¡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 There When we enable the performance module there a prompt Mismatch between the template-configured module and the currently enabled module. How do we resolve this
Greetings! In today's business landscape, messaging apps play a significant role in customer operations. Customers can engage with businesses, seek support, ask questions, receive personalized recommendations, read reviews, and even make purchases—all
Hello Everyone, A Custom function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. Requirement:
Hi, i need help with writing deluge code function, to scenario is like this - i want to create a workflow thats after 10 that the call ends the deluge function will create a new note in module calls that link the note in module calls to the his lead ticket
Hi, we are using "Pay via Check" option to pay for our Bills in Zoho Books. I would like the memo on the check to pull directly from one of the custom field values within the Bill. Is there any way I can do this? The memo that I need is already on the
The subject says it all - but just to clarify: This is to request a new feature that would allow users to schedule the delivery of an email for a given date & time. In small companies it is quite common to work unsocial hours on customer emails. But some
I've just noticed that we now have the option of static or standard subforms, but I can't find any posts on the new feature. So, how does the new subform type work?
Hello I am getting this error with the code below. Anyone know how to fix? Check and update the code in line 5 as there is a Exception : Variable 'invoice_id' is not defined // Define Organization ID (Replace with your actual Zoho Invoice organization
I have noticed that our list of contacts in Zoho Desk duplicates contacts periodically. I have yet to identify when or why. How do I merge or delete them? I see there is a "Deduplicate" but I am unable to find anything that explains this feature.
I found "CloudZTech" on fiverr and I hired them to do a simple $300-$500 task. They did not deliver on time and I was forced to fire them. You guys must watch out for these fake ZOHO PARTNERS, 99% of them don't have the expertise necessary to help. I
Some of our products are pickup only and some delivery. Is there a way of doing this in commerce. Plus we give volume discount to all customers. We handle this in Books using pricelist and range pricing. Is there a way of doing this within commerce.
I want to create a new Desk connection where the parameter to use 'credentials of login user' is set to YES. I'm able to create a new connection but am never given the option to change this parameter. Is this a restriction of my user profile, and if so,
I added the Zia bot to my portal, but it's rarely able to answer questions, even when I have dedicated articles for the question. How can I best train it? Should I change the title of my articles, add more information inthe body copy?
I saw how to share off a document to the public, which is great, but I was also wondering if there is a way to get a direct download link for a zoho doc. I would like to be able to simply send people my documents without them having to find download on the zoho page (not hard, but just for convenience)
Hello, so I am new to Zoho One. I'm fairly confident what I want to do can be done I just need guidance on how to accomplish it. I have a Zoho Form. When a customer fills out the form I want to generate a quote (that I will email to them, I do NOT want
hi there , i have set up open ai api to zoho zia (copied and pasted to zoho zia) but I keep getting notificaiton "there is a connetion issue connecting 3rd party api on zoho" when using zia on top when click zia and try to type in word there
There are multiple discussion on this community on IPv6 adjacent issues though the most pressing issue for IPv6 support is not solved yet the support team seems to not understand what is the issue and is steering the conversation to the wrong and misleading
We are using the Zoho One plan and some of our clients have reported that they cannot accept the quote when we select their email at the bottom to send the quote to. When trying to accept, the quote prompts a message saying "You are not allowed to accept
Hi Everyone I want to transition from Reckon Accounts Hosted to Zoho Finance, as I have numerous other tasks in Zoho One, and it seems logical to make the move. (Reckon has a QuickBooks back end & is hosted on Assure now, think) I would really like to
Hello Everyone We’re excited to introduce Flex, a new component for Canvas in Zoho CRM! Flex is here to give you greater control over how your data is displayed in your layouts. This component enables responsive layouts that adapt across different screen
there is a limitation in software that we can't assing Vendors to our staff - we can only assign Customers on staff wise!! There is a limitation of this software that in case i want to assign limited vendors to my staff - it's not possible. Either i will
Hi Zoho Community, I’m struggling to get a custom community portal in Zoho Desk to display my branding and styling correctly, and I’d love some help troubleshooting this for a client’s support portal. Details: Setup: Zoho Desk (Professional plan, latest
I'm looking to only have the views pertinent to my organization. Is there a way to show only my custom views (or separate them to a different area or something)? If not, this should be a feature as switching from Zendesk we had this option...
Hello everyone, and welcome back to our series! Customer retention is one of the key factors that impact the long-term success and sustainability of a business. High customer retention rates indicate satisfied customers, quality products or services,
Before Going To The Qc stage , site ready ness file upload mandtoty how to achive this in the blue print transition Is it possible on click of the predelivery Transition show the alert message if site ready ness file upload empty also not move the stage
Hello Community, Trident for Windows is here with exciting new features to help you stay productive and make collaboration simpler. Let’s dive into what’s new! Slash commands are now supported in the Cliq module. You can now use slash commands from the
Hello everyone, I have a question that I can't figure out on my own. How to convert time into string (singleline) and remove second. Like HH:mm. If I convert it as below, the result becomes null. Thank you very much. input.Time.tostring("HH:mm") result:
We have a large amount of Inventory Items. We would like to import these into Zoho Inventory but while we can import the majority of data, the storage bin refuses to map. Has anyone successfully imported the data and mapped the bin?
Hi I'd like to format my T&C's to auto format a Deposit amount based on the Total. "Quotation is valid for 7 days from the date of issue. A 75% deposit ( R .00 )is required to confirm the booking. The remaining balance ( R .00)is due upon project completion.
Hello, please consider making your feature roadmap visible to us users so that we know what to expect in future. This may appease current users who are seeking clarification on feature implementation dates, so that they can make an informed decision whether
i'v created a zoho creator application for take a picture and rename it by phone. Now i need to send Each renamed pictures to my ftp or to specific folder on google drive...then, delete it from creator. (every picture recived it will processed by another program and stored on my Erp) HOW CAN I DO ??
I would like to see more layout options and specifically to have the meeting description beside the calendar booking function, when sharing booking links to specific consultations/meetings. Below is a screenshot from Calendly. I love this layout and it
An Issue Layout is a customizable form to add and update information about a specific issue. The fields in the issue layout can be changed dynamically based on user requirement using the issue layout rules. Consider a scenario where an electrical fluctuation
Hello everyone, Managing e-Way bills just got more convenient with the Zoho Books mobile app! For businesses operating under the GST regime, e-Way bills are essential for tracking the movement of goods. Previously, you had to log in to the web app to
Hello, I recently created a custom module to handle a particular type of order/transaction in our business. Having got this up and running I've realised that it would be much better to use the Deals module with a different layout instead. We've entered
Hi Everyone, I built an application to track assets, which is used both at the office (desktop) an in the field by technicians (mobile app). In the field, technicians open an existing form and add rows to a subform at some point. One field they have to
Hello, I have been able to allocate landed costs to the purchase cost of the new products. however, what i need to see now is the actual cost price (original cost plus landed cost), of only my newly purchased products to enable me set a selling price