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



      • Recent Topics

      • Zoho CRM Calendar | Custom Buttons

        I'm working with my sales team to make our scheduling process easier for our team. We primary rely on Zoho CRM calendar to organize our events for our sales team. I was wondering if there is a way to add custom button in the Calendar view on events/meeting
      • Default Sorting on Related Lists

        Is it possible to set the default sorting options on the related lists. For example on the Contact Details view I have related lists for activities, emails, products cases, notes etc... currently: Activities 'created date' newest first Emails - 'created
      • Directly Edit, Filter, and Sort Subforms on the Details Page

        Hello everyone, As you know, subforms allow you to associate multiple line items with a single record, greatly enhancing your data organization. For example, a sales order subform neatly lists all products, their quantities, amounts, and other relevant
      • Create custom rollup summary fields in Zoho CRM

        Hello everyone, In Zoho CRM, rollup summary fields have been essential tools for summarizing data across related records and enabling users to gain quick insights without having to jump across modules. Previously, only predefined summary functions were
      • Create static subforms in Zoho CRM: streamline data entry with pre-defined values

        Last modified on (9 July, 2025): This feature was available in early access and is currently being rolled out to customers in phases. Currently available for users in the the AU, CA, and SA DCs. It will be enabled for the remaining DCs in the next couple
      • Create Lead Button in Zoho CRM Dashboard

        Right now to create Leads in the CRM our team is going into the Lead module, selecting the "Create Lead" button, then building out the lead. Is there anyway to add the "Create Lead" button or some sort of short cut to the Zoho CRM Dashboard to cut out
      • Searching customer field

        Hello, When entering a receipt, we select customer information. The customer information is synced with Zoho CRM. However, we can't find the customer information because it searches for words that begin with the entered value. It needs to search for words
      • Introducing Version-3 APIs - Explore New APIs & Enhancements

        Happy to announce the release of Version 3 (V3) APIs with an easy to use interface, new APIs, and more examples to help you understand and access the APIs better. V3 APIs can be accessed through our new link, where you can explore our complete documentation,
      • Rotate an Image in Workdrive Image Editor

        I don't know if I'm just missing something, but my team needs a way to rotate images in Workdrive and save them at that new orientation. For example one of our ground crew members will take photos of job sites vertically (9:16) on his phone and upload
      • Resume Harvester: New Enhancements for Faster Sourcing

        We’re excited to share a set of enhancements to Resume Harvester that make sourcing faster and more flexible. These updates help you cut down on repetitive steps, manage auto searches more efficiently, and review candidate profiles with ease. Why we built
      • WIDGET in related record list ZOHO CRM; how to get and put data to subform custom fields?

        he need: Read and write two custom subform line-item fields on Quotes: Segment_wyceny (picklist/text) and W_pakiecie (number). Write works; read does not return these fields via SDK. Environment Zoho CRM Widget Zoho Embedded App SDK v1.2 Module: Quotes
      • Cliq iOS can't see shared screen

        Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? Regards
      • Zoho CRM Tracking Google Enhanced Conversions

        Can anyone @Zoho, consultants, or users help me understand if Zoho CRM is going to support Google's Enhanced Conversions? I included some information from Google below about it. We use Google Adwords for our pay per click advertising for lead generation,
      • zoho click, and nord VPN

        Unfortunately, we've been having problems with Zoho Click, where essentially the line cuts off after about a minute's worth of conversation every time we are on VPN. Is there a way we can change this within the settings so it does not cut the line off
      • Connecting Portals from different Zoho apps

        Hi, I note that Zoho has functionality for customer portals for several of the Zoho apps, like CRM, Projects, Desk etc. Is there any way to connect these portals?  It would be great if we could give our customers access to a portal in which they could
      • Billing Management: #5 Usage Billing

        After understanding the nuances of Advance Billing and Retainers, we will explore one of the booming billing models. Long ago, villagers drew water from a shared well in a small village. The well was a lifeline for the entire community. Ravi, the well
      • Function #10: Update item prices automatically based on the last transaction created

        In businesses, item prices are not always fixed and can fluctuate due to various factors. If you find yourself manually adjusting the item rates every time they change, we have the ideal time-saving solution for you. In today's post, we bring you custom
      • Inventory Adjustments

        Hi, How to transfer the material from one head to another ? Like materials purchased for manufacturing the laptop need to transfer from consumption inventory (Quantity of raw materials reduced) to destination inventory ( Quantity of Laptop increased)
      • Zoho CRM Community Digest - Aug 2025 | Part 1

        Hey everyone! The first half of August went by, and we have a few announcements and some good noteworthy discussions. So, let's take a look at them! Product Updates: Introducing Connected Records feature: Zoho CRM’s Next-Gen UI now includes Connected
      • Problems with email templates (HTML - Outlook)

        Hi there, I've been trying to create a newsletter from the template "Business 4". Everything looks great in the preview, but when I send it to my Outlook inbox, the layout doesn't seems to stick. More particularly: - The line-height is way more reduced, even though I used the line-height tool from the template - Columns but they are sometimes misaligned - Font size is not always the one I've selected. Could you help? Thanks!
      • Please make it easier to Pause syncing

        right now it takes 3 clicks to get there. sounds silly, but can you make it just 2 clicks to get it done instead? thats how dropbox does it, 2 clicks to pause instead of 3.
      • How to create a Zoho CRM report with 2 child modules

        Hi all, Is it possible to create a Zoho CRM report or chart with 2 child modules? After I add the first child module, the + button only adds another parent module. It won't let me add multiple child modules at once. We don't have Zoho Analytics and would
      • SalesIQとPageSenseの利用について

        初めての投稿で場違いだったらすいません。 弊社ではSalesIQを運用しているのですが、追加でPageSenseの導入もしたいと現場からの声があります。 両サービスともクッキー同意バナーが必要なサービスなのですが 弊社では同意無しに情報はとりませんという方針なので 2つ入れると2つバナーを出す必要がでてきます・・・ 両サービスを運用されてる方があれば運用状況とか教えてほしいです。 PageSenseについては詳細まで機能を理解してないなかでの質問です。
      • How to integrate Zoho Forms with Zoho CRM on Standard Plan

        Hello Zoho Support Team, I am using the Standard Zoho Forms plan (USD 30/user) and I would like to integrate Zoho Forms with Zoho CRM so that certain fields in my forms can be automatically prefilled using data from Deals in CRM. Specifically, I want
      • CRM : Function to add user name to text field

        I have a lookup field in a module that is linked to the CRM users so we can assign a Project Lead to the customer. Sadly Zoho Marketing Automation doesn't sync Lookup fields so I need to extract information from the lookup to text fields: Lookup field
      • Export PDF File Name

        Is it possible to change the default Zoho .pdf naming scheme for inventory items like quotations? Would like to use the the Subject as the default quote name. Is this possible?
      • How to change the from address from 'no reply' for an email template in CRM

        Hi, We have our CRM set up with the from field as sales@XXX. I have just created a series of email templates and sent a test and they are sending from noreply@zoho I have tried searching for how to change the email template but don't have the options
      • Zoho CRM Client Script - SetCriteria in lookup Field

        Hello All One More Zoho CRM Client Script Tips & Trick. Now you can Set the Criteria on Your lookup in zoho CRM, It Comes With a Create Page, Edit Page, and Details Page (Standard). Example:- We have a Room Module that includes Room Name, Status, Campus,
      • Kaizen #71 - Client Script ZDKs for Detail (Canvas) Page

        Hello everyone! Welcome back to another interesting Kaizen post. In this post, we can discuss Client Script ZDKs support for Detail (Canvas) Page. What is Detail (Canvas) Page? A Detail(Canvas) Page allows you to customize the record detail page to your
      • Add Custom Reports To Dashboard or Home Tab

        Hi there, I think it would be great to be able to add our custom reports to the Home Tab or Dashboards. Thanks! Chad
      • Rich-text fields in Zoho CRM

        Hello everyone, We're thrilled to announce an important enhancement that will significantly enhance the readability and formatting capabilities of your information: rich text options for multi-line fields. With this update, you can now enjoy a more versatile
      • Zoho Reports Duplicating Entries

        I have a custom costing tab with a table where we entre invoices. These are under a Heading (PO Subject) and notes added in the form with different line items. In the reports, I have organised the report to group per PO Subject, with the total of the
      • Validation Rule Not Working for Mandatory Field in Zoho Blueprint

        As a Zoho user, we created a validation rule for a specific field. However, we noticed that when we made the same field mandatory within a Blueprint, the validation rule we defined did not work. When we reported this issue to Zoho Support, they stated
      • Notes Issues

        Been having issues with Notes in the CRM. Yesterday it wasn't showing the notes, but it got resolved after a few minutes., Now I have been having a hard time saving notes the whole day. Notes can't be saved by the save button. it's grayed out or not grayed
      • Export from Contacts module to Products module in Zoho CRM

        Good afternoon, I would like to send a number of contact info from the Contacts module into the customized module (tickets to an event) in one operation. I have selected several contacts in the Contact module (people who I have labelled as people I want
      • Zoho Commerce

        Hi, I have zoho one and use Zoho Books. I am very interested in Zoho Commerce , especially with how all is integrated but have a question. I do not want my store to show prices for customers that are not log in. Is there a way to hide the prices if not
      • Can’t receive emailI c

        I have generated a basic for but when I submit it I don’t get a email, I’ve been in the settings and tested me email, all appears correct, can you please help me
      • Data Capture for Historical Activity (Especially One Lead Downloading Variois reports without Overwriting the info)

        Is there a better way in Zoho CRM to capture and archive a lead’s historical activity—specifically whenever they download reports—so that the data is stored without being overwritten?”
      • Client Script - Updating Field Value in Detail Page of a Lead

        Hello, I'm trying to use Client Script To enrich some data of the Lead when one of my User fill the "City" field in the detail page of the Lead. This is my Script: log (value); var response = ZDK.Apps.CRM.Functions.execute("getInfoCitta", { "nomeCitta":
      • Auto shapes in Zoho sheet.

        Does Zoho sheet supports inserting auto shapes (rectangle, circle...). I did not see any option to do so.  If its not supported currently, is there any plans on bring in this features. Any timelines ?
      • Next Page