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

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


Bonjour chers utilisateurs,
Découvrons les dernières mises à jour et les échanges du mois de mars.
Zoho CRM fait peau neuve ! Avez-vous déjà essayé notre mise à jour ? Pour en savoir plus sur 'Zoho CRM for Everyone', lisez cet article. En plus nous avons récemment animé un webinaire autour du nouveau CRM for Everyone. Retrouvez l’enregistrement ici si vous n’avez pas pu y assister.
      Avec l’explosion des réseaux sociaux, notre manière de communiquer s’est transformée. Entre les vidéos populaires sur Instagram, les idées créatives sur Pinterest ou encore les trouvailles de Facebook Marketplace, ces plateformes se sont ancrées dans notre quotidien. Elles facilitent les connexions, dictent (ou défient) les tendances et simplifient nos achats. Cependant, au cœur de cette effervescence numérique, un canal demeure solide et efficace : l’email. Dans cet article, découvrez comment et pourquoi ces piliers incontournables du marketing peuvent et devraient s’unir pour maximiser leur impact.
      L’Intelligence Artificielle Générative (Gen AI) révolutionne de nombreux domaines grâce à sa rapidité, flexibilité et facilité d’accès, devenant ainsi un véritable moteur d’innovation. Conscients de son importance croissante, nous sommes heureux d’annoncer le lancement de la version bêta de Zia GenAI dans Zoho Desk. Ce modèle d’IA a été spécialement conçu pour renforcer l’efficacité et la qualité du support client. Nous vous invitons à le découvrir dès maintenant et à en explorer tout le potentiel.
      Et ce n’est pas tout ! Nous avons eu le plaisir d’organiser une série de meet-ups riches en échanges à Lyon, Toulouse et Paris. Des discussions captivantes, des témoignages concrets sur Zoho CRM (Portails & Canvas), Zoho Desk et Zoho Voice, et de beaux souvenirs avant notre prochaine rencontre aux Zoholics !


      Merci à toutes et à tous pour votre présence et votre participation active ! Pour celles et ceux qui n’ont pas pu y assister, nous espérons vivement vous accueillir lors de nos prochains événements.
Mais il nous reste encore une nouvelle à vous partager, et pas des moindres : le retour de Zoholics, notre conférence exclusive dédiée aux utilisateurs.

Qu'est-ce que Zoholics ?

      Zoholics est notre conférence utilisateurs, conçue pour former aussi bien nos clients que nos prospects sur l’ensemble de nos produits. Organisé à travers le monde, cet événement met l’accent sur l’apprentissage et les échanges entre membres de la communauté Zoho, afin de vous aider à exploiter tout le potentiel de nos solutions.
      Avec des sessions couvrant tous les niveaux — des bases essentielles aux techniques les plus avancées — Zoholics est l’endroit idéal pour découvrir de nouvelles astuces, approfondir vos connaissances et faire évoluer votre entreprise.
Envie d’en savoir plus sur Zoholics ? C’est par ici. Prêt à réserver votre place ? Cliquez ici.

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

                                                                                                          • Zoho Commerce - Enable Company Name and Tax Number collection for B2B orders in Global Edition

                                                                                                            Please enable Company Name and Tax Details option on checkout settings in Zoho Commerce Global Edition. It is still important to collect Company Name and Tax Number for B2B sales in many countries. My business is based in Ireland (in the EU) and I have
                                                                                                          • ZohoSign and ZohoBooks Integration/Workflow

                                                                                                            Hello All, We utilize ZohoSign for signatures on tax eFiles. We utilize Dynamic KBA. Additionally, we use ZohoBooks for invoicing for these services. Is there a way to accomplish the following: Send a copy of the Tax Return, Invoice and eFiles in one
                                                                                                          • Manage monthly tasks with projectsf

                                                                                                            Hi All I run a finance and operations team where we need both teams to complete monthly tasks to ensure we hit our deadlines. Can Zoho projects be used for this. There many finance focused tools but we have Zoho one so want to explore Thanks Will
                                                                                                          • Zoho Suite is very slow

                                                                                                            Since today Zoho is incredibly slow over all applications! What's going on?
                                                                                                          • How can I track which zoho users are actively using Zoho CRM

                                                                                                            I have several licenses of Zoho CRM. We now need to add a new user. I could purchase a new license, but before I do, I would like to see if any of our existing users are not actively using the license assigned to them. How can I determine the activity
                                                                                                          • Is anyone else having trouble saving a custom image in their email signature, or is it just me?

                                                                                                            When I try to save the image I get an error that says "Operation Failed" I opened a support ticket two weeks ago and received a response that it would be debugged, but it still isn’t working
                                                                                                          • Combine and hide invoice lines

                                                                                                            In quickbooks we are able to create a invoice line that combines and hides invoices lines below. eg. Brochure design         $1000 (total of lines below, the client can see this line) Graphic Design           $600 (hidden but entered to reporting and
                                                                                                          • Transaction Locking with the dynamic date

                                                                                                            Is it possible to dynamically update dates on transaction locking. We want to lock transaction x days from today
                                                                                                          • Zoho Devops

                                                                                                            We have a Zoho one account which we have integrated with an SAS educational product, sold on a subscription model, using webhooks and API calls. We make some use of custom fields and cross module lookups and relationships. We utilize CRM, Books and billing
                                                                                                          • Fuel up your sales with the Zoho SalesIQ + Bigin integration

                                                                                                            Hi everyone! We’re happy to bring you the all-new Zoho SalesIQ + Bigin integration. With this, every prospect from your website instantly becomes a contact in Bigin, complete with transcripts and follow-up tasks, so you never lose a lead again. Let's
                                                                                                          • Introducing AI-powered Assessments & Zoho's native LLM, Zia

                                                                                                            We’ve shipped a cleaner, faster way to create assessments in Zoho Recruit. 🚀 Instead of manually building question banks or copying old templates, you can now generate ready-to-use assessments in just a few clicks, all tailored to the role you’re hiring
                                                                                                          • Ability to Reset Visitor Fields During an Active Chat Flow

                                                                                                            Hello Zoho SalesIQ Team, We hope you are doing well. We would like to propose a feature enhancement to Zoho SalesIQ regarding the management of visitor fields within Zobot flows. Use Case: Our bot asks the visitor to provide information about a 3rd person
                                                                                                          • External ID in Zoho CRM

                                                                                                            Hello everyone! We know that Zoho CRM allows you to integrate third-party apps and manipulate data through APIs. While you integrate a third-party application, you may want to store the third-party reference IDs in Zoho CRM's records. To meet this need
                                                                                                          • Some emails are not being delivered

                                                                                                            I have this problem where some of my mail just seems to disappear. When I send it, it appears as sent with no mention of any problem, but my recipient never gets it, not even in the Spam folder. Same for receiving, I have a secondary e-mail address, and
                                                                                                          • New in Zoho Chat : Search for contacts, files, links & conversations with the all new powerful 'Smart Search' bar.

                                                                                                            With the newly revamped 'Smart Search' bar in Zoho Chat, we have made your search for contacts, chats, files and links super quick and easy using Search Quantifiers.   Search for a contact or specific conversations using quantifiers, such as, from: @user_name - to find chats or channel conversations received from a specific user. to: @user_name - to find chats or channel conversations sent to a specific user. in: #channel_name - to find a particular instance in a channel. in: #chat_name - to find
                                                                                                          • Template modifiactions

                                                                                                            Hello, I am struggling with the templates in ZOHO Books. Especially with the placement of some items, like company address, ship to, bill to etc.  For example: One item I like from template X (placement of ship to and bill to next to each other in the
                                                                                                          • Aggregating the First Value in the Group By of a dataset

                                                                                                            Hi I am trying to get the following Aggregate Formula to work in my chart, but cannot seem to get the right format. I have a series of data that I am running an include_groupby and want to SUM only a column in the first row of each group. So for example.
                                                                                                          • Admin Control Over Profile Picture Visibility in Zoho One

                                                                                                            Hello Zoho Team, We hope you are doing well. Currently, as per Zoho’s design, each user can manage the visibility of their profile picture from their own Zoho Accounts page: accounts.zoho.com → Personal Information → Profile Picture → Profile Picture
                                                                                                          • Track Zoho Campaign and Workflow sales impact

                                                                                                            I am attempting to measure the performance of our marketing workflows and campaigns by comparing the date each campaign was sent to a contact with the purchase date of the contact. For example, if Contact A was sent Email A on 9/1 and made a purchase
                                                                                                          • Tables for Europe Datacenter customers?

                                                                                                            It's been over a year now for the launch of Zoho Tables - and still not available für EU DC customers. When will it be available?
                                                                                                          • What is a line break code for zoho?

                                                                                                            Hi, I am archiving data by adding values from a single line field from one form to a multi-line field in another form. So I need a code/function that starts a new line on that multi-line field so it does not just keep adding it on the same line. Example, doing something like this means that it will be on a same line. archive.field1 = archive.field1 + input.Field1 I need a code so the input.Field1 can just start on the next line. Instead of "value 1, 2,3,4,5" It will be: "1 2 3 4 etc.".  something
                                                                                                          • Automatic Project Owner change

                                                                                                            Is there a way to change Project Owner automatically once a specific Milestone in a project is marked as completed. Different Teams are working on projects in our Org, they have their own Milestones to complete and so we transfer the project from team
                                                                                                          • Button to add product to cart

                                                                                                            Is there a way to have a button on a page, that when clicked, will add Qty 1 of a product to the cart?
                                                                                                          • Problem with Submit Button Design

                                                                                                            I have made a template to apply to my forms and under the button controls, I have it set to "standard" and yet it's still filling the container. This is super frustrating and looks weird. Why do we not have full control over button size? How can I fix
                                                                                                          • Zoho CRM- Authorize your Microsoft Teams account issue

                                                                                                            Hi, I tried to link Zoho CRM with Teams and I got the following message: Clicking "Authorize now" sent me to the following page, Microsoft tried to start a session but, after 3 seconds the page closed and nothing happened. I get the same message each
                                                                                                          • Passing the CRM

                                                                                                            Hi, I am hoping someone can help. I have a zoho form that has a CRM lookup field. I was hoping to send this to my publicly to clients via a text message and the form then attaches the signed form back to the custom module. This work absolutely fine when
                                                                                                          • Is there a way to associate an email in ZOHO Main to a Vendor record in ZOHO CRM

                                                                                                            My situation is as below, I have a vendor in ZOHO CRM lets say "Vend A" and an associated contact, "Cont A" If Cont A sends me an email using the email I've registered in the contact record the standard OOTB email sync will work. But the vendor has some
                                                                                                          • Bank charges are applied. Please select a bank account.

                                                                                                            Hello, I'm trying to add bank charges to a customer payment, but I get the error message "Bank charges are applied. Please select a bank account." I found this old thread, where it says that I need to "select a Bank account for the 'Deposit To' dropdown
                                                                                                          • Kaizen #207 - Answering your Questions | Advanced Queries using COQL API

                                                                                                            Hi everyone, and welcome to another Kaizen week! As part of Kaizen #200 milestone, many of you shared topics you would like us to cover, and we have been addressing them one by one over the past few weeks. Today, we are picking up one of those requests
                                                                                                          • Présentation de SecureForms dans Zoho Vault

                                                                                                            Soyons francs : demander à quelqu’un de transmettre un mot de passe ou des informations sensibles n’est jamais une tâche facile. On attend, on relance, parfois de nombreuses fois. Et quand l’information arrive, elle se retrouve souvent dispersée dans
                                                                                                          • Introducing Connected Records to bring business context to every aspect of your work in Zoho CRM for Everyone

                                                                                                            Hello Everyone, We are excited to unveil phase one of a powerful enhancement to CRM for Everyone - Connected Records, available only in CRM's Nextgen UI. With CRM for Everyone, businesses can onboard all customer-facing teams onto the CRM platform to
                                                                                                          • Granular Email Forwarding Controls in Zoho Mail (Admin Console and Zoho One)

                                                                                                            Hello Zoho Mail Team, How are you? At present, the Zoho Mail Admin Console allows administrators to configure email forwarding for an entire mailbox, forwarding all incoming emails to another address. This is helpful for delegation or backup purposes,
                                                                                                          • Sales order & purchase order item links for item details

                                                                                                            This is fantastic for checking lots of things, I use it a lot. It would be great to see it extended to invoices & bills On another note, may as well throw in my favourite whinge ..... Wish you guys would get the PO receive differences sorted urgently,
                                                                                                          • Zoho Workdrive - Communication / Chat Bar

                                                                                                            Hi Team, Please consider adding an option to allow admins to turn on or off the Zoho Communication Bar. Example of what I mean by Communication Bar: It's such a pain sometimes when I'm in WorkDrive and I want to share a link to a file with a colleague
                                                                                                          • Kaizen #190 - Queries in Custom Related Lists

                                                                                                            Hello everyone! Welcome back to another week of Kaizen! This week, we will discuss yet another interesting enhancement to Queries. As you all know, Queries allow you to dynamically retrieve data from CRM as well as third-party services directly within
                                                                                                          • Need the ability to have read only fields on a form.

                                                                                                            There needs to be functionality in Creator that allows a field on a form to be read only. Most screen building software applications have this capability. I know you can hide certain fields from specific users and that you can also make the whole form read only but that's not the functionality I need. I want to be able to create a form where certain fields are editable and other are for display purposes only (read only). For example if the form was displaying information on an item that the user
                                                                                                          • Reverse payment on accidentally closed invoice.

                                                                                                            An invoice was closed accidentally with the full payment added. However, only partial payment was paid. How can I reopen the invoice and reverse this to update it to show partial payment?
                                                                                                          • New integration: Track booking page appointments in Google Analytics 4

                                                                                                            Hello all, Greetings from the Zoho Bookings team! We’re excited to introduce our new Google Analytics 4 (GA4) integration designed to help you track booking activity, understand customer behavior, and measure marketing performance, all in one place. What
                                                                                                          • How to list emails in a folder, e.g. Inbox, on multiple pages when using Zoho mail webpage?

                                                                                                            Something as shown in the figure. There are totally 50 emails in Sent folder. If "Mail per page" equals 20, then the Sent folder is split into 3 pages. When I wander through Sent folder, I can just select a specific page to jump to. BTW, it seems that
                                                                                                          • Zoho Calendar soft bounce on @hotmail.com and @yahoo.com email addresses

                                                                                                            Hello, our Zoho calendar recently does not send the calendar invites to emails with hotmail and yahoo domains and comes back with a "soft bounce". other domains like Gmail works fine. Also sending "email" to the same emails to the above domains work well
                                                                                                          • Next Page