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

        • How to get the call recording external ID via desk API

          I have enabled phonbridge integration with Zoom Call. I am trying to access the call recording in Zoom by calling Zoom API. I have built a Desk workflow to trigger on a new call, to call a custom function. when calling the API, the response doesn't contain
        • Can't View Project Names in Mobile App

          I can't view project names on PO's in the app, nor can I add that as a viewable PDF field in inventory on the computer. I've attached screenshots showing that in the mobile version whether you are on the PO, editing the PO, or viewing the PO line items,
        • Notebook

          I have purchased the monthly pro subscription of Notebook. But it does not support my XP-Pen to write something in it. So it is not useful to me. Hence I am requesting you to help me to discontinue this subscription.
        • Domain Mapping & Image Publishing Issues on Zoho Sites

          Hello, I am facing two issues with my Zoho Sites account: 1. Images not visible after publishing. 2. Domain mapping error: "Domain already exists". I am a paid customer. Please connect me with Live Chat Support or Zoho Assist so I can show my issue
        • Prevent duplicate with custom fields?

          I was wondering something about custom field/custom modules in Zoho Desk. For some reason you can make a custom field mandatory but not unique? For example, if I create a custom module to manage equipment and renewal and make a field serial number no
        • Generate leads from instagram

          hello i have question. If connect instagram using zoho social, it is possible to get lead from instagram? example if someone send me direct message or comment on my post and then they generate to lead
        • Where is the desktop app for Zoho Projects???

          As a project manager, I need a desktop app for the projects I manage. Yes, there's the web app, which is AWESOME for cross browser and platform compatibility... but I need a real desktop app for Projects that allow me to enter offline information where
        • How to Automate Monthly PDF Reports with Filters in Zoho Creator

          Hi everyone, I’m trying to build an automated monthly reporting process in Zoho Creator and would appreciate suggestions or best practices from anyone who has done something similar. What I’m trying to do: I have a form called New_Customer with fields
        • Feedback: Streamlining Note Management in Zoho Notebook

          Dear Team/Support, I would like to share some feedback regarding the note management system that could help improve usability and accessibility for users like myself. Notebook 1 (screenshot attached): Currently, the system does not allow selecting and
        • showing Limit exceeded

          Good afternoon...trust you're good. I've been having issues working with but it's not responding. it's showing Limit exceeded, sorry it seems like too many people are working on the sheet right now please try again later. meanwhile no one is working on
        • Sorting columns in Zoho Projects

          Hi, In project management best practice, sorting columns (ascending, descending) is an important tool. Sorting dates to see the order of tasks starting, sorting on priority or even on planned hours is a must for an efficient project control. Currently,
        • Upload API

          I'm trying to use the Upload API to upload some images and attach them to comments (https://desk.zoho.com/DeskAPIDocument#Uploads#Uploads_Uploadfile) - however I can only ever get a 401 or bad request back. I'm using an OAuth token with the Desk.tickets.ALL
        • Losing description after merging tickets

          Hello, We merge tickets when they are about the same topic from the same client. It happens sometimes. We recently noticed that after the merger only the description from the master ticket is left in a thread. And the slave-ticket description is erased.
        • update linked contacts when update happens in account

          Hi, I have a custom field called Licence in the Accounts module. When someone buys a licence, I’d like to update a custom field in the related Contacts. How can I achieve this? I noticed that workflows triggered on Accounts only allow me to update fields
        • Problem Management Module

          I am looking for a Problem Management module within Zoho Desk. I saw in some training videos that this is available, and some even provided an annual price for it. I want an official confirmation on whether this is indeed available. This is not a particularly
        • Unable to explore desk.zoho.com

          Greetings, I have an account with zoho which already has a survey subscription. I would like to explore desk.zoho.com, but when I visit it while logged in (https://desk.zoho.com/agent?action=CreatePortal) I just get a blank page. I have tried different
        • Offline support for mobile app

          Accessing your files and folders from your mobile devices is now quicker and simpler, thanks to the power of offline support. Whether on an Android or iOS device, you can use the Offline function to save files and folders, so you can review them even
        • Zoho Desk KB article embedded on another site.

          We embed KB articles from Zoho Desk on another site (our application). When opening the article in a new tab, there is no issue, but if we choose lightbox, we are getting an error "To protect your security, help.ourdomain.com will not allow Firefox to
        • List of packaged components and if they are upgradable

          Hello, In reference to the article Components and Packaging in Zoho Vertical Studio, can you provide an overview of what these are. Can you also please provide a list of of components that are considered Packaged and also whether they are Upgradable?
        • Does Attari Messaging app have Bot option and APIB

          Hi, Does Attari also have Bot and API as we use in WhatsApp??
        • How to add application logo

          I'm creating an application which i do not want it to show my organization logo so i have changed the setting but i cannot find where to upload/select the logo i wish to use for my application. I have seen something online about using Deluge and writing
        • Zoho Analytics Regex Support

          When can we expect full regex support in Zoho Analytics SQL such as REGEXP_REPLACE? Sometimes I need to clean the data and using regex functions is the easiest way to achieve this.
        • Change of Blog Author

          Hi, I am creating the blog post on behalf of my colleague. When I publish the post, it is showing my name as author of the post which is not intended and needs to be changed to my colleague's name. How can I change the name of the author in the blogs?? Thanks, Ramanan
        • how to differentiate if whatsapp comes from certain landing page?

          I create a Zobot in SalesIQ to create a Whatsapp bot to capture the lead. I have 2 landing pages, one is SEO optimized and the other want is optimized for leads comes from Google Ads. I want to know from which landing page this lead came through WhatsApp
        • How to record company set up fees?

          Hi all, We are starting out our company in Australia and would appreciate any help with setting up Books accounts. We paid an accountant to do company registration, TFN, company constitution, etc. I heard these all can be recorded as Incorporation Costs, which is an intangible asset account, and amortised over 5 years. Is this the correct way to do it under the current Australian tax regulations? How and when exactly should I record the initial entry and each year's amortasation in Books? Generally
        • Show Payment terms in Estimates

          Hi,  we are trying to set up that estimates automatically relates payment terms for the payment terms we introduced on Edit contact (Field Payment terms).  How can it be done? Our aim is to avoid problems on payment terms introduced and do not need to introduce it manually on each client (for the moment we are introducing this information on Terms and Conditions.  Kind Regards, 
        • When dispatched to crew, assigning lead missing

          Hello, For the past two or three weeks, whenever an officer assigns Service Appointment to a team, the lead person is missing from the assigned service list. Therefore, we have to reschedule the SA and then the lead person becomes visible in the assigned
        • I want to transfer the project created in this account to another account

          Dear Sir I want to transfer the project created in one account to another account
        • Weekly Tips : Customize your Compose for a smoother workflow

          You are someone who sends a lot of emails, but half the sections in the composer just get in your way — like fields you never use or sections that clutter the space. You find yourself always hunting for the same few formatting tools, and the layout just
        • Custom Bulk Select Button

          Zoho CRM offers the ability to select multiple records and invoke a Custom Button This functionality is missing from Recruit Currently we can only add buttons in the detail page and list But we cannot select Multiple Records and invoke a function with
        • Power of Automation :: Smart Ticket Management Between Zoho Desk and Projects

          Hello Everyone, A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate
        • Need to set workflow or journey wait time (time delay) in minutes, not hours

          Minimum wait time for both Campaigns workflows and Marketing Automation journeys is one hour. I need one or the other to be set to several minutes (fraction of the hour). I tried to solve this by entering a fraction but the wait time data type is an integer
        • BUG - Google Business Buttons - Add a button to GBP Post

          I am experiencing an issue with the "Add a button" feature when creating posts for my Google Business Profile (GBP) through Zoho Social. When I schedule or publish a GBP post and include a call-to-action button with a specific URL, the post itself publishes
        • Do you have software like Windows software?

          We want swadeshi software
        • Support for Custom Fonts in Zoho Recruit Career Site and Candidate Portal

          Dear Zoho Recruit Team, I hope you're doing well. We would like to request the ability to use custom fonts in the Zoho Recruit Career Site and Candidate Portal. Currently only the default fonts (Roboto, Lato, and Montserrat) are available. While these
        • Trying to export a report to Excel via a deluge script

          I have this code from other posts but it gives me an error of improper statement, due to missing ; at end of line or incomplete expression. Tried lots of variations to no avail. openUrl(https://creatorapp.zoho.com/<username>/<app name>/XLSX/#Report:<reportname>,"same
        • Need help to create a attach file api

          https://www.zoho.com/crm/developer/docs/api/v8/upload-attachment.html Please help me to create it... It's not working for while. Do you have some example?
        • Export view via deluge.

          Hi, Is it possible to export a view (as a spreadsheet) via deluge? I would like to be able to export a view as a spreadsheet when a user clicks a button. Thanks     
        • Zoho Inventory's latest shipping integration updates at a glance.

          Hello Users, We would like to share some important news about our latest improvements in the Shipping integration capabilities of Zoho Inventory that we achieved in 2024 with some of our major integration partners in key editions across APAC, North America,
        • Possible to generate/download Quote PDF using REST API?

          See title. Is there any way after a quote has been created to export to a PDF using a specified template and then download it? Seems like something that should be doable. Is this not supported in the API v2.0?
        • Next Page