Europe In-person Zoho User Group Meetup - Q3

• Topic Participants

• Swetha Hariharan

  

• Javier

• Ishwarya SG

  

• 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,

• Recent Topics

• Removed email address - can't access account

  Hi Zoho Support Team, I recently removed my email address from my Zoho Desk account (which is part of our organization's Desk setup) and then signed out. Now, I’m unable to log back in because there is no email address associated with the account, even

• Unveiling Cadences: Redefining CRM interactions with automated sequential follow-ups

  Last modified on 01/04/2024: Cadences is now available for all Zoho CRM users in all data centres (DCs). Note that it was previously an early access feature, available only upon request, and was also known as Cadences Studio. As of April 1, 2024, it's

• Custom Serial numbers in Inventory tied to customers

  Hello, We have both software and hardware serial numbers that we need to track for active customers in the field. We do not know the serial numbers for the software until the customer buys it as its not a stock item but something we order and deploy for

• How to nurture leads, manage contacts and grow your B2B business with SalesIQ?

  Zoho SalesIQ is one of the most powerful support tools in the industry and is preferred by millions of customers. SalesIQ is used to acquire leads across various sectors and automate your workflows. The all-new SalesIQ brings more power to your business

• Contracts Management

  Hello, We are implementing Zoho FSM for our field service operations and, one of the features we are lacking is Service Contract Management. I was told that such feature might be in the pipeline but an estimated launch date for this is not available at

• One notebook is on my Android phone app, but not on Web or PC app.

  This problem started in stages. At first my phone was occasionally failing to sync. Then I noticed two things added to my Phone App. One was an existing notebook had a new cover, and the other was a new Note Card with an odd text in it. These were only

• New notecards not syncing across devices

  Hello. I just noticed this problem happen recently. A new note being created on one device is not appearing on a different device, even though they're supposed to be synced with each other through setting it up on your account. I don't know if there's

• Does Thrive work with Zoho Billing (Subscriptions)?

  I would like to use Thrive with Zoho Billing Subscriptions but don't see a way to do so. Can someone point me in the right direction? Thank you

• Is it possible to add HTML or a button on email templates in Zoho Desk?

  Hello team, I am working on getting the best use out of Zoho Desk. I have noticed that when you hit 'reply' on a ticket, it comes with a small 'survey' to the recipient saying something like 'how would you rate your experience with us?'... so my question,

• Is it possible to add buttons on email replies to internal team members?

  Hello everyone, I am currently trying to set up some workflow rules to trigger when a ticket is created. I have noticed there is a button that can be added to email templates when sending email alerts from workflow rules, for example ${Cases.SUPPORT_PORTAL_BUTTON}.

• What is the use of the stage environment ?

  Salut, I am woundering what is the use of the stage environment. Usually, I do all the testing in developpement, and then go straight to production. The only thing I cannot test in developpement, is the result for portal users. Could the stage environment

• Peppol Malaysia API

  Hi Zoho Books, my country Malaysia will going to implement "Peppol" (E-Invoicing), starting 1 Jul 2025 for all businesses. The government intends to provide API for accounting app. The workflow involves creating an invoice from accounting app, triggers

• At transaction level Discounts for Zoho books UAE version

  Dear Team, Please add transaction level Discounts for Zoho books UAE version. I have been requesting Zoho team past 3 years, Transaction level Discounts is a mandatory option required for our business needs. Zoho books Indian version has the option then

• New in CRM: Dynamic filters for lookup fields

  Last modified on Oct 28, 2024: This feature was initially available only through Early Access upon request. It is now available to all users across all data centers, except for the IN DC. Users in the IN DC can temporarily request access using this form

• Sales Order automatic Convert to Invoice using boolean True or false

  It is possible to convert the Sales order to an invoice using a boolean field, true or false Example: I create a field in my Sales Order, I name it QBO Invoice, and the field type is Boolean, true or false. Let's say the default is false, so when I change

• Presenting the brand new Zoho Bookings!

  Hello everyone, Greetings from Zoho Bookings! We're happy to announce a new version of our product with enhanced features to simplify scheduling, coupled with a sleek interface and improved privacy across teams. Here's what you can expect from the latest

• Feature Request: Ability to copy notecards to Windows desktop

  Hello, Please consider adding the ability to copy notecards to Windows desktop. Thanks!

• Script on Page used as dashboard don't work anymore

  Salut, I have a page used as dashboard that worked fine, but recently the workflows don't seem to work, I have the icons like on a page for portal user when I try to look at it as admin. See screen shot : Anybody knows what could have happen ? The only

• Invalid URL error when embedded sending url into iframe for my website when using in another region

  Hi team, My site is currently working on integrating your signature feature as part of the system functionality, it's working great but recently there's been a problem like this: After successfully creating the document, i will embed a sending url into

• Add Direct Ticket Link to Zoho Help Center Portal in Email Replies

  Hi Zoho Support Team, We hope you're doing well. We’d like to request a small but valuable improvement to enhance the usability of the Zoho Help Center portal (https://help.zoho.com/portal/en/myarea). Currently, when someone from Zoho replies to a support

• Zoho Error: This Operation has been restricted. Please contact support-as@zohocorp.com for further details

  Hello There, l tried to verify my domain (florindagoreti.com.br) and its shows this error: This Operation has been restricted. Please contact support-as@zohocorp.com for further details. Screenshot Given Below -  please check what went wrong. Thanks

• Zoho Flow Needs to Embrace AI Agent Protocols to Stay Competitive

  Zoho Flow has long been a reliable platform for automating workflows and integrating various applications. However, in the rapidly evolving landscape of AI-driven automation, it risks falling behind competitors like n8n, which are pioneering advancements

• Error AS101 when adding new email alias

  Hi, I am trying to add apple@(mydomain).com The error AS101 is shown while I try to add the alias.

• How to mass update member status in a CRM Campaign?

  Does anybody knows how to mass update member status of the contacts (or leads) associated to a campaign. I can click on a campaign record and go to the Contacts in the Related List fields but then it shows only 10 contacts per page at once. It is hard

• CRM HAS BEEN SOOO SLOW For Days 05/15/25

  I have fantastic Wifi speed and have zero issues with other websites, apps, or programs. It takes an excruciatingly amount of time to simply load a record, open an email, compose an email, draft a new template, etc. Am I in a subset/region of subscribers

• First Respons time questions regarding ticket SLA's, Ticket Re-Assignment, and Ticket Closure.

  I am chasing down a few outliers on tickets that my team is reporting to me seen in some of our Zoho Analytics Dashboards with regards to Zoho Desk with regards to First Response Time. Our support organization is setup with different SLA's based on three

• View Expenses in Zoho Books Without Approval or Reports in Zoho Expense

  Hello, I’m using both Zoho Books and Zoho Expense (on the free plan for both). I would like to view the expenses recorded in Zoho Expense within Zoho Books, but I read that they need to be approved first. Since I manage a small freelance business, I don’t

• Idea: Workflow Rule Trigger Only When Subform Row Is Updated (Thanks to New Inline Row Feature)

  Hi Zoho team and community, With the recent update to Zoho CRM, we can now add or delete rows inside subforms without entering edit mode, using the inline Add row button. This is a fantastic improvement for user experience — seamless, fast, and efficient.

• Blocking / black listing customers

  Hi, We have a situation, we observed that certain customers are blocking multiple appointments with our advsiors but not showing up. Some of these are repeat offenders. This leads to those service hours getting blocked and not available for genuine customers.

• Turning off the new UI

  Tried the new 'enhanced' UI and actively dislike it. Anyone know how to revert back?

• Seriously - Create multiple contacts for leads, (With Company as lead) Zoho CRM

  In Zoho CRM, considering a comapny as a lead, you need us to allow addition of more than one contact. Currently the Lead Section is missing "Add contact" feature which is available in "Accounts". When you know that a particular lead can have multiple contacts, why was this feature not included. Now we have to miss out other contacts or enter them somewhere in the description.!!! this is bad.

• Global Sets for Multi-Select pick lists

  When is this feature coming to Zoho CRM? It would be very useful now we have got used to having it for the normal pick lists.

• Change default "Sort by"

  Is there a way to change the default "sort by" when searching across modules?" in Zoho CRM? Currently the default sort method is "Modified time" but i would like to utilize the second option of "relevance" as the sort by default and not have to change

• Create project (flow) and assign to person without account (company)

  Hi Zoho Support & Community, I'm trying to automate a process using Zoho Flow to create a Zoho Project and link it directly to a Zoho CRM Contact. This reflects our B2C workflow where we primarily deal with individual Contacts, not Companies/Accounts.

• Forte's Extra Costs

  Hello everyone in the Zoho community, I wanted to share some information about Forte in case anyone wanted to look into them as a processor.  I currently use Stripe, but wanted to use Forte's ACH to pay vendors and take ACH payments for our products.  This is one of the only ACH processors that Zoho accepts. They state their cost is $25/month plus their transaction fees for ACH.  However, after signing up and going through their approval process, I found this out they work with a PCI compliance service

• Can Zoho CRM JS SDK Send Notifications, Create Tasks & Calendar Events?

  Hello everyone! I’m just starting to explore this topic, so please excuse my beginner-level questions! Is it possible to use the JS SDK (https://help.zwidgets.com/help/latest/index.html) to: Send messages (signals, notifications) to specific employees,

• Restricting Printing

  Hi Is it possible to stop users printing documents?

• Backup and Restore of Projects

  Hi Guys, my boss asked me "do we store regulary offline Backups of Zoho Projects" and i could only answer "no way". Is there really no way to backup and restore a project manualy? As Projects is the main Product we decided to use Zoho it could be that

• Enable Zia Bot for Intelligent Conversations in Zoho Cliq

  Hi Zoho Cliq Team, We would like to request a new feature: the ability to interact with Zia via a dedicated bot in Zoho Cliq, in a way similar to how users interact with GPT-based assistants. Use Case: We're looking for functionality beyond the existing

• Zoho RPA is now available in your Zoho One bundle!

  Hello All! Of late, it's been quite a stint of new app integrations in Zoho One. This announcement pertains to the addition of another Zoho application, the most sought-after Zoho RPA - Robotic Process Automation, to the bundle. What is Zoho RPA? Zoho

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