Community Digest Febrero 2025 - Todas las novedades en Español Zoho Community

Community Digest Febrero 2025 - Todas las novedades en Español Zoho Community



¡Hola, Español Zoho Community! 

Febrero ha estado cargado de novedades y mejoras en las aplicaciones de Zoho. Seguimos ampliando nuestra comunidad con eventos y recursos que os ayudarán a sacar el máximo partido a vuestras suscripciones de Zoho. Descubramos juntos lo más destacado de este último mes y todo lo que os espera en las próximas semanas:

  1. Meetups Marzo 2025: ¡No te pierdas esta formación gratuita en Barcelona, Madrid y Valencia!
  2. Zoho Sales IQ: Soporte para múltiples cuentas de WhatsApp Business (WABA) ya disponible en SalesIQ
  3. ¡Entradas para Zoholics 2025 ya a la venta! Apúntate la fecha de la mayor convención de usuarios de Zoho
  4. Zoho Workplace refuerza su seguridad con la incorporación de Zoho Vault
  5. Zoho Recruit: Presentamos la funcionalidad Evaluación Justa para Entrevistas
  6. Ya disponible: Estudio sobre Salud Digital en Europa 2024 de Zoho 
  7. Actualización importante: Verificación obligatoria del dominio de correo electrónico para usuarios de Zoho Analytics
  8. Te contamos cómo aprovechar la IA en tu estrategia de marketing 2025

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. Zoho Sales IQ: Soporte para múltiples cuentas de WhatsApp Business (WABA) ya disponible en SalesIQ

Consolida los chats de varias marcas en una única interfaz fácil de manejar. La compatibilidad Multi WABA de SalesIQ con las cuentas de WhatsApp Business ofrece plantillas, números de teléfono y ajustes personalizados. Esta actualización está diseñada para simplificar tus operaciones y mejorar la interacción con los clientes en tus distintos negocios. Puedes ver las diferencias clave entre el soporte anterior para una sola WABA, sus limitaciones y cómo el nuevo soporte para múltiples WABA transforma la gestión de marcas para hacerla más efectiva aquí


3. ¡Entradas para Zoholics 2025 ya a la venta! 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 mostramos aquí


4. Zoho Workplace refuerza su seguridad con la incorporación de Zoho Vault

Zoho Vault ahora forma parte de Zoho Workplace, ofreciendo una gestión avanzada de contraseñas para reforzar la seguridad sin perder simplicidad y eficiencia. La versión Standard de Zoho Vault está incluida sin costo en tu suscripción a Zoho Workplace. Con esta integración, las organizaciones pueden colaborar de manera segura y proteger su información confidencial dentro del ecosistema de Zoho Workplace. Descubre cómo utilizar esta actualización en este artículo


5. Zoho Recruit: Presentamos la funcionalidad Evaluación Justa para Entrevistas 

Mejora la transparencia y elimina los prejuicios en tu proceso de selección con la nueva Evaluación Justa para entrevistas Además, la integración actualizada con Zoho People te permite sincronizar los detalles de la oferta en Recruit, ayudando a que tus equipos de selección y RRHH se mantengan alineados en todo momento. ¡Descubre su funcionamiento aquí!


6. Ya disponible: Estudio sobre Salud Digital en Europa 2024 de Zoho 

El Estudio sobre Salud Digital en Europa de Zoho analiza la salud digital de las empresas en cinco mercados europeos: Alemania, España, Francia, Países Bajos y Reino Unido. Además, califica a las empresas encuestadas en función de sus prácticas de transformación digital. Así pues, ¿qué salud digital tienen las empresas en tu país y qué aspectos son importantes para mejorarla? No te pierdas este estudio.


7. Actualización importante: Verificación obligatoria del dominio de correo electrónico para usuarios de Zoho Analytics

Actúa ahora para mejorar la seguridad y fiabilidad de tus notificaciones por email de Analytics. Sigue esta guía paso a paso para completar el proceso obligatorio de verificación del dominio de correo electrónico. 


8. Te contamos cómo aprovechar la IA en tu estrategia de marketing 2025

En este blog, exploraremos cómo la IA puede mejorar tu estrategia de marketing en 2025, analizaremos su uso en situaciones reales y veremos cómo las herramientas avanzadas de IA de Zoho pueden integrarse en tus esfuerzos de marketing.

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



      Zoho Campaigns Resources


        • Desk Community Learning Series


        • Digest


        • Functions


        • Meetups


        • Kbase


        • Resources


        • Glossary


        • Desk Marketplace


        • MVP Corner


        • Word of the Day


        • Ask the Experts


          Zoho CRM Plus Resources

            Zoho Books Resources


              Zoho Subscriptions Resources

                Zoho Projects Resources


                  Zoho Sprints Resources


                    Zoho Orchestly Resources


                      Zoho Creator Resources


                        Zoho WorkDrive Resources



                          Zoho CRM Resources

                          • CRM Community Learning Series

                            CRM Community Learning Series


                          • Tips

                            Tips

                          • Functions

                            Functions

                          • Meetups

                            Meetups

                          • Kbase

                            Kbase

                          • Resources

                            Resources

                          • Digest

                            Digest

                          • CRM Marketplace

                            CRM Marketplace

                          • MVP Corner

                            MVP Corner




                            Zoho Writer Writer

                            Get Started. Write Away!

                            Writer is a powerful online word processor, designed for collaborative work.

                              Zoho CRM コンテンツ



                                ご検討中の方

                                  • Recent Topics

                                  • Direct “Add to Google Calendar” Option in Zoho Meeting

                                    Hello Zoho Meeting Team, Hope you are doing well. We would like to request an enhancement related to the “Add to Calendar” functionality in Zoho Meeting. Currently, when we open Zoho Meeting and view our meetings under My Calendar, there is an Add to
                                  • DKIM cannot be enabled for the domain as no verified default selector present

                                    Hi Support Team, For Domain DKIM record trying to enable status. but showing error "DKIM cannot be enabled for the domain as no verified default selector present" So, please resolve the issue. Thank you.
                                  • unable to send message reason 554 5.1.8 Email outgoing blocked

                                    unable to send message reason 554 5.1.8 Email outgoing blocked
                                  • I can't log in to my account on Thunderbird

                                    I've just had to rebuild my PC (calamitous mess from Microsoft with Win10/Win 11 'upgrade' - they confirmed I had to start with a new build). I have used Zoho mail for years via Mozilla Thunderbird, but now I've had to download the latest version of TBird,
                                  • Should I Use DMARC?

                                    When I configure Zoho Mail's DMARC settings, it's mandatory to fill in the RUA and RUF (Aggregate notification email address*, Forensic notification email address*) addresses. When we enter an email address in these fields, we receive reports from the
                                  • Introducing Profile Summary: Faster Candidate Insights with Zia

                                    We’re excited to launch Profile Summary, a powerful new feature in Zoho Recruit that transforms how you review candidate profiles. What used to take minutes of resume scanning can now be assessed in seconds—thanks to Zia. A Quick Example Say you’re hiring
                                  • Books API Receiving an Error that Doesn't Make Sense when Creating Credit Note - trying to use 'ignore_auto_number_generation' argument

                                    Hello, I'm working on a newly created routine and I'm getting an error that doesn't make sense when trying to create a new Credit Note. Here is my POST request. Endpoint: https://www.zohoapis.com/books/v3/creditnotes?organization_id=########## Body:     {
                                  • How to move emails to Shared Mailbox?

                                    Hello, I created a Shred Mailbox instead of using a distribution group. But I cannot move previous emails to certain shared mailbox. Is it possible move some emails from inbox to shared mailbox?
                                  • Collaboration with free plan user.

                                    Hello. Do both users need to be on Pro plan to collaborate? Or can a Pro user share a note with a free plan user with the ability to edit?
                                  • Connection to other user

                                    Zoho Cliq handles sharing of Custom OAuth Connections that require individual user logins.
                                  • Analytics Portal

                                    I have the "standard plan" and want to explore the portal option; I activated the 15-day trial but do not see the pricing for the add-on. How can I get the price under "Upgrade add-ons." Thanks Rudy
                                  • Can I filter a Lookup field to only show related records from another Lookup in Zoho CRM?

                                    In our Leads module, we have two Lookup fields: Recruitment Agency – the agency that the lead came from Recruiter – the individual contact from that agency who sent us the lead Both fields link correctly to their respective records in CRM. However, our
                                  • Zoho Books API invoice email bouncing with 'relaying-issues' error

                                    I have waited over 30 days for zoho books uk to assist with the following and i have had no replies or tickets erronously closed. The service has been terrible - very unlike zoho! So i am raising this here hoping that a community member can assist: Hello,
                                  • How do I filter contacts by account parameters?

                                    Need to filter a contact view according to account parameter, eg account type. Without this filter users are overwhelmed with irrelevant contacts. Workaround is to create a custom 'Contact Type' field but this unbearable duplicity as the information already
                                  • Zoho Writer to Zoho Sign Template Misalignment – Request for Community

                                    We are currently facing a critical issue impacting our live business operations due to a misalignment problem between Zoho Writer templates and Zoho Sign output. Issue Summary: We have an automated workflow in Zoho CRM using Deluge scripts that generates
                                  • Migration Tool Download

                                    Since apparently you have to ask for the migration tool to download (why?), I need the download for the migration tool for exchange servers. Please forward link, thanks.
                                  • IF Formula

                                    Hi, I'm having trouble setting up a custom formula in a field. Can you help me with it? The formula should do the following: If the created date is less or equal to 30 days the field should display a string New in pieline or Exisitng pipeline if above
                                  • Autorespond to one specific sender

                                    Is there any way to create a rule or filter that sends an automatic reply to messages from one specific email address?  I really need to set up something like a "vacation response" but only for one "received from" address.
                                  • View comprehensive logs of all actions in Custom Module History

                                    Hello everyone, We are happy to announce our new feature, Detail View in Custom Module History, which enhances visibility, control and accountability over your records. Users can now access a detailed timeline of every action that has been performed on
                                  • Track ZohoForm Conversion using Postmessage event

                                    Hi, I’ve been using a third-party lead tracking tool to capture leads from my website along with their source. Earlier, with the HubSpot form, the third-party script was able to detect the postMessage event that iframe forms typically send back to the
                                  • Email task creator when task is updated/marked complete

                                    I am looking for a way to notify the creator of a task in zoho todo when - Task is updated Task is closed Comments entered 1 and 2 are critical, and I cannot find a zoho flow to do this. There is no way that as a manager I will know when someone has completed
                                  • Email Recall Feature In Zoho Mail Which Should Also Work For Outside Organisation Members

                                    Add a feature to recall or undo sending an email within a configurable short time window (e.g., 30 seconds to 2 minutes) after hitting send, similar to Gmail’s undo send. Currently the sent email can not be recall If the recipient is not from within your
                                  • how to treat a same person as customer and vendor in zoho

                                    hi team, in my company, few persons acting as creditors as well as debtors (which means sometimes we pay them... some times we paid by them). in that case i would like to maintain a same ledger for that person.in zoho books it is treating creditor and
                                  • How to implement calculating average value of averaged values?

                                    Hi, I'm trying to implement a formula in my layout for a module that calculates the average of 2 averaged values, but I can't do so using the formula custom field. To calculate the 2 averaged values, I could use the formula custom field, but in the custom
                                  • Zoho Recruit update published job boards

                                    If we have a job thats already posted on several different job boards and we edit this job in zoho recruit (e.g. the description of the job), does this then automatically update this new information to all the published job boards?  If not, how does the
                                  • Narrative 14: The magic bazaar of Desk

                                    Behind the scenes of a successful ticketing system: BTS Series Narrative 14: The magic bazaar of Desk Marketplace is a centralized platform where users can discover Zoho and third-party applications that can be integrated with their Desk account to facilitate
                                  • Collections Management: #2 Late Payment Automation

                                    "Sir, I'll process the payment by evening, please don't apply any late payment charges", the customer said while arranging papers on his desk. Sanjay stood there with a tired smile. He had already visited twice that week. Payment collection was one thing.
                                  • Create a table in the layout section of modules

                                    Dear Sirs, I would like to know whether is possible to create a table under new fields in layouts section of modules. In fact in this section there are single line, multi line, pick list, multi-select, date, formula etc. but I am unable to add a table
                                  • Nimble enhancements to WhatsApp for Business integration in Zoho CRM: Enjoy context and clarity in business messaging

                                    Dear Customers, We hope you're well! WhatsApp for business is a renowned business messaging platform that takes your business closer to your customers; it gives your business the power of personalized outreach. Using the WhatsApp for Business integration
                                  • Power of Automation :: Automatic Task Status Handling for Users

                                    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
                                  • Question - why no way to input a 'tool description' and 'tree of 'tools'

                                    Every business is different, with different business processes. To be truly useful Zoho MCP needs to have user editable tool descriptions (or ruleset) and a 'tool tree' so that the LLM is context aware when being used. For example, the tool description
                                  • Develop Zoho Meeting as a Full Native Application (Not a Browser Wrapper)

                                    Hello Zoho Meeting Team, Hope you are doing well. We would like to suggest an important improvement regarding the Zoho Meeting desktop application. At the moment, the Zoho Meeting app feels more like a mini browser window or an iframe that loads the web
                                  • Can I create a custom function for chart of accounts?

                                    I'm trying to add a custom function that should run whenever a record in the Chart of Accounts module is edited, but on the form for creating a new function, the module dropdown does not include the chart of accounts as an option.
                                  • billing

                                    hi, I am being billed $12/year, and I can't remember why. My User ID is 691273115 Thanks for your help, --Kitty Pearl
                                  • Unable to confirm Super Admin assignment — confirmation button not working

                                    I’m trying to change the roles within my organization. I am currently a super admin and would like to add another user as a super admin. When I attempt to confirm the action, a screen appears asking for my password to verify my identity. However, when
                                  • Feature Request: Reviews

                                    Any chance we could get a "Reviews" element to put on sites? It should be extremely simple to do. Basically just take the comments box and add an option for a star rating. At the very least, it would be nice to have more customization options for the comment box so the text could be changed from "Comments" to "Reviews". I've looked at a bunch of embeddable review widgets but nothing meets my needs so this would be a great feature to have added to the site builder.
                                  • Can we handle a support like (incident management) project in Zoho Projects?

                                    Hi, I have a new profile of a project whereby we provide "ticket" base support to a client. They have a request and ideally we would handle comms via a email exchange logged in Zoho. Today we use Zoho Projects for all out projects, which means that we
                                  • Trying to show the actual Terms & Conditions on PDF

                                    Hi, On Zoho forms I am trying to have the actual terms and conditions that the user needs to accept also show on the pdf that they receive after. Right now it only says "Agreed". Please help.
                                  • Installing EMAIL Setup in New Domain

                                    Respected Support team, I'm facing an issue with cloudflare in Pakistan, I want to setup Zoho Mail Setup but I Don't know how to enable Zoho mail setup without cloudflare. My Website https://stumbleguyzzapk.com/, https://fakservices.com/ is using CF,
                                  • Enhancements to Zoho Meeting Annotator

                                    Hello Zoho Meeting Team, Hope you are doing well. We would like to share a few improvement suggestions regarding the Zoho Meeting Annotator used during screen sharing. While the current version provides helpful annotation tools, there are several limitations
                                  • Next Page