Europe In-person Zoho User Group Meetup - Q3

• Topic Participants

• Swetha Hariharan

  

• Javier

• Ishwarya SG

  

• 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

• Delivery Note Delivered item must be reduce in inventory stock

  When I create any Delivery note with product like mobile In our stock if it was 10 Unit I sold thru invoice, 4 unit And thru Delivery note, 2 Unit and I also change Delivery note status as delivered So in my stock it should display remaining 4 unit But write now it display 6 unit only. Please help me for that Because when I creating new invoice it display 6 unit in stock but actually in my physical stock its only 4. So I miss guide with stock display

• Adding bills from docs *** Internal Error ***

  Same internal errors in Chrome & Edge !

• How to start fresh after many years of using Zoho Books without deleting everything and creating a new organisation?

  Hi, I have used Books since 2016, but never reconciled with my bank account. I was thinking of trying to go back and fix that, but I don't just don't have the time it would take. Instead, I'd like back up my old records and start anew. What is the best

• Response time when adding customers to the database is increasing over time.

  Response time when adding customers to the ZoHo books database is increasing over time. The response time to retrieve a newly added customer is now 1.5 to 2 minutes. The database has approximately 2,000 customers. I think you need to reorganise the

• Excluded transactions in Banking

  Why are the payees not checked when 2 payments are for the same amount to avoid exclusion? If there are 2 ( or more ) payment amounts which are the same then they are automatically excluded, this should not happen unless the payee names are the same

• Loan and purchase

  My husband is lending me mobey to buy a vehicle intersst free ... I need to know how to record the cash receipt and how I pay it back... the money is for a vehicle do I just post the invoice for that as I normally would usung the loan money to pay for

• UK Registration for VAT with existing stock/inventory

  We have an existing inventory of stock and are investigating how to handle the conversion from a UK VAT unregistered company to a UK VAT registered company. Enabling VAT registered status looks extremely easy, but we cannot find any way within Books to

• Zoho Voice & Zoho Recruit/CRM

  Hello, I'd love to use Zoho Voice with Recruit and CRM but it would need something very important to me, that has been a game changer to my daily routine, like Calendly has been for scheduling interview. It's call transcription with AI. I'm using Noota

• Introducing Zia AI in Zoho Show

  AI is no longer a distant concept. It’s one of our everyday tools, from answering casual questions to generating critical business documents. And presentations are one area where AI can be especially helpful. At Zoho Show, we’ve been deliberate in how

• Plug Sample #10 - Simplify Ticket Management (Zoho Desk) with Chatbots

  Hi everyone! We're here with another simple yet effective plug for your chatbot to integrate with Zoho Desk. When a customer reports an issue/request during chat, it's logged as a ticket on Desk. When they return for updates, you end up searching through

• Trigger a field rule when Choice Availability reaches 0

  First of all, thanks for shipping the new Choice Availability counter. It solves the basic “stop over-booking” problem. What’s missing, though, is a way to react when an option is sold out. Right now we can only disable/hide the choice; we can’t fire

• Unattended Access on Android without Play Store

  I'm testing Zoho Assist for remote config and maintenance of our IoT devices. The devices are running Android 8.1 and do NOT have Google Play Store installed, nor can it be installed. I've been able to install Zoho Assist on the devices and load the enrollment

• Zoho People > Performance Management > Appraisal cycle

  Hello All I am using this 2 users to test out how it work on Performance Management User 1 - Reportee User 2 - Reporting Manager : Li Ting Haley User 1 : Self Appraisal Error How do i fix this error?

• What's New - June 2025 | Zoho Backstage

  Plans change. People cancel. Tickets get handed off. It happens, and we understand. As an organizer, you need tools that offer flexibility for attendees while protecting your event’s integrity. That’s why we’ve built features to help you manage these

• Include Article Sync Details in SalesIQ–Desk Integration Notification Email

  Dear Zoho SalesIQ Team, Greetings, We are using the integration between Zoho SalesIQ and Zoho Desk to sync articles from the Zoho Desk Knowledge Base into SalesIQ. As part of this integration, we receive the following email notification: "Your scheduled

• Sync Zoho Desk Help Center Category Icons to SalesIQ Articles

  Dear Zoho SalesIQ Team, Greetings, We are using the integration between Zoho SalesIQ and Zoho Desk to sync articles from our Zoho Desk Knowledge Base into SalesIQ. While this integration works well for syncing article content, we’ve noticed a visual inconsistency:

• Naming a Visitor in SalesIQ Messes up First and Last Name

  When I go to Visitor History to manually associate a visitor with a known contact, I press the pencil symbol next to the system-generated ID number. I enter first and last name, then email. Looks good so far. However, when it syncs with CRM, first name

• Partial Sync

  Hi, got an issue with syncing cards across windows app, web app and iphone app. If I create a card and add some text content then everything syncs across all platforms ok. If I create a card and add an attachment, be it pdf, jpg or movie then the card

• Related activity records for custom modules

  For default modules in CRM, whenever I create a task for a contact, the task also appears in the record for the parent account. How do I replicate this with custom modules? My specific situation is that I have a custom module as a child module to Accounts.

• Why Do My Portal Users Can't See Any Data in Reports

  In My zoho crm i have created a button automation which basically is it converts a quote into invoice and sales order , so initially when a person who is my app user submits a quotation form it goes into quote module and record is created and in each

• Introducing Zoho Commerce 2.0 — It's more than just selling!

  Hello! We are proud to launch Zoho Commerce 2.0, a reimagination of how online businesses look, feel, and function. This launch is both timely and symbolic, as we reaffirm our commitment to empowering small and medium enterprises with powerful, yet simple-to-use

• Product and Service

  Hi guys, there is a difference between layout of product and service if Long Description field have some kind of text. Please see screenshot 1 for Service here: https://prnt.sc/7xWwPKd29nWP for Product here: https://prnt.sc/LGmtVd_U6H7q As you can see

• Full Text Customization & Translation in SalesIQ Chat Widget Settings

  Dear Zoho SalesIQ Team, Greetings, We would like to request an important enhancement to the chat widget customization options in Zoho SalesIQ. Current Limitation: At the moment, only some of the text shown in the chat widget is editable or translatable

• Introducing prompt builder in Zoho CRM

  We’ve introduced a new way to put Zia’s generative AI to work—right where your teams need it most. With the all new prompt builder for custom buttons, you can create your own AI instructions to generate tailored content, suggestions, or summaries across

• Set File Upload fields as mandatory

  Currently the CRM for some reason lacks the ability to set a file upload field as mandatory So we have an issue We have a requirement that before a Deal stage is set as Deal is Won the member needs to upload a file Now for some weird reason in Zoho I

• Item Batch Creation/Updation

  I have a requirement to integrate a local system with Zoho Books. I need to create items in Zoho Books with batch tracking enabled, but I couldn't find a specific API for that in the Zoho Books API documentation. Is there a dedicated API endpoint to create

• More context, fewer tabs: View lookup modules' data within a CRM Canvas page

  Hello everyone, How often do your users juggle multiple browser tabs just to piece together the full context of a record? This update can make their lives easier. You can now add lookup modules' fields to a Canvas detail view page and a Canvas list view

• Education Zoho User Group (ZUG) virtual meetup featuring Zoho Sign

  Hi there! The educational sector often faces the hassle of handling extensive paperwork, which leads to increased operational costs. A digital signature solution like Zoho Sign can help you modernize your processes, go fully digital, and seamlessly collect

• Troubleshooting Delays in Zoho CRM Automation Workflows for Lead Status Updates

  Dear Zoho Community, I am refining a sales pipeline in Zoho CRM, implemented in May 2025, to enhance efficiency for a small business managing client leads. While the CRM effectively tracks leads, I am encountering delays in automation workflows that update

• 📣 [Webinar] Spikra shows how businesses leverage Zoho Bookings to increase revenue

  [Webinar] Spikra shows how businesses leverage Zoho Bookings to increase revenue Hi all, Service-based businesses need to be on top of their client experience game to stay ahead. Spikra, one of our Advanced Zoho Partners, has been helping businesses deliver

• Kaizen #172 - Leveraging the 'crmAPIResponse' Object in Queries

  Hello everyone! Welcome back to another week of Kaizen! We released the Queries feature sometime back and hope you have tried it out. A little gist about this feature before we move on to our post. Zoho CRM's Queries feature enables dynamic data retrieval

• Kaizen #131 - Bulk Write for parent-child records using Scala SDK

  Hello and welcome back to this week's Kaizen! Last week, we discussed how to configure and initialize the Zoho CRM Scala SDK. This week, we will be exploring the Bulk Write API and its capabilities. Specifically, we will focus on executing bulk write

• transforming 1D tables to 2D and the other way round

  Does Dataprep have tools to convert 1D tables to 2D tables and the other way round? The actions that are commonly called "pivot" and "melt". What I mean is transitioning between these two kinds of table: 2D id ____ name ____ surname ____ age 00 ____ Matt

• 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

• How I Migrate data from one SharePoint Tenant to another

  I want to perform SharePoint tenant to tenant migration, but the problem is I don't know how to do so. I’ve heard about different SharePoint Migrator, but I’m not sure which one is the best for this type of migration. Any guidance would be really he

• Rebrand your CRM with the all-new custom domain mapping setup

  UPDATES TO THIS FEATURE! 19th Jan, 2024 — Custom domain mapping has been made available for portal users in Zoho One and CRM Plus. 23rd June, 2023 — Custom domain mapping has been made available for all users, in all DCs. Hello everyone! We are elated

• authentication

  We cannot connect via IMAP. We are receiving the following error: Error: You are yet to enable IMAP for your account. Please contact your administrator (Failure)

• Bad User: Authenticated but not connected

  Zoho CRM cannot send/receive emails and it appears as if it may be an api configuration change either via Zoho or MS. Does anyone have information on how to fix this error message? I am admin on all my accounts. Zoho and MS are blaming each other.

• Edit email address that appears on invoice

  Hi How do I change the email address that appears on invoices, it is showing the email address that i used to sign up to zoho with but I want to change it to another email address that we use for accounts. also is there a way to edit the position of a

• This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details

  Hello, Just signed up to ZOHO on a friend's recommendation. Got the TXT part (verified my domain), but whenever I try to add ANY user, I get the error: This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details I have emailed as well and writing here as well because when I searched, I saw many people faced the same issue and instead of email, they got a faster response here. My domain is: raisingreaderspk . com Hope this can be resolved.  Thank you

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