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

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



Bonjour chers utilisateurs,

Avant que la saison estivale arrive, découvrons ce qui s'est passé au mois de juin sur notre Communauté France.

Nouveautés

  • Les données viennent de sources de plus en plus diverses et variés. Il n'existe pas de critères précis pour s'assurer que les données sont suffisamment préparées. Toutefoi toute opération effectuée sur les données entre leur entrée dans votre système et leur traitement par un système analytique peut être considérée comme l'étape de préparation des données pour ce processus. Pour rationaliser cette étape, nous sommes ravis d'annoncer la version bêta de DataPrep 2.0 ! Avec cette nouvelle version, il est encore plus facile de créer un pipeline de bout en bout et d'avoir un contrôle total sur la qualité et le transfert de vos données.
  • L'analyse des données constitue un facteur essentiel de la prise de décision fondée sur les données. Elle fournit les outils et les connaissances nécessaires pour extraire des informations significatives des vastes quantités de données que les organisations rassemblent et génèrent. La beta Zoho Analytics 6.0 est dotée d'un large éventail de fonctionnalités destinées à tous les publics.Ces fonctionnalités ont été conçues en tenant compte des besoins actuels et futurs des entreprises et en intégrant les observations des utilisateurs et les études de marché.

Trucs et astuces

  • Il existe de plus en plus de canaux par lesquels les clients peuvent contacter les équipes de support. Et pour éviter de s'y perdre, les entreprises mettent en place un système omnicanal ou multicanal. Cet article présente comment le service client omnicanal est plus avantageux pour votre organisation.
  • Chatbots et assistants virtuels - ces deux formes d'IA transforment la façon dont nous interagissons avec la technologie. Mais il est facile de s'y perdre, car ces deux formes d'IA sont en plein essor. Lisez cet article afin de mieux faire la différence et de choisir celui qui répond le mieux aux besoins de votre organisation.
  • L'authentification permet de sécuriser l'organisation en ne permettant l'accès qu'aux personnes autorisées. Chaque fois que vous saisissez votre identifiant et votre mot de passe ou que vous utilisez le MFA, vous êtes authentifié. Mais au-delà de l'authentification des employés dans leurs applications, Il est également important de sécuriser les appareils de vos employés, car chaque appareil est un point d'entrée dans le réseau de votre organisation, l'authentification des appareils est un pilier important d'un système solide de gestion des identités et des accès. Cet article indique comment authentifier les appareils dans Zoho Directory.
Ce mois-ci, nous avons également organisé un webinaire sur l'organisation de votre journée et de vos équipes via Zoho One.
Vous n'y avez pas assisté ? Ne vous inquiétez pas, on s'occupe de vous ! Vous pouvez consulter l'enregistrement du webinaire sur la chaîne Youtube de Zoho France.

N'hésitez pas à poser vos questions et continuez à nous suivre sur Zoho Community France, pour toutes les nouveautés Zoho et plus encore.

L'équipe Zoho France

    • Sticky Posts

    • Les Zoholics sont de retour !

      Bonjour à tous,  Nous avons (encore une fois) une bonne nouvelle à vous partager : nous allons enfin pouvoir nous rencontrer ! Et pas dans n'importe quel contexte, mais lors de notre conférence annuelle : les Zoholics ! Mais que sont les Zoholics me direz-vous

    • Novembre : un résumé de ce qui s'est passé le mois dernier sur Community

      Bonjour à tous,  L'année 2021 arrive presque à sa fin, mais nous continuons à avoir de nombreuses actualités à vous partager. En voici un résumé ! Nous avons eu notre première session "Ask The Experts" sur notre nouvelle version Zoho One 2021 et vous

    • Août : Un résumé de ce qui s'est passé le mois dernier sur Community

      Bonjour à tous, Et bonne rentrée ! Comme chaque mois voici un résumé de ce qui s'est passé sur Community et dans l'actualité de Zoho en général. La grande nouvelle de mois d'Août est l'arrivée de la fonction Canvas : le premier studio de conception pour

    • Juillet : Un résumé de ce qui s'est passé le mois dernier sur Community

      Bonjour à tous, Le premier mois de l'été se termine, et si certain profitent d'un repos bien mérité, sur Community on continue à en apprendre toujours plus sur nos produits Zoho. Notre série sur Zoho CRM se réinvente avec la découverte de notre fonction

    • Community Digest - Résumé de mai 2021

      Bonjour à tous, Que s'est il passé en Mai sur notre page Community France ? En plus de nos articles Trucs et Astuces, vous avez été nombreux a réagir, nous poser des questions ou encore publier vos propres conseils ! Vos les différents sujets abordés

    • Recent Topics

    • Multiple clients in one project

      Hi team, What is the possibility to have more than one client to be linked for one project in the Zoho Books? Our business model is to have a project, and this project have expenses/bills, as well, we issue invoices for this same project to several customers.

    • Upgrade Zoho Desk Agent-Side Answer Bot to GenAI

      Hello Zoho Desk Team, We hope you're doing well. Following the recent announcements and rollout of the GenAI-based Answer Bot in Zoho SalesIQ (Nova '25), we’d like to formally request a similar upgrade for the Answer Bot used by agents inside Zoho Desk.

    • Marketers' Space: The importance of warming up your sender domain

      Hello Marketers, Welcome back to yet another post! Today, we'll talk about why warming up your sender domain matters. Imagine you've recently started a business and want to share the news with your customers. You've designed a great email campaign using

    • An Exclusive Session for Zoho Desk Users: AI in Zoho Desk

      A Zoho Community Learning Initiative Hello everyone! This is an announcement for Zoho Desk users and anyone exploring Zoho Desk. With every nook and corner buzzing, "AI's here, AI's there," it's the right time for us to take a closer look at how the AI

    • Search Just Got Smarter in Notebook

      Hello there! Introducing Our New & Improved Search Experience! We heard your feedback! Many of you shared that our previous search had some challenges like • Inconsistent results across different clients • Limited accuracy in finding the right content

    • Zoho Desk app update - AI Integration for IM Chats

      Hello everyone! We have now introduced AI integration for IM Chats within the Zoho Desk mobile app. To access the feature, please enable the 'Generative AI' settings on the desktop site(desk.zoho.com). Please refer to the help link attached below: Zoho

    • Open A.I assistant Connect with Zoho Desk instant Message Conversations

      I would like to know how do I connect my instant messenger in Zoho desk with my Open A.I Gpt Assistant. this is very easy to setup using the Salesiq Zobot but when it comes to Zoho Desk i cannot figure how to make the connection. Ideal workflow Customers

    • Cannot upgrade subscription plan due to payment error message

      Hi Zoho team, This is to request support on an issue I am facing during an upgrade I am trying to make to our company's yearly Zoho subscription. I am trying to add 3 more license to my plan and during the payment phase I get the below error as in the

    • Enhancing Zia's service with better contextual responses and article generation

      Hello everyone, We are enhancing Zia's Generative AI service to make your support experience smarter. Here's how: Increased accuracy with Qwen One of the key challenges in AI is delivering responses that are both contextually accurate and empathetic while

    • Zoho Desk app update: AI powered features

      Hello everyone! We’ve introduced various AI-powered services on the Zoho Desk app. Let's take a look at what's new. Generate Content: Generate Content uses AI to formulate responses based on the your query and provides a ready-to-use reply which can be

    • Bulk update Archived Ticket

      Dear All We would like to update the "Category" values to the new filed. We found the archived Ticket seems to be don't support the bulk action. Do we have any way to update it. Finally, we would to generate a report for our ticket system. Regards I

    • Channel Configuration and Default Channels

      There are some of the default fields that cannot be removed or changed. Examples are the social media ones, such as Facebook. It would be nice to be able to remove these fields as it would be confusing if someone selected this but it's not configure

    • Delay function execute

      I've got a workflow which uses a webhook to send information to Flow, which in return updates a record in Creator. Problem is, by the time this has executed, the rest of my script has run and can't find the (yet to be) updated info in the record. Is there

    • Support www.camcard.com

      Hi, Is it possible CRM Zoho have integrations with https://camcard.com/? Thanks Br, Andy

    • Option to Customize Career Site URL Without “/jobs/Careers”

      Dear Zoho Recruit Team, I hope you are doing well. We would like to request an enhancement to the Career Site URL structure in Zoho Recruit. In the old version of the career site, our URL was simply: 👉 https://jobs.domain.com However, after moving to

    • Can't make a document editable to anyone

      Hey everyone, I am using Zoho Workdrive and trying to share a document so that it is editable by anyone with the link. I am trying to convince people to shift from Google to Zoho, but they don't have accounts yet. When I try to change the share settings

    • Edit Default Print

      What I want to do is create / edit the "Default Print" template without changing the layout I'm using. Currently I can create "Email Templates" but I don't use them for emailing and getting to that selection takes multiple clicks. If an email template could be set to be the Default Print template that would be helpful. I'd also like to print these in bulk but don't see that option (there is a mail merge macro but that goes straight to emailing, not to print or PDF).

    • Widget shows error

      Hi， May I ask why below characters will be auto added into the widget link and how to solve this error? As my widget shows 404 error now. ?serviceOrigin=https%3A%2F%2Fcrm.zoho.com&frameorigin=https%3A%2F%2Fcrm.zoho.com

    • How to print envelope labels from Zoho CRM

      Can anybody give me any clue how to print envelope/package labels directly from Contacts view? Regards, Alexandru Moderation Update: The Canvas Print View, which also facilitates the formatting of mailing labels, is now available! Learn more here: Zoho

    • Data Import: New interface, improved field mapping, and more

      Hello everyone! We’ve redesigned the data import process to ensure accurate field alignment and verify that every column in the uploaded file maps correctly with Desk fields before import. Here's how: Streamlined Import Steps Importing data is now more

    • Address labels

      Hi, we've been searching for a long time for a simple way for our employees to print address labels using a Dymo Label Writer 450. We came up with two alternatives that work, bur aren't really optimal.  First one is WebMerge. Webmerge is a great application that does 100% what we need but it is way too expensive for our needs. We only need to print a couple of labels per month. The second one is the integrated print tool in Zoho CRM, (Print preview) You would think this is the obvious way to do this

    • Print Labels

      How can I configure my address to print my labels like this: Name Mailing Address Mailing City, Mailing State Mailing Zip Country Instead of: Name Mailing Address Mailing City Mailing State Mailing Zip Country Thanks!!!!

    • Mailing labels - Improperly formatted

      All I'm trying to do is print one, properly formatted, mailing label. I'm in the Contacts module. In the default "list view" for mailing labels I selected a single client, hit the "more actions" drop down and selected print mailing label. Unfortunately,

    • Printing mailing labels

      The ability to print mailing labels would seem to be an important, basic, function of a good CRM. I find it very surprising that this has still not been addressed adequately by Zoho. When trying to use the existing "mailing label" included: 1. the data

    • Pageless mode needed to modernise Writer

      When we switched from GSuite to Zoho, one of the easiest apps I found to give up, was Docs. In many ways, Writer has always been more powerful than Docs, especially in terms of workflows/fillable forms/etc. However, I went back into Docs because I notice

    • Zoho Projects - Visual improvement to parent and sub-task relationship

      Hi Projects Team, My feature request is to improve sub-task visibility. Please see screenshot below. I really think parent child relationships could be visually improved. Even if the first letter of the parent task was inline with other same level tasks

    • API method to get activity feed in Recruit

      Hi community, I'm trying to figure out - is there any API method tto get information about datetime when Recruit/Candidates record tag where added?

    • Printing Mailing labels

      Is there any way to adjust the size of the printing labels? or product would I use to print labels from Zoho? Thanks, Josef Krieger Moderation Update (14th April 2025): We have another post discussing the same topic with votes and feedback from users.

    • Default to Current Date

      I'm importing data from a excel spread sheet that does not have date column and I'd like the date column in the Zoho Database to default to the current date. Any way I can do this?

    • Different Company Name for billing & shipping address

      We are using Zoho Books & Inventory for our Logistics and started to realize soon, that Zoho is not offering a dedicated field for a shipping address company name .. when we are creating carrier shipping labels, the Billing Address company name gets always

    • Make Packages from multiple sales order of a single customer

      Our customers sends orders to us very frequently, some times what customer wants is to ship items from 5 to 6 sales orders in a single shipment. it will be very nice if, zoho can implement this function, in which we can select items from other sales orders of the customer.

    • Show Custom Button in Portal Listview Canvas

      I have created a custom button that shows in a list view of deals (internally I can see it). I have permissions to allow this button on the portal. But it is not displaying in the canvas list? Before I do too much leg work, is this function allowed?

    • Zoho Sites "pages" management page

      I have 80 plus pages on zoho sites. When I go to the "pages" link to view and edit pages, They are not in any kind of order, so I spend lots of time searching for pages when I need to edit or create new. How can I change the view order of all my pages

    • AI feature in Zoho Desk suggesting answers based on past ticket threads

      Hi I would like to suggest something that would be very useful : instead of suggesting answers based on the Knowledge Base, I think it would be great if Zia could analyze the history of all customer and agents threads, to suggest answers in new tickets.

    • Advanced Customization of the Help Center using JavaScript

      Hello everyone, The Help Center in Zoho Desk can be customized by using HTML and CSS to provide structure and enhance the page's appearance—but what if you want to add interactive and dynamic elements? You can add these effects with JavaScript, a programming

    • Introducing Zoho POS for the Kingdom of Saudi Arabia

      Hey everyone, We are excited to kick-start December with a completely personalized edition of POS for retail businesses in Saudi Arabia to help run your operations with ease. It offers four different subscription plans—Free, Standard, Professional, and

    • Unveiling Zoho Sites 2.0 - A new dimension in website building

      Dear Zoho Sites Users, We are thrilled to announce the launch of Zoho Sites 2.0 today! This refresh represents a significant step forward in the capabilities of Zoho Sites and is crucial for creating a lasting and positive impact on our customers' businesses.

    • Script Editor not an option

      I am trying to apply a script to a sheet and Script Editor is not an option. I don't want to go outside Sheets to do this (like Creator) if it can be done inside Sheets.

    • Not able to link email text.

      Kindly check Zoho Sites. I am unable to turn a text into a email link. The save button does not work. Kindly try yourself to see it not responding to save.

    • Migrate data from old to new account

      Hy, Have one Old Zoho Notebook Account with Data , want to migrate that whole Data to New Zoho Notebook Account which is in Zoho One . Is that possible ? If Yes then how?

    • Next Page