Community Digest Marzo 2024 - Todas las novedades en Zoho Community en Español: ecommerce, tips, ¡y

Community Digest Marzo 2024 - Todas las novedades en Zoho Community en Español: ecommerce, tips, ¡y


Español Zoho Community - Digest Marzo 2024

¡Qué rápido ha pasado marzo! Un mes más, ¡gracias a todos los miembros de Zoho en Español por vuestra colaboración! Nos ha encantado ver cómo usuarios de Zoho han brindado respuestas a otros integrantes del foro de esta comunidad. ¡Sois geniales!
Queremos que puedas rentabilizar al máximo tus aplicaciones de Zoho mostrándote cómo usar con fluidez sus funciones, así que, ¡vamos a ello! En esta edición :
  1. Crear listas de precios diferentes para cada cliente: aumenta tus ventas gracias a las características intuitivas de Zoho Commerce
  2. Más para Zoho Commerce: Alternativas a campos en la página de registro.
  3. Formación para Admins de Zoho CRM+: Zoho Workshop en mayo en Madrid.

 

Zoho Commerce: aumenta tus ventas y fideliza a tus clientes monstrándoles precios personalizados con descuentos por volumen.

Recientemente, un miembro de Zoho hizo una muy buena pregunta: ¿Se pueden aplicar distintas listas de precios en función del usuario de mi página en Zoho Commerce? Y la respuesta es... ¡sí, es posible! Descubre cómo aquí. 
La función de listas de precios por usuario en Zoho Commerce ofrece una gran oportunidad para los negocios que buscan:
  1. Segmentar su mercado y ofrecer precios personalizados con estrategias como tarifas escalonadas en base a parámetros como la antigüedad del cliente o los distintos niveles de compra. 
  2. Implementar estrategias de precios B2B, maximizando sus márgenes de beneficio en cada venta.
  3. Aumentar la rentabilidad al mantener un control total sobre su estrategia de precios.
  4. ¡Sácale el máximo partido a esta poderosa herramienta!
 

Más sobre Zoho Commerce: ¿es posible agregar un campo en la página de registro?

Este mismo usuario se preguntaba si era posible añadir datos como el NIF en el portal de registro de tus usuarios. Aunque, como otros miembros de la comunidad y nuestros expertos confirmaron, no es posible en la versión actual, existe una solución alternativaque puedes encontrar al completo aquí.
Te mostramos un breve esquema de esa solución alternativa:
  1. Migrar a la versión 2 (no final ni beta):
    1. Acceder a la versión 2:
    2. Clic derecho en la pantalla.
    3. Seleccionar "Inspeccionar" para ir a la consola del desarrollador.
    4. Ir a la pestaña "Consola".
    5. Escribir actualizarToV2(); y presionar Entrar.
  2. Agregar el campo:
    1. Ir a Pedidos > Ordenar campos personalizados > Agregar campo personalizado.
    2. Seleccionar el campo creado en el diseño de la página de pago.
  3. Migrar de vuelta a la versión 1:
    1. Hacer clic en el ícono de tu perfil en la esquina superior derecha.
    2. Seleccionar "Volver a la versión anterior".                    

Si te gustaría consultar un caso particular, no dudes en ponerte en contacto con nosotros enviando un email a soporte@zohocorp.com para revisarlo de manera personalizada.
 

Formación de Zoho CRM Plus para ti y tu equipo: Zoho Workshops.

¡Los CX Workshops para administradores de Zoho CRM Plus vuelven a España! El 20 y 21 de mayo en Madrid podrás recibir formación práctica de la mano de nuestro dedicado equipo de soporte. ¿Qué puedes esperar? Te lo contamos:
  1. Talleres formativos con demostraciones prácticas en directo
  2. Sesiones individuales personalizadas
  3. Networking con otros usuarios Zoho
Todas las ponencias serán en inglés. Las sesiones privadas con nuestros expertos serán en inglés o español según disponibilidad de experto y tu preferencia.
 
Regístrate y aprovecha esta oportunidad para aprender y charlar en persona. ¡Te esperamos!
 
¡Hasta el próximo mes!          

  




      • 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

        • Issue with Purchase Rate Showing as “0” After Importing Items List

          Dear Zoho Books Support Team, Good day. I’m reaching out regarding an issue I’m facing while importing my items list into Zoho Books. Despite mapping all fields correctly and including the purchase price for each product in my Excel file, the Purchase
        • API for Task Entity in Zoho Books

          I’m working on automating task creation in Zoho Books via a custom button in the Bills Module. The goal is to create a task in the Tasks Module and assign it to the Finance Team, so they can track progress efficiently. While reviewing Zoho Books documentation,
        • create invoice in zoho books from the zoho forms

          Is there a native way to have create invoice in zoho books, when zoho form is completed?
        • Email undelivered

          GOod Day I am always receiving an uncategorized-bounce to my email. I am not sure why this is happening.
        • Add inventory_valuation_method to items endpooints

          To ensure consistent item creation it would be helpful to have the inventory_valuation_method (FIFO vs WAC) be able to be set at item creation or as an update (consistent with current behavior where it is not allowed for items with existing transactions)
        • Use Zoho to send sales receipts for Gocardless transactions

          I've been using gocardless for years and have d/d mandates set up on there. Each week we get bulk payments from customer d/d's. However, we need to send sales receipts to these customers. So I know I can sync mandates into Zoho, and then I can set up
        • Zoho - Gocardless sales receipts

          I've been using gocardless for years and have d/d mandates set up on there. Each week we get bulk payments from customer d/d's. However, we need to send sales receipts to these customers. So I know I can sync mandates into Zoho, and then I can set up
        • Introducing Rollup summary in Zoho CRM

          ------------------------------------------Moderated on 5th July'23---------------------------------------------- Rollup summary is now available for all organizations in all the DCs. Hello All, We hope you're well! We're here with an exciting update that
        • Introducing Connected Workflows in Zoho CRM for Everyone : Free Your Teams to Focus on What Matters

          Hello Everyone, We’re thrilled to introduce the next big evolution in Zoho CRM for Everyone -- Connected Workflows. This new feature builds on our commitment to deliver a CRM that’s truly inclusive, adaptable, and designed for consistent collaboration
        • Introducing Connected Records to bring business context to every aspect of your work in Zoho CRM for Everyone

          Hello Everyone, We are excited to unveil phase one of a powerful enhancement to CRM for Everyone - Connected Records, available only in CRM's Nextgen UI. With CRM for Everyone, businesses can onboard all customer-facing teams onto the CRM platform to
        • Cooling-off Period Just Got Better: More Coverage, More Control

          We’ve enhanced the Cooling-off Period feature in Zoho Recruit to give you more control over repeat applications and referrals. This helps you maintain a cleaner, more efficient recruitment pipeline. With this enhancement, you can: Prevent duplicate candidate
        • Revenue Management: #7 Revenue Recongition in Construction & Real Estate Industry

          If you are in the construction or real estate business, you are used to long project timelines and progressive invoicing to keep up with your billing. But when does revenue get recognized? Will it happen when the contract gets signed? At different milestones
        • TikTok (and other social platform) Messages and comments of the past

          When I link a social channel, Zoho will show in "Inbox", "Messages" and "Contact" sections the interaction done in the past? (comment, messages...)
        • Email Integration - Zoho CRM - OAuth and IMAP

          Hello, We are attempting to integrate our Microsoft 365 email with Zoho CRM. We are using the documentation at Email Configuration for IMAP and POP3 (zoho.com) We use Microsoft 365 and per their recommendations (and requirements) for secure email we have
        • How do I fix this? Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked.

          How do I fix this? Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked.
        • Restrict Employee mail deletion

          Dear Zoho, Is there a way where i can restrict my employees to delete any mails from their account
        • 554 5.1.8 Email Outgoing Blocked.

          Hi guys, I just singed up for mateusz.nowicki@zoho.com mail and I can't send any mails.. Why? Everytime I try to send something I got error like the one in the screenshot. Please, help me.
        • Zoho IP blocked by SpamHaus

          ERROR CODE :550 - 5.7.0 Your server IP address is in the SpamHaus SBL-XBL database, bye
        • File Upload in Creator's Subfrom

          Hello Sir/Madam, Here is a Problem......... Scenario: In CRM One Custom Module (Payments) have one File Upload Field now we have to Upload that File into Creator's Custom Form (Documents) have one Subform (Documents) in Document Upload Field using Deluge
        • Error AS101 when adding new email alias

          Hi, I am trying to add apple@(mydomain).com The error AS101 is shown while I try to add the alias.
        • Trigger workflow base on email clic

          Searching the help and forum, I see that there were workflow trigger rules based on email. But now, I can't find this type of trigger when I create a custom workflow. What I'm looking for would be to automate the sending of an email for a new prospect,
        • Bigin Form Acknowledgement

          How to troubleshoot and find out why form acknowledgement is not sending emails after form submission?
        • Option to Customize Career Site URL Without “/jobs/Careers”

          Dear Zoho Recruit Team, I hope you are doing well. We would like to request an enhancement to the Career Site URL structure in Zoho Recruit. In the old version of the career site, our URL was simply: 👉 https://jobs.domain.com However, after moving to
        • Zoho Mail POP & IMAP Server Details

          Hello all! We have been receiving a number of requests regarding the errors while configuring or using Zoho Mail account in POP/ IMAP clients. The server details vary based on your account type and the Datacenter in which your account is setup. Ensure
        • Ever since the new Android App udpates notifications are not working

          notifications are not working for the app is its closed I followed the tutuorial to the notificaction fixed and everythig seems to be right but notifications are not workig
        • Zoho Analytics & Zoho Desk - but not all desks

          I have several desks in our company and one of those is used by our HR department. I want to bring through the data to the shared Zoho Analytics workspace - except for the HR desk. Can this be excluded at data import stage ?
        • Incoming Emails Not Showing Up in Zoho Inbox

          Hi - I have my Zoho email account set up to forward a copy of all incoming emails to a secondary Gmail address, whilst retaining the original email in the Zoho inbox. However, all my incoming emails are currently not showing up in my Zoho inbox, so I'm
        • How to retrieve my following requests on this forum?

          Sorry, but I did not find the proper subforum for this question.
        • How to list emails in a folder, e.g. Inbox, on multiple pages when using Zoho mail webpage?

          Something as shown in the figure. There are totally 50 emails in Sent folder. If "Mail per page" equals 20, then the Sent folder is split into 3 pages. When I wander through Sent folder, I can just select a specific page to jump to. BTW, it seems that
        • Unable to Create Zoho Booking via the Book Appointment API

          Its giving the below error {     "response": {         "errormessage": "Error setting value for the variable:customer_details\n null",         "status": "Error"     } } Request: POST Url: https://www.zohoapis.in/bookings/v1/json/appointment attached Zoho-oauthtoken
        • SHEET - Send email when a cell changes

          I would like to create a custom function for Zoho Sheet that triggers when a paticular cell changes to a specific value. This would result in sending an email to a recipient (this would be an address that remains the same and included in the script). Example: = IF(N4= "Drafted", <>EmailFunction) 1)     Cell N4 changes to "Drafted" 2)    Email is sent to recipient            or alternatively 3)    Post to chat channel I have found the Custom function editor in Sheet. I am not bad at scripting, but
        • Apply transaction rules to multiple banks

          Is there any way to make transaction rules for one bank apply to other banks? It seems cumbersome to have to re-enter the same date for every account.
        • 【開催報告】 福岡 ユーザー交流会 2025/8/8(金)

          皆さま、こんにちは。コミュニティチームの中野です。 8/8(金)に、福岡 ユーザー交流会を開催しました。 本投稿では、その様子をお届けします。当日の登壇資料などもこちらに共有しますので、参加できなかった皆さまもご参照ください。 今年初の開催となる福岡 ユーザー交流会では、CreativeStudio樂合同会社 前田さんによるZoho CRM / Sign / Survey の事例セッションのほか、 Zoho社員セッションでは、Zoho Forms の活用法を解説。 さらに、「見込み客・顧客データの管理/活用方法」をテーマに参加者同士でZoho
        • no me llegan los correos a Zoho mail

          No puedo recibir correos pero sí enviarlos, ya hice la modificación de MX y la verificación de teléfonos, qué es lo que ocurre? gracias
        • Error: Invalid login: 535 Authentication Failed

          I have used zoho with nodemailer. const transporter = nodemailer.createTransport({ host: 'smtp.zoho.com', port: 465, secure: true, auth: { user: 'example@example.com', pass: 'password' } }); While sending the mail, it shows the following error: Error:
        • Zoho Renewal

          Hello, If I am not going for zoho email renewal. will i get back my free zoho account? and if yes then is it possible to get back my all free user. how many user get back 10 or 25?
        • javax.mail.authenticationfailedexception 535 authentication failed

          Hi, I am facing 535 authentication failed error when trying to send email from zoho desktop as well as in webmail. Can you suggest to fix this issue,. Regards, Rekha
        • Not reciving emails

          Apparently i cannot recive emails on my adress contact@sportperformance.ro I can send, but do not recive. The mail i'm trying to send from mybother adress gets sent and doesn't bounce back... but still doesn't get in my inbox. Please advise
        • Not receiving MailChimp verification e-mail

          It seems that their verification e-mails are blocked. I can receive their other e-mails, but not their verification of domain ownership e-mail. I've checked and double checked how I typed the e-mail, using different e-mails (my personal e-mail can receive it), white listing the domain and all that is left is for the IP's to be white listed, but I don't have that power.  If a staff member could take a look at this -> http://mailchimp.com/about/ips/ And perhaps white list them for me, that would be
        • Creating my 2nd email account

          After creating my first email address, I decided to get another email address. I would like to use this new address as the primary address too. I don't know how to set it up there doesn't seem to be an option for that
        • Next Page