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

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.

      • Recent Topics

      • Can't rename groups on Mac desktop app

        I'm working on an up-to-date Mac with a freshly downloaded Notebook app. I'm trying to rename a group within a notebook. Here I have, left to right, a note, a group, and a note. I select the group. On the top left, I select Action. On the dropdown, "Rename"

      • Workdrive Collaboration with an External User

        I would like to know if I can setup a collaboration space with an external user in workdrive or do I need to add them as a user on my system? If I need to add them, can I add them on Workdrive only and give limit access to our space only?

      • FSM integration with Books

        Hi, I have spent a few months working with FSM and have come across a critical gap in the functionality, which I find almost shocking....either that, or I am an idiot. The lack of bi-directional sync between Books and FSM on Sales Orders/ Work Orders

      • Marketing Tip #23: Help customers with how-to guides and usage tips

        Customers don’t stop needing you after they place an order. Helping customers use your product correctly and confidently can improve satisfaction, reduce returns, and increase repeat purchases. Sharing simple how-to guides, usage tips, or care instructions

      • Powering Customer Support with our women

        In Zoho Desk support, women make up 50% of our team. We see this as one of our strengths, reflecting the spirit of this year’s theme, "Give to Gain". Our women find their balance Women carry many responsibilities — they represent frontline support, lead

      • Function #25: Automatically generate purchase orders from a sales order

        We kicked off the "Function Fridays" series with the goal of helping you automate your everyday accounting tasks. As we delve into today's post, I'm delighted to announce that we're here to present the 25th custom function in this series. While it is

      • Sales IQ chat is not working in signed android apk

        I have integrated ZOHO sales IQ support chat and i have followed each step and its working fine in my development build but when i create signed APK for it. Chat does not work in it and showing awaiting for detail. I previously asked the same query but

      • How to add line breaks in zoho.cliq.postToUser(...) message?

        In a CRM function using Deluge I'm sending this message and attempting to add some line breaks but they are ignored. Is there another way to add these breaks? My message: message: New urgent task\nDescription \nThis is a fake description.\n A new line?

      • Problem with CRM Connection not Refreshing Token

        I've setup a connection with Zoom in the CRM. I'm using this connection to automate some registrations, so my team doesn't have to manually create them in both the CRM and Zoom. Connection works great in my function until the token expires. It does not refresh and I have to manually revoke the connection and connect it again. I've chatted with Zoho about this and after emailing me that it couldn't be done I asked for specifics on why and they responded. "The connection is CRM is not a feature to

      • Create Receipt of a Donation (not a sale)

        We are a non-profit organization that receives general donations. How do I create a receipt of payment for the donor and categorize the payment as a Gift? I tried the method of creating an invoice; however that automatically created a "Sales" transaction

      • Zoho Books Invoices Templates

        It would be really helpful to have more advanced features to customise the invoice templates in Zoho Books. Especially I´m thinking of the spacing of the different parts of the invoice (Address line etc.). If you have a sender and receiver address in

      • In Lesson Video

        Can anyone help me with this? I'm not sure what happened. It suddenly became like that. I tried to reupload. I tried create a new lesson. Still the same. Please help!

      • emailing estimates

        Shows up in the customer mail logs as sent but nobody is receiving them, even when I send them to myself I don't get them ??? Something wrong with the mail server or my end ?

      • Custom TDS on Vendor Credits via API

        Hi, We are using Zoho Books APIs for posting Bills and vendor credits. We are unable to post custom TDS amount posting vendor credits. Can you please share the API spec and Payload that need to be sent for Custom TDS for Vendor Credits.

      • How to use OR when filtering using two fields

        I want to create return a list of Account Names by filtering on Field1 = "yes" OR Field 2 = "no" I can't see how to use the OR in the filter.

      • Editing the list of Categories in the Categorize Manually section of Banking in Zoho Books

        Hi, I need to create two new Categories called Withdrawals and Deposits to categorize payments in a bank account. How do I edit the Categories list?

      • Mobile phone version not working well

        I am working on the Zoho Site Builder. In the preview the desktop version looks okay, but in the mobile phone preview many words are cut off in the weirdest (wrong) way. How can I fix that?

      • Zoho - Please explain difference between Thread view and Conversation view on Ticket

        I have reviewed the help document here but am still not clear on the difference between the two views. As an example, I just had a back and forth on a ticket: - Customer emails support email. - I email back from Desk. - Customer responds back. - I email back from Desk. On the upper left drop down box on the ticket Zoho Desk now says this is "4 Threads" and "4 Conversations" . How is that 4 threads?? By my count it is 1 thread and 4 conversations (assuming by "conversation" Zoho means number of total

      • I need help to take Reports for tickets moved between departments.

        Hi, I need help to take Reports for tickets moved between different departments. Pls guide Shyam

      • Export to excel stored amounts as text instead of numbers or accounting

        Good Afternoon, We have a quarterly billing report that we generate from our Requests. It exports to excel. However if we need to add a formula (something as simple as a sum of the column), it doesn't read the dollar amounts because the export stores

      • Increase Round Robin Scheduler Frequency in Zoho Desk

        Dear Zoho Desk Team, We hope this message finds you well. We would like to request an enhancement to the Round Robin Scheduler in Zoho Desk to better address ticket assignment efficiency. Current Behavior At present, the Round Robin Scheduler operates

      • Automation #6 - Prevent Re-opening of Closed Tickets

        This is a monthly series where we pick some common use cases that have been either discussed or most asked about in our community and explain how they can be achieved using one of the automation capabilities in Zoho Desk. Typically when a customer submits

      • Zoho Desk EU slow/unresponsive

        Has anyone else got issues with ZohoDesk today in the EU? It takes an age to come back and if you do start typing something and try and send or save it looks like it times out. We are also getting this pic. ot I can't see anything on https://status.zoho.eu/

      • EU DC Partial Outage Resolved: A Detailed RCA

        Incident Summary Due to an overload on one of the nodes in the EU DC for Zoho Desk, the system was unable to handle the heavy load, causing a slowdown in requests and resulting in a partial outage for customers with data residing in that node. On May

      • Perfomance Management - Zoho People

        Hi team, I am looking for performance management data such as KRA, goals, feedback, appraisals, etc., in Zoho Analytics. However, I am unable to find these metrics while editing the setup. Could you please confirm whether these fields are available in

      • Deprecation of the Zoho OAuth connector

        Hello everyone, At Zoho, we continuously evaluate our integrations to ensure they meet the highest standards of security, reliability, and compliance. As part of these ongoing efforts, we've made the decision to deprecate the Zoho OAuth default connector

      • Zoho Mail iOS app update: Display recipient's nickname on contact suggestion

        Hello everyone! In the most recent version(v3.3.1) of the Zoho Mail iOS app update we have brought in support to display recipient's nickname in contacts suggestion. Please update the app to the latest version directly from the App Store or using the

      • Digest Février - Un résumé de ce qui s'est passé le mois dernier sur Community

        Bonjour chers utilisateurs, Le 26 février, nous avons organisé notre première session Ask the Expert de 2026. Nous sommes heureux de partager que ce fut une session très interactive, avec de nombreuses questions intéressantes posées par nos clients. Si

      • Zoho CRM Case Notes - Share to Customer

        Hi team does anyone know the Api to set a note, against a case, to shared with customer? i cant seem to find it  cheers 

      • Send out follow-up email in the same thread (threaded conversations in individual emails) from Zoho CRM

        Hi, I'm new to Zoho. I'm trying to send individual emails to my leads one by one. And I'll send out follow up email if I don't hear back from them later. However, instead of sending a new email, I want to reply in the same email thread so that the recipients

      • Depositing funds to account

        Hello, I have been using Quickbooks for many years but am considering moving to Zoho Books so I am currently running through various workflows and am working on the Invoicing aspect. In QB, the process is to create an invoice, receive payment and then

      • web to lead

        Can anyone help me how to create web to lead from zoho marketing automation

      • How can I see content of system generated mails from zBooks?

        System generated mails for offers or invices appear in the mail tab of the designated customer. How can I view the content? It also doesn't appear in zMail sent folder.

      • UI issue with Organize Tabs

        When looking at the organize Tabs window (bellow) you can see that some tabs are grayed out. there is also a "Add Module/Web Tab" button. When looking at this screen it's clear that the grayed out tabs can not be removed from the portal user's screen

      • I created a signup form in Zoho Marketing Automation with the correct field mapping, but the data is not being reflected under Leads in Zoho CRM.

        web to lead from zoho marketing automation

      • Pasted Images not being embedded in custom mail

        Hi, I'm making a custom report by email based on commentaries. I have the email ready, all working great except for images that are being pasted in the commentaries. Zoho deals with them as temp images and so it requires authentication to view them, something

      • Kaizen #232 - Building a Ticket Escalation Mechanism from Zoho CRM

        Howdy, Tech Wizards! Picking up the thread from last week, we will continue our Zoho CRM and Zoho Desk integration. In Kaizen #231 - Embedding Zoho Desk Tickets in Zoho CRM, we built a Related List widget that displays open Zoho Desk tickets within the

      • Inactive License for free account.

        I recently upgraded my Cliq subscription not my team (on the free version), are unable to login to their accounts. The error message received is Inactive License Looks like you have not been covered under the current free plan of users. Please contact

      • Deluge scripts

        Why is there not a search function to make it easier to find the script of interest when modifications are required.

      • Zoho Sheet for Desktop

        Does Zoho plans to develop a Desktop version of Sheet that installs on the computer like was done with Writer?

      • Next Page