¡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
AI is no longer a distant concept. It’s one of our everyday tools, from answering casual questions to generating critical business documents. And presentations are one area where AI can be especially helpful. At Zoho Show, we’ve been deliberate in how
Hi everyone! We're here with another simple yet effective plug for your chatbot to integrate with Zoho Desk. When a customer reports an issue/request during chat, it's logged as a ticket on Desk. When they return for updates, you end up searching through
First of all, thanks for shipping the new Choice Availability counter. It solves the basic “stop over-booking” problem. What’s missing, though, is a way to react when an option is sold out. Right now we can only disable/hide the choice; we can’t fire
I'm testing Zoho Assist for remote config and maintenance of our IoT devices. The devices are running Android 8.1 and do NOT have Google Play Store installed, nor can it be installed. I've been able to install Zoho Assist on the devices and load the enrollment
Hello All I am using this 2 users to test out how it work on Performance Management User 1 - Reportee User 2 - Reporting Manager : Li Ting Haley User 1 : Self Appraisal Error How do i fix this error?
Plans change. People cancel. Tickets get handed off. It happens, and we understand. As an organizer, you need tools that offer flexibility for attendees while protecting your event’s integrity. That’s why we’ve built features to help you manage these
Dear Zoho SalesIQ Team, Greetings, We are using the integration between Zoho SalesIQ and Zoho Desk to sync articles from the Zoho Desk Knowledge Base into SalesIQ. As part of this integration, we receive the following email notification: "Your scheduled
When I go to Visitor History to manually associate a visitor with a known contact, I press the pencil symbol next to the system-generated ID number. I enter first and last name, then email. Looks good so far. However, when it syncs with CRM, first name
Hi, got an issue with syncing cards across windows app, web app and iphone app. If I create a card and add some text content then everything syncs across all platforms ok. If I create a card and add an attachment, be it pdf, jpg or movie then the card
For default modules in CRM, whenever I create a task for a contact, the task also appears in the record for the parent account. How do I replicate this with custom modules? My specific situation is that I have a custom module as a child module to Accounts.
In My zoho crm i have created a button automation which basically is it converts a quote into invoice and sales order , so initially when a person who is my app user submits a quotation form it goes into quote module and record is created and in each
Hello! We are proud to launch Zoho Commerce 2.0, a reimagination of how online businesses look, feel, and function. This launch is both timely and symbolic, as we reaffirm our commitment to empowering small and medium enterprises with powerful, yet simple-to-use
We’ve introduced a new way to put Zia’s generative AI to work—right where your teams need it most. With the all new prompt builder for custom buttons, you can create your own AI instructions to generate tailored content, suggestions, or summaries across
I have a requirement to integrate a local system with Zoho Books. I need to create items in Zoho Books with batch tracking enabled, but I couldn't find a specific API for that in the Zoho Books API documentation. Is there a dedicated API endpoint to create
Hi there! The educational sector often faces the hassle of handling extensive paperwork, which leads to increased operational costs. A digital signature solution like Zoho Sign can help you modernize your processes, go fully digital, and seamlessly collect
Dear Zoho Community, I am refining a sales pipeline in Zoho CRM, implemented in May 2025, to enhance efficiency for a small business managing client leads. While the CRM effectively tracks leads, I am encountering delays in automation workflows that update
[Webinar] Spikra shows how businesses leverage Zoho Bookings to increase revenue Hi all, Service-based businesses need to be on top of their client experience game to stay ahead. Spikra, one of our Advanced Zoho Partners, has been helping businesses deliver
Hello everyone! Welcome back to another week of Kaizen! We released the Queries feature sometime back and hope you have tried it out. A little gist about this feature before we move on to our post. Zoho CRM's Queries feature enables dynamic data retrieval
Does Dataprep have tools to convert 1D tables to 2D tables and the other way round? The actions that are commonly called "pivot" and "melt". What I mean is transitioning between these two kinds of table: 2D id ____ name ____ surname ____ age 00 ____ Matt
I want to perform SharePoint tenant to tenant migration, but the problem is I don't know how to do so. I’ve heard about different SharePoint Migrator, but I’m not sure which one is the best for this type of migration. Any guidance would be really he
UPDATES TO THIS FEATURE! 19th Jan, 2024 — Custom domain mapping has been made available for portal users in Zoho One and CRM Plus. 23rd June, 2023 — Custom domain mapping has been made available for all users, in all DCs. Hello everyone! We are elated
We cannot connect via IMAP. We are receiving the following error: Error: You are yet to enable IMAP for your account. Please contact your administrator (Failure)
Zoho CRM cannot send/receive emails and it appears as if it may be an api configuration change either via Zoho or MS. Does anyone have information on how to fix this error message? I am admin on all my accounts. Zoho and MS are blaming each other.
Hi How do I change the email address that appears on invoices, it is showing the email address that i used to sign up to zoho with but I want to change it to another email address that we use for accounts. also is there a way to edit the position of a
We are able to Group by and Filter by Priority but for some reason we can't Sort by Priority on the Task lists. Please allow for sorting by priority if the current view is not grouped by priority.
Is there a way to customize, other than the theme colour, the payment page that customers are taken to from invoices? I can't seem to find a way. I just don't like the formatting of the current page and would like to make it look better. I've looked at
Hello All I have try to turn on the add feature in the candidate form It show the error Editable Primary Lookup is needed to set add permission What is missing from my side?
Tables have always been the best way to represent data. They help you structure and categorize information systematically and present them in a simpler way. While tables in Zoho Writer are easy to implement, some tasks might not be that obvious. Here are some time-saving tips to help you work better with tables in Zoho Writer: 1. Insert Multiple Rows / Columns in a Table Adding more rows and columns is the most common action performed while working with tables. Instead of using the Table tab,
Hi Zoho Team, We hope you're doing well. We would like to request a new feature for the Zoho Desk Help Center: A built-in, configurable "Partner Finder" / "Contractor Directory" tab or section, similar in concept to your own Zoho Partner Finder at: 🔗
Hi, I am having some trouble getting the sender adress to work for responses on tickets. I would like to configure a sender adress that is different from the zohodesk emailadress that is normally used. These are the steps I have followed: 1. Add a new
Dear Zoho Desk Support Team, I hope this message finds you well. We have a question regarding the Analytics module in Zoho Desk, specifically related to deleted reports/dashboards. We would like to understand the following: Is there a recycle bin, recovery
I would like to have an option to start the zobot when user clicks on "Chat with us" button when chat widget is maximized that way visitors could see first the homepage and decide which channel they would like to use to connect, or to see the quicke help
I have noticed it is possible to activate or deactivate the PDF preview on some records but not all. This would be very helpful on Invoices when a custom template is being used and the PDF preview does not represent the output file. Not available on:
Trying to import an XLSX schedule of bills into Zoho Books I ran across the problem of date formatting. To replicate: Build a CSV file with bill dates in whatever format you like and import it - this should work if you match the "dd/MM/yyy" etc. format
The smart filters "feature" is causing confusion for Zoho Mail users. New emails should be delivered to the inbox unless they have specifically opted to redirect them somewhere else. People don't understand that new emails might be waiting in a random
I have been researching for days on how to automatically assign all the tasks to the project owner on creation of the project in Zoho Projects. I have been having to go in and manually change all the task owner from 'unassigned' to the owner of the project
I have a Kiosk screen with GetRecords and want to use the selected records in a custom function. My particular case is to set a lookup value on the selected records. Generally speaking though, I want to work with the selected records in a function. I
In my organization we archive the projects when they are already completed, charged, invoiced, so that only those that are still pending process remain active. I need to access all projects (active and archived) from an external system, but the API v3
Is there a way for customers when you set up a subscription to get an email that prompts them to put in their billing information to start their subscription? Also, can you show the subscription in their portal?