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



    • Recent Topics

    • New and improved API resources for Zoho Sign Developers

      Hello, Developers community! We know that for you, an API's real value depends on how quickly, easily, and reliably you can integrate the it with your application. That's why we're excited to talk about the recent improvements to our developer resources,

    • Project Approval Process Workflow

      Issue: When a new Project is created, there is lack of process/workflow that provides their manager a process to approve or review. Suggestion/Idea: Similar to “Workflow”, we need “Workflow” ability at Project level, where based on the criteria of the

    • Marketing Tip #5: Improve store speed with optimized images

      Slow-loading websites can turn visitors away. One of the biggest culprits? Large, uncompressed images. By optimizing your images, your store loads faster and creates a smoother shopping experience leading to higher sales. It also indirectly improves SEO.

    • Why can I not choose Unearned Revenue as an account on items?

      Hello, I do not understand why we don't have the ability to code an item to unearned revenue. It is not an uncommon situation to have in business. I understand that there is the Retainer invoice as an option, however that doesn't really work for us. Our

    • Form Submission Emails

      Is there a current delay with submission emails being sent? We've had 10-20 forms completed today but only a handful of emails.

    • Rules not working properly

      I created a rule to display certain fields on certain states. But it seems to be not working. It hides the fields even when I selected California, (which is a state that should show the fields when selected)

    • Notebook font size issue

      If I copy something from somewhere and paste it in my notebook, the font size becomes smaller.

    • Sign in process is beyond stupid. I'd rather plug my phone into USB and copy files than sign in to this POS.

      792 clicks and fields to fill in just to get into a 3rd rate app is too stupid for me.

    • Ampersand in URL parameter // EncodeURL does not work

      Hi Zoho, I have a url link with a parameter. The parameter is including ampersand in some cases (Can be "H&M" or "P&I") When trying to use %26 instead of "&"  (the result I get using EncodeURL()) I get H%26M instead of H&M in the parameter field. How can I solve this? Thanks! Ravid

    • how can we create in zoho crm a new contact when the looup does not find a similar existing one

      In forms/integrations/zoho crm / ne w record tab, contact name is to be mapped with my form contact name. When I go in biew edit/lookup configuration, I don t get the options (help dedicated page simply repeat the same info you get in the app) and does

    • Directory Websites

      Directories are a good website category to gain search engine traffic. Directories for a professional service category as an example can help their members in search results over their individual website. It would be nice to have a directory template

    • Manage Task on Mobile

      How do we manage our task on mobile devices? It seems that there should be a standalone mobile app to handle the new task features. The new features released in regards to Task management are great by the way! Now we need to bring that all together in

    • Set Default Payment Method & Default account

      Hi, I would like to know how to set the default payment method and default bank account when recording payments in zoho books. At present we have to change these fields everytime we record a payment, which leads to potential error and as we have a very

    • Customer Portal on Zoho Desk

      Hi, I'd like to know more about the items below I found when setting up the Customer Portal on Zoho Desk. Could someone help me explaining these in details? Especially the 2nd and 3rd point. Thanking you in advance! Permissions Customers can sign up for Customer Portal Customers can view tickets of their organization (contacts) Customers must register to access Customer Portal Display Community in Customer Self Service portal

    • Computer Showing Offline in Unattended Access

      I have a computer that was connected to the internet but showing offline in Assist. I tried uninstalling the program and deleting it from Zoho Assist the reinstalling and it still does not show up. I have been a user for several months and am not pleased with the lack of connectivity with Assist. If this continues I will have to find another product. The computer I reinstalled it on is not even showing up in Assist now. The name is NYRVLI-PC. Thanks

    • Closing Accounting Periods - Invoice/Posting dates

      Hi, I have seen in another thread but I'm unsure on how the 'transaction locking' works with regards to new and old transactions. When producing monthly accounts if I close December 24 accounts on 8th Jan 25 will transaction locking prevent me from posting

    • Zoho CRM Portal Error

      Hi, We’re experiencing an issue with the Zoho CRM Portal. When we try to access it, we receive an HTTPS connection error: net::ERR_CERT_COMMON_NAME_INVALID. If we proceed past that, we then get a 400 Bad Request error. Could you please help us resolve

    • Integrating Zoho CRM EmbeddedApp SDK with Next.js — Initialization and Data Fetching Issues

      You can get an idea from my code I have given in end: First, I worked on a React project and tried the same thing — it worked. My goal was to import the Zoho script and then load contacts using the Zoho Widget SDK, which was successful in React. Now,

    • monetizing the courses

      Can I add a price for course enrollment ?

    • Can we add zoho books features like invoices estemates etc on our zohocommerce website. When our customer login with their account they can able to see all books features in one place on zohocommerce?

      Can we add zoho books features like invoices estemates etc on our zohocommerce website. When our customer login with their account they can able to see all books features in one place on zohocommerce?

    • Copy paste from word document deletes random spaces

      Hello Dear Zoho Team, When copying from a word document into Notebook, often I face a problem of the program deleting random spaces between words, the document become terribly faulty, eventhough it is perfect in its original source document (and without

    • Download a file from within a zoho creator widget

      I have a widget running in Zoho Creator , it displays uploaded documents in a table file, and I have added a download link in the view. ( The widget is created with html, css and javascript). I do not succeed in getting the download working. Do I have

    • Taxes for EU B2B Transactions

      Currently, ZC doesn't seem to have a procedure for validating VAT numbers of businesses purchasing in another EU state, and removing local VAT is valid. This is essential for all inter EU B2B trade.

    • Unable to Receive Emails on Zoho Mail After Office 365 Coexistence Setup – Error: 553 Relaying Disallowed

      Hello, My domain name is bigniter.com, and I’ve been using Zoho Mail as my email service provider without any issues. Recently, I followed the steps outlined in the Zoho documentation to enable Coexistence with Office 365: 🔗 https://www.zoho.com/mail/help/adminconsole/coexistence-with-office365.html#multi-server

    • CRM Related list table in Zoho analytics

      In Zoho Analytics, where can I view the tables created from zoho crm related lists? For example, in my Zoho CRM setup, I have added the Product module as a related list in the Lead module, and also the Lead module as a related list in the Product module.

    • Candidate Registration/Invitation

      It would be great to include the 'invite' candidate functionality into some of the automation functions - ether through a custom function trigger or webhook or accessible through an email template.  Currently there is no way to add this functionality into any workflows or blueprint steps which, I find limits the ability to invite candidates to engage with us directly through our candidate portal. 

    • [Free Webinar] Learning Table Series - Creator for Infrastructure Management | A Partner-driven collaborative session

      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. About the Learning Table Series The Learning Table Series is a free,

    • Where we can change the icon in social preview

      Hi, we changed our logo, and the image that appear in preview (ex : when we post a appointment link somewhere) is still our old logo. I did change our logo in the org setting. https://bookings.zoho.com/app/#/home/dashboard/settings/basic-info?clview=false

    • I have error AS101 when I try to add paypal@mydomain.com to Zoho

      Please help me with this. I tried to call the help line 4 times but don't get any response.

    • VAT on Multiple Expenses

      Firstly, might I say I am based in Ireland, and I'm not an accountant, and therefore my understanding of procedures could be somewhat limited. Scenario. An employee pays for items throughout a month, and therefore their claim for expenses includes multiple items - some of the items are VAT deductible (eg, an IT product) and some are not (eg, a client lunch). Discovery The odd thing in ZBooks, is that whilst it seems possible to add a VAT rate to a one-off item of expense, it is not possible to add

    • Agent assignment filter?

      Godo day, We are starting to play with FSM to see if it's going to work for our needs. Now so far we have found that it's very restrcitve in the field department you you have layout rules or can't even hide fields depending on the users roles. We can't

    • DKIM Now Mandatory - Changes to Zoho Forms Email Policies

      Hello Zoho Forms Users, This post is to inform you about an important update regarding the authentication of all email domains in your Zoho Forms account. This year, we are doubling down on our commitment to deliver a secure, seamless, and empowering

    • is it possible to add more than one Whatsapp Phone Number to be integrated to Zoho CRM?

      so I have successfully added one Whatsapp number like this from this User Interface it seems I can't add a new Whatsapp Number. I need to add a new Whatsapp Number so I can control the lead assignment if a chat sent to Whatsapp Phone Number 1 then assign

    • Kiosk Page Refresh

      We have a Kiosk running from a button in contacts to update values and also add related lists, which works great, but when the kiosk is finished the page does not refresh to show the changes. Is there a way to force the contact to refresh/update when

    • Tips & tricks: Make SalesIQ automations work for you

      Every day, thousands of visitors land on your website. Some browse, some buy, and some leave without a word. But, wouldn’t it be great if you could automatically know who’s interested, engage them at the right moment, and never miss a lead, and all this

    • Add Custom Reports To Dashboard or Home Tab

      Hi there, I think it would be great to be able to add our custom reports to the Home Tab or Dashboards. Thanks! Chad

    • Digest Octobre - Un résumé de ce qui s'est passé le mois dernier sur Community

      Chers utilisateurs, Faisons le point sur les temps forts du mois d'octobre au sein de notre Community Zoho France. Partager des informations sensibles, comme des mots de passe, peut vite devenir compliqué et risqué. Les données circulent par email ou

    • How do I fully delete a user account

      Hi, I have two old accounts on my CRM which are inactive and show as 'Closed' in the list of users. BUT they are basically still there. How do I fully delete these accounts? They appear in some parts of CRM still such as the on the contact record emails

    • Automatically Add Recurring Zoho Meeting Events to Zoho Calendar / Zoho Meeting Calendar

      Hello Zoho Meeting Team, Hope you are doing well. We would like to request an enhancement regarding recurring meetings created inside Zoho Meeting. At the moment, when we schedule a recurring meeting in Zoho Meeting, it does not appear in Zoho Calendar

    • Credit Management: #6 Tackling Common Mistakes in Credit Based Billing

      Businesses extend credit to build relationships, make buying easy, and drive more sales. But somewhere between extending and collecting, things begin to slip. A few late payments here and there, an overlooked invoice, and a backlog make cash flow feel

    • Next Page