¡Descubre Canvas, nuestro nuevo estudio de diseño!
¡Descubre Canvas, nuestro nuevo estudio de diseño!
Desde Zoho nos complace presentaros Canvas para Zoho CRM, el primer estudio de diseño para tu CRM que te permite personalizarlo de acuerdo a tus gustos y necesidades.
Canvas, la nueva funcionalidad integrada en Zoho CRM te permite reimaginar completamente tu interfaz de usuario, de forma que se adapte a tu industria, a tu negocio y a tus equipos.
Anteriormente, Canvas sólo permitía a los usuarios personalizar la vista de lista de los módulos individuales de Zoho CRM. Con esta nueva actualización queremos alcanzar nuevas cotas, donde puedas rediseñar los módulos por completo para una personalización ilimitada. Para conseguir un diseño único para tu empresa, Canvas ofrece una amplia gama de opciones de diseño para crear un proyecto que se parezca a ti hasta el último detalle.
¿Qué hace especial a Canvas?
Su sencillez para el diseño con un editor de arrastrar y soltar, con el que no necesitas saber código.
Extensa galería de plantillas adaptadas a diferentes industrias, para empezar a partir de un diseño existente (si quieres).
Asignación basada en roles, para que cada rol en CRM pueda tener un diseño mejor adaptado a sus necesidades y requisitos.
Autoservicio a través de Portales: comparte tus creaciones de Canvas a través de portales y crea una mejor experiencia para tus proveedores y otras partes interesadas.
Formato extenso, con una amplia gama de opciones de formato para editar los detalles más precisos, o cargar estilos dinámicos basados en condiciones.
y mucho más.
Canvas está disponible en todas las opciones de pago de Zoho CRM, Zoho CRM Plus y Zoho One, así que no esperes más y descúbrelo hoy mismo.
¡Hola! Esto es la continuación de nuestra publicación anterior. Ahora veremos algunas características más sobre GDPR en Zoho CRM. Manejo de la solicitudes de los interesados cuyos datos se recopilan Los interesados pueden ejercer sus derechos a través del portal o mediante correo electrónico y llamadas telefónicas. Ahora puede supervisar las solicitudes de los interesados cuyos datos se recopilan y gestionarlas de forma puntual desde dentro de Zoho CRM. Vaya a la pestaña Privacidad de datos en la
Hello Everyone, Hope you are well! As part of our ongoing series of feature announcements for Zoho CRM For Everyone, we’re excited to bring you another type of module view : Grid View. In addition to Kanban view, List view, Canvas view, Chart view and
Can the order of alternating columns be reversed on mobile so that image comes before the text? Example: Desktop Row 1 column Left (image) , column right (text) Row 2 column Left (text) , column right (image) Mobile Currently Row 1 Image over text Row
I quote out of CRM, some of my clients have specialised pricing for specific products - therefore we use Price Books to manage these special prices. I can only see the breakdown of the products listed in the price book and the specialised pricing for
My organization works with mostly educational institutions. We have a custom module called "Schools", which is the user-entered school name they put when using our service (which they enter along with their state and zip code). We want to map this to
We’re using the "Zoho CRM for email" add-in for Outlook. When opening an email, the add-in displays all email addresses from the message and allows me to add them to the CRM or shows if they’re already contacts. However, sometimes people listed in To
Hi! I suggest adding the option to set a custom order in reports for the Blueprint field ‘Current Stage’. Currently, these fields can only be sorted in ascending or descending order. Thanks!
We are exploring Zoho as a possible new solution for our company. We are trying to understand further on how e-mail sync works. We use outlook. Our current CRM logs anytime we e-mail a customer so we can see in the CRM the message sent to the customer.
In business, time is of the essence. This is especially true in a function like customer service, where KPIs such as response time and agent availability are the measures of success. Perhaps the most crucial consideration one needs to make about time is your hours of operation. These set expectations for your customer and for employees. To make communicating this information easier, we've revamped the way business hours and holiday lists work in Zoho Desk. In order to accommodate teams that work
1. We are unable to extract the customerHappiness ( https://desk.zoho.com/DeskAPIDocument#CustomerHappiness#CustomerHappiness_ListallcustomerHappiness) object using the ticketNumber criteria. We keep getting HTTP 429 even when we limit to 60 calls per
Hello, I am editing the Quote Template and added ${Products.Product Image} to the line item and the image comes up but it is very tiny. Is there anyway that you can resize this to be larger? Any help would be great! Thanks
Dear Zoho Support, I'm writing to propose a valuable feature request that would streamline data management and improve user experience within the Zoho ecosystem: automatic synchronization between departments and employees in Zoho One and Zoho People.
Our company uses JP Morgan Chase Visa credit cards. We can't be the first to try and use a combination of Zoho Expense + Chase Bank + Visa Credit Cards --- anyone successful with this combination? 1. The direct feed automation isn't working. When I go
Good evening, my name is athallah, i am a trainee in government office Right now, i use Zoho form to digitalize an airfield monitoring form. my problem is, the image were to small to displayed in exported version. it really bad for formal presentation
Hi, I'm trying to retrieve a list of form responses via the API. I've created a Self Client application in API Console. What scoup should I enter? What are the endpoints? Is there documentation on this anywhere? I've wasted a lot of time searching. GPT
Hello! I have a question about the Zoho CRM Professional plan. Is the pricing charged per user or per organization? Are there any free users included in this plan, or do I need to pay for each additional user separately? Thank you!
On July 17, we celebrate World Emoji Day! We're a bit late 😐 sharing insights about this day. But we just couldn't let it pass without a mention 😊 because emojis have a meaningful connection with customer service 💬 🤝. We do not want to miss out on
Hey everyone, is it possible to adjust the default search criteria for finding and merging duplicate records? Right now, CRM uses some (in my opinion nonsensical) fields as search criteria for duplicate records which do nothing except dilute the results.
Hello everyone, We're pleased to announce that Zoho CRM now supports Microsoft Teams as an online meeting provider—alongside the other providers already available. Admins can enable Microsoft Teams directly from the Preferences tab under the Meetings
Hi there, I have a volume of transaction text that I would like to analyse using word cloud (or other approcah to detect and present word frequency in a dataset). For example, I have 50,000 records describing menu items in restaurants. I want to be able
Hi all, We are need to get better AirCall integration into Zoho. We have configured in the Aircall dashboard but we have not done the Zoho side. We cannot see Zoho CRM information on incoming calls. And we calls and text's are not being logged. Specifically
Zoho CRM and Extension are no longer working properly. We have used Shopify Basic for years. All of the sudden it stopped working, then started working again, and now no longer working again. There are several ways for Personal Information to sync from
We buy and sell products that are packaged in bags 🛍️, cans🥫, drums🛢️, etc. with batch numbers. When we get a shipment of one of the products, how do we track we received (say) 10 cans each of 5L of a product and maybe we received 10 cans of another
Third-party integrations extend your project functionality with improved workflow, and data processing. With Zoho Flow integration you can include multiple third party actions into your project or task automation. Add Zoho Flow action in Workflow rules
How do we manage situations where we pay a supplier up front, then the receive the products in increments? Example Workflow: Create Purchase Order > Receive Bill for full amount > Receive Items 2 or more deliveries. Currently, once a Bill is created against
Greetings Customers! We're excited to announce that the CPQ feature will soon be available in Zoho CRM and accessible to all accounts using the Professional, Enterprise, and Ultimate editions. We've opened this feature to select customers, and it'll be
coming from zapier... zapier has a google drive task that searches for a specific folder in google drive, and if it fails to find the folder it will create a folder based on the search criteria, and contine along the singluar path of the flow. Trying
so I can fetch the converted leads records using API (COQL), using this endpoint https://www.zohoapis.com/crm/v5/coql and using COQL filter Converted__s=true for some reasons I need to change the value from a field in a converted lead record. When I try
Hello Zoho community! We are enabling our Zoho Bookings <> CRM integration. What is the workflow if the integration detects that the contact already exists in the CRM? Does it create a duplicate record? Overwrite the record? Merge the record? (in this
Hello, We are currently having issues with two empty expense reports where if we try to reject them, either manually or through the REST API, we get error 114016, which says some of the expenses have already been billed and must be removed. I'd appreciate
I have noticed that recently you have added Zia to help create forms from scratch. Would it be possible to add Zia functionality to free text fields for form submissions or if this is already on the roadmap an ETA for this please? We have a lot of field
Hi Everyone, I have added an action button to a form report to bring up a new form based on user selection, see it indicated in red below: Then when the ne form loads, I want to default in some of the fields based on the record the user was selected on.
This feature has been requested many times in the discussion Field of Lookup Announcement and this post aims to track it separately. At the moment the value of a 'field of lookup' is a snapshot but once the parent lookup field is updated the values diverge.
When i edit the description or any field in the potential, account, contact and lead, the Last Activity Time is being updated like the Modified Time. This is messing all workflows and reports and we are unable to track real last time of activities like
Dear Customers, We hope you're well! By their nature, modern businesses rely every day on computations, whether it's to calculate the price of a product, assess ROI, evaluate the lifetime value of a customer, or even determine the age of a record. With
Hello Zoho Pagesense Team, We hope you're doing well. We’d like to submit a feature request to improve the color selection options in the Pagesense popup editor. Current Limitation: Currently, to set text colors, users must move the color slider manually.
Hello Zoho Writer Team, We hope you are doing well. We would like to submit a feature request to enhance Zoho Writer with a full set of accessibility tools, similar to the accessibility options already available in the Zoho Desk agent interface. 🚧 Current
Hi! I am setting up an automation in zoho campaigns and it says the crm is integrated...but when I want to use a trigger of a certain tag I created for people in the crm to denote those who purchased, it doesnt have that tag available as an option in
I am trying to add a row to a spreadsheets that has fewer than 60 rows. I keep getting an error message that says I have exceeded the maximum limit of 65,536 rows. Any ideas out there?
Hi all, I have been duplicating + editing forms for jobs regarding the same department to maintain formatting + styling. The issue I've not run into is because I've duplicated it from an existing form, the URL doesn't seem to want to update with the new