Zoho User Group in-person meetups - learn and discuss Zoho at a meetup in a city near you!

Zoho User Group in-person meetups - learn and discuss Zoho at a meetup in a city near you!



A big HELLO to the everyone in the Zoho Community!

Another great year, another set of new challenges and another set of vibrant goals are ahead of us.

We're starting the year off with the ZUG meetups for 2023 spread out globally. We're back again with our visits to engage with you in-person and take you through some Zoho services and features based on your requests. For this quarter, our team is bringing to you meetups covering exciting Zoho CRM integrations: from Zoho Books, to Zoho Campaigns, and the most requested Zoho Marketing Automations.  In addition we're going to discuss Zoho CRM reports and analytics, Blueprint's new enhancements, and much more.

If you're new around here, we're glad to welcome you to your Zoho User Group and your first meetup! The registration links for various regions are listed below, click on them and count yourself in. Apart from bringing you the newer integration topics, we're also eager to network with you all.

Meetups List & Registration Links:

USA

City
Date
Time
Link to Register
Miami ZUG
30th Jan
1:30 PM - 4:30 PM
Dallas ZUG
30th Jan
1:30 PM - 4:30 PM
Seattle ZUG
30th Jan
1:30 PM - 4:30 PM
Fort Lauderdale ZUG
1st Feb
9:30 AM - 12:30 PM
Austin ZUG
1st Feb
1:30 PM - 4:30 PM
Portland ZUG
1st Feb
9:30 AM - 12:30 PM
Tampa ZUG
3rd Feb
9:30 AM - 12:30 PM
Houston ZUG
3rd Feb
1:30 PM - 4:30 PM
Salt Lake City ZUG
3rd Feb
9:30 AM - 12:30 PM
Orlando ZUG
6th Feb
1:30 PM - 4:30 PM
New Orleans ZUG
6th Feb
11 AM - 1 PM
Boulder ZUG
6th Feb
1:30 PM - 3:30 PM
Jacksonville ZUG
8th Feb
9:30 AM - 12:30 PM
Birmingham, Alabama ZUG
8th Feb
11 AM - 1 PM
Denver ZUG
8th Feb
9:30 AM - 12:30 PM
Pensacola ZUG
9th Feb
1:30 PM - 3:30 PM
Atlanta ZUG
10th Feb
9:30 AM - 12:30 PM
Nashville ZUG
10th Feb
1:30 PM - 4:30 PM
Colorado Springs ZUG
10th Feb
10:30 AM - 12:30 PM
Greenville ZUG
13th Feb
10:30 AM - 12:30 PM
Sacramento ZUG
13th Feb
1:30 PM - 3:30 PM
Louisville ZUG
14th Feb
11 AM - 1 PM
Charlotte ZUG
15th Feb
9:30 AM - 12:30 PM
Cincinnati ZUG
15th Feb
11 AM - 1 PM
Pleasanton ZUG
15th Feb
9:30 AM - 12:30 PM
Columbus ZUG
16th Feb
11 AM - 1 PM
Raleigh ZUG
17th Feb
9:30 AM - 12:30 PM
San Francisco ZUG
17th Feb
10:30 AM - 12:30 PM
Indianapolis ZUG
21st Feb
1:30 PM - 4:30 PM
Richmond ZUG
22nd Feb
10:30 AM - 12:30 PM
Oakland ZUG
22nd Feb
10:30 AM - 12:30 PM
St. Louis ZUG
23rd Feb
11 AM - 1 PM
Fairfax ZUG
24th Feb
10:30 AM - 12:30 PM
San Jose ZUG
24th Feb
10:30 AM - 12:30 PM
Rockville ZUG
27th Feb
1:30 PM - 4:30 PM
Kansas City ZUG
27th Feb
11 AM - 1 PM
Las Vegas ZUG
27th Feb
1:30 PM - 4:30 PM
Wichita ZUG
28th Feb
11 AM - 1 PM
Baltimore ZUG
1st Mar
10:30 AM - 12:30 PM
Phoenix ZUG
1st Mar
9:30 AM - 12:30 PM
Minneapolis ZUG
2nd Mar
1:30 PM - 4:30 PM
Wilmington ZUG
3rd Mar
10:30 AM - 12:30 PM
San Diego ZUG
3rd Mar
9:30 AM - 12:30 PM
Philadelphia ZUG
6th Mar
1:30 PM - 4:30 PM
Irvine ZUG
6th Mar
1:30 PM - 4:30 PM
Cleveland ZUG
7th Mar
1:30 PM - 4:30 PM
Los Angeles ZUG
8th Mar
9:30 AM - 12:30 PM
Pittsburgh ZUG
8th Mar
10:30 AM - 12:30 PM
Detroit ZUG
9th Mar
1:30 PM - 4:30 PM
Jersey City ZUG
10th Mar
10:30 AM - 12:30 PM
New York City ZUG
13th Mar
1:30 PM - 4:30 PM
Milwaukee ZUG
14th Mar
1:30 PM - 4:30 PM
Boston ZUG
15th Mar
9:30 AM - 12:30 PM
Chicago ZUG
16th Mar
1:30 PM - 4:30 PM

India

City
Date
Time
Link to Register
Chennai ZUG
14th Feb
9:30 AM - 12:30 PM
Coimbatore ZUG
16th Feb
9:30 AM - 12:30 PM
Bengaluru ZUG
20th Feb
9:30 AM - 12:30 PM
Hyderabad ZUG
22nd Feb
9:30 AM - 12:30 PM
Pune ZUG
24th Feb
9:30 AM - 12:30 PM
Mumbai ZUG
27th Feb
9:30 AM - 12:30 PM
Surat ZUG
13th Mar
9:30 AM - 12:30 PM
Ahmedabad ZUG
15th Mar
9:30 AM - 12:30 PM
Jaipur ZUG
17th Mar
9:30 AM - 12:30 PM
New Delhi ZUG
20th Mar
9:30 AM - 12:30 PM
Gurugram ZUG
22nd Mar
9:30 AM - 12:30 PM
Kolkata ZUG
24th Mar
9:30 AM - 12:30 PM

ANZ

City
Date
Time
Link to Register
Auckland
7th Feb
9:30 AM - 12:30 PM
Christchurch
9th Feb
9:30 AM - 12:30 PM
Brisbane
14th Feb
9:30 AM - 12:30 PM
Sydney
16th Feb
9:30 AM - 12:30 PM
Melbourne
21st Feb
9:30 AM - 12:30 PM
Adelaide
23rd Feb
9:30 AM - 12:30 PM
Perth
28th Feb
9:30 AM - 12:30 PM

Below are the links for you to register for the meetups happening in regions not listed above.



Register for a meetup in your respective ZUG and post any questions you have as comments below.
Here's to having fun, vibrant, and insightful discussions and growing businesses together as a ZUG.

      • 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

        • text length in list report mobile/tablet

          Is there a way to make the full text of a text field appear in the list report on mobile and tablet? With custom layouts, the text is always truncated after a certain number of characters.
        • Zoho Creator customer portal limitation | Zoho One

          I'm asking you all for any feedback as to the logic or reasoning behind drastically limiting portal users when Zoho already meters based on number of records. I'm a single-seat, Zoho One Enterprise license holder. If my portal users are going to add records, wouldn't that increase revenue for Zoho as that is how Creator is monetized? Why limit my customer portal to only THREE external users when more users would equate to more records being entered into the database?!? (See help ticket reply below.)
        • Link Contacts to Billed Accounts

          Hello, I want to do a survey on all my customers of 2025. For that I want to select all contacts linked to accounts who where billed in 2025. How to I create this link to I can then use Zoho Survey with this database of contacts?
        • Export all of our manuals from Zoho Learn in one go

          Hi, I know there's a way to export manuals in Zoho Learn, but I want to export everything in one go so it won't take so long. I can't see a way to do this, can I get some assistance or is this a feature in the pipeline? Thanks, Hannah
        • Historical Sales Info - Blend with Finance Invoice Line Items, Access in CRM and Desk

          My company has been using Zoho One since 2021, with sales data going back through 2020. However, we have been in business much longer, and we have historical sales information that we want to have at our fingertips when talking with customers (usually
        • Pre-Zoho Sales Info - Best Way to Add to Desk / CRM

          My company has been using Zoho One since 2021, with sales data going back through 2020. However, we have been in business much longer, and we have historical sales information that we want to have at our fingertips when talking with customers (usually
        • Shift-Centric View for Assigning and Managing Shifts in Zoho People

          Hello Zoho People Product Team, Greetings and hope you are doing well. This feature request is related to Zoho People - please don't move it to zoho one! We would like to submit a feature request regarding the shift assignment and management view in Zoho
        • CRM function REST API response format

          Is there a way to control the JSON response returned by the CRM function REST API? If I call a function using either OAuth or an API key it returns a 200 OK response with a string in the format shown below. I am using a particular feature of an external
        • Using MPN across multiple SKUs and inventory tracking

          I have several different SKU's that share a common MPN and would like to track inventory by MPN. SKU1 has MPN1 assigned SKU2 has MPN1 assigned Here is an example If I start with 5 of MPN 1 in stock I want each SKU1 and SKU2 to show as 5 in stock, If I
        • Unable to Access Application:

          Whenever I try to access my application from the desktop, say I am editing it and want to test something in the desktop environment I get: An error has occurred. An internal error has occurred. Please check the URL , or try refreshing the page I can edit
        • Cannot see Application from Lookup field

          Hi all, I am trying to access data for an application on our account via a lookup field; however, the application doesn't appear in the dropdown at all. Can anyone shed any light on this, please? I have asked Zoho support; however, they're just as confused,
        • Cannot see correct DNS config for mail after moving domain to another provider

          I have moved my domain from one provider to another and after that zoho mail stopped working (expected). Problem is, zoho mail admin panel still shows (10 hours after move) that all records are correct while I haven't changed anything in my domain DNS
        • Zoho CRM Meetings Module Issues

          We have a use-case that is very common in today's world, but won't work in Zoho CRM. We have an SDR (Sales Development Rep) who makes many calls per day to Leads and Contacts, and schedules meetings for our primary Sales Reps. He does this by logging
        • Zoho Books integration sync from Zoho CRM does not work

          Hi Zoho Community & Zoho Support We just tried to get a sync some products into Zoho Books from CRM using the native sync and we're getting an error: "It looks like some mandatory fields you're trying to map are empty. Please provide valid field names
        • P & L Sub-categorized accounts

          How can I show sub-categorized Income and Expense accounts on the P & L report?
        • Report showing Bill Details with Project and Sales Invoice Number

          Hi There, I am hoping that someone can help, I am looking for report that can show the bill and expense details along with project its as assigned to and the invoice number that the sales has been raised in. The goal is I can filter a customer/project
        • Advanced Payment for Inventory Items with serial numbers

          Hello, We sell equipment that we track the unique serial numbers on using Sales Orders. We can charge the customers an advanced payment, then the balance on delivery. We cannot figure out a way to do this in Books/Inventory: - Cannot part invoice a SO
        • Is it possible to restrict ZCRM user to see only custom views created by administrator

          I have segmented data in my CRM and I want to allow different users to be able to see only parts of it based on some criteria. I've tried to create and share a custom view, but then there is always an option for user to see all open lead for example.
        • Issues Logging into ZOHO

          Hello, one of my coworkers is having issues logging into ZOHO, she has requested a code when entering and the email is correct but she has not received the code. can you help us with this?
        • Google Fonts Integration in Pagesense Popup Editor

          Hello Zoho Pagesense Team, We hope you're doing well. We’d like to submit a feature request to enhance Zoho Pagesense’s popup editor with Google Fonts support. Current Limitation: Currently, Pagesense offers a limited set of default fonts. Google Fonts
        • Add Popup Rejection Metrics to Reports

          Hello Zoho PageSense Team, We would like to request improved reporting for popup interactions. Current Limitation: PageSense currently provides conversion data, but there is no clear visibility into: Popup rejections Popup closes (✕ button clicks) Dismissals
        • Ability to Reset / Reinitialize Popup Cookies

          Hello Zoho PageSense Team, We would like to request the ability to manually reset popup cookies. Current Limitation: At the moment, it is not possible to initiate a new popup cookie from the our side. Visitors who rejected or closed a popup will not see
        • Control Popup Cookie Expiration Duration

          Hello Zoho PageSense Team, We would like to request an enhancement related to popup cookie management. Current Limitation: Currently, PageSense popup cookies remain active for 365 days, and this duration cannot be modified by us. If a visitor closes or
        • Clone / Export Popup Design Across PageSense Projects

          Hello Zoho PageSense Team, We hope you’re doing well. We would like to request an enhancement that allows popup designs to be reused across different PageSense projects. Problem Statement: Currently, Zoho PageSense allows popups to be duplicated only
        • Are there settings for hyperlinks?

          Clicking a hyperlinked cell in Sheet creates this little pop-up with the actual hyperlink inside. Is it possible to have a 1-click link where if you click the cell it opens the link directly with no pop-up?
        • Automatically include all ticket attachments in the ticket resolution email

          Hello Zoho Community, We are implementing Zoho Desk in a real customer-facing production environment and have run into a limitation that is becoming a blocking requirement for our clients. The problem When a ticket is closed or resolved, Zoho Desk sends
        • Finding text within a ticket: Expand All or Search this Ticket

          The auto-collapse feature within a ticket is nice for screen scrolling, however it makes it difficult to find text within the ticket if the email is collapsed. In fact you cannot find text if it is collapsed. I would like to propose a feature that allows
        • Books & Desk. Client mapping

          Hi, I’ve been using Zoho Books for several years and am now looking to improve my customer service. I'm experimenting with Zoho Desk and want to sync and map my client data from Zoho Books. However, it seems that mapping requires both contacts to have
        • String handling

          If I cut a currency string from a quote and try and paste it into the Deal "Amount", it will fail unless I manually delete any commas. Dollar signs are no problem, but comma's seem to fail. Please correct this Input Validation error.
        • Feature Request - Allow Customers To Pick Meeting Duration

          Hi Bookings Team, It would be great if there was an option to allow customers to pick a duration based on a max and minimum amount of time defined by me and in increments defined by me. For example, I have some slots which are available for customers
        • Support for Custom Fonts in Zoho Recruit Career Site and Candidate Portal

          Dear Zoho Recruit Team, I hope you're doing well. We would like to request the ability to use custom fonts in the Zoho Recruit Career Site and Candidate Portal. Currently only the default fonts (Roboto, Lato, and Montserrat) are available. While these
        • YouTube Live streaming? how to? Zoom has this feature, built-in. Can't find it on zoho meetings.

          YouTube Live streaming? how to? Zoom has this feature, built-in. Can't find it on zoho meetings.
        • Feature Request - A Way To Search Item Groups

          Hi Inventory Team, I can't find any way to filter or search by fields of Item Groups. It would be great to see that functionality added. I have a use case where a single product might come from 5 or more suppliers and each supplier's item is an Item in
        • Feature Reqeust - Include MPN In Selectable FIelds

          I have noticed that the MPN is not available to show in the list view of Items. Please consider adding it as EAN, UPC and ISBN are all available, so it doesn't make much sense to exclude this similar option. Thanks for considering my feedback.
        • Feature Request - Option To Hide Default System Fields on Items

          Hi Zoho Inventory Team, As far as I know it is not possible to hid some of the defult system fields on Items, such as UPC, MPN, EAN, ISBN. A good use case is that in many cases ISBN is not relevant and it would be an improved user experience if we could
        • Making an email campaign into a Template

          I used a Zoho Campaign Template to create an email. Now I want to use this email and make it a new template, but this seems to be not possible. Am I missing something?
        • Campaigns does not work!

          I am running into so many problems trying to use Zoho Campaigns, that I am seriously considering dropping the app from my (shrinking) list of Zoho applications I actually use. Apart from having to fight the software trying to create a design and email,
        • Feature Request - Make Available "Alias Name" Field In Item List View

          Hi Zoho Inventory Team, I have noticed that the "Alias Name" field does not appear on the list of selectable columns in the Customise Columns feature in the Items module. This would be very useful to see for businesses who are using the Alias Name field
        • Marketing Automation

          L.S. Marketing Automation is and has always been part of the Zoho One bundle - according to the information provided on the Zoho Website. Why when I open Marketing Automation do I get the following message?: "Your trial has expired. We hope you enjoyed
        • 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
        • Next Page