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

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



Chers utilisateurs,
Faisons le point sur les temps forts du mois d'octobre au sein de notre Community Zoho France.
  1. Partager des informations sensibles, comme des mots de passe, peut vite devenir compliqué et risqué. Les données circulent par email ou chat, se perdent ou s’exposent involontairement. Zoho Vault Secure Forms simplifie ce processus grâce à des formulaires chiffrés permettant de collecter et stocker les données confidentielles directement dans Zoho Vault. Ainsi, les entreprises disposent d’une solution à la fois sécurisée, pratique et centralisée pour gérer vos informations sensibles en toute sérénité.
  2. Dans les entreprises de services, la vente n’est que le début du parcours client. Une fois la transaction conclue, la qualité de l’installation, de la maintenance ou du support façonne la perception de la marque. Pourtant, le manque de coordination entre les équipes commerciales et de service crée souvent des incohérences : informations contradictoires, suivi défaillant, manque de contexte. De ce fait, cette déconnexion nuit directement à l’efficacité opérationnelle et à la satisfaction client. Ce lien est désormais établi. L’intégration entre Zoho CRM et Zoho FSM ne connecte pas simplement des systèmes, elle connecte les équipes, les processus et les résultats. Elle assure qu’après la conclusion d’une vente, le processus de gestion des services sur le terrain démarre automatiquement, assurant que les engagements pris par le commercial soient respectés par l’équipe de terrain.

  3. Zia, l’assistant IA de Zoho Writer, va au-delà de la simple aide à la rédaction. En plus d’offrir la correction en temps réel, des suggestions contextuelles et la détection du plagiat, elle peut désormais créer des modèles et générer automatiquement des documents professionnels complets, facilitant ainsi la production de contenus de qualité.
Et enfin nous avons le plaisir d’annoncer que la Zoho Community Meetup (édition française) fera étape en novembre dans deux villes : Toulouse et Lyon.
Découvrez tous les détails et inscrivez-vous via ce lien.

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

                                                                                              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

                                                                                                              • Sent mail sort by date disappeared

                                                                                                                Hello, We used to be able to sort the emails by date in the sent folder, but this feature has recently disappeared. Can we bring it back?
                                                                                                              • Sync desktop folders instantly with WorkDrive TrueSync (Beta)

                                                                                                                Keeping your important files backed up and accessible has never been easier! With WorkDrive desktop app (TrueSync), you can now automatically sync specific desktop folders to WorkDrive Web, ensuring seamless, real-time updates across devices. Important:
                                                                                                              • [Integration Edition] Deluge Learning Series – Custom API with Deluge | November 2025

                                                                                                                We’re excited to conclude this four-month Integration Edition of the Deluge Learning Series: Session 1 – Integrating Zoho Apps with Deluge Using Built-In Integration Tasks Session 2 – Integrating Zoho Apps with Deluge Using invokeURL and invokeAPI Session
                                                                                                              • Customize portal email template

                                                                                                                Can i fetch only first name of the user in portal email template instead of the below code Hi ${User.FULL_NAME}
                                                                                                              • Important update: Enhanced security measures for account operations in Zoho Cliq

                                                                                                                Greetings from the Zoho Cliq team! We’d like to share an important security update that has an influence on some admin actions such as password reset, MFA reset, and MFA backup code generation. What’s changing? With our latest security enhancements, these
                                                                                                              • Automate Backups

                                                                                                                This is a feature request. Consider adding an auto backup feature. Where when you turn it on, it will auto backup on the 15-day schedule. For additional consideration, allow for the export of module data via API calls. Thank you for your consideration.
                                                                                                              • Subform auto populate values

                                                                                                                Hi Team, I’m trying to retrieve values from Zoho People using API functions and dynamically populate them into a subform. For example, I’ve created a form with several fields that users will fill out. Based on their input, I need to fetch records from
                                                                                                              • Reupload and rename from one field to another field (file upload)

                                                                                                                Hi Everyone, Sorry, i have question to use invoke url for rename and reupload attachments file to another field. Tested on development mode. Zoho C6. Refer to https://www.zoho.com/creator/help/api/v2/upload-file.html look my error notification. Does anyone
                                                                                                              • Assign multiple departments to multiple helpcenters

                                                                                                                Hi there! I have a reseller company for a software and I'm using Zoho Desk as my helpcenter and ticket management system. The software is great and I would like to make a suggestion! With multi-branding activated, your departments that visible in help
                                                                                                              • Zoho Desk Training

                                                                                                                Hello, We've had Zoho desk for a while now, but we run into issues occasionally, and I was wondering if there was a customer who currently uses it and really enjoys the functionality, that would be wiling to chat with us?
                                                                                                              • Tips for Organizing Workflows and Improving Team Coordination in Zoho

                                                                                                                Hi everyone, I’m looking for some general advice on how different teams are organizing their daily work within Zoho’s apps. Our team recently expanded, and we’re trying to streamline how tasks, discussions, and documents are shared so everything stays
                                                                                                              • Batch/lot # and Storage bin location

                                                                                                                Hi I want to ask for a feature on Zoho inventory I own a warehouse and I've gone through different management software solutions with no luck until I found Zoho, it has been a game changer for my business with up to the minute information, I'm extremely happy with it. It's almost perfect. And I say Almost because the only thing missing for me (and I'm sure I'm not alone) is the need of being able to identify the lot number of my inventory and where it is located in the warehouse. Due to the nature
                                                                                                              • Prevent user from viewing all records?

                                                                                                                I have a report that is meant to be used by vendors to view only the records that are assigned to them. All the vendor information is stored in a separate application, so I need to call a function to get the current user's ID (not the zoho user ID). The report settings criteria doesn't support using function calls, so instead I'm embedding the report in an html page like this: if (thisapp.Global.CurrentUserIs("Vendor")) {       personID = common.getLoggedInPersonID();       query = "Assigned_Vendor.ID="
                                                                                                              • Series Label in the Legend

                                                                                                                My legend reads 'Series 1' and 'Series 2'. From everything I read online, Zoho is supposed to change the data names if it's formatted correctly. I have the proper labels on the top of the columns and the right range selected. I assume it's something in
                                                                                                              • Zoho Site pages not displaying in iframes

                                                                                                                I simply want to show a Zoho Site page inside an iframe on another non Zoho website. When testing this across many browsers, the iframe content simply does not appear. IE reports that the host does not allow their content to be displayed in iframes. Very disappointing. Is there a way around this please? Here is the URL of the page I would like to appear in an iframe. http://ips-properties-to-rent.zohosites.com
                                                                                                              • Issue with Creator's IF logic

                                                                                                                Hi, I found the following code produces unexpected results: if(-1.0 < 0.0000000) {       info "True"; } else {       info "False"; } if(-1.0 < 0.000000) {       info "True"; } else {       info "False"; } The output returned is: False True However, the
                                                                                                              • Zoho Inventory as connector in Zoho Creator

                                                                                                                Hello, It doesn't appear that Zoho Inventory is one of the many built in connectors in Zoho Creator? I see that there are non-Zoho inventory applications that have built in connectors such as Cin7, which leads me to believe that I'm missing something
                                                                                                              • Send Zoho Forms Link using Zoho CRM Email Templates

                                                                                                                I have set up Zoho Forms and CRM integration to pre-populate data from Zoho CRM to Zoho Forms. The setup is working fine. I have also created an email template in the Zoho CRM deals module to send Zoho forms links. So when I send an email using that template
                                                                                                              • Can I execute two 'functions' when completing a mail merge from CRM?

                                                                                                                Hi, I have set up a mail merge from CRM Deals to a template. I want a copy of this to be saved in Workdrive, and then a copy also saved back into the deal record from which the merge occurred. I can do both independent of each other, and managed to get
                                                                                                              • My go to On Load Client Script - Fast, efficient, and works for ALL profiles; Hides everything except initial fields

                                                                                                                This is my on Load client script that I use for Create pages. I use a modified version for Edit and Display pages which you can create yourself using the same basic structure that I will give you below. First up, the script. Below that will be an explanation
                                                                                                              • CRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive

                                                                                                                Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage files
                                                                                                              • Zoho Books Finance Modules Not Accessible in Zoho CRM Mobile App

                                                                                                                We have integrated Zoho CRM with Zoho Books using the Zoho Finance Suite integration. In the CRM web version, we can see the Finance modules (Estimates/Quotes, Invoices, Sales Orders, Items, Payments) and are able to create invoices and quotes directly
                                                                                                              • Custom Search using HTM+CSS Snippet

                                                                                                                Suppose I wanted to create my own list view using HTML and CSS snippets inside a Page with a custom search input at the top of the list (not the Search snippet). Without Javascript, is there a way to retrieve a user's entry from that search input and
                                                                                                              • 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
                                                                                                              • Mass Update of Lookup Fields not possible

                                                                                                                Hello List I've created a custom field for Leads and Contacts 'Current Campaign'. This is very Handy as I can filter leads and then related them to a campaign. Everything ready, but then I realized that mass update doesn't work for lookup fields... a
                                                                                                              • Zoho CRM Kiosk Upload Files

                                                                                                                Hello all, We are trying out Kiosks at the moment to see where it can fit best in our business. We are still a bit off in the application but lets say we will sort this out. My question is the following - when I create a Kiosk I can add "File Upload"
                                                                                                              • Double opt-in notifications and customizable confirmation messages for your webforms

                                                                                                                Dear CRM Community, We are excited to announce a major upgrade to our Webforms feature. You can now customize the confirmation message shown to your users who double opt-in from your webform and also customize your confirmation emails when they submit
                                                                                                              • Has Anyone successfully integrated Zoho and Sage Intact?

                                                                                                                Hey all, We’re evaluating Zoho One + Sage Intacct and I’m trying to connect with anyone who has actually implemented the two together.Specifically, I’d love to know: -- Which functions you kept in Zoho vs. Intacct (e.g., Product Catalog, AR/AP, invoicing,
                                                                                                              • Introducing Image Upload Field

                                                                                                                Hello everyone, In this post we will discuss about the benefits and usage of the Image upload field. The field is available for standard and custom modules.  Usage: This field can be used to upload a gallery of images to a record and share the record with peers or customers. The record can be made accessible to users outside of Zoho CRM via Portals, where they can upload the necessary images. Preview, editing, and deleting images: The uploaded images can be directly edited and saved from the record
                                                                                                              • Trigger a Workflow Function if an Attachment (Related List) has been added

                                                                                                                Hello, I have a Case Module with a related list which is Attachment. I want to trigger a workflow if I added an attachment. I've seen some topics about this in zoho community that was posted few months ago and based on the answers, there is no trigger
                                                                                                              • Free webinar alert on November 19 - Email driven strategies - Master personality based styles

                                                                                                                Hello Zoho Community! Want to make email management easier, smarter, and more you? We’ve got just the session for you! Join our interactive, game-based webinar to discover how Zoho Mail adapts to your personality and work style. Learn practical hacks,
                                                                                                              • Associate emails from both primary and secondary contacts to deal

                                                                                                                We need to associate emails from multiple contacts to a deal. Please advise how this can be achieved. At present, only emails from primary contacts can be associated. Thanks
                                                                                                              • Subform edits don't appear in parent record timeline?

                                                                                                                Is it possible to have subform edits (like add row/delete row) appear in the Timeline for parent records? A user can edit a record, only edit the subform, and it doesn't appear in the timeline. Is there a workaround or way that we can show when a user
                                                                                                              • AI generated meeting notes associated to Account or Deal

                                                                                                                As our organization works to improve efficiency we are looking for a solution to leverage AI to generate meeting notes and then add those notes to a CRM record such as an Account or Deal. I see Zoho has a Notebook AI offering that talks about the ability
                                                                                                              • due date on cheue

                                                                                                                how to handle cheque in zoho books for customers and vendors including due date
                                                                                                              • Admin asked me for Backend Details when I wanted to verify my ZeptoMail Account

                                                                                                                Please provide the backend details where you will be adding the SMTP/API information of ZeptoMail Who knows what this means?
                                                                                                              • Zoho CRM Portal Field Level Permission Issue

                                                                                                                Hi Support Team, I am using the Zoho CRM Portal and configuring field-level editing permissions. However, we are unable to restrict portal users from editing certain fields. We have created a portal and provided View and Edit (Shared Only) access for
                                                                                                              • WebDAV / FTP / SFTP protocols for syncing

                                                                                                                I believe the Zoho for Desktop app is built using a proprietary protocol. For the growing number of people using services such as odrive to sync multiple accounts from various providers (Google, Dropbox, Box, OneDrive, etc.) it would be really helpful if you implemented standard protocols such as WebDAV / FTP / SFTP so that alternative inc clients can be used.
                                                                                                              • Different MRP / Pricing for same product but different batches

                                                                                                                We often face the following situations where MRP of a particular product changes on every purchase and hence we have to charge the customer accordingly. This can't be solved by Batch tracking as of now so far as I understand Zoho. How do you manage it as of now? 
                                                                                                              • 'Statement of Accounts does not exist' error received, when creating PO using api in Zoho Inventory

                                                                                                                Here is request json -- JSONString = { "date": "2019-09-24", "purchaseorder_number": "PO-6-1", "delivery_date": null, "delivery_org_address_id": 36221200000056XXX, "vendor_id": 362212000000564XXX, "attention": "Testing", "line_items": [{ "unit": "Pieces", "account_id": 36221200000003XXX, "quantity": 1, "item_id": 362212000000049XXX, "tax_type": "", "tax_name": "", "name": "One HD", "purchase_rate": 85, "tax_percentage": 0, "item_total": 85.00, "tax_id": "", "warehouse_id": 362212000000564XXX }] }
                                                                                                              • Next Page