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

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



Bonjour à tous,
 
Le mois de mai se termine au sein de la communauté Zoho France. Il est donc temps de revenir sur les faits et activités qui se sont déroulés tout au long de ce mois.
  • Les événements physiques reprennent sont toujours ausi nombreux et les organisateurs sont impatients de créer des expériences inoubliables pour les participants. Mais cet enthousiasme s'accompagne d'un défi familier : tout gérer à l'aide d'une boîte à outils dispersée composée de différents logiciels. Zoho s'occupe de tout avec son tout nouveau Zoho Backstage 2.0. Pour en savoir plus, lisez cet article.
  • Les organisateurs d'événements sont bien conscients de la myriade de défis que représente l'orchestration d'un salon professionnel réussi, du début à la fin. Le but n'est pas seulement d'assurer le bon déroulement de l'événement, mais aussi d'améliorer la rentabilité de l'investissement des exposants en maximisant leurs opportunités avant, pendant et après l'événement. Pas de panique ! Zoho Backstage est là pour vous faciliter la vie et vous aider à surmonter ces défis. Lisez cet article pour découvrir comment.
  • Les organisations ont en commun l'objectif d'attirer et de fidéliser un plus grand nombre de clients en leur offrant une expérience d'engagement cohérente et exceptionnelle. Pour que cela se concrétise et conduise à une croissance positive, il est essentiel que les départements en contact direct avec des clients, tels que le marketing et le service client, travaillent ensemble. Bien sûr, c'est plus facile à dire qu'à faire. Ainsi, nous partageons avec vous des conseils pour y parvenir !
  • Les données sont générées en permanence, qu'il s'agisse de messages sur les médias sociaux ou de chiffres de vente, les données sont partout. Toute entreprise qui veut réussir a besoin d'une bonne maîtrise des données. Elles sont en effet essentielles pour prendre des décisions éclairées afin d'améliorer les activités de l'entreprise et ses performances financières. Bien que les données soient importantes, elles peuvent être très complexes à interpréter. C'est là que la visualisation des données intervient. Elle consiste à créer des représentations visuelles d'ensembles de données afin de mieux comprendre les informations. Pour en savoir plus, lisez cet article.
 
Nous organisons régulièrement des webinaires. Si vous avez raté l'un d'entre eux, ne vous inquiétez pas ! Vous pouvez vous rattraper avec les enregistrements sur notre chaîne YouTube.
 
Ne laissez pas passer le mois de juin sans saisir l'occasion ! Participez à notre prochain webinaire où nous aborderons les aspects de la centralisation des tâches, de l'amélioration de la collaboration et de l'augmentation de la productivité grâce à notre application de gestion de projets intégrée disponible dans Zoho One. Inscrivez-vous dès aujourd'hui afin de bénéficier des connaissances !
 
Suivez la communauté Zoho France pour recevoir les dernières mises à jour des produits, des informations sur ce que Zoho vous apporte et bien plus encore.
 
L'équipe Zoho France

    Access your files securely from anywhere









                          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 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

                                                                                                          • Email task creator when task is updated/marked complete

                                                                                                            I am looking for a way to notify the creator of a task in zoho todo when - Task is updated Task is closed Comments entered 1 and 2 are critical, and I cannot find a zoho flow to do this. There is no way that as a manager I will know when someone has completed
                                                                                                          • How to move emails to Shared Mailbox?

                                                                                                            Hello, I created a Shred Mailbox instead of using a distribution group. But I cannot move previous emails to certain shared mailbox. Is it possible move some emails from inbox to shared mailbox?
                                                                                                          • How to implement new online payment gateway?

                                                                                                            Hello, Can you tell me how to proceed to implement my local payment gateway? DIBS has an open avaiable API that should be easy to implement into ZOHO BOOKS. http://tech.dibspayment.com/dibs_payment_window
                                                                                                          • Zoho CRM - Portal Users Edit Their Own Account Information

                                                                                                            Hi Community, I'm working on a client portal and it seems like the only I can make the Account record editable to the Contact, is if I add another lookup on the Account to the Contact record. Am I missing something as the account already has a list of
                                                                                                          • I’ve noticed that Zoho Sheet currently doesn’t have a feature similar to the QUERY formula in Google Sheets or Power Query in Microsoft Excel.

                                                                                                            These tools are extremely helpful for: Filtering and extracting data using simple SQL-like queries Combining or transforming data from multiple sheets or tables Creating dynamic reports without using complex formulas Having a Query-like function in Zoho
                                                                                                          • Connecting Zoho Mail with Apollo.io

                                                                                                            Hi, I am trying to connect my Zoho Mail account with my Apollo.io account to start sending cold email for prospecting purposes. I have activated the IMAP setting but I am still unable to connect to the Apollo account. I am using my email credentials but
                                                                                                          • Where does this report come from in the Zoho One ecosystems?

                                                                                                            Is this directly from MA, Analytics or ??? ???
                                                                                                          • Contact's title in "Contact Role Mapping"

                                                                                                            When I'm creating a deal, I'd like to see the contacts title in the listing. Right now, I only see this: How can I get the contact's title in there?
                                                                                                          • ZOHO TEAM INBOX Calendar Integration

                                                                                                            The Problem: Clients send meeting invitations to our TeamInbox address. TeamInbox receives these invites, but we cannot accept them. We do not use individual inboxes for transparency purposes. Ideal Solution: A way to accept calendar invites sent to our
                                                                                                          • Zoho CRM - Client Portal - Hide Notes Related List

                                                                                                            Hi Community, I'm building a customer portal and I can't find a way to hide the notes related list. I don't want the client to see the notes I have about them. Is there a way to do this as it is no bin/trash icon when I hover over.
                                                                                                          • "Pivot Table" Conditional Formatting

                                                                                                            Team, I there a way to use conditional formatting a "Pivot Table"  report? Thanks, Arron Blue Pumpkin Hosting | Solutions Made Simple
                                                                                                          • How many clients can be added to Zoho Practice?

                                                                                                            How many clients can be added to Zoho Practice without having their zoho app?
                                                                                                          • Stage History

                                                                                                            when viewing a ticket , and you look at stage history tab (kanban view) and look at the stage duration column in days, it shows the current stage of the ticket as " current stage ". Should it not rather show the amount of days it has been in that current
                                                                                                          • Send Automated WhatsApp Messages and Leverage the Improved WhatsApp Templates

                                                                                                            Greetings, I hope all of you are doing well. We're excited to announce a major upgrade to Bigin's WhatsApp integration that brings more flexibility, interactivity, and automation to your customer messaging. WhatsApp message automation You can now use
                                                                                                          • Automating Ticket Responses Using Zoho Desk's AI Features

                                                                                                            We’re looking to set up an automation within Zoho Desk that can analyze incoming emails or tickets and automatically respond with relevant knowledge base articles based on the content of the request. Could you please guide us on how to configure this
                                                                                                          • Optimising CRM-Projects workflows to manage requests, using Forms as an intermediary

                                                                                                            Is it possible to create a workflow between three apps with traceability between them all? We send information from Zoho CRM Deals over to Zoho Projects for project management and execution. We have used a lookup of sorts to create tasks in the past,
                                                                                                          • Service locations are tied to contacts?

                                                                                                            Trying the system out. And what I discovered is that it seems that the whole logic of the app is, I'd say, backwards. There is a Customer - a company. The company has contact persons and service locations can be associated with different contact persons.
                                                                                                          • Enhancements to Zoho Maps integration tasks

                                                                                                            Hello everyone, We're excited to announce enhancements to the Zoho Maps integration tasks in Deluge, which will boost its performance. This post will walk you through the upcoming changes, explain why we're making them, and detail the steps you need to
                                                                                                          • Bug in Total Hour Calculation in Regularization for past dates

                                                                                                            There is a bug in Zoho People Regularization For example today is the date is 10 if I choose a previous Date like 9 and add the Check in and Check out time The total hours aren't calculated properly, in the example the check in time is 10:40 AM check
                                                                                                          • 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
                                                                                                          • UPS Label size when generated via Zoho

                                                                                                            We've integrated UPS with Zoho inventory. When creating and downloading the shipping labels they are created in a larger paper size. I'd like them to be generated to print on a 4x6 printer. Zoho have told me I need to do this within our UPS portal. UPS
                                                                                                          • Canvas View in Zoho Recruit

                                                                                                            Is it possible or would it be possible to have the new 'Canvas View' in Zoho Recruit?
                                                                                                          • Narrative 12: Sandbox - Testing without the risk

                                                                                                            Behind the scenes of a successful ticketing system: BTS Series Narrative 12: Sandbox - Testing without the risk What is a sandbox environment? A sandbox environment is a virtual playground that allows you to test freely and experiment with various elements
                                                                                                          • Dynamically catching new file creations

                                                                                                            I have a team folder with many subfolders, and in those folders we add new documents all the time. I'd like to have a workflow or script to notify me (and then take other actions) when a file is added anywhere in that structure that ends in "summary.txt".
                                                                                                          • Announcing new features in Trident for Mac (1.27.0)

                                                                                                            Hello everyone! Trident for macOS (v1.27.0) is here with new features and enhancements to improve scheduling and managing your calendar events. Let's take a quick look at them. Stay aligned across time zones. Both the scheduled and original time zones
                                                                                                          • Branding of native system emails

                                                                                                            Make system emails adjustable in terms of branding. We want our system to be completely white label, because it is not a CRM anymore, it's way more than that. We are following the strategy of "CRM for everyone" to use the CRM in all departments, not only
                                                                                                          • Slow uploads of large files

                                                                                                            I'm wanting to use Workdrive for transferring large images and video (we're talking things from 100MB-5GB). I'm running solo on a 500MBit/sec fiber connection. I'm getting upload speeds to Workdrive of no more than about 1-3Mbytes/sec when going through
                                                                                                          • Notes of Tasks in Zoho CRM

                                                                                                            Hello, Is there a way to filter the Notes that appear on a Task to only show the notes related to that specific Task and not display all the Notes of the objects related to that Task (Accounts, Contacts, Deal, etc). In essence, our team struggles to understand
                                                                                                          • Migrate Your Notes from OneNote to Zoho Notebook Today

                                                                                                            Greetings Notebook Users, We’re excited to introduce a powerful new feature that lets you migrate your notes from Microsoft OneNote to Zoho Notebook—making your transition faster and more seamless than ever. ✨ What’s New One-click migration: Easily import
                                                                                                          • need to upload from airtable to google drive

                                                                                                            I have a zapier zap that automates between airtable and google drive. When a customer uploads a new file into airtable via a client portal interface, zapier uploads that file into a folder linked to that customer's project record. I need to replicate
                                                                                                          • Can't delete functions that are associated with deleted workflow rules

                                                                                                            We have a handful of functions that were once associated with a workflow rule, but the rule has been deleted. The function still thinks it is associated so I can't assign it to a new rule. It is starting to get really messy because we have a list of functions
                                                                                                          • Default Sorting on Related Lists

                                                                                                            Is it possible to set the default sorting options on the related lists. For example on the Contact Details view I have related lists for activities, emails, products cases, notes etc... currently: Activities 'created date' newest first Emails - 'created
                                                                                                          • Custom Modules - Where are Comments??

                                                                                                            In the standard ticket module and in the tasks module, we have an interactive comment box that we can post important details/notes and can tag others if needed. Where is this functionality for Custom Modules? Ideally, custom modules would have very similar,
                                                                                                          • Credit Management: #1 Credit You Owe vs Credits Owed to the Business

                                                                                                            Think about the last time you ordered food online. You might have paid in advance through your card, but you received a $20 refund because your order got delayed or cancelled. In most apps, refunds don't go into the bank account directly; instead, they're
                                                                                                          • Tip #46- Turn Every Session into an Insight with Zoho Assist survey report- 'Insider Insights'

                                                                                                            Delivering exceptional remote support isn’t just about resolving issues, it’s about understanding how both customers and technicians experience each session. That’s where Survey Report in Zoho Assist come in. You can configure and customize survey questions
                                                                                                          • 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
                                                                                                          • Allow the usage of Multi-Select fields as the primary field on "Layout Rules"

                                                                                                            We want to force our users to enter some explanation strings when a multi-select field has been utilized. I can't understand the reason for the usage restriction of Multi-Select fields as a primary field. This is a simple "Display hidden mandatory field
                                                                                                          • Engage with your customers at scale using WhatsApp Marketing Template messages

                                                                                                            Hi everyone, To make it easier for organizations to communicate with customers, Desk now allows you to send individual, mass, and bulk WhatsApp template messages from both the Ticket and Contact modules. How is this going to benefit your business? WhatsApp
                                                                                                          • CRM/Bookings integration edits Contact names

                                                                                                            Hi there, I've installed the extension that connects Zoho CRM and Zoho Bookings. When we get a new appointment from Bookings from an existing Contact, that Contact's record shows this: First Name was updated from asd to blank value Last Name was updated
                                                                                                          • Domain Change

                                                                                                            “Please update my Email-in domain from @biginmail.biginmail.in to @biginmail.zoho.com. Messages to the .in domain are bouncing.”
                                                                                                          • Next Page