Community Digest: un resumen de octubre de 2021

Community Digest: un resumen de octubre de 2021

Community Digest de octubre de 2021

¡Hola, comunidad!

¿Qué tal este octubre? Nosotros no hemos parado y nos alegra que hayáis sido partícipes de lo que hemos ido desvelando: un meet-up virtual, una serie nueva en la comunidad, una gran actualización de Zoho One y novedades en nuestras aplicaciones Zoho. Todo, para poder ofreceros más y mejores opciones para vuestro trabajo diario. ¿Se te ha pasado algo? No te preocupes. Nuestros Community Digest están para mantenerte al día. Así que en este digest vamos a hacer un repaso de lo que ha sucedido en la comunidad en el mes de octubre de 2021:

En el subforo de Zoho CRM y Zoho CRM Plus recibimos una consulta sobre las plantillas de correo en Zoho CRM. Puedes ver de qué se trata aquí
Además, hemos empezado una nueva serie de Tips and Tricks para Zoho Desk, con el primer consejo hablándonos sobre la importancia de asistir a tus clientes en todos los canales. Síguela y ¡no te pierdas los siguientes!

Uno de los eventos destacados de este mes fue el meet-up virtual de Español Zoho Community, celebrado el pasado 7 de octubre, donde descubrimos Canvas para Zoho CRM y los primeros pasos para utilizarlo. Este ha sido el tercer meet-up del año, y si quieres asistir al siguiente, sigue nuestros anuncios en la comunidad y ¡apúntate!

Otro gran anuncio que hemos hecho este octubre es el de desvelar el nuevo Zoho One 2021: aplicaciones, servicios y experiencias unificadas en una plataforma única. Descubre todo sobre el nuevo Zoho One y únete a esta nueva forma de trabajar.

Por último, cabe destacar el lanzamiento de nuevas aplicaciones, como Zoho Learn, nuestra plataforma de gestión del conocimiento y formación para los negocios; y la actualización de algunas de nuestras apps Zoho favoritas al macOS Monterey.

¡Hasta aquí el mes de octubre! Te recordamos que esperamos tu participación en esta comunidad que estamos construyendo juntos. ¡Saludos!

    • Sticky Posts

    • Nuevos tiempos en Zoho Community en español

      ¡Hola! Os saluda Elsa Perpiñá Subiñas, la cara visible de la comunidad en español, y encargada de crear y mantener esta plataforma como un lugar donde conectar y compartir con otros usuarios. Os doy la bienvenida a una nueva era en esta comunidad, en la que las publicaciones, contenido, preguntas y respuestas estarán escritas en español, y realizadas especialmente para vosotros. A partir de esta semana podréis encontrar:  1. Nuevos subforums en los que encontrar información y realizar vuestras consultas,
    • Recent Topics

    • Modules for missed calls, emails, texts etc

      Hi there. Is there a way to create a module that would automatically show a list of all inbound calls that were missed by our users, as well as any inbound SMS's, emails & WhatsApp messages. That way, a user who is available, can work through that list
    • Subforms and automation

      If a user updates a field how do we create an automation etc. We have a field for returned parts and i want to get an email when that field is ticked. How please as Zoho tells me no automation on subforms. The Reason- Why having waited for ever for FSM
    • Conditional layouts - support for multi-select picklists

      Hi, The documentation for conditional layouts says the following: "Layout Rules cannot be used on the following field types: Auto Number Lookup Multi Select Lookup User Lookup Formula File Upload Multi Line" I have a custom module with a multi-pick list
    • Ability to Set a General Email Signature for the Organization in Zoho Recruit

      Dear Zoho Recruit Team, I hope you're doing well. We would like to request a feature that would allow us to set a general email signature at the organizational level within Zoho Recruit. Currently it is only possible for individual users to create their
    • Custom Buttons & Links Now Supported in Portals

      We’ve just made portals in Zoho Recruit more powerful and customizable than ever! You can now bring the power of Custom Buttons and Links to your Candidate, Client, Vendor, and Custom Portals — enabling portal users to take direct action without recruiter
    • Change Last Name to not required in Leads

      I would like to upload 500 target companies as leads but I don't yet have contact people for them. Can you enable the option for me to turn this requirement off to need a Second Name? Moderation update (10-Jun-23): As we explore potential solutions for
    • CC and/or BCC users in email templates

      I would like the ability to automatically assign a CC and BCC "User (company employee)" into email templates. Specifically, I would like to be able to add the "User who owns the client" as a CC automatically on any interview scheduled or candidate submitted
    • Is there a way to show contact emails in the Account?

      I know I can see the emails I have sent and received on a Contact detail view, but I want to be able to see all the emails that have been sent and received between all an Accounts Contacts on the Account Detail view. That way when I see the Account detail
    • Live webinar: Transform data into impactful visuals with Zoho Show

      Data is frequently a core part of a presentation, whether it’s a sales pitch, project update, research report, or performance review. But when it’s just numbers on a page, the message you’re trying to convey can get buried. The real magic happens when
    • File attachments not working - web version

      Since Notebook announced better file attachments, I have experienced file attachments failing. When uploaded from my pc to the web version, notebook just spins. Acting like the attachment is very large. When it's 30k. If I cancel out of this, the notecard
    • API - Barebones Data for Send Doc For Signiture

      I am learning how to use with Zoho Sign API. I am wondering if someone can give me a bare bones JSON data sample for "Send Document For Signature". Below is the blank data that is pre-populated in postman. Seems like there is more here than the bare minimum
    • Revenue Management: #2 How to compute revenue?

      In our previous post, we discussed the revenue recognition standards under IFRS 15 and ASC 606 and the five-step model. Now, let's examine three distinct business scenarios to see how the standards and model work in practice. This will help you understand
    • External lookup in CRM (as in Books)

      Hello Context: We have a CRM module, similar to Deals, but for Purchasing. Once the PO is created, a link to this PO should be updated in that "deal". In Books, you can add a custom 'external' field which can look up into CRM modules. I'm asked to have
    • "Undo Send" Feature

      Would love it if TeamInbox had an "Undo Send" feature, that gives you 10 seconds or so to "undo" the sending of an email. Many other email clients already have this feature, and my clients really miss it, as it has saved them many times in the past when
    • Better Notes Commenting

      Hi, I'd like to suggest better collaboration tools for NOTES. The current notes section for Accounts, Contacts and Deals is not ideally suitable for any degree of communication or collaboration. When responding to a note, there is no ability to leave
    • Zoho Sites

      Does anyone have experience building Zoho sites or know how I can find someone who does?
    • Zoho Crm Lagging

      Hi Zoho Support Team, Starting from today, my Zoho CRM has been extremely slow and laggy when accessing any pages or modules. This is affecting my work and overall productivity. Could you please help to check if there are any ongoing issues or if there’s
    • Is there a way to reference/attach mails to deals/contacts when the mails haven't come through their contacts normal email and the mail comes through software / app who use their mail system

      There are often system mails that come through systems or other software which use their email addresses since they use their own mail servers to mail. This causes an issue as it does not record the mail in the history of the CRM since the email is not
    • Recommendation

      I give up on Zoho. It's never going to be an all in one solution, their own apps don't even connect. Can any one recommend an alternative at least for the crm / people.
    • CRM - Site/Location

      Hi Zoho, One massive oversight of the Zoho CRM is the inability to add multiple sites or locations to one account. Many organisations have several (in some cases, hundreds) of sites across the country or even the globe. The workaround to this, of course,
    • An unknown error occurred. Please contact support

      Whenever I visit this page I see this. I changed browser and still the same. Can someone from Zoho help me please?
    • How to Streamline Pick & Ship

      Is there a way to streamline the built-in pick and ship process? I guess mostly on the ship side. Our current process allows us to choose shipping super fast. It's an EasyPost plugin for WooCommerce. You have to populate the boxes / weights / shipping
    • How to add, delete or rename the "payment method" drop down?

      When we recorded payment in invoice, there's a "payment method" drop down with choices like cash, bank transfer... We want to add and delete or rename some new selection. How to do such adjustment? Please advice.
    • Smarter data gathering with Query component in Wizards

      Dear All, Introducing the Query Component in Wizards for CRM! A smart search field that saves you time and effort, and helps you manage and gather data more efficiently than ever before. Long and complex record entries can be overwhelming and prone to
    • Introducing teamspaces and team modules in Zoho CRM mobile app

      Hello everyone, We have an exciting update to share in the Zoho CRM mobile app. As part of CRM For Everyone—a new set of features that reflect our vision to democratize CRM and make it accessible for all—teamspaces and team modules are now available on
    • Client Script - change page and/or section background colours

      Hello, Would anyone be willing to help me with a bit of Client Scripting code? I have had a go myself but only been able to alter the form field styles, not the overall page/section/heading styles. I want to set a different page background colour for
    • Client Script | Update - Introducing Subform Events and Actions

      Are you making the most of your subforms in Zoho CRM? Do you wish you could automate subform interactions and enhance user experience effortlessly? What if you had Client APIs and events specifically designed for subforms? We are thrilled to introduce
    • Zoho SalesIQのチャットボット、ブロックのコピー機能

      Zoho SalesIQのチャットボットの構築でドラッグアンドドロップで作成を行っているます。 内容は同じブロックのコピーペースト機能がないみたいなのですが、同一のブロック、同一の複数のブロックをいくつも作成する場合は、皆様はどのように行われていますか? 例えば添付の4つのブロックをまとめてコピーして、別のフローの先につなげる場合です。 教えていただけますと幸いです。よろしくお願いいたします。
    • Questions About Zoho Commerce Member Portal

      Hello, A couple questions about the Zoho Commerce Member Portal: 1. Can I add only specific pages be added to the Members Portal, and not the entire website? 2. When a customer signs up on my Zoho Commerce site, is there a setting that gives me a chance
    • Cancel and refund

      Hi, Yesterday I paid for the Zoho email subscription. Within a few minutes, I realized that the subscription counts one email ID as one user. To make another email ID for the same domain name, I'd have to pay for another user. I emailed right away to
    • Online Payment Fees

      We don't take many online credit card payments so the merchant service provider (PayPal) charges us the 2.9% fee for processing the amount. I would like the ability for the fee to be automatically added to the total amount for "ease of payment". We'd
    • Error occured. please try again!!!

      I created a new list. Added two new contact's email addresses. I try to EDIT either one of them to add their first name, last name and phone number. Whatever I try to edit and update, I get the error message  Error occured. please try again!!! And it doesn't update any of their info. I tried just editing first and last name. Still get the error. No matter what I try to update, I get the error. I tried creating a new list, and adding just one email address and then edit it and also get the error.
    • "Send email as" not work

      Hi team, I currently use ZOHO MAIL services on the MAKE platform (formerly INTEGROMAT). In MAKE I entered my ZOHO MAIL credentials but the problem is that when the emails are sent from the automation in MAKE, the emails do not come in with the name set
    • *UPDATE: ISSUE RESOLVED, SEE HOW FOR HELP* Issue imbedding Youtube Videos

      **UPDATE: RESOLVED** For anyone that is having a similar issue, try this workaround before attempting to have the Zoho techs fix it. I have been in communication with them for weeks about this and they can't seem to fix the issue. Thinking it may have just been my computer or my browser, I tried two different computers on two different networks, each running different versions of Windows, and tried it on Chrome, Firefox and IE; nothing worked. So, needless to say, it's an issue with Zoho somewhere.
    • Backorder For Composite Items

      Hello If i released SO for composite item and use backorder feature of zoho inventory then it should backorder child item items of composite and not composite item.This is basic of backordering.I conveyed this to zoho call center but no solution yet.
    • Paid Support

      We are in the process of creating tiers for our support offerings. There will be three tiers of support available - 2 paid and 1 free. The paid tiers will be purchased in allotted hours. I need to figure out how to a) work in the out of the box SLA, Contracts
    • Where is the desktop app for Zoho Projects???

      As a project manager, I need a desktop app for the projects I manage. Yes, there's the web app, which is AWESOME for cross browser and platform compatibility... but I need a real desktop app for Projects that allow me to enter offline information where
    • Automatically CC supervisor

      Hello,  in our organization agents are replying to tickets and they are required to CC their supervisor on all emails to and from customers.  is there a way to have an email address automatically populate in the CC field when reply to a ticket?  tha
    • Zoho One - White Label

      Releasing a white-label feature for Zoho One, or any software or service, can offer several advantages and benefits for both the company providing the software (Zoho in this case) and its users. Here are some key reasons for releasing a white-label feature
    • Are this Features included in the Road Map

      1. Sync between description/short description in Zoho Books/Inventory and Zoho Commerce: I am unsure how it works now. I belive the description is not pulled. 2. Pick Up: This feature is great. It is added on Zoho Commerce but not on Books/Inventory which
    • Next Page