Sector Spotlight July 2023: Connect, Learn, and Thrive!

Sector Spotlight July 2023: Connect, Learn, and Thrive!



Hello folks!
 
You might be aware of the several Zoho User Groups (ZUGs) created in the community as per the industry segmentation. We have currently eight such interest-based ZUGs active. In this post, I would like to update the community on the happenings in four out of these eight groups.
 

Small Business ZUG:

The Small Business Group has met virtually four times so far in 2023 to discuss various aspects of Zoho applications - email marketing, CRM automation, inventory management, and so on. The discussions have always been fueled by insights from group members like LaVerne Cox, Chris Kiadii, Thad Leingang, Nicole Collins, and more. 
 
Recently, the group discussed the Zoho Calendar feature and how it can be difficult for some to sync Zoho Calendar with their native calendars. Taking a cue from this discussion, we decided to talk about Zoho Calendar and Zoho Voice for our next virtual meet-up. 
 
The meetup is scheduled on 20th July and if this topic piques your interest, feel free to join us by registering for the meetup.
 
REGISTER NOW
 

Education ZUG:

The benefits of email marketing (Zoho Campaigns) and customizing templated applications to fit the needs of educational institutes (Zoho Creator) were the topics that the Education group had the chance to discuss.

The group is on stand-by as we're excited to bring our next meetup to them. Scheduled on the 25th of July, we'll have folks from Zoho Projects to help us implement project management software in educational settings.

If your calendar allows it, consider joining us for the meetup. We'd love to hear your thoughts and ideas.

REGISTER NOW
 

Tourism ZUG:

The Tourism Group actively participated in two meetups where they discussed: 1. Customer data management on a CRM and 2. Engaging with prospects and customers via email marketing campaigns. 
 
Thanks to the suggestions from group members Ariel, Donnetta, Basil, Betsy, and more, we put together these meetups for others to benefit from. The next leg of these meetups will begin on the 26th of July with the topic of interest being Zoho SalesIQ.
 
These free virtual meetups provide an avenue for you to engage with experts from Zoho and interact with peers. If you're from the tourism industry, feel free to join us in our discussion.
 
REGISTER NOW
 

Healthcare ZUG:

Earlier this year, the healthcare group met to discuss digital signatures (Zoho Sign) and online appointment booking (Zoho Bookings). The group is set to meet again on the 27th of July, and this time to discuss Zoho Creator.
 
During our discussion on Zoho Bookings, an intriguing topic emerged. It was regarding the utilization of scheduling software by clinics providing ultrasound scans for pregnant women. We brainstormed some workarounds and engaged in a thorough discussion on the subject.
 
So, if you are stuck with a hyper-specific requirement that needs a more than just generic software, consider joining us virtually for our next meetup.
 
REGISTER NOW
 

How Can You Shape These Meetings?

All these meetups mentioned above took place because the members either had suggestions about these products, had certain doubts related to them, or wanted to learn about the product. If you wish to have a meeting based on your idea, just drop it in the group. We'll be elated to organize a meetup based on it!
 

Let's Talk!

If you belong to any of these industries and wish to join, please email us at meetups@zohocorp.com . If you're interested in an industry not mentioned above, feel free to leave a comment below, and if there is sufficient interest, we will be happy to arrange meetups for additional sectors.

    • Sticky Posts

    • My Zoho Story #19 - How and IT service provider, CTSP, are streamlining customer support using Zoho

      My Zoho Story is a video podcast series where we connect with Zoho users worldwide to hear from them about their experiences with Zoho and how it became an integral part of their everyday business life. Our recent 'My Zoho Story' took us to Australia

    • My Zoho Story #18- How Mirage Visual Limited achieved enhanced customer service experience, using Zoho

      My Zoho Story is a video podcast series where we connect with Zoho users worldwide to hear from them about their experiences with Zoho and how it became an integral part of their everyday business life. Our recent interview with Sam Blenkiron from Mirage

    • My Zoho Story #17 - How Superior Trucking Payroll Service scaled their business with Zoho

      My Zoho Story is a video podcast series where we connect with Zoho users worldwide to hear from them about their experiences with Zoho and how it became an integral part of their everyday business life. In our recent episode, we had the opportunity to

    • Update on the upcoming Zoho User Group meetups - Q1

      Hey Zoho Community!  How're you all doing? We have an important announcement about the Zoho User Group meetups this quarter - Owing to the looming threat of COVID - 19, we're recalling several of our ZUG meetups that can't be run locally and are pulling back our Zoho teams who have traveled for these events. We have also suspended Zoho meetups run by our local partners and user group leaders as we do not want any of our users to come in harm's way. For those of you who have not seen the email about

    • Eighth day of Christmas - Zoho Recruit

      Check out the story behind our sixth day of Christmas post. ​ The eighth day of the 12 days of Christmas relates to Zoho Recruit  "On the eighth day of Christmas my true love sent to me: eight maids a milking, seven swans a swimming, six geese a laying, five golden rings, four calling birds, three french hens, two turtle-doves, and a partridge in a pear tree." The eight maids walking up with portfolios in their hands signifies Zoho Recruit's recruitment solutions built to provide diverse, end-to-end

    • Recent Topics

    • Announcing new features in Trident for Mac (v1.23.0)

      Hello everyone! Trident for macOS (v.1.23.0) is here with interesting features and thoughtful enhancements to elevate your workplace communication and productivity. Here's a quick look at what's new. Record your meetings. You can now record audio and

    • Applying a record template

      Hi all, I can't figure this out. I hope you can help. The scenario: We have learners who have to complete a 'digital' journal with tasks in order to qualify. Those tasks, once completed, need a final signature from their 'Mentor', which will trigger their

    • Quickbooks invoice with Zoho Creator

      Is it possible to push data from Zoho Creator directly to an invoice on QuickBooks? If so, where can I find information on how to do this?

    • Help: Capture full page URL in hidden field when same Zoho Form is embedded on multiple pages (iframe)

      Hi all, Goal Use one Zoho Form across multiple pages and record the exact page URL (incl. subdomain + path + hash) where the user submitted it. Example pages: https://www.example.com/cargo/ https://www.example.com/cargo/containers/#contact https://cargo.example.com/auto/

    • Automatically Populate fields - HELP!

      There have been many discussions on this but I still can't seem to get it to work for me. I am trying to create a lookup field and have other fields automatically populate. Based on the instructions in the Help Center, I should be using the "on user input". It's just not working, here is the layout...   Both forms are in the same application. Current form is called Add Note, form to fetch records from is called Add Client. Lookup field is called Select_Client_ID related field in fetch form is called

    • Push notifications to portal users

      Hi all, it is possible to send push notifications to portal users?

    • Rename the attachment from record template pdf in the sendmail deluge script

      Hello Zoho, I urgently need a feature to rename record templates that I send via the sendmail feature. The program I created sends emails to clients with an invoices that have been created in the invoice database. If the user selects 3 invoice numbers,

    • Alt Text On Multiple Images

      I'm using Zoho Social to post to a charity website. Often the posts have multiple images, but it seems there is only one field for Alt Text. Does that mean I can only include it for the first image? Or is there a way to add alt text for all the imag

    • [SOLVED] Getting 401 when trying to download ticket attachment via API

      I'm able to use the API just fine to access ticket content. But I cannot download ticket attachment, keep getting 401 Client Error. Example: https://desk.zoho.com.au/api/v1/tickets/{ticket_id}/attachments/{attachment_id}/content?orgId={org_id} For headers,

    • Zoho project – Workdrive integration.

      Hello everyone, I was wondering something, we did the Zoho projects integration with Zoho Workdrive but nowhere during this integration we could set the location of the folders that would be automatically created in Workdrive. As I understand it, it creates

    • Scriptを埋め込みたくてOn User Inputを探しているのですが・・・

      編集モードで、Scriptを埋め込みたい項目を選択し、「項目のプロパティ」パネルで、その下のほうに「フィールドアクション（Field Actions）」という見出しがあると聞いたのですが、そもそも、それが見つかりません。そのために、On User Inputなどのイベントが選べません。 画面の英語を日本語に訳しているためにわけわからん状態になっているのかも知れませんが、わかる方、いらっしゃいますか？

    • Problem with cloud query exceeded

      When making a call I get this error, It is associated with a function in node that calls external APIs This is the code //tokenConsultar = thisapp.ObtenerToken(); //input.token = tokenConsultar.get("output").toMap().get("token");

    • Showing Total of Funnel Chart Legend (With Values) Items

      Hi, We are using the funnel type chart for displaying our zCRM sales pipeline stages and associated sum of deals in each stage.  We have configured the legend to show the associated value (Deal Amount (Sum)) for each stage adjacent to the legend items (Stages). Is there a way to display the total of the values in the same chart?  For example, at the bottom of the legend or maybe as a #merge placeholder in the legend title?

    • How to Convert VCF Contacts to CSV using Excel

      Many users switch from traditional address books to digital formats like vCard and CSV. These formats allow users to easily manage their contacts. However, a difficulty comes when you need to transfer your contact information to another application or

    • Field authorization for Linking module in Zoho CRM portal

      Hi guys! Currently building a customer portal for one of my clients, and I ran into a bit of a roadblock while using a multi-select lookup field. The issue is that there is no way to hide or define access in the linking module created by this multi-select

    • Kaizen #63 - Layout Rules in Zoho CRM

      Hello and welcome to another week of Kaizen! This week, we will be discussing Layout Rules in Zoho CRM. If you need to modify the layout of a module based on user inputs, or to show or hide sections based on the value of a specific field, we have got

    • Zoho CRM Portals - allow access per account

      Hello all, I am trying to set up a portal for our customer but I seem to be hitting an obstacle and I am not sure if it is my problem or a limitation in the software. So basically the way I understand the portal Contact Email > Each Record or Related

    • Android - Writer não acentua em Português com teclado bluetooth

      Gosto muito do Zoho, tanto o Note quando o Writer. Infelizmente, o Writer sofre de um problema sério: ao usar um teclado bluetooth, forma mais cômoda de lidar com um processador de texto, os acentos (todos!) da Língua Portuguesa não são aceitos. Todos

    • 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

    • Editing HTML in Zoho CRM Email Template

      I am trying to create a template within the CRM email option, but need to be able to use custom HTML. There does not seem to be a way to do so.

    • Ability to CC on a mass email

      Ability to CC someone on a mass email.

    • How to make attachments mandatory

      I want the user to be unable to mark an opportunity as Closed – Won if it doesn’t have any attachments. I’ve already tried client scripts and functions, but nothing worked.

    • SLA Ticket Report

      From data to decisions: A deep dive into ticketing system reports Service level agreement (SLA) ticket reports in a help desk system are crucial for ensuring that services are delivered according to established commitments. They help maintain accountability

    • Zoho Backstage - PCI Compliance / Web Security

      I have a couple of questions related to Backstage and payment processing.... 1. my purchasing division is not giving approval to use Backstage yet because of some security issues. In order for us to take payments via a payment gateway like Authorize.net

    • Zoho Tables August 2025 Update: Faster and Smoother

      We’ve been working behind the scenes to make Zoho Tables faster, lighter, and more reliable. Here are the highlights: Faster Response Times Optimised the way responses are generated. Reduced memory consumption by 20–25%, leading to smoother performance

    • Video Upload from app says "unsupported aspect ratio" but is verified to be correct.

      I and my social media person are experiencing a problem where Social will not accept video uploads to Instagram. The error we receive is "unsupported aspect ratio" but looking directly at the file in question we see that the width and ratio both match

    • Disposable Email Addresses

      Dear zMail Team, Can you also bring out a few disposable email addresses for each accounts? That way occasional registrations and imminent spam from them can be largely solved right? ---- Deepak Vasudevan http://thamizhththendral.blogspot.com/

    • Zoho sheet - Zoho expense

      I want to schedule to create an expense using Zoho Sheet and flow. That is the EMI that I pay on a particular date to the bank and should be itemised, like principal and interest on the loan. Can someone help me in this regard??

    • Ability to configure a schedule/shift for each user and/or crew in Zoho FSM

      Hello, In our team of Field Agents, we have different shifts. Some field agent always work from 7:00 AM to 4:00 PM while others work the evening shift like 4:00 PM to 11:00 PM. Sometime shift are on weekdays only or on weekend. It would be great to be

    • Free webinar: Streamlining customer service paperwork with the Zoho Sign extension for Zoho Desk

      Hello Everyone! Have you been wondering about bridging the gap between digitised customer service and business paperwork? Join our free webinar to learn how you can do this by connecting Zoho Sign, our digital signature app, with Zoho Desk, our online

    • Zoho Books | Product updates | July 2025

      Hello users, We’ve rolled out new features and enhancements in Zoho Books. From plan-based trials to the option to mark PDF templates as inactive, explore the updates designed to enhance your bookkeeping experience. Introducing Plan Based Trials in Zoho

    • Mail Search should allow grouping by conversation like Gmail.

      Having switched from gmail I have found the search function hard to use. Mostly because mail is not grouped by conversation in search. If I search for a word when looking for a conversation had with someone then sometimes 10 emails will come up from the

    • Improve Zoho Learn updated article notifications

      I noticed today while updating an article, that the notification users get says "[User Name] has published article [Article Name]..." My feedback to the product team is that it would be really helpful for an end user, if the system notification differentiated

    • Safari Support

      Safari, the world's second largest browser, zoho desk does not officially or fully support. That needs to change.

    • Can I get images from an "Image Upload" field in a webhook?

      I want to send images from 2 "image upload" fields via a webhook. Is this possible?

    • Ticket closure notification - all contacts cc'd on email thread

      Hello, If a client sends an email to our service desk and cc's in other people that work at the same company - so that they are in the loop of the service request. When the we close the ticket, only the ticket owner (person who emailed us - which created

    • Inactive account cleanup policy for Zoho Sign

      Zoho Sign reserves the right to delete accounts that are license free and inactive for more than 120 days. The account deletion will be initiated only after the user receives prior email notice about possible data deletion and how to backup the data.

    • Missde API documentation for Sales Receipt

      Hi! I noticed that the Sales Receipt endpoint is not currently listed in your API documentation (https://www.zoho.com/books/api/v3/introduction/). Could you please provide any available temporary documentation for this endpoint, along with a detailed

    • Multi-currency in Zoho CRM Forecast and Reports

      As a company we have branches in 4 different countries with as many different currencies. Our Sales Teams would like to work with their local currency as much as possible. The Forecast module using only 1 currency is practically usable only by the sales

    • How to select from pricebook when creating a salesorder or quote

      I am creating a sales order and when selecting the Products I do not see any where to select from pricebooks. How do i associate this to my orders?

    • Next Page