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 merge duplicate products?

  merge duplicate products

• Deprecation of Marketplace functions

  We would like to inform you that Marketplace functions will be deprecated by the end of December 2024. Currently, the Marketplace supports the development of functions that can be used in extensions within HTML and resource JSON files. However, due to

• Negative clicks

  I can see we have bot filter now enabled automatically, which is great. I have, however, noticed an issue with the number of clicks. At present it is -3 which is not possible. Is there any way I can make sure the data is more accurate?

• CRM Mail Merge fields

  When we have a lot of requests for quotes, we use the mail merge function to quotes we have produced. It all works well but we have one thing we need that isn't showing up in the mail merge template. In our Quotes module we have selected to show product

• CRM Kiosk Get Record Override

  I'm having an issue where i'm trying to create a record in a crm module, and then with the information i have, try and match to fields in sales orders to match back to the new record. The match will not be exact, so i'm using several 'contains' arguments

• Share dashboard created in CRM with external parties

  Hi all I created a dashboard in Zoho CRM and want to share it with an external party that is not included in our Zoho organisation. How can I do this? Many thanks!

• Deny Leave Based on Number of Requests for the Same Day(s)

  Is there a way to automatically deny a leave request if too many people are asking for the same day(s) off? For example, Everyone wants to take the week between Christmas and New Years off. Assuming everyone has hours available, could we automatically

• Introducing Integrations with Zoho Desk, Zapier and other minor enhancements

  Zapier Integration Automate workflows easily by connecting Zoho Webinar with Zapier. Easily trigger actions for when a webinar is created or cancelled, registrants are added, recording transcripts or summaries are generated, and for many other cases.

• Introducing Zoho Desk integration and a few minor enhancements

  Zoho Desk Integration We've now introduced an integration between Zoho Meeting and Zoho Desk to efficiently manage meeting-related customer inquiries. With this integration, you can track, respond to, and resolve meeting-related tickets directly from

• Zoho Flow invokeurl - INVALID_URL_PATTERN Error with Zoho FSM "users" Module

  I'm encountering an INVALID_URL_PATTERN error when trying to retrieve data from the Zoho FSM 'users' module using the invokeurl task in Zoho Flow. I've spent considerable time troubleshooting, and I'm confident that the authentication (Zoho FSM connection

• Editing plain text files

  Is there any way to edit plain text files through Zoho Docs or any related service? I do most of my writing in plain text format for a wide range of reasons, sometimes by necessity and sometimes by preference to ensure maximum accessibility in future. My many plain text files include general notes, long documents (often using markdown or latex), numeric data, and code. I can open and view these files in Zoho Docs. But to edit I must open them in Zoho Writer, which warns that a new Zoho Writer document

• Video Preview

  We have a heap of video's in Workdrive but it appears I can't preview them I have to download which seems a bit silly given we could on D-Box before moving to this system :-| 

• Zoho's Webhook Service Generates "SSL Handshake Error"

  Zoho's Webhook service/agent is generating "SSL Handshake Error" and is not reaching our listening endpoints. This indicates that Zoho's Webhook agent is unable to recognise valid certificates on the listening application. The endpoint can be reached

• Appears on excluded pages with "1 Minute" trigger, Zobot

  I'm posting this from Japan. Please forgive my poor English. The page to be displayed is set in “Custom visitors” under “Choose bot audience”. I set “1 Minute” as the start trigger and want it to start only on the page I want to display, but even pages

• How to setup compare with same period last cycle ?

  I can easily setup in CRM, but I dont know how to set it up in analytics.

• Automate Zoho CRM Export to pdf

  Is there any way to automate through Deluge or another language the 'Export to PDF' or the 'Send Email' task? When the individual in charge of invoices marks the invoice as 'Finished', there would be a process enabled to download the PDF or email the

• How to Set a Default Bot (Zobot) to Appear Automatically on My Website?

  Hi everyone, I’ve configured a bot (Zobot) in Zoho SalesIQ that is already working properly through WhatsApp. However, when integrating it on my website, it doesn’t show up as the default option. Instead, the traditional live chat appears first, and the

• AfterPay and or Zippay

  Hi team, AfterPay and Zippay are really big payment options these days in Australia. Is it possible to set this integration up as a payment option in Zoho? Thanks

• not able to attached image to notification

  Hi everyone I have one form in which user need to take a photo and attached it while submitting the form. I have enable notification for this specific form. The problem is i am not receiving photo in notification. Is it possible to do ? Please suggest

• Recurring Tasks and Reminders in Projects

  Recurring tasks are tasks that are created once, and then recreated automatically after a designated time period. For example, the invoice for your billable tasks is due every week. You can set that task to recreate itself every week. Also, the future

• Zoho Mail is stuck on loading screen

  Hi, When we try to log into our Zoho Mail it gets stuck on a loading screen saying; 'Loading...[email address]', but it never actually loads. This is happening on our Google Chrome, which is the latest version to date at this time. Zoho Mail is working perfectly well on Internet Explorer and it's only happening on one computer. Any help is appreciated. Thanks! Kind regards, A.

• Emails are going to notification folder and not in inbox

  emails are going to notification folder and not into inbox

• Cannot Add Signature

  Hi there! I have multiple signatures set up in my account. And just recently, when I go to insert a different signature line the option is now greyed-out and I cannot. The only email account/aliases that I can "insert" a signature to is ones in which

• ZOHO MAIL and GMAIL

  Hi, I am looking to be able to send quotes from Wordpress using SMTP. I currently use Gmail workspace and Zoho CRM but my questions are as follows: If I set up a ZOHO Mail account can I still use Gmail workspace and Zoho to send emails from my Gmail account?

• URGENT: Vote Here to Fix the Terrible Hebrew Translation Once and For All! | דחוף: הצביעו כאן כדי לתקן את התרגום העברי הנוראי אחת ולתמיד

  By the grace of G-D. Fellow Hebrew-speaking Zoho CRM Users, Have you noticed that Zoho has "updated" the Hebrew translation again? Somehow, they've managed to make it EVEN WORSE than before! Just when we'd finally memorized what each poorly translated

• Changing Data on Cancelled /Paused Subscriptions

  What's a good way to edit a cancelled subscription without reactivating it? There are some custom fields and data that we'd like to add to these but when we edit it, it reactivates it and creates an invoice. Also need to be able to do this for paused

• MA 2.0 Email Footer

  Good day, I recently went through the nightmare of upgrading from MA 1.0 to MA 2.0 and continue to experience more problems or missing features and settings. In this particular case, I am trying to find where and how to edit the Email Footer in MA 2.0.

• DKIM paste in Wordpress won't work

  Hello, I am trying to set up my DNS's in my domain (Wordpress) because lots of emails from Creator are not delivered to Hotmail accounts. I managed to understand the SPF part, but not the DKIM part. Zoho wants me to paste a very long DKIM script in Wordpress,

• Create an Eye-Catching Announcement Widget for Your Help Center

  Hello Everyone! In this week’s edition, let’s explore how to keep your customers updated with exciting news in the Help Center. See how ZylkerMobile wowed their customers by bringing updates right to their portal. ZylkerMobile, the renowned brand for

• Yahoo.com emails rejected when using Zoho Writer

  I am using the mail merge feature in Zoho Writer which I assume uses Zoho mail to send out emails. Every time the email address is a yahoo.com address, it is rejected as an error 1322 - "soft bounce". I see that over the years there has been problems

• Add a Zoho CRM field to a Zoho Forms Subform

  I am trying to figure out if it's possible in Zoho Forms to add the "Zoho CRM" field to a subform on my Form. I am trying to build an online order form where someone could select multiple products on their order. I am using a subform so the user can add

• Client scripts for Zoho Books ?

  Good day everyone, I am looking for a way to be able to interact with the Quotes and Invoices as they are being created. Think of it like Zoho client script in Zoho CRM. But for the life of me I dont see a way to do this. The issue with having function

• What's New in Zoho Invoice | January - March 2025

  Hello everyone! We're excited to meet you with the latest set of feature updates and enhancements made to Zoho Invoice from January to March 2025. In this, you will learn more about the following features: Leave Organization Pin Columns in List Pages

• is it possible to change language based on webpage language?

  Hi is there a way to change the asap ticket form based on the language our webpage is in? Our webpage got 2 languages atm. so we would like asap to change accordingly. can only see a solution to change it to one other language? Best regards Michael

• How to Disable/Hide Send Email Button in Zoho CRM under Leads Module and Custom module?

  I want to Hide Send Email Button in Zoho CRM under Leads Module and Custom Module.

• Email address ZOHO suggestions in replying - how to delete unwanted suggestions?

  Hi, I have some "unwanted" email addresses suggestions by ZOHO, and made some mistakes by replying for some tickets already. How can I clear this in ZOHO directly, I deleted all web browser history and cookies . Did not help :/ Below example, where one

• Hundreds of folders or tags (for each client): best practices?

  I'm preparing to switch from Gmail Workspace where each of my clients has their own label, assigned automatically after I manually set it up when someone becomes a customer. I know that those labels can be converted into folders in Zoho Mail, resulting

• What's New - March 2025 | Zoho Backstage

  Hello there, We’re thrilled to introduce a much-awaited lineup of powerful features and enhancements designed to fulfill your event management needs. Here's a round-up of the latest updates that will enhance your experience with Zoho Backstage this month.

• Deleted Contact still receiving Campaigns

  Hello, I deleted a contact from Zoho CRM as they left the business they were working at. However they are still receiving Campaigns from us? How is this possible? Thanks!

• Only use 'Teams' in a department / Remove 'Agents' option

  I've sent an email too but thought I'd also post here. In our business, we do not want users to to select agents for tickets. In our previous ticketing system, for each ticket, we can only select a 'Group' and an agent within a group. Which was perfect

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