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,
Alors que l'été vient d'arriver profitez-en pour découvrir les échanges les plus enrichissants de notre Communauté. Astuces pratiques, nouveautés produits, conseils d'experts et bonnes pratiques : voici un aperçu des sujets qui ont retenu notre attention ce mois-ci.
À mesure que la gestion des identités se complexifie, les rapports d’identité de Zoho Directory offrent une vue centralisée des accès, des méthodes d’authentification et des risques potentiels. Ils permettent aux équipes informatiques de renforcer la sécurité, de simplifier les audits et de prendre des décisions plus éclairées.
Envie d'en savoir plus ? Explorez les différents niveaux de rapports disponibles dans Zoho Directory et découvrez comment transformer vos données d’identité en décisions de sécurité plus intelligentes.
Tout comme les rapports d’identité de Zoho Directory vous aident à renforcer votre sécurité, les rapports de Zoho Projects vous permettent d'anticiper les imprévus avant qu'ils ne deviennent des problèmes. Explorez les dix rapports essentiels qui vous aideront à suivre et à garder vos projets sur la bonne voie.
Après avoir découvert la puissance des rapports, découvrons comment le protocole MCP transforme votre façon d'interagir avec Zoho Mail. Découvrez comment une simple requête adressée à votre assistant IA est interprétée, sécurisée et exécutée dans Zoho Mail grâce à une architecture reposant sur quatre composants essentiels. Découvrez son fonctionnement ainsi que les étapes de configuration pour commencer à l'utiliser.

📅 Webinaire à venir (Jeudi 9 juillet à 10h30) : Préparez vos clients à la migration vers la version ISCA de Zoho Books

À l'approche de la réforme de la facturation électronique B2B en France, assurez-vous d'être prêt à accompagner vos clients vers la version ISCA de Zoho Books. Rejoignez ce webinaire le Jeudi 9 juillet à 10h30 pour découvrir l'outil de migration, comprendre les étapes clés, les prérequis et les bonnes pratiques, puis échangez avec nos experts lors d'une session de questions-réponses en direct.

Éventement Zoho à venir

Les Workshops Zoho France sont de retour à Paris les 5 et 6 novembre ! Profitez dès maintenant de notre offre Early Bird et réservez votre place avant la fin de la promotion.
Grâce à nos formules flexibles, participez à la première journée, à la deuxième, ou aux deux journées : c'est vous qui choisissez. Consultez le programme détaillé et inscrivez-vous aux sessions qui correspondent le mieux à vos objectifs.

L'équipe Zoho France

    Access your files securely from anywhere


            All-in-one knowledge management and training platform for your employees and customers.






                                  Zoho Developer Community




                                                        • Desk Community Learning Series


                                                        • Digest


                                                        • Functions


                                                        • Meetups


                                                        • Kbase


                                                        • Resources


                                                        • Glossary


                                                        • Desk Marketplace


                                                        • MVP Corner


                                                        • Word of the Day


                                                        • Ask the Experts



                                                                  • 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


                                                                  Manage your brands on social media



                                                                        Zoho TeamInbox Resources



                                                                            Zoho CRM Plus Resources

                                                                              Zoho Books Resources


                                                                                Zoho Subscriptions Resources

                                                                                  Zoho Projects Resources


                                                                                    Zoho Sprints Resources


                                                                                      Qntrl Resources


                                                                                        Zoho Creator Resources



                                                                                            Zoho CRM Resources

                                                                                            • CRM Community Learning Series

                                                                                              CRM Community Learning Series


                                                                                            • Kaizen

                                                                                              Kaizen

                                                                                            • Functions

                                                                                              Functions

                                                                                            • Meetups

                                                                                              Meetups

                                                                                            • Kbase

                                                                                              Kbase

                                                                                            • Resources

                                                                                              Resources

                                                                                            • Digest

                                                                                              Digest

                                                                                            • CRM Marketplace

                                                                                              CRM Marketplace

                                                                                            • MVP Corner

                                                                                              MVP Corner









                                                                                                Design. Discuss. Deliver.

                                                                                                Create visually engaging stories with Zoho Show.

                                                                                                Get Started Now


                                                                                                  Zoho Show Resources

                                                                                                    Zoho Writer

                                                                                                    Get Started. Write Away!

                                                                                                    Writer is a powerful online word processor, designed for collaborative work.

                                                                                                      Zoho CRM コンテンツ




                                                                                                        Nederlandse Hulpbronnen


                                                                                                            ご検討中の方





                                                                                                                      • Recent Topics

                                                                                                                      • SPAM (and some other) folders missing on three of my Zoho Mail accounts

                                                                                                                        I have four email accounts with Zoho Mail. Three days ago, the Spam folder on three of these accounts vanished. It is gone on the Windows and Linux desktops as well as the web-based and Android versions, and I have tried it on multiple machines. The only
                                                                                                                      • Is there a way to show contact emails in the Account?

                                                                                                                        I know I can see the emails I have sent and received on a Contact detail view, but I want to be able to see all the emails that have been sent and received between all an Accounts Contacts on the Account Detail view. That way when I see the Account detail
                                                                                                                      • Cliq iOS can't see shared screen

                                                                                                                        Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? Regards
                                                                                                                      • Error 1011 saving website personalisation — blocking all changes (corrupted "home_page.content" field)

                                                                                                                        When trying to save changes under Settings → Brands → MY COMPANY → Website → Personalisation → Messenger, I receive the following error: "Either the request parameters are invalid or absent" upon checking on the developer console of the browser I get
                                                                                                                      • All new Address Field in Zoho CRM: maintain structured and accurate address inputs

                                                                                                                        Availability Update: 29 September 2025: It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition exclusively for IN DC users. 2 March 2026: Available to users in all DCs except US and EU DC. 24
                                                                                                                      • Zoho CRM - Email/Message icon for Deal List View

                                                                                                                        Hi Team, My idea is to include a message icon at the start of the row of Deals when an unread message has been received. This would really help highlight the Deals where urgent action is required. Thanks for considering this request. Regards, Ashley
                                                                                                                      • CRM x WorkDrive: We're rolling out the WorkDrive-powered file storage experience for existing users

                                                                                                                        Release plan: Gradual rollout to customers without file storage add-ons, in this order: 1. Standalone CRM 2. CRM Plus and Zoho One DCs: All | Editions: All Available now for: - Standalone CRM accounts in Free and Standard editions without file storage
                                                                                                                      • HR Helpdesk Cases

                                                                                                                        We have Zoho One Enterprise. I'm trying to find HR Helpdesk Cases, but my UI does not match the documentation. I'm not sure how to move forward.
                                                                                                                      • Tip #7 - Siri shortcuts in Zoho CRM

                                                                                                                        Hello Everyone, Here is a tip about the 'Siri Shortcuts' feature and how it works in the iOS version of the Zoho CRM mobile app. What are Siri shortcuts? Siri Shortcuts are quick actions across your apps on iOS. They can perform an action automatically
                                                                                                                      • Automatic Department and Employee Sync Between Zoho One and Zoho People

                                                                                                                        Dear Zoho Support, I'm writing to propose a valuable feature request that would streamline data management and improve user experience within the Zoho ecosystem: automatic synchronization between departments and employees in Zoho One and Zoho People.
                                                                                                                      • Nothing triggers a Journey

                                                                                                                        I have been on the phone with Zoho support and they claim their development team needs to investigate more. However, I've found this is a pretty standard answer after a call takes any amount of time. After that, it's days and even weeks before it actually
                                                                                                                      • Manually Backorder Sales Order and/or Change Sales Order Status

                                                                                                                        Is there an option to manually 'backorder' a sales order, or otherwise change it's status?  In some cases, we receive orders for products that are out of stock, but we already have issued POs to our suppliers for replenishment.   Ex- we created a PO on
                                                                                                                      • Backorder process review - Automating Removal of Sales Order from "On Hold" When PO is Received

                                                                                                                        Hello Zoho Inventory Team, Currently, sales orders in On Hold status are released only when the bill for the purchase order is created. In our workflow, it would be much more efficient if the sales order could automatically move out of On Hold as soon
                                                                                                                      • Kaizen #254 - Building a Temporal Lead Score Decay System in Zoho CRM

                                                                                                                        Hello, CRM Wizards! Welcome to a fresh week of Kaizen. In this post, we will build a temporal lead score decay system that works alongside your existing scoring rules by introducing percentage-based score decay driven solely by customer inactivity. By
                                                                                                                      • Metadata API Access to Functions

                                                                                                                        I think it would be incredibly helpful to have api access to every function's code. Our team primarily uses deluge functions to update fields across modules according to business logic. I would like to create a visual dependancy model for our CRM, but
                                                                                                                      • API actions/approvals endpoint returns UNAPPROVABLE despite user having full permissions and being the assigned approver

                                                                                                                        Hi Team, We are trying to programmatically approve a record via the CRM API but consistently receive an UNAPPROVABLE error, even though the same user can approve the record without issue from the UI. Endpoint called: POST https://www.zohoapis.com/crm/v6/{module}/{record_id}/actions/approvals
                                                                                                                      • Upcoming Change: Increased character limits for module and field labels

                                                                                                                        To provide greater flexibility in customizing your CRM, we are increasing the maximum character limits for module labels and field labels in Zoho CRM. What's changing? Label Current Limit New Limit Module Label 25 characters 50 characters Subform Module
                                                                                                                      • Get a realistic picture of your revenue with Forecast Adjustments in Zoho CRM

                                                                                                                        #crm25q1 Dear Customers, We hope you're doing well! Today, we're here with an important enhancement for business decision makers: forecast adjustments. Let's get straight to it! With technology on the rise and CX at its core, businesses are constantly
                                                                                                                      • I am not able to check in and checkout in zoho people even location access allowed

                                                                                                                        This issue i am facing in mackbook air m1, I allowed location in chrome browser and i also tried in safari but getting similar issue. Please have a look ASAP.
                                                                                                                      • WhatsApp Vendors Module

                                                                                                                        Hello, so WhatsApp works with the below, mainly with the customer side modules. Can we get functionality on the vendor side modules, i.e., PO, Bills, Vendor Credits, Payments Made, Purchase Received? WhatsApp is often the preferred method of communication
                                                                                                                      • Upload ticket attachments via Drag-&-Drop

                                                                                                                        Hello, if you want to upload a file to the ticket attachment you need to click the button and use the file browser to select and upload the desired file. In many cases, it would be much more efficient if you could simply drag the file to the browser window...
                                                                                                                      • Introducing parent-child ticketing in Zoho Desk [Early access]

                                                                                                                        Hello Zoho Desk users! We have introduced the parent-child ticketing system to help customer service teams ensure efficient resolution of issues involving multiple, related tickets. You can now combine repetitive and interconnected tickets into parent-child
                                                                                                                      • Elevate your Radar experience: Best practices part 3

                                                                                                                        In the Spotlight: Zoho Desk's Radar app Customer support requires human intelligence combined with emotional intelligence. How about these coupled with contextual intelligence? These elevate the customer support experience. When providing support through
                                                                                                                      • Migrating my email from GMAIL to ZOHO MAIL..........

                                                                                                                        I am a long time GMAIL user and I really only understand how they operate, but after reviewing your tutorials and forums online, it is quite unbelievable how much more and how much more streamlined ZOHO mail is, not to mention ZOHO's wonderful, more advanced capabilities. I do have several questions about transitioning over to ZOHO.  Primarily, where is the best place to start, what do I do first? And how hard is it actually to move all my business and personal accounts over here?  When I sign up
                                                                                                                      • Unable to send message;Reason:553 Relaying disallowed. Invalid Domain

                                                                                                                        Hi, Now when I try to reply to an email, I see the Unable to send message;Reason:553 Relaying disallowed. Invalid Domain voicemessagedownloader.com error. I tested sending an email when I set it up in the past and it worked. I have checked the Zoho Organization
                                                                                                                      • RFID Scanner/Adapter Solution for barcode scanning

                                                                                                                        Hello, We will be trialing using barcode scanning for item verification during our picking process. Using a phone or a tablet is awkward and uncomfortable. Are there any Zoho compatible RFID scanners, or an RFID device/adapter that will connect with a
                                                                                                                      • Approval Process not retriggering after rejection when stage is manually changed back

                                                                                                                        We have an Approval Process on the Opportunities module that triggers when Stage is changed to Negotiation (Execute on: Edit Only). On rejection, a field update action reverts Stage back to Proposal. The issue: after rejection, AE can manually changes
                                                                                                                      • Free Webinar Alert! Workdrive + Office Suite in Zoho Workplace: Create, co-edit and collaborate

                                                                                                                        Hello Zoho Community! Looking for a better way to create, manage, and collaborate on your business documents? Join our upcoming webinar to discover how Zoho WorkDrive and the Zoho Office Suite (Writer, Sheet, and Show) help teams to work together from
                                                                                                                      • Updating Sales orders on hold

                                                                                                                        Surely updating irrelevant fields such as shipping date should be allowed when sales orders are awaiting back orders? Maybe the PO is going to be late arriving so we have to change the shipment date of the Sales order ! Not even allowed through the api - {"code":36014,"message":"Sales orders that have been shipped or on hold cannot be updated."}
                                                                                                                      • Two-Factor Authentication in Zoho Mail: Add an extra layer of security to your organization

                                                                                                                        Account security is a critical aspect of managing any organization's email. With increasing risks of unauthorized access, a single password may not always be sufficient to keep accounts protected. Zoho Mail's Two-Factor Authentication (TFA) addresses
                                                                                                                      • Dark Mode - Font Colors Don't Work

                                                                                                                        When editing a document in Dark Mode and selecting font colors, they don't show up on screen.  Viewing/editing the same document in Light Mode shows them just fine.
                                                                                                                      • API to post drafts for social media

                                                                                                                        I we want to post draft posts to our zoho social account and then approve and schedule them within Zoho social. is this possible with for example: https://apis.zoho.com/social/v2/post TIA Jon
                                                                                                                      • How to show product cards in your chatbot

                                                                                                                        Hey everyone, If you are using Guided Conversations to help customers find products, you have probably run into this problem: the bot gives customers a list of options, but they still have no idea which one to pick. There will be no images, no specs,
                                                                                                                      • Changing settings for auto logoff

                                                                                                                        I've noticed that when I haven't used Cliq for a while, I have to re-enter my password. That is really clumsy, especially if you have a complicated password. Because it won't be filled in automatically. Is there a way to change that behaviour? We are
                                                                                                                      • How do you create invoices before sending them through Zoho Invoice?

                                                                                                                        Hi everyone, I'm curious how other businesses handle their invoicing workflow before sending invoices through Zoho Invoice. Do you: Create invoices directly inside Zoho? Prepare them first in another invoice tool or template? Use Excel or Word before
                                                                                                                      • ZML Error/Bug

                                                                                                                        Hi, I would like to request for your help regarding this kind of behavior. Requested_Start_Time & End_Time - date-time fields https://......#Page:PH_Calendar_Page?reqDate=08-04-2026 https://......#Page:PH_Calendar_Page?reqDate=07-31-2026 https://....#Page:PH_Calendar_Page?reqDate=08-03-2026
                                                                                                                      • Item with name in different languate

                                                                                                                        Hello, is there a way to have an item with its name in different languages? For example: I sell an item in different markets and I'd like to have a Proposal and the Invoice with the Item Name in a specific language. Rino Bertolotto Zoho Specialist, STESA srl
                                                                                                                      • Email notification for followers

                                                                                                                        Is there a way to enable email notification for followers of a support ticket? ie: Ticket #123 is owned by Agent#1, Agent#2 adds themselves as a follower. Whenever ticket #123 receives an email from the customer, Agent#1 receives an email. Agent#2 would
                                                                                                                      • Migration of emails from Yandex to Zoho

                                                                                                                        I am trying to migrate an yandex mail account to zoho mail account. I am confused with all the related articles/informations in the net. Could someone please outline the process to do it, just thinking about me as a novice with limited knowledge or experience. A couple of questions from the knowledge gained. 1. I believe we have to delete the yandex current MX from the website records and add Zoho MX. What happens to the emails as we remove the mail exchange record. Yandex stops updating emails and
                                                                                                                      • Auto-fill from logged-in user's profile for Name Fields in Subforms

                                                                                                                        Hi, The Name field is great, but I see you can't tick the Initial Value option of "Auto-fill from logged-in user's profile" when it is on a Subform, why not? Thanks Dan
                                                                                                                      • Next Page