Sector Spotlight July 2023: Connect, Learn, and Thrive!
Hello folks!
You might be aware of the several Zoho User Groups (ZUGs) created in the community as per the industry segmentation. We have currently
eight such interest-based ZUGs
active. In this post, I would like to update the community on the happenings in four out of these eight groups.
Small Business ZUG:
The Small Business Group has met virtually four times so far in 2023 to discuss various aspects of Zoho applications - email marketing, CRM automation, inventory management, and so on. The discussions have always been fueled by insights from group members like LaVerne Cox, Chris Kiadii, Thad Leingang, Nicole Collins, and more.
Recently, the group discussed the Zoho Calendar feature and how it can be difficult for some to sync Zoho Calendar with their native calendars. Taking a cue from this discussion, we decided to talk about Zoho Calendar and Zoho Voice for our next virtual meet-up.
The meetup is scheduled on 20th July and if this topic piques your interest, feel free to join us by registering for the meetup.
Education ZUG:
The benefits of email marketing (Zoho Campaigns) and customizing templated applications to fit the needs of educational institutes (Zoho Creator) were the topics that the Education group had the chance to discuss.
The group is on stand-by as we're excited to bring our next meetup to them. Scheduled on the 25th of July, we'll have folks from Zoho Projects to help us implement project management software in educational settings.
If your calendar allows it, consider joining us for the meetup. We'd love to hear your thoughts and ideas.
Tourism ZUG:
The Tourism Group actively participated in two meetups where they discussed: 1. Customer data management on a CRM and 2. Engaging with prospects and customers via email marketing campaigns.
Thanks to the suggestions from group members Ariel, Donnetta, Basil, Betsy, and more, we put together these meetups for others to benefit from. The next leg of these meetups will begin on the 26th of July with the topic of interest being Zoho SalesIQ.
These free virtual meetups provide an avenue for you to engage with experts from Zoho and interact with peers. If you're from the tourism industry, feel free to join us in our discussion.
Healthcare ZUG:
Earlier this year, the healthcare group met to discuss digital signatures (Zoho Sign) and online appointment booking (Zoho Bookings). The group is set to meet again on the 27th of July, and this time to discuss Zoho Creator.
During our discussion on Zoho Bookings, an intriguing topic emerged. It was regarding the utilization of scheduling software by clinics providing ultrasound scans for pregnant women. We brainstormed some workarounds and engaged in a thorough discussion on the subject.
So, if you are stuck with a hyper-specific requirement that needs a more than just generic software, consider joining us virtually for our next meetup.
How Can You Shape These Meetings?
All these meetups mentioned above took place because the members either had suggestions about these products, had certain doubts related to them, or wanted to learn about the product. If you wish to have a meeting based on your idea, just drop it in the group. We'll be elated to organize a meetup based on it!
Let's Talk!
If you belong to any of these industries and wish to join, please email us at
meetups@zohocorp.com
. If you're interested in an industry not mentioned above, feel free to leave a comment below, and if there is sufficient interest, we will be happy to arrange meetups for additional sectors.
Access your files securely from anywhere
Zoho FSM Video Tutorials
Centralize Knowledge. Transform Learning.
All-in-one knowledge management and training platform for your employees and customers.
New to Zoho Recruit?
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Mohamed Nowman N
Sticky Posts
My Zoho Story #19 - How and IT service provider, CTSP, are streamlining customer support using Zoho
My Zoho Story is a video podcast series where we connect with Zoho users worldwide to hear from them about their experiences with Zoho and how it became an integral part of their everyday business life. Our recent 'My Zoho Story' took us to AustraliaMy Zoho Story #18- How Mirage Visual Limited achieved enhanced customer service experience, using Zoho
My Zoho Story is a video podcast series where we connect with Zoho users worldwide to hear from them about their experiences with Zoho and how it became an integral part of their everyday business life. Our recent interview with Sam Blenkiron from MirageMy Zoho Story #17 - How Superior Trucking Payroll Service scaled their business with Zoho
My Zoho Story is a video podcast series where we connect with Zoho users worldwide to hear from them about their experiences with Zoho and how it became an integral part of their everyday business life. In our recent episode, we had the opportunity toUpdate on the upcoming Zoho User Group meetups - Q1
Hey Zoho Community! How're you all doing? We have an important announcement about the Zoho User Group meetups this quarter - Owing to the looming threat of COVID - 19, we're recalling several of our ZUG meetups that can't be run locally and are pulling back our Zoho teams who have traveled for these events. We have also suspended Zoho meetups run by our local partners and user group leaders as we do not want any of our users to come in harm's way. For those of you who have not seen the email aboutEighth day of Christmas - Zoho Recruit
Check out the story behind our sixth day of Christmas post. The eighth day of the 12 days of Christmas relates to Zoho Recruit "On the eighth day of Christmas my true love sent to me: eight maids a milking, seven swans a swimming, six geese a laying, five golden rings, four calling birds, three french hens, two turtle-doves, and a partridge in a pear tree." The eight maids walking up with portfolios in their hands signifies Zoho Recruit's recruitment solutions built to provide diverse, end-to-end
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Billing Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
Zoho Webinar - Sharing System Audio (NOT AVAILABLE)
Hi, We are having a serious problem with Zoho Webinar. In the webinars we run, we very often share the audio from a video we are streaming directly from YouTube or other applications. Until recently we were using Zoom, but as we use other Zoho applicationsCash Recipt
You can not receive cash more than 10000 from one party in a day and two lakh in a year. In statement you can't differentiate cash or bank receipt. zoho does not support thisNeed to set workflow or journey wait time (time delay) in minutes, not hours
Minimum wait time for both Campaigns workflows and Marketing Automation journeys is one hour. I need one or the other to be set to several minutes (fraction of the hour). I tried to solve this by entering a fraction but the wait time data type is an integerConcern Regarding Stock Validation in Inventory Management
Hi Zoho Team, We would like to highlight a concern regarding stock validation in the inventory system. As per standard inventory management practices, if the stock level is zero, the system should not allow users to create a shipment, packing slip, orChange from OST to PST on Windows 10/11 Using Free Method
There is an advantage in converting OST files to PST format if you need to access your Outlook data on a different computer, want to keep a local copy, or are trying to recover items from an old Outlook profile. The good point is that users of WindowsImportant: Whitelist new proxy outgoing IPs for IN, SA, and UAE data centers
Hello everyone, We're expanding the pool of proxy outgoing IP addresses for our IN, SA, and UAE data centers by introducing new IPs alongside the existing ones. This helps ensure high availability, optimal load distribution, and redundancy for outgoingZoho Flow Custom Function Issue
I have a use case where I will be needing to post data to a wordpress site. Specifically to a custom post type with a bunch of ACF fields. I have setup trigger event correctly for Tookan and can receive data from the webhook. In order to post the dataHow to Open .mbox file in Gmail with Attachments?
Gmail offer users to backup INBOX folder in .mbox file format via Google Takeout Feature. Howver there is no such option to Restore Gmail MBOX. Thus I would like to suggest you to choose an alternate approach i.e. MBOX to Gmail Wizard. This utility will open .mbox file in Gmail with attachments. Steps to open MBOX file in Gmail are; Run MBOX to Gmail Wizard Click Add File and add .mbox file. Enter your Gmail login credentials. Click Convert button. Finished! This is how you can open MBOX file inCustom Validation for On Duty
Hi Team, We would like to have custom validation support for the On Duty form in the Attendance module. We need to apply some restrictions, such as: Limit the number of On Duty requests per month. Restrict On Duty requests on selected days. Allow employeesIntegrating FaceBook Ads into MarketingHub
I would like to track the clicks from a FB Ad campaign into my website via marketinghub. I cannot currently add a MH form directly to my FB page, as I receive an error telling me I need at least 2000 subscribers on FB to be allows to do that (yikes!) What is the best way to set up MH so I can track which FB are converting well? I know I can reach the FB reports directly, but these do not track conversions from the MH forms on my website. Best regards, JoeMigration from GoDaddy to Zohomail
Hi All, I am trying to migrate all the emails from Go Daddy to zohomail account using the migration tool. i tried with imap method, its not working. when i try it with pop method, then only the emails from the go daddy account inbox ( not other folders), is getting transferred, how can i transfer all the folders in the email account from go daddy to zoho. and also the emails which are coming from go daddy are like new unread emails ( is there any where i can differentiate from read and unread emails)How do I migrate from Office 365 to Zoho Mail?
Check out Advik Email Migration Wizard, this software is specially developed to move mailboxes from Office 365 to Zoho Webmail. In addition you can migrate from Gmail, Yahoo, Rediffmail and 80+ webmail servers to ZOHO MAIL. Isn't it amazing? This is an all in one email migration solution. Steps to export emails from Office 365 to Zoho Webmail are as follows; Run Advik Email Migration Tool in your system. Select Office 365 as source and enter its login credentials. Select mailbox folders and chooseHow to Backup Zoho to PST?
I'm looking for a simple way to backup Zoho Mail emails to PST format. I tried the IMAP method with Outlook, but it seems slow and complicated for large mailboxes. I need a solution that can: Export Zoho emails to PST Preserve attachments and folder hierarchyShopify connector – product cost ("Cost per item") not synced, so COGS/gross margin can't be calculated
Hi Zoho Analytics team, I use the native Shopify connector in Zoho Analytics (cloud) to build reporting dashboards for Shopify stores. As far as I can tell, the connector does not sync product cost, so there's no way to calculate Cost of Goods Sold (COGS),Zoho Sprints - Q3 Updates for 2026
Another quarter, another set of productive features. This time our focus was mainly to simplify in-app navigations and control all your work related activities within Zoho Sprints. We delivered 7 major features and 9 enhancements, which include Zoho SprintsThe Social Wall: August 2024
Hi everyone, We're thrilled to bring you the latest updates, features, and improvements to help you get the most out of Zoho Social. Let's see what was new for us at Social in August. Post documents on LinkedIn You can now reach a lot more people andFree PST Password Recovery Tool
Recoveryfix PST Password Recovery is a specialized standalone utility designed to instantly unlock encrypted Microsoft Outlook PST files . It provides an efficient way to recover, reset, or entirely remove passwords when access credentials are lost orCash Flow Statement : Direct Method
I can not see how can I see the cash flow statement using direct method. AS 3 recommends two formats of cash flow statement. The indirect method is there on Zoho but there report in Direct method. How can I see that by Direct method.ZeptoMail is now Zoho CPaaS!
ZeptoMail has a new name and it’s expanding beyond email. With ZeptoMail, our focus was simple : help developers and businesses with reliable transactional emails. At the time, email handled a big part of those customer moments. But transactional communicationButton Display Conditions
Hi Guys, Is it at all possible to have extra button conditions? Context: We have data in our deals module which has a custom button which converts the deal into contacts + set up relationships between them. At the end of the conversion we set a fieldCannot login to Zoho Mail on Mobile App
Hi, I am the super administrator for our company's email account. I just created 4 new email accounts, and my users have downloaded the zoho mail app. However they are unable to login to their email on the app. It kept saying "User does not exist". Please help! Thank you.Zoho Projects - Linking CRM Deals to Projects via API without sending customer contact email invitation to project portal
We are using the Zoho CRM and Zoho Projects APIs to automatically create a project in Zoho Projects and then associate that project with the relevant Deal in Zoho CRM. The API process is working in that the project is created successfully and appearsIn ZOHO Books, it appears that there is a maximum of 200 Shipping addresses.
I am using ZOHO Books and what you call a shipping address, we use as a Service address. I have a couple of customers that have Many Many service addresses, I am starting to get an error saying too many shipping addresses. Additionally, is there a wayNotice to Zoho Community Members: Updated Zoho Community Guidelines
Hello everyone, We have updated the Zoho Community Guidelines to keep the exchanges original, relevant, and meaningful. The major focus of this update is on AI use, and on sharing apps, extensions or other software in the community. This community worksHow to add a fee based on payment method
I currently accept both ACH payments and credit card. I want to add a 3% fee to a number of my subscription plans if the customer chooses to use a credit card (and not ACH/checking). How do I do this? Is there an in-built feature, or would i have to createHow to charge Convenience fee OR payment gateway charges to the end client who is paying the invoice?
Hello, I am creating this topic after having discussions with various sets of users and have understood that with people moving more and more to digital payments, it is important for the client to enable the "Convenience fee" kind of scenario. I haveCan't copy and paste from email in Zoho email client
I don't know what happened, but I have lost the ability to cut and paste information from an email.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,How does Zoho handle the daylight savings time change in Alberta?
Alberta has just made the decision to get rid of daylight savings. This means that as of November 1, 2026 we remain on UTC-6 year-round. We have timing errors in meetings scheduled after that For example, we scheduled meetings in late November at 9:00Shared Mailbox in iOS app
Hi, On the desktop I am using a Shared mailbox for our company's general mailbox that somebody else should be able to view. In the iOS app however I can't find it? Old sources on the internet says this isn't possible but that can't be right? SomebodyIssues with Zoho Insights and email template web links
Is anyone else out there having the same issue we're experiencing? When we send out an email template, Zoho insights is converting the URLs from the URL we insert in to the template in to one of the form https://mailer1.zohoinsights.com/ocgeturl/2d6f.327230a?l=0ed7f050-5b31-11eb-a1a...UCP: Why We Killed the Multi-Portal Mess and Simplified Customer Self-Service
Let's talk about the multi-portal mess nobody wants to admit that it exists. Your customer needs an invoice from one app, wants a ticket update from another, and has a project waiting in a third, each behind its own login, its own UI, its own "was itObject-level edit permissions
Hi, we are currently running into a limitation with permissions inside larger workspaces. Our use case is a central Analytics workspace that contains many tables, Query Tables, reports and dashboards used by different teams. We would like to allow certaininventory removal at packing list or shipment.
currently our system is set to remove inventory at invoice. This is creating an inventory nightmare? Is it possible to change the settings to remove the item from inventory at either the packing slip stage or shipping the item.Item description is not displayed
I added the item description while importing the new item through the bulk item Excel sheet, and the import was completed successfully. However, I cannot see the description in the item details under Inventory. Could anyone please advise how to make theShared inbox unable to see replies
Hi we are a small company me and someone else, we have a shared inbox for our sale@ and contact@ however we have this issue where by if i reply to an email or the other person reply to the email, it does not show it to them and therefore we end up replyingRecord Payment - Auto Populate Amount as payments are selected
When recording payments you have the option of clicking on "Pay in Full" next to the bill which automatically adds the total at the bottom of the page next to "Amount used for payments" but this should also auto populate / update the total at the topCan't set conditional layout rule on lookup field in Zoho CRM
Namaskaram Zoho CRM team, Usually any fields of module except mandatory fields can be hide using conditional layout rules. But that can't be set on lookup fields event that is not a mandatory fields. Many users are in need of that. Crafted with ❤️ Zoho[Request] Pivot filter date option : from set date to relative value ie from 01Jan to LastMonth
I don't think I can currently do this... but it's worth asking if it's possible. My use case is concerning annual leave which is calculated from the beginning of the calendar year (01Jan) then each month I want to have details of leave taken etc... InNeed to be able to apply layout rules to 'Multi Pick List'
Currently, we are unable to apply layout rules to fields that are 'Multi Pick List'. This means we have to instead use checkbox fields, but they are inefficient. For example, we use the Multi Pick List to list our products. However, we're unable to applyNext Page