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Important updates from Zoom Support:
  • Starting February 3, 2025, Zoom Phone customers must add their phone numbers to an approved 10DLC campaign in order to use SMS/MMS capabilities on their numbers.

  • Introducing more live support options! More Zoom customers now have access to live agent chat support. Sign in and visit our Contact Support page to see all your available support options. We’re here to help!

Welcome to the Customer Success Forum!

Welcome to the Customer Success Forum! This is a collaborative place for Zoom users to share customer success stories, learn about upcoming events, and exchange use cases for helpful ways to use Zoom features.

Recent Activity

Link Zoom Account to an Organization

Did you know that you can link accounts to an organization? Account owners and administrators have the capability to link several Zoom accounts to form an organization. Once these accounts are linked, they will have the ability to efficiently search ... Show more

Did you know that you can link accounts to an organization?

 

Account owners and administrators have the capability to link several Zoom accounts to form an organization. Once these accounts are linked, they will have the ability to efficiently search for contacts, engage in chat, and conduct meetings. By linking your accounts as an organization, members will be relieved from the necessity of manually adding contacts from associated accounts to facilitate communication.

 

The requirement for linking accounts to an organization is that Account owner or Admin with the privilege to edit Account Profile settings.

 

​Please take a moment to check out this Knowledge Base Article about Linking Accounts to an Organization. It provides detailed information on Creating a New Organization, Managing Linked Accounts as the Owner, and Linking an Existing Organization.

 

By linking your accounts, you can efficiently manage multiple accounts with the convenience of assigning a single administrator, thereby reducing the complexity of having multiple administrators across your various accounts.


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Resolved! How do I obtain a BAA to be HIPAA compliant?

Hi. I have spent a few hours looking up how to set up Zoom healthcare. I already have a Zoom one pro account, and anytime I try to add Zoom healthcare, the website just brings me back to my current plan, with no option to obtain Zoom healthcare. Also... Show more

Hi. I have spent a few hours looking up how to set up Zoom healthcare.  I already have a Zoom one pro account, and anytime I try to add Zoom healthcare, the website just brings me back to my current plan, with no option to obtain Zoom healthcare.  Also, I keep reading from multiple people on Zoom community that I need to obtain a BAA in order to be HIPAA complaint.  I have tried calling the sales team but no one actually picks up the phone.  

 

Can someone please explain how I can obtain a BAA.  This has become rather time consuming.  Need help!

 

Thank you 


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Zoom User Groups

Hi Everyone, I am interested in joining a Zoom User Group and asked our Zoom account manager if they were aware of any existing user groups where other Zoom System Admins get together to talk through their experiences, challenges, successes, new inte... Show more

Hi Everyone, 

 

I am interested in joining a Zoom User Group and asked our Zoom account manager if they were aware of any existing user groups where other Zoom System Admins get together to talk through their experiences, challenges, successes, new integrations, etc.   

 

I did a search here on the community but didn't find anything on this topic.  If anyone is interested in a Zoom User Group I would be happy to help spin something up and facilitate the first couple of sessions.   

 

My current employer is in the Financial Technology space, we have ~1500 users of Zoom Meetings and Zoom Phones, we have 80+ Zoom Rooms deployed in multiple corporate offices and have users spread throughout the US.   I would love to connect with other system owners or admins who are utilizing the same services and talk through some of their best practices, hardware recommendations, challenges, wins, etc.  

 

Cheers! 

Jimmy Ortiz

 


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Impress, don’t stress: 5 reasons why Zoom Workplace will benefit your small business

Small businesses choose Zoom Workplace to help them grow their client base, their revenue, and their organization. Here's why. Zoom serves organizations of all industries and sizes because our platform can flexibly scale to fit any employee count and... Show more

Small businesses choose Zoom Workplace to help them grow their client base, their revenue, and their organization. Here's why.

 

 

Zoom serves organizations of all industries and sizes because our platform can flexibly scale to fit any employee count and budget. But running a small business means dealing with unique challenges, like executing multiple processes with just a few people and a limited budget — and prioritizing the time and resources to make it all happen efficiently. You need technology that can help you and your team do more, not add to your to-do list.

 

Zoom Workplace is an AI-first work platform you can use to simplify your day-to-day. What does that mean? It means you can impress your customers without bending over backward or overextending your team. It means answers at your fingertips and a jumpstart on all your drafts. It means your whole team can work out of one interconnected app, increasing everyone’s efficiency. It means you can get time back to focus on growing your business, instead of trying to catch up on busy work.

 

Here are five reasons why small businesses choose Zoom Workplace to help them do it all and grow their client base, their revenue, and their organization.

 

 

1. Zoom Workplace is easy to set up, use, and manage

 

You’re doing big things, and acting as IT support shouldn’t be one of them! Zoom Workplace wraps up a host of easy-to-use office and productivity tools, like collaborative docs and appointment booking, into one connected app that’s easy to manage, even without a tech background. You can quickly set up and assign accounts in a centralized admin portal. Your employees only have to use one tool, and you’ll only have one tool to manage — a win-win.

 

Once you’ve connected your email and set up your phone system, your team can get a boost from AI Companion as they carry out their daily tasks. Plus, you’ll spend less time on administrative tasks after you bundle your communication and productivity tools into one provider. You may even be able to save money if you consolidate your tools. In short, you don’t need an IT team to roll out and manage Zoom.

 

 

2. Zoom Workplace can improve your customer interactions

 

Those who bill for the time you spend on calls know what a pain it can be to track that time. Now available for online paid plans, it’s easy to keep track of your billable hours right inside Zoom Phone so you can give your full attention to your clients.

 

When you’re bouncing between meetings, AI Companion can help you get work done as you go. Gone are the days of saying, “I’ll look into that and get back to you” during a client meeting. With AI Companion right there in your meeting side panel, you can type in a question and get a quick response — whether the answer lies in your email or on the web. And with AI Companion for Zoom Phone, you can get help prioritizing your voicemails and extracting action items from your calls, allowing you to get back to your clients that much faster.

 

But what about when you’re on deadline to get something to your client, and you don’t have time to wait for inspiration to strike? Browse our pre-built templates in Zoom Docs to create project briefs, trackers, and meeting agendas in just a few clicks. Or, AI Companion can help you start a doc or write a follow-up email using meeting summaries and transcripts to inform your first draft.

 

 

3. You can fully engage without worries

 

Do you and your team find it hard to focus on big projects because daily minutiae keep getting in the way? Our engineers have been hard at work filling Zoom Workplace with capabilities that help you bust through tedious tasks. Instead of back-and-forth emails trying to align schedules with a client, Zoom Scheduler can help you find the best time for both of you, right away. Zoom AI Companion can take meeting notes for you so you can give the conversation your full attention (and stop feeling like an archaeologist as you try to decipher your own handwriting.) Zoom Meetings is also a pro at hiding distracting noises from your customers, so that only you can hear your barking dog.

 

 

4. You can work like you’re side by side, even when you’re not

 

Take advantage of flexibility, because Zoom Workplace helps you work from anywhere. Zoom Meetings lets you meet face to face, and you can even edit documents or collaborate on a whiteboard together right inside the meeting window. You can reach teammates and contacts outside of meetings using Team Chat. Plus, you can always bounce around ideas with AI Companion, even if no one else is online.

 

 

5. Use your favorite apps in Zoom Workplace

 

You can get the benefits of Zoom Workplace with AI Companion while still using your essential business apps. It’s easy to integrate Zoom with Google and Microsoft, so you can access your OneDrive files inside Zoom or get AI Companion’s help sorting through your Gmail. Our App Marketplace has over 2,700 app integrations with popular small business apps like Hubspot and Monday.

 

 

Get started with Zoom Workplace

 

You’ve put a lot of hard work into building your business — you need collaboration software that scales with you. Zoom Workplace provides leading communications and productivity services for any small business looking to become the next big deal. Want to learn more about how Zoom Workplace can help simplify your workday? Explore Zoom Workplace today!

 

 

***Original article posted on Zoom Blog


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10DLC compliance for staffing company

We are subscribers for Zoom for past 4 months but we are not getting approval for 10DLC. We are not getting any good customer support and not able to resolve issues with zoom for 10DLC compliance. Any guidance would be helpful

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Audio Signal Not Getting Through

How is it possible that an audio signal, registering on the vu graphs on the computer (Mac - Sequoia 15.3) audio input cannot be recognized by Zoom? This is the signal coming from a Focusrite interface. There is signal at the computer input and signa... Show more

How is it possible that an audio signal, registering on the vu graphs on the computer (Mac - Sequoia 15.3) audio input cannot be recognized by Zoom?  This is the signal coming from a Focusrite interface.  There is signal at the computer input and signal going in to Logic Pro... but not Zoom (6.3.6) The device does show up as an option for input in Zoom, and permissions are set correctly.

I posed the question a long time ago, after having spent hours with AI tech support and a human or two.   Doesn't someone from Zoom have an idea what might be the problem?  Does anyone have any ideas?


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🚀 Level Up This February with Exclusive Zoom Sessions! 🚀

The new year is rolling, and it’s time to supercharge your skills!  February is packed with interactive sessions designed to help you stay ahead of the curve—whether it’s optimizing your workplace, enhancing customer experiences, or unlocking AI-pow... Show more

The new year is rolling, and it’s time to supercharge your skills! 🚀 February is packed with interactive sessions designed to help you stay ahead of the curve—whether it’s optimizing your workplace, enhancing customer experiences, or unlocking AI-powered efficiency. Don’t miss out—register now and take your expertise to the next level!

 

February 12 - Zoom Workplace Open Office | 🔗 Register Here
Transform the way you work! Join this interactive session to explore how Zoom’s tools can create a seamless, productive workplace. Get insider tips, discover new features, and learn how to maximize the value of Zoom’s workplace solutions.

Product Sessions: Meetings, Phone, Communication (Team Chat/Mail & Calendar/Scheduler), Productivity (Clips/Whiteboard/Surveys/Notes/Docs), and Spaces (Rooms/Digital Signage/Workspace Reservation/Visitor Management).

 

February 13 - Zoom Contact Center Insights: February Product Deep Dive | 🔗 Register Here
Deliver next-level customer service with Zoom Contact Center! This in-depth session will walk you through advanced features and live demos designed to optimize customer interactions and streamline support.

Product Sessions: Inbound Voice, Reporting, Chat & Email, Dialer

 

February 19 - Zoom AI Companion Open Office | 🔗 Register Here
AI is revolutionizing the way we work—are you ready? Join us to explore Zoom’s AI-powered tools that drive smarter collaboration and enhanced productivity. Don’t miss the chance to experience these cutting-edge innovations firsthand!

Product Sessions: AI Companion 2.0 & Team Chat, AI Companion in Meetings, AI Companion in Phone and AI Companion in Whiteboard/Docs/Email.

 

February 26 - Business Services Open Office | 🔗 Register Here
Take your business operations to the next level! This session will deep dive into Zoom’s business solutions, helping you streamline workflows, boost efficiency, and enhance customer engagement.

 

Product Sessions: Contact Center/Virtual Agent, Events/Webinar/Sessions, Revenue Accelerator, Workforce Management/Quality Management

 

Interested in other webinars, live product trainings or on demand content? Visit the Digital Customer Success Hub to learn more.

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Exporting User's Managing signed-in devices and sessions

Hello Community,

 

Has anyone been able to figure out a way to exporting User's Managing signed-in devices and sessions? Thank you!

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The latest zoom update

Immediately after I did the latest Zoom update, my zoom meeting window showed a blurred background and my features appeared a bit fuzzy. I have tried all the suggested settings to remove the blurred background and restore my natural window view, but ... Show more

Immediately after I did the latest Zoom update, my zoom meeting window showed a blurred background and my features appeared a bit fuzzy. I have tried all the suggested settings to remove the blurred background and restore my natural window view, but nothing works. What has happened? And how can I restore my default zoom window view?


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Getting a 400 bad request error trying to list recordings

Hi there, I'm trying to retrieve a list of my recorded Zoom meetings using the APIs. I have 2 accounts: a personal one and a work one. It works for the personal account, but not the work one (for which I have Pro edition). I submit a POST request to ... Show more

Hi there,

 

I'm trying to retrieve a list of my recorded Zoom meetings using the APIs.  I have 2 accounts: a personal one and a work one.  It works for the personal account, but not the work one (for which I have Pro edition).

 

I submit a POST request to https://zoom.us/oauth/token and pass in:

HTTP Headers:

- Authorization = "Basic asdfasdfadf"

- Content-Type = "application/x-www-form-urlencoded"

HTTP Entity:

- grant_type = "account_credentials"

- account_id = "zxcvzxcvzxcv"

 

This returns the access_token which I can use in my next request which is:

GET https://api.zoom.us/v2/users/me/meetings

HTTP Headers:

- Authorization = "Bearer + access_token"

 

The above all works for my Personal Zoom account. 

 

However it fails with the following error, when I use it against my work account:

""Failed to execute the request, or the endpoint responded an error"

"Got response 400 - Bad Request from the endpoint"

 

Any ideas?


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