Community Digest - agosto de 2023

Community Digest - agosto de 2023

Community Digest de agosto de 2023


Hola Comunidad,
espero que hayas podido disfrutar de las vacaciones de verano y descansar lo máximo posible. Lo primero de todo queremos celebrar juntos un logro muy importante. La comunidad de Zoho ha alcanzado los 100 millones de usuarios hacen que todo esto sea posible. ¡Muchas gracias por formar parte de este viaje!

100 millones de usuarios

En el foro de Español Zoho Community la actividad no ha parado durante el mes de agosto. Hemos compartido más trucos y recomendaciones sobre Bigin by Zoho CRM. Este es el último artículo sobre el modulo de productos pero te recordamos que puedes consultar toda la serie en este enlace.

Además durante el mes pasado se ha conversado en la comunidad sobre Zoho Books, sus beneficios y posibilidades y los módulos personalizados. Aprovecho la ocasión para recordarte que puedes leer las preguntas de otros usuarios y publicar tus dudas en este foro para seguir aprendiendo.

Por nuestra parte, en el equipo de Zoho España, empezamos septiembre con mucha energía porque se acerca el momento más esperado del año para toda la comunidad de Zoho; falta muy poco para Zoholics España. Si aún no te ha llegado la voz, Zoholics es la conferencia anual de Zoho donde se encuentran entusiastas, equipo y partners de Zoho para compartir conocimiento, trucos y avances sobre las aplicaciones del ecosistema. Este año tendrá lugar en Madrid el 10 de octubre y será a lo grande. Estamos deseando verte ahí. Para eso, tenemos un descuento muy especial para los miembros de la comunidad de Zoho en Español que puedes canjear utilizando, al momento de la compra, el siguiente código: 50XLAVUELTA. ¿A qué te esperas? 

Zoholics España 2023
​

Todas estas novedades y mucho más vamos a contar en este foro, así que si aún no lo has hecho te recomendamos de hacer clic en "seguir" para no perderte nada.

Un saludo y te veo en Zoholics



      • 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

        • Zoho Flow Needs to Embrace AI Agent Protocols to Stay Competitive

          Zoho Flow has long been a reliable platform for automating workflows and integrating various applications. However, in the rapidly evolving landscape of AI-driven automation, it risks falling behind competitors like n8n, which are pioneering advancements

        • Important Features Missing

          Hey all I love linkthread, but i am missing some important features. I want to be able to include my Google Tag Manager. I have all the important stuff in my GTM Container: Facebook Pixel, LinkIn Pixel, Zoho Pagesense and so on. So i am able to do retargeting

        • Zoho SignForms: Prefill parameters with spaces render as “+” in the document (even when using %20)

          Hello Zoho Sign team, we are using SignForms with prefill parameters passed via URL. Spaces in parameter values are being rendered as “+” in the finalized document—even when we URL-encode spaces as %20. This is critical for us because we prefill addresses

        • Currency selector (based on variable) usage in comparsion

          Hi, I've developed a currency selector based on the following topic, and it's working well in pivot tables and charts: https://help.zoho.com/portal/en/community/topic/how-can-i-allow-my-users-to-choose-a-currency-for-the-dashboard I also have a comparison

        • Customize Column in Projects - Default View for Template?

          Is there a way to have the columns you'd like to see added to a template? I want my customized columns to show up every single time I create a project from that template. It appears I can customize them in the template but when I create the project they do not transfer over.  Template: See below how the columns in order are : Task, Owner, Status, Assigned, Website URL, Blog H1..etc. When I create a project from that same template it comes out as: Task, Owner, Status, Tags, Start Date, End Date, etc

        • Ask the Experts 24: Analytics, data administration, and mobile experience with Zoho Desk

          Hello Everyone! Welcome back to the Ask the Experts(ATE) series! We were so focused on our Autumn 2025 release that we didn't host an ATE session last month. In this month's ATE, we'd like to expand our areas for discussion: we'd like to listen to your

        • Multi-Page Forms in Zoho Creator!

          Let’s make long applications easier to handle by dividing them into pages, adding a progress bar, and guiding users step by step through complex data entry. This would be a total game-changer for the user experience and could significantly boost completion

        • Unable to Receive Emails on Zoho Mail After Office 365 Coexistence Setup – Error: 553 Relaying Disallowed

          Hello, My domain name is bigniter.com, and I’ve been using Zoho Mail as my email service provider without any issues. Recently, I followed the steps outlined in the Zoho documentation to enable Coexistence with Office 365: 🔗 https://www.zoho.com/mail/help/adminconsole/coexistence-with-office365.html#multi-server

        • Email login error

          Login successfully but email page error

        • Shared Mailboxes Disappeared

          Zoho Mail users in our company haven't been able to see their Shared Mailboxes for the past few hours. I've checked with App and Web Access, but they can't access them. When I send emails to their addresses, I get no error messages. They're still visible

        • Remote Server is misconfigured

          Dear Team, I am unable to use email id as remote server is misconfigured. It would be really great if you could help on this and get this resolved. Thanks & Regard Rohit Gupta

        • why cant i access my email account. it keeps asking me for reverifiying my account by entering my password.

          I cant access my account. it keeps asking me for reverifcaton by entering my password. once its entered it asks for it over and over.

        • Free webinar alert on October 16 - Less Complexity, More Security: Workplace + Directory

          Hello Zoho Workplace Community! Security and productivity shouldn't be at odds—and with Zoho, they're not. Discover how Zoho Workplace + Directory delivers seamless collaboration with enterprise-grade security, all in one integrated ecosystem. Join our

        • Email Recall Feature In Zoho Mail Which Should Also Work For Outside Organisation Members

          Add a feature to recall or undo sending an email within a configurable short time window (e.g., 30 seconds to 2 minutes) after hitting send, similar to Gmail’s undo send. Currently the sent email can not be recall If the recipient is not from within your

        • Workdrive and ChatGPT Team Synced Connectors

          Hi, we want to be able to integrate Zoho Workdrive with OpenAI’s ChatGPT Team plan. Google Drive and OneDrive both offer this, zoho please catch up asap. We dont want to have to put our company files in google drive, we want to allow chatgpt Team edition

        • Alias Name (on items) use case in Zoho inventory

          Hey, Hope everyone is well. Wondering if anyone can shed some light on the use case of Alias Names on Products in Zoho Inventory? Cheers, Chris

        • Updating an Invoice Line Item's Discount Account via API Call / Deluge Custom Function

          I need help updating an invoice line item's discount account via API. Below is a screenshot of the line item field I am referring to. Now the field to the left of the highlighted field (discount account) is the sales income account. I am able to modify

        • Send e-mail with attachments

          Dear Zoho, How is that possible in Zoho Flow to send an e-mail with attachment?  Just a simple example: Zoho Flow checks my Zoho mails and if the conditions starts the trigger then I would like to send an email with the original email's attachment. Any idea? BR, Adam

        • How to I get checkboxes on a subform to update via deluge

          Hello, would someone be able to tell me what I'm doing wrong here? I am trying to take the contents of a Deals subform and add them to an invoice then update the checkbox on each row so that 'add to invoice' is unticked and 'invoiced' is ticked. The output

        • CRM Related list table in Zoho analytics

          In Zoho Analytics, where can I view the tables created from zoho crm related lists? For example, in my Zoho CRM setup, I have added the Product module as a related list in the Lead module, and also the Lead module as a related list in the Product module.

        • Cadences

          I have just started using Cadences for follow-up up email pipeline. Is it just me or do you find the functionality very basic? For example, it will tell me (if I go looking for it) if someone has replied to a follow-up and been unenrolled; but it won't

        • Your bot just got smarter: AI-Powered routing that reads between the lines

          What if your bot could tell the difference? Between a visitor who just needs a quick answer, someone actively comparing options, and a frustrated customer one click away from leaving? Most bots can't. They deliver the same response to everyone, missing

        • Tips & tricks: Make SalesIQ automations work for you

          Every day, thousands of visitors land on your website. Some browse, some buy, and some leave without a word. But, wouldn’t it be great if you could automatically know who’s interested, engage them at the right moment, and never miss a lead, and all this

        • Urgent Security Feature Request – Add MFA to Zoho Projects Client Portal Hello Zoho Projects Team,

          Hello Zoho Projects Team, We hope you are doing well. We would like to submit an urgent security enhancement request regarding the Zoho Projects Client Portal. At this time, as far as we are aware, there is no Multi-Factor Authentication (MFA) available

        • Unified customer portal login

          As I'm a Zoho One subscriber I can provide my customers with portal access to many of the Zoho apps. However, the customer must have a separate login for each app, which may be difficult for them to manage and frustrating as all they understand is that

        • Microsoft Teams now available as an online meeting provider

          Hello everyone, We're pleased to announce that Zoho CRM now supports Microsoft Teams as an online meeting provider—alongside the other providers already available. Admins can enable Microsoft Teams directly from the Preferences tab under the Meetings

        • Zoho Projects - Task Owner filter at Project level

          Hi Projects Team, The feature requests I would like to raise is the ability to create a custom view at the project level for projects with tasks owned by a user or users. For example "Ashley's Projects" custom view might contain a list of project in which

        • Cadences

          I have just started using Cadences for follow-up up email pipeline. Is it just me or do you find the functionality very basic? For example, it will tell me (if I go looking for it) if someone has replied to a follow-up and been unenrolled; but it won't

        • Zoho Books-Accounting on the Go Series!

          Dear users, Continuing in the spirit of our 'Function Fridays' series, where we've been sharing custom function scripts to automate your back office operations, we're thrilled to introduce our latest initiative – the 'Zoho Books-Accounting on the Go Series'.

        • Custom Fonts in Zoho CRM Template Builder

          Hi, I am currently creating a new template for our quotes using the Zoho CRM template builder. However, I noticed that there is no option to add custom fonts to the template builder. It would greatly enhance the flexibility and branding capabilities if

        • Would be really awesome to have Created Time and Modified Time showing for custom functions list

          It would be SO HELPFUL to be able to sort custom functions by created time/ modified time. Also seeing a created by/ modified by with the little profile picture would be supremely helpful as well. Just really hard sometimes to find a function you were

        • What's New in Zoho Analytics - October 2025

          Hello Users! We're are back with a fresh set of updates and enhancements to make data analysis faster and more insightful. Take a quick look at what’s new and see how these updates can power up your reports and dashboards. Explore What's New! Extreme

        • Ticket Export Does Not Include Ticket Threads

          Dear Zoho Desk Support Team, I hope you’re doing well. I would like to report an issue regarding the ticket export functionality in Zoho Desk. Currently, when exporting tickets, the ticket threads or conversation history are not included — only the ticket

        • Payments made notification

          This is a really wonderful feature but we can only use it for about 50% of payments made & have to revert to sending statements which is a real chore. Credits applied to the bills paid in the notification aren't included & this causes great confusion in the accounts receivable departments. Please, please add this required feature asap ! .....

        • Ability to add VAT to Retainer Invoices

          Hello, I've had a telephone conversation a month ago with Dinesh on this topic and my request to allow for the addition of VAT on Retainer Invoices.  It's currently not possible to add VAT to Retainer Invoices and it was mutually agreed that there is absolutely no reason why there shouldn't be, especially as TAX LAW makes VAT mandatory on each invoice in Europe!   So basically, what i'm saying is that if you don't allow us to add VAT to Retainer Invoices, than the whole Retainer Invoices becomes

        • ZOHO DESK link with Power BI

          HI, I am using ZOHO Desk for last two years and now my client is asking to integrate ZOHO desk data to Power BI so that they can use Data for reporting. Kindly guide in details so that i can give access to ZOHO desk export data for more visibility.

        • URLs being masked despite disabling tracking

          Hey, We had disabled click tracking from an email update we are sharing with our users. Despite this, the URL the end user is receiving is masked, and looks like "https://qksyl-cmpzourl.maillist-manage.net/click/1d8e72714515cda6/1d8e72714515ca70" instead

        • Zoho CRM - Calendar Cards View - Let Users Decide What Is Displayed On Calendar Entries

          Imagine planning your week of face-to-face meetings across three counties. You’re trying to group appointments by location to make the best use of your time, but Zoho CRM’s calendar doesn’t show where each meeting is happening. You’re left trying to remember

        • Set to Review for all

          We are testing the use of Writer as part of an internal review process for statement of work documents and have found that when the document is changed from Compose to Review by one person, that is not reflected for all others who view the document. Is

        • Dashboard Autorefesh

          Good day, I am a dashboard that displays the number of tickets based on "Product Name". This dashboard is displayed on a big TV for the team to monitor. Can the dashboard auto-refresh every few minutes to display the new values? Currently, we have closed

        • Next Page