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

        • Introducing parent-child ticketing in Zoho Desk [Early access]

          Hello Zoho Desk users! We have introduced the parent-child ticketing system to help customer service teams ensure efficient resolution of issues involving multiple, related tickets. You can now combine repetitive and interconnected tickets into parent-child

        • Payment Card or Identity form-fill from Vault?

          Hello! I'm working on replacing Bitwarden with Vault and one issue I've run into is that I can't find any option to fill address and payment forms from Payment Card or Identity info that has been saved in Vault. Is there a way to do this? Is it a planned

        • 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

        • Time Log Reminder

          Tracking the time spent on tasks and issues is one of the most important functions of a timesheet. However, users may forget to update the time logs because they have their own goals to achieve. But, time logs must be updated at regular intervals to keep

        • [Early-access] Introducing Zoho's CommandCenter - Cross-Zoho business process automation

            Resources to help Webinar recording | Documentation  Feature Restrictions Currently available on early-access only for US data center accounts Features Role CommandCenter as a Service uses signals across Zoho services to propel the movement of records

        • Tip #58- Accessibility Controls in Zoho Assist: Learning- 'Insider Insights'

          Learning should be clear and interruption-free for everyone. Timely feedback plays an important role in helping users understand actions as they happen, without breaking their focus. In this post, we’ll explore the final section of Accessibility: Learning.

        • ZIA "Generate Content" action doesn't have contexual data from the ticket

          "Generate Content" action doesn't have contexual data from the ticket. I try to get AI to help me with this ticket but it doesn't seem to have any ticket information as context. Although the ticket has a lot of information in it.

        • Zoho Desk - Zoho FSM Integration issue on Mobile and iPad

          Hello Team, I am trying to create a Work Order (WO) using the Zoho FSM integration (Add-on Service) that is integrated with Zoho Desk. The issue is that the integration is not working on mobile devices and iPads. While I am able to create the WO, Request,

        • E-File Form 1099 Directly With the IRS From Zoho Books

          The Form 1099 filing season has begun, and businesses are required to e-file certain forms with the IRS to report payments made to vendors and contractors. If your business made qualifying payments during the year, you must e-file the appropriate Form

        • Can I hide empty Contact fields from view?

          Some contacts have a lot of empty fields, others are mostly filled. Is there a way I can hide/show empty fields without changing the actual Layout? I would like to de-clutter my view, and also be able to add information later as I am able. I would be willing to learn to code a button, but I am highly confused about it and thus worried it would be beyond me.  I've looked at a lot of the developer documents and I'm not able to make a lot of sense of them.  Thank you in advance to anyone who knows the

        • Suggestions for showing subscribed Topics in CRM (contact record)

          We have several Topics set up in ZMA. We also have a sync set up between ZMA and CRM. I'd like to display the subscribed topics on the CRM Contact record. This will allow the Sales team (who uses CRM) to see at a glance what topics a Contact is subscribed

        • Replies sometimes creating separate ticket

          Sometimes when a customer responds to an email coming from Zoho Desk, instead of adding a reply to the original ticket, a separate ticket is created. This happens even though the response subject line contained the ticket number, and the person responding

        • Re-hide fields when option is unselected

          Hi all Can anyone help me with this - when I create a 'show' field rule for when a dropdown option is selected, how to I make it so the 'show' option re-hides if that option is no longer selected?

        • Allow Attaching Quartz Recordings to Existing Zoho Support Tickets

          Hi Zoho Team, We would like to request an enhancement to how Zoho Quartz recordings integrate with Zoho Support tickets. Current Behavior: At the moment, each Quartz recording automatically creates a new support ticket. However, in many real-world scenarios:

        • Custom Fields

          There is no way to add a custom field in the "Timesheet" module. Honestly, the ability to add a custom field should be available in every module.

        • Consultant-Only Booking Page

          Zoho Bookings does not allow for Meeting Type OR Workspace-Wide booking pages to be turned off. This is detrimental to organizations that have territory-based or assigned accounts, because if prospects can go to these booking pages and either select the

        • All new Address Field in Zoho CRM: maintain structured and accurate address inputs

          The address field will be available exclusively for IN DC users. We'll keep you updated on the DC-specific rollout soon. It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition. Latest update

        • Call result pop up on call when call ends

          I’d like to be able to create a pop up that appears after a call has finished that allows me to select the Call Result. I'm using RingCentral. I have seen from a previous, now locked, thread on Zoho Cares that this capability has been implemented, but

        • Custom Sorting based on other columns in table

          I need the ability to apply custom sorting to a text-based dimension in the X axis where the sorting is based on another column in the table. For example, I have a chart report where the X axis is a text label. I would like to be able to sort those text

        • Feature Request: Enable Custom PDF Layout Editor for All Modules (Including Package Slips)

          Hello Zoho Community and Product Team, I am writing to share a suggestion that would significantly enhance the customization capabilities within Zoho Books. We all appreciate the power of the Custom PDF Layouts (the "New" template engine) that allows

        • Is there a way to invoke deluge function from within a widget?

          Hi! I have custom functions in deluge and I was wondering whether there is any way to call this function through a widget? Something like on click of a button inside a widget, run the deluge custom function. Would this be possible?

        • Can a default task Priority be set?

          The "Priority" field in the Task layout does not allow a default to be set. Is there another way of doing it? Because the current default is "None" and the Zoho Kanban board design has selected this field as critical information to surface by including

        • Adding a threshold to a line chart based on date range

          I have a line chart that is tracking a percentage over time. It also has a filter for 50 different clients. I would like to create a threshold that is based on a portion of the date range. As I understand it, this would be done by adding a column to the

        • Resize Signature field dynamically

          On the tablet, it is perfect. But on smaller mobile devices and PCs, both web and application, it is too small for people to sign. Is there any plan to make the signature field size dynamically in the future update?

        • Super Admin Logging in as another User

          How can a Super Admin login as another user. For example, I have a sales rep that is having issues with their Accounts and I want to view their Zoho Account with out having to do a GTM and sharing screens. Moderation Update (8th Aug 2025): We are working

        • Zoho Creator Application - New User Not able to access the application

          In Zoho Creator, The newly added user not able to access the " Added Application" - User has received the Invitation Email, but while clicking "confirm Account" in the invitation Email, the following error message has appeared. "Sorry! you cannot accept

        • Deleting Salutation Field

          We have updated our lead input screen and 'Salutation' has appeared. This is not visible in the 'Edit Pgae Layout' screen so cannot be moved to 'List of Removed Fields'  Salutation is visible in the list in 'Customization - Fields' however I can only 'Edit' or 'Replace' I cannot delete and I do not need this field on my lead input screen.  Please can you advise how to get rid of this.  Screen shots can be provided if needed.  Thank you Tasha

        • Auto-Generate & Update Asset Serial Numbers using a custom function (Assets Module)

          Hello Team, I’ve been working on a script to automate one of our processes in Zoho FSM, and the core functionality has been successfully implemented. However, I’m encountering an issue related to serial number allocation, which is not working as expected.

        • Partner with HDFC And Sbi Bank.

          Hdfc and sbi both are very popular bank if zoho books become partner with this banks then many of the zoho books users will benefit premium features of partnered banks.

        • Zoho Mail iOS app update: Access Delegated Mailbox.

          Hello everyone! You can now access the delegated mailbox from within the iOS version of the Zoho Mail app. To access the delegated mailbox: Open the Zoho Mail app. Go on to the 'Email' module. Tap the profile picture. Choose the delegated mailbox Please

        • How to convert Lead's country field from Text to Pick List

          Hi, I would like to change the default country field in ZCRM from text to pick list. It looks like not I can't delete default country field and recreate it as pick list nor can i create an new custom field country because such a label belong to default field. So what do I have to do? Any ideas? L

        • How create a draft via workflow?

          I wish to create a workflow rule for specific emails that creates a draft response - not an automatic email reply, but just a draft with a set response ready to be verified by an agent who can then manually select recipients. Alternatively, the workflow

        • New feature: Invite additional guests for your bookings

          Hello everyone, Greetings from Zoho Bookings! We are happy to announce the much-awaited feature Guest Invite, which enhances your booking experience like never before. This feature allows additional participants to be invited for the bookings to make

        • Improved Contact Sync flow in Google Integration with Zoho CRM

          Hello Everyone, Your contact sync in Google integration just got revamped! We have redesigned the sync process to give users more control over what data flows into Google and ensure that this data flows effortlessly between Zoho CRM and Google. With this

        • Image field in custom module

          Hi guy, Is there any hope of adding a custom image field in the custom module? We created a custom module to keep track of assets, and it would be helpful if we could attach an image to the record. Thanks Rudy

        • Cannot reorder fields in Page Layout in Expenses and Purchase Requests

          It is very inconvenient that the custom fields in Page Layout cannot be re-ordered. The only way is to remove the fields and re-create them; however, it is impractical. This would affect the reports and dashboards we are having. Not able to re-order the

        • الخصم على مستوى فاتورة المبيعات

          السلام عليكم ورحمة الله وبركاته مطلوب في إنشاء خصم على مستوى فاتورة المبيعات وليس على مستوى البند أريد معرفة الطريقة؟

        • VAT and Taxes option not available

          Dear ZOHO Team , The VAT and Taxes options in my ZOHO books account not available,I tried to find how to enable or check the way to use this option but unfortunately couldn't find it anywhere ,I'm in UAE ,kindly let me know what to do to solve this issue

        • Default Tagging on API-generated Transactions

          If one assigns tags to an Item or Customer, those tags get auto-populated in each line item of an Invoice or Sales Order when one creates those documents. However, if one creates the Sales Order or Invoice via the API (either directly coding or using

        • Direct Feed (Bank)

          Is Direct feed integration for AlRajhi and ADCB bank supported by Zoho Books in GCC/Saudi

        • Next Page