Track online, in-office, and client location meetings separately with the new meeting venue option

Track online, in-office, and client location meetings separately with the new meeting venue option

Hello everyone!

We’re excited to announce meeting enhancements in Zoho CRM that bring more clarity and structure to how meetings are categorized. You can now specify the meeting venue to clearly indicate whether a meeting is being held online, at the client’s location, or in your office.

Previously, meetings could be created by entering a name, specifying a location, marking them as online with a checkbox, and setting the date and time. While this offered flexibility, it didn’t provide a consistent way to classify meetings based on where they take place.

With this enhancement, you can now use the meeting venue field to categorize meetings explicitly—making it easier to organize, filter, and report on meetings based on where they’re held.
  • Online: For when the meeting is conducted online via any of the integrated providers (for example, Zoho Meeting or Zoom)

  • Client location: For when the meeting is conducted at a location preferred by you and your client (the client's office, a common place, etc.)

  • In-office: For when the meeting is held at your office location


Meeting venue

The new meeting venue field is a picklist with three options—online, client location, and in-office—that users can choose from while creating a meeting.



If the meeting venue is set to client location or in-office, you can:
    1. Mention the location of the meeting.

    2. Check the box if it's an all-day meeting.

    3. Specify if the meeting should repeat.

In online meetings, the provider field lets you select the online meeting provider from the given options.
All day, location, and repeat fields will not be available once the meeting venue is set to online.

Based on your business processes, you can remove any of the three available options for meeting venue. For instance, if your organization doesn't conduct online meetings, you can simply remove it from the options. The provider field will also be removed from the meeting layout automatically.

 

Similarly, if you don't require the options for in-person meetings, you can remove client location or in-office options, and the location field will also be removed.

 

You can add the options back from the list of unused fields at any time.


 However, please note that you cannot add additional options for the meeting venue field.


The preferences tab

For the convenience of setting up the online meeting providers, we've introduced the Preferences tab in the modules and fields section of the Meetings module. Admins will be able to enable and disable meeting providers for their organizations here, without needing to navigate to the Marketplace. Once a provider is added, users need to authorize their accounts before they can host meetings with the new provider.

 


Alert

Notes:

  • In automation areas, such as blueprints and workflows, the meeting creation action will be client location by default.

  • If you have created a Calendar booking for offline meetings, they'll be client location meetings, and online meetings will remain online.

Resources: Help Documentation 

Thanks!

Nizamuddin
Notes
P.S. These enhancements are currently available for all users across all DCs.

      Zoho Campaigns Resources


        • Desk Community Learning Series


        • Digest


        • Functions


        • Meetups


        • Kbase


        • Resources


        • Glossary


        • Desk Marketplace


        • MVP Corner


        • Word of the Day


        • Ask the Experts


          Zoho CRM Plus Resources

            Zoho Books Resources


              Zoho Subscriptions Resources

                Zoho Projects Resources


                  Zoho Sprints Resources


                    Zoho Orchestly Resources


                      Zoho Creator Resources


                        Zoho WorkDrive Resources



                          Zoho CRM Resources

                          • CRM Community Learning Series

                            CRM Community Learning Series


                          • Tips

                            Tips

                          • Functions

                            Functions

                          • Meetups

                            Meetups

                          • Kbase

                            Kbase

                          • Resources

                            Resources

                          • Digest

                            Digest

                          • CRM Marketplace

                            CRM Marketplace

                          • MVP Corner

                            MVP Corner




                            Zoho Writer Writer

                            Get Started. Write Away!

                            Writer is a powerful online word processor, designed for collaborative work.

                              Zoho CRM コンテンツ






                                ご検討中の方

                                  • Recent Topics

                                  • Unify Overlapping Functionalities Across Zoho Products

                                    Hi Zoho One Team, We would like to raise a concern about the current overlap of core functionalities across various Zoho applications. While Zoho offers a rich suite of tools, many applications include similar or identical features—such as shift management,
                                  • Zoho Desk Domain mapping / Cloudflare CNAME not recognized

                                    Hello, my website is behind Cloudflare and SSL. From the Cloudflare control panel I added a CNAME record such as support.mydomain.com pointing to desk.cs.zohohost.com but I'm stuck with the message "Make sure you've mapped the CNAME entry..."
                                  • Power of Automation :: Quick way to associate your Projects with Zoho CRM

                                    A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate complex tasks and
                                  • Create an Eye-Catching Announcement Widget for Your Help Center

                                    Hello Everyone! In this week’s edition, let’s explore how to keep your customers updated with exciting news in the Help Center. See how ZylkerMobile wowed their customers by bringing updates right to their portal. ZylkerMobile, the renowned brand for
                                  • I want to add my other zoho account in same pc

                                    why does zoho restrict me doing many things as i also want to add my second mail account bit its not allowing me to do that
                                  • Search in Zoho Community Not Working

                                    I realize this is a bit of a meta topic, but the search for the various Zoho Communities appears to not be working. I'm under the impression that they run on some version of the Zoho Desk platform, so I'm posting this here.
                                  • Capture Stripe’s Customer ID

                                    Does anyone know of a way to capture Stripe’s customer ID that is created when the form/payment is processed? I would like to have the customer ID stored in our CRM so we could utilize in some custom functions down the road.
                                  • Custom Modules - Where are Comments??

                                    In the standard ticket module and in the tasks module, we have an interactive comment box that we can post important details/notes and can tag others if needed. Where is this functionality for Custom Modules? Ideally, custom modules would have very similar,
                                  • Dynamic Signature - Record owner

                                    Hi everyone, I’m using Zoho Writer merge templates from Zoho CRM and have two questions: Owner signature: How can I automatically insert the CRM record owner’s signature in the merged document? I’m not sure where this signature is stored or how to reference
                                  • PUNJAB NATIONAL BANK (CORPORATE) INDIA - NOT AVAILABLE IN BANKING

                                    Dear sir, Kindly fix it. PUNJAB NATIONAL BANK (INDIA) is available but PUNJAB NATIONAL BANK (CORPORATE) is not available. Kindly enable this banking since we need to categorize the entries. Regards, Sanjay Jena email id/ user id : travewithmerchant@
                                  • Amazon invoice in Zoho Books

                                    I have just made my first few sales on Amazon India. Amazon Seller account generates invoices for the sales made on Amazon. These invoices are sent to customers also. Now when I was only making offline sales, I used to create Invoices in Zoho Book. Now
                                  • CUSTOM FUNCTION GIVE ERROR #EVAL!

                                    CUSTEM FUNCTION CREATE KYA ZOHOSHEET ME US FUNCTION KO USE KIYA LEKIN DATA TO SAHI HAI LAKIN DATA SHEET ME NAHI LAG LAHA HAI KRUPYA SOLVE KARE MY CODE IS float ADDTWO_TWO(float NO1, float NO2) { ADD = NO1 + NO2; return ADD; }
                                  • Zoho ShowTime: Certificates of Completion - Award your learners with a sense of achievement

                                    In our increasingly competitive market, professional trainers need to differentiate themselves if they are to survive. One way to do this is to focus on innovation and deliver an ideal learning experience. By developing a renowned certificate program that provides learners with a specialized skill set for a particular industry, both trainees and future prospects will recognize the trainer's leadership in that field. This can help with long-term growth, revenue generation, and even marketing and branding.
                                  • IMAP Migration from Gmail

                                    I have been trying to import my email from a Gmail server and keep receiving the following error. I have reduced the security, activated imap and no improvement. The link to the Google support item has not helped. Unable to connect to your account. Please
                                  • Your Incoming has been blocked and the emails will not be fetched in your Zoho account and POP Accounts Click here to get unblocked.

                                    When entering my account, this error is thrown at me, and I deleted a good part of my deleted messages, but I still can not unblock it, I would appreciate your help. reservas@lineasperutravel.com
                                  • Request for Creating Multiple Email Accounts on One Mobile Number

                                    Dear Zoho Team, I am planning to shift all my work-related communication to Zoho Mail because of its reliability and features. For my work, I need to create 3–4 separate email accounts for different purposes. Could you please confirm if it is possible
                                  • Signature issue

                                    Problem: The signature does not appear when replying or forwarding an email. solve issue: settintgs/Signature Check option place a signature above the content with quotation marks
                                  • mail admin not loading

                                    i am trying to login to mailadmin ... gears keeps rotating forever... its not a password issue whats so ever ... not cookies issues whatsoever from android app i can login but there so few things to do from there .. i changed ip address the same... i
                                  • Unify All Zoho Video Meeting Experiences into One Standardized Platform

                                    Hi Zoho Team, We would like to share an important user experience concern regarding the current state of video meeting functionality across the Zoho ecosystem. The Problem Within Zoho, there are multiple ways to initiate or schedule a video meeting: Zoho
                                  • Changing Account in Quote form does not update address information.

                                    I am trying to update the address information in a quote I've created. I corrected the address in the "Account" but that did not change in the quote. If I re-enter the Account Name in the Quote form, nothing updates. How do I fix this?
                                  • Zoho One Backup of entire account

                                    Hello, When using Zoho one is there a way to backup your entire account of all apps that you are using \ activively using in a single step or do you have to backup each applications data individually? Thanks,
                                  • ZIA in Zoho Cliq

                                    Is It possible to use the ZIA feature from Zoho Analytics in the Zoho Cliq?
                                  • Issue with “CC” and “Subject Details” of the initial mail when reply / replied all / forward using Zoho Mail Client (Desktop / Web Mail / Mobile App)

                                    It is observed that when I reply / reply all / forward a mail using Zoho Mail Client (Desktop / Web Mail / Mobile App), the “CC” and “Subject Details” are omitted from the mail which was replied/forwarded. However this is not the case with outlook mail
                                  • Unable to send Emails - 452 4.3.1 Temporary System Error

                                    Whene ever i request smtp server to send the email (without attachment). i recieve error "452 4.3.1 Temporary System Error"
                                  • I can't receive email

                                    I cannot receive any email sent to my Zoho email after the free upgrade plan trial is finished.
                                  • Help for the alisa adding

                                    Sorry, I would like to add a paypal alias on my domain email address. However, the system blocked it. How can I do it?
                                  • Problem with Writer and Workdrive

                                    Hi team, I’m the super admin for our Zoho One org. WorkDrive is active, and Zoho Docs is deprecated for our org. However, Zoho Writer cannot connect to WorkDrive at all — we’ve cleared cache, tried incognito, and restarted several times. I was able to
                                  • Lite plan attachment said 250mb but actually 25mb ?

                                    Lite plan attachment said 250mb but actually 25mb ? I can't attach over 25mb files, and can't receive mails has attached files over 25mb too
                                  • Zoho Books | Product updates | August 2025

                                    Hello users, We’ve rolled out new features and enhancements in Zoho Books. From the right sidebar where you can manage all your widgets, to integrating Zoho Payments feeds in Zoho Books, explore the updates designed to enhance your bookkeeping experience.
                                  • Constant color of a legend value

                                    It would be nice if we can set a constant color/pattern to a value when creating a chart. We would often use the same value in different graph options and I always have to copy the color that we've set to a certain value from a previous graph to make
                                  • Can no longer export as pdf

                                    In NOTEBOOK I am no longer able to export notes to pdfs as I used to be able to. When I hit that command it asks where I want to send it, but no matter what I chose there is no pdf attachment that shows up in order to send. Nothing happens.
                                  • Option to Customize Career Site URL Without “/jobs/Careers”

                                    Dear Zoho Recruit Team, I hope you are doing well. We would like to request an enhancement to the Career Site URL structure in Zoho Recruit. In the old version of the career site, our URL was simply: 👉 https://jobs.domain.com However, after moving to
                                  • Old vs New Value for Deleted Lookup Values

                                    Suppose the following scenario, where a value in a lookup is deleted: 1. User has countries form 2. Form A has a lookup to countries form 3. User selects Italy in Form A and saves it with the Italy ID 4. Form A report shows Italy 5. Italy is inadvertently
                                  • Desktop app doesn't support notecards created on Android

                                    Hi, Does anybody have same problem? Some of last notecards created on Android app (v. 6.6) doesn't show in desktop app (v. 3.5.5). I see these note cards but whith they appear with exclamation mark in yellow triangle (see screenshot) and when I try to
                                  • customize payment page

                                    Is there a way to customize, other than the theme colour, the payment page that customers are taken to from invoices? I can't seem to find a way. I just don't like the formatting of the current page and would like to make it look better. I've looked at
                                  • Are Environments Worth It?

                                    In concept, Environments in ZC is a great idea. I think the flow is pretty smart when you compare it to GitHub, especially for a low code audience. However, in practice, I've found it to be unpredictable, and I've only used it a few times. Aside from
                                  • Enhanced duplicate check for Leads in CRM

                                    Hello Everyone, We are excited to announce that you can now check for duplicate entries in leads by comparing them with similar records in the Contacts Module. Previously, when you added a lead, only the converted leads were checked for duplicates. This
                                  • Pause(1);

                                    I'm using scheduler to invoke an interaction via http post with an external service. The schedule code uses a for-each loop that runs so fast my external application's log files get messed-up (they are named by date-time stamp). What I'm suggesting is
                                  • Integration Request: Elementor

                                    Integrating Zoho CRM forms with Elementor, the most popular page builder on Wordpress, would be great. I use it for our site, goenergylink.com, and I have had to use Zapier webhooks to be able to connect it with Elementor. The one issue I have run into
                                  • Vertical images displayed as horizontal

                                    Some pictures that originally are in vertical position are displayed in horizontal after the upload. It seems that system rotates them by 90 degrees. How can I fix this issue?
                                  • Next Page