Community Digest Noviembre 2024 - Todas las novedades en Español Zoho Community

Community Digest Noviembre 2024 - Todas las novedades en Español Zoho Community



¡Hola, Español Zoho Community! 

Wow, ya termina el año, ¡gracias a vuestra participación se nos ha pasado volando! Por eso mismo estamos preparando sorpresas para todos los que participáis en la Español Zoho Community para el próximo año, ¡estad atentos para no perderos nada! Mientras, vamos a echar un vistazo a lo que ha ocurrido en las últimas semanas:

Zoho Books: Integración para cumplir la ley Crea y Crece y Ley Antifraude (VeriFactu)

Muchos de vosotros con base en España nos preguntáis por la ley Crea y Crece y Ley Antifraude (VeriFactu), ya que entran en vigor en julio de 2025, entra en vigor. Podéis estar tranquilos, ya que por supuesto, Zoho tiene esta actualización en el roadmap de Zoho Books para cumplir con la fecha oficial. ¡Se os notificará con antelación! 

Zoho Flow y sub-formularios de Zoho CRM

Este hilo trata sobre cómo configurar Zoho Flow para completar los campos de un subformulario. El inconveniente surge porque, al intentar localizar esos campos en el listado del módulo dentro de Zoho Flow, no se muestran disponibles. ¿Qué métodos o pasos podrían permitir utilizar dichos campos en Zoho Flow? ¡Haz click aquí para encontrar la respuesta!

Zoho Forms: activar usuarios

En el siguiente caso, la consulta está relacionada con un problema que surge en Zoho Forms con los usuarios en operación. El problema aparece cuando algunos usuarios que estaban activos se desactivan automáticamente y, al intentar reactivarlos, el sistema muestra un mensaje indicando que es necesario cambiar el plan de suscripción. Esto impide volver a activarlos de manera sencilla. Lee aquí las posibles opciones.

Zoho CRM: pagos mensuales 

En el foro también encontramos una conversación sobre cómo gestionar pagos mensuales en Zoho. Un usuario comenta que está configurando un CRM para un colegio pequeño y ha encontrado que no parece haber una forma directa de registrar o controlar pagos recurrentes, como los que manejan los colegios. ¿Existe alguna opción en Zoho para implementar esta funcionalidad? Nuestro experto le responde y puedes leerlo aquí.

Zoho Mail: direccionar correos

En otro hilo se pregunta si es posible trabajar con un dominio utilizando tanto Google Workspace como Zoho Mail al mismo tiempo. La pregunta específica es si, teniendo el dominio configurado para los servicios de correo de Google Workspace, es factible gestionar una cuenta de correo con este servicio y otras cuentas del mismo dominio con Zoho Mail. Nuestro experto de Zoho explica si esto es técnicamente posible y qué configuración sería necesaria. 

Zoho Marketing Automation: responder WhatsApp

Tenemos una consulta sobre la gestión de respuestas en campañas de WhatsApp con Zoho Marketing Automation v2. Un usuario comenta que, tras la migración, no encuentra cómo gestionar las respuestas de los contactos ni ve que se contabilicen en las estadísticas, a pesar de que aparece la opción "Han respondido". ¿Te gustaría saber cómo resolverlo? ¡Lo tienes aquí! 

Zoho CRM: agregar impuestos de manera automática

En el foro se pregunta cómo automatizar la inclusión de impuestos en las cotizaciones en Zoho, ya que actualmente es necesario añadir manualmente el porcentaje de impuesto. ¡Te lo mostramos paso a paso!


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






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