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

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



¡Hola, Español Zoho Community! 

Febrero ha estado cargado de novedades y mejoras en las aplicaciones de Zoho. Seguimos ampliando nuestra comunidad con eventos y recursos que os ayudarán a sacar el máximo partido a vuestras suscripciones de Zoho. Descubramos juntos lo más destacado de este último mes y todo lo que os espera en las próximas semanas:

  1. Meetups Marzo 2025: ¡No te pierdas esta formación gratuita en Barcelona, Madrid y Valencia!
  2. Zoho Sales IQ: Soporte para múltiples cuentas de WhatsApp Business (WABA) ya disponible en SalesIQ
  3. ¡Entradas para Zoholics 2025 ya a la venta! Apúntate la fecha de la mayor convención de usuarios de Zoho
  4. Zoho Workplace refuerza su seguridad con la incorporación de Zoho Vault
  5. Zoho Recruit: Presentamos la funcionalidad Evaluación Justa para Entrevistas
  6. Ya disponible: Estudio sobre Salud Digital en Europa 2024 de Zoho 
  7. Actualización importante: Verificación obligatoria del dominio de correo electrónico para usuarios de Zoho Analytics
  8. Te contamos cómo aprovechar la IA en tu estrategia de marketing 2025

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. Zoho Sales IQ: Soporte para múltiples cuentas de WhatsApp Business (WABA) ya disponible en SalesIQ

Consolida los chats de varias marcas en una única interfaz fácil de manejar. La compatibilidad Multi WABA de SalesIQ con las cuentas de WhatsApp Business ofrece plantillas, números de teléfono y ajustes personalizados. Esta actualización está diseñada para simplificar tus operaciones y mejorar la interacción con los clientes en tus distintos negocios. Puedes ver las diferencias clave entre el soporte anterior para una sola WABA, sus limitaciones y cómo el nuevo soporte para múltiples WABA transforma la gestión de marcas para hacerla más efectiva aquí. 


3. ¡Entradas para Zoholics 2025 ya a la venta! 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 mostramos aquí! 


4. Zoho Workplace refuerza su seguridad con la incorporación de Zoho Vault

Zoho Vault ahora forma parte de Zoho Workplace, ofreciendo una gestión avanzada de contraseñas para reforzar la seguridad sin perder simplicidad y eficiencia. La versión Standard de Zoho Vault está incluida sin costo en tu suscripción a Zoho Workplace. Con esta integración, las organizaciones pueden colaborar de manera segura y proteger su información confidencial dentro del ecosistema de Zoho Workplace. Descubre cómo utilizar esta actualización en este artículo. 


5. Zoho Recruit: Presentamos la funcionalidad Evaluación Justa para Entrevistas 

Mejora la transparencia y elimina los prejuicios en tu proceso de selección con la nueva Evaluación Justa para entrevistas Además, la integración actualizada con Zoho People te permite sincronizar los detalles de la oferta en Recruit, ayudando a que tus equipos de selección y RRHH se mantengan alineados en todo momento. ¡Descubre su funcionamiento aquí!


6. Ya disponible: Estudio sobre Salud Digital en Europa 2024 de Zoho 

El Estudio sobre Salud Digital en Europa de Zoho analiza la salud digital de las empresas en cinco mercados europeos: Alemania, España, Francia, Países Bajos y Reino Unido. Además, califica a las empresas encuestadas en función de sus prácticas de transformación digital. Así pues, ¿qué salud digital tienen las empresas en tu país y qué aspectos son importantes para mejorarla? No te pierdas este estudio.


7. Actualización importante: Verificación obligatoria del dominio de correo electrónico para usuarios de Zoho Analytics

Actúa ahora para mejorar la seguridad y fiabilidad de tus notificaciones por email de Analytics. Sigue esta guía paso a paso para completar el proceso obligatorio de verificación del dominio de correo electrónico. 


8. Te contamos cómo aprovechar la IA en tu estrategia de marketing 2025

En este blog, exploraremos cómo la IA puede mejorar tu estrategia de marketing en 2025, analizaremos su uso en situaciones reales y veremos cómo las herramientas avanzadas de IA de Zoho pueden integrarse en tus esfuerzos de marketing.

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

      • Elevate your CX delivery using CommandCenter 2.0: Simplified builder; seamless orchestration

        Most businesses want to create memorable customer experiences—but they often find it hard to keep them smooth, especially as they grow. To achieve a state of flow across their processes, teams often stitch together a series of automations using Workflow

      • Unified Directory : How to Access ?

        I signed in to Zoho One this morning and was met with the pop up about the upgraded directory (yay!) I watched the video and pressed "Get Started" ... and it took me back to the standard interface. How do I actually access the new portal/directory ?

      • Translation support expanded for Modules, Subforms and Related Lists

        Hello Everyone!   The translation feature enables organizations to translate certain values in their CRM interface into different languages. Previously, the only values that could be translated were picklist values and field names. However, we have extended

      • Unified task view

        Possible to enable the unified task view in Trident, that is currently available in Mail?

      • Bigin, more powerful than ever on iOS 26, iPadOS 26, macOS Tahoe, and watchOS 26.

        Hot on the heels of Apple’s latest OS updates, we’ve rolled out several enhancements and features designed to help you get the most from your Apple devices. Enjoy a refined user experience with smoother navigation and a more content-focused Liquid Glass

      • Importing data into Assets

        So we have a module in Zoho CRM called customers equipments. It links to customers modules, accounts (if needed) and products. I made a sample export and created extra fields in zoho fsm assets module. The import fails. Could not find a matching parent

      • Allow instruction field in Job Sheets

        Hello, I would like to know if it is possible to have an instruction field (multi line text) in a job sheet or if there is a workaround to be able to do it. Currently we are pretty limited in terms of fields in job sheets which makes it a bit of a struggle

      • Streamlining Work Order Automation with Zoho Projects, Writer & WorkDrive

        Hello Community, Here is the first post in 'Integration & Automation' Series. Use Case :: Create, Merge, Sign & Store Documents in Zoho WorkDrive. Scenario :: You have a standard Work Order template created in Zoho Writer. When a task status is chosen

      • The dimensions of multilingual power

        Hola, saludos de Zoho Desk. Bonjour, salutations de Zoho Desk. Hallo, Grüße von Zoho Desk. Ciao, saluti da Zoho Desk. Olá, saudações da Zoho Desk. வணக்கம், Zoho Desk இலிருந்து வாழ்த்துகள். 你好，来自 Zoho Desk 的问候。 مرحباً، تحيات من Zoho Desk. नमस्ते, Zoho

      • Multi-line address lines

        How can I enter and migrate the following 123 state street Suite 2 Into a contact address. For Salesforce imports, a CR between the information works. The ZOHO migration tool just ignores it. Plus, I can't seem to even enter it on the standard entry screen.

      • Accessing Zoho Forms

        Hi all, We're having trouble giving me access to our company's Zoho Forms account. I can log in to a Forms account that I can see was set up a year ago, but can't see any shared forms. I can log into Zoho CRM and see our company information there without

      • Archiving Contacts

        How do I archive a list of contacts, or individual contacts?

      • Cost of good field

        Is there a way we can have cost of good sold as a field added to the back end of the invoicing procedure and available in reports?

      • How to add image to items list in Invoice or Estimate?

        Hello! I have just started using Zoho Invoice to create estimates and, possibly to switch from our current CRM/ERP Vendor to Zoho. I have a small company that is installing CCTV systems and Alarm systems. My question is, can I add images of my "items" to item list in Zoho Invoice and Estimates and their description? I would like to show my clients the image of items in our estimates so they can decide if they like these items. And I tell you, often they choose more expensive products just because

      • Issue with the Permission to Zoho Form

        I am getting an error by signing in to zoho form as it is stated that i don't have permission to access this is admin account

      • CRM templates

        Hello everyone, In my company we use Zoho campaigns where we set up all newsletters and we use Zoho CRM for transactional emails. I have created some templates in Zoho campaigns but from my understanding i cannot use those in Zoho CRM, right?

      • Meet Canvas' Grid component: Your easiest way to build responsive record templates

        Visual design can be exciting—until you're knee-deep in the details. Whether it's aligning text boxes to prevent overlaps, fixing negative space, or simply making sure the right data stands out, just ironing out inconsistencies takes a lot of moving parts.

      • Where to integrate Price Book and Product List Price

        Hello, We sync zoho crm all modules with all data to zoho analytics. In zoho crm, we have "Price Books" and "Products" modules, where each product is assigned to a few price books with different list prices. From zoho crm, I am able to export a dataset

      • Pending Sales Order Reports

        Pending sale order report is available for any single customer, Individual report is available after 3-4 clicks but consolidated list is needed to know the status each item. please help me.

      • Zoho Mail SMTP IP addresses

        We are using Zoho Mail and needs to whitelist IP for some redirections from your service to another e-mails. You can provide IP address list for Zohomail SMTP servers?

      • Migrate Your Notes from OneNote to Zoho Notebook Today

        Greetings Notebook Users, We’re excited to introduce a powerful new feature that lets you migrate your notes from Microsoft OneNote to Zoho Notebook—making your transition faster and more seamless than ever. ✨ What’s New One-click migration: Easily import

      • Zoho Campaigns - Why do contacts have owners?

        When searching for contacts in Zoho Campaigns I am sometimes caught out when I don't select the filter option "Inactive users". So it appears that I have some contacts missing, until I realise that I need to select that option. Campaigns Support have

      • One Contact with Multiple Accounts with Portal enabled

        I have a contact that manages different accounts, so he needs to see the invoices of all the companies he manage in Portal but I found it not possible.. any idea? I tried to set different customers with the same email contact with the portal enabled and

      • email forwarding not working

        Your email forwarding service does not work. I received the confirmation email and completed the confirmation, after that nothing and nothing since no matter what I have tried. Shame as everything else was smooth. I spose it's harder to run one of these web based internet mail services than you guys thought!!! can you fix the email forwarding asap PLEASE!

      • Google Ads Conversions Not Being Tracked in Zoho CRM

        We have 3 different conversions created in our Google Ads Account. Only one of the 3 conversion types is tracking in Zoho CRM. Our forms are Elementor Forms that are mapped into Zoho CRM. It apprears to me that all leads are showing up in Zoho CRM, but

      • Enable Locations for Expense

        Hi, please enable Locations (ex Branches) for Zoho Expense so that there is consistency between this app and Zoho Books. Thanks in advance.

      • Currency abbreviations

        Hello, Im stuck, and need help. I need the currency fields for example, opportunity value, or total revenue, to be abbreviated, lets say for 1,000 - 1K, 1,000,000 - 1M, and so on, how should I do this?

      • in the Zoho Creator i have File Upload field get the file on submission of the form Get the File and upload to Zoho Books

        in the Zoho Creator i have File Upload field get the file on submission of the form Get the File and upload to Zoho Books . how I get the file From zoho creator and upload to Zoho Books . using Api response = invokeUrl [ url: "https://www.zohoapis.com/creator/v2.1/data/hh/l130/report/All_Customer_Payments/"+input.ID

      • Generate a link for Zoho Sign we can copy and use in a separate email

        Please consider adding functionality that would all a user to copy a reminder link so that we can include it in a personalized email instead of sending a Zoho reminder. Or, allow us to customize the reminder email. Use Case: We have clients we need to

      • Syntax for URLs in HTML Snippets

        What are some best practices for inserting a URL in an HTML snippet? I've looked at Zoho Help articles on navigation-based and functional-based URLs, but I'm still unclear on how to incorporate them in an HTML snippet. For example, 1. How do I link to

      • Rate Limiting in Zoho Flow (OpenAI API)

        Hi Everyone, We are facing some issues when using Zoho Flow as we have a deluge script running which is making external calls to OpenAI endpoint. Sometimes the response takes more than 30 seconds meaning the script will timeout. We want to implement a

      • Placing a condition before converting the LEAD

        Hi,  I need some assistance with Lead conversion. I need to place certain conditions before allowing the user to convert the lead.  For example: up until the certain status's doesn't equal "green" don't allow to convert lead.  I tried creating this using

      • it is possible to open a widget via deluge script function

        I have one function that is workflow action I call my fucntion I need to call the internal widget it is possible to open or it have to please tell me the solution

      • Creator - Portal Custom Domain

        I will pay $100 in crypto to anyone who can actually get my Creator Custom Domain to function (actually tell me how you got yours to).  Domain verifies, Nothing. I've been fighting it a week, multiple chats to customer service. Clearly I'm doing something wrong.  Some datapoints Domain name itself unimportant, can be a string of numbers.  I need to know what registrars are working for you because GoDaddy does NOT.  Do I need hosting? I've tried both ways and nothing works.  I pushed through Cloudflare

      • steps and options to change Domain DNS/Nameservers settings

        Please share the options or steps to change  Domain DNS/Nameservers settings 

      • Employees in Leave Policy exceptions

        In the Leave Policies we should be able to add specific employees to the exception list So it will be like All Employees except A,B,C in the exception list, currently we can only add departments etc

      • How I set default email addresses for Sales Orders and Invoices

        I have customers that have different departments that handle Sales Orders and Invoices. How can i set a default email for Sales Orders that's different than the default email for Invoices? Is there a way I can automate this using the Contact Persons Departments

      • Modular Permission Levels

        We need more modular Permissions per module in Books we have 2 use cases that are creating problems We need per module export permission we have a use case where users should be able to view the sales orders but not export it, but they can export other

      • Kaizen #157: Flyouts in Client Script

        Hello everyone! Welcome back to another exciting edition of our Kaizen series, where we explore fresh insights and innovative ideas to help you discover more and expand your knowledge!In this post, we'll walk through how to display Flyouts in Client Script

      • How get stock name from other column ?

        How get stock name from other column ? e.g. =STOCK(C12;"price") where C12 is the code of the stock

      • Next Page