Announcement: Canada Zoho User Group Meetups - Elevate Your Customer Experience

Announcement: Canada Zoho User Group Meetups - Elevate Your Customer Experience

Hello, Folks!

We are thrilled to announce the Canada Zoho User Group (ZUG) In-person Meetups! Join Zoho experts and your peers in your city for a day of networking, learning, and knowledge sharing. We are coming to your cities in just a fortnight. Our focus will be on helping you deliver exceptional customer service and understanding the benefits of integrating Zoho Desk, Zoho CRM, and Zoho Survey.

Key Discussion Topics

Zoho CRM: Bridging the Customer Experience Gap. Empower your customers or partners to review or input their data within CRM. Customize record views to look contextual to your business using Canvas.

Zoho Desk: Stepping Up Your Customer Experience Game

Omni-channel Support: Offer seamless support through various channels.
Agent Productivity: Streamline workflows with functionalities like onboarding, branding, department management, SLAs, automation, and customization.
Personalization & AI: Use chatbots and targeted communication to elevate customer interactions.
Customer Happiness Surveys: Gather feedback, gauge performances, and implement continuous improvement strategies.

Zoho Survey: Maximizing Business Insights. Enrich customer profiles, enhance feedback loops, and track customer satisfaction. Streamline support ticketing, gather feedback on support interactions, and improve service quality.

There is much more to expect from these sessions. Besides listening to the presentations, you'll have the chance to get insights directly from Zoho experts during the networking session. And yes, I'll be there too, excited to meet all of you!

Date
City
Time
 Link
Jul 23, Tue
Vancouver
9:30 AM - 1:00 PM
Jul 25, Thu
Calgary
9:30 AM - 1:00 PM
Jul 30, Tue
Edmonton
9:30 AM - 1:00 PM
Aug 1, Thu
Quebec City
9:30 AM - 1:00 PM
Aug 6, Tue
Montreal
9:30 AM - 1:00 PM
Aug 8, Thu
Ottawa
9:30 AM - 1:00 PM
Aug 13, Tue
Toronto
9:30 AM - 1:00 PM
 
Networking Opportunities

Ample time will be dedicated to networking with fellow Zoho users and Zoho specialists. Share best practices, exchange ideas, and build valuable connections. Discover new strategies and insights to elevate your customer experience efforts.

Have specific topics you'd like us to discuss? Share your questions in the comments below or, better yet, come meet us in person.

Don't miss out and register now! We look forward to seeing you there!


Eagerly,
Ash | Zoho Desk



      • Sticky Posts

      • Zoho Desk Virtual Meetup: US Central, October 5 - 7, 2021

        After the interactive Virtual Meetups in the other regions, we are starting with the US Central and Midwest regions from October 5 to October 7, 2021. The dates for other regions will be announced soon. At this event, we will explore the topics which

      • Zoho Desk Community Meetups 2019 - Canada

        Hey there! Are you making the best use of Zoho Desk? Do you think meeting and learning from other Zoho users in your city would help? If yes, then Zoho User Group Meetups is the right place for you! We're happy to announce our first Zoho Desk User Group

      • Join us in Mumbai for our first Zoho Desk Community Meetup!

        Hi everyone, We're hosting our first ever community meetup in Mumbai and we'd love for you to be part of it! Whether you're a long-time customer looking to sharpen your skills, or a new customer looking to learn more about Zoho Desk, this meetup is the

        • Recent Topics

        • Custom Search using HTM+CSS Snippet

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

        • Link Purchase Order to Deal

          Zoho Books directly syncs with contacts, vendors and products in Zoho CRM including field mapping. Is there any way to associate vendor purchase orders with deals, so that we can calculate our profit margin for each deal with connected sales invoices

        • Recruit paid support?

          Hi all, Could anyone who has paid support package advise if it provides value for money with regards to support response times? Exploring the idea as unfortunately when we have faced issues with Recruit it has been a 7+ day timescale from reporting to

        • Zoho Projects - Attachments added to Task and Bug emails are not saved

          Hi Projects team, I have been experimenting with emails into projects to create tasks and bugs. I have noticed that attachments added to the emails are not saved to the task or bug. Is this normal behaviour? Thanks, Ashley

        • Zoho Projects - Email notification relabelling of modules not present on default templates

          Hi Projects Team, I noticed that in the default email template notification, the word "bug" was not renamed to the lable I am using in my system. As many users may used the Bugs modules for various purposes including Changes, Revisions, Issues, etc...

        • Zoho Projects - Unread Comment Icon

          Hi Projects Team, It would be great if there was a notification I con on the comments icon so it's easy to see which tasks have new comments. Something like a red circle with a number of unread comments would be great. Thanks for considering my feed

        • E-Invoicing in Belgium with Zoho Billing

          Starting January 1, 2026, Belgium is introducing mandatory electronic invoices (e-invoicing) for all B2B transactions between VAT-registered businesses. Invoices and credits notes must be exchanged in a prescribed digital format. How E-Invoicing works

        • Zoho Projects - Email Notifications for Feed Updates

          Hi Projects Team, I'm working with a client who wants a simple way to communicate with their customers on projects. Getting the customer to add comments to Tasks or Bug records is not ideal, as we need a way which is easy with minimal training, and has

        • Zoho Projects - Reply by email to @ mentions posted on the Feed.

          When mentioning someone on the Feed (Status), it would be great if that mentioned person could reply to the email notification to update the Feed thread.

        • Zoho Analytics Export API

          Hi Team, I’m working on some integration tasks and wanted to confirm if it’s possible to retrieve a Zoho Analytics table as JSON data using a Deluge script. I’ve already stored my custom data from multiple sources and combined it into a single source.

        • Unveiling Zoho Sites 2.0 - A new dimension in website building

          Dear Zoho Sites Users, We are thrilled to announce the launch of Zoho Sites 2.0 today! This refresh represents a significant step forward in the capabilities of Zoho Sites and is crucial for creating a lasting and positive impact on our customers' businesses.

        • Weekly Tips : Make collaboration effortless with Whiteboard in Zoho Mail

          Working with your team often means switching between emails, notes, and other applications just to explain an idea. Maybe you are trying to sketch a layout, plan a workflow, or quickly brainstorm ideas—with text alone, things can get confusing. So how

        • Zoho Projects - Update Feed via API

          Hi Projects Team, Please consider adding an API to allow update and retrieval of messages to the Feed. Thank you

        • Rich-text fields in Zoho CRM

          Hello everyone, We're thrilled to announce an important enhancement that will significantly enhance the readability and formatting capabilities of your information: rich text options for multi-line fields. With this update, you can now enjoy a more versatile

        • Hide fields only for creation

          Hello, I'd like to hide some fields only during the creation of a contact in Zoho CRM. In fact I have some fields that are automatically calculated thanks to an automation, so when my users create a contact I don't want them to fill those fields. I know

        • My go to On Load Client Script - Fast, efficient, and works for ALL profiles; Hides everything except initial fields

          This is my on Load client script that I use for Create pages. I use a modified version for Edit and Display pages which you can create yourself using the same basic structure that I will give you below. First up, the script. Below that will be an explanation

        • Cliq iOS can't see shared screen

          Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? Regards

        • Zoho Sites "pages" management page

          I have 80 plus pages on zoho sites. When I go to the "pages" link to view and edit pages, They are not in any kind of order, so I spend lots of time searching for pages when I need to edit or create new. How can I change the view order of all my pages

        • Introducing the all-new email parser!

          Greetings, We are pleased to introduce to you, a brand-new, upgraded version of the Zoho CRM Email Parser, which is packed with fresh features and has been completely redesigned to meet latest customers needs and their business requirements. On that note,

        • Exciting Updates to the Kiosk Studio Feature in Zoho CRM!

          Hello Everyone, We are here again with a series of new enhancements to Kiosk Studio, designed to elevate your experience and bring even greater efficiency to your business processes. These updates build upon our ongoing commitment to making Kiosk a powerful

        • Zoho Projects - Refine Access to Collaboration Menu

          Hi Projects Team, I noticed that Calendar, Chat and Meeting menu options in the Collaboration section are visible to client users, even when they don't have access to the features. This could be confusing and frustrating, because if it's there you expect

        • Zoho Projects - Add Feed to Project Tabs

          Hi Projects Team, I'm working on a lightweight communications requirement for one of my customers in relation to communicating with their client users via Zoho Projects. I noticed that the Feed is only available in the Collaboration section, but you can

        • Zoho Books Finance Modules Not Accessible in Zoho CRM Mobile App

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

        • Zoho CRM Kiosk Upload Files

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

        • Connecting zoho creator to zoho writer to send prefilled documents

          i will paste the worflow below // Get user's submitted data from the form userSalary = input.Current_Salary; userCIBIL = input.CIBIL_Score; userEmail = input.Email; userName = input.Name; // You need to get the Document ID from the URL of your Zoho Writer

        • Extracting Images from a Zoho Creator Report into a Pages

          If you’ve uploaded images in a form and can see them in your report, you might also want to display those same images inside a Page (custom HTML page). This is useful for dashboards, profile pages, or any place where images should be visible dynamically

        • How do I change a form's name? Why isn't this more intuitive?

          Can someone please let me know how to change a form's name?

        • Zoho is blocking emails I subscribe to from one sender

          About 4 months ago I stopped receiving newsletters that I subscribe to from @thedispatch.com. They tell me that zoho's server is blocking them. I've added them to my contacts list, but they're not even reaching my inbox. I don't know how to troubleshoot

        • Introducing Formula Fields for performing dynamic calculations

          Greetings, With the Formula Field, you can generate numerical calculations using provided functions and available fields, enabling you to derive dynamic data. You can utilize mathematical formulas to populate results based on the provided inputs. This

        • Inactive Items - Make Less Prominent by Default

          Currently, when one marks an Item as "Inactive", it really doesn't do much of anything to hide it or get it out of the way. Search and reporting within Finance should, by default, hide inactive Items from standard reports, searches, etc. If one specifically

        • Items should display under specific warehouse

          I have configured the multi warehouse but it show all the items under all warehouse which is not correct according to our business logic, so i want that items should only display under that specific warehouse not under all the warehouses not even with zero quantity. Some items should be common but not all so is there any option for that purpose so i can specific the items to its warehouse. Regards

        • Zoho Analytics Bulk Api Import json Data

          HI, I’m trying to bulk-update rows in Zoho Analytics, and below are the request and response details. I’d like to understand the required parameters for constructing a bulk API request to import or update data in a table using Deluge. Any guidance on

        • Convert HTML to PDF & Send as Email Attachments in Zoho Creator (Deluge)

          This approach is useful for sending welcome letters, instructions, or promotional offers after order creation. // 1. Define the variables using the submitted input customerName = input.Customer_Name1; orderID = input.ID; customerEmail = input.Email_Address; //

        • Auto-fill New Row with Previous Row Values

          rowsize = input.Order_Items.count(); for each row1 in input.Order_Items { rowsize = rowsize - 1; if(rowsize == 1) { row.Door_Model = row1.Door_Model; row.Door_Color = row1.Door_Color; row.Materials = row1.Materials;

        • I am facing a problem with an if-else condition

          If I use if, else if, and else conditions in Deluge with the same variable name, sometimes the variable causes an error because the same variable name is present in every block

        • When I click on PDF/PRINT it makes the invoice half size

          When I click PDF / Print for my invoice in Zoho Books, the generated PDF appears at half size — everything is scaled down, including the logo, text, and layout. The content does not fill the page as it should. Could someone advise what causes Zoho Books

        • Python - code studio

          Hi, I see the code studio is "coming soon". We have some files that will require some more complex transformation, is this feature far off? It appears to have been released in Zoho Analytics already

        • API question - adding a thread to an existing ticket

          Hi Is there an API function for the customer to add to an existing ticket thread? example, customer puts in new support ticket. support replies and ask for more details. customer replies with more details -what api function is used for this (will add record append to same ticket number?) Thanks

        • search and Smart Bar both missing in Mail

          One of the users on my account does not have the search bar at the top right or the Smart Bar at the bottom left of the desktop Mail app. Any ideas how to get those back?

        • Why is Zoho Meeting quality so poor?

          I've just moved from Office 365 to Zoho Workplace and have been generally really positive about the new platform -- nicely integrated, nice GUI, good and easy-to-understand control and customisation, and at a reasonable price. However, what is going on

        • Next Page