Community Digest Abril 2024 - rewards, consejos, ¡y formación de CRM Plus!

Community Digest Abril 2024 - rewards, consejos, ¡y formación de CRM Plus!




¡Hola a todos! ¿Habéis notado la energía que vibra en nuestra Español Zoho Community? ¡Abril ha sido un mes increíblemente activo!

Vuestra participación y vuestro entusiasmo nos han inspirado a traer el programa de rewards para agradeceros vuestro valiosísimo aporte. Queremos premiar vuestra colaboración y, a la vez, impulsar el crecimiento de la comunidad con aún más recursos para todos. ¡Más detalles próximamente!

En esta edición del Community Digest - Abril 2024 descubrimos:
  1. Zoho People: Notificaciones en cambios de turnos de los empleados & Añadir partes médicos a los formularios
  2. Zoho Forms: Modificar palabras en la URL de los formularios web
  3. Zoho CRM: Detalles exactos en el cambio de divisa
  4. Zoho Survey: Asegura la sincronización de datos del cliente entre Zoho Survey y Zoho CRM
  5. Formación sobre Zoho CRM Plus: Workshop CX 20-21 de mayo en Madrid.


1.1 Zoho People: notificaciones en cambios de turnos de los empleados

Un usuario nos ha preguntado cómo deshabilitar las notificaciones de cambio de turno en el sistema de gestión de turnos. Esta es una consulta que puede ser útil para muchos de vosotros, ya que estos correos electrónicos pueden resultar importunos en ocasiones.

En el siguiente enlace encontrarás un tutorial que te explica paso a paso cómo deshabilitar dichas notificaciones.


1.2 Zoho People: añadir documentos a los formularios

Otro usuario necesita habilitar la subida de documentos como partes médicos. Si tú también quieres aprender a configurar tu Zoho People para la gestión de vacaciones y ausencias de tus empleados, te animamos a leer esta entrada. 

2. Zoho Forms: cambiar el nombre en la URL de los formularios web

Ha llegado una consulta a la Español Zoho Community sobre cómo cambiar el nombre que aparece en la URL de un formulario creado en Zoho Forms. Si bien esta opción no está disponible de forma nativa en la plataforma, existen alternativas que te permiten personalizar el nombre de la URL, encuéntralas aquí. 

3. Zoho CRM: Cambio de divisa

El cambio de divisas es algo muy importante para cualquier negocio con clientes o proveedores internacionales, por lo que en Zoho CRM tienes la opción de personalizarla. Nuestra experta en Zoho CRM, junto con uno de nuestros usuarios más activos, resuelven esta duda para un miembro de la Español Zoho Community y lo tienes en este link. 

4. Zoho Survey: Asegura la sincronización de datos del cliente entre Zoho Survey y Zoho CRM

Un miembro de la Español Zoho Community nos trae un consejo muy útil a un hilo anterior para asegurarnos de que el registro de un cliente en Zoho Survey se sincronice con Zoho CRM. ¡Muy importante para garantizar que no se pierda el historial del cliente! Para descubrir este proceso, ¡haz click!.

5. Formación de Zoho CRM Plus para ti y tu equipo: Workshop CX en Madrid

No te pierdas la oportunidad de recibir formación práctica en persona sobre todas las apps incluidas en Zoho CRM Plus* de la mano de nuestro equipo de soporte los próximos 20 y 21 de mayo en el Hotel Cuzco.

¿Por qué asistir a este workshop?
  • Aprende a optimizar tu uso de Zoho CRM Plus con talleres formativos y demostraciones prácticas en directo.
  • Resuelve todas tus dudas en sesiones 1:1 personalizadas con un experto Zoho.
  • Obtén un certificado oficial de formación que acredite tus conocimientos.
  • Amplía tu red de contactos y haz networking con otros usuarios de Zoho.

Reserva ya tu plaza y aprovecha esta oportunidad para convertirte en un experto en Zoho CRM Plus y aprender en persona. ¡Te esperamos!

La mayor parte de las ponencias serán en inglés, con algunas en español. Las sesiones individuales con nuestros expertos serán en inglés o español según disponibilidad del experto de nuestro equipo y preferencia del cliente.

* CRM, SalesIQ, Desk, Projects, Campaigns, Analytics, SalesInbox, Social, Survey.


¡Gracias por ser parte de Español Zoho Community!


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