GDPR - Continuación - Manejo de las solicitudes de los interesados cuyos datos se recopilan y descripción de más preferencias sobre el cumplimiento del GDPR en Zoho CRM

GDPR - Continuación - Manejo de las solicitudes de los interesados cuyos datos se recopilan y descripción de más preferencias sobre el cumplimiento del GDPR en Zoho CRM

¡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 página de detalles de registro (para los módulos habilitados para GDPR) y ahora verá una sección llamada Solicitudes de los interesados.

Cuando recibe la solicitud del interesado a través del teléfono o correo electrónico, puede añadirla manualmente a la página de detalles de registro.

Cuando los interesados añaden una solicitud a través del portal, la solicitud se captura automáticamente por comparación con el registro contenido en Zoho CRM. Una vez añadida la solicitud, se pueden iniciar las acciones apropiadas para tratar la solicitud de acuerdo con su tipo.

Por ejemplo, cuando añade una nueva Solicitud para exportar datos, inmediatamente se le presentarán tres botones para atender la solicitud: Enviar correo electrónico, Cerrar solicitud y Eliminar solicitud. Si pulsa "Enviar correo electrónico", puede escribir el contenido que desee en la ventana emergente de correo electrónico donde el registro se ha adjuntado automáticamente como archivo CSV. Puede también eliminar la solicitud o incluso cerrarla una vez atendida.


Puede supervisar las solicitudes de los interesados incluso en el panel de control "Visión general" desde Configuración>Valores de cumplimiento de normas>Visión general.


Pulse aquí para leer más sobre el manejo de las solicitudes de los interesados en Zoho CRM.

Preferencias de cumplimiento del GDPR

Ahora hemos añadido más valores referentes al consentimiento de los usuarios y el manejo de sus datos personales en la pestaña Preferencias de los valores de cumplimiento del GDPR.



Período de espera:

Cuando elige consentimiento como base legal para procesar los datos de los interesados, puede enviar un formulario de consentimiento para obtener su consentimiento en Zoho CRM.

En "Detalles del consentimiento", puede especificar un periodo de espera para obtener el consentimiento. Cuando este periodo finalice, el registro pasará al estado "Sin respuesta" y se bloqueará automáticamente.

Acciones cuando no se obtiene el consentimiento:

Puede elegir qué desea hacer con un registro cuando el estado del consentimiento es Pendiente o En espera. Puede elegir:
  • Procesar datos de la forma usual
  • Detener el proceso de datos
  • Restringir determinadas acciones, tales como Correo electrónico, Llamada, Edición, Acceso a datos mediante API, etc.
Manejo de datos personales:

En Manejo de datos personales, puede impedir que los datos almacenados en campos personales se transfieran hacia aplicaciones de Zoho, aplicaciones de terceros, una API y mediante exportaciones. Pulse aquí para leer más sobre el manejo de datos personales en Zoho CRM.

Y eso es todo para esta fase de la versión del producto. Siga atento a esta sección para conocer más actualizaciones y mejoras sobre el cumplimiento del GDPR en Zoho CRM. Pulse aquí para obtener más información sobre GDPR y Zoho CRM.

    • Recent Topics

    • using the Client script on the load of the form if service no is empty means then i want to make issue relate to is Service

      using the Client script on the load of the form if service no is empty means then i want to make issue relate to field is Service if Purchae no is empty means then i want to make issue relate to is Purchase

    • Changes to the send mail Deluge task in Zoho CRM

      Hello everyone, At Zoho, we continuously enhance our security measures to ensure a safer experience for all users. As part of our ongoing security enhancements, we're making an important update on using the send mail Deluge task in Zoho CRM. What's changing?

    • Work Order wont mark as Completed

      I have a couple of work orders that won't mark as completed even when I've marked the Service Appointments as completed fully.

    • Item name special charaters <>

      Im trying to input speical characters such as < and > into item name and item description but comes up with following error: Invalid value passed for Item Name and Invalid value passed for Item Description How do i allow speical characters?

    • Zoho Analytics Dashboard - How to hide the user filter

      I am using the same dashboard template across different external clients and applying a user filter to the data by site URL. How can I hide the user filter in View Mode so the external client won't see the list of other clients in the drop-down menu?

    • Customer Parent Account or Sub-Customer Account

      Some of clients as they have 50 to 300 branches, they required separate account statement with outlet name and number; which means we have to open new account for each branch individually. However, the main issue is that, when they make a payment, they

    • Cannot get code to work with v2.mergeAndStore!

      Please can someone help me pass subform items into a repeating mail merge table row using v2.mergeAndStore? I have a mail merge template created in Writer and stored in Workdrive. This template is referenced by a custom CRM function which merges all of

    • Kaizen #229: Email-Deal Associations in Zoho CRM

      Hi All, Welcome back to another week of Kaizen! Emails are a core channel for customer communication in any CRM system. In Zoho CRM, emails can be associated with records across multiple modules. In this post, we will focus on email associations with

    • Deprecation of the Zoho OAuth connector

      Hello everyone, At Zoho, we continuously evaluate our integrations to ensure they meet the highest standards of security, reliability, and compliance. As part of these ongoing efforts, we've made the decision to deprecate the Zoho OAuth default connector

    • Action Required: Update Microsoft SQL Server Security Settings Before February 2026

      Dear Users, We recently deployed security updates in Zoho Analytics that inadvertently caused connection failures for a few customers using Microsoft (MS) SQL Server hosted on older Windows versions (Windows Server 2012, 2012 R2, and 2014). To restore

    • Contacts limit in basic vs standard - what counts? Are customers contacts?

      I’ve been using books for a number years for my small business. I only ever work with 20 clients at any given time. I do purchase services from a number of vendors to run my business, so there are some comtacts there too. I used to use the basic package,

    • Saving issue

      First problem I opened a MS word file in writer. after the work is done, it does not save instantly, I waited for like 10min and it still did not save. second problem When I save a file, then file gets saved as another copy. I just did save, not save

    • Automating Employee Birthday Notifications in Zoho Cliq

      Have you ever missed a birthday and felt like the office Grinch? Fear not, the Cliq Developer Platform has got your back! With Zoho Cliq's Schedulers, you can be the office party-cipant who never forgets a single cake, balloon, or awkward rendition of

    • Create Tasklist with Tasklist Template using API v3

      In the old API, we could mention the parameter 'task_template_id' when creating a tasklist via API to apply a tasklist template: https://www.zoho.com/projects/help/rest-api/tasklists-api.html#create-tasklist In API v3 there does not seem to be a way to

    • How to mix different types of inputs (such as dropdown list and textbox)

      Hi, I'm creating a form called "Room Reservations" for a company. I created a "table" using "Matrix Choice". I created "Room 1", "Room 2" and "Room 3" with the "Questions". I would then like to create two columns with the "Answers", one called "Department"

    • Ability to Set a Unified Tab Order/View for All Users in Zoho Projects

      Hello Zoho Projects Team, We hope you are doing well. We would like to submit a feature request regarding tab/menu organization in Zoho Projects. Current Behavior: The tab (module) order in Zoho Projects is user-specific. Each user (internal or external)

    • Task Order

      Hello! I've recently switched to Zoho Projects and a long time user of MS Project, Asana and LiquidPlanner (which has recently been purchased) and I'm running into a frustration I'm hoping someone can assist with. It has to do with how tasks are ordered

    • Automating CRM backup storage?

      Hi there, We've recently set up automatic backups for our Zoho CRM account. We were hoping that the backup functionality would not require any manual work on our end, but it seems that we are always required to download the backups ourselves, store them,

    • Zoho Books | Product updates | January 2026

      Hello users, We’ve rolled out new features and enhancements in Zoho Books. From e-filing Form 1099 directly with the IRS to corporation tax support, explore the updates designed to enhance your bookkeeping experience. E-File Form 1099 Directly With the

    • 2026 Product Roadmap and Upcoming Features

      This is your guide to what is coming in Zoho Vertical Studio throughout 2026. We’ll update this post throughout the year as items move from development to release, and as and when new initiatives are added. Once a feature is released, it will be reflected

    • Vendor legal and DBA names for USA users

      I would like to hear how Zoho Books users are handling DBA names in the vendor profile. If the Company name in the vendor profile has to be the legal name (line 1 of the W-9), whare are you entering the DBA name (the name that checks are made out to)

    • Zoho Books API invoice email bouncing with 'relaying-issues' error

      I have waited over 30 days for zoho books uk to assist with the following and i have had no replies or tickets erronously closed. The service has been terrible - very unlike zoho! So i am raising this here hoping that a community member can assist: Hello,

    • Stop the Workarounds: We Need Native Multi-Step Forms

      After over 17 years of community requests, I'm hoping the Zoho team can finally address the lack of native multi-page form support in Zoho Creator. This has been one of the longest-standing feature requests in the community, with threads spanning nearly

    • Product Updates in Zoho Workplace applications | January 2026

      Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications for the month of January. Zoho Mail Zoho People Notifications preview in Zoho Mail Notification emails from Zoho People

    • How do i setup default values for few fields

      We have few fields in CRM like rate of return, type etc - they can be picklist and standard inut fields. picklist we have choice to set default value. but how do we default some value in input type of fields?

    • We know the company but not the contact

      We are fairly new to Zoho, part of our marketing stack is we use products like lead feeder to identify which companies are visiting our site. We are able to match this data to salesiq but cannot find a way to add a company name to the salesiq visitor

    • Customize Calendar view in Teamspaces Settings

      Right now every customization that happens inside of the calendar view inside of CRM is only visible for the specific user. We want to be able to set up calendar views as an admin for specific roles. I would suggest to do that inside of the settings of

    • How to filter subform report based upon main form report in dashboard

      Hi Team, I am creating a dashboard in Zoho Analytics. I want to have a main form report and below I want to show subform report of main form. If I filter the main form with date then I want to show subform records based upon main form. how can I achieve

    • using the Client script I want to Hide Show the Fields

      if Related to service means some of the field like service no want to shoe and hide Amc no , purchase no how i achive this let issu = ZDK.Page.getField('Issue_Related_To').getValue(); if (issu == 'Service') { var field_obj = ZDK.Page.getField('Warranty_Cases');

    • Ask the Expert – Zoho One Admin Track : une session dédiée aux administrateurs Zoho One

      Vous administrez Zoho One et vous vous posez des questions sur la configuration, la gestion des utilisateurs, la sécurité ou encore l’optimisation de votre back-office ? Bonne nouvelle : une session Ask the Expert – Zoho One Admin Track arrive bientôt,

    • Kanban view on Zoho CRM mobile app!

      What is Kanban? The name doesn't sound English, right? Yes, Kanban is a Japanese word which means 'Card you can see'. As per the meaning, Kanban in CRM is a type of list view in which the records will be displayed in cards and categorized under the given

    • Write-Off multiple invoices and tax calculation

      Good evening, I have many invoices which are long overdue and I do not expect them to be paid. I believe I should write them off. I did some tests and I have some questions:  - I cannot find a way to write off several invoices together. How can I do that,

    • Kaizen #210 - Answering your Questions | Event Management System using ZDK CLI

      Hello Everyone, Welcome back to yet another post in the Kaizen Series! As you already may know, for the Kaizen #200 milestone, we asked for your feedback and many of you suggested topics for us to discuss. We have been writing on these topics over the

    • vendors / customers with 2 different address and gst no

      Why can't we have option for more than one address and depending on the state option for more than 1 GST no. ? We have customers / vendors PAN india with different addresses and GST no. for different states.

    • Recurring Automated Reminders

      Hi, The reminders feature in Zoho Books is a really helpful feature to automate reminders for invoices. However, currently we can set reminders based on number of days before/after the invoice date. It would be really helpful if a recurring reminder feature

    • Fail to send Email by deluge

      Hi， today I gonna update some email include details in deluge, while this msg pops up and restrict me to save but my rules has run for one year. can you tell me how to use one of our admin account or super admin account to send the email? I tried to update

    • Transitions do not update fields until the record moves to next stage

      We have a blueprint where a couple of stages have multiple transitions. If only some of the transitions are completed, but not all, Zoho does not update any of the fields impacted by the completed transitions. Is there any way Zoho can udate the fields

    • Zoho CRM for Everyone's NextGen UI Gets an Upgrade

      Hello Everyone We've made improvements to Zoho CRM for Everyone's Nextgen UI. These changes are the result of valuable feedback from you where we’ve focused on improving usability, providing wider screen space, and making navigation smoother so everything

    • Zoho CRM - Kiosk Studio : Use action responses across your kiosks with sequential actions

      Hello Everyone, Imagine building a kiosk that gives you full control over how actions are executed in later screens in that same kiosk. What if you could use data from a previous action later in that kiosk—with no interruptions or data gaps? This is exactly

    • Ability to CC on a mass email

      Ability to CC someone on a mass email.

    • Next Page