Sector Spotlight July 2023: Connect, Learn, and Thrive!

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.
 
REGISTER NOW
 

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.

REGISTER NOW
 

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.
 
REGISTER NOW
 

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.
 
REGISTER NOW
 

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 Developer Community



                                Bootcamp
                                Community
                                Pricing
                                Webinars
                                What's New
                                Integrations
                                Contact Support
                                Contact Sales
                                  Zoho Survey Resources
                                    Features
                                    Survey Templates
                                    Integrations
                                    Community
                                    iOS Mobile Surveys
                                    Pricing
                                    Android Mobile Surveys
                                    Insurvey Blogs
                                    Insight Blogs
                                    Tips & Tricks





                                                Latest Feature Updates

                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                  • Ask the Experts




                                                      Zoho SalesIQ Resources

                                                            • 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 Australia

                                                            • My 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 Mirage

                                                            • My 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 to

                                                            • Update 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 about

                                                            • Eighth 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


                                                            Manage your brands on social media
                                                            Access Zoho Social

                                                              Zoho Pagesense Resources


                                                                  Zoho TeamInbox Resources

                                                                    Zoho DataPrep Resources


                                                                      Zoho CRM Plus Resources

                                                                        Zoho Books Resources


                                                                          Zoho Subscriptions Resources

                                                                            Zoho Projects Resources


                                                                              Zoho Sprints Resources


                                                                                Qntrl Resources


                                                                                  Zoho Creator Resources



                                                                                      Zoho CRM Resources

                                                                                      • CRM Community Learning Series

                                                                                        CRM Community Learning Series


                                                                                      • Kaizen

                                                                                        Kaizen

                                                                                      • Functions

                                                                                        Functions

                                                                                      • Meetups

                                                                                        Meetups

                                                                                      • Kbase

                                                                                        Kbase

                                                                                      • Resources

                                                                                        Resources

                                                                                      • Digest

                                                                                        Digest

                                                                                      • CRM Marketplace

                                                                                        CRM Marketplace

                                                                                      • MVP Corner

                                                                                        MVP Corner









                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now


                                                                                            Zoho Show Resources

                                                                                              Zoho Writer

                                                                                              Get Started. Write Away!

                                                                                              Writer is a powerful online word processor, designed for collaborative work.

                                                                                                Zoho CRM コンテンツ



                                                                                                  Nederlandse Hulpbronnen


                                                                                                      ご検討中の方




                                                                                                              • Recent Topics

                                                                                                              • ShipStation and Zoho Inventory

                                                                                                                Hello, I am looking to sync zoho inventory with shipstation ZOHO INVENTORY           SHIP STATION Sales Order  ==>  create ORDERS INVOICE  <==    Shipments What exactly does BETA mean on the Shipstation connector?  This is required for me to sign-on in the next month. Thanks in advance for your efforts

                                                                                                              • Are there settings for hyperlinks?

                                                                                                                Clicking a hyperlinked cell in Sheet creates this little pop-up with the actual hyperlink inside. Is it possible to have a 1-click link where if you click the cell it opens the link directly with no pop-up?

                                                                                                              • 550 5.4.6 Unusual sending activity detected. Please try after sometime

                                                                                                                Hi, I am receiving this error message when trying to send my emails. The only reason I can think why this is happening is my previous two emails were bounced back to me due to a non working mailbox error. I have followed the online links for unblocking but it says there are no blocks on my account. How and when can I get my email working again to send emails? Thanks,

                                                                                                              • How do I remove a data source from Zoho Analytics?

                                                                                                                I am unable to find a delte option on a datasource that i put in the system as an error. On teh web it refers to a setup icon but I do not see that on my interface?

                                                                                                              • E

                                                                                                                We are trying to add our Zoho Form embed in our Elementor Page Builder. After adding Zoho Forms widget in elementor page builder it’s displaying in backend page builder but it’s giving 403 error while trying to save, as it’s not reflecting in front end.

                                                                                                              • Kaizen #225 - Making Query-based Custom Related Lists Actionable with Lookups and Links

                                                                                                                Hello everyone! Welcome back to another post in the Kaizen series! This week, we will discuss an exciting enhancement in Queries in Zoho CRM. In Kaizen #190, we discussed how Queries bridge gaps where native related lists fall short and power custom related

                                                                                                              • Ability to Edit YouTube Video Title, Description & Thumbnail After Publishing

                                                                                                                Hi Zoho Social Team, How are you? We would like to request an enhancement to Zoho Social that enables users to edit YouTube video details after the video has already been published. Your team confirmed that while Zoho Social currently allows editing the

                                                                                                              • Formatting Problem | Export to Zoho Sheet View

                                                                                                                When I export data to Zoho Sheet View, ID columns are automatically formatted as scientific notation. Reformatting them to text changes the actual ID values. For example, 6557000335603071 becomes 6557000335603070. I have attached screenshots showing this

                                                                                                              • Add Attachment Support to Zoho Flow Mailhook / Email Trigger Module

                                                                                                                Dear Zoho Support Team, We hope you are well. We would like to kindly request a feature enhancement for the Mailhook module in Zoho Flow. Currently, the email trigger in Zoho Flow provides access to the message body, subject, from address, and to address,

                                                                                                              • Connecting Zoho Inventory to ShipStation

                                                                                                                we are looking for someone to help connect via API shipStation with Zoho inventory. Any ideas? Thanks. Uri

                                                                                                              • Clone / Export Popup Design Across PageSense Projects

                                                                                                                Hello Zoho PageSense Team, We hope you’re doing well. We would like to request an enhancement that allows popup designs to be reused across different PageSense projects. Problem Statement: Currently, Zoho PageSense allows popups to be duplicated only

                                                                                                              • custom module import.

                                                                                                                Is there a way to import data into a custom module? Thanks Rudy

                                                                                                              • IF Statement in Zoho CRM Formula Field

                                                                                                                Hi, I am attempting to write a formula field that will give me one result if one statement AND another statement are true, then a different value if the first statement AND a different statement are true, else 0. Stated differently: if account = destination

                                                                                                              • HEIC File Type Viewer

                                                                                                                Hi, It would be nice to be able to click on the images in the All Entries/Reports Tables which are HEIC the same as JPG, PNG, etc. so they open in a viewer from Zoho or the Attachment Service, today HEIC requires you to download each image and open it

                                                                                                              • Building Toppings #4 - Setting up and using connections in Bigin toppings

                                                                                                                When building a topping to extend Bigin's functionality and connect it with third-party applications, creating and handling connections is an important step. Connections provide a secure way for your topping to authenticate and communicate with other

                                                                                                              • Free Webinar: Zoho Sign for Zoho Projects: Automate tasks and approvals with e-signatures

                                                                                                                Hi there! Handling multiple projects at once? Zoho Projects is your solution for automated and streamlined project management, and with the Zoho Sign extension, you can sign, send, and manage digital paperwork directly from your project workspace. Join

                                                                                                              • Need code format to specify default values

                                                                                                                Can someone please direct me to the code syntax or the proper translation per the instructions circled below. These instructions don't seem correct.

                                                                                                              • AI Interview Insights: Turn Recorded Interviews into Quick Transcripts & Summaries

                                                                                                                Evaluating interviews shouldn’t require replaying long recordings or taking manual notes. With AI Interview Insights, you can now review complete transcripts and AI-generated summaries of your One-way (Recorded) interviews right inside Zoho Recruit. This

                                                                                                              • OAuth integration issues

                                                                                                                I'm experiencing persistent OAuth errors when trying to connect Make with Zoho API. I've tried multiple approaches but keep encountering the following issues: First error: 'Invalid Redirect Uri - Redirect URI passed does not match with the one configured'

                                                                                                              • Facing email delivery issues? Verify your domain's DNS records

                                                                                                                Have you ever wondered why your legitimate emails are landing in the recipient’s spam folder? Or been surprised to see emails sent from your registered domain getting rejected by recipient email servers? Why does this happen? In most cases, this happens

                                                                                                              • Adding Markdown text using Zoho Desk API into the Knowledge Base

                                                                                                                Hi Zoho Community members, We currently maintain the documentation of out company in its website. This documentation is written in markdown text format and we would like to add it in Zoho Knowledge Base. Do you know if there is REST API functionality

                                                                                                              • Order of Departments in Help Desk

                                                                                                                In the end user portal, , the departments are sorted by the date of creation of the department (or perhaps their id). Is there a way to choose the display order of the departments or at least to be able to sort them alphabetically?

                                                                                                              • COGS - Account showing negetive

                                                                                                                I have multiple COGS account and in these all there is one account is negetive so suggest why it is showing negetive value.?

                                                                                                              • Create CRM Deal from Books Quote and Auto Update Deal Stage

                                                                                                                I want to set up an automation where, whenever a Quote is created in Zoho Books, a Deal is automatically created in Zoho CRM with the Quote amount, customer details, and some custom fields from Zoho Books. Additionally, when the Sales Order is converted

                                                                                                              • %PaymentLink%

                                                                                                                Does not work. Software creates a BAD link. ....and yes payment options are turned on. Link on the invoice pdf once opened will work but this template is a joke.

                                                                                                              • Google Photos

                                                                                                                I am hoping that my question already has a fix. I current have Google synced accounts that I want to get away from. One in particular on is Google photos. Is there any software, or 3rd parties that I can join to back my photos up straight to specifically designated file in the ZOHO cloud that's tied to Docs? Please advise... Mike 

                                                                                                              • 1stDibs Integration to Zoho Inventory

                                                                                                                Hello is it possible to integrate my Zoho inventory and 1stDibs?

                                                                                                              • Zoho Books Items Categorisation/Grouping/Folder

                                                                                                                Is there a way to do items categorisation? a folder structure? Product Type A - Option 1/2/3 Product Type B - Option 1/2/3 Current problem : I have more than 50 items on the list, its hard for team to navigate.

                                                                                                              • Cash payments before invoice date

                                                                                                                We have been using zoho books for our hospitality business for some time and have been very happy with the system. However in 2025 an update was pushed through and we are now not able to record payments for invoices before the invoice date. the case scenario

                                                                                                              • Copy / Duplicate Workflow

                                                                                                                I have workflows setup that are very similar to each other. We have a monitoring system watching servers, and all notifications - no matter what client it is about - will come from a  noreply@ address which is not very helpful in having it auto assigned to the right account. I have setup a workflow that will change the contact name of the ticket (currently it would say noreply@) to the correct customer which is based on the subject line, as that mentions which server the alert it is about. I need

                                                                                                              • Transfer between two customers (Peters Rental account to Peters Private account)

                                                                                                                we are a Property Management company. Our customers have to accounts (registered as two customers - Peter Rental and Peter Private On the rental account all income and costs fron rental activities are noted. On the private account all private are noted

                                                                                                              • Automation#18: Automatically Fetch Values from Contacts to the Tickets Module

                                                                                                                Hello Everyone, Welcome to this week's edition, where you can seamlessly sync fields from the Contacts to the Tickets module. For efficient business operations, it's crucial to have details mapped across different modules. Zylker Secure offers antivirus

                                                                                                              • Charge multiple invoices

                                                                                                                We use auto-charge/recurring invoicing for 100's of clients. If we create a single manual invoice we can charge it to the credit card for these clients with the CC added to their recurring invoices. If a client has multiple outstanding invoices, is there a way to make one charge for all of the invoices instead of a separate charge to the cc for each invoice?

                                                                                                              • Handling/tracking escalation management in Zoho

                                                                                                                Hi all, I am working on finding a tool to register and track our escalation management process. Specifically, this is about client escalations, typically related to project delivery issues. The idea is that we could have some sort of form with core questions

                                                                                                              • Global Choice List share ownership

                                                                                                                I have created several forms that use one or more Global Choice Lists. These lists have been published to Org. I would like to allow one or more admins to edit the choices in these lists. Any help appreciated. Geoff

                                                                                                              • Setting up property management in Zoho Books

                                                                                                                Hi, I run a property management business that manages property complexes. There are multiple owners, some owning more than one property on the same complex. My role is to manage the fees they pay for maintenance of common areas, such as the swimming pool

                                                                                                              • How to prevent users from switching price lists in an order?

                                                                                                                Hi, I have Zoho Finance integrated with Zoho CRM. My team will be placing orders through the CRM using the Finance module. When creating a new customer I will assign it a price list, I don't want the sales rep to switch to a different Price List, other

                                                                                                              • Zoho Learn and Zoho CRM integration

                                                                                                                I would like to see an integration between Zoho Learn and Zoho CRM. 1. To be able to add articles in a related list in all modules 2. Zia to suggest related articles in a Deal or Case or Lead 3. Ability to read / search articles during a call / follow

                                                                                                              • Mollie Connect in Zoho Books

                                                                                                                Have noticed that Zoho Books is missing the most popular payment provider in Europe: Mollie. Knowing that Mollie has a solid Java SDK, why is this not yet implemented in Zoho Books for European customers?  More info: https://docs.mollie.com/oauth/ov

                                                                                                              • Unable to change Lookup field from Multi Select to Single Select

                                                                                                                I am trying to change a Lookup field in my Zoho Creator form from Multi Select to Single Select, but I am unable to find any option to do this.

                                                                                                              • Next Page