Sector Spotlight - October 2023: Newsletter on the Industry-based ZUGs

Sector Spotlight - October 2023: Newsletter on the Industry-based ZUGs

Hello, folks!

 

At the heart of the Zoho Community, we're dedicated to making your Zoho applications work their best for you. To achieve this, we've introduced something special—industry-based groups, also known as Zoho User Groups or ZUGs. These groups open doors to connect with experts and peers in your field through our monthly virtual meetups.

 

So far, we've ventured into eight different industries, and I'd like to share some highlights from four of these groups that met in October:

 

Tourism ZUG:

 

We gathered with our Tourism ZUG on October 17th. Our discussion revolved around setting up Zoho CRM for your travel and tourism business, starting with customizing modules and fields. And to ensure you're on top of your website visitors, we explored the integration between Zoho CRM and Zoho SalesIQ.

 

Not only that, we guided our users through setting up automated workflows in your CRM to generate quotes, itineraries, and invoices. We also covered managing trips directly within your CRM. We briefly touched upon Zoho Checkout to handle your payments as well.

 

Though we have an agenda for these meetups, what sets these community gatherings apart is our flexibility; we let our users steer the discussion, creating a truly conversational experience.

 

Law Firms ZUG:

 

The Law Firms ZUG had its inaugural meeting on October 24th. This gathering proved to be one of the most engaging meetups we've had in a while, and, of course, it's no surprise considering they're lawyers!

 

We discussed various aspects of a legal firm's workflows, including customizing Zoho CRM, setting up custom reminder emails, scheduling appointments, sharing confidential documents, e-signatures, and much more. The products discussed included Zoho CRM, Sign, Bookings, Workdrive, Projects, and Voice.

 

We delved deeper into the intricacies of workflows in the legal sector, understanding how data flows between multiple applications, thanks to the suggestions from our users. We want to thank Troy, Antoinette, Molly, and our partner Jason for their valuable input.

 

Education ZUG:

 

During our Education ZUG meetup on October 26th, we simplified the agenda to focus on the core aspects. Our discussion revolved around the holistic management of educational institutions using Zoho CRM. This encompassed lead management, student and teacher records, and course administration.

 

We also explored the practicalities of handling student assignments with the Zoho Workdrive extension. Furthermore, we delved into the creation of student portals for progress tracking and the streamlined process of issuing course certifications directly from CRM.

 

Small Business ZUG:

 

On October 27th, our Small Business ZUG meetup delved into email marketing and the effective ways to implement it using Zoho Campaigns. We explored the integration between Zoho CRM and Zoho Campaigns to ensure you stay connected with your leads. Additionally, we discussed the process of syncing your leads and contacts within your Campaigns, along with the associated nuances.

 

We went deeper into workflows and drip email campaigns, revealing the art of task automation for enhanced customer outreach. We also shared insights and best practices for email marketing, covering topics such as campaign timing, diverse content styles, content optimization for increased appeal, and more.

 

During our meetup, we were inundated with questions—an issue we'd welcome frequently!

 

Upcoming meetups:

 

We have a few more meetups down the line for November. Take a look at them here, and if they interest you, register to save yourself a virtual spot!

 

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 enough interest, we will gladly organize meetups for additional sectors.


    Access your files securely from anywhere

        All-in-one knowledge management and training platform for your employees and customers.






                              Zoho Developer Community




                                                    • Desk Community Learning Series


                                                    • Digest


                                                    • Functions


                                                    • Meetups


                                                    • Kbase


                                                    • Resources


                                                    • Glossary


                                                    • Desk Marketplace


                                                    • MVP Corner


                                                    • Word of the Day


                                                    • Ask the Experts



                                                              • 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



                                                                    Zoho TeamInbox 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

                                                                                                                • Zoho Sign Not Delivering

                                                                                                                  I have sent several contracts out via Zoho Sign.   They do not seem to be getting delivered.  I had one person receive it, but the others have not.   I had one person tell me they sent it back to me and never got it and doesn't show as signed.  I've sent
                                                                                                                • Update latitude & longitude address field API

                                                                                                                  How do I update the coordinates of an address field from a widget? I can't modify the latitude and longitude of the address field. I think the problem is how I'm writing formdata variable. zoho_init.then(function (data) { var queryParams = ZOHO.CREATOR.UTIL.getQueryParams();
                                                                                                                • Bank Feeds Breaking Constantly

                                                                                                                  Hey Everyone, I have already reached out to support about this issue but I am wondering if anyone else is having the same issue. My bank feeds keep breaking within days of me fixing them by updating the credentials. Its been happening for a while and
                                                                                                                • Automatic Matching from Bank Statements / Feeds

                                                                                                                  Is it possible to have transactions from a feed or bank statement automatically match when certain criteria are met? My use case, which is pretty broadly applicable, is e-commerce transactions for merchant services accounts (clearing accounts). In these
                                                                                                                • On Edit Validation Blueprint

                                                                                                                  Hello, I have a notes field and a signature field. When the Approve button is clicked, the Signature field will appear and must be filled in. When the Reject button is clicked, the Notes field will appear and must be filled in. Question: Blueprint will
                                                                                                                • Zoho Payroll's USA and KSA editions are available in Zoho One!

                                                                                                                  Greetings! We’re excited to share that Zoho Payroll, currently available only in India and the UAE, is now introducing the KSA (Kingdom of Saudi Arabia) edition and the USA (United States of America) edition, and these editions are now available in Zoho
                                                                                                                • Outlook/Hotmail Blocking Zoho SMTP IPs (S3150)

                                                                                                                  We are currently facing a serious deliverability issue with Zoho SMTP while sending transactional OTP emails for our production application. Emails sent to Outlook / Hotmail addresses are being rejected with the following error: 550 - 5.7.1 Unfortunately,
                                                                                                                • Tip #63- Exploring Technician Console: Elevate to Admin Mode (Windows & Mac)- 'Insider Insights'

                                                                                                                  Hello Zoho Assist Community! Ever been in a remote support session where you couldn’t complete a task because you didn’t have admin privileges? Maybe installing software, accessing secure system areas, or rebooting into Safe Mode just didn’t work because
                                                                                                                • Prevent accidental duplicate entry of Customer Ordersome

                                                                                                                  Zoho Support has confirmed that Zoho currently does not have any method (using Deluge, flow or any other method) to alert a user when a sales order has been entered twice using the same customer reference number (i.e. a duplicate). Most ERP platforms
                                                                                                                • Zoho Mail - Email Reminder template (default)

                                                                                                                  Zoho Mail Users, Does anybody here use the email reminder template? I'm asking Zoho to allow and add us to select which one of our many templates will be our default. It allows us to operate more efficiently. It's a Checkbox. If you feel this can benefit
                                                                                                                • Windows Desktop App - request to add minimization/startup options

                                                                                                                  Support Team, Can you submit the following request to your development team? Here is what would be optimal in my opinion from UX perspective: 1) In the "Application Menu", add a menu item to Exit the app, as well as an alt-key shortcut for these menus
                                                                                                                • Zoho CRM Quotes – Subform and PDF/Writer Limitations

                                                                                                                  Hello, I am encountering the following limitations in Zoho CRM Quotes: Custom product images cannot be uploaded in the subform – the image upload field cannot be added; only the file upload field is available. File upload placeholders cannot be used in
                                                                                                                • Canva Integration

                                                                                                                  Hello! As many marketing departments are streamlining their teams, many have begun utilizing Canva for all design mockups and approvals prior to its integration into Marketing automation software. While Zoho Social has this integration already accomplished,
                                                                                                                • Announcement integration between Zoho People and Zoho Connect

                                                                                                                  As we're using these 2 products, there're areas of overlapping especially in the Announcement. When there's a new announcement in Zoho People, can it push to the company wall in Zoho Connect?
                                                                                                                • Does Zoho Mail Have Popout windows?

                                                                                                                  I recently switched my work email over to Zoho and everything I read said that you can popout the draft email as you're writing, however, all the pictures or info I've seen show the typical popout arrow in the top right, which I can not for the life of
                                                                                                                • Can I reorder how the staff are displayed on the booking page?

                                                                                                                  As the title suggests, can I change this? Either reorder manually reoreded to my preference, or automatically (a-z, z-a etc.)
                                                                                                                • FSM integration with Books

                                                                                                                  Hi, I have spent a few months working with FSM and have come across a critical gap in the functionality, which I find almost shocking....either that, or I am an idiot. The lack of bi-directional sync between Books and FSM on Sales Orders/ Work Orders
                                                                                                                • Bulk upload image option in Zoho Commerce

                                                                                                                  I dont know if I am not looking into it properly but is there no option to bulk upload images along with the products? Like after you upload the products, I will have to upload images one by one again? Can someone help me out here? And what should I enter
                                                                                                                • Enhancement to ICR’s field prompting: Preferred data extraction using advanced field prompting

                                                                                                                  Dear Customers, We hope you’re well A quick background Intelligent Character Recognition (ICR) comes as part of Zia’s optical recognition capability called Zia Vision. When we introduced it last April, the data extraction was training-based and was applicable
                                                                                                                • Filter Records in CRM API

                                                                                                                  Hi Team, I’m currently working on a task to retrieve expired deals from the CRM. By “expired deals,” I mean deals where the closing date has already passed and the stage is not “Closed Won” or “Closed Lost” (i.e., all other stages). I tried using both
                                                                                                                • Subheaders for Sections in forms

                                                                                                                  Currently, every form section has a field name, which one can choose to show/hide to the end user. It would be great if there was an option to show a SUB-HEADER in addition to a header. It would be useful for explaining to the end user what the section
                                                                                                                • Custom view inconsistencies

                                                                                                                  Why is "is not" missing from criteria, along with other comparison operators ??? It makes it almost impossible to build required custom views, I don't want "void" invoices listed & why on earth would "Void" invoices be showing when the criteria includes
                                                                                                                • CRM x WorkDrive: We're rolling out the WorkDrive-powered file storage experience for existing users

                                                                                                                  Release plan: Gradual rollout to customers without file storage add-ons, in this order: 1. Standalone CRM 2. CRM Plus and Zoho One DCs: All | Editions: All Available now for: - Standalone CRM accounts in Free and Standard editions without file storage
                                                                                                                • Promote a layout to standard so I can delete one layout

                                                                                                                  Similar to this and many other topics: https://help.zoho.com/portal/en/community/topic/set-layout-as-standard The problem, every model has a standard layout, which is what we use most of the time... But as the business grows and evolves we may have to
                                                                                                                • Adding VENDOR SKU to PURCHASE ORDERS

                                                                                                                  how can we add the Vendor SKU when issuing a Purchase Order , so the PO shows the Supplier SKU and our own Internal SKU , which is what we want to receive into the system .
                                                                                                                • Can Zia summarize fields?

                                                                                                                  A great use case of AI for me would be summarizing company descriptions. We often get long winded descriptions from databases or scraping websites, then reduce them to a couple of sentences stating what a company actually does. Is there any way within
                                                                                                                • Zoho Recruit Community Meet-up - India (Venues Finalised)

                                                                                                                  Zoho Recruit Community Meet-up - India (Venues Finalised) Namaste, India. 🙏🏼 The Zoho Recruit team is hitting the road—and we're absolutely excited behind the scenes. Join us for the Zoho Recruit India Meet-up 2026, a morning designed to make your recruiting
                                                                                                                • Increase Round Robin Scheduler Frequency in Zoho Desk

                                                                                                                  Dear Zoho Desk Team, We hope this message finds you well. We would like to request an enhancement to the Round Robin Scheduler in Zoho Desk to better address ticket assignment efficiency. Current Behavior At present, the Round Robin Scheduler operates
                                                                                                                • [Webinar] Solving business challenges: Secure, real-time, and external collaboration

                                                                                                                  Hi Zoho Writer users, We are excited to announce Zoho Writer's webinar for March 2026: Solving business challenges: Secure, real-time, and external collaboration. Zoho Writer supports real-time collaboration by allowing teams to work together in documents.
                                                                                                                • Table dimensions

                                                                                                                  I try changing the dimensions of the table on my computer but it doesn't change. Do I have to be a premium member or does it only work on the app?
                                                                                                                • Zoho CRM Community Digest - January 2026 | Part 2

                                                                                                                  Hello Everyone! Here’s the second part of January’s Zoho CRM Community Digest, rounding up the remaining highlights from the month. From newly rolled out updates to thoughtful implementation questions and practical solutions, the community once again
                                                                                                                • 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,
                                                                                                                • Introducing WhatsApp integration and quick editing capabilities in Zoho Sign

                                                                                                                  Hi there, Zoho Sign already helps users collect signatures via email and SMS, and we're happy to announce that you can now send documents and authenticate recipients right through WhatsApp. Some of the key benefits include: Communication with recipients
                                                                                                                • Dynamic Field Folders in OneDrive

                                                                                                                  Hi, With the 2 options today we have either a Dynamic Parent Folder and lots of attachments all in that one folder with only the ability to set the file name (Which is also not incremented so if I upload 5 photos to one field they are all named the same
                                                                                                                • Logging Out of FSM

                                                                                                                  I have tried to log out of FSM app of the last person and it will not let me do so. I need to log in to my account.
                                                                                                                • Manage Every Customer Conversation from Every Channel inside Zoho SalesIQ

                                                                                                                  Your customers message you from everywhere. But are you really able to track, manage, and follow through on every conversation, without missing anything? With interactions coming in from websites, mobile apps, and messaging platforms like WhatsApp and
                                                                                                                • Super Admin Logging in as another User

                                                                                                                  How can a Super Admin login as another user. For example, I have a sales rep that is having issues with their Accounts and I want to view their Zoho Account with out having to do a GTM and sharing screens. Moderation Update (8th Aug 2025): We are working
                                                                                                                • Enhancement in Zoho CRM: Control who gets to participate in a forecast by customizing the user hierarchy

                                                                                                                  Include only users from the sales function; exclude the rest Dear Customers, We hope you're well! We started this year with a series of exciting enhancements to Zoho CRM and to this list, we are thrilled to add an enhancement to forecasting. Let's talk
                                                                                                                • Multiple Zoho One accounts

                                                                                                                  Hello. I'm searching for a solution to run multiple organizations under 1 Zoho One account or have a different Zoho One account for each organization and still be able to easily login to each. Currently Zoho One doesn't allow the same email address to
                                                                                                                • Tips and tricks #63: Hold and Drag to select elements in the Show app for iOS

                                                                                                                  Hello everyone! Welcome to another tips and tricks article. In today's article, we will learn about the Hold and Drag function in the Show app for iOS. The Hold and Drag option lets you select multiple elements on a slide quickly. Once they are selected,
                                                                                                                • Next Page