¡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, Greetings from Zoho Bookings! We're happy to announce a new version of our product with enhanced features to simplify scheduling, coupled with a sleek interface and improved privacy across teams. Here's what you can expect from the latest
Hello, how can the ticket layout be changed using the API? I would like to choose the layout directly when creating the ticket. If this is not possible, my question would be how can I change it afterwards? Best regards, Sven
I want to sync my zoho crm and backend with eachtoher, I can receive webhooks from crm and sync from it but when I try to sync to crm , I get this error for Deals module Zoho error: { data: [ { code: 'MANDATORY_NOT_FOUND', details: [Object], message:
I get high CPU usage intermittently both using Zoho Mail on Firefox as well as on the Zoho Mail Desktop app (Mac). To me it seems like a bug because idle usage is normally quite low. Right now, for example, the desktop app uses <1% in the background which
[media pointer="file-service://file-LF6KAwkyDJNd6MbzZmctS3"] [media pointer="file-service://file-FN66XQUngquBJGLdrS827u"] +7 -2 Lines changed: 7 additions & 2 deletions Original file line number Diff line number Diff line change @@ -1,10 +1,11 @@ import
I keep receiving this error after trying to edit blog posts that were previously saved for posting at a later date: Additionally, I try to make new posts and they show this message, "Failed to save".
I am chasing down a few outliers on tickets that my team is reporting to me seen in some of our Zoho Analytics Dashboards with regards to Zoho Desk with regards to First Response Time. Our support organization is setup with different SLA's based on three
We all write SQL queries in a style that makes them clear and easy to understand. However, I’ve noticed that Zoho Analytics sometimes reformats queries in a way that reduces readability - especially when editing existing queries written in a specific
I have created an "External Contacts" Custom Module for adding Contacts who aren't directly associated with a Customer or Vendor but who are related to Orders by being a Site Contact, Job Contact, Warehouse Contact, etc for third party. How can I go about
Hello, We're exploring Zoho Learn as a possible solution to creating some training courses to external users on our system. We'd like to run a workflow/ integration to Zoho CRM when a course is completed. Is this possible?
Hi, I've been enjoying getting to know CPQ, the Product Configurator and Price Rules components have been very useful, albeit with some issues. I have noticed that I don't have the power to decide which level of sales staff has permissions when it comes
Hi, If I understood correctly the integrated functions (getRecords, searchRecords, etc..) I can use inside Functions in Zoho CRM are actually using the Zoho CRM V2 API. I am looking for all the field types and criteria I can use with searchRecords. The
Hi Guys I have a custom form, and I have a client Script set for onLoad of the new form. Below is the script I have defined and the error: Cannot read properties of undefined (reading 'CRM') See Screen Shot Attachement for Details. Here is the Script:
Hi,After Restart Mobil-Phone since i pressen „Synchronisation“ in my Notebook-App (iPhone) the App is hanging all the time and I have no possibility to Break up. Also Not After Restart my mobile-Phone. After the Restart ( inkl. Connection to WiFi or mobile
I can’t find in the documentation on this topic, so asking here. When the employee who has created an Employee Engagement survey leaves the organisation and their Zoho account is deleted, will the survey results still be accessible to other persons if
According to the answer of @Sagar S , "DANE has been implemented". on this topic Allow me to disagree, DANE is not implemented at least not to the EU area. The Zoho domain is not under DNSSEC protection and the related TLSA DNS records
Greetings all, Zoho Webinars will now be available for testing and deployment in Zoho CRM's sandbox environment. Sandboxes offer a safe way to replicate production environments and enable risk-free testing, training, and refining processes before making
Hi Team Requesting to increase the elegant comparators number of custom users to more than 5, this is such a crucial tool in dashboarding but 5 users is simply not enough.
Hi, I am not receiving any emails, I have tried to send myself an email from another acct and I am not receiving anything, possibly for the last few days. Bit desperate as we are a nursery and not getting important emails from our parents.
Hi everyone, A May-zing month for you! As summer rolls in and event season picks up the pace, we’ve been working on a set of updates in Zoho Backstage to help make your day-to-day life a little easier. This month’s improvements are all about tackling
Dear Zoho SalesIQ Team, Greetings. We would like to submit a feature request that would significantly enhance the functionality and intelligence of Zobot: native integration of Zia AI into Zobot scripts and blocks—with full support for Hebrew language
I'm using ZohoCRM and Zoho sign to send documents to customers to sign. We use zohoCRM's "Mail merge" option to create the templates. The problem is that those "Signature" fields have a solid white background so it looks like a stamp on the page instead
Basically I can't build a connection that works between Excel on OneDrive and Zoho. I wanted to have 1 flow checking on a row added to an excel file and then intiate an import of that row. I'm doing that manually now and thought that this could be automated.
Hi I need help making my project public for anyone to check on my task. I'm a freelance artist and I use trello to keep track on my client's projects however I wanted to do an upgrade. Went on here and so far I'm loving it. However, I'm having an issue sharing my url to those to see progress. They said they needed an account to access my project. How do I fix this? Without them needing an account.
I have a mobile responsive Zoho Sites website and when I add a Zoho Campaigns form, it is not responsive. I have used the website code and ensured that the 'responsive' checkbox is selected. But, the form is not responsive to mobile. I have attached a
I am old, and probably missing something simple, but how do I flip my zoho mail so oldest mail is on top? Thanks in advance, and a HUGE thank you to the entire ZOHO team. You just keep getting better!
Please let me know how to add comments on tickets for different agents using the API. When adding a comment it will take commenterId but then ignores that and used the API agentId. Did not see in API docs which values are readonly. I pleased to see commentedTime worked for past times. Regards, Glenn
API document references : you make use of the Upload file API and gather the attachment ID. This ID is be passed with the Send email Reply API to deliver responses with the attachment intact. Code template is as below: // ORGID ORGID = "XXXXXXX"; // Masked
The Wheels of Ticketing - Desk Stories Find your Fields What are fields? Fields are crucial in ticketing modules that capture information about Tickets, Customers, Organizations, Products, and more. Depending on the kind of data being stored, users can
Hello Everyone, Time tracking is a feature in Zoho Desk to help businesses stay organized and efficient. For Zylker Techfix, this feature has helped to track the duration of gadget services to generate accurate bills. However, Zylker Techfix faced a unique
hello Is there some syntax i can add e.g. to the subject line / body of my email that when it reaches the Zoho portal will add the request to an existing ticket. e.g {123} Currently if i have an open ticket and a customer emails me direct, i then forward
Hi everyone, We’re using Zoho People for attendance tracking and need to configure a standard 39-hour workweek that is structured like this: Monday to Thursday: 8 hours per day Friday: 7 hours Currently, our service provider has set up the workweek as
Hello Community, Trident for Windows is here with exciting new features to elevate your email communication and enhance productivity. Let’s dive into what’s new! Open .eml files in Trident. You can now open .eml files directly using Trident. This makes
Is there another way to adjust the maximum character limit for the Specifications field in Zoho Commerce? I need to accept responses with fewer than 200 characters.