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.
Access your files securely from anywhere
New to Zoho Recruit?
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Aishwarya EK
Sticky Posts
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
New to Zoho TeamInbox?
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
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
access to quartz for my customers
Hi how can I have access to the application quartz you use for us to send you screen rocording, this feature would be immensely useful for our customers support https://quartz.zoho.com/Issue with Inline Images in Email Reply via Zoho Desk API
Hi, I am attempting to send inline images in an email reply using the Zoho Desk API, but the images are not being displayed inline for the recipient. I have followed this documentation: https://desk.zoho.com/DeskAPIDocument#Uploads https://desk.zoho.com/DeskAPIDocument#Threads#Threads_SendEmailReplyHow to search a value stored in a subform?
Hello, We store serial numbers in subforms but now we would like to be able to search the values to be able to easily find the record with the serial number. I saw that it's not possible to search such values through global search but is it possible to do it an other way? Thank you,Field Dependency Not Working on Detail Page in Zoho Desk
Hi Support Team, I’ve created field dependencies between two fields in Zoho Desk, and they are working correctly on the Create and Edit layouts. However, on the Detail page, the fields are not displaying according to the dependencies I’ve set — they appearHow do the keyword critera work?
Hi, I'm working on automated assignment of tickets based on keywords. How does this feature work? Where does this criteria look for keywords - email address, subject, email body? Can you please clarify this as I want to avoid overlapping with criteriaError: Unsupported content type: text/html;charset=UTF-8 after tryeing to get the token for n8n automation
I am working on ZOHO Desk automation and need to get the ZOHO auth token for n8n I have created the app in ZOHO Desk API, got client id and client secret. Added all data required to get a token in n8n. After I sign in with my ZOHO credentials in ZOHOImproving Collaboration Features in Zoho Portal
Hello Zoho Community, I’ve recently started exploring Zoho services and I’m really impressed with the wide range of features. However, I feel there is still room for improvement in the collaboration area. For example, it would be really helpful if weAutomated Shopify Emails Not Being Delivered
I have an ecommerce store with Shopify. I recently set up my email to be served through Zoho. Since doing this, customers are not receiving some of our automated emails from Shopify itself. Our initial email that confirms their purchase goes through but our Shipping Notification that is automatically sent out upon fulfillment is not going through. Sometimes we get a notice that it's been classified as spam, sometimes nothing. I can send/receive email via Outlook on my desktop and I can send/receiveI can't log in to my account on Thunderbird
I've just had to rebuild my PC (calamitous mess from Microsoft with Win10/Win 11 'upgrade' - they confirmed I had to start with a new build). I have used Zoho mail for years via Mozilla Thunderbird, but now I've had to download the latest version of TBird,Send a campaign to one recipient.
Very often I speak to a customer and they say they didn't see my email (maybe it went in Junk, maybe they deleted it). Anyway, I just want to go into the Campaign and send it to one person. You already have a feature very close to this - when sending a Test. While developing a campaign, I can send tests to anyone. Why can't we have this AFTER the campaign has been sent? I know, there's a caveat, and that's in the use of merge tags. Most of the time I only use FNAME, but maybe you could check ifTry FSM again for our business
We already have our customers individual equipment in CRM with serial numbers, install dates, warranty length and importantly next service which is generally 2 years. a month before the service date is due we get get a report and send out service reminders.Use Zoho Books to bill for work done in Zoho Desk??
I'm trying to see if something is possible (and if yes, how). We use Zoho One to manage our business. We have a lot of clients that will put in a ticket (via portal) to have work done. Out techs will pick up the ticket, do the work, and then log the timeGet Cliq Meetings in my O365 calendar
Hi, we are currently evaluating to replace the Teams Messaging and Meetings with Cliq. We currently still have all our email and calendars in O365. What i want to achieve is, to create a (ZOHO) meeting from Cliq and have this meeting added to my Outlook/O365Issue with Zoho Help Portal – Tickets Missing or Not Answered
Hi, How are you? I think there may be an issue with the Zoho Help Portal. I opened a few tickets directly in the help portal a some time ago but never received any response I also opened ticket 148356451 by email. I did receive a reply to it, but theDUNS & Bradstreet and Credit risk monitoring integration with Zoho books
Small businesses not being paid by bigger clients and clients of all sizes is a huge problem. It will be nice if Zoho develops integration with DUNS & Bradstreet(D&B) and Credit risk monitoring integration with Zoho books. That have small businesses canZoho Forms - Form Rules based on attachment fields
Many businesses use forms to collect documents and images from customers. In many cases, you may want to trigger a notification or other automation based on whether or not an attachment was added. I've noticed that attachment fields do not appear in RulesAdd multiple users to a task
When I´m assigning a task it is almost always related to more than one person. Practical situation: When a client request some improvement the related department opens the task with the situation and people related to it as the client itself, the salesmanCan't open draft email for editing
Last night I started composing an email and I let it save in drafts. This morning I want to continue working on the email. It is in my Drafts folder but it will not open. The only option there is to delete it. This is not the first time it has happened. On previous occasions I have just deleted the draft and started afresh, but I really want this one back. Windows 10 with Pale Moon 28.10.0 browser.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,Change scheduling emails time
When sending an individual email there is a great feature to schedule them to send later. I could only use the one time that is suggested. Is there a way to select another time? Regards, GlennZoho CRM: how can I control which contacts to sync with Outlook?
I was just playing around syncing contacts from Zoho to MS Outlook (MS365 account.) The problem is our firm has hundreds of thousands of contacts and I don't want to bury my contacts list in outlook. Any help with this is greatly appreciated.How to overcome limitations in meetings
As a company, one of our deliverables is a meeting between two other companies, where we act as facilitators. So, if we recorded this meeting in Zoho CRM, it should be connected to 2 accounts, 2 contacts, and 1 campaign (a campaign, in our use, is theDifferent MRP / Pricing for same product but different batches
We often face the following situations where MRP of a particular product changes on every purchase and hence we have to charge the customer accordingly. This can't be solved by Batch tracking as of now so far as I understand Zoho. How do you manage it as of now?Add a 'Log a Call' link to three dot icon in Canvas
Hi, There's a three dot element when creating a canvas called 'More'. I would like to modify this to add a link that says 'Log a Call' in order to quickly record the details of a cellphone call. I'd also like this to be a simple 'contact' selection andSyncing Zoho Forms with Bigin - Embedding issue?
Hello everyone, I created a Zoho Form for a page on my GoDaddy website to collect leads, which then transfers the data to Bigin. However, I'm facing an issue where it doesn't seem to work properly. I've integrated Zoho Forms with Bigin and tried embeddingCan not add fields to a Section
I feel like I'm missing something obvious: I can add new Sections to my form but I can not add fields to the Sections. I've tried fields already on the form as well as dragging and dropping new fields into the Section but nothing will go into it. WhatRecord Logged in User while using CRM lookup field
Is it possible, while using the Zoho CRM lookup field, to automatically use the user account logged into Zoho CRM in a hidden field? I was hoping to add employee accounts to my current plan. But would like a record on the Form submission of who submittedForm Rules for Suburb Categories to alternate landing pages or Making a Fields Contents ALL CAPS
I need to send differentform submissions to two to three different thank-you URLs (for Meta/Google pixels) depending on which suburb a user selects in a form. I have ~400 suburbs split into two categories (A and B, based on business value). Current challenges:Collaps Notes
There are times when long/large notes are added to a record i.e. Accounts or Deals etc. Currently, the full note is displayed in the notes related list section. It would be great if by default only 5 to 10 rows of the note are displayed when the noteZoho Down
I have a drop in my Zoho One services.Runing RPA Agents on Headless Windows 11 Machines
Has anyone tried this? Anything to be aware of regarding screen resolution?Problem for EU users connecting Zoho CRM through Google Ads for Enhanced conversions
Has anyone else experienced this problem when trying to connect Zoho CRM through Google Ads interface to setup enhanced conversions? Did you guys get it fixed somehow? The Problem: The current Google Ads integration is hardcoded to use Zoho's US authenticationWhy am I getting event Pop-up Notification for events that have been cancelled?
Why is Calendar Notification still popping up for events that have been cancelled or changed? Each time events are cancelled or changed, I have observed that I am still getting notifications for them. Below is a sample pop-up notification for one of theWhatsapp Limitation Questions
Good day, I would like to find out about the functionality or possibility of all the below points within the Zoho/WhatsApp integration. Will WhatsApp buttons ever be possible in the future? Will WhatsApp Re-directs to different users be possible basedCreate a draft in reply to an email via Emails API
Hi, I’d like to use the outgoing webhook to automatically create a draft reply to incoming mail. How can I use the Emails API to create a draft reply that is linked to an existing email thread? I couldn’t find the relevant method in the documentation.India Tech Support
Is there no phone tech support number for India? And no chat facility either?Billing Management: #1 Billing a Universal Business Routine
Hello, As the saying goes, "Do the hardest job first." We started with the complex subject of finance and revenue management, which is considered the backbone of any business. Now, let's shift our focus and take a deep dive into this Billing Management,Show/ hide specific field based on user
Can someone please help me with a client script to achieve the following? I've already tried a couple of different scripts I've found on here (updating to match my details etc...) but none of them seem to work. No errors flagged in the codes, it justWhat is a a valid JavaScript Domain URI when creating a client-based application using the Zoho API console?
No idea what this is. Can't see what it is explained anywhere.5名限定 課題解決型ワークショップイベント Zoho ワークアウト開催のお知らせ (9/25)
ユーザーの皆さま、こんにちは。Zoho ユーザーコミュニティチームの藤澤です。 9月開催のZoho ワークアウトについてお知らせします。 今回はZoomにて、オンライン開催します。 諸事情につき、今月の開催回は中止となりました。 次回は10/31（金）14時からの開催を予定しています。 ━━━━━━━━━━━━━━━━━━━━━━━━ Zoho ワークアウトとは？ Zoho ユーザー同士で交流しながら、サービスに関する疑問や不明点の解消を目的とした「Zoho ワークアウト」を開催します。 ZohoNext Page