¡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
How can I setup the CRM so whenever the Amount field is being changed, the user who changes it needs to fill in a reason of change -> Could be a Subform entry or even a note. I'm happy to use any of available features -> Workflows, Functions, Buttons,
I developed a website registration page and need to send verification email. I am using sendinblue for sending out the verification emails. Somehow, the mail is not being received by the Zoho users. Gmail, outlook, yahoo domains works fine but when I try to send the mail to my Zoho account I am not able to receive the mail. Can you please let me know what might be the issue?
Right now i have a simple setup live with Make.com sending a Whatsapp template message from Twilio to a Lead received from Facebook Lead form then a ChatGPT bot taking care of the conversation. But no CRM On SalesIQ i can't find a way to start a conversation
Hello Everyone! Welcome back to the Community Learning Series! Today, we explore how Zylker Techfix, a gadget servicing firm, boosted productivity by tracking the time spent at a particular ticket status in Zoho Desk. Zylker Techfix customized Zoho Desk’s
Cliq 1.7.5 System: Ubuntu 24.04.2 LTS x86_64 Installed from the .deb package (cliq_1.7.5_amd64.deb / MD5: 10c5924911a2e90af012d564da670bf8) GNOME 46 Whenever I get new messages the status/notification icon remains unchanged (white icon without the red
Is there a way to customize how the success message is displayed after a Zoho webform is submitted? We’d like the success confirmation to match the visual style and branding of our website, so we're looking for options to either apply our own CSS or replace
Hello, everyone! We are excited to introduce an option to send WhatsApp messages via IM(Instant Messages) using pre-approved templates directly from the ticket and contact details screen of the Zoho Desk app. In the ticket details screen, we have enhanced
We are trialing answer bot in our knowledge base and like what we see so far. One of the things we like is that upon answering a query, answer bot asks "Was this helpful?" (see attached). As part of our trial we've been responding to this by clicking
I need a field that only captures the time. I don't like the Date-Time field. It is very clumsy for the user to input AND I need to sort by time separately. PLEASE add a new field that is dedicated only for inputting time. I don't need seconds just hours and minutes. Bonus would be to change it from AM/PM to military/international time. What do we need to do to make this a separate field??? I don't want a work-around, I just need the field. Is there someone out there that knows how to create
I have to make 60+ Mail merge templates in ZOHO CRM to use for editing in WRITER and then sending on to sign for signatures. So I have been working on 1, setting all the styling and automatisation right, and I want to use this one as a master template
Nous avons le plaisir de vous annoncer la sortie de Zoho Sprints Mobile 2.0 : une version revisitée de notre application, avec une interface modernisée, de nouvelles fonctionnalités puissantes et une navigation optimisée. Grâce à cette mise à jour, gérer
I want to allow portal users to log in using their mobile number. I referred to below documentation, but it mentions that this is only supported for Indian mobile numbers. Is it possible to enable login using a Singapore mobile number? https://help.
Hello everyone! In the latest version(v1.4.0) of the Zoho Webinar app update, we have brought in support for the 'Organizers' chat feature. In addition to the existing public chat, co-organizers now have access to chat separately with organizers and attendees,
Add "Required" to conditional options for fields. Example: A Sign document contains 2 fields Company Type (picklist) Company Registration Number When "Limited Company" is selected from the Company Type, the Company Registration Number should become
Hi im new to zoho creator. Been through many forums and training clips but cant find a solution. 1. I have an on prem mssql server called "Sales" with a tabel called "Monthly" the server address is 10.0.0.10 2.i have Databridge installed on the server
I enter a lot of notes onto Account and Contact records. For example, I would like to add a note to a person with a link to their blog. When I paste the link into the note, it pastes ok, but it's not a "clickable" link. Is there a way to maintain the
Hello everyone! In the latest version(v1.1) of the Zoho Webinar app, we have brought in support for the following features: Dark theme. Organizer's chat. Emoji reactions. Recording consent prompt for attendees. Live answer on questions list. 1. Dark theme:
Your CRM assistant just leveled up. Zoho CRM's Ask Zia functionality now offers a more conversational and context-aware experience to help you not just understand your data, but act on it—all from one chat window. With its redesigned interface and expanded
Last modified on 04/04/2023: Field of lookup is now available for all Zoho CRM users in all DCs. Note that it was an early access feature available only upon request. Hello All, We're thrilled to talk about a much-awaited enhancement to lookup fields—now
Hello Everyone, We are much elated to invite you all to our upcoming session in Zoho Deluge! Bringing on to your table - Get to know Deluge: Zoho’s powerful scripting language Understanding Deluge Zoho’s suite of applications offers robust solutions for
We’re thrilled to announce a powerful update to the Zoho Marketing Automation WordPress plugin with WooCommerce integration! This enhancement enables new possibilities for businesses running online stores using WooCommerce, empowering them to merge seamless
Hello, Currently I am revamping our CRM system and we have created second layouts from to try out new processes while not disrupting the old one. Moreover, we want to use different layouts for different processes. The issue is that when creating the ZCRM
So I have created a list of equipment in a module and want to add it to some of the customer accounts, but not all of them, how do I do this? Thanks :)
I am having some trouble with my workdrive connection in zoho crm. What I want to do is this: 1) Create a folder for each account record in workdrive team folder, name it after the account name field 2) For each upload to a record in the deals module,
Hello, We would like to set up Zoho CRM based on Account/Company centric approach. We are using several Templates for each company in the Group. And the Account/Company module shall be available to all Templates. The Account/Company module will have all
When adding a button there is an option use a "Link to Email Address" which triggers an email addresses to the To: email and with the Subject as per the Subject field. I want to add some text in the body of the email, such as My contact details are: Name:
I have deleted the domain and/or closed the organization in my Zoho account, but the email address (e.g., info@brassprime.com , orders@brassprime.com , returns@Business Companion ) is still associated with the previous organization. Now I cannot
We are delighted to share some exciting news following our previous announcement about multi-language support! Our multi-language capabilities have been significantly enhanced to better serve our growing and diverse user base. Below is the complete list
Hello, Apologies if this has been answered before—it's possible I'm just not searching the community with the right terms. I'm trying to create a dashboard in Zoho Analytics that pulls together reports from several datasets (e.g., CRM Deals, Books Invoices,
We’re currently using Zoho Projects across multiple departments in our company (e.g., Marketing and Project Implementation), and we’re trying to figure out the best way to keep each department's projects and templates completely separate. Here’s what
Hello everyone, We released a new UI for the record details page early last month (March 11th, 2020) and are happy with the overwhelming response. A big thanks to everyone for your valuable feedback and suggestions. Based on those suggestions, we have introduced the following changes: The width of the Notes section has been increased. The width of the Description column in the Related List has been increased. Introduced appropriate colors to represent the closed won or closed lost deals. The
Hi there! I have a simple approval process set up and have confirmed that it is working for at least one of my team (I'm super admin). So, the process is set up correctly. However, for a specific user in my organization, the process doesn't trigger when
I have a list of email addresses which I want to delete from all lists. The contacts are distributed over multiple lists. So I cannot delete whole lists because there are other contacts too? Is there a way to import the list and delete the contacts in