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

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



Bonjour chers utilisateurs,
L'année 2024 s'achève doucement, mais les actualités continuent ! Découvrez un résumé!

Le mois dernier, nous avons organisé deux Meetup Community à Lyon et à Paris. Au nom de toute l’équipe, je tiens à vous remercier chaleureusement pour votre participation et votre soutien dans notre initiative de création d’une communauté régionale forte de Zoho en France. Certains d'entre vous ont déjà partagé leurs commentaires et nous ont fait part de quelques questions. Je prendrai contact avec vous très prochainement pour y répondre.
Si vous n’avez pas encore eu l’occasion de nous faire part de vos impressions, voici un lien pour le faire. De plus, pour celles et ceux qui n’ont pas pu participer, vous pouvez consulter la présentation ici.
Si vous souhaitez proposer une nouvelle une rencontre dans votre ville, n'hésitez pas à remplir ce formulaire. Nous évaluerons vos propositions en fonction du nombre de demandes.

En plus des rencontres, nous sommes ravis d'annoncer le lancement de Zoho Cliq 6.0 qui contient de nombreuses mises à jour conçues pour améliorer votre expérience de travail. Grâce à de nouvelles fonctionnalités et améliorations, nous simplifions le travail, boostons votre productivité et rendons la collaboration plus fluide que jamais.

La période des fêtes est idéale pour établir un lien avec votre public et augmenter l'engagement grâce à des campagnes d'e-mails créatives. Avec des boîtes mail qui se remplissent rapidement, vos e-mails doivent se démarquer pour capter l'attention de vos clients et les inciter à agir. Concevoir un e-mail festif qui attire l'attention tout en restant fidèle à votre marque peut représenter un véritable défi.
Pour vous aider à concevoir la campagne d'e-mail idéale pour les fêtes, nous avons mis au point une liste des éléments essentiels de design, qui rendront non seulement vos e-mails attractifs mais augmenteront également vos chances de transformer vos abonnés en clients fidèles.

N'hésitez pas à poser vos questions à Community et nous serons heureux d'y répondre. Restez connectés pour toutes les nouveautés Zoho et plus encore.

Pour accéder aux éditions précédentes, 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

                                                                                                          • SalesIQとPageSenseの利用について

                                                                                                            初めての投稿で場違いだったらすいません。 弊社ではSalesIQを運用しているのですが、追加でPageSenseの導入もしたいと現場からの声があります。 両サービスともクッキー同意バナーが必要なサービスなのですが 弊社では同意無しに情報はとりませんという方針なので 2つ入れると2つバナーを出す必要がでてきます・・・ 両サービスを運用されてる方があれば運用状況とか教えてほしいです。 PageSenseについては詳細まで機能を理解してないなかでの質問です。
                                                                                                          • How to integrate Zoho Forms with Zoho CRM on Standard Plan

                                                                                                            Hello Zoho Support Team, I am using the Standard Zoho Forms plan (USD 30/user) and I would like to integrate Zoho Forms with Zoho CRM so that certain fields in my forms can be automatically prefilled using data from Deals in CRM. Specifically, I want
                                                                                                          • Export PDF File Name

                                                                                                            Is it possible to change the default Zoho .pdf naming scheme for inventory items like quotations? Would like to use the the Subject as the default quote name. Is this possible?
                                                                                                          • How to change the from address from 'no reply' for an email template in CRM

                                                                                                            Hi, We have our CRM set up with the from field as sales@XXX. I have just created a series of email templates and sent a test and they are sending from noreply@zoho I have tried searching for how to change the email template but don't have the options
                                                                                                          • Zoho CRM Client Script - SetCriteria in lookup Field

                                                                                                            Hello All One More Zoho CRM Client Script Tips & Trick. Now you can Set the Criteria on Your lookup in zoho CRM, It Comes With a Create Page, Edit Page, and Details Page (Standard). Example:- We have a Room Module that includes Room Name, Status, Campus,
                                                                                                          • Kaizen #71 - Client Script ZDKs for Detail (Canvas) Page

                                                                                                            Hello everyone! Welcome back to another interesting Kaizen post. In this post, we can discuss Client Script ZDKs support for Detail (Canvas) Page. What is Detail (Canvas) Page? A Detail(Canvas) Page allows you to customize the record detail page to your
                                                                                                          • Zoho Reports Duplicating Entries

                                                                                                            I have a custom costing tab with a table where we entre invoices. These are under a Heading (PO Subject) and notes added in the form with different line items. In the reports, I have organised the report to group per PO Subject, with the total of the
                                                                                                          • Validation Rule Not Working for Mandatory Field in Zoho Blueprint

                                                                                                            As a Zoho user, we created a validation rule for a specific field. However, we noticed that when we made the same field mandatory within a Blueprint, the validation rule we defined did not work. When we reported this issue to Zoho Support, they stated
                                                                                                          • Notes Issues

                                                                                                            Been having issues with Notes in the CRM. Yesterday it wasn't showing the notes, but it got resolved after a few minutes., Now I have been having a hard time saving notes the whole day. Notes can't be saved by the save button. it's grayed out or not grayed
                                                                                                          • Export from Contacts module to Products module in Zoho CRM

                                                                                                            Good afternoon, I would like to send a number of contact info from the Contacts module into the customized module (tickets to an event) in one operation. I have selected several contacts in the Contact module (people who I have labelled as people I want
                                                                                                          • Can’t receive emailI c

                                                                                                            I have generated a basic for but when I submit it I don’t get a email, I’ve been in the settings and tested me email, all appears correct, can you please help me
                                                                                                          • Data Capture for Historical Activity (Especially One Lead Downloading Variois reports without Overwriting the info)

                                                                                                            Is there a better way in Zoho CRM to capture and archive a lead’s historical activity—specifically whenever they download reports—so that the data is stored without being overwritten?”
                                                                                                          • Client Script - Updating Field Value in Detail Page of a Lead

                                                                                                            Hello, I'm trying to use Client Script To enrich some data of the Lead when one of my User fill the "City" field in the detail page of the Lead. This is my Script: log (value); var response = ZDK.Apps.CRM.Functions.execute("getInfoCitta", { "nomeCitta":
                                                                                                          • Auto shapes in Zoho sheet.

                                                                                                            Does Zoho sheet supports inserting auto shapes (rectangle, circle...). I did not see any option to do so.  If its not supported currently, is there any plans on bring in this features. Any timelines ?
                                                                                                          • I Can't Clone Webinar that I Co-Organize

                                                                                                            How do i get our account admin to give me permission to clone our webinars? I am a co-organizer
                                                                                                          • How to get the call recording external ID via desk API

                                                                                                            I have enabled phonbridge integration with Zoom Call. I am trying to access the call recording in Zoom by calling Zoom API. I have built a Desk workflow to trigger on a new call, to call a custom function. when calling the API, the response doesn't contain
                                                                                                          • Can't View Project Names in Mobile App

                                                                                                            I can't view project names on PO's in the app, nor can I add that as a viewable PDF field in inventory on the computer. I've attached screenshots showing that in the mobile version whether you are on the PO, editing the PO, or viewing the PO line items,
                                                                                                          • How do you print a refund check to customer?

                                                                                                            Maybe this is a dumb question, but how does anyone print a refund check to a customer? We cant find anywhere to either just print a check and pick a customer, or where to do so from a credit note.
                                                                                                          • Notebook

                                                                                                            I have purchased the monthly pro subscription of Notebook. But it does not support my XP-Pen to write something in it. So it is not useful to me. Hence I am requesting you to help me to discontinue this subscription.
                                                                                                          • Domain Mapping & Image Publishing Issues on Zoho Sites

                                                                                                            Hello, I am facing two issues with my Zoho Sites account: 1. Images not visible after publishing. 2. Domain mapping error: "Domain already exists". I am a paid customer. Please connect me with Live Chat Support or Zoho Assist so I can show my issue
                                                                                                          • Prevent duplicate with custom fields?

                                                                                                            I was wondering something about custom field/custom modules in Zoho Desk. For some reason you can make a custom field mandatory but not unique? For example, if I create a custom module to manage equipment and renewal and make a field serial number no
                                                                                                          • Generate leads from instagram

                                                                                                            hello i have question. If connect instagram using zoho social, it is possible to get lead from instagram? example if someone send me direct message or comment on my post and then they generate to lead
                                                                                                          • Where is the desktop app for Zoho Projects???

                                                                                                            As a project manager, I need a desktop app for the projects I manage. Yes, there's the web app, which is AWESOME for cross browser and platform compatibility... but I need a real desktop app for Projects that allow me to enter offline information where
                                                                                                          • How to Automate Monthly PDF Reports with Filters in Zoho Creator

                                                                                                            Hi everyone, I’m trying to build an automated monthly reporting process in Zoho Creator and would appreciate suggestions or best practices from anyone who has done something similar. What I’m trying to do: I have a form called New_Customer with fields
                                                                                                          • Feedback: Streamlining Note Management in Zoho Notebook

                                                                                                            Dear Team/Support, I would like to share some feedback regarding the note management system that could help improve usability and accessibility for users like myself. Notebook 1 (screenshot attached): Currently, the system does not allow selecting and
                                                                                                          • showing Limit exceeded

                                                                                                            Good afternoon...trust you're good. I've been having issues working with but it's not responding. it's showing Limit exceeded, sorry it seems like too many people are working on the sheet right now please try again later. meanwhile no one is working on
                                                                                                          • Sorting columns in Zoho Projects

                                                                                                            Hi, In project management best practice, sorting columns (ascending, descending) is an important tool. Sorting dates to see the order of tasks starting, sorting on priority or even on planned hours is a must for an efficient project control. Currently,
                                                                                                          • Upload API

                                                                                                            I'm trying to use the Upload API to upload some images and attach them to comments (https://desk.zoho.com/DeskAPIDocument#Uploads#Uploads_Uploadfile) - however I can only ever get a 401 or bad request back. I'm using an OAuth token with the Desk.tickets.ALL
                                                                                                          • Losing description after merging tickets

                                                                                                            Hello, We merge tickets when they are about the same topic from the same client. It happens sometimes. We recently noticed that after the merger only the description from the master ticket is left in a thread. And the slave-ticket description is erased.
                                                                                                          • update linked contacts when update happens in account

                                                                                                            Hi, I have a custom field called Licence in the Accounts module. When someone buys a licence, I’d like to update a custom field in the related Contacts. How can I achieve this? I noticed that workflows triggered on Accounts only allow me to update fields
                                                                                                          • Problem Management Module

                                                                                                            I am looking for a Problem Management module within Zoho Desk. I saw in some training videos that this is available, and some even provided an annual price for it. I want an official confirmation on whether this is indeed available. This is not a particularly
                                                                                                          • Unable to explore desk.zoho.com

                                                                                                            Greetings, I have an account with zoho which already has a survey subscription. I would like to explore desk.zoho.com, but when I visit it while logged in (https://desk.zoho.com/agent?action=CreatePortal) I just get a blank page. I have tried different
                                                                                                          • Offline support for mobile app

                                                                                                            Accessing your files and folders from your mobile devices is now quicker and simpler, thanks to the power of offline support. Whether on an Android or iOS device, you can use the Offline function to save files and folders, so you can review them even
                                                                                                          • Zoho Desk KB article embedded on another site.

                                                                                                            We embed KB articles from Zoho Desk on another site (our application). When opening the article in a new tab, there is no issue, but if we choose lightbox, we are getting an error "To protect your security, help.ourdomain.com will not allow Firefox to
                                                                                                          • List of packaged components and if they are upgradable

                                                                                                            Hello, In reference to the article Components and Packaging in Zoho Vertical Studio, can you provide an overview of what these are. Can you also please provide a list of of components that are considered Packaged and also whether they are Upgradable?
                                                                                                          • Does Attari Messaging app have Bot option and APIB

                                                                                                            Hi, Does Attari also have Bot and API as we use in WhatsApp??
                                                                                                          • How to add application logo

                                                                                                            I'm creating an application which i do not want it to show my organization logo so i have changed the setting but i cannot find where to upload/select the logo i wish to use for my application. I have seen something online about using Deluge and writing
                                                                                                          • Zoho Analytics Regex Support

                                                                                                            When can we expect full regex support in Zoho Analytics SQL such as REGEXP_REPLACE? Sometimes I need to clean the data and using regex functions is the easiest way to achieve this.
                                                                                                          • Change of Blog Author

                                                                                                            Hi, I am creating the blog post on behalf of my colleague. When I publish the post, it is showing my name as author of the post which is not intended and needs to be changed to my colleague's name. How can I change the name of the author in the blogs?? Thanks, Ramanan
                                                                                                          • how to differentiate if whatsapp comes from certain landing page?

                                                                                                            I create a Zobot in SalesIQ to create a Whatsapp bot to capture the lead. I have 2 landing pages, one is SEO optimized and the other want is optimized for leads comes from Google Ads. I want to know from which landing page this lead came through WhatsApp
                                                                                                          • Next Page