Sector Spotlight - October 2023: Newsletter on the Industry-based ZUGs

Sector Spotlight - October 2023: Newsletter on the Industry-based ZUGs

Hello, folks!

 

At the heart of the Zoho Community, we're dedicated to making your Zoho applications work their best for you. To achieve this, we've introduced something special—industry-based groups, also known as Zoho User Groups or ZUGs. These groups open doors to connect with experts and peers in your field through our monthly virtual meetups.

 

So far, we've ventured into eight different industries, and I'd like to share some highlights from four of these groups that met in October:

 

Tourism ZUG:

 

We gathered with our Tourism ZUG on October 17th. Our discussion revolved around setting up Zoho CRM for your travel and tourism business, starting with customizing modules and fields. And to ensure you're on top of your website visitors, we explored the integration between Zoho CRM and Zoho SalesIQ.

 

Not only that, we guided our users through setting up automated workflows in your CRM to generate quotes, itineraries, and invoices. We also covered managing trips directly within your CRM. We briefly touched upon Zoho Checkout to handle your payments as well.

 

Though we have an agenda for these meetups, what sets these community gatherings apart is our flexibility; we let our users steer the discussion, creating a truly conversational experience.

 

Law Firms ZUG:

 

The Law Firms ZUG had its inaugural meeting on October 24th. This gathering proved to be one of the most engaging meetups we've had in a while, and, of course, it's no surprise considering they're lawyers!

 

We discussed various aspects of a legal firm's workflows, including customizing Zoho CRM, setting up custom reminder emails, scheduling appointments, sharing confidential documents, e-signatures, and much more. The products discussed included Zoho CRM, Sign, Bookings, Workdrive, Projects, and Voice.

 

We delved deeper into the intricacies of workflows in the legal sector, understanding how data flows between multiple applications, thanks to the suggestions from our users. We want to thank Troy, Antoinette, Molly, and our partner Jason for their valuable input.

 

Education ZUG:

 

During our Education ZUG meetup on October 26th, we simplified the agenda to focus on the core aspects. Our discussion revolved around the holistic management of educational institutions using Zoho CRM. This encompassed lead management, student and teacher records, and course administration.

 

We also explored the practicalities of handling student assignments with the Zoho Workdrive extension. Furthermore, we delved into the creation of student portals for progress tracking and the streamlined process of issuing course certifications directly from CRM.

 

Small Business ZUG:

 

On October 27th, our Small Business ZUG meetup delved into email marketing and the effective ways to implement it using Zoho Campaigns. We explored the integration between Zoho CRM and Zoho Campaigns to ensure you stay connected with your leads. Additionally, we discussed the process of syncing your leads and contacts within your Campaigns, along with the associated nuances.

 

We went deeper into workflows and drip email campaigns, revealing the art of task automation for enhanced customer outreach. We also shared insights and best practices for email marketing, covering topics such as campaign timing, diverse content styles, content optimization for increased appeal, and more.

 

During our meetup, we were inundated with questions—an issue we'd welcome frequently!

 

Upcoming meetups:

 

We have a few more meetups down the line for November. Take a look at them here, and if they interest you, register to save yourself a virtual spot!

 

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 enough interest, we will gladly organize 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

    • Introducing Zoho Creator's 2025 Release Projection 2

      Hello Creators! I'm Prakash, from the Creator product management team, and today I'm delighted to unveil our next set of features as part of Release Projection 2 for 2025. With thoughtful analysis and planning, we've curated powerful new capabilities

    • Sharing Form Ownership Among Multiple Users

      I would really like the ability to share form ownership among multiple users. It's frustrating to me that if a co-worker wants to make an edit to a form, I have to transfer ownership to them. It would be great if forms could act like google forms, where multiple people can edit a form and view responses. 

    • Marketer’s Space - Ace Your Spooky-Season Marketing with Pre-designed Templates in Zoho Campaigns

      Hello marketers, Welcome back to another post in Marketer’s Space! We’re in Q4, which means that you have endless opportunities to connect with your audience, starting with Halloween campaigns! In this post, we’ll show you how to design the perfect Halloween

    • Zia expands to China with native features and DeepSeek-powered generative AI features

      Hello everyone, We are glad to support Zia native features and Zia generative AI features for our customers in China. From hereon, all AI-features in Desk will be accessible in China data center with the integration of DeepSeek generative AI model. DeepSeek

    • Email in each module

      We have a contact ,module which then has a link to customer assets which in turn the asset has a multiple link to service visits. When we link assets to customers we choose by name and it brings over the associate email via the lookup. Great feature.

    • Introducing Skill-Based Ticket Assignment

      The goal of every support team is to provide great support, and to do so as fast as they can. To make this possible, it is important that agents spend their time judiciously, especially when they're dealing with a large number of tickets of varying urgency

    • Kaizen #213 - Workflow APIs - Part 1

      Welcome to another week of Kaizen! If you have ever managed complex business processes, you know that Workflows are the quiet backbone of any well-run business process. They keep things moving; assigning owners, sending alerts, keeping deals on track,

    • Browser and address bar hide

      Hi, How i can do hide the address bar with browser headline when i am working on the sheet, because i am using (freeze panes) which i want visible for full work. For your reference here i am attached the screen shot and marked yellow lines which really

    • Cells Border

      Hi I am using Zoho Sheet on S Tab , is there any option to make all border of any cell at once. I think this is very basic which we are missing. This is available in mobile but not in tab or suggest if i am missing this function. And for Tab can you give

    • Zobot and Sales IQ

      What will happen to the Zoho Sales IQ being integrated to the website after creating the Zobot on the website too

    • Help Center and SEO: Any Benefit to My Domain-Mapped Website Ranking?

      First of, I love the Help Center which I've just decided to integrate into my website to replace its old-fashioned FAQs. So much more to achieve there now! Lots of new benefits to the site visitors and to me in terms of organizing and delivering all the

    • Support french language options

      Greetings, I want to use Zoho with the french language portal, however the supplied translation is not very good (google translate). There are many basic mistakes on the main most important sections (my requests, submit a request). Is there a way for

    • Introducing the Workflow and Actions APIs for Zoho CRM

      We are absolutely thrilled to announce the release of Workflow APIs and Actions APIs in Zoho CRM’s v8 API suite! This powerful new set of endpoints gives developers unprecedented programmatic control over business automation. For years, Workflow Rules

    • Zoho Form URL displays incorrect name

      Hi, I have a form I created called "Design Request form". It displays this way everywhere I look. However, in the URL, it shows up as "DesignJobRequestFormFINAL011325PROOFV1B" and I'm not sure why. I can't find where to fix this. Does anyone have any

    • Consumers are talking about your business. Are you listening?👂

      A loyal customer might be praising your product in a forum. A frustrated user could be posting a harsh review on a public site. An excited partner may have left a comment on your campaign. A domain expert might be deconstructing your product. A prospect

    • What counts as a Temp for Billing Purposes in Workerly

      I'm considering trying this product but am not sure how the temp count is used for billing purposes. For example, if we keep a large data base of 500 potential workers.....are we billed for that or only if they are assigned to a client at a given point

    • Cold emails not allowed?

      I planned to use Zoho Mail to send businesses some cold emails to offer my freelance writing services, but I noticed that the anti-spam policy is very strict -- no commercial emails whatsoever without prior permission from the recipient? I would be very

    • Form name incorrectly displayed in URL

      Hi, I have a form I created called "Design Request form". It displays this way everywhere I look. However, in the URL, it shows up as "DesignJobRequestFormFINAL011325PROOFV1B" and I'm not sure why. I can't find where to fix this. Does anyone have any

    • I can't receive mail

      Hello, I can't receive e-mail. I no longer receive e-mails to the e-mail I received for ​my site. I also edited the DNS settings, but it doesn't work at all.

    • 1‑to‑1 invite missing post-setup (needs re-invite) vs channel invite auto-joins without business prompt

      1. Zoho Cliq 1‑to‑1 external invite The inviter sent a 1‑to‑1 invite to an invitee who didn’t have a Cliq account. After the invitee completed account setup and created a business/organization, the website redirected them to Cliq, where they opened Cliq

    • 【開催報告】東京 ユーザー交流会 Vol.3 2025/10/17 Zoho サービスの活用促進を外部ツールとの連携で実現！

      ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 10月17日(金)に新橋で「東京 ユーザー交流会 Vol.3」を開催しました。ご参加くださったユーザーの皆さま、ありがとうございました！ この投稿では、当日のセッションの様子や使用した資料を紹介しています。残念ながら当日お越しいただけなかった方も、ぜひチェックしてみてください😊 ユーザー活用事例セッション：Zoho Flowと決済システムの連携 あみろくの岡島さんに、Zoho サービスの活用事例として、Zoho Flow を活用した外部サービスとの連携事例をご共有いただきました。

    • received email opens in a new tab every time I log in

      as per the title: since about when I first made my email account, every single time Ive logged in to view my inbox, a new tab opens for an email I viewed once as if restoring a closed session. I thought I just didnt understand the "starting up" settings

    • Engage with your customers at scale using WhatsApp Marketing Template messages

      Hi everyone, To make it easier for organizations to communicate with customers, Desk now allows you to send individual, mass, and bulk WhatsApp template messages from both the Ticket and Contact modules. How is this going to benefit your business? WhatsApp

    • Importation Tickets error

      Hi, I'm newbie here 🤓 So, i'm importing data from csv, but when I try advance to mapping fields the importer tool show this message: Previously I try import, other data, and not show errors in this step. Some ideas? Best Regards,

    • Showing description in timesheet and timelogs.

      I am wondering if it’s possible in version 5 of Zoho People to have the description show by default or with a manipulation on the user’s part. Let me show you what I mean. As you can see this is the view for the users. Now if they want to see the full

    • Workaround: openURL in Blueprints - An alternate approach

      There is a roundabout way to open a URL in blueprints after a save event. By using the 'onBeforeMandatoryFormSave' in Client Script, you can open an external URL. Now, the problem is, this is designed to be run BEFORE the blueprint is saved, not after,

    • MTD SA in the UK

      Hello ID 20106048857 The Inland Revenue have confirmed that this tax account is registered as Cash Basis In Settings>Profile I have set ‘Report Basis’ as “Cash" However, I see on Zoho on Settings>Taxes>Income Tax that the ‘Tax Basis’ is marked ‘Accrual'

    • Migrate file from Single File Upload to Multi File Upload

      Dears, I have created a new field Multi File Upload to replace the old Single File Upload field. I'd like to ask you guys what is the best way to migrate the files to the new field?

    • Open "Live Chat" from a hyperlink?

      Hi, I often write paragraphs and text on our company website, and usually say you can get in touch with us via live chat. Can the chat window be triggered to pop open without clicking the chat graphic in the bottom window, and use it in a hyperlink? ie:

    • Zoho Sites search box

      Is there a Search box that can be added to a Zoho site? It would be for searching within the site only.

    • What stops me from packaging and shipping an order when the inventory is negative?

      It seems if the inventory value is negative, that Zoho Inventory should not allow me to create a Package and Ship it.   But, there seems to be nothing to stop me from doing that other than when I go to physically package the item and realize that there is no stock. There also seems to be nothing on the screen that even indicates to me that I should not package and ship.  To me this is the fundamental point of an inventory system.  Am I doing something wrong?   

    • Conditional formatting based on another field

      Hi I have two fields on my form stage 1 complete and stage 1 deadline.  I am trying to setup conditional formatting so that if stage 1 complete is after stage 1 deadline the record is highlighted in red. I need both stage 1 complete and stage 1 deadline

    • The sending IP (136.143.188.15) is listed on spamrl.com as a source of spam.

      Hi, it just two day when i am using zoho mail for my business domain, today i was sending email and found that message "The sending IP (136.143.188.15) is listed on https://spamrl.com as a source of spam" I hope to know how this will affect the delivery

    • Changing a Single-Line Text field into a Multi-line Field without losing data

      Is it possible to change a Single-Line Text field into a Multi-line Field without losing data. I have a module with data for which I would like to change a single-line field into a multi-line field but I'm worried it might delete the pre-existing da

    • Webhook - Google Sheets

      I have 2 forms that are both integrated with Google Sheets. I've set up a webhook to pull form 1 data from Google Sheets to prefill data in Form 2. The issue I have is that the forms name fields are First Name & Last Name but the Google sheets integration

    • Verified Mark Certificate

      Hello Dears, Can anyone help and check my mail or direct me to the desired person who can add the verification tag to my mail https://www.zoho.com/blog/mail/email-authentication-with-bimi.html

    • Appointment booking is temporarily unavailable

      Embeded Zoho booking page in my WordPress website. When someone starts a booking, after choosing time and date, an error appears before payment - "Appointment booking is temporarily unavailable due to restricted settings." Used the embeded code given

    • Cannot connect to 365 business calendar and Teams, says personal but it is not.

      hi I have a number of users connected to their 365 business accounts. Adding a new user and it thinks hes got 365 personal edition. He does not.... Anyone know what's going on. Trying for days now. Bookings go into his MS calendar but as its thinks its

    • Limited review (/questions) for Bookings 2.0

      Hi all, I'm writing this review of Bookings 2.0 for two reasons: 1) it may be of interest to others, and 2) I'd like to be corrected if I'm wrong on any points. It's a very limited review, i.e. the things that have stood out as relevant, and particularly

    • Zoho Bookings - Reserve with Google

      Does Zoho Bookings plan to to integrate with Reserve with Google?

    • Next Page