ZUG (Zoho User Group) In-person Meetups - Learn, share and discuss all things Zoho

ZUG (Zoho User Group) In-person Meetups - Learn, share and discuss all things Zoho



A big warm hello to the Zoho Community, and Happy new year to all of you! 

We're thrilled to let you know that our ZUG Meetups for 2024 have almost begun, and we can't wait for you to be a part of them. We have some interesting topics in store for this leg of meetups that aim to eliminate roadblocks that you might face and help you meet your business goals for the year. We hope you'll use this opportunity of meeting Zoho experts and peers as a head start and advance gracefully into the new year. 

For the ones who are new, these Zoho User Group (ZUG) meetups are crafted to foster a stronger sense of community, as we provide a platform to exchange ideas, delve into the capabilities of Zoho solutions, and collectively navigate through the evolving landscape of business technology. 

Click on the region of your choice to take a quick look at the topics lined up. Thereafter, register to a meetup in a region of your choice. 

United States

TOPIC
DESCRIPTION
LINK
Zoho CRM

1. Comprehensive CRM and Project Management (Business Process data modelling guide for Zoho CRM, Integrating Zoho CRM and Projects, and much more)

2. Lead Nurturing with Zoho (Setting up help chat on a website with Zoho SalesIQ, Push collected leads to Zoho CRM and create essential workflows, and much more)

3. Advanced CRM Functional Design Customization (Business Process data modelling guide for Zoho CRM, Enable and customize portals in CRM for external customers or partners, and much more)

ANZ

EXCLUSIVE: One-on-one sessions with our product experts - Block your slot for a 20-minute dedicated session. Connect with our experts one-on-one, and resolve those lingering CRM queries. 

TOPIC
DESCRIPTION
LINK
Zoho CRM Health-Check

Mastering data and user management to implement automation, and much more


Zoho Workplace

Exploring the benefits of Zoho Workplace's apps to work with remote teams and level-up email management, Discovering how Cliq, Connect, and Meeting can improve collaboration within the team, and much more



UK

TOPIC
DESCRIPTION
LINK
Zoho CRM Health-Check

Mastering data and user management to implement automation, and much more


CANADA

EXCLUSIVE: One-on-one sessions with our product experts - Block your slot for a 20-minute dedicated session. Connect with our experts one-on-one, and resolve those lingering CRM queries. 

TOPIC
DESCRIPTION
LINK

Zoho CRM Health-Check


Mastering data and user management to implement automation, and much more



INDIA 

TOPIC
DESCRIPTION
LINK
Zoho CRM and Zoho Books Integrations


Understanding the difference between the Inventory module in Zoho Books and Zoho Inventory, Leveraging the CRM-Books integration to tackle day-to-day business challenges, and much more



Zoho Recruit

Unravelling what's new in Zoho Recruit, Getting a hang of important tips & tricks for better recruitment efficiency, and much more


Zoho Payroll and Zoho People

Understanding profile setup and attendance management, Learning how to manage Zoho People integration, Exploring advanced Payroll features and much more


Zoho Projects

Understanding Hybrid Project Management, Addressing common challenges in waterfall and agile methodologies, and much more


TrainerCentral - Mumbai

Leveraging TrainerCentral for online training, sharing valuable insights and strategies, Showcasing AI capabilities, Upcoming site builder improvements, and much more



APAC

TOPIC
DESCRIPTION
LINK
Channelling and Tracking Customer Communication with Emails in Zoho CRM

   Setting up organisational email address and BCC Dropbox, Leveraging mail merge to send out mass emails, Deep diving into some advanced topics around CPQ, and much more

Zoho Creator

Understanding best practices in low-code adoption, Walking through the basic components of Creator, Getting a hang of advanced Creator components, and much more


MEA

TOPIC
DESCRIPTION
LINK
Channelling and Tracking Customer Communication with Emails in Zoho CRM


   Setting up organisational email address and BCC Dropbox, Leveraging mail merge to send out mass emails, Deep diving into some advanced topics around CPQ, and much more

Join us for an engaging day of discussions and networking. Add your questions as comments to this post and do not forget to register for the upcoming meetups. 

We look forward to seeing you there!


    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

                                                          • 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,


                                                          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

                                                                                                          • List of hidden features

                                                                                                            Hi Friends, I had another support chat today and low and behold the feature that I wanted just simply needed to be "enabled". I thought I'd share, and maybe see if others had some similar experiences. 1. This one is from 5 ish years ago. I asked if there
                                                                                                          • How to change a BAS that has been filed

                                                                                                            I have discovered that a group of expense transactions were accidentally placed in a asset account rather than an expense account. As a result I need to adjust the transaction and consequently most of my BAS to correct the error. Because the BAS have
                                                                                                          • How to Export PDF with a custom Template

                                                                                                            I need to export Sales Order with a Custom Template I have created How can I do it? I see an API to export the PDF but how can I choose which template to choose to generate the PDF
                                                                                                          • Associate email with a potential or project.

                                                                                                            I have a pivotal requirement to associate emails from various suppliers (contacts) with different potentials or projects, on an email by email basis as they come in. This question appears to have been raised before but I cannot find a definitive yes "it can be done". Could anyone please tell me, yes or no.  If the later I can stop wasting time and look at alternative crm systems. I would love not to have to do this. Thanks in advance.
                                                                                                          • MTA - BAD IP reputation by outlook/hotmail

                                                                                                            Messages to Microsoft email servers are bouncing back due to poor reputation. Message: 4.7.650 The mail server [136.143.188.206] has been temporarily rate limited due to IP reputation. For e-mail delivery information see https://postmaster.live.com (S775)
                                                                                                          • Function with Search Records was working until a few weeks ago, around when "Connected Records" was released

                                                                                                            I have a custom function that has been running for nearly a year now, which suddenly stopped working around the time Zoho released the "Connected Records" update. The function is no longer finding the record using the searchRecords function. I've changed
                                                                                                          • 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
                                                                                                          • How to sync from Zoho Projects into an existing Sprint in Zoho Sprints?

                                                                                                            Hi I have managed to integrate Zoho Projects with Zoho Sprints and I can see that the integration works as a project was created in Zoho Sprints. But, what I would like to do is to sync into an existing Zoho Sprints project. Is there a way to make that
                                                                                                          • Online Assessment or any aptitude test

                                                                                                            This video is really helpful! I have one question — if I share an assessment form link (through email or with the application form on my career page), how does Zoho Recruit evaluate it? Can a candidate use Google or external help while taking the test,
                                                                                                          • Editing the Ticket Properties column

                                                                                                            This is going to sound like a dumb question, but I cannot figure out how to configure/edit the sections (and their fields) in this column: For example, we have a custom "Resolution" field, which parked itself in the "Ticket Information" section of this
                                                                                                          • Incoming Threads Report

                                                                                                            From data to decisions: A deep dive into ticketing system reports Customers raise questions and issues through multiple channels, such as email, chat, or tickets. To monitor the number of queries received on a specific day from each channel, leads can
                                                                                                          • Conditional layouts - support for multi-select picklists

                                                                                                            Hi, The documentation for conditional layouts says the following: "Layout Rules cannot be used on the following field types: Auto Number Lookup Multi Select Lookup User Lookup Formula File Upload Multi Line" I have a custom module with a multi-pick list
                                                                                                          • Samsung Keyboard Issues with Notebook

                                                                                                            Dear Users, We're sorry to inform you that some of our users are experiencing certain issues like scrolling, delay/lag, cursor placement especially within the text notes. This occurs mainly due to Samsung Keyboard compatibility with Android 13 and some
                                                                                                          • How to apply customized Zoho Crm Home Page to all users?

                                                                                                            I have tried to study manuals and play with Zoho CRM but haven't found a way how to apply customized Zoho CRM Home Page as a (default) home page for other CRM users.. How that can be done, if possible? - kipi Moderation Update: Currently, each user has
                                                                                                          • Cloudflare Turnstile is now available in Zoho Forms!

                                                                                                            Hello form builders! We have added a new layer of protection to help you keep your forms free from bots. Instead of forcing users to prove they are human, Cloudflare Turnstile quietly checks browser signals in the background. Your real users glide through,
                                                                                                          • Power of Automation :: Unique Task & Issue Prefix Format and Sequencing Rule

                                                                                                            Hello Everyone, A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate
                                                                                                          • 【Zoho CRM】キャンバス機能のアップデート

                                                                                                            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。 今回は「Zoho CRM アップデート情報」の中から、キャンバス機能のアップデートをご紹介します。 目次 グリッドについて フォーム表示のタブについて 1. グリッドについて ビジュアルデザインは細部の調整に手間がかかりますが、キャンバスのグリッドを使えば要素を整理し、バランスよく配置できます。 画像やデータなどの要素をグループ化せずに簡単に配置できます。 余白を調整することで、要素間の視覚的なバランスを保つのに役立ちます。 「表示切り替え基準の幅」を設定すると、デザインをレスポンシブに調整できます。
                                                                                                          • Deleting unwanted ticket replies

                                                                                                            Hello, In a Zoho Desk Ticket thread, sometimes one of the recipients has auto-reply activated. This creates a new message in the Ticket thread that not only pollutes the thread, but most importantly cannot be replied properly because usually auto-reply e-mails don't do "reply all", so the other recipients are not included. I want to delete such a message in the Ticket thread. I searched the help of Zoho Desk, but only found a way to mark as Spam (https://help.zoho.com/portal/kb/articles/marking-support-tickets-as-spam)
                                                                                                          • Issue: Ticket Export Does Not Include Ticket Threads

                                                                                                            Dear Zoho Desk Support Team, I hope you’re doing well. I wanted to bring to your attention that the current ticket export feature in Zoho Desk does not seem to include the ticket threads or conversation history. When exporting tickets, only the summary
                                                                                                          • Ability to Set Client Name During Portal Invitation

                                                                                                            Hi Zoho Team, We would like to suggest an important enhancement to the Zoho Creator Client Portal functionality. Zoho Creator recently introduced the option to set a client’s display name in the Client Portal settings, which is very helpful for creating
                                                                                                          • スマホでキャンペンメールを見ると正しく表示されない

                                                                                                            キャンペーンのメール(HTML)を作成しましたが、スマホ表示に切り替えると正しく表示されません(添付参照)過去に作成したキャンペーンでは特に意識してませんでしたが、問題なく表示されていたようです。うまく表示される場合とされない場合の違いは何でしょうか?
                                                                                                          • 136.143.188.51 blocked by spamcop

                                                                                                            Zoho mailserver seems to be blocked by spamcop. Cant send mail to my customer. Not sure what to do.
                                                                                                          • Zoho Calendar Integrated Into CRM?

                                                                                                            I've searched around the forums but couldn't find anything addressing this . . .  Is there a plan to integrate Zoho's stand alone calendar solution into Zoho CRM?  The CRM calendar does an OK job but is very basic and the Zoho calendar is great, but I've only figured out to subscribe to my CRM calendar within ZCalendar - there is no 2-way sync. My preferred solution would be for ZCal to become the default calendar/event solution within Z CRM. Is this on the roadmap? Thanks
                                                                                                          • Can I Create Different Page Layouts Based on a Specified Module Pick List Field

                                                                                                            I am trying to work out how to create different page layouts based on a specified module pick list field value, like the Salesforce feature where you can define multiple record types and then create custom page layouts for each record type. This is a super important feature as for almost all the modules we are using (Leads, Potentials, Accounts) we need to be able only show fields relevant to the record type. E.g. We need a very different page layout for a consumer lead Vs a commercial lead, same
                                                                                                          • Scheduling Tasks in Relation to Project End Date

                                                                                                            I use Zoho project  to help manage tasks that relate to a number of specific business events that take place.  I would like to be able to have my project end date be the date of the event and then work "back" from that date to say...   Add a task 2 weeks before the project end date to remind me to XYZ.  Does anyone know if there is a way to base task timings back from a project due date rather than a project start date?
                                                                                                          • Notes of Tasks in Zoho CRM

                                                                                                            Hello, Is there a way to filter the Notes that appear on a Task to only show the notes related to that specific Task and not display all the Notes of the objects related to that Task (Accounts, Contacts, Deal, etc). In essence, our team struggles to understand
                                                                                                          • Passing the CRM

                                                                                                            Hi, I am hoping someone can help. I have a zoho form that has a CRM lookup field. I was hoping to send this to my publicly to clients via a text message and the form then attaches the signed form back to the custom module. This work absolutely fine when
                                                                                                          • How to next stage blueprint in Zoho Creator

                                                                                                            Hello, I have question, its possible to next stage blueprint? in case, Start - (first stage) Leader 1 (with condition 1) - (second stage) Leader 2 (with condition 2) - (third stage) Leader 3 (with condition 3) - (fourth stage) After first stage, i want
                                                                                                          • Feature Request: Email Follow-Up Sequences Similar to Zoho CRM

                                                                                                            I’m wondering if Zoho Recruit is planning to introduce a feature similar to the Email Automation – Follow-Up Sequences that is available in Zoho CRM. In CRM, this allows users to send a series of timed follow-up emails triggered by specific actions (for
                                                                                                          • Duplicated Notebooks

                                                                                                            Out of the blue, almost all of my notebooks got duplicated and the different copies contain different information. Some seem like older copies than the others. I use the linux desktop app and sometimes the Android app. I assume that the sync failed at some point and was unable to merge the two versions together. But I'm afraid to add anything else to my notebook because if it can't properly sync 5 notebooks with only a handful of notes each, what will happen when I have hundreds of notes and I lose
                                                                                                          • Currency limitation when integrating Zoho CRM & Zoho Books

                                                                                                            Brief Video of Problem: https://www.loom.com/share/d61d1d07d0904e149d80c1901a22418e. Background ·       Our business is based in Australia and we have to have Zoho Books in AUD to comply with tax and reporting regulations in Australia. ·       We sell
                                                                                                          • Multi-select Lookup does not have Advanced filter options in CRM

                                                                                                            With much fanfare Zoho announced the advanced filter options for CRM lookup fields which was a nice addition. This feature is not available for Multi-Select lookup fields. Will it be rolled out in the next 3-6 months, considering the standard lookup filter
                                                                                                          • Experience effortless record management in CRM For Everyone with the all-new Grid View!

                                                                                                            Hello Everyone, Hope you are well! As part of our ongoing series of feature announcements for Zoho CRM For Everyone, we’re excited to bring you another type of module view : Grid View. In addition to Kanban view, List view, Canvas view, Chart view and
                                                                                                          • Unable to copy into a new document

                                                                                                            Whe I create a new Writer doc and attemp to copy and past I get this message. The only way to copy into a document is I duplicate an existing document, erase the text and save it under a different name and then paste the information. Not ideal. Can you
                                                                                                          • Kaizen #157: Flyouts in Client Script

                                                                                                            Hello everyone! Welcome back to another exciting edition of our Kaizen series, where we explore fresh insights and innovative ideas to help you discover more and expand your knowledge!In this post, we'll walk through how to display Flyouts in Client Script
                                                                                                          • Admin Control Over Profile Picture Visibility in Zoho One

                                                                                                            Hello Zoho Team, We hope you are doing well. Currently, as per Zoho’s design, each user can manage the visibility of their profile picture from their own Zoho Accounts page: accounts.zoho.com → Personal Information → Profile Picture → Profile Picture
                                                                                                          • Published Course Not Reflecting In Hub

                                                                                                            Hi! I am trying to create micro-learning courses for our team to be available for self-guided learning. I have published the courses with enrollment settings open to all users of the hub, but they don't appear to be available for enrollment. Am I missing
                                                                                                          • Unlock Locked Users via Zoho One Mobile App

                                                                                                            Hello Zoho One Team, We have noticed that in the Zoho One web admin panel, we can unlock a locked user when needed. However, when using the Zoho One mobile app, there is no indication that a user is locked, nor is there an unlock button similar to what
                                                                                                          • Tip #47- Stay Ahead with Automated Scheduled Reports in Zoho Assist- 'Insider Insights'

                                                                                                            We’ve made it easier for you to stay informed, even when you’re busy managing remote sessions! With Scheduled Reports in Zoho Assist, you can now automatically receive detailed insights about your remote support and unattended access activities directly
                                                                                                          • Colour Coded Flags in Tasks Module List View

                                                                                                            I really like the colour coded flags indicating the status of the tasks assigned to a Contact/Deal in the module list view. It would be a great addition to have this feature available in the list view of activities/tasks. I understand you have the Due
                                                                                                          • Next Page