Canada Q1 - 2025 Meetups

Canada Q1 - 2025 Meetups

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 ways to configure Zoho CRM, make your business processes more efficient, and deliver exceptional customer experiences. 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 aimed 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.

Register now for the city nearest to you: SAVE YOUR SEAT

Agenda for the Day

Session 1: Morning Session – Basics of Zoho CRM
Kickstart your morning with an interactive session designed for new users. Whether you're just getting started or need a refresher, this is the perfect opportunity to master Zoho CRM’s essentials.

Session 2: What’s New in Zoho CRM?
Dive into Zoho CRM’s major updates from 2024 and learn how to incorporate them into your workflows for better results.

Exclusive 1-on-1 Meetings with Zoho CRM Product Specialists
There is a addition to our regular meetups – exclusive one-on-one sessions with Zoho CRM product specialists!
Opportunity to connect directly with our experts, address your lingering queries, and receive personalized guidance tailored to your business needs.

Join Us for an Engaging Day of Learning and Networking! Add your questions as comments to this post, and don’t forget to register for the upcoming meetup.

Let’s kick off 2025 together with insights, learning, and community connections.

We can’t wait to see you there!




      • 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

        • # 2 Why do we need a billing system when accounting covers billing?

          In today's evolving financial tech stack, businesses use a mix of tools to manage their day-to-day operations, from invoicing to full-fledged accounting. While accounting platforms typically come with built-in invoicing features, specialized billing systems

        • How to insert an Excel/Zoho Sheet table in a chat?

          Hello, is there a way to paste an excel/zoho sheet table to a conversation without loosing table lines. I tried to paste a piece of a table and all the columns and rows were gone. How to easily paste a table without a need of sending a file? Katarzy

        • Mass Update Application Status

          How to update application statuses of Multiple Applications at once? Is that possible? If not then why please consider adding it It can save hours of manual work Thats the only Option I see

        • Free webinar: Streamlining customer service paperwork with the Zoho Sign extension for Zoho Desk

          Hi there! Wondering how to bridge the gap between digitized customer service and business paperwork? Attend our free webinar to learn how you can do this by connecting Zoho Sign, our digital signature app, with Zoho Desk, our online customer service help

        • Mail Search Not Working

          Hello, Mail search is not working at all. I've tried Chrome and Mozilla. I can try and search for an exact term, or even an email that is 1st in my email list. All search does is sit and spin, or it comes up with no results. I've also tried it on my android

        • Cannot Send Email to a Gmail Account

          Hello, I have a zoho-hosted email account, alex@chirochannelnetwork.com that has trouble sending to gmail accounts.  But not all gmail accounts, only some of them. I've tried to figure this out with clients, and they don't appear to be going into their

        • Unblock ME

          info@pentekykloi.gr Unable to send message;Reason:554 5.1.8 Email Outgoing Blocked. Learn more. I purchase additional storage

        • The Social Wall: July 2025

          Hello everyone! July has brought some exciting new updates to Zoho Social. From powerful enhancements in the Social Toolkit to new capabilities in the mobile app, we’ve packed this month with features designed to help you level up your social media presence.

        • Cannot Print Landscape with Zoho Sheet

          I am noticing that when using the Zoho Sheet desktop for Mac, that even when selecting landscape as the print option, once you choose "Print", a second system dialog opens that automatically makes the view portrait again, and does not allow printing in

        • Power of Automation : Enhancing custom date field calculations by excluding Weekends and Holidays

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

        • Stock count by bin location

          Is there a configuration to make a stock count by bin or area and not by product. these is useful to manage count by area Regards

        • Temporary Outage in Zoho Cliq Affecting US Users – July 23, 2025

          We experienced a service disruption in Zoho Cliq that impacted core functionality for users in the US region. The issue occurred between Jul 23, 2025, 06:54:00 PM IST and 07:13:13 PM IST, lasting approximately 19 minutes. To restore service stability,

        • portal.assignUserInProfile - Não esta adicionando

          Estou encontrando problema com este comando portal.assignUserInProfile Não esta incluindo o usuário no portal Alguém pode me dizer o que pode ser thisapp.portal.assignUserInProfile("teste@gmail.com","Customer");

        • CRM emails vs Campaigns

          Please help me understand this. I am having a difficult understanding of "Campaigns" sent through CRM (real emails) or Zoho One (blast "potentially junk" emails) This is what I currently think emails sent via CRM are "real" emails sent through linked real personal email accounts and therefore are more likely to get delivered.  We use this for critical updates for our "Approved " accounts and certain other preferred statuses emails via Campaigns are sent through the Zoho server (like MailChimp, Campaign

        • Setting up property management in Zoho Books

          Hi, I run a property management business that manages property complexes. There are multiple owners, some owning more than one property on the same complex. My role is to manage the fees they pay for maintenance of common areas, such as the swimming pool

        • Reverse proxy

          We have a web application in the creator platform. When I launch a particular DNS, I would like that DNS to redirect to the web page of the application in creator app. Has anyone achieved it and if yes, please share how to do it.

        • Still client need to download .exe?

          Hello, the client for use zoho assist need everytime download .exe file and launch it?

        • Splitting a ticket's entire thread

          Hi, When you split a ticket it only splits the individual reply that you clicked "Split as new ticket" on. Is it not possible to split the entire ticket thread from that point into the new ticket (every reply from the split point forward)? Or is there

        • Editing the text on the Help Center home page

          Is it possible to edit the "Welcome to Help Center" message anywhere? This one: We'd like to be able to tailor it a little more ourselves.

        • WHMCS for Zoho Flow

          Can we use WHMCS for Zoho flow?

        • Online meetings through Calendar Booking form with options

          This is great to see and particularly for those users who don't have Zoho BOOKINGS. The shame of it all though is that it could have been better. Why do we have to set up separate booking forms for each type of meeting and for each online conferencing

        • Agents permission per department

          Hi Team, can I setup permission for each agent what they can do in each department, for example I want account department agents to only have view access to support department tickets and not allowed to assign or reply to clients. I am sure this would

        • CRM notes

          I want to be able to add notes to a task that do not necessarily get rolled up into an account or contact.   For example, I tasks to work on a Court Order for John Doe divorce account.  There might be lots of updates (in the form of notes) that employees

        • Introducing parent-child ticketing in Zoho Desk [Early access]

          Hello Zoho Desk users! We have introduced the parent-child ticketing system to help customer service teams ensure efficient resolution of issues involving multiple, related tickets. You can now combine repetitive and interconnected tickets into parent-child

        • Function #8: Add additional charges to invoices

          Here goes one of the highly sought-after custom functions in Zoho Books. If you find yourself needing to apply additional charges to customers on their invoices (say credit card surcharges, or fuel charges applicable to customers from a certain region,

        • Alternative / optional Position

          How do you create an alternative position or an optional position (article) in offers?

        • جمود في الصفحة عند حفظ عمل

          عندما اقوم باضافة ايقونة الى صفحة النموذج تجمد الصفحة ولا تعمل وتصبح مثل المظلة احدث الصفحة لا تعمل انتظر قليلا لا تعمل اقوم بنسخ رابط الصفحة والصقه في الرابط فيعمل

        • ZOHO Books Canadian payroll Integration

          Hello, I know ZOHO books doesn't have Canadian payroll and I dont believe its coming anytime soon. My question is there a Canadian payroll software that could be integrated with Zoho Books? Thank you HD

        • Create a draft in reply to an email via Emails API

          Hi, I’d like to use the outgoing webhook to automatically create a draft reply to incoming mail. How can I use the Emails API to create a draft reply that is linked to an existing email thread? I couldn’t find the relevant method in the documentation.

        • Zoho Desk Time Tracking and the Salary Privacy Issue

          Hello colleagues, Just wondering if anyone did hit the same wall? In the Desk, when the agent-specific hourly rates are enabled (Zoho Desk → Setup → Time Tracking → Billing Preferences), these Time Entries are being displayed in the Ticket History tab.

        • How to Delete, Disable, or Remove Streams from the Mail App?

          Is there a way to remove Streams from the mail app sidebar? I get too many notifications, it doesn't add any value to Zoho's functionality (especially since you can just make comments inside an email), and is distracting. I do not want notifications/alerts

        • Delay in MX updates

          Hi, I set MX Records 12 hours ago, and I am receiving email normally, but I still get notification MX record is not pointing correctly. Error: The MX records of your domain is not yet pointed to Zoho Mail. Why there is a delay in detecting MX records,

        • Bigin iOS and macOS app update: Link email messages to pipeline records.

          Hello everyone! In the latest version of the Bigin iOS(v1.11.9) and macOS(1.8.9) app, we have brought in support for an option to link email to pipeline records. This helps you to view emails specific to a deal, especially when a contact is associated

        • make.com integration

          Just wondering if anyone on Zoho One account connecting apps to Make.com We're on Canadian server (.com) and when connecting to Make.com, it keeps having error of Invalid Client ID. I have contacted both Zoho and Make and both sides said it's not an error

        • Article Numbers for KB articles

          Hello, I was wondering if it's possible to turn on article numbers/ part numbering for KB articles. If this is not already a feature, we'd like to request it. Frequently a solution will require multiple articles so tracking which articles are referenced

        • Refund Request ,Zoho Mail Subscription (zoho suport is not replying)

          Hi Zoho Team, I recently subscribed to the Zoho Mail yearly plan, but after evaluating it, I found that the interface does not suit my workflow. I’ve already canceled the subscription from my end. As I’m well within your 30-day refund window, I’m requesting

        • File Encryption - Zoho Desk iOS app update

          Hello, Everyone! We have now introduced the 'File Encryption' option within the Zoho Desk app as part of the HIPAA Compliance. This option allows the user to encrypt the attachments within the Desk mobile app, which acts as an additional layer of security.

        • Data encryption - Zoho Desk iOS

          Hello, Everyone! In the recent iOS version(v2.8.23) of the Zoho Desk app, we have supported data encryption. As a part of HIPAA Compliance, the Zoho Desk mobile app now allow users to encrypt the Desk mobile database as an additional layer of security.

        • Notify Admin when a user forgets to check-in or check-out at the designated time.

          Hello, I would like notify the Admin via email when a user forgets to check-in or check-out at the designated time. What is the best way to setup this email notification?

        • Assistance Needed with Prospect Conversion Issue

          Hi, I attempted to convert a prospect to an account, but received a pop-up notification indicating that the contact information matches an existing contact. I selected the option to add it to the existing contact, but it appears the prospect was not successfully

        • Next Page