Q3 USA Zoho User Group (ZUG) Meetups: September to October 2024

• Topic Participants

• Swetha Hariharan

  

• 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,

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• Hotmail is STILL blocking the zoho mail IP

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• Pre-fill webforms in Recruit

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• 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

• Client Portal ZOHO ONE

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• Bug Causing Major Sync & SO Access Failures in Zoho POS

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• Add Zoho Forms to Zoho CRM Plus bundle

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• How to view CRM Sales Orders in Desk

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• Pricing Strategies: #3 Services never Stop with just Plans

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• Presenting ABM for Zoho CRM: Expand and retain your customers with precision

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• bulk edit records and run internal logic

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• WebDAV / FTP / SFTP protocols for syncing

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• Emails sent through Bigin are not posting in IMAP Sent folder

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• Possible for first Signer of Sign Form to specify the next signer in the sequence

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• BUG: Can't copy-paste data outside Sheet

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• Zoho CRM Community Digest - November 2025 | Part 1

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• Hidding/excluding specific picklist options from filter

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• Subforms to Capture Multi-Row Data in Job Sheets

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• 年内最後のユーザー向けイベント：5名限定！ 課題解決型ワークショップイベント Zoho ワークアウト開催のお知らせ (12/18)

  ANNOUNCEMENT 1 REPLY INSIGHTS ユーザーの皆さま、こんにちは。Zoho ユーザーコミュニティチームの中野です。 12月開催のZoho ワークアウトについてお知らせします。 今回はZoomにて、オンライン開催します。 参加登録はこちら（無料） https://us02web.zoom.us/meeting/register/QHn6kJAcRs-znJ1l5jk0ww ━━━━━━━━━━━━━━━━━━━━━━━━ Zoho ワークアウトとは？ Zoho ユーザー同士で交流しながら、サービスに関する疑問や不明点の解消を目的とした「Zoho

• Add "Fetch Composite Item" Action for Inventory

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• Adress Labels for sending of the oder und barcode

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• printing individual labels - Dymo LabelWriter

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• Zoho Creator for Agriculture

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• Custom Print Layout

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• Print View

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• Get Holiday ready with Zoho Mail's Offline mode

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• Zoho CRM Kiosk issues

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• Zoho Books emails suddenly going to Spam since 11 Nov 2025 (Gmail + now Outlook) — anyone else?

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• how to Solve Conflict Invoices in Zoho POS

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• Default Ticket View - Table?

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• Duplicate customers being created in Desk

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