ZUG Virtual CRM Meetups - January and February 2022

ZUG Virtual CRM Meetups - January and February 2022



We'd like to thank you, Zoho Community, for coming together and braving 2021! Here's to a healthy and prosperous 2022!
 
We are excited to kick-start this year by opening registrations for the Virtual ZUG Meetups for January and February 2022. Connect with our Zoho experts at these meetups to discuss Zoho CRM's Subform, Assignment Rules, and Automation.

USA Pacific and Mountain

Topic and Agenda: Subform - Overview of the recent enhancements

City
Date
Time
Registration 
Salt Lake City25 Jan
10:30 AM MST
Register here
Seattle26 Jan
10:30 AM PST
Register here
Portland27 Jan 
10:30 AM PST
Register here
Phoenix1 Feb10:30 AM MST
Register here
Denver
2 Feb10:30 AM MST
Register here
Las Vegas3 Feb10:30 AM PST
Register here
San Diego 8 Feb10:30 AM PST
Register here
Irvine9 Feb10:30 AM PST
Register here
Las Angeles10 Feb10:30 AM PST
Register here
San Jose15 Feb10:30 AM PST
Register here
Pleasanton 17 Feb10:30 AM PST
Register here

Canada 

Topic and Agenda: Subform - Overview of the recent enhancements

City
Date
Time
Registration
Montreal25 Jan
10:30 AM EST
Register here
Toronto 26 Jan
10:30 AM ESTRegister here
Quebec City
27 Jan
10:30 AM ESTRegister here
Vancouver
1 Feb
10:30 AM PSTRegister here
Calgary
2 Feb10:30 AM MSTRegister here

India

Topic and Agenda: Subform - Overview of the recent enhancements

City
Date
Time
Registration
Mumbai27 Jan
10 AM IST
Register here
Chennai
1 Feb
10 AM IST
Register here
Bengaluru 2 Feb
10 AM IST
Register here
New Delhi
3 Feb
10 AM IST
Register here

Australia and New Zealand

Topic and Agenda: Subform - Overview of the recent enhancements

City
Date
Time
Registration 
Christchurch
25 Jan
3 PM NZST
Auckland27 Jan
3 PM NZST Register here
Brisbane1 Feb
10:30 AM AEST
Register here
Sydney 2 Feb10:30 AM AEDTRegister here
Melbourne3 Feb10:30 AM AEDT Register here
Adelaide8 Feb10:30 AM ACDT Register here
Perth10 Feb10:30 AM AWST Register here

USA Central and Midwest

Topic and Agenda: Assignment Rules and Automation - Most frequently asked questions

City
Date
Time
Registration 
Houston25  Jan
10 AM CST
Register here
Austin25  Jan
10 AM CST
Register here
Dallas25  Jan
10 AM CST
Register here
Chicago 
26  Jan
10 AM CST
Register here
Minneapolis26  Jan
10 AM CST
Register here
Kansas City26  Jan
10 AM CST
Register here
St. Louis26  Jan
10 AM CST
Register here
Milwaukee26  Jan
10 AM CST
Register here
Oklahoma City
26  Jan
10 AM CST
Nashville26  Jan
10 AM CST
Register here
Montgomery26  Jan
10 AM CST
Register here
New Orleans26  Jan
10 AM CST
Register here
Detroit
27  Jan
10 AM EST
Cleveland
27  Jan
10 AM EST
Register here
Indianapolis
27  Jan
10 AM EST
Register here
Louisville
27  Jan
10 AM CST

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                                                            • How to reach the official Zoho Support channels and avoid fake ones.

                                                              Dear Customers, Thanks a lot for choosing Zoho! Our applications are built to help achieve your day-to-day business goals. We are committed to engaging with you, to understand and develop solutions that enhance your productivity.  We are happy and ready to help you use our services effectively. Understanding and avoiding fake support Just like using popular bank names and financial applications for phishing purposes, using Zoho and claiming to be providing Zoho Support or services with false numbers

                                                            • Function #35: Close all tasks associated with a lead and create a new task.

                                                              Welcome back everyone! Last week, we learnt how to close all tasks of a deal depending upon the deal stage. This week, let's look at a custom function that lets you close all of the tasks associated with a lead while simultaneously creating a new task, like when you need to halt all progress towards a lead while the lead is not available at the moment but create a reminder task. Business scenario: The success of a company, in one way or another, is determined by the leads it gets. Each lead is just

                                                            • Zoho CRM Webinar - Redesigning Daily User Experiences with Canvas

                                                              <br> Your users across roles use the CRM for day-to-day tasks that are necessary. Whether they perform their tasks on time, the right way, or at all depends on a lot of factors, including User Experience. Many businesses struggle with rigid layouts,

                                                            • Join us at the Canada ZUG Meetup: What’s New in Zoho CRM

                                                              Hello Zoho Community! Start your year with fresh insights into Zoho CRM’s latest updates and tools. Whether you're a CRM beginner or a experienced user, this meetup is crafted to help you optimise your processes and leverage new features. Explore practical

                                                            • CRM Hack #2: Automate sending of birthday greetings to your customers.

                                                                Hello everyone! What sets you apart as a sales person is your ability to add that personal touch to your business relationship with your customers. Sending a gift on a special day, or leaving a note wishing them on their birthdays, are small, yet significant actions that show your customers that you care. And these are actions done without any expectations :) You must be engaging with a lot of customers and it is highly unlikely that they all are your friends on Facebook or some social channel,


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                                                                                                            • Recent Topics

                                                                                                            • Power of Automation::Streamline log hours to work hours upon task completion.

                                                                                                              Hello Everyone, A Custom Function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as to when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. Requirement:-

                                                                                                            • Is CRM On Premise available

                                                                                                              Hi Zoho team, Can you please let me know that CRM Zoho is available for On Premise as well? Thanks, Devashish

                                                                                                            • Last activity time is acting like last modified time

                                                                                                              When i edit the description or any field in the potential, account, contact and lead, the Last Activity Time is being updated like the Modified Time. This is messing all workflows and reports and we are unable to track real last time of activities like

                                                                                                            • CRM : Function to add user name to text field

                                                                                                              I have a lookup field in a module that is linked to the CRM users so we can assign a Project Lead to the customer. Sadly Zoho Marketing Automation doesn't sync Lookup fields so I need to extract information from the lookup to text fields: Lookup field

                                                                                                            • Zoho CRM - Restrict Login based on work hours

                                                                                                              Hi there, I'm wondering if we can restrict users to login during works - For example the users would be able to login from 8am to 5pm. I have seen the IP address restriction - the only downfall is what if the customer has dynamic IP. thanks Jiri

                                                                                                            • Tips and Tricks #46: Customize themes and templates using Show's Master View

                                                                                                              Hi All!  Let's say you want to revamp your presentation and make changes to its visual design. You can do this easily using the Master Slide and its associated layouts. The Master Slide stores information about all the layouts used in the presentation.

                                                                                                            • Currency abbreviations

                                                                                                              Hello, Im stuck, and need help. I need the currency fields for example, opportunity value, or total revenue, to be abbreviated, lets say for 1,000 - 1K, 1,000,000 - 1M, and so on, how should I do this?

                                                                                                            • Sheet View in CRM portal

                                                                                                              Hi, When will it be possible for my CRM portal users to edit/add records with Sheet View? George

                                                                                                            • What's New in Zoho Invoice | July - September 2025

                                                                                                              Hello everyone! We’re back with the latest updates and enhancements we’ve rolled out in Zoho Invoice from July to September 2025. Here’s what’s new this quarter: Introducing the Singapore Edition in Zoho Invoice Share Invoices through WhatsApp GST 2.0

                                                                                                            • Alert: Audio Call Support to be discontinued for Old Live Chat Widget from December 31, 2025

                                                                                                              Action Required: Upgrade to the New SalesIQ Live Chat Widget We're reaching out with an important update regarding the SalesIQ Live Chat Widget that requires your immediate attention. Effective December 31, 2025, audio call functionality will no longer

                                                                                                            • 【開催間近 - 10/17】東京 ユーザー交流会 Vol.3 参加登録 受付中！(参加無料)

                                                                                                              ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 10/17(金)に、東京・新橋で「東京 ユーザー交流会 Vol.3」を開催します！ ZOHOLICSよりも小規模なイベントですので、「リアル開催はちょっと緊張する…」という方も、安心してご参加いただけます✨ 当日は、初公開の事例を2つご紹介予定です！ なお、セッション映像のアーカイブ配信は予定していないため、会場にお越しいただいた方だけが、登壇者へ直接質問したり、リアルな声を聞いたりできる貴重な機会となっています。 ーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーー

                                                                                                            • multiple contacts for one account

                                                                                                              We currently use Zoho CRM where each Account represents a club or organization, and each Contact represents a manager or owner. However, some of our managers own or manage multiple clubs, and Zoho only allows a contact to be linked to one account at a

                                                                                                            • Rich text Merge field - Not using font specified in HTML

                                                                                                              I have a rich text merge field in a writer template which is creating a table. I have chosen to use this method instead of a repeat region because I need to specify specific cell background colours which change every time the document is created. The

                                                                                                            • Can't change form's original name in URL

                                                                                                              Hi all, I have been duplicating + editing forms for jobs regarding the same department to maintain formatting + styling. The issue I've not run into is because I've duplicated it from an existing form, the URL doesn't seem to want to update with the new

                                                                                                            • ヒートマップ詳細設定について

                                                                                                              はじめまして マーケティング担当の浅田です。 PageSenceのヒートマップ設定について質問です。 単一ページ毎の設定は上手くできるのですが 詳細設定にて、トップページのURLを含ませ全体のヒートマップを計測できないか試したところ お知らせ：データを受信していません。と表示されてしまいます。 トップページURLで始まるページの条件も試しております。 全頁を反映させたいと思い、詳細設定を上手く設定できたらと考えております。 どなたか詳しい方がいらっしゃいましたら、教えて頂けませんでしょうか 宜

                                                                                                            • Automatic category assignment

                                                                                                              Hi, I’d like to ask if there is a way to automatically assign an expense category based on the recognized Merchant. What would be the simplest way to set up automatic category assignment? Alternatively, is there an option to first choose the category

                                                                                                            • Need Help to setup plugs along with codeless bot buidler. To send sms OTPs to users via Zoho Voice and to verify it

                                                                                                              Need Help to setup plugs along with codeless bot buidler. To send sms OTPs to users via Zoho Voice and to verify it. I get leads from our website and we need to make sure those are not junk. So we are using proactive chat bot and we need mobile OTPs to

                                                                                                            • Experience with Zoho Vertical Studio

                                                                                                              I'm considering Zoho Vertical and would love to hear from some devs who've been using it. The Zoho ecosystem is pretty solid, so I assume the experience has been pretty good, but sometimes Zoho has its quirks. Overall, has your experience been positive?

                                                                                                            • LinkedIn Chrome Extension

                                                                                                              Hello - I believe it is a known issue that the LinkedIn extension Resume Extractor has stopped working and they are working on potential fixes. Wondering how others users are finding this issue and if there are any better workarounds for this issue? It

                                                                                                            • Advance PDF creation from CRM data

                                                                                                              I'm trying to create a PDF export of data in the CRM. My problem is I want a pretty complicated format for the data. I'm trying to export multiple modules worth of data, with nested one-to-many relationships between the modules. Along with that, I want

                                                                                                            • Where does this report come from in the Zoho One ecosystems?

                                                                                                              Is this directly from MA, Analytics or ??? ???

                                                                                                            • Sub-Form Padding in CSV Export

                                                                                                              Hi, When you use the Sub-Form, and for example you have a Date Field on the Main Page, then Option 1 and Option 2 fields on the Subform, when you export this to CSV the Date column will only have the Date in 1 row, the first row, it would be nice to pad

                                                                                                            • More Formula Functions

                                                                                                              Hi, I would ike for example to be able to have a Date Field and Formula Fields, and then in the Formula Fields I would like to grab just the Month of the above Date Field or the Week Number of the above Date Field. So more "Functions" than the current

                                                                                                            • File upload size limits

                                                                                                              I am designing a contact form in Zoho Creator with File upload facility. I am not sure where and how to set the following properties for the same: Allowed File Types Maximum Size of the Attachment Number of Attachments

                                                                                                            • Composite Services and Account Tracking

                                                                                                              I am looking to garner support/request the ability to make composite services. A quick search in the forums brings up multiple requests for this feature. I fail to see why an item is mandatory while services are optional. I also would like to see the

                                                                                                            • All operation codes getting Not applied in WO-TT22J1025WOR0471, SR-TT22J1025PRE0423,FOR VIN-W1K6G2AB2SL005130.

                                                                                                              Dear Support Team, Please refer attached screenshot. All operation codes getting not applied in work order. Request you to please check and update ASAP.

                                                                                                            • Customer Grouping

                                                                                                              Hi, how can I group multiple customers into single group. So that I can have idea of accounts receivables of all the customers in single group. Like if there are multiple subsidiaries of same company we have having a business with, and want to view the

                                                                                                            • Bank Receipt Catagorization

                                                                                                              Hi, how can I match a bank deposit to multiple customer's invoices ? For e.g. A single person paid to us on behalf of different five customers. I need to keep the separated invoices for each customer

                                                                                                            • "Performed changes in the query is not allowed due to following reason" when adding columns or reordering data

                                                                                                              I'm trying to make changes to a query but every time i try to save it i get this error message.  I'm not touching the data it's flagging.  All I've tried to do is reorder a couple of fields and add a new one.  Why won't it let me do this?  It's a core

                                                                                                            • Exclude Segment from Campaign Recipients

                                                                                                              I've created two Segments in order to separate Non-Marketing Contacts from Marketing Contacts. I'd like to send an Eblast to all Marketing contacts in my lists, but when I go to select Recipients, I have two options: 1. To Choose Lists to Send to; 2.

                                                                                                            • Reschedule Multiple/Mass Calls at Once

                                                                                                              When we go into a Call record, we have the option to "Reschedule Call." How can we select multiple Calls at once from the Activities tab and Reschedule them? The big use case for us: We have many leads that our reps are supposed to call on a daily basis.

                                                                                                            • Option to Empty Entire Mailbox or Folder in Zoho Mail

                                                                                                              Hello Zoho Mail Team, How are you? We would like to request an enhancement to Zoho Mail that would allow administrators and users to quickly clear out entire folders or mailboxes, including shared mailboxes. Current Limitation: At present, Zoho Mail only

                                                                                                            • I want to Make the due date of the project appears automatically

                                                                                                              hello everyone I want to know if the zoho projects app can add automatically the END DATE of the project I added the duration, start after dates of each tasks in the project template & the starting date of the project itself and the end date of it doesn't

                                                                                                            • Drag 'n' Drop Fields to a Sub-Form and "Move Field To" Option

                                                                                                              Hi, I would like to be able to move fields from the Main Page to a Sub-Form or from a Sub-Form to either the Main Page or another Sub-Form. Today if you change the design you have to delete and recreate every field, not just move them. Would be nice to

                                                                                                            • Get Zoho Mail API working (including DRE Connector, Oauth Token, ZUID, ZOID & ACCOUNT_ID)

                                                                                                              Disclaimer: I’m not a professional coder! Do you need to use Zoho Mail API? Me too. It lets you do all sorts of things — like reading the complete header of an email, or forwarding an email with its attachments — which is what I wanted to do. But setting

                                                                                                            • Kaizen #129 : Client Script Support for Blueprints

                                                                                                              Hello everyone! Welcome to another week of Kaizen. Today, let us discuss about how you can use Client Script during a Blueprint transtion to meet your requirements. This Kaizen post will provide solution for the post - Need non-mandatory fields in blueprint

                                                                                                            • Deluge Tips & Tricks: Mastering dates and times

                                                                                                              Hello everyone! We're bringing back our Deluge Tips & Tricks series, where we show you how to make the most of Deluge for achieving a wide range of use cases. Working with dates and times is a fundamental part of almost any business application. Whether

                                                                                                            • Adding a Button in a Form in Zoho Creator App

                                                                                                              Hi I want to know how can I add a Button in Zoho Creator form. I have options that I select from a multiselect options and I want the button to add those selected options in a Subform. I do not want to add on a Page Builder I want it inside a specific

                                                                                                            • Feature Enhancement Request – Text Formatting Options in Item Description (Zoho Books/Quotes Module)

                                                                                                              Dear Zoho Development Team, Greetings from Radiant360 Integrated Technical Services LLC. We would like to bring to your attention a functional limitation we've encountered within the Item Table / Quote Description section of Zoho Books (and Zoho CRM Quotes).

                                                                                                            • Internal Exception for Creator function

                                                                                                              I have been running a script successfully for several days using the scheduler in my application. Now today it suddenly creates and Internal Exception error. Nothing has changed about the script. The data is still retrievable from the web service it is using. Why would this suddenly be happening for no apparent reason? Also noticed that my usage logs are not up to date. Is something changing behind the scenes?

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