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.


    • 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
      • Recent Topics

      • Zoho Mail API Error EXTRA_KEY_FOUND_IN_JSON

        I have a workflow set up in Pipedream that uses the Zoho Mail API to send emails from my account. It's worked without issue for months but today I'm getting the following 404 error for every email I try to send: { "data": { "errorCode": "EXTRA_KEY_FOUND_IN_JSON"
      • How to search (web API) for a Calls record by phone number?

        Using v8 /Calls/search web api I'm unable to to complete a search request no matter how I use the api: When I try using "criteria=" I get: response: <Response [400]> response_json: { "code": "INVALID_QUERY", "details": { "reason": "the field is not available
      • [Free Webinar] Product Release Updates - Creator Tech Connect

        Hello Everyone! We welcome you all to the upcoming free webinar on the Creator Tech Connect Series. The Creator Tech Connect series is a free monthly webinar that runs for around 45 minutes. It comprises technical sessions in which we delve deep into
      • Zoho GenAI API Error Not a valid response from zia.

        Zoho GenAI API Error Not a valid response from zia.
      • Help me to retreive my Document

        Please help me to retrieve my documents from any date between 1st February, 2025 to 20th,March 2025 .it got mistakenly deleted on the 21 of March 2025 due to phone screen malfunction I earnestly await your positive response .thank you
      • how to change the page signers see after signing a document in zoho sign

        Hello, How can I please change the page a signer sees after signing a document in Zoho Sign? I cannot seem to find it. As it is now, it shows a default landing page "return to Zoho Sign Home". Thanks!
      • Look Up Field Type not available for events and tasks?

        Look Up Field Type not available for events and tasks?    
      • I cannot check out to Zoho People.

        When I tried to check out today, there's prompt that inhibits me to check out: To add entry in Attendance, log time for any of your jobs
      • Digest Juin - Un résumé de ce qui s'est passé le mois dernier sur Community

        Bonjour à toutes et à tous, Ce mois-ci encore, tout s’est enchaîné à toute vitesse ! On vous fait un petit récap de ce qui a marqué ces dernières semaines. Zoho RPA est une solution robuste d’automatisation des processus, conçue pour s’intégrer aux systèmes
      • Different Transaction Series for Different Types of Sales

        Is there any way I can create multiple transaction series for different type of Sales? Say B2B-001 and B2C -001 for respective type of Sales.?
      • Unable to charge GST on shipping/packing & Forwarding charges in INDIA

        Currently, tax rates only apply to items. It does not apply tax to any shipping or packing & forwarding charges that may be on the order as well. However, these charges are taxable under GST in India. Please add the ability to apply tax to these charges.
      • Customer Advance Zoho Book API

        All I could find was Customer Payment API, it does not have facility to add customer advances, where those are not linked to any invoice as such. How to do it?
      • Even though the received amount+tax is equal to or lesser than the invoice value, zoho doesnt allow to record

        Even though the received amount+tax is equal to or lesser than the invoice value, Zoho mentioned the error- you've recorded more payment than the actual invoice balance. please check again. screenshot also attached.  You've recorded more payment than
      • Multiple deductions in invoice

        I issue invoices to a customer that include multiple deductions that I would like to track in different expense accounts. But that is not possible in Zoho Books as there is only one Deduction field and even that I don't have control over to assign it
      • #BiginnersTips | How to bulk update closing dates for multiple deals in Bigin

        Hello Biginners! Keeping your CRM data accurate is crucial for any business- big or small. One key aspect is ensuring that closing dates for deals are always up to date. Why? Because if a deal is closed but not updated, your dashboards and reports would
      • 采购里出现付款通知 的错误

        采购里面出现付款通知错误,怎么调整,我找不到路径,好像是ZOHO 自动生成的,请问怎么调整
      • {"code":1002,"message":"Statement of Accounts does not exist."}

        Hello Zoho team, I faced an issue while trying to POST a sales order from sap to zoho books, using the below data packet: {   "customer_id": "4322967000027451968",   "line_items": [     {       "item_id": "2154170000010847685",       "rate": "752.00",
      • Add Custom Fields only in Customer module and not on supplier module!? Is not there a way to do that!?

        I am trying to create custom fields on clients module but it also gets created on suppliers module; which of course does not make sense at all as a lot of custom fields are client or supplier specific but never both. I am missing something? This seems
      • Logging website service fees

        Hello, I do a lot of freelance work on sites like Upwork and Wyzant and others and those companies take a small cut from what I pay or what I earn and I am wondering what is the correct way to log this in my books. For example if I charge $55 per hour
      • How do i clear a liability account without making a payment?

        I have a liability account with a provision for an expected bill from previous years. However the bill never arrived and the provision/liability account with Cr balance has been carried forward for many years now. How do i know clear the provision made
      • 2 Transactions for single Expense

        I have make 2 payments and have 1 Invoice containing both the items. My Bank Feeds show 2 Transactions, How can i associate them with Single Expense? I tried adding them to Advance Payment, but advance payment I can only apply to Bills It seems. Why cant
      • Everything AI in Zoho Recruit – Webinar Recording Available!

        AI is transforming the way recruiters find, engage, and hire top talent. In our latest webinar, we explored how Zoho Recruit’s AI-powered features can help streamline hiring, automate workflows, and improve decision-making. Missed the session? No worries
      • Introducing the FTP task in Deluge

        Hello everyone, We're excited to announce the launch of the FTP task, a powerful addition to Deluge that enables you to effortlessly transfer files between various Zoho apps and your own servers. Unlike the invokeUrl task, which supports various HTTP
      • Custom widgets on Zoho one dashboard

        Is it possible to create custom widgets on the Zoho One dashboard? I see there is a widget name My Open Tickets to display open tickets in my view, but I would also like to have a widget to display unassigned tickets. A widget to display unfinished projects
      • Data privacy concerns

        Does Zoho team have access to my data in the database e.g. Balance Sheet, Bank account transactions, Profit & Loss statement etc.
      • Ability to Remove/Change Zoho Creator Admins via Zoho One Interface

        Dear Zoho One Team, Greetings, We would like to request a feature enhancement in Zoho One. Currently, it is not possible to remove or downgrade a user with the Admin role in Zoho Creator from the Zoho One admin interface. Unlike other Zoho apps where
      • Zoho Sheets

        Are they ever going to set up the feature "where I left off" just as you can do in Microsoft Excel online ? For me that is the only feature missing from Zoho sheets other than that I think they are terrific and use them every day. I only occasionally
      • Canvas Detail View Related List Sorting

        Hello, I am having an issue finding a way to sort a related list within a canvas detail view. I have sorted the related list on the page layout associated with the canvas view, but that does not transfer to the canvas view. What am I missing?
      • Mass Update in Zoho CRM

        Hello, I want to update my past update records by using deluge on some conditions. anyone can please tell me how can I do it.
      • Admin asked me for Backend Details when I wanted to verify my ZeptoMail Account

        Please provide the backend details where you will be adding the SMTP/API information of ZeptoMail Who knows what this means?
      • Action requested: Retain your sales journey configuration in Path Finder

        Dear Customers, We hope you're well! As you might know, we're completely overhauling our journey management suite, CommandCenter, and are in the last leg of it. As a means of getting ready to go live, we will be announcing a series of requests and updates
      • search layout in new version

        Hello where is the menu for customizing search fields (module search layout) in the new zoho version (2016) ?? thanks nono
      • Zoho Marketplace Analytcis

        Hi Team, Our Zoho Marketplace Dashboard is not showing any data. What do you think we could do?
      • if i have zoho one can i upgrade some of my staff from crm to crm plus within my organisation?

        if i have zoho one can i upgrade some of my staff from crm to crm plus within my organisation? Or because I have many licenses of ZOHO ONE , IF I upgrade some staff to ZOGO CRUM PLUS. they will not be on the same organisat
      • The problem with Commerce ownership changing

        Hi, I am changing the ownership of the company and trying to delete the previous user-owner. I changed the owner of the company from user Tatiana to user Eugene. Eugene is the owner of the organization. It's OK. I am now trying to remove the user Tatiana.
      • Secondary Emails

        I am having issues deleting a secondary email address from a couple of our users and need help. When in Directory, manage email addresses, I click the trash icon by the email address and confirm I am trying to delete the email. I click continue and I
      • Zoho Books | Product updates | June 2025

        Hello Users, We’ve rolled out new features and enhancements in Zoho Books, from the option to record advances for purchase orders to dynamic lookup fields, all designed to help you stay on top of your finances with ease. Introducing Change Comparators
      • Widget Upload to CRM Fails with “Page Not Found” – Even with Correct Index Path

        I'm building a simple widget to export Contact data to CSV in Zoho CRM, triggered via a custom button. The widget uploads cleanly, appears in the widget list, and is successfully assigned to a Contact detail view via a custom button. But when clicked,
      • Account disabled

        I have an issue I need help with. Whilst trialing ZOHO CRM I created the following: Account1 (-------------) using m__ame@m__rg___s__i__.___.__ and 2 personal emails Account2 (-------------) using a personal email and 2 users _al__1@______________._o_.__
      • How can we manage the tags in ticket

        Allowing agents to use Tags indiscriminately can cause havoc. We could not find tag management where 1. The admin can create Tags beforehand for use by Agents 2. Permission can be allocated which roles/profiles can use existing tags or add new tags 3.
      • Next Page