Q4 Europe In-person Zoho User Group Meetup: Streamlining Your Business Processes & Introduction to Zoho CRM for Everyone

• Topic Participants

• Swetha Hariharan

  

• Javier

• Ishwarya SG

  

• Sticky Posts

• Zoho CRM Community Digest - March 2026 | Part 1

  Hello Everyone! March kicked off with a strong mix of AI-driven enhancements, smarter data handling, and practical workflow improvements across Zoho CRM. From leveraging Zia for automated communication to optimizing cross-platform data retrieval, this

• Zoho CRM Community Digest - February 2026 | Part 2

  In this edition, we’re highlighting a few more product enhancements, along with some helpful community discussions that explore everyday CRM scenarios from automating reminders and managing lead outreach to making the most of APIs and client scripts.

• 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,

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• Creating packages according to actual shipping processes

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• Lead Entry Strategy

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• Email templates for estimates

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• Kaizen #78 : How to disable clone record?

  Hello everyone! Welcome back to another interesting Kaizen post. In this post, let us discuss a workaround solution for the use case - How to disable clone record for a user. Requirement Consider that you want to disable the clone option for the Deals

• Mail bounces due to bad reputation

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  Zoho Cliq handles sharing of Custom OAuth Connections that require individual user logins.

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• Related Lists in Email Templates

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• Error when subscribing to any iCal feed in Group Calendar

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• Prefered Bin Missing in android APP

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• Sessions

  When we close the POS Session the closing balance should be the opening balance of next session. But this auto fetching is not happening. When we do cash out for depositing cash to bank account it is recording as expenses (office supplied) in our zoho

• Re: Application Architecture in Zoho Creator — A Platform-Specific Deep Dive

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• Marketer's Space: Bookmarks by Zoho Campaigns

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• Zoho Commerce in multiple languages

  When will you be able to offer Zoho Commerce in more languages? We sell in multiple markets and want to be able to offer a local version of our webshop. What does the roadmap look like?

• Enhanced Collaboration and Global Web Tabs

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• test environment

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• Zoho Analytics: Clarification on Email Schedule Limits in Basic Plan

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• Exporting All Custom Functions in ZohoCRM

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• Cliq iOS can't see shared screen

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• Plug Sample #15 - Enable Human-Like, Contextual Interactions in SalesIQ with Zia Agents

  Zia Agents are conversational AI assistants designed to understand user intent and respond intelligently, helping businesses automate conversations and offer personalized support at scale. While Zia Agents are yet to be publicly released, access is currently

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  Hello there, I am facing the following challenge. I would like to provide a standardised view for all agents. This view should not be editable by the user. It would be nice for the users if the tickets were divided into columns (like prio work mode).

• Mapping a new Ticket in Zoho Desk to an Account or Deal in Zoho CRM manually

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• Create a Custom view that displays the current signed on support reps Tickets

  Is there a way to create a custom view that has criteria that says Ticket Owner = [Current Signed on Support rep]?

• Trying to validate user's age through DoB

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• Zoho Desk - Trial Extension Error - Insufficient Privileges to perform this operation. Contact your Administrator.

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• What's new in Zoho Social - Q1 recap

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