is complete. Is this possible? The objective is to take the approved document and move it over to Zoho Contracts to send out to our customer for review and signature. The reason we
    • Change visable Subform fields

      I have a form with 4 subforms in it. I added another field to each of the subforms in my main form. Now, how do I update the subforms to show the new fields that I added?
    • Organize and Clone Task Custom Views

      We have rolled out two new enhancements to task custom views: Custom View Groups and Custom View Clone. Custom View Groups Similar to predefined view groups, we have introduced groups for custom views to help organize and categorize them. My Custom Views:
    • Integrate Bunq with ZOHO Bookes

      We are new users of ZOHO Books, and our bank (BUNQ, in the Netherlands) isn't listed on the bank integrations. Is there a way to handle this?
    • Trial Extenstion/ 2nd Go!

      Hi, Recently trialed FSM bit didnt get a chance to try out the most recent features is it possible to get another trial to try the new features and see if I can make it work for me?
    • Whatsapp BOT with CRM

      Hello, how do you use Whatsapp integrations in zoho CRM?
    • Unveiling Cadences: Redefining CRM interactions with automated sequential follow-ups

      Last modified on 01/04/2024: Cadences is now available for all Zoho CRM users in all data centres (DCs). Note that it was previously an early access feature, available only upon request, and was also known as Cadences Studio. As of April 1, 2024, it's
    • Weekly Tips : Take Control of Your Sent Emails using Outbox Delay

      Ever clicked “Send” on an email, then instantly realized you forgot something—like a file, an attachment, or even made a small typo? It happens more often than you'd think. Wouldn’t it be helpful if your email waited a little before actually going out?
    • Format of data after export to spreadsheet

      Dear Zoho, can you explain to me what is the point of a report exporting to XLSX if the format of the amounts that will be created there is in text format and not suitable for anything? Why do I need data in a sheet with which nothing more can be do
    • Mapping a custom preferred date field in the estimate with the native field in the workorder

      Hi Zoho, I created a field in the estimate : "Preferred Date 1", to give the ability to my support agent to add a preferred date while viewing the client's estimate. However, in the conversion mapping (Estimate to Workorder), I'm unable to map my custom
    • Quoting Subscriptions with one Time costs

      Hello all, We sell a subscription SaaS service for which we provide one-time services for implementation and customization. Using CRM quotes i was able to create customized total fields to show the total one-time costs, monthly cost, total subscription
    • Announcing Agentic AI Capabilities in Ask Zia!

      We are delighted to roll out the new agentic AI capabilities in Ask Zia, where every stage of the BI workflow is assisted by AI. With a human-in-the-loop approach, Ask Zia ensures that you’re in command of the decision, while AI handles the complexity.
    • Upcoming Changes to LinkedIn Parsing in Resume Extractor

      Starting 31 July 2025, the Zoho Recruit Resume Extractor will no longer support direct parsing of candidate data from LinkedIn profiles. Why Is This Change Needed? In accordance with LinkedIn’s platform policies, extracting profile data through browser
    • Add the ability to view number of hours planned for a workorder while in the Dispatch Console

      Hi Zoho, When dispatching a work order through the Dispatch Console, there's currently no way to view the number of planned hours for the service tasks associated with that specific work order. Having to click into the details each time to check planned
    • Customer Payment

      Seprate voucher required for cash and bank .You can not authorized any one to enter cash payment .In statement clearly shown is it bank receipt or cash recipt .
    • how to add previous month purchase bill and claim ITC

      Hello we have a unclaimed ITC bill of April (we didn't claim it in may as seller didn't uploaded his gstr1 ) when we trying to file gstr 3b in june month we noticed the bill has been uploaded (april bill) .how to change the filing month of that april
    • Deluge security enhancements

      Hello everyone, At Deluge, security is a top priority, and we're continuously working to enhance the platform's safety and reliability. As part of our ongoing commitment to secure coding and industry best practices, we're rolling out key updates to how
    • Sync desktop folders instantly with WorkDrive TrueSync (Beta)

      Keeping your important files backed up and accessible has never been easier! With WorkDrive desktop app (TrueSync), you can now automatically sync specific desktop folders to WorkDrive Web, ensuring seamless, real-time updates across devices. Important:
    • Outlook 2013 Calendar Syncs but "Related To" Field in Zoho is blank

      Outlook 2013 Calendar Syncs but Related To Field in Zoho is blank I expect the "Realted To" field to be populated with the calendar participants
    • How do I set users up to only send emails using org emails?

      We run marketing campaigns for multiple clients and strictly send emails using the official organization addresses provided by each client. However, we've encountered several instances where users unintentionally send emails from their own company accounts—a
    • Empowered Custom Views: Cross-Module Criteria Now Supported in Zoho CRM

      Hello everyone, We’re excited to introduce cross-module criteria support in custom views! Custom views provide personalized perspectives on your data and that you can save for future use. You can share these views with all users or specific individuals
    • open multiple notes at a time.

      Hey there, New to Notebook and liking it, but one thing that's really a bother is not being able to open more than one note at a time, either in a new window or in a new tab. Often times, I like to copy/paste from one note to another or compare drafts
    • Let’s Talk Recruit: Forms that think before you do!

      Welcome back to our Let's Talk Recruit series. In our previous post, we shared highlights from our community meetups held across India. This time, we’re talking about something that often gets overlooked but makes a huge difference once you set it up
    • Zoho Reports Not Grouping from Subforms

      I have created reports from a subform. We have a budget from a standard field, and the bills added to a subform. I've summarised the bills in a field. In edit mode, the bills are joined per supplier, which is what we want. But then it converts and separates/duplicates
    • PEPPOL Support Needed for Zoho Books in Europe

      I'm reaching out to discuss the urgent need for PEPPOL support in Zoho Books for European users. With Belgium mandating B2B e-invoicing via PEPPOL starting in 2026, many of us are struggling to manage invoices without this integration. While Zoho Books
    • Allow Equity Accounts to be Used for Expenses

      Currently, when entering an Expense or Bill, the Expense Account (account to be debited) allows for accounts in any of these categories to be chosen: COGS Expense Other Current Liability Fixed Asset Other Current Asset Noticeably missing are Equity Accounts.
    • メール一括配信の未送信のメールについて知りたい

      メール一括配信の後の、未送信のメールの数は添付のようにシステムから連絡がくるのですが それらの対象者を知りたい。レポートなど一覧で知りたい。 また配信対象者なのに(担当者、リード)の メールの履歴に配信したメールの件名でさえ表示されないのはどう理解したらよいのか知りたいです。 また、これらの人をレポートで一覧で出す方法を教えてください。把握したいためです。
    • Using email "importance" as workflow-criteria

      I'd like to set up a workflow that triggers if an incoming email has been flagged as "high importance" but I'm not seeing any way to do that. Hopefully I'm just missing something obvious...?
    • How do I add the time zone for the each recipient/subscriber

      Hi, I've read that Zoho allows for emails to be sent at a certain time based on the recipient's time zone. How do I add the time zone for the each recipient/subscriber? Thanks!
    • Zoho Projects - Q2 Updates | 2025

      Hello Users, With this year's second quarter behind us, Zoho Projects is marching towards expanding its usability with a user-centered, more collaborative, customizable, and automated attribute. But before we chart out plans for what’s next, it’s worth
    • low quality videos

      when in puplish videos or reel in social media platforms it pulished in low quality
    • Rich Text For Notes in Zoho CRM

      Hello everyone, As you know, notes are essential for recording information and ensuring smooth communication across your records. With our latest update, you can now use Rich Text formatting to organize and structure your notes more efficiently. By using
    • Find and Merge Duplicates to trigger webhook

      My sales team uses the Find and Merge Duplicates feature often to cleanup records in the CRM. We use webhooks to signal to our internal tools database when new Contacts are created, updated, or deleted, in order to keep our DB in sync with Zoho CRM. However,
    • [Important announcement] Zoho Writer will mandate DKIM configuration for automation users

      Hi all, Effective Dec. 31, 2024, configuring DKIM for From addresses will be mandatory to send emails via Zoho Writer. DKIM configuration allows recipient email servers to identify your emails as valid and not spam. Emails sent from domains without DKIM
    • Marketer’s Space: Using Zoho CRM Data for Dynamic Content and Personalization in Zoho Campaigns

      Hello Marketers! Welcome back to Marketer’s Space. Do you want to send emails or SMS that feel less like mass messages and more like one-on-one conversations? By integrating Zoho CRM with Zoho Campaigns, you can pull in rich customer data and use it to
    • Change start time after starting the timer

      Hello Projects Community, an amazing feature would be to change the start time of a running timer. I know this from some other time tracking softwares. Any idea about this? Best wishes Niels
    • I can't found API for Sales Receipts

      Hello May you please help me to find an API document for Sales Receipts to get data and retrive a custom fields like Invoice and credit notes Regards
    • Next Page