¡Hola Comunidad de Zoho en Español! 👋
Después de un breve lapso de tiempo, volvemos con una nueva edición de nuestro Community Digest, donde te contamos las novedades de los productos de Zoho en los últimos meses. Estas mejoras se centran en nuestros productos como CRM, Projects, Forms y Commerce, y refuerzan tres pilares clave del ecosistema Zoho: la IA, la automatización y la experiencia de usuario.
Meetup de Usuarios de Zoho
Primero, queremos agradecer a la comunidad de usuarios de Barcelona y Valencia por una sesión muy productiva: durante nuestro Meetups de usuarios de Español Zoho Community, hablamos de funcionalidades clave de SalesIQ y CRM, descubrimos nuevas formas de optimizar procesos y además aprovechamos para hacer networking. ¡Todo un lujo de jornada en la mejor compañía!




Y ahora sí, vamos con las novedades de nuestras herramientas. Prepárate, porque en estos últimos 6 meses han pasado muchas cosas:
1) Zoho CRM: Más inteligencia, más control y más flexibilidad
- CommandCenter 2.0. Para que puedas automatizar mejor tus recorridos, CommandCenter ha presentado las siguientes actualizaciones: 1) Una nueva interfaz más visual e intuitiva. 2) El uso de “signals”, que te permiten activar transiciones basadas en eventos provenientes de diversas fuentes. 3) Los “stages” ya no dependen de un único módulo, sino que permiten transversalidad entre varios.
- Zia LLM: Nuestra IA también se ha actualizado y ahora ZIA te ofrece sugerencias más seguras y rápidas y funciones de IA generativa integradas para no depender de de inteligencia artificial proveedores externos.
- Control de visibilidad: Ahora puedes dar permisos basados en los perfiles de los usuarios para gestionar quién puede ver la línea de tiempo y el historial de interacciones.
- Canvas mejorado: Hemos añadido un nuevo componente en formato cuadrícula para organizar datos de manera más flexible. Y Soporte para layouts responsivos mediante “breakpoints”.
- CRM for Everyone: Llevamos ya tiempo anunciando CRM for everyone, y desde el Q2 ya está aquí. Descubre una nueva forma de habilitar a tus equipos de marketing, atención al cliente o finanzas para que puedan colaborar dentro del CRM de forma más ágil.
- Integración con Microsoft Graph API: Ahora aseguramos una mejor conectividad con Outlook/Microsoft 365 mediante la conexión con Graph API.
2) Zoho Projects: Mejor control y mayor claridad en la gestión del trabajo
En los últimos meses, Zoho Projects ha introducido mejoras directamente relacionadas con productividad, permisos y organización.
- Access Control en Time Logs: Gracias a la jerarquía de usuarios ahora puedes definir quién puede ver, añadir, editar o eliminar registros de tiempo dentro de su equipo y realizar acciones masivas para borrar time logs propios.
- Campos URL ampliados: Los campos URL en layouts de tareas ahora admiten hasta 1.000 caracteres, permitiendo enlaces más completos.
- Reutilización de listas de tareas: Puedes utilizar listas de tareas ya existentes dentro de tus plantillas, agilizando la creación de nuevos proyectos.
- Integración mejorada con Zoho Flow: Ahora puedes usar Zoho Flow para automatizar acciones desde reglas de workflow o blueprints dentro de Projects.
3) Zoho Forms: Mejor accesibilidad en tus formularios, ahora más modernos y conectados
Zoho Forms también ha presentado una gran cantidad de novedades durante estos últimos meses:
- Diseño en cuadrícula (grid layout): Ya puedes organizar tus formularios en 1, 2 o 3 columnas, mejorando su estética y su legibilidad.
- Verificación OTP integrada: Los formularios pueden solicitar OTP (para email/teléfono) sin salir de la pantalla.
- Múltiples cuentas de WhatsApp Business (para Zoho One) : Hemos ampliado la compatibilidad en cuanto a las cuentas de Whatsapp para aquellos equipos que manejan más de un canal de WhatsApp Business.
- Accesibilidad WCAG 2.2 AA : Zoho Forms ahora cumple con el estándar de accesibilidad WCAG 2.2 nivel AA, haciendo los formularios más inclusivos.
- Configuraciones mejoradas de Data Push: Ahora es posible enviar datos de campos específicos mediante configuraciones más precisas en “Post Submission Tracking”.
4) Zoho Commerce 2.0: Más rápido, más global, más personalizable
Hemos presentado oficialmente Commerce 2.0, una actualización de alto impacto que mejora rendimiento, diseño y capacidades globales:
- 15+ temas profesionales: Ahora puedes elegir entre más de 15 temas totalmente personalizables para construir tiendas modernas sin necesidad de utilizar código.
- Rendimiento optimizado: Ahora puedes hacer uso de CDN (Content Delivery Network) y además hemos implementado un código más ligero, reduciendo los tiempos de carga.
- Nuevas integraciones de envío
- Checkout multimoneda: Te facilitamos vender fácilmente en distintos mercados internacionales con el checkout multimoneda.
- Nuevos informes y auditoría: Informes más detallados (p. ej., ventas por cupón) y activity Logs / Audit Trail para un seguimiento completo de acciones en la tienda.
Es increíble todo lo que avanza la tecnología en 6 meses, y nuestras mejoras siguen enfocadas a hacer mejor uso de la automatización, la colaboración entre equipos y la creación de experiencias más inteligentes y ágiles, sin perder el foco en el uso de la IA.
¿Qué te parecen estas actualizaciones? ¿Hay alguna que vayas a implementar? ¡Cuéntanoslo en comentarios!
¡Nos vemos en el próximo Digest!
Recent Topics
Attachment reminder?
My team and I often need to attach files to our messages, e.g. an explanatory screenshot or a shipping label. More often that I want to admit I mention the attachment but forget to actually attach it. Some email clients have a check-for-missing-attachments
ZIA in Zoho Cliq
Is It possible to use the ZIA feature from Zoho Analytics in the Zoho Cliq?
Critical Need for Global Search in Zoho FSM
Hello Zoho FSM Team, We are currently in the process of deciding whether to fully transition to Zoho FSM for managing our field service operations. At present, our team actively uses Zoho Desk (with over 50 users) and Service Fusion, which we are considering
Collections Management: # 1 Payment Collection is All About Convenience
"Sir, can you come tomorrow? My manager wasn't available for the cheque sign-off", the customer said, avoiding eye contact. Ravi forced a polite smile, but inside, he felt a sense of defeat. He had already visited the customer's office twice in the last
Audio/video quality issues with Zoho Meeting – Any roadmap for improvement?
Hi Zoho Team, We’ve been using Zoho Meeting for both internal and external meetings, and unfortunately, the experience has been consistently poor. The video and audio quality are so unreliable that it often renders meetings ineffective—especially with
Cash based businesses cannot use the new fixed asset module
Hello all, If your bookkeeping is reporting in cash, you cannot use the new fixed acid module, as it does all the depreciation bookings accrual and not cash. This is definitive and you can't turn them into a cash booking. They will never appear in your
Zoho Learn & Zoho Connect
Hi, Is there a way to sync the knowledge base we have in Zoho Learn with the manuals section is Zoho Connect? Thanks,
Apply Payment Received Amount Zoho Books Invoice
Hello team here is the sample code How can apply the payment received record over a unpaid zoho books invoice. //......................... paymentID = customer_payment.get("payment_id"); organizationID = organization.get("organization_id"); paymentmaplist
[Live Webinar] New in Zoho WorkDrive: AI enhancements, Data Loss Prevention, Version Controls, and more
Hello everyone, We're excited to bring you another round of powerful updates in Zoho WorkDrive! Join us on May 15 for an exclusive live webinar where we’ll unveil the latest features designed to enhance your team’s productivity, collaboration, and data
Live webinar: Streamlining legal operations: Leveraging Zoho WorkDrive for law firm success
Hello everyone, Managing legal documents across departments and jurisdictions can be complex, but it doesn’t have to be. Join us on March 6 for an exclusive webinar where we’ll show you how Zoho WorkDrive empowers legal teams to stay compliant, organized,
Live Webinar: Optimizing back-office operations in the manufacturing industry to maximize profitability
Hello everyone, We’re excited to invite you to our upcoming live webinar on February 6! Discover how Zoho WorkDrive can help manufacturing businesses optimize back-office operations, improve efficiency, and boost profitability. Our product experts will
Live webinar: 2024 recap of Zoho WorkDrive
Hello everyone, We’re excited to invite you to our year-end live webinar! This session will take you through the transformative features and updates we’ve introduced in Zoho WorkDrive this year, helping you streamline document management like never before.
Live webinar: Explore WorkDrive's seamless integrations with key Zoho apps
Hello everyone, We’re excited to invite you to our upcoming live webinar, where we'll delve into the seamless integration of WorkDrive with other key Zoho applications! This is a fantastic opportunity to enhance your productivity and streamline your workflows
Live webinar: Getting the most out of WorkDrive in Zoho Workplace
Hello everyone, We’re excited to invite you to our upcoming live webinar, where we’ll explore how to maximize your use of WorkDrive as part of the Zoho Workplace bundle. This is a fantastic opportunity to elevate your productivity and streamline your
Live webinar: Mastering data migration, organization, and team collaboration
Hello everyone, We’re excited to invite you to our upcoming live webinar! Discover how to seamlessly migrate your data, optimize file organization, and boost team collaboration using Zoho WorkDrive’s powerful features. This is a fantastic opportunity
Join our live webinar: Explore the WorkDrive TrueSync application!
Hello everyone, We are thrilled to invite you to a live webinar focused on mastering the WorkDrive TrueSync application. Discover how to seamlessly sync your content between the cloud and your computer, ensuring smooth and efficient file management. Our
Envio de mails
Hola! No puedo enviar mails pero si recibirlos. No se como solucionarlo! Mi dominio es chidobebes.com.ar
ERROR CODE :554 - Your access to this mail system has been rejected due to poor reputation of a domain used in message transfer
In my email configuration: The domain's MX Records are pointed to Zoho The domain's SPF Records have been pointed out successfully DKIM is enabled. DMARC Record is pointed for the domain. The domain name is digioorja.in. Still facing the issue of Error:
This Operation has been restricted. Please contact support-as@zohocorp.com for further details
l tried to verify my domain (casalimpaeperfumada.com.br) and its shows this error: This Operation has been restricted. Please contact support-as@zohocorp.com for further details.
SLOW EMAILS
Is there an issue with the Zoho server? For two days now I've been having issues with very long buffering. Please advise. Thank you.
POP3 authentication error - SOLVED
Just in case others are as forgetful as me ... As Zoho has changed the POP server for personal and free organisational users, I needed to change the POP server on my email client. This failed persistently but eventually I remembered that I had chosen
Add Zoho One Groups/Departments to Shared Mailbox Access
Hi, I hope you're doing well. Currently, in Zoho Mail, I can manually add specific users or the entire organization to a shared mailbox. However, there is no option to add Zoho One groups or departments. Feature Request: We would like the ability to assign
Allow Filters with Only Special Characters in Zoho Mail
Hi Zoho Mail Team, I hope you're doing well. We have noticed that currently, Zoho Mail does not allow creating filter criteria using only special characters, such as = or #. However, there are scenarios where such a filter is necessary. For example: Filtering
How to save email as PDF?
I saw 2 previous threads about this. One is from 14 years ago. The other was closed as "answered" a year ago but the feature was never implemented: https://help.zoho.com/portal/en/community/topic/how-to-download-save-emails-as-pdf Is the "save as PDF"
Flexible plans
Hi, I have a Workplace Standard subscription. On Zoho's website, it mentions that with the annual plan it's possible to have multiple plans under the same organization—for example, Workplace Standard and Mail Lite. However, I can’t find a way to do this
Weekly Tips : Teamwork made easy with Multiple Assignees
Let's say you are working on a big project where different parts of a single task need attention from several people at the same time—like reviewing a proposal that requires input from sales, legal, and finance teams. Instead of sending separate reminders
Cannot give public access to Html Snippet in Zoho Creator Page
Hi, I created a form in Zoho Creator and published it. The permalink works but I want to override the css of the form. (style based URL parameters is not good enough) So I created a page and added an Html snippet. I can now override the css, which is
Weekly Tips : Customize your Compose for a smoother workflow
You are someone who sends a lot of emails, but half the sections in the composer just get in your way — like fields you never use or sections that clutter the space. You find yourself always hunting for the same few formatting tools, and the layout just
Accounting on the Go Series-43:Enhancing Your Reporting Efficiency with Dashboard Filter State Retention
Hello everyone! Welcome back to our series on Zoho Books mobile app features. Today, we will talk about a feature that yet again helps you focus on work that really matters-Dashboard Filter State Retention. Imagine you're working on your Zoho Books dashboard,
Zoho books/payroll tax payment
I accidentally made a second payment to my taxes for $300 which is reflected in my bank account and therefore on Zoho books but I can not match it to any transactions because its not reflected in payroll as a tax payment. Is there a way to add an extra
I can't renew the Finance Plus subscription
I tried to renew the Finance Plus subscription but it keeps reloading the same page over and over when ever I click on "Renew Subscription" button
Estimate vs Quote
they are different. Quote is for 1 piece price + other charges. Estimate is for total quantity to be ordered. The gross total amount of the Estimate is the amount payable. Replacing Estimate as Quote is not understandable because they are different. In
Accounting on the Go Series-47: Effortless GSTIN Management- Auto Populate TaxPayer Details in Zoho Books Mobile App
Hello everyone, Welcome back! Today, we're focusing on a feature specifically designed for our Indian users in the Zoho Books-Indian edition, particularly those who deal with GST compliance regularly. We understand the importance of accurate and efficient
Accounting on the Go Series-48: Enhance Accuracy with Custom Work Week Start Days in Zoho Books iOS app
Hello everyone, Welcome back! We’re here with another feature spotlight that might seem small but can have a big impact on your daily routine: setting the first day of the work week in the Zoho Books iOS app. Imagine this: You’re a business owner who
Time to Get Paid Report in ZBooks
Hello, One of our customers who has 25 different companies around the world gets 60 days to make payments. Unfortunately, the subject report does not report an average time to get paid (in days) or the ability to look at a custom period of time. Currently
How to prepare a balance sheet for a company that has no operations yet?
.
Project Billing Method from Zoho People
Normaly our customers use Zoho Projects to manage projects and timesheet that are being charge to the customer. Using the integration from Zoho Project we can have projects base on different billing method. For example most of our customer use Hourly
Zoho Books-Accounting on the Go Series!
Dear users, Continuing in the spirit of our 'Function Fridays' series, where we've been sharing custom function scripts to automate your back office operations, we're thrilled to introduce our latest initiative – the 'Zoho Books-Accounting on the Go Series'.
Zoho Books | Product updates | July 2025
Hello users, We’ve rolled out new features and enhancements in Zoho Books. From plan-based trials to the option to mark PDF templates as inactive, explore the updates designed to enhance your bookkeeping experience. Introducing Plan Based Trials in Zoho
Zoho Books | Product updates | August 2025
Hello users, We’ve rolled out new features and enhancements in Zoho Books. From the right sidebar where you can manage all your widgets, to integrating Zoho Payments feeds in Zoho Books, explore the updates designed to enhance your bookkeeping experience.
Next Page