Community Digest: un resumen de junio de 2021

Community Digest: un resumen de junio de 2021

Community Digest de junio de 2021
¡Buenas, comunidad!

El mes de junio nos ha traído un meet-up virtual, consultas en el foro, tips and tricks y algunas noticias en Zoho. ¡Un mes muy completo! Pero, no nos adelantemos. En nuestro Community Digest de hoy vamos a hacer un repaso de lo que ha sucedido en Español Zoho Community el mes de junio de 2021:

En el subforo de Zoho One nos han llegado dos consultas. La primera, sobre como instalar un certificado de seguridad de Godaddy en Zoho Sites - lee el hilo aquí - y la segunda sobre cómo asignar tickets en Zoho Desk a varios perfiles (la respuesta, aquí).

También tenemos un nuevo Tips and Tricks para Zoho Campaigns: este mes os damos algunos consejos sobre cómo hacer un asunto de correo electrónico eficaz y atractivo, de forma que más personas se interesen por el contenido del mensaje.

En el subforo de Eventos recordamos nuestro meet-up virtual de usuarios de Zoho One, celebrado el pasado 3 de junio. Pero, ¿quién mejor para contarnos cómo fue que uno de nuestros asistentes?

"Mi experiencia tras mi primer meet-up de Zoho Community fue bastante buena. Lo que más me ha gustado es la amabilidad y la profesionalidad de los ponentes, no solo durante el meet-up si no tras el mismo y aprender sobre Zoho One y algunas aplicaciones nuevas. Recomiendo que la gente asista a estos meet-up virtuales ya que podemos estar en un ambiente distendido pero profesional aprendiendo de verdaderos profesionales."
Manuel Losa
Programador e integrador, Inspiria Dental

De nuevo os agradecemos a todos los asistentes vuestra participación y entusiasmo durante el meet-up. ¡Esperamos veros en los siguientes!

Por último, como noticia a destacar este mes de junio es la actualización de Bigin, nuestro CRM centrado en embudos de venta y diseñado para pequeñas empresas, ahora más móvil, más extensible y com una mayor usabilidad. Descubre las novedades.

¡Gracias por leernos y por publicar con nosotros! Os seguimos en nuestra comunidad, Español Zoho Community.
    • Sticky Posts

    • Nuevos tiempos en Zoho Community en español

      ¡Hola! Os saluda Elsa Perpiñá Subiñas, la cara visible de la comunidad en español, y encargada de crear y mantener esta plataforma como un lugar donde conectar y compartir con otros usuarios. Os doy la bienvenida a una nueva era en esta comunidad, en la que las publicaciones, contenido, preguntas y respuestas estarán escritas en español, y realizadas especialmente para vosotros. A partir de esta semana podréis encontrar:  1. Nuevos subforums en los que encontrar información y realizar vuestras consultas,
      • Recent Topics

      • Windows Device Authentication

        We have recently started using ManageEngine, and my boss saw a device management feature in the Zoho One directory. We thought it would either help give us more intergration into Zoho one through bringing ManageEngine services through Zoho one. Or, it
      • How can I change spell check language?

        I cannot find the way to change spell check language. My "display language" is English, and I want to have the same one for Spell Check, but it is Russian!!! How can I change it? In one of your explanations you mentioned that I have to choose it from
      • Mail is so slow - doesn't even work!

        Mail has been getting slower and slower - and today it's not even pulling up emails in either Inbox or Unread. This is beyond frustrating since email is a big part of business. Sent a request through the useless help portal - no response. Called the useless
      • User marked as SPAMMER. Mail Fetch has also been disabled for any active POP accounts.

        I am the administrator for joelles.com One of our accounts has been blocked saying this: User marked as SPAMMER. Mail Fetch has also been disabled for any active POP accounts. I cannot change the disabled account in the control panel as it says that it
      • My domain did not activate

        Hi, my domain (apsaindustrial.com.ar) did not activate, and the phone verification message never arrived. Please would you solve this problem? Thanks.
      • ME SALE ESTE ERROR: No fue posible enviar el mensaje;Motivo:554 5.1.8 Email Outgoing Blocked

        Ayuda!! Me sale este error al intentar enviar mensajes desde mi correo electronico de Zoho! Tampoco recibo correos pues cuando me envia rebotan. Ayuda, Me urge enviar unos correo importantes!! Quedo atenta MAGDA HERNANDEZ +5731120888408
      • Is there a way to sync Tags between CRM and Campaigns/Marketing Hub?

        I wonder if there is a way to synch the tags between CRM and Marketing-Hub / Campaigns?
      • how to see if a specific contact opened an email in zoho campaign?

        how to see if a specific contact opened an email in zoho campaign?
      • Revenue Management: #8 Revenue Recognition in Educational & Training Institutions

        Educational Institutions and training centres typically collect course fees at the time of enrolment, sometimes for a one-day workshop and sometimes for a year-long certification course. You might also charge separately for course materials or evaluation.
      • How to Customize Task Creation to Send a Custom Alert Using JavaScript in Zoho CRM?

        Hello Zoho CRM Community, I’m looking to customize Zoho CRM to send a custom alert whenever a task is created. I understand that Zoho CRM supports client scripts using JavaScript, and I would like to leverage this feature to implement the alert functionality.
      • Maximum file limit in zoho people LMS

        Dear Team, I am having approximately 4.9 GB of material, including PPTs and videos for uploading in zoho people LMS course. May I know what is the maximum limit limit for the course files Thanking you, With regards, Logeswar V Executive _ Operations
      • Dynamically prefill ticket fields

        Hello, I am using Zoho Desk to collect tickets of our clients about orders they placed on our website. I would like to be able to prefill two tickets fields dynamically, in this case a readonly field for the order id, and a hidden field for the seller
      • Optimize your Knowledge Base for better visibility by allowing search engine crawling and indexing

        All you need to know about no-follow and no-index in KB. What are article crawlability and indexability? Crawlability and indexability are vital for making an article visible and accessible to search engines. When a search engine crawls an article, it
      • Has anyone created a public ASAP Guide that I can check out?

        I am thinking of adding an ASAP guide to my web application, but I have noticed that the ASAP widget itself can be really slow to load sometimes. Has anyone created a public ASAP Guide that I can check to see how performant it is? I don't want to spend
      • What’s New in Zoho Analytics – September 2025

        Hello Users!! In this month’s update, we’re raising the bar across multiple touchpoints, from how you bring in data, plan and track projects to how you design and brand your dashboards. We’ve added the all-new Gantt chart for project visualization, expanded
      • Zoho MCP has no tools for Creator or 3rd Party Apps?

        I don't see a Zoho MCP community forum so putting this here. Two big problems I see: 1) Although Zoho advertises "over 950 3rd party apps" as available through their MCP, when I go to "Add Tools" there are ZERO 3rd party apps available to choose from.
      • Zoho Forms - Zoho Drive connection - Shared Drives not supported

        Hello i am stuck with Google Drive Connection There is no supported shared drives Connection is not support shared drives boolean Query Parameters - supportsAllDrives=true&supportsTeamDrives=true to activate fetch files from the shared drives. Ahat need
      • Can't create package until Bill created?

        I can't understand why we cannot create a package until a Bill is created? We are having to created draft Bills to create a package when the item is received, but we may not have received a Bill from the supplier. Also, Bill # is required, but we normally
      • Whats the Time out Limit for API Calls from Deluge?

        Hi Creator Devs, We are making API calls to third party server via Deluge. Getting this error message: Error at line : 24, The task has been terminated since the API call is taking too long to respond. Please try again after sometime. Whats the default
      • How to get the authorization code for domain transfer from Zoho?

        I have transferred my domain from zoho to godaddy, and that needs a authorization code. I haven't got any mail containing that. How to get the authorization code from domain transfer? Thanks, Arun
      • How can I optimize a Zoho Site page for SEO when embedding external menu or restaurant links?

        Hi everyone, I’m experimenting with building small content hubs on Zoho Sites and want to make sure I’m doing it in an SEO-friendly way. For example, I tried creating a page that highlights restaurant menu items and linked out to a resource like this:
      • Diff signature for compose new email and replies

        Hi,   How do i have different signature for replies and new emails. its inconvenient to have one large signature for replies. Usually on Outlook we have the option to keep separate signatures for new emails and for replies.
      • Zoho Website Site Speed Up & Setting

        We are experiencing slow loading speeds on our Zoho website and would like assistance in optimizing its performance. Kindly review the site and suggest or implement necessary improvements to enhance speed, especially related to: > Caching mechanisms >
      • No option for pick up in Zoho Books / Inventory but yes on commerce

        Is it planned to release soon on books/inventory?
      • Accessing Zoho form enteries via API

        Hi As a user I can view enteries to a form at: https://forms.zoho.com/<myOrganisation>/report/<myReportName>/records/web How do I access these entries via API? I don't have any problem with scope and getting tokens. But I have no idea what the API call
      • Blueprint Issue - Being able to set a subform field as mandatory

        I'm creating a blueprint. My record involves a subform which is only shown once field is set but the field gets set in step two of the process. My problem - I can't save the record as the subform field is set to mandatory - If I unset the mandatory field,
      • Blueprint - Mandatory file upload field

        Hi, File upload (as we as image upload) field cannot be set as mandatory during a blueprint transition. Is there a workaround? Setting attachments as mandatory doesn't solve this need as we have no control over which attachments are added, nor can we
      • Zoho Books - Include Quote Status in Workflow Field Triggers

        Hi Zoho Books team, I recently tried to create a Workflow rule based on when a Quote is Accepted by the customer. This is something which I thought would be very easy to do, however I discovered that Status is not listed as a field which can be monitored
      • Zoho Books - Show Related Sales Orders on Quotes

        Hi Books team, I've noticed that the Quotes don't show show the related Sales Order. My feature request is to also show related Sales Orders above the Quote so it's easy to follow the thread of records in the sales and fulfilment process. Below screenshot
      • Add VAT/Tax line to bank adjustments

        When categorising transactions and matching bank feeds with transactions such as customer payments, we use the "Add Adjustment" to add things like fees/bank fees. It would be useful to choose a VAT/Tax rate here. Whilst there is a bank charges option when adding a payment, this goes into the default bank charges account. We use the adjustments so that we can choose the account and separate our fees. We use different card providers and Worldpay charges VAT so we are stuck. We cannot integrate with
      • New Menu Layout Feedback

        I'd really like to see the banking item back on the top of the menu. I'm sure part of it is just because that's what I'm accustomed to. However, for a bookkeeping program, I think there's a logic to having banking be on top. Not a giant issue, but something
      • Form Accessibility

        Hi, is there an update on the accessibility standard of Zoho forms? Are the forms WCAG 2.1 AA compliant? 
      • Cannot schedule report delivery

        The only 'send option' available when exporting reports is 'immediately' The option to schedule the report is missing.
      • adding attachment in sendmail script where attachment is in a CRM field

        Hi all, I have a custom field of type 'File Upload' in one of my modules in my CRM. I want to include the file in that field as an attachment to an email - which is done from a button on  the 'Results' module. I have created a script and a button to initiate an email from that module. The Deluge scripting window has allowed me to add arguments for all the fields I need to use except for the one file upload type field. My script currently looks like the below (content of the email omitted). As you
      • [Free Webinar] Learning Table Series - AI-Enhanced Insurance Claim Management in Zoho Creator

        Hello Everyone! We’re excited to invite you to another edition of Learning Table Series, where we showcase how Zoho Creator empowers industries with innovative and automated solutions. Struggling with lengthy claim processes, a lack of visibility into
      • Not sure how to use credits to my account

        Hi I have a $50 credit to my account. I'm just wondering how I can apply that to either a current invoice or to try a new service. Any advice would be great, thanks. Kind Regards Chris
      • Control who sees Timeline and Interactions in Zoho CRM through Profiles

        The feature has been enabled for all DCs (except US, EU, and IN DCs). We will be rolling it out to the other DCs in the upcoming days. Dear All, In a CRM, not all users would require access to the history of a record. For instance, a Marketing Operations
      • Zoho Desk Integration - Add the option to send the estimate from the Zoho Desk Ticket Integration

        Hi, Currently in the Zoho Desk integration, the user is able to create an estimate from a ticket, once the estimate is created the user can see the estimate under the ticket (see screenshot below), but is not able to send that estimate from Zoho Desk.
      • CRM Validation Rules Support Only Single Condition

        Simply put, CRM validation rules support only a single condition for each field on "All Records". You also cannot specify additional validation rules on the same field because it has already been used in an existing validation rule. The ONLY solution
      • Unapproved Leaves are hard to distinguish in Attendance View

        This is a an unapproved leave request It appears in the Attendance view without any visual indicator if its approved or not For a whole day request this might be manageable but for hourly requests it gets very hard to know which are approved, which are
      • Next Page