Sesión "Ask me anything" Zoho en Español - 26 de junio de 2025, de 14:00 a 17:00 (en español)

• Topic Participants

• Lorenza Pasca

  

• UDIT - CRM

• Sergio Castanares

• Recent Topics

• How to autorespond for inactive users?

  Hi, we have a few inactive users that we would like to set up an autorespond to the sender telling that the email addresses are no longer active. How can we do that?

• Employee Loan & Deductions

  Hello, How can we enter employee loan to ZB ? and if employee partially pays how can we enter these transactions?

• ETL processes employed by Zoho

  hi, I am an Informatica ETl developer. I would like to know  what are the ETL processes employed by Zoho ?

• ETL process employed by Zoho Reports

  Hi, Can you please tell me what are the ETL processes and technologies employed by Zoho Reports ? Thank you.

• can a custom module in crm be linked to desk ticket

  i have made an asset tracking module in crm can link it to a ticket in desk so I can track all issues with a particular record from the crm custom module 

• Function #21: Email list of unpaid invoices automatically to customers

  Today's custom function aims at streamlining the payment collection process, by compiling the list of unpaid invoices at the end of every week and sending it automatically to your customers at the scheduled time. This approach ensures that your customers

• Using Zoho CRM APIs to transfer data stored on Zoho into MySQL servers on AWS.

  Hi all, at work we have 2 primary places we store data - Zoho CRM, and MySQL servers hosted on Amazon RDS.  I'm wondering if anyone here has had experience moving data from Zoho into MySQL via using the zoho APIs! The reason we're doing this is so we actually centralize our data all in one space, so we can call upon it easily via things like Power BI if we have to. Thanks!

• Can I host a raffle with Zoho?

  Hey everyone! I have an event coming up and i want to host a raffle for the attendees. Is there a way I can get the people who have signed up from the event form (within Zoho forms) and host a competition/raffle/lucky draw to pick a winner?

• Webhooks to send data to amazon aws (rds)

  Is it possible to send data from Zoho Books, using webhooks and events to send data to a amazon aws rds database? Thanks

• Bulk Write APIs: Step 3 returns "FILE_NOT_SUPPORTED" 400 Bad Request

  Hello.  I am trying to upload data to Zoho using the Bulk Write APIs. So far, I've successfully uploaded zipped .csv file and received the file ID. When I try to implement Step 3: Create a bulk write job,  I get 400 response: {     "status": "error",     "code": "FILE_NOT_SUPPORTED",     "message": "File not supported for bulk write",     "details": {} } What I do wrong? Here is the request I send: { "operation" : "insert", "callback" : { "url" : <my callback URL>, "method" : "post" }, "resource"

• Make Every Conversation Count: Personalize Your Chatbot for Human-Like Engagement

  Imagine walking into your favourite coffee shop, and before you even place your order, the waiter asks, "Would you like your usual?" That small gesture makes you feel recognized and valued, strengthening your connection with the place. Now, what if your

• Kaizen 185 - Subqueries in COQL API

  Hello everyone!! Welcome to another Kaizen week, where we discuss developer centric topics every Friday. This week, we have picked an interesting topic to discuss - Subqueries in COQL API. Zoho CRM's CRM Object Query Language (COQL) is a powerful way

• How to fetch data from zoho books into mysql workbench directly not manually?

  I'm stuck with this problem of fetching data rom books to mysql workbench. I've gone across couple of tools but its not working . Please anyone has got any idea please share. Thanks

• Automation of packaging and printing shipping labels

  How can I automate the creation of packages and shipping labels for my orders?

• FILE_NOT_SUPPORTED Error making Bulk Write request

  Hello, I am trying to perform a Bulk Write request to the Leads module of Zoho CRM. I am able to successfully upload a zipped CSV file but I get the following error when I initiate the bulk write job: 400 - {"status":"error","code":"FILE_NOT_SUPPORTED","message":"File

• How to easy change layout in existing records in Deals?

  Hello, So far i have used only 1 layout in Deals. I have about 1000 records. Now i want to make new layout. So i have 2 layouts: Layout Old (1000 records) Layout New (0 records) How to easy change layout from Layout Old into Layout New for existing records?

• How can Outlook 365 link back into Zoho Projects so meetings and events in Outlook calendar show in Zoho?

  We use Outlook 365 for our emails and diaries and have integrated Zoho Projects with Office 365. One challenge we face is getting Zoho Projects to recognise when we have meetings and events in Outlook and not allow project managers to assign tasks over that period. Is there a way to resolve this? Thanks

• Smart Prompt is now powered by Zia

  Hello everyone, We're excited to announce the launch of natively hosted Large Language Model (LLM) to power our AI offerings. What is LLM? LLM stands for Large Language Model, a powerful AI technology that processes and generates human-like text based

• Log a call: Call Duration for Inbound is mandatory but inbound is optional

  Hi Team Can you advise on why the call duration for the inbound call type is a mandatory field? We have a use case where we are manually logging a call but do not use the call duration field. The field does not have the option to make it non mandatory

• Bigin Android app update: Introducing an option to change language -> Set your preferred language directly from within the app

  Hello everyone! In the latest version(v1.7.22) of the Bigin Android app update, we have brought in support for an option to change the app language directly from within the app . Currently, we have supported 28 languages, using which you can choose the

• can I link a contacts to multiple accounts

  can I link a contacts to multiple accounts

• (Infinite reloads BUG) Unable to create E-Mail account @mydomain

  Hey there! I'm on Zoho.eu and trying to create an email account for my company. I've already done this for other websites and use cases so the process I'm quite familiar with. I'm on this page and click the link on the bottom "Try free email" (which is

• In Zoho Analytics picklist values are doubled because of translations

  Hi, we have our CRM set in Italian by default, because of non Italian-speaking users we traslated all modules and fields in English, too. As a matter of fact, when I try and use picklist values as filters or dimensions in a chart in Zoho Analytics, the

• How do I create a new business email address in Zoho Mail

  Hi, Sorry for a newbie question. I am unable to find a URL or a specific place where I can go and create a new email address like support@mycompany.com in Zoho Mail. Please help anyone!

• Outgoing blocked: Unusual activity detected

  Dear Zoho Team, I've received a notification that outgoing emails from my account have been blocked due to unusual activity. I'm providing the requested information below to assist with the review: Nature of Business: I operate Midweb (https://www.midweb.co),

• Can I integrate Whatsapp Flow in Zoho CRM?

  I expect I can send Whatsapp flow template through CRM, so for example if the deal stage has been changed to 'Won' then I will send whatsapp flow template to get feedback from customer I mean, sending this one https://www.youtube.com/watch?v=0s_0Y84

• Can't access to a Custom Module in Client Script

  I just created a new Module few hours ago. Now I'm trying to fetch data from this module in a client script but I cant't. When I write ZDK.Apps.CRM. it doesn't recognize the new module. It recognize all other modules (from Zoho and custom) but not the

• 3 year sick leave cycle

  How do you set up a sick leave cycle for South Africa? In SA the sick works like this for the first 6 months you get 0.83 paid sick days a month, then after 6 months you sick leave balance is reset to 30 days that can be used over a 36 month cycle.  This

• GET Related Records Data does not respond to fields Query Parameter

  I am trying to get a list of emails linked to a Contact, using the GET Related Records Data API call. It works if I want all the record fields. However, although the V2 guide specifies a "fields" Query Parameter, this is ignored. So even though I use

• Dynamic Images in KPI

  In Zoho Analytics, how can we change images based on the applied filter? For example, I want to dynamically update the logo or any other image based on the selected filter. Whatever filter is applied, the corresponding image should be displayed. I recently

• Removing Shifts Tab in Time Off

  My organization doesn't use the shifts function and would like to hide that tab from view (or delete it completely). Is this possible somehow?

• What's New in Zoho Books - April 2024

  Hello users, We are back with a bunch of new features and enhancements to make your accounting experience seamless. Keep reading to learn more about them. WhatsApp Integration in Zoho Books You can now connect WhatsApp to your Zoho Books organization

• What's New in Zoho Books - August 2024

  Hello users, We've rolled out new features and enhancements to elevate your accounting experience in Zoho Books. Dive in to discover what's new in Zoho Books this August. Update Reports Permissions We’ve enhanced report permissions in Zoho Books to make

• Bank reconciliation with Accounting currency with Foreign Currency bank accounts

  We are unable to perform Bank reconciliation for Foreign Currency bank accounts and tie-up with General Ledger account, which will be in Accounting currency.

• Dynamic integration of ZOHO CRM Data into ZOHO SHOW

  Hello, We are making offering with good design on ZOHO Show. A lot of data in those offerings are filled with Data present in ZOHO CRM (Account name, Name of the deal, Amount of the deal...etc). Thus could we push (in API ?) specific data from those fields

• Merge templates sharing and execution by team members

  Hi all, I need help on writer. Hope this group is the right one as well. I have a merge template created in Writer using Superuser, and I will require the team members to just run the merge filtering records, say using a quotation or invoice number that

• API - Pulling next 10 records from Emails endpoint

  We are attempting to pull Emails from Accounts using the API (/Accounts/ID/Emails). The call works fine, but we are trying to implement the paging. Documentation seems to suggest using the index parameter with the next_index value returned, but we have

• configuring/coding send notification

  Hi, I have an issue by sending a notification in a task management app. I'd like to address the guy, who is in charge. Sending email is fine, but notification is not. Thanks for any assistance! George Thanks, it seems it's working. I needed a user type

• Client script syntax question

  Hi, I don´t know why this sytax is incorrect. /** * log("sample logging statement") --> can be used to print any data in the browser console. * ZDK module can be used for customising the UI and other functionalities. * return false to prevent <SAVE> action

• Client/Brand Lists in Marketing Plus Campaigns

  My agency is looking at possibly signing up for Zoho Marketing Plus for Agencies but we are trying to figure out the best way to set things up. From my understanding, you create an account (portal), and then you make a new "brand" for each client within

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