
Pourquoi cela compte-t-il ?
La personnalisation des paramètres dans Zoho Mail permet aux administrateurs de configurer l’environnement de messagerie en fonction des besoins spécifiques de leur organisation. Que ce soit pour alléger l’interface pour certaines équipes ou uniformiser l’image de marque, cette fonctionnalité s'assure une meilleure cohérence et efficacité dans l’utilisation des e-mails.
Personnalisation des paramètres
Chaque organisation est unique, tout comme ses politiques de communication. Grâce à la personnalisation des paramètres dans Zoho Mail, les administrateurs peuvent définir avec précision ce que les utilisateurs peuvent voir et faire dans la messagerie — jusque dans les moindres détails.
Il ne s’agit pas seulement d’imposer des restrictions, mais de s'assurer la cohérence, la conformité et un meilleur contrôle. Cette fonctionnalité fait partie des paramètres de politique d’e-mail disponibles dans la console d’administration de Zoho Mail. Voici ce qu’elle vous permet de faire.
Assurez une rédaction uniforme
Avec la personnalisation des paramètres, vous pouvez harmoniser la manière dont les e-mails sont rédigés par vos équipes. En tant qu’administrateur, vous avez la possibilité de :
- Verrouiller le style de texte (police et taille).
- Choisir le mode d’édition autorisé : texte brut ou enrichi.
- Régler des comportements liés à l’envoi, comme le délai avant envoi ou la correction automatique.
- Limiter l’accès à certains champs comme CC, BCC ou aux suggestions de contacts.
- Fixer l’adresse de réponse pour éviter les erreurs d’expéditeur.
Utilisation recommandée : Idéal pour les équipes marketing, commerciales ou juridiques, où chaque message doit respecter la charte de communication.
Limiter les fonctionnalités selon les besoins des équipes
Chaque service a des besoins spécifiques. Avec Zoho Mail, vous avez la possibilité de :
- Bloquer l’accès à la messagerie SecurePass pour les utilisateurs non concernés par les échanges sensibles.
- Contrôler les droits d’accès aux liens permanents en définissant les permissions appropriées.
Contrôler la manière dont les e-mails sont affichés et utilisés
Définissez précisément comment les utilisateurs consultent et interagissent avec leur boîte de réception :
- Déterminez comment les messages s’ouvrent (dans le volet de lecture, un nouvel onglet ou une fenêtre pop-up).
- Activez ou désactivez des fonctionnalités comme les accusés de lecture, les zones de commentaires ou la traduction.
- Verrouillez des comportements liés à la lecture, au regroupement des messages ou gérer les suppressions.
- Contrôlez la visibilité des vues pour les e-mails non lus, les images externes ou le statut de lecture des spams.
- Définissez un format horaire uniforme pour toute l’organisation.
Harmonisez l’expérience utilisateur au sein de votre organisation
Offrez une interface cohérente à tous les utilisateurs en verrouillant les paramètres suivants :
- Le thème visuel (mode clair ou sombre)
- Notifications de bureau
- L’affichage de messages informatifs via une bannière globale
- Définir des intervalles de nettoyage automatique des spams pour maintenir la boîte de réception propre.
Raccourcis clavier
Pour des raisons d’accessibilité ou dans le cadre de formations, vous pouvez activer ou désactiver l’usage des raccourcis clavier selon les profils d’utilisateur.
Sécurisez vos communications
Bloquez l’accès hors ligne pour éviter que les e-mails ne soient conservés sur l’appareil. Idéal dans les contextes professionnels où la sécurité est prioritaire.
L'équipe Zoho France
Recent Topics
Zoho Inventory - Managing Items With Multiple Suppliers
Hi community, I'm working on a project at the moment for a car parts wholesale business. Each Item (part) has its own original manufacturer part number (sometimes more than one part number for the same item). When purchasing parts from 3rd party suppliers,
Zoho Creator customer portal limitation | Zoho One
I'm asking you all for any feedback as to the logic or reasoning behind drastically limiting portal users when Zoho already meters based on number of records. I'm a single-seat, Zoho One Enterprise license holder. If my portal users are going to add records, wouldn't that increase revenue for Zoho as that is how Creator is monetized? Why limit my customer portal to only THREE external users when more users would equate to more records being entered into the database?!? (See help ticket reply below.)
Bug tracking
Hi, does anyone know how to track errors during picking or packing? This way I can keep track and see how to improve and prevent errors in this area.
Kaizen #59 - Creating alerts and custom messages using Client Script
Hello everyone! We are happy to resume our Zoho CRM Developer Community series - The Kaizen series! Welcome back to the new start of Kaizen! This post is about Client Script and its simple use cases involving ZDK Client functions. What is Client Script?
Retainer invoice in Zoho Finance modlue
Hello, Is there a way of creating retainer invoices in the Zoho Finance module? If not can I request this is considered for future updates please.
Is it really true that I can't set the default 'deposit to' account in 2025?
I've been using Books for 7 years and the default account has never been a problem. I usually manually reconcile invoices and have never had a thought about which account. It has always been my account. However, I recently noticed that for the past 4
How do I see the total leads during a certain period?
I understand I can get the count of leads and potentials but the total number of leads in a certain period should be equal to Leads+potentials because when we convert a lead it gets moved to potentials and no longer exists there. is there a way i could
Function #46: Auto-Calculate Sales Margin on a Quote
Welcome back everyone! Last week's function was about displaying the discount amount in words. This week, it's going to be about automatically calculating the sales margin for a particular quote, sales order or an invoice. Business scenario Where there is sales, there's also evaluation and competition between sales reps. A healthy rivalry helps to better motivate your employees to do smart work and close deals faster and more efficiently. But how does a sales rep get evaluated? 90% of the time, it's
Where is the Global Search field?
I am looking for an alternative to SF.com. Zoho CRM seems to be work fine, and be customizable in terms of the fields and reports. But there's one big thing missing and it's going to prevent us from using it: there's no global search box at the top of
API 500 Error
Hello amazing ZOHO Projects Community, I get this message. How can we solve this? { "error": { "status_code": "500", "method": "GET", "instance": "/api/v3/portal/2010147XXXX/projects/2679160000003XXXX/timesheet", "title": "INTERNAL_SERVER_ERROR", "error_type":
In place field editing for candidates
Wondering about any insight/best practices for efficiently updating candidate records while reviewing them in a Job Opening pipeline. We can do in-field editing (e.g. update job title or City) only when we have the full candidate record open, however
Default tax type for mileage?
Where we are, mileage includes a government tax. Is there any way to set a default tax for the Personal Car Mileage category of expense? (Or any other way?)
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
The Social Wall: October 2025
Hello everyone, As we head toward the end of the year, we’re bringing you a few updates to help give your social media efforts a strong finish. This month, we’re rolling out new enhancements across both the web and mobile app. Post Preview Have you ever
Show price book list price
When using price books, once you add products to the price book in the Products related list you can display the Unit price which is the default list price; however, there is no option to show the price book list price. To see the price book list price
Cliq File Upload
While uploading large file like 500MB, it takes time, that fines. But if you resize window or move window in other screen, that uploading disappears. After upload complete & sent it will be visible
Resizing a Record Template Background Inage
Hi everyone, I have an issue which I can't seem to resolve: Basically, I'm designing a record template in certificate form. I've specified A5 landscape. I've set my background image the same dimensions with total pixels at 443,520. Whatever I try, when
Zia Actions: AI-powered Workflow Automation for Faster and Smarter Execution
Hello everyone, Workflows got a notch better with AI-based actions. Actions such as field extraction, prediction, auto reply, and content generation facilitate quick execution with improved speed and accuracy. Zia can intercept useful details in newly
Constant color of a legend value
It would be nice if we can set a constant color/pattern to a value when creating a chart. We would often use the same value in different graph options and I always have to copy the color that we've set to a certain value from a previous graph to make
What's New in Zoho POS - October 2025
Hello everyone, Welcome to Zoho POS's monthly updates, where we share our latest feature updates, releases, changes, and more. Let’s take a look at how October went. Process returns for refunds, exchanges, or offer store credit Returns and exchanges can
Loan and purchase
My husband is lending me mobey to buy a vehicle intersst free ... I need to know how to record the cash receipt and how I pay it back... the money is for a vehicle do I just post the invoice for that as I normally would usung the loan money to pay for
Zoho Connect Module in Zoho Trident
Hi I really like where Zoho Trident is going. Having Mail and Cliq in one place is especially powerful. However, Zoho Connect really needs to be included to make this a true communication and collaboration hub. I would like to request that Zoho Connect
Zoho FSM API Delete Record
Hi FSM Team, It would be great if you could delete a record via API. Thank you,
Feature enhancement: Highlight rows based on a cell value
Hello Sheet users, We're excited to announce a new feature enhacement, shaped directly by your valuable feedback! As you might know, conditional formatting is a great tool for anyone dealing with large data sets. Previously, if you’ve ever wanted to draw
File Field Validation
Hello all, We are tracking our customer NDA agreements in our CRM and have created 2 fields to do so, an execution date field and a file upload field. I want to create a validation rule to ensure that when the execution date field is populated that the
100 record view limitation
I have just migrated from another CRM and am starting in ZOHOcrm with over 5000 contacts. It seems that my searches and sorts are limited to 100 live records....or am I missing something. This seems to be very limiting...in a lot of scenarios (mass email,
ZUG Meet-ups are back - Across India (December 2025)
The Zoho User Group (ZUG) meet-ups are back, and this time, we’re travelling across India to reconnect with our amazing community! From Chennai to Delhi, Bengaluru to Mumbai, we can’t wait to meet you all in person and talk everything Zoho SalesIQ, automation,
Categorise Attachments
We take ID, proof of address, right to work documentation and more. I can upload a single file in to field, but we often receive multiple files for each category e.g. someone may send a separate file for the front and back of their national ID card. My team don't have time to manipulate the files in order to upload them as a single file. The options, as far as I can tell, would be to create additional fields on attachments in order to categorise what the file is, or to be able to upload single
Scheduling a meeting for just a 1:1 phone call
My business is B2C and many of my customer's don't want to engage in an online meeting for what can be handled in a regular phone call. I am trying to create a new meeting invitation, but there is no venue optoin for "phone call". How are other's handling
Need more details on API Usage Dashboard
Hi Team, We have implemented Zoho Expense for a client and has done some integrations with well known third party ERP via api. Recently we have noticed a huge spike in the API consumption. But we couldn't get the root cause for the same. I accept there
Power of Automation:: Automating SLA Timelines for First Response & Resolution for Issues module.
Hello Everyone, Ever wished SLAs could update automatically based on issue severity i.e no manual tracking, no missed timelines? That is exactly what one of our customers, Alex, wanted to achieve in the Issues module. So, we have setup a simple automation
Finding missing records
I have a challenge and I am not really sure where to start with it. I can't find any similar threads on here, can anyone help: I have two forms, FormA and FormB. Both forms have records that contain a field called Job_Number. What I am trying to achieve
Power of Automation :: Quick way to associate your Projects with Zoho CRM
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 complex tasks and
Free webinar! Build smarter apps with Zoho Sign and Zoho Creator
Hello, Bring the power of digital signatures to the apps you build in Zoho Creator! Connect Zoho Sign as a microservice and enable seamless e-signature workflows in your applications. This integration allows you to automate signing tasks using Deluge.
Move orders scan ISBN
Hi We have ISBN setup to be searched in items zoho but move orders dissent recognize the ISBN is there q missing configuration? regards, JS
What's New - October 2025 | Zoho Backstage
Hey everyone! We’ve been busy rolling out a host of upgrades for Zoho Backstage. While some major features are still going through final rounds of testing to make your event experience smooth as butter, here’s what was new and improved in October 2025.
Zoho Analytics - Feature Request For Time Based Data Source Fetch
Hi Analytics Team, I have a client using Zoho CRM and they want a weekly report at 4:30pm every Friday, emailed to the sales team showing a pie chart of Closed Won Deals for that week. This is easy to achieve in Analytics but not so easy to ensure the
Zoho People Attendance Regularization – Wrong Total Hours Displayed
While using Zoho People, I observed that the attendance regularization is showing wrong total hours when applied to past dates. For example, if a check-in is added at 10:00 AM and check-out at 6:00 PM for a previous date, the system sometimes calculates
Add Flexible Recurrence Options for Meeting Scheduling in Zoho Cliq (e.g., Every 2 Weeks)
Hello Zoho Cliq Team, We hope you are doing well. Currently, when scheduling a meeting inside Zoho Cliq, the recurrence options are limited to Daily, Weekly, Monthly, and Yearly. There is no ability to set a meeting to occur every X weeks — for example,
AI generated meeting notes associated to Account or Deal
As our organization works to improve efficiency we are looking for a solution to leverage AI to generate meeting notes and then add those notes to a CRM record such as an Account or Deal. I see Zoho has a Notebook AI offering that talks about the ability
Next Page