Community Digest Enero 2025 - Todas las novedades en Español Zoho Community

Community Digest Enero 2025 - Todas las novedades en Español Zoho Community



¡Hola, Español Zoho Community! 

Año nuevo, misma energía. Arrancamos este 2025 con las mismas ganas de interactuar con todos vosotros en este foro, ¡y en los eventos de Zoho!

Echemos un vistazo a lo que ha ocurrido en las últimas semanas y a lo que tenemos planeado:

  1. Meetups Marzo 2025: ¡No te pierdas esta formación gratuita en Barcelona, Madrid y Valencia!
  2. Casos de Uso: Descubre nuevos usos que otras empresas han dado a tus Zoho Apps
  3. ¡Zoholics vuelve en 2025! Apúntate la fecha de la mayor convención de usuarios de Zoho
  4. Zoho Social: Usar ChatGPT con Apps de Zoho 
  5. Zoho CRM: Resumen de las novedades más destacadas que se lanzaron en 2024. ¡No te las pierdas! 
  6. Zoho CRM: Cómo agregar el impuesto de cotizaciones de manera automática 
  7. Zoho CRM y Zoho Creator: Establecer la conexión entre ambas Apps de Zoho
  8. Zoho CRM y Zoho Flow: Crear una tarea con recordatorio en Zoho CRM desde Zoho Flow

1. Meetups Marzo 2025: ¡No te pierdas esta formación gratuita en Barcelona, Madrid y Valencia!

En estos Meetups tendrás la oportunidad de formarte en persona de nuestro equipo local de soporte en español. ¿Preparado para aprender sobre algunas increíbles funcionalidades de tu Zoho CRM y Zoho Desk? ¡Haz click aquí para no perderte esta formación gratuita!


2. Casos de Uso: Descubre nuevos usos que otras empresas han dado a tus Zoho Apps

Nos encanta compartir cómo otros usuarios de Zoho utilizan nuestras aplicaciones. De esta manera, podréis inspiraros con nuevas ideas y sacar el máximo provecho a vuestras suscripciones. Recientemente, entrevistamos a Fermax, Clínicum, ZKTeco, Surus-Escrapalia y Accept sobre su uso de diferentes Apps de Zoho. Podéis encontrar estas entrevistas completas aquí


3. ¡Zoholics vuelve en 2025! Apúntate la fecha de la mayor convención de usuarios de Zoho

Zoholics es la mayor convención de usuarios de Zoho, donde nos reunimos con nuestros usuarios cara a cara para ayudaros a comprender mejor nuestros productos. Durante los días 2 y 3 de octubre tendrás la oportunidad de conocer más de los productos y servicios de Zoho, así como las últimas tendencias y prácticas empresariales. Está diseñada para ayudar a nuestros usuarios a comprender cómo las aplicaciones únicas de Zoho pueden ayudar a que sus negocio avance un paso más. ¿Por qué deberías asistir? ¡Te lo contamos aquí


4. Zoho Social: Usar ChatGPT con Apps de Zoho 

En este hilo, analizaremos si, además de contar con una suscripción a ChatGPT Plus, es necesario comprar créditos adicionales para poder utilizar ChatGPT dentro de la plataforma Zoho Social. Nuestro experto en Zoho explica aquí en detalle cómo funciona la integración y si existen costos adicionales asociados a su uso.


5. Zoho CRM: Resumen de las novedades más destacadas que se lanzaron en 2024. ¡No te las pierdas! 

En este post, presentamos un resumen de las actualizaciones más destacadas de Zoho CRM de los últimos meses de 2024, que ya están disponibles para disfrutar en vuestras cuentas de Zoho CRM. Cada trimestre publicaremos un detalle completo de todas las novedades, incluyendo instrucciones y capturas de pantalla, para facilitar su implementación. ¡Explorar las últimas funcionalidades de Zoho CRM aquí!


6. Zoho CRM: Cómo agregar el impuesto de cotizaciones de manera automática 

Muchos de vosotros os preguntáis cómo configurar Zoho CRM para que las cotizaciones se generen automáticamente con los impuestos incluidos. No te pierdas este hilo sobre cómo realizar los ajustes correctos.


7. Zoho CRM y Zoho Creator: Establecer la conexión entre ambas Apps de Zoho

En el siguiente caso, la consulta está relacionada con un problema relacionado con la creación de registros en Zoho CRM a través de Zoho Creator. Aunque se revisaron y eliminaron los campos obligatorios en Zoho CRM, al ejecutar el programa se presenta un mensaje de error. Lee las posibles opciones aquí


8. Zoho CRM y Zoho Flow: Crear una tarea con recordatorio en Zoho CRM desde Zoho Flow

En el foro también encontramos una conversación sobre cómo crear una tarea en Zoho CRM desde Zoho Flow. Aunque se ha logrado realizar la tarea, no se ha conseguido agregar un recordatorio, ya que no se sabe cómo escribir el string adecuado. ¿Te gustaría saber cómo resolverlo? ¡Lo tienes aquí!

Encuesta: ¿Qué te gustaría ver en este foro?

Estamos trabajando para traeros los temas y artículos que más os interesen a la Español Zoho Community, y tú nos puedes ayudar a determinar el contenido haciendo esta encuesta para usuarios de Zoho. ¡Gracias!

¡Nos vemos el próximo mes!

Beatriz Moya | Zoho España

Marketing Specialist



    Access your files securely from anywhere







                            Zoho Developer Community





                                                  Use cases

                                                  Make the most of Zoho Desk with the use cases.

                                                   
                                                    

                                                  eBooks

                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho Desk.

                                                   
                                                    

                                                  Videos

                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho Desk.

                                                   
                                                    

                                                  Webinar

                                                  Sign up for our webinars and learn the Zoho Desk basics, from customization to automation and more

                                                   
                                                    
                                                  • Desk Community Learning Series


                                                  • Meetups


                                                  • Ask the Experts


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner






                                                            Manage your brands on social media



                                                                  Zoho TeamInbox Resources



                                                                      Zoho CRM Plus Resources

                                                                        Zoho Books Resources


                                                                          Zoho Subscriptions Resources

                                                                            Zoho Projects Resources


                                                                              Zoho Sprints Resources


                                                                                Qntrl Resources


                                                                                  Zoho Creator Resources



                                                                                      Zoho CRM Resources

                                                                                      • CRM Community Learning Series

                                                                                        CRM Community Learning Series


                                                                                      • Kaizen

                                                                                        Kaizen

                                                                                      • Functions

                                                                                        Functions

                                                                                      • Meetups

                                                                                        Meetups

                                                                                      • Kbase

                                                                                        Kbase

                                                                                      • Resources

                                                                                        Resources

                                                                                      • Digest

                                                                                        Digest

                                                                                      • CRM Marketplace

                                                                                        CRM Marketplace

                                                                                      • MVP Corner

                                                                                        MVP Corner







                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now


                                                                                            Zoho Show Resources


                                                                                              Zoho Writer Writer

                                                                                              Get Started. Write Away!

                                                                                              Writer is a powerful online word processor, designed for collaborative work.

                                                                                                Zoho CRM コンテンツ








                                                                                                  Nederlandse Hulpbronnen


                                                                                                      ご検討中の方




                                                                                                            • Recent Topics

                                                                                                            • Bug in Total Hour Calculation in Regularization for past dates

                                                                                                              There is a bug in Zoho People Regularization For example today is the date is 10 if I choose a previous Date like 9 and add the Check in and Check out time The total hours aren't calculated properly, in the example the check in time is 10:40 AM check
                                                                                                            • Work anniversary and birthdays on connect

                                                                                                              Hello, I like the idea of having employee's work anniversary and birthdays on the dashbaord. Do you have to have the employee complete this information themselves in connect settings, or does it pull from their directory settings? (ie. we use Zoho one
                                                                                                            • Alias Email Id already exists

                                                                                                              Hi I'm trying to create an alias : contact @ yoavarielevy.co.il but i get the message  Alias Email Id already exists I had an account with the same name but I deleted it. Can you help? Thanx Yoav
                                                                                                            • BANK FEED - MAYBANK , provider from YODLEE IS NOT WORKING

                                                                                                              As per topic, the provider YODLEE is not working for the BANK FEED. It have been reported since 2023 Q3, and second report on 2023 Q4. now almost end of 2024 Q1, and coming to 2024 Q2. Malaysia Bank Maybank is NOT working. can anyone check on this issue?
                                                                                                            • Feature Request: Ability to Set a Custom List View as Default for All Users

                                                                                                              Dear Zoho CRM Support Team, We would like to request a new feature in Zoho CRM regarding List Views. Currently, each user has to manually select or favorite a custom list view in order to make it their default. However, as administrators, we would like
                                                                                                            • Adding Multiple Products (Package) to a Quote

                                                                                                              I've searched the forums and found several people asking this question, but never found an answer. Is ti possible to add multiple products to a quote at once, like a package deal? This seems like a very basic function of a CRM that does quotes but I can't
                                                                                                            • Zoho Commerce in multiple languages

                                                                                                              When will you be able to offer Zoho Commerce in more languages? We sell in multiple markets and want to be able to offer a local version of our webshop. What does the roadmap look like?
                                                                                                            • Compensation | Salary Packages - Hourly Wage Needed

                                                                                                              The US Bureau of Labor Statistics says 55.7% of all workers in the US are paid by the hour. I don't know how that compares to the rest of the world, but I would think that this alone would justify the need for having an hourly-based salary package option.
                                                                                                            • How to create auto populate field based on custom module in Zoho CRM?

                                                                                                              Hello, i'm still new to Zoho CRM and work as administrator in my company. Currently, I'm configuring layout for Quotes Module. So, the idea is, I've created a read-only field in Quotes called "Spec". I want this field automatically filled with Specification
                                                                                                            • webinar registration confirmation are landing in SPMA folders

                                                                                                              I am trialing zoho webinar and do not have access to custom domains. When I test user registrations, they are working but the resulting confirmation email is landing in a spam folder. How can I avoid this?
                                                                                                            • Making digital signatures accessible to all: Introducing accessibility controls in Zoho Sign

                                                                                                              Hi there! At Zoho Sign, we are committed to building an inclusive digital experience for all our users. As part of our ongoing efforts to align with Web Content Accessibility Guidelines (WCAG), we’re updating the application with support that will go
                                                                                                            • Is there a way to set Document Owner/Sender via the API

                                                                                                              When sending requests for zoho sign, it would seem zoho uses the id of the person that created the zoho api cred to determine the owner_id, is there a way to set a default for this?
                                                                                                            • Transition Criteria Appearing on Blueprint Transitions

                                                                                                              On Monday, Sept. 8th, the Transition criteria started appearing on our Blueprints when users hover over a Transition button. See image. We contacted Zoho support because it's confusing our users (there's really no reason for them to see it), but we haven't
                                                                                                            • Delegates should be able to delete expenses

                                                                                                              I understand the data integrity of this request. It would be nice if there was a toggle switch in the Policy setting that would allow a delegate to delete expenses from their managers account. Some managers here never touch their expense reports, and
                                                                                                            • Add Save button to Expense form

                                                                                                              A save button would be very helpful on the expense form. Currently there is a Save and Close button. When we want to itemize an expense, this option would be very helpful. For example, if we have a hotel expense that also has room service, which is a
                                                                                                            • Multiple organizations under Zoho One

                                                                                                              Hello. I have a long and complicated question. I have a Zoho One account and want to set it up to serve the needs of 6 organizations under the same company. Some of the Zoho One users need to be able to work in more than 1 organization’s CRM and other
                                                                                                            • IMAP Server not responding.

                                                                                                              Trying to connect a phone via IMAP and getting "imap.zoho.com not responding." Is the server down, for maintenance or otherwise? I've tried this on two different devices and got the same error on both.
                                                                                                            • Error AS101 when adding new email alias

                                                                                                              Hi, I am trying to add apple@(mydomain).com The error AS101 is shown while I try to add the alias.
                                                                                                            • Unbundle feature for composite items

                                                                                                              We receive composite items from our vendors and sell them either individually or create other composite items out of them. So, there is a lot of bundling and unbundling involved with our composite items. Previously, this feature was supported in form
                                                                                                            • Regarding the integration of Apollo.io with Zoho crm.

                                                                                                              I have been seeing for the last 3 months that your Apollo.io beta version is available in Zoho Flow, and this application has not gone live yet. We requested this 2 months ago, but you guys said that 'we are working on it,' and when we search on Google
                                                                                                            • Open filtered deals from campaign

                                                                                                              Do you think a feature like this would be feasible? Say you are seeing campaign "XYZ" in CRM. The campaign has a related list of deals. If you want to see the related deals in a deal view, you should navigate to the Deals module, open the campaign filter,
                                                                                                            • How do you print a refund check to customer?

                                                                                                              Maybe this is a dumb question, but how does anyone print a refund check to a customer? We cant find anywhere to either just print a check and pick a customer, or where to do so from a credit note.
                                                                                                            • MTD SA in the UK

                                                                                                              Hello ID 20106048857 The Inland Revenue have confirmed that this tax account is registered as Cash Basis In Settings>Profile I have set ‘Report Basis’ as “Cash" However, I see on Zoho on Settings>Taxes>Income Tax that the ‘Tax Basis’ is marked ‘Accrual'
                                                                                                            • workflow not working in subform

                                                                                                              I have the following code in a subform which works perfectly when i use the form alone but when i use the form as a subform within another main form it does not work. I have read something about using row but i just cant seem to figure out what to change
                                                                                                            • Fetch data from another table into a form field

                                                                                                              I have spent the day trying to work this out so i thought i would use the forum for the first time. I have two forms in the same application and when a user selects a customer name from a drop down field and would like the customer number field in the
                                                                                                            • Zoho Creator as LMS and Membership Solution

                                                                                                              My client is interested in using Zoho One apps to deploy their membership academy offer. Zoho Creator was an option that came up in my research: Here are the components of the program/offer: 1. Membership portal - individual login credentials for each
                                                                                                            • Record comment filter

                                                                                                              Hi - I have a calendar app that we use to track tasks. I have the calendar view set up so that the logged in user only sees the record if they are assigned to the task. BUT there are instances when someone is @ mentioned in the record when they are not
                                                                                                            • How to View Part Inventory and Warehouse Location When Creating a Work Order in Zoho FSM

                                                                                                              Hi everyone, We’re currently setting up Zoho FSM and would like to improve how our team selects parts when creating a Work Order. Right now, when we add a part or item to a Work Order, we can select it from our Zoho Inventory list but we don’t see any
                                                                                                            • FSM too slow today !!

                                                                                                              Anybody else with problem today to loading FSM (WO, AP etc.)?
                                                                                                            • CRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive

                                                                                                              Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage files
                                                                                                            • Not able to Sign In in Zoho OneAuth in Windows 10

                                                                                                              I recently reset my Windows 10 system, after the reset when I downloaded the OAuth app and tried to Sign In It threw an error at me. Error: Token Fetch Error. Message: Object Reference not set to an instance of an object I have attached the screenshot
                                                                                                            • Mapping a custom preferred date field in the estimate with the native field in the workorder

                                                                                                              Hi Zoho, I created a field in the estimate : "Preferred Date 1", to give the ability to my support agent to add a preferred date while viewing the client's estimate. However, in the conversion mapping (Estimate to Workorder), I'm unable to map my custom
                                                                                                            • The sending IP (136.143.188.15) is listed on spamrl.com as a source of spam.

                                                                                                              Hi, it just two day when i am using zoho mail for my business domain, today i was sending email and found that message "The sending IP (136.143.188.15) is listed on https://spamrl.com as a source of spam" I hope to know how this will affect the delivery
                                                                                                            • Delegates - Access to approved reports

                                                                                                              We realized that delegates do not have access to reports after they are approved. Many users ask questions of their delegates about past expense reports and the delegates can't see this information. Please allow delegates see all expense report activity,
                                                                                                            • Split functionality - Admins need ability to do this

                                                                                                              Admins should be able to split an expense at any point of the process prior to approval. The split is very helpful for our account coding, but to have to go back to a user and ask them to split an invoice that they simply want paid is a bit of an in
                                                                                                            • Is there a way to request a password?

                                                                                                              We add customers info into the vaults and I wanted to see if we could do some sort of "file request" like how dropbox offers with files. It would be awesome if a customer could go to a link and input a "title, username, password, url" all securely and it then shows up in our team vault or something. Not sure if that is safe, but it's the best I can think of to be semi scalable and obviously better than sending emails. I am open to another idea, just thought this would be a great feature.  Thanks,
                                                                                                            • Single Task Report

                                                                                                              I'd like a report or a way to print to PDF the task detail page. I'd like at least the Task Information section but I'd also like to see the Activity Stream, Status Timeline and Comments. I'd like to export the record and save it as a PDF. I'd like the
                                                                                                            • Auto-response for closed tickets

                                                                                                              Hi, We sometimes have users that (presumably) search their email inbox for the last correspondence with us and just hit reply - even if it's a 6 month old ticket... - this then re-opens the 6 month old ticket because of the ticket number in the email's subject. Yes, it's easy to 'Split as new Ticket', but I'd like something automated to respond to the user saying "this ticket has already been resolved and closed, please submit a new ticket". What's the best way to achieve this? Thanks, Ed
                                                                                                            • How to Push Zoho Desk time logged to Zoho Projects?

                                                                                                              I am on the last leg of my journey of finally automating time tracking, payments, and invoicing for my minutes based contact center company - I just have one final step to solve - I need time logged in zoho desk to add time a project which is associated
                                                                                                            • Cannot access KB within Help Center

                                                                                                              Im working with my boss to customize our knowledge base, but for some reason I can see the KB tab, and see the KB categories, but I cannot access the articles within the KB. We have been troubleshooting for weeks, and we have all permissions set up, customers
                                                                                                            • Next Page