Tip #14: Opciones rápidas para personalización de módulos.

Tip #14: Opciones rápidas para personalización de módulos.

Tips and tricks #14, adaptado de Vaagdevi.
¡Hola comunidad! 

Como parte de nuestra serie de Tips and Tricks para CRM en Español Zoho Community, y como cada semana, os traigo un nuevo truco para la personalización de módulos dentro de Zoho CRM.

Tip #14: Opciones rápidas para personalización de módulos de las que puede que no te hayas dado cuenta.

¿Alguna vez has estado en esa situación en la que te das cuenta de que lo que estabas buscando ha estado delante de ti todo el tiempo? Como cuando buscas tu móvil mientras lo sujetas en tu mano atendiendo a una llamada. O cuando invertiste horas ordenando un listado alfabéticamente en un procesador de textos sin saber que había una función automática para ello. Por suerte (o no tanta), no estás solo en esto.

Cuando personalizas un módulo de Zoho CRM y tienes tu mente en aspectos como añadir campos obligatorios o dar permisos a los usuarios correctos, puede que se te escapen cosas más pequeñas que podrían haber hecho tu trabajo más simple. Echa un vistazo a los siguientes consejos y ¡empieza a usarlos hoy mismo!

Consejo #1: Añade campos a otros módulos.
Utiliza esta opción para añadir campos a múltiples diseños de página, con un sólo clic.

Ejemplo: la empresa en cuestión es distribuidora de productos de alimentación. Por un lado, vende alimentos selectos en su tienda online, y por otro lado, ofrece servicios de catering para pequeños eventos. Para controlar ambas partes de su negocio y separar a posibles clientes interesados en una u otra parte, el módulo de CRM tiene dos diseños: Tienda y Eventos. Mientras que hay campos que difieren de un diseño a otro, el campo "Número de visitante" se necesita en ambos. Para incluirlo:
  1. Crea este campo en uno de los diseños.
  2. En la parte derecha del campo, haz clic en más (...).
  3. Selecciona la opción Agregar a otros diseños.
  4. Escribe el nombre del diseño al que quieras añadir este campo.


Consejo #2: Crea campos para otros módulos.
Cuando crees un nuevo campo en el módulo de Posibles Clientes, siguiendo con el ejemplo, "Número de visitante", tal vez lo necesites en módulos como Contactos. Este paso es importante, por ejemplo, para establecer la conversión de un posible cliente entre páginas de distintos módulos. Para añadir este campo:
  1. Crea el campo en el módulo deseado.
  2. En la parte derecha del campo, haz clic en más (...).
  3. Selecciona Editar propiedades.
  4. En el apartado Crear también para, selecciona el módulo Contactos (o los módulos de interés) y sus correspondientes diseños.


Nota: esta función sólo está disponible desde el módulo de Posibles Clientes.

Consejo #3: Importa opciones de listas de selección predefinidas.
Puedes añadir listas de selección predefinidas de Zoho CRM. Por ejemplo, ya existen listas con los días de la semana, países, etc. Para acceder a ellas:
  1. Crea un campo de Lista de selección.
  2. En la parte derecha del campo, haz clic en más (...).
  3. Accede a Propiedades de la lista de selección.
  4. Selecciona + Agregar opciones en masa.
  5. En este caso, accedemos a Opciones de importación predefinidas.
  6. Haz clic en Agregar opciones.


Si tienes tus propias opciones en algún documento, puedes copiarlas seleccionando en el paso 5 Entrada manual.

¡Y estos los nuestros consejos! ¿Qué te parecen? ¡Añádelo en los comentarios!


    Access your files securely from anywhere








                            Zoho Developer Community



                                Bootcamp
                                Community
                                Pricing
                                Webinars
                                What's New
                                Integrations
                                Contact Support
                                Contact Sales
                                  Zoho Survey Resources
                                    Features
                                    Survey Templates
                                    Integrations
                                    Community
                                    iOS Mobile Surveys
                                    Pricing
                                    Android Mobile Surveys
                                    Insurvey Blogs
                                    Insight Blogs
                                    Tips & Tricks





                                                Latest Feature Updates

                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                  • Ask the Experts




                                                      Zoho SalesIQ Resources


                                                            Manage your brands on social media
                                                            Access Zoho Social

                                                              Zoho Pagesense Resources


                                                                  Zoho TeamInbox Resources

                                                                    Zoho DataPrep 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

                                                                                              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

                                                                                                              • Unable to attach the file via the API.

                                                                                                                We are trying to attach files to a Candidate in Zoho Recruit using the API. We reviewed the following API documentation: 🔗 Upload Attachment While this API does allow file attachment via a URL, that’s not what we want — we do not want to attach public-facing

                                                                                                              • Zoho Books (UK) needs to be able to submit a CT600 CTSA return

                                                                                                                As well as a VAT Return, most (if not all) small businesses have to submit a CT600 Corporation Tax Self-Assessment. There are many providers who do this (like Xero) bujt not Zoho. Can you add this to the request list please? Many thanks Steve

                                                                                                              • Stock Update After Approver 1 Approval in Multi-Level Approval Flow

                                                                                                                Hi Team, We have configured a multi-level approval process for POs/Bills. Our requirement is to update the item stock quantity based on the billed quantity immediately after Approver 1 approves the bill. Please find the script attached below. However,

                                                                                                              • Zoho Form Auto Fill

                                                                                                                I am setting up a Zoho form for my independent sales reps to request quotes. Their names are in the first field under a dropdown menu. The next field is their email address. I want the email address field to automatically be filled in when they select

                                                                                                              • Image Resolution Restriction Option in Zoho Forms File Upload

                                                                                                                Hi Zoho Forms Team, Greetings, We would like to request a feature enhancement for Zoho Forms regarding the file upload field. Currently, Zoho Forms allows us to restrict the file size of uploaded images, but not the image resolution (in megapixels). This

                                                                                                              • Can't select Leave type while applying a leave

                                                                                                                Hello, while trying to apply a leave, I can't find any leave type among the options in the Leave type select: Here are my leave settings. Daily: Hourly: Tried to clear cache and to navigate from another browser, but the problem persists. Any hint? Thank

                                                                                                              • Mes débuts sur Zoho Forms | 13 champs à l'export ! seulement

                                                                                                                Bonjour, je débute sur Zoho Forms, je viens de créer un formulaire avec tests dans la foulée et je n'ai que 13 champs qui remontent sur mon export CSV alors que j'ai plus de questions et champs qui devraient remonter. J'ai actuellement une formule payante

                                                                                                              • Introducing real-time document commenting and collaboration in Zoho Sign

                                                                                                                Hi, there! We are delighted to introduce Document commenting, a feature that helps you communicate with your recipients more efficiently for a streamlined document signing process. Some key benefits include: Collaborate with your recipients easily without

                                                                                                              • Adding Photos Into Form (as a form creator)

                                                                                                                As the form creator, is it possible to add images to my form? (I don’t mean adding an image upload field, but rather inserting a JPG file into the form so that users can view the image.)

                                                                                                              • [Training] AI-Powered Application Development Bootcamp 2.0 - Zoho Creator

                                                                                                                Hello everyone, Ready to take your app-building skills to the next level with the power of AI? We’re excited to invite you to AI-Powered Application Development Bootcamp 2.0—a 90-minute, live training session designed to help developers, business users,

                                                                                                              • What is the easiest/fastest way to attach an email or PDF to a Zoho record?

                                                                                                                Hi everyone, We use Outlook with Office 365 and have the need to either ideally attach a .msg email directly to an account or custom module in Zoho, or if not attach just the PDF that would be sent in that email. The Zoho plugin is very basic for Outlook

                                                                                                              • Free webinar! Close deals faster with Zoho Sign from Zoho CRM

                                                                                                                Hello, Are you tired of chasing down signatures and getting stuck with paperwork delays in your sales process? With the seamless integration between Zoho Sign and Zoho CRM, you can create and send documents for signing online, close deals faster, and

                                                                                                              • Files stores in Library Marketing Automation

                                                                                                                Hi, How can i switch from card view to list view in Marketing Automation My Files.?

                                                                                                              • Paid for upgrade and no change

                                                                                                                I paid the $24.99 rate to upgrade to Pro version and no change when I signed out and signed back in.

                                                                                                              • Issue with Code Snippet Styling Overlap in Zoho Landing Page

                                                                                                                Dear Support Team, I have encountered an issue on the Zoho Landing Page while working with code snippets. When I try to create a custom script and add HTML, CSS, and JavaScript within the code snippet, the styling appears to overlap and affect other code

                                                                                                              • Adding yearly Calander

                                                                                                                How to add Yearly calander and employee data from admin console

                                                                                                              • Zoho Leave Policy > Portugal maternity Leave 120 days or 150 days

                                                                                                                Hello All In this Portugal maternity Leave policy, the government allow employee to apply 120 days they will have 100% paid salary if they apply 150 days they take 80% of the paid salary minimum 1 days and maximum 120 days or 150 days Should i setup this

                                                                                                              • Feature Request - Copy Reschedule Link

                                                                                                                Hi Bookings Team, I had a client contact me today, to let me know that she can't make a meeting she booked this week. I can't remember if I included a reschedule link in email notifications, but I was thinking that it would be great if I could just open

                                                                                                              • eCommerce ZUG Virtual Meetup – Critical Role of e-Signatures in eCommerce

                                                                                                                Hello there! Are you in the ecommerce industry and looking for a secure, compliant e-signature solution to handle all your paperwork? From vendor onboarding and supplier contracts to internal HR and finance workflows, speed, scalability, and customer

                                                                                                              • Zoho Desk iOS app update: Archived ticket list view

                                                                                                                Hello everyone! In the latest iOS version(v2.10.7) of the Zoho Desk app update, we have brought in support to access the 'Archived Ticket views' on the 'Ticket Views' screen. Tickets that have been Closed and inactive for 120+ days will be automatically

                                                                                                              • Chart of Accounts

                                                                                                                Is it possible to reorder chart of accounts manually? Currently, when creating new sub accounts accounts, they appear in order they were created i.e. not in alphabetical or numerical order based on manually assigned account codes. It's very messy! Also,

                                                                                                              • Zoho People Candidate Unable to see Non Admin Data

                                                                                                                Hello All I have assign this user as specific user as Group CEO and have access all legal entity, business unit division When i login to the user and look into onboarding i do not see any data in the candidate view This is the admin view that i have 2

                                                                                                              • Issues With Image Formatting when Importing Word Documents as Articles

                                                                                                                Hello, I am having formatting issues when importing .docx files into articles. The documents look fine on Word, but once they are imported into an article, the images will overlap text and other images. Occasionally there will be added space between images

                                                                                                              • ZOHO COMMERCE 2.0 – Réinventer la vente, repenser la valeur

                                                                                                                Il y a cinq ans, nous avons lancé Zoho Commerce pour accompagner les entreprises dans la vente en ligne. À cette époque, notre objectif était clair : simplifier l'e-commerce. Aujourd’hui, le marché a évolué, tout comme les attentes des entrepreneurs.

                                                                                                              • Business hours in reports

                                                                                                                Hi. If I activate the business hours for my tickets. Does it affect in reports? I mean, if before, without working hours a ticket comes in on a Monday and closes the following Monday, in the resolution time in working hours I get 7 days. I want to know

                                                                                                              • Zia Field Prediction - Unable to Validate Dataset Entries

                                                                                                                Lastly, whenever we want to create a new field prediction, the status gets stuck in Incomplete and when I try to annotate tickets, I get an error message saying "Unable to validate dataset entries." I've tried deleting and recreating the prediction, but

                                                                                                              • Using an article already existing in Zoho Desk KB as a resolution for another tickets

                                                                                                                Hi, I've read about the Resolution tab of the Tickets and the ability of adding a Resolution to the Knowledge Base so that both agents and customers be able to access this information. However, and considering several tickets may be solved by following the same procedure, here's my question: if, for a ticket, I solved it and added the way I solved it as an article in our KB, is it possible to grab that article and use it as a resolution for another tickets with similar characteristics? If it's not,

                                                                                                              • How to create knowledge base article from api?

                                                                                                                How to create knowledge base article from api?

                                                                                                              • Disabling Smart Writing Assistant

                                                                                                                Hello, I've found this article when looking to disable the Zoho Smart Writing Assistant in our Zoho Desk environment. I appreciate that the article is for another Zoho solution, however, I was still unable to disable this feature! Could we please have

                                                                                                              • Append tags to records on import

                                                                                                                Dear Customers, We hope you're well! Tags in Zoho CRM are humble labels you can earmark your records with for quick classification and recognition. You can tag records one by one when you have only a few records to update; you can automate tagging when

                                                                                                              • "Recently Changed Payload Format" for webhooks in Zoho Billing

                                                                                                                We are seeing a message about recently changed payload format for webhooks in zoho billing. I cannot find any notification about this change can you give me more information on this?

                                                                                                              • Kaizen #198: Using Client Script for Custom Validation in Blueprint

                                                                                                                Nearing 200th Kaizen Post – 1 More to the Big Two-Oh-Oh! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.

                                                                                                              • Zoho People Created a UBO/Group CEO Profile to view all employees

                                                                                                                Hello All I have created a specific role UBO/ Group CEO Profile that is able to access to view all employees information Applicability i have input all the legal entity, business unit and division which most employees are added. I have also given access

                                                                                                              • We've updated the webhook payload format

                                                                                                                We’ve updated the default payload format for webhooks as part of our ongoing efforts to standardize the webhook format across Zoho Finance suite of applications. Note: This change is also applicable for the webhooks configured from the Developer Portal.

                                                                                                              • Zoho People > Access of Left Menu

                                                                                                                Hello All May I check how do i activate or de-activate of the left menu for users do i control via role or specific role? I have assign a user to Team member

                                                                                                              • Custom Button - Location Choice is not changeable in creation

                                                                                                                I created a custom button for the Tasks module that calls a function to streamline mass updates of closing tasks as "complete". I want to place it in either the utility menu or the mass action menu, but when I create the button the "select page" field

                                                                                                              • Workflow on Clone

                                                                                                                Hello. I'm interested on creating a workflow on a clone of a record in the Price_Books module that will clone also all the related Products and associate the new ones with the new Price_Book. My problem starts with that there's no On Clone event, only

                                                                                                              • How can I create a button in a widget that pops up a form created in ZOHO Creator when clicked?

                                                                                                                I know that using HTML snippets, clicking the button can pop up the form. However, the same code does not work in the widget. <button><a href="#Form:form2?zc_LoadIn=dialog">Add</a></button>

                                                                                                              • Introduce an option to hide the form title

                                                                                                                My feature request is to include an option to hide the form title. At the moment it is possible to hide the header. In some cases I do want to show a logo image in the header but not the form title. As a workaround I have tried disabling the header and

                                                                                                              • 関連トピックから配信リストをつくる

                                                                                                                ZOHOキャンペーンの既存の連絡先リストを関連トピックで絞り込んで、配信リストを作成する方法があれば、教えてください。

                                                                                                              • Next Page