Llega Zoho One 2021: una nueva experiencia de usuario unificada

Llega Zoho One 2021: una nueva experiencia de usuario unificada

Nuevo Zoho One 2021, el sistema operativo unificado para empresas

¡Hola, comunidad!

Por fin podemos desvelar lo último en lo que hemos trabajado: un nuevo Zoho One, más unificado que nunca. Con el fin de seguir impulsando a los negocios y combatir sus desafíos actuales, como la dispersión de datos y las brechas de comunicación entre equipos aislados, hoy os presentamos la versión 2021 de Zoho One, con 5 nuevas aplicaciones, 3 nuevos servicios y 7 importantes mejoras en la plataforma. ¿Quieres saber más? Quédate leyendo esta publicación.

Navegación unificada y panel de control personalizable

Cada miembro de tu equipo puede ver ahora sus aplicaciones, servicios y paneles de información en una sola vista con la centralización a través de calendarios, paneles de control, navegación y más.  Ahora puedes anclar o desanclar tus aplicaciones favoritas con un solo clic. Y, gracias a las personalizaciones y a los más de 50 widgets preconfigurados, los usuarios tendrán visibilidad de toda la organización en una única vista, con la posibilidad de profundizar en ella con un solo clic.

Paneles de control unificados y widgets en Zoho One

Búsqueda mejorada de ZIA: información unificada y en tiempo real para la toma de decisiones empresariales críticas

¿Te cuesta encontrar un correo electrónico específico o un análisis en tiempo real que antes se perdía entre los departamentos? Ya no. Zia, la asistente de IA de Zoho y la plataforma de BI y análisis de Zoho permite a los usuarios predecir y proporcionar información en toda la organización, lo que permite tomar decisiones con confianza. Las nuevas innovaciones incluyen:
  • BI integrado y conversacional: Zoho One pone a tu disposición más de 1.500 informes y paneles de análisis pre-construidos, con análisis integrados y conversacionales que permiten a los responsables de la toma de decisiones profundizar en los datos y obtener información interdepartamental, todo ello mediante comandos de lenguaje natural utilizando Zia Insights.
BI unificado y conversaciones en todo Zoho One
  • Preparación de datos: Zoho Data Prep, una herramienta de preparación y gestión de datos de autoservicio está ahora disponible en Zoho One. Tanto si los usuarios preparan datos de aplicaciones de terceros como de otras fuentes, DataPrep, con tecnología de aprendizaje automático, puede ayudarles a integrar, modelar, limpiar, transformar, enriquecer y catalogar los datos, así como a integrarlos con Zoho Analytics o con un tercero para obtener nuevos conocimientos.
Preparación de datos con Zoho DataPrep
  • Work Graph: El nuevo servicio de back-end de Zoho mapea las interacciones entre las personas, los recursos, los sistemas y los procesos mediante el estudio de las señales y su fuerza en todo el entorno para construir un gráfico de trabajo en toda la empresa, que es específico para cada individuo dentro de la organización.
  • Búsqueda empresarial: Hemos mejorado la búsqueda de Zia en toda la organización: ahora Zia puede entender las solicitudes de lenguaje natural (NLP - sólo disponible en inglés). Busca en base a múltiples factores como el contexto, la proximidad y la relevancia.
  • Org Dictionary: Este nuevo servicio ofrece un diccionario central para toda la organización. Incorpora automáticamente el nombre de los empleados en la organización y otras fuentes, ofreciendo una dicción central y consistente a través de varias aplicaciones y usuarios de Zoho.
Org Dictionary en Zoho One

Construye una experiencia sólida para los empleados desde cualquier lugar

Para ayudar a acortar la distancia entre empleados, empresas y equipos que se ha ampliado con el trabajo remoto, Zoho One ofrece soluciones que promueven una mayor colaboración y experiencia de los empleados para apoyar cualquier modo de trabajo: 
  • Mobile Application Management (MAM) y Mobile Device Management (MDM): Con el trabajo remoto ahora persistente, Zoho One ahora incluye la capacidad de gestión de aplicaciones móviles de nivel empresarial. Los administradores pueden añadir y gestionar fácilmente todos los dispositivos de sus usuarios para tener una mejor visión y control del aprovisionamiento, los permisos y las políticas específicas de las aplicaciones, el bloqueo y la eliminación de los dispositivos de forma remota, y más, para apoyar la movilidad y la flexibilidad de los empleados. 
Gestión de aplicaciones móviles de nivel empresarial en Zoho One
  • Zoho Commerce: La incorporación de Zoho Commerce te permite crear tiendas online fácilmente con las herramientas necesarias para construir un sitio web, aceptar pedidos, hacer un seguimiento del inventario, procesar los pagos, gestionar los envíos, comercializar tu marca y analizar los datos. Además, Zoho Commerce también se integra con pasarelas de pago de terceros.
  • Zoho Learn: Ahora puedes disponer de una herramienta de gestión del aprendizaje que permite crear programas de formación y evaluaciones interactivas, para así fomentar el crecimiento de tus equipos.
  • Zoho Lens: Para facilitar una mejor comunicación y colaboración en un entorno de trabajo remoto, Zoho Lens proporciona asistencia y orientación remotas a los empleados a través de la Realidad Aumentada (RA) mediante anotaciones de RA en tiempo real, VoIP y chat de texto, y más.
  • TeamInbox: Tus equipos pueden utilizar esta bandeja de entrada de correo electrónico compartida para eliminar la duplicación de tareas y agilizar las conversaciones por correo electrónico en una ubicación central.

Capacidades de la plataforma en constante expansión

Zoho Marketplace ofrece miles de integraciones abiertas que permiten las extensiones de terceros y mejoran la potencia de la plataforma. 
Ahora puedes conectar todas tus aplicaciones favoritas a través de Single-Sign-On y construir flujos de procesos empresariales activos entre ellas. Construye aplicaciones personalizadas, portales, widgets y soluciones verticales con nuestras herramientas internas para desarrolladores.

¿Emocionados? ¡Sin duda nosotros lo estamos!  
El miércoles 20 de octubre está previsto un Zoho Live para explicar todas las novedades de Zoho One.
Para usuarios en España: 17h CEST
Para usuarios en Mexico y otros países de Latinoamérica: 10h CST
Regístrate aquí para no perdértelo: https://zcu.io/xkxp

Esperamos recibir vuestros comentarios sobre la nueva versión de Zoho One.

¡Gracias!



      • 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 Books - Show Related Sales Orders on Quotes

          Hi Books team, I've noticed that the Quotes don't show show the related Sales Order. My feature request is to also show related Sales Orders above the Quote so it's easy to follow the thread of records in the sales and fulfilment process. Below screenshot

        • Add VAT/Tax line to bank adjustments

          When categorising transactions and matching bank feeds with transactions such as customer payments, we use the "Add Adjustment" to add things like fees/bank fees. It would be useful to choose a VAT/Tax rate here. Whilst there is a bank charges option when adding a payment, this goes into the default bank charges account. We use the adjustments so that we can choose the account and separate our fees. We use different card providers and Worldpay charges VAT so we are stuck. We cannot integrate with

        • New Menu Layout Feedback

          I'd really like to see the banking item back on the top of the menu. I'm sure part of it is just because that's what I'm accustomed to. However, for a bookkeeping program, I think there's a logic to having banking be on top. Not a giant issue, but something

        • How to use Rollup Summary in a Formula Field?

          I created a Rollup Summary (Decimal) field in my module, and it shows values correctly. When I try to reference it in a Formula Field (e.g. ${Deals.Partners_Requested} - ${Deals.Partners_Paid}), I get the error that the field can’t be found. Is it possible

        • Form Accessibility

          Hi, is there an update on the accessibility standard of Zoho forms? Are the forms WCAG 2.1 AA compliant? 

        • Cannot schedule report delivery

          The only 'send option' available when exporting reports is 'immediately' The option to schedule the report is missing.

        • adding attachment in sendmail script where attachment is in a CRM field

          Hi all, I have a custom field of type 'File Upload' in one of my modules in my CRM. I want to include the file in that field as an attachment to an email - which is done from a button on  the 'Results' module. I have created a script and a button to initiate an email from that module. The Deluge scripting window has allowed me to add arguments for all the fields I need to use except for the one file upload type field. My script currently looks like the below (content of the email omitted). As you

        • [Free Webinar] Learning Table Series - AI-Enhanced Insurance Claim Management in Zoho Creator

          Hello Everyone! We’re excited to invite you to another edition of Learning Table Series, where we showcase how Zoho Creator empowers industries with innovative and automated solutions. Struggling with lengthy claim processes, a lack of visibility into

        • Zoho Suite is very slow

          Since today Zoho is incredibly slow over all applications! What's going on?

        • Not sure how to use credits to my account

          Hi I have a $50 credit to my account. I'm just wondering how I can apply that to either a current invoice or to try a new service. Any advice would be great, thanks. Kind Regards Chris

        • Control who sees Timeline and Interactions in Zoho CRM through Profiles

          The feature has been enabled for all DCs (except US, EU, and IN DCs). We will be rolling it out to the other DCs in the upcoming days. Dear All, In a CRM, not all users would require access to the history of a record. For instance, a Marketing Operations

        • Zoho Desk Integration - Add the option to send the estimate from the Zoho Desk Ticket Integration

          Hi, Currently in the Zoho Desk integration, the user is able to create an estimate from a ticket, once the estimate is created the user can see the estimate under the ticket (see screenshot below), but is not able to send that estimate from Zoho Desk.

        • Utilisation de Zoho en conformité avec l’article 286 du Code général des impôts (CGI)

          Cher(e) client(e), Conformément à l’article 286 du Code général des impôts (CGI) impose aux entreprises assujetties à la TVA d’utiliser des systèmes de caisse ou de gestion commerciale certifiés lorsqu’elles enregistrent des ventes à des particuliers.

        • Issue showing too many consultations in my workspace link.

          Hi Team, I’ve set up two Workspaces to track meetings from different sources. So far, this has been working well, and the two Workspaces are differentiated without any issues. However, when I navigate to Consultations and share the link to my personal

        • 👋 Welcome to the Zoho MCP Community

          Hello all, glad to have you here! This is your space for everything AI agents, MCP tools, and intelligent business apps. This community is for you — developers, partners, creators, and businesses exploring how agents can transform work. Whether you’re

        • CRM Validation Rules Support Only Single Condition

          Simply put, CRM validation rules support only a single condition for each field on "All Records". You also cannot specify additional validation rules on the same field because it has already been used in an existing validation rule. The ONLY solution

        • Unapproved Leaves are hard to distinguish in Attendance View

          This is a an unapproved leave request It appears in the Attendance view without any visual indicator if its approved or not For a whole day request this might be manageable but for hourly requests it gets very hard to know which are approved, which are

        • Performance Appraisal Probation Period

          Hello All,  Is there any possible way to create an appraisal cycle for new staff members, at the end of probation period? Many thanks!

        • Zoho Creatorの一括操作における処理の同期/非同期について

          現在、Creatorのレポート機能を利用して、複数のレコードに対して一括で処理を実行しようとしていますが、処理の実行順序について確認したいことがあります。 レポート内の複数レコードに一括で処理を実行した際、処理は同期的に行われるのでしょうか？それとも非同期的に行われるのでしょうか？ 【同期処理の場合】 レコード①に対する処理が開始され、終了後にレコード②に対する処理が開始され、最後にレコード③に対する処理が実行されるように、処理が順番に行われる場合。 【非同期処理の場合】 レコード①、レコード②、レコード③の処理が一斉に開始され、それぞれ並行して処理が行われ、全処理が終了する場合。

        • Adding Chargebee as a Data Connector

          Is it possible to get Chargebee added as a Zoho Analytics data connector?

        • Mail Delivery Failed

          Good morning,   I have just set up an account with 5 users, however each time a message is sent to 1 user a m'mail delivery failed' message is generated. See below.   Any ideas   Thanks   Rob   This message was created automatically by mail delivery software. A message that you sent could not be delivered to one or more of its recipients. This is a permanent error. The following address(es) failed: robb@thesmartgroup.ae mailbox is full: retry timeout exceeded ------ This is a copy of the message,

        • Delete commerce website

          I need to delete a commerce website, but the only option is to click on settings, REQUEST DELETE, choose an urgency notice, add a message....AND THEN nothing, no way to send the request. Why is nothing simple!?!?!  I just want to delete the store.  The

        • Adding external users to Zoho Social under Zoho ONE licence - how to best achieve this

          My client has a small business, and we are looking to implementing Zoho ONE with a single flexible user licence as that is all they really need and offers the best pricing for the range of modules we eventually wish to set them up with, one of which will

        • Has anyone built a custom AI support agent inside Zoho (SalesIQ/Zobot)?

          Hi all, I’ve been experimenting with building my own AI support assistant and wanted to see if anyone here has tackled something similar within Zoho. Right now, I’ve set up a Retrieval-Augmented Generation (RAG) pipeline outside of Zoho using FAISS. It

        • This mobile number has been marked spam. Please contact support.

          Problem Description: One of our sales agents in our organization is unable to sign in to Zoho Mail. When attempting to log in, the following message appears: This mobile number has been marked as spam. Please contact support at as@zohocorp.com @zohocorp

        • What’s New in Zoho Inventory | April 2025

          Hello users, April has been a big month in Zoho Inventory! We’ve rolled out powerful new features to help you streamline production, optimise stock management, and tailor your workflows. While several updates bring helpful enhancements, three major additions

        • When Zoho Tables Beta will be open to EU data center

          Hello all, We in EU are looking at you all using and testing and are getting jealous :) When we will be able to get into the beta also? We don't mind testing and playing with beta software. Thank you!

        • Pass current date to a field using Zoho Flow

          I am trying to generate an invoice automatically once somebody submits a record in Zoho CRM. I get an error in the invoice date. I have entered {{zoho.currentdate}} in the Date field. When I test the flow, I get "Zoho Books says "Invalid value passed

        • API: Mark Sales Order as Open + Custom Status

          Hi, it's possible to create Custom Status (sub-status actually) states for the Sales Order. So you have Open, Void. Then under Open you can have Open, and create one called Order Paid, Order Shipped, etc etc...which is grouped under Open. I can use the

        • Multi-Unit Inventory with Flexible Unit Selection (Purchase in One Unit, Sell in Another)

          We need multi-unit inventory management in Zoho Books with the flexibility to choose units (e.g., Box or Piece) at the time of purchase or sale. For example, if 1 Box = 10 Pieces, we should be able to record purchases in Boxes but sell either in Boxes

        • Zoho Quartz Screen Recording

          Hello, can we get access to Quartz, please, as a standalone solution? It would be great for creating training videos for current and future staff on how to use Zoho software according to our company requirements. Thank you

        • This domain is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details

          This is the error i keep getting when trying to use my Zoho Domain Mail. This domain is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details Find attached. I hope this can be resolved very quickly so i can go on and make

        • Tip 26: How to hide the "Submit" button from a form

          Hi everyone, Hope you're staying safe and working from home. We are, too. By now, we at Zoho are all very much accustomed to the new normal—working remotely. Today, we're back with yet another simple but interesting tip--how to hide the Submit button from your forms. In certain scenarios, you may want to hide the submit button from a form until all the fields are filled in.  Use case In this tip, we'll show you how to hide the Submit button while the user is entering data into the form, and then

        • filter broke my data

          I uploaded a file recently from Sheets and it has top 2 rows frozen, with table headers in second row and each one is filterable. somehow my first 2 columns became unfiltered and no matter what I do I cannot reapply the filter?? also didn't realize they

        • Email address for forwarding is not saving and there's no confirmation ema

          Steps to reproduce: 1. Enter my forward email in the email forward section of the account 2. Click save 3. See a notification stating saved successfully 4. Refresh the page, no forward email is saved 5. No email confirmation received at the forwarding

        • How do I move Notes around within a Group?

          It says here: " You can now sort notes by title (alphabetically), or by date modified and date created. You can even organize your notes by dragging and dropping them into a particular order. To sort your notes, simply go to Settings and tap “Sort By.” Please note: all sort settings will be saved and synced across devices, except for custom sorting. Custom sorting will be device specific."However, I am unable to 'custom sort' in either Notebook for Mac or on the Web. In addition, I can't find the

        • 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

        • Pocket from Mozilla is closing shop. Don’t lose your favorites . Move them to Zoho Mail Bookmarks now! 📥🔖

          The end of Pocket shouldn't mean the end of your important links and content. Easily import them into Zoho Mail's Bookmarks and continue right where you left off. You can bring over your entire Saves, Collections, and tags just the way they are. Bookmarks

        • Zoho Sign: need to leave document pending for up to a year, or maybe there's a better way?

          I have zoho one, maybe there's a better way to do this with another service than sending a zoho sign template from zoho crm. At the end of the day this requirement is due to regulations, no matter how dumb it may seem. I'm just looking for a way of getting

        • 'Add Tax To Amount' not reflected in Invoice

          Hi Zoho Support, I'm experiencing an issue with tax calculation display in my invoice template. Despite having "Add tax to amount" box checked in the template settings, the Amount column is not showing the tax-inclusive total for line items. Current behaviour:

        • Next Page