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






                            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

                                                                                                              • Automate onboarding emails with CRM Workflow and Accounts module

                                                                                                                We’re a B2B SaaS company selling to public-sector organisations. Each organisation is stored as an Account in Zoho CRM, and each organisation typically has multiple associated Contacts. Our backend syncs product-usage data (setup status, user activity,
                                                                                                              • Using a CRM Client Script Button to create a Books Invoice

                                                                                                                Hello, I need help handling error messages returned to my client script from a function. The scenario I have setup a client script button which is available from each Deal. This CS executes a crm function, which in turn creates an invoice based on the
                                                                                                              • Important update: Enhanced security measures for account operations in Zoho Cliq

                                                                                                                Greetings from the Zoho Cliq team! We’d like to share an important security update that has an influence on some admin actions such as password reset, MFA reset, and MFA backup code generation. What’s changing? With our latest security enhancements, these
                                                                                                              • Sales Receipts Duplicating when I run reports why and how do we rectify this and any other report if this happens

                                                                                                                find attached extract of my report
                                                                                                              • No Functional Autosave or Manual Save Button

                                                                                                                Application : Zoho Notebook So I wanted to try Zoho Notebook(On Ubuntu) as an application, I installed the application and went solving my LeetCode problems visually(Drawing mode), at one point the app just stopped saving anything... Every time I tried
                                                                                                              • Enterprise subscription support

                                                                                                                My organization sells subscription services to enterprise customers, which is a different model from the consumer subscription model that Zoho Billing has been designed to support and I beleve this capability should be added. An enterprise subscription
                                                                                                              • Issue with Creator's IF logic

                                                                                                                Hi, I found the following code produces unexpected results: if(-1.0 < 0.0000000) {       info "True"; } else {       info "False"; } if(-1.0 < 0.000000) {       info "True"; } else {       info "False"; } The output returned is: False True However, the
                                                                                                              • Need option to send Package PDF in shipment email (Shipment PDF is missing Lot info)

                                                                                                                Is there any way to automatically attach the Package PDF instead of (or alongside) the Shipment PDF in the notification emails? We really need this feature because the default Shipment PDF creates a blind spot for our customers. It does not display Batch/Lot
                                                                                                              • zoho creator view is not present in the workspace and blank reports

                                                                                                                Hi Support,  Users who have "write" permissions keep getting this error for all of our embedded reports all of a sudden. See screen shot below: Meanwhile, my developer permissions account sees a blank screen in view and edit mode as shown in the screenshots
                                                                                                              • Customize portal email template

                                                                                                                Can i fetch only first name of the user in portal email template instead of the below code Hi ${User.FULL_NAME}
                                                                                                              • Can't we let users decide which options they'd like to add at embed widget?

                                                                                                                It seems embed widget DOES NOT offer a feature, where users can choose options upon subscribing plans. What Zoho has instead, is that admins have to manually create plan with options. How come no one in Zoho dev team never raised issue about usability
                                                                                                              • Reupload and rename from one field to another field (file upload)

                                                                                                                Hi Everyone, Sorry, i have question to use invoke url for rename and reupload attachments file to another field. Tested on development mode. Zoho C6. Refer to https://www.zoho.com/creator/help/api/v2/upload-file.html look my error notification. Does anyone
                                                                                                              • Printing Multi-Page Reports (PDF Export)

                                                                                                                Hi, I am moving a report from Google's Looker Studio to Zoho Analytics and trying to reproduce the Looker page by page dashboard editing experience. With Google, what you see is what you get when you print to PDF. But I can't seem to create the same experience
                                                                                                              • Resume Harvester: New Enhancements for Faster Sourcing

                                                                                                                We’re excited to share a set of enhancements to Resume Harvester that make sourcing faster and more flexible. These updates help you cut down on repetitive steps, manage auto searches more efficiently, and review candidate profiles with ease. Why we built
                                                                                                              • I NEED TO NUMBER TO TEXT NO HERE

                                                                                                                =NUMBERTEXT NEEED
                                                                                                              • Error: View is not present in the workspace

                                                                                                                When saving a dashboard, user receives a popup with the following error. "View is not present in the workspace" What does this mean or refer to? There is no further insight given.
                                                                                                              • Dear Zoho CEO: Business Growth is about how you prioritise!

                                                                                                                All of us in business know that when you get your priorities right, your business grows. Zoho CRM and Zoho Books are excellent products, but sadly, Zoho Inventory continues to lag behind. Just this morning, I received yet another one-sided email about
                                                                                                              • Is there any way to send an Excel received by email to Dataprep?

                                                                                                                Every day I receive an email alert with an Excel file that I want to process through a Dataprep pipeline. To do this, I need to: -Save the file to disk -Open the pipeline -Run the pipeline -Update the source -Several clicks to select and open the saved
                                                                                                              • Bin Locations

                                                                                                                Dear all, I am wondering if someone has the ability to develop the bin locations option for zoho inventory (integrated with zoho books) Regards, Ryan
                                                                                                              • Create and populate a record in an instant: Introducing zero-shot field prompting to Zia's ICR

                                                                                                                A couple of months ago, we upgraded our in-house AI image detection and validation tool, Zia Vision, with intelligent character recognition (ICR). By training Zia with sample images, you could create and enrich CRM records with data extracted from standard
                                                                                                              • How to Prevent Users From Skipping LMS Videos in Zoho People

                                                                                                                How to Prevent Users From Skipping LMS Videos in Zoho People Hello Zoho Developers, In this blog, we will quickly look at how you can stop users from skipping or fast-forwarding videos in Zoho People LMS. Zoho People provides a feature called Disable
                                                                                                              • [Integration Edition] Deluge Learning Series – Custom API with Deluge | November 2025

                                                                                                                We’re excited to conclude this four-month Integration Edition of the Deluge Learning Series: Session 1 – Integrating Zoho Apps with Deluge Using Built-In Integration Tasks Session 2 – Integrating Zoho Apps with Deluge Using invokeURL and invokeAPI Session
                                                                                                              • Automate Backups

                                                                                                                This is a feature request. Consider adding an auto backup feature. Where when you turn it on, it will auto backup on the 15-day schedule. For additional consideration, allow for the export of module data via API calls. Thank you for your consideration.
                                                                                                              • Tips for Organizing Workflows and Improving Team Coordination in Zoho

                                                                                                                Hi everyone, I’m looking for some general advice on how different teams are organizing their daily work within Zoho’s apps. Our team recently expanded, and we’re trying to streamline how tasks, discussions, and documents are shared so everything stays
                                                                                                              • Pre-fill webforms in Recruit

                                                                                                                I don't want to use the career site portal (as I have my own already), but I would like to direct users to the application forms for each role, from my website job pages. Is there a way to pre-fill fields in Recruit application forms, so that I only have
                                                                                                              • Prevent user from viewing all records?

                                                                                                                I have a report that is meant to be used by vendors to view only the records that are assigned to them. All the vendor information is stored in a separate application, so I need to call a function to get the current user's ID (not the zoho user ID). The report settings criteria doesn't support using function calls, so instead I'm embedding the report in an html page like this: if (thisapp.Global.CurrentUserIs("Vendor")) {       personID = common.getLoggedInPersonID();       query = "Assigned_Vendor.ID="
                                                                                                              • Zoho Site pages not displaying in iframes

                                                                                                                I simply want to show a Zoho Site page inside an iframe on another non Zoho website. When testing this across many browsers, the iframe content simply does not appear. IE reports that the host does not allow their content to be displayed in iframes. Very disappointing. Is there a way around this please? Here is the URL of the page I would like to appear in an iframe. http://ips-properties-to-rent.zohosites.com
                                                                                                              • Zoho Inventory as connector in Zoho Creator

                                                                                                                Hello, It doesn't appear that Zoho Inventory is one of the many built in connectors in Zoho Creator? I see that there are non-Zoho inventory applications that have built in connectors such as Cin7, which leads me to believe that I'm missing something
                                                                                                              • Send Zoho Forms Link using Zoho CRM Email Templates

                                                                                                                I have set up Zoho Forms and CRM integration to pre-populate data from Zoho CRM to Zoho Forms. The setup is working fine. I have also created an email template in the Zoho CRM deals module to send Zoho forms links. So when I send an email using that template
                                                                                                              • My go to On Load Client Script - Fast, efficient, and works for ALL profiles; Hides everything except initial fields

                                                                                                                This is my on Load client script that I use for Create pages. I use a modified version for Edit and Display pages which you can create yourself using the same basic structure that I will give you below. First up, the script. Below that will be an explanation
                                                                                                              • CRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive

                                                                                                                Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage files
                                                                                                              • Zoho Books Finance Modules Not Accessible in Zoho CRM Mobile App

                                                                                                                We have integrated Zoho CRM with Zoho Books using the Zoho Finance Suite integration. In the CRM web version, we can see the Finance modules (Estimates/Quotes, Invoices, Sales Orders, Items, Payments) and are able to create invoices and quotes directly
                                                                                                              • Custom Search using HTM+CSS Snippet

                                                                                                                Suppose I wanted to create my own list view using HTML and CSS snippets inside a Page with a custom search input at the top of the list (not the Search snippet). Without Javascript, is there a way to retrieve a user's entry from that search input and
                                                                                                              • Mass Update of Lookup Fields not possible

                                                                                                                Hello List I've created a custom field for Leads and Contacts 'Current Campaign'. This is very Handy as I can filter leads and then related them to a campaign. Everything ready, but then I realized that mass update doesn't work for lookup fields... a
                                                                                                              • Zoho CRM Kiosk Upload Files

                                                                                                                Hello all, We are trying out Kiosks at the moment to see where it can fit best in our business. We are still a bit off in the application but lets say we will sort this out. My question is the following - when I create a Kiosk I can add "File Upload"
                                                                                                              • Double opt-in notifications and customizable confirmation messages for your webforms

                                                                                                                Dear CRM Community, We are excited to announce a major upgrade to our Webforms feature. You can now customize the confirmation message shown to your users who double opt-in from your webform and also customize your confirmation emails when they submit
                                                                                                              • Has Anyone successfully integrated Zoho and Sage Intact?

                                                                                                                Hey all, We’re evaluating Zoho One + Sage Intacct and I’m trying to connect with anyone who has actually implemented the two together.Specifically, I’d love to know: -- Which functions you kept in Zoho vs. Intacct (e.g., Product Catalog, AR/AP, invoicing,
                                                                                                              • Introducing Image Upload Field

                                                                                                                Hello everyone, In this post we will discuss about the benefits and usage of the Image upload field. The field is available for standard and custom modules.  Usage: This field can be used to upload a gallery of images to a record and share the record with peers or customers. The record can be made accessible to users outside of Zoho CRM via Portals, where they can upload the necessary images. Preview, editing, and deleting images: The uploaded images can be directly edited and saved from the record
                                                                                                              • Trigger a Workflow Function if an Attachment (Related List) has been added

                                                                                                                Hello, I have a Case Module with a related list which is Attachment. I want to trigger a workflow if I added an attachment. I've seen some topics about this in zoho community that was posted few months ago and based on the answers, there is no trigger
                                                                                                              • Free webinar alert on November 19 - Email driven strategies - Master personality based styles

                                                                                                                Hello Zoho Community! Want to make email management easier, smarter, and more you? We’ve got just the session for you! Join our interactive, game-based webinar to discover how Zoho Mail adapts to your personality and work style. Learn practical hacks,
                                                                                                              • Next Page