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

                                                                                                            • Function #32: Schedule low stock notifications on a timely basis to specific users of the organization

                                                                                                              Hello everyone and welcome back to our series! For a business that heavily relies on inventory, monitoring the stock levels and getting timely notifications of low stock items will ensure a smooth sail. Zoho Books allows you to always keep a check on
                                                                                                            • Can't type latin characters Mac x Windows

                                                                                                              I access a Win XP machine using Chrome on Mac OS X High Sierra and I can't get special characters like á é ó â ê ô ã õ à í ú to work. I tried a few different keyboard layout setups, but nothing worked. I end up having to type a lot of stuff in a local notepad for further copy and paste, which is not convenient at all. Am I missing anything? How can I make this work? Thanks.
                                                                                                            • Zoho People & Zoho CRM Calendar

                                                                                                              Hi, Does anyone know if it is possible to link Zoho People and the calendar in CRM? I would like when holidays are approved they automatically appear in the calendar on CRM. Thanks 
                                                                                                            • How to add Leave Type Permission Start Time

                                                                                                              Hi, I have a requirement to add Leave Type : Permission Start Time on the email template to which is end to the reporting manager. But I am unable to find the field in the list of fields. How to achieve this?
                                                                                                            • How to get batch number of item by api?

                                                                                                              Hi there, Is there any way to get batch number of item by api? Batch number is the batch reference number in https://www.zoho.com/inventory/help/advanced-inventory-tracking/batch-tracking.html . When I call the https://www.zoho.com/books/api/v3/#Items_Get_an_item
                                                                                                            • Questions about ACH in Zoho Billing

                                                                                                              We have ACH enabled for subscriptions in Zoho Billing and we have the option enabled for users to be able to log in to their bank to add the account to their payment methods. Questions: 1) If the user's bank isn't supported via the log-in method, will
                                                                                                            • Zoho Writer Default Publish Setting for Mail Merge

                                                                                                              Hello, I was thinking of using Mail Merge to create documents from CRM and automatically link them. However, I noticed the "publish" function and it seems the default is "to the world". This creates some anxiety as it is not clear what this "to the world"
                                                                                                            • Contacts Profile

                                                                                                              Is there a way to add a picture to my contacts profile? You have an outline of a person but no way I can see to import a picture.
                                                                                                            • Tip 46: View resource allocation while adding or editing tasks

                                                                                                              Keeping track of employees workload can be daunting but also necessary. Overloading employees with work can cause burnout and reduce productivity.  Managers should be able to identify resources who are less engaged when assigning tasks. This will ensure a balanced workload and also improve employee's efficiency. Zoho Projects lets you identify resources who are available to take up a job when you add or edit a task.  ​ Assign the task to team members and the calendar in the Start Date field will display
                                                                                                            • Switching Between Multiple Zoho One Organizations in New UI

                                                                                                              Here’s a polished version in English that you can use on Zoho’s support or community forum: Subject: Switching Between Multiple Zoho One Organizations in New UI Hello Zoho Community / Support Team, I’m currently managing two independent Zoho One organizations.
                                                                                                            • .ds import error from .ds file

                                                                                                               Problem encountered while creating the application Exception occured while publishing message to the topic :: [DataModelTopic]
                                                                                                            • Fully functional FSM workflow

                                                                                                              I am using Books, FSM, Begin and Desk. At this moment, FSM is not fully functional even on its own. For example, Customer A buys 4 air-cons and 3 brackets from us. We are fine to create WO manually in FSM. This should be the full loop for a FSM workflow:-
                                                                                                            • Connect Woocommerce new order to zoho books via zoho flow

                                                                                                              Hello i want help to create a flow to create a new sales order from woocommerce to zoho books. Can someone send me step by step flow, functions and fields?
                                                                                                            • What's New in Zoho Invoice | April - June 2025

                                                                                                              Hello everyone! We're excited to share the latest feature updates and enhancements we've made to Zoho Invoice from April to June 2025. In this, you will learn more about the following features: New Integrations via Zoho Marketplace Add Images to Email
                                                                                                            • PROJECTS - More flexibility with task and pricing

                                                                                                              Hi Everyone, I would like to use PROJECTS in my Zoho Booking app but it does not fit into my business. For example: I charge per sessions fixed price. My session usually are 2 hours and I bill the customer on the end of the month. My session can have
                                                                                                            • Is it possible to change default payable account for a bill?

                                                                                                              We have a case where we need to change a bill account from the default accounts payable to another account (it can be current asset or current liability, depending on the case). However, Zoho Books has set default account for bills, (accounts payable)
                                                                                                            • how to upload a reviewed price list in zoho to replace the existing price list

                                                                                                              Price list upload for my zoho books
                                                                                                            • Company details and emails

                                                                                                              Our company has recently been rebranded and we have new email address - How do I update information for users. I have tried to re invite users with new email but it sends me to organization and there is no where I can change the email or invite with new
                                                                                                            • Linking Resale Certificates to Customer Locations

                                                                                                              Florida Resale Certificates must be on every customer invoice. We have customers with multiple locations and each location has a seperate FL Resale Certificate. The FL Resale Certificate makes the transaction EXEMPT from Sales Tax. Can FL Resale Certificate
                                                                                                            • Notebook App Not Opening

                                                                                                              I love this app but for the last 2 days it recuses to open. My phone tells me the app is bugged and I must wait for a new update. Is anyone else having this problem or is something going on with me? I have many important notes that I can't necessarily
                                                                                                            • Admin and Dispatcher Users show as Field Technicians in Dispatch Module?

                                                                                                              Hi Zoho, Our Admin and Dispatch user both show up as Fied Technicians / Field Agents in the Dispatch module, but they most certainly should not be assigned to any of the work orders and service appointments. These users are NOT service resources. How
                                                                                                            • Copy Sales Order Reference# to Purchase Order#

                                                                                                              Hello, We use our customer's purchase order number as the order number on our purchase order to the supplier.  We direct ship everything from our suppliers and the customers then see their PO number on the packing notes (instead of a sequentially-generated one). Therefore, is it possible to use automation to copy the Sales Order Reference# (customer PO) to the respective Purchase Order# (our PO) when converting the Sales Order to a Purchase Order?
                                                                                                            • Free webinar: Zoho Sign in Q2 2025: A quick walkthrough

                                                                                                              Hi there! We’re halfway through the year—and Zoho Sign has some exciting enhancements to show for it! Join us in our upcoming webinar to discover what's new and what you can look forward to. What will this session cover? Explore the newest features introduced
                                                                                                            • Using a Webhook as an Action

                                                                                                              I have been able to setup where I can use a webhook as a Trigger, but I am wondering how I can use a webhook as an Action. In the Zoho Flow Builder when using Zoho CRM as a trigger, I do not see a way to invoke a URL to POST json data that can be used
                                                                                                            • Adding commas to a numeric value

                                                                                                              Hi, I want to add commas to numeric values so that they look like money E.g 1234.56 to 1,234.56 12345.67 to 12,345.67 12345678.90 to 12,345,678.90 How do you do that in Deluge? Thanks for the help
                                                                                                            • Pushing Zoho People leave into Microsoft calendar: how to chose how "event" is shown (busy, free etc)

                                                                                                              Hi, how can I select how a "leave" event is pushed into Microsoft calendar? I want for leave "working elsewhere" to show as working elsewhere and NOT as busy.
                                                                                                            • Tiktok and Instagram Carousel with Music

                                                                                                              Is it possible to add music or sound (can be downloaded or uploaded or attached) when we upload carousels in IG and Tiktok?
                                                                                                            • [Product Update] Locations module migration in Zoho Books integration with Zoho Analytics

                                                                                                              Dear Customers, As Zoho Books are starting to support an advance version of the Branches/Warehouses module called the Locations module, users who choose to migrate to the Locations module in Zoho Books will also be migrated in Zoho Analytics-Zoho Books
                                                                                                            • Once again, non-admins can no longer revise the site map

                                                                                                              Not sure when this change happened, but it's a problem now. This appears to be a regression on this issue: https://help.zoho.com/portal/en/community/topic/bug-non-admins-can-no-longer-revise-the-site-map ... which was solved. That issue was also a regression.
                                                                                                            • Detail View in Mobile without Labels

                                                                                                              Zoho creator 6. I have been trying to acheieve this but not able to. I have a quick view of my articles using custom layout for mobile. When i tap on an article it opens in detail view on my mobile which has two cols. Left displays label and right the
                                                                                                            • Updating task using excel file

                                                                                                              Hi, Is there a way to update existing tasks using excel file import?  Thanks
                                                                                                            • Cross module filtering is now supported in CRM

                                                                                                              Editions: All DCs: All Release plan: This enhancement is being released in phases. It is now available in AU, JP, and CN DCs. Help resource: Advanced filters The Cross-module filtering enhancement is now available to all CRM accounts in the following
                                                                                                            • Before Going To The Qc stage , site ready ness file upload mandtoty how to achive this in the blue print transition

                                                                                                              Before Going To The Qc stage , site ready ness file upload mandtoty how to achive this in the blue print transition On click of the Predelivery transition can we show site ready ness file upload mandtoty or on click of the QC show the alert message site
                                                                                                            • Note cards are duplicating

                                                                                                              Hi, I've been using this app for some time and love it. Recently I've noticed that upon closing a note card, it creates a duplicate. If I exit the notebook it's in and go back, everything is back to normal. Not a major issue but still a little annoying.
                                                                                                            • Where is the (Bulk) Notes Export function from Notebook ???????

                                                                                                              I have seen various threads over the last two years on this and basically no action from ZOHO at all ! BTW having to go to an individual note and export to PDF (which now doesn't even work ) or some sort of zoho format is by no means the answer ! I still can't see any sort of bulk (or even individual) export function across notes. This is really poor for a notes product that is nearly 4 years old from a "major vendor".  I now have a large number of notes (some with images) that I want to export and
                                                                                                            • Again about the backlighting of the search query when searching in a client for Linux

                                                                                                              Some time passed, I installed a client for Linux version 3.4.0, but I still did not receive the promised search with the backlighting of the search query how it was implemented in the client for android. In the previous topic, you told me that this function
                                                                                                            • Important! ZipRecruiter Sponsored Posting Plan Changes in Zoho Recruit

                                                                                                              Greetings, We’re reaching out to inform you about an important upcoming change to the ZipRecruiter Sponsored job board integration within Zoho Recruit. What’s Changing? Starting June 1, 2025, Zoho Recruit will be updated with ZipRecruiter's latest pricing
                                                                                                            • In the Blue Print Transition requirement received it will show 8 check field in pop up if they any one of this field then only move to next stage Ist quote

                                                                                                              In the Blue Print Transition requirement received it will show 8 check field in pop up if they any one of this field then only move to next stage Ist quote Pls help how i fix this
                                                                                                            • Linking Multi-UOM Barcodes to Products in Zoho Books

                                                                                                              Greetings, I'm using Zoho Books for retail shop and I'm running into a bit of a challenge with products that have multiple Units of Measurement (UOMs) and corresponding barcodes. For example, I sell cigarettes both as individual packets and in cartons
                                                                                                            • Convert Item to composite item

                                                                                                              When using Zoho CRM integrated with Zoho Inventory/Books, the item creation process is a little messy. After a few years of trial and error, we have settled on creating items in CRM, which are sync'ed to Zoho Inventory using Zoho's own internal integration.
                                                                                                            • Next Page