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

• Unable to Access cPanel - Site Can't Be Reached

  I am unable to access my cPanel at the following URL: https://mailadmin.zoho.ca/cpanel/home.do When I try to visit the page, I receive the message "This site can’t be reached." I have attempted to clear my browser cache and use different browsers, but

• Combine Zoho Social/Assist/Site24x7 and Patch Manager accounts

  I have an account (info@b__.org) account that I use to admin Social/Assist/Site24x7 and an account I manage Patch Manager with (kitv@b__.org). I'd like to combine the 2 and just use the info@ account to manage all products. Is that possbile?

• Message Id of emails from IMAP is not the same as Gmail's message id

  Hi, I'm working in deluge functions that get all emails of a module (zoho.crm.getRelatedRecords("Emails","Contacts",contact_id,1,200,{"type":5});), but the response message id of the email is not the same as Gmail's message id, Can you explain to me why

• Send out follow-up email in the same thread (threaded conversations in individual emails) from Zoho CRM

  Hi, I'm new to Zoho. I'm trying to send individual emails to my leads one by one. And I'll send out follow up email if I don't hear back from them later. However, instead of sending a new email, I want to reply in the same email thread so that the recipients

• Zoho Creator - Revamped Release Notes

  Hello everyone! We're thrilled to announce the launch of our revamped Release Notes page. We'll now be saying goodbye to the current layout and introducing a fresh, updated Release Notes page in its place. A wide range of people have provided us with

• Zoho Assist: soft focus remote image (remote is macOS)

  Hello Scenario: - Technician: macOS Sequoia - User: macOS Sequoia - Problem: The image on the technician side is a little blurry. I can describe it only as "soft focus". No changes to color quality of remote screen resolution make any difference. But

• Zoho Flow Debugging

  Hello I built a custom function that takes input via a webhook trigger into the flow. The custom function has input as strings and I have one single line that info each of the variables to debug. However, for each of the tests (instances of webhook triggers)

• Reports: Search Function

  Hello, Is there a way to fully customize the SEARCH. Instead of populating all of the available fields on form, is there a way to just select a few? Searching in KB but got no luck of finding a way..or how about on the Application IDE?

• How do you convert a deal to an invoice?

  I am trying to auto generate an invoice when a deal is marked as "closed won" and "payment status" (a custom field) is set to "Invoice". I then want to automatically send the invoice to a client to pay with credit card via the PayPal integration (or another option if one exists that allows credit card). I am using the "payment status" field to differntatie between deals closed won that were payed with cash from those that need to be invoiced etc. What is the best way to handle this?

• Is it possible to customise the lead conversion page in Zoho CRM?

  I am looking to add/remove some fields and permissions on the lead conversion page when you convert a lead. I can't seem to find any information on whether this is possible or not.

• how to unlock my domain with photos

  please give instructions

• Tag Limits for contacts module

  Hi,  I don't really understand the limits for tags which are mentioned here: https://help.zoho.com/portal/en/kb/crm/manage-crm-data/record-management/articles/tagging-records#Tag_limits Edition No. of tags per record No. of tags per module Standard 5

• Zoho CRM Recurring Tasks creates the entire series

  Hello all, we have the following issue. We use Zoho CRM tasks and we use them as recurring. at the moment however if you set a task to “repeat monthly” and “never end” it automatically creates a monthly task for each month until 2028. is it possible that

• Direct URL to "View Record"

  I would like to create a button (Deluge Script) to jump to the "view record" without passing by the record menu, but I can not aford to find the right url. I don't want the "view record" as a single page. I want the "view record" in the application like the picture below: Thanks in advance for your help

• Zoho FSM says "null"

  Hey everyone. I am trying to create a flow for when a 'Service Appointment' is created/updated in FSM. I have created everything and when I try to turn the flow on it says "Zoho FSM says 'null'". I have no clue what this means or what is wrong. Has anyone

• Payment before Submussion

  Hi, would like to create a form in Zoho Creator, in which at the end a payment is made. Right now, i only can submit the form and then the payment process is started. But the payment process needs to be finished BEFORE the submission of the form. Can

• Please turn on SMTP Authentication in your mail client.

  We are unable to send mails. The reported error:  Please turn on SMTP Authentication in your mail client. sender-of-o52.zoho.com [135.84.80.217]:21324 is not permitted to relay through this server without authentication. This is a newly setup domain

• Zoho Projects API v3 - How to format filter critera in deluge

  I'm trying to return the id of a client company in the Zoho Projects API using Zoho Flow and am running into issues about how I format critera in deluge. https://projects.zoho.com/api-docs#clients#get-clients I have several hundred Client Companies, and

• Not possible to remove mandatory system fields?

  Is there no way to make things like under Calls "Call Duration" or "Call Start Time" or under Potentials "Close Date" not mandatory? These fields are useless for my organization and waste time but the box is grayed out to not make them mandatory. It's

• I am not the CEO.

  I signed up for the basic Zoho and it lists me as CEO.  Apparently others have this same issue.  If we are not allowed to change the "role" then perhaps the default should be more generic.  "CEO" would apply only to a very few who sign up for a "FREE" software.  Please help me change this. Thank you!

• Lists - Change Owner

  A former employee created a list for some campaigns. When I look at "All Lists" under Contacts that list "Newsletter Subscribers" is not included. The only place I can see it is after I click "Recipients" when creating a new campaign. , but it is not listed under Contact Lists. 1) How do I make me the owner/creator of that list since the original creator no longer works for me? 2) How do I add it to the listing of lists under Contacts? 3) How do I update the list with new subscribers? Thanks, Tracy

• Zoho Practice Roadmap

  Hi - interested to understand the roadmap for this product. I think a number of people are watching to see if this is receiving investment prior to exploring more - but it appears to be very quiet on the development front.

• Improper code format

  Hello, I recently switched to the new Deluge editor in Zoho CRM and I am editing an existing script but it returns an error: Improper code format Correct format : <return_type> <category>.<function_name>(<type> <arg1>, <type> <arg1>,...<type> <arg50>){

• Notes Problem

  Hi there, So here is My path When a custumer goes on my website and fill up un form Form received on mail Then Create a new Lead in Zoho CRM When I convert the lead to Contact Create customer to QuickBook and Creat a New Deal in pipe Line Here is my problem.

• Search if Image exist

  Hi! How can I search in ZOHO CRM if the record contains an image? What is the best why for this Thanks.

• Sales return create issue

  Hi every one. Call the API to create a salesreturn, but receive an error message saying 'Invalid value passed for salesord_id'. However, the salesord_id parameter is not included in the API documentation. What should I do? { "salesreturn_number": "RMA-00001",

• Merge the Multiple POs to single PO if Vendor of PO's are Same

  Hi @Monika Prabhakar Bijekar @Aleena Joseph @arul.karthikeyan @Donald Love @Gowtham Aravind @Hemalatha S @Hemalatha Thangaraj @Aakamsha Raj @Akshaya G @Yaali Biz Appln Solutions @Madhan Gopal

• Zoho CRM and Google Sync - delete Contacts?

  If I delete a contact in Zoho CRM, will it also be deleted in Google contacts?

• Engage Users with Easy Reads

  Hello to Our Users in the Zoho Desk Community! The Knowledge Base (KB) has always been a treasure chest of valuable information, helping users understand products and services and navigate through them with ease. Each of us interact with the knowledge

• zc_LoadIn=dialog popup window size

  Hi Zoho, I'm using zc_LoadIn=dialog in my href link string to open a window in popup.  How can I determine the popup windows size? it comes up really small and inconvenient. Ravid

• Portal User Permissions for Bulk Edit in Zoho Creator

  Hi, I'd like to know how I can control whether a portal user is allowed to perform bulk edit actions in a Zoho Creator app. Specifically: Is there a way to grant or restrict bulk edit permissions based on the user's portal role or profile? Can this be

• Zoho Sprints - Q1 updates for 2025

  Greetings everyone! The first set of updates has been rolled out for 2025. Many exciting features have been introduced to enhance usability and streamline your project management efforts while using Zoho Sprints. This quarter was focused on releasing

• Zoho Contracts Just Got Better! CRM 2.0, Regional Settings & 6 New Reports

  Zoho Contracts is evolving to bring you a more efficient and customizable contract management experience. In this update, we are introducing powerful enhancements to our Zoho CRM integration, regional settings, and reports. Let us explore what’s new:

• RE: Webhooks not working in application

  Hi everyone, Is anyone else experiencing issues with webhooks in Zoho Creator today? All of our webhooks—across multiple flows, applications, and forms—have suddenly stopped working. We're consistently getting the error: "Internal Exception" We've double-checked

• Multiple Blueprints on different fields at the same time.

  It looks only 1 Blueprint can run at the same time, it makes sense for many Blueprints on the same field (Eg. Stage). But what about multiple Blueprints on "different" fields? the multiple options must be available. (Eg. Stage, Documents Status, Contract

• Disable the Checkbox with a Client Script in Leads

  Hi, Can the checkbox for Data Processing Basis be disabled for a specific type of user? Thanks

• For Each (Desk Ticket) Loop

  What I need is some sort of "for each" loop functionality in Flow, this doesn't seem to be a thing, but I'm wondering if someone found some sort of workaround? Here's the whole situation: I have a Flow, which is supposed to be triggered by a custom field

• Adding number of days to an estimate.

  I need both QTY of item and "number of days hire" in my estimates at the line item level. Any clues as to how this is done would be greatly appreciated. It needs to calculate. Thanks J

• Teams/Groups?

  Is there any way to have teams/groups? We have a huge amount of team folders, and it would be nice to give access to "Sales" or "Production", I usually have to give permissions to 20 people each time we get a new client, so we really need to have a way

• Editing records via Record-ID for public url

  With the usage of Record-ID we can edit a specific record directly from the url. I have found many posts here which are really helpful of how we can do that. But do you have any example of how we can do it when we have a published form??

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