Sector Spotlight July 2023: Connect, Learn, and Thrive!

Sector Spotlight July 2023: Connect, Learn, and Thrive!



Hello folks!
 
You might be aware of the several Zoho User Groups (ZUGs) created in the community as per the industry segmentation. We have currently eight such interest-based ZUGs active. In this post, I would like to update the community on the happenings in four out of these eight groups.
 

Small Business ZUG:

The Small Business Group has met virtually four times so far in 2023 to discuss various aspects of Zoho applications - email marketing, CRM automation, inventory management, and so on. The discussions have always been fueled by insights from group members like LaVerne Cox, Chris Kiadii, Thad Leingang, Nicole Collins, and more. 
 
Recently, the group discussed the Zoho Calendar feature and how it can be difficult for some to sync Zoho Calendar with their native calendars. Taking a cue from this discussion, we decided to talk about Zoho Calendar and Zoho Voice for our next virtual meet-up. 
 
The meetup is scheduled on 20th July and if this topic piques your interest, feel free to join us by registering for the meetup.
 
 

Education ZUG:

The benefits of email marketing (Zoho Campaigns) and customizing templated applications to fit the needs of educational institutes (Zoho Creator) were the topics that the Education group had the chance to discuss.

The group is on stand-by as we're excited to bring our next meetup to them. Scheduled on the 25th of July, we'll have folks from Zoho Projects to help us implement project management software in educational settings.

If your calendar allows it, consider joining us for the meetup. We'd love to hear your thoughts and ideas.

 

Tourism ZUG:

The Tourism Group actively participated in two meetups where they discussed: 1. Customer data management on a CRM and 2. Engaging with prospects and customers via email marketing campaigns. 
 
Thanks to the suggestions from group members Ariel, Donnetta, Basil, Betsy, and more, we put together these meetups for others to benefit from. The next leg of these meetups will begin on the 26th of July with the topic of interest being Zoho SalesIQ.
 
These free virtual meetups provide an avenue for you to engage with experts from Zoho and interact with peers. If you're from the tourism industry, feel free to join us in our discussion.
 
 

Healthcare ZUG:

Earlier this year, the healthcare group met to discuss digital signatures (Zoho Sign) and online appointment booking (Zoho Bookings). The group is set to meet again on the 27th of July, and this time to discuss Zoho Creator.
 
During our discussion on Zoho Bookings, an intriguing topic emerged. It was regarding the utilization of scheduling software by clinics providing ultrasound scans for pregnant women. We brainstormed some workarounds and engaged in a thorough discussion on the subject.
 
So, if you are stuck with a hyper-specific requirement that needs a more than just generic software, consider joining us virtually for our next meetup.
 
 

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 sufficient interest, we will be happy to arrange 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 CRM IP Addresses to Whitelist

          We were told to whitelist IP addresses from Zoho CRM.  (CRM, not Zoho Mail.) What is the current list of IP Addresses to whitelist for outbound mail? Is there a website where these IP addresses are published and updated?  Everything I could find is over
        • How to create a drop down menu in Zoho Sheets

          I am trying to find out, how do I create a drop down option in Zoho sheet. I tried Data--> Data Validation --> Criteria --> Text  --> Contains. But that is not working, is there any other way to do it.  Thanks in Advance.
        • Introducing Keyboard Shortcuts for Zoho CRM

          Dear Customers, We're happy to introduce keyboard shortcuts for Zoho CRM features! Until now, you might have been navigating to modules manually using the mouse, and at times, it could be tedious, especially when you had to search for specific modules
        • Zoho CRM's custom views are now deployable from sandboxes

          This feature is now available for users in the AU, JP, and CN DCs. This feature is now available for users in CA and SA DCs. New update: This feature is now available for users in all DCs. Hello everyone, We're excited to announce that you can now deploy
        • Where are Kanban swimlanes

          So i've been playing with Zoho Projects Kanban view a bit more. It appears that task lists are being used as the Kanban columns, which makes sense from the implementation point of view but not the logical one.  Kanban columns are statuses that a task can flow through, while a task list has been a logical way to organize related tasks and relate them to a mislestone. In other words a task in a particular task can go through several stages while remaining in the same task list. After doing some research
        • Send Automated WhatsApp Messages and Leverage the Improved WhatsApp Templates

          Greetings, I hope all of you are doing well. We're excited to announce a major upgrade to Bigin's WhatsApp integration that brings more flexibility, interactivity, and automation to your customer messaging. WhatsApp message automation You can now use
        • Scheduling Calls in CommandCenter / Blueprints

          I would love it if you could add a function to schedule a call in the lead's record for a future date. I know you can add a Task by going to Instant Actions > Task and completing the form: These tasks go into the lead's record under Open Actions. But
        • Zoho One - Syncing Merchants and Vendors Between Zoho Expense and Zoho Books

          Hi, I'm exploring the features of Zoho One under the trial subscription and have encountered an issue with syncing Merchant information between Zoho Expense and Zoho Books. While utilizing Zoho Expense to capture receipts, I noticed that when I submit
        • Limit in number of records for subforms and multi-select lookup fields

          It is my understanding that a maximum of 100 items can be selected in a multi-select lookup field, and that a total of 200 items can be selected in total between both subforms in a given module.  Are there any ways to work around this limitation if we
        • Kaizen #136 - Zoho CRM Widgets using ReactJS

          Hey there! Welcome back to yet another insightful post in our Kaizen series! In this post, let's explore how to use ReactJS for Zoho CRM widgets. We will utilize the sample widget from one of our previous posts - Geocoding Leads' Addresses in ZOHO CRM
        • Getting Permission denied to access this portal.

          We have one user that can't login to projects even though access has been granted. This user can login to accounts.zoho.com but when login to https://projects.zoho.com/portals.do we get this error: Unauthorized login to this portal Permission denied to access this portal. Check your portal URL again. Sometimes we also get "server too busy". We have tried killing sessions (in accounts.zoho.com) and we have deleted cookies; and tried different computers and still the same problem. All others use can
        • Marketing Tip #1: Optimize item titles for SEO

          Your item title is the first thing both Google and shoppers notice. Instead of a generic “Leather Bag,” go for something detailed like “Handcrafted Leather Laptop Bag – Durable & Stylish.” This helps your items rank better in search results and instantly
        • Does Zoho Docs have a Line Number function ?

          Hi, when collaborating with coding tasks, I need an online real time share document that shows line numbers. Does Zoho's docs offer this feature ? If yes, how can I show them ? Regards, Frank
        • Setting Default Views for Custom, List and Detail Views

          Hey, Is it possible to set a default custom view, list view and detail view for a module for every user? We are onboarding a lot of non technical people that struggle with these things. Setting the views as default would really help. Btw: also setting
        • Custom function return type

          Hi, How do I create a custom deluge function in Zoho CRM that returns a string? e.g. Setup->Workflow->Custom Functions->Configure->Write own During create or edit of the function I don't see a way to change the default 'void' to anything else. Adding
        • Filter Based API request in Zoho Books using POSTMAN

          How do I GET only specified CONTACTS based on created time or modified time in Zoho Books using POSTMAN. In the api documentation, it is written we can apply filters but I need a sample request.
        • URL validation

          We use an internal intranet site which has a short DNS name which Zoho CRM will not accept.   When attempting to update the field it says "Please enter a valid URL". The URL I am trying to set is http://intranet/pm/ Our intranet is not currently setup with a full DNS name and given the amount of links using the shortname probably isn't a feasible change for us.
        • Has anyone been experiencing slow issues?

          Dear all, I just want to ask if anyone has been experiencing slow issues with Zoho Creator in the past two weeks? I worked with the ISP to improve network quality by changing routes and upgrading bandwidth, but nothing changed. I am in Vietnam.
        • Zoho Projects Roadshows 2025 - USA

          Dear Users, After an amazing response to our roadshows in 2024, we are excited to be back for the second year in a row! Join our team of experts as they walk you through the most-used features in Zoho Projects, explore powerful automation capabilities,
        • Billing Management: #6 Usage Billing in SaaS

          Imagine a customer shuffling across multiple subscriptions, a streaming service, a music app, cloud storage, and a design tool. Each one charges a flat monthly fee, regardless of how much or how little they use. Some months, the customer barely opens
        • Is there anyone who has been experiencing issues regarding the Zoho Creator Certification Website in the past 2 weeks?

          Dear all , I just wanted to ask is there anyone who was planning on taking the Zoho Creator Developer Certification Test in the past 2 weeks and have been facing errors stating that the website is under maintennance and also not allowed to access the
        • Directly Edit, Filter, and Sort Subforms on the Details Page

          Hello everyone, As you know, subforms allow you to associate multiple line items with a single record, greatly enhancing your data organization. For example, a sales order subform neatly lists all products, their quantities, amounts, and other relevant
        • GST Slabs Redefined: Stay Compliant Using Zoho Books!

          Hello Everyone! The Government of India is rolling out new GST rates, a major reform aimed at simplifying the current tax structure starting 22 September 2025. GST will move from four slabs (5%, 12%, 18%, 28%) to two main slabs (5% and 18%), plus a special
        • Allow syncing Activities from other applications

          Marketing Automation could be a much more powerful platform if you were able to sync activities into the platform (e.g. purchase, donation, etc) outside of a user doing something on your website. I'd love it if you could sync Custom CRM Modules as activities,
        • Create static subforms in Zoho CRM: streamline data entry with pre-defined values

          Last modified on (9 July, 2025): This feature was available in early access and is currently being rolled out to customers in phases. Currently available for users in the the AU, CA, and SA DCs. It will be enabled for the remaining DCs in the next couple
        • 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.
        • Introducing Profile Summary: Faster Candidate Insights with Zia

          We’re excited to launch Profile Summary, a powerful new feature in Zoho Recruit that transforms how you review candidate profiles. What used to take minutes of resume scanning can now be assessed in seconds—thanks to Zia. A Quick Example Say you’re hiring
        • Integración Books para cumplir la ley Crea y Crece y Ley Antifraude (VeriFactu)

          Hola: En principio, en julio de 2025, entra en vigor la ley Crea y Crece y Ley Antifraude (VeriFactu). ¿Sabéis si Zoho va a cumplir con la ley para cumplir con la facturación electrónica conectada a Hacienda? Gracias
        • Ask the Experts #1

          Hello everyone! It’s time to transform how you manage projects. Define the processes. Automate the tasks. Streamline the workflows. Let us dive into automation in Zoho Projects — from configuring workflows and custom functions to building triggers, using
        • How to overcome Zoho Deluge's time limit?

          I have built a function according to the following scheme: pages = {1,2,3,4,5,6,7,8,9,10}; for each page in pages { entriesPerPage = zoho.crm.getRecords("Accounts",page,200); for each entry in entriesPerPage { … } } Unfortunately, we have too many entries
        • Zoho Sheet - Printing - Page Breaks and Printing Customization

          I think the title is descriptive enough in that I cannot find help documentation on a simple task of adding in page brakes for separating pages on print. Thanks
        • Checking if Creator has Change History

          Like zForms - whenever an entry was updated there's an option to attached change history to email notif. Trigger -> Successful form submission
        • Zoho sites header

          Good day, Im stuck with this situation. I choose a template for my website creation. I have tweaked every instance of the visual editor, regarding the header, I have created created customize fonts presets... I have followed every single step. and my
        • Your bot just got smarter: AI-Powered routing that reads between the lines

          What if your bot could tell the difference? Between a visitor who just needs a quick answer, someone actively comparing options, and a frustrated customer one click away from leaving? Most bots can't. They deliver the same response to everyone, missing
        • Unable to create embed code for resource of workdrive using API

          Hello Team, I am trying to create embed code for a resource using workdrive api in powershell, however facing some issues with injecting data in body. Followed Doc: https://workdrive.zoho.com/apidocs/v1/filefoldersharing/shareeveryone Please help, below
        • how to use validation rules in subform

          Is it possible to use validation rules for subforms? I tried the following code: entityMap = crmAPIRequest.toMap().get("record"); sum = 0; direct_billing = entityMap.get("direct_billing_details"); response = Map(); for each i in direct_billing { if(i.get("type")
        • Adding contact role to a specific deal js sdk malfunctioning

          i was trying to add the contact role to a specific deal contact but repeatedly i am getting this error: { "code": "SUCCESS", "details": { "statusMessage": { "code": "INVALID_DATA", "details": { "expected_data_type": "jsonobject" }, "message": "body",
        • Q3 Updates from Bigin!

          Hey Biginners, Hope you’re doing great! As we approach the end of 2025, we truly hope Bigin has been a part of helping you build your dream business this year! We've been busy working behind the scenes to bring you features that make running your business
        • New Series Announcement - Ecommerce Marketing Tips

          Running an online business is more than just having a website. It’s about getting the right customers to discover you, trust you, and keep coming back. To support your growth journey, we’re launching a weekly Marketing Tips series right here on Zoho Commerce
        • Client Script | Update - Introducing Subform Events and Actions

          Are you making the most of your subforms in Zoho CRM? Do you wish you could automate subform interactions and enhance user experience effortlessly? What if you had Client APIs and events specifically designed for subforms? We are thrilled to introduce
        • Next Page