Desk - Astuce #4 : Personnalisation de la vue Tableau
Bonjour à tous,
Aujourd'hui découvrons la vue en tableau qui affiche les tickets en lignes et en colonnes, comme dans un tableur. Chaque ligne affiche un ticket, et chaque colonne affiche une propriété du ticket (c'est-à-dire un champ). Cela vous permet d'afficher les propriétés des tickets sans avoir à ouvrir la page du ticket. Elle vous permet également de personnaliser ce que vous voyez dans la liste. Par exemple, en ajoutant la colonne "date d'échéance de la réponse" à la vue en tableau, vos agents peuvent décider quels tickets doivent être traités en premier.
Affichage des vues en tableau
Les vues en tableau sont similaires aux vues en liste classique car les agents peuvent voir les tickets en fonction d'un ensemble de critères définis. Il vous suffit donc de passer à la vue en tableau ! Pour ce faire, cliquez sur l'icône Vue classique dans la zone supérieure droite et sélectionnez Table dans le menu déroulant.
Les champs suivants sont ajoutés en tant que colonnes sur la page d'affichage Table :
- ID du ticket
- Sujet
- Nom du contact
- Nom du compte
- Heure de création
- Date d'échéance
- Statut
- Propriétaire du ticket
- Canal
Gestion des colonnes
Les colonnes définissent les champs qui sont affichés dans le tableau pour chaque ticket. Vous pouvez ajouter, supprimer et également trier l'ordre des colonnes dans la vue Table en suivant les étapes ci-dessous :
- Sur la page de la vue Table, cliquez sur l'icône Sélectionner les colonnes
- Dans la fenêtre Sélectionner les colonnes, choisissez les colonnes qui doivent être affichées dans la vue tableau.
- Important : vous pouvez sélectionner un maximum de 15 colonnes pour une vue tableau.
- Après avoir sélectionné les colonnes requises, cliquez sur Enregistrer.
Colonnes supplémentaires
Zoho Desk fournit également quelques colonnes supplémentaires qui peuvent être ajoutées au tableau. Par exemple, la colonne Utilisateur payant indique si le ticket provient d'un client payant. Vous pouvez ajouter cette colonne au tableau pour que les agents sachent qu'ils doivent choisir ce ticket en premier. Voici une liste de champs supplémentaires :
Utilisateur payant
Heure de mise en attente du ticket
Temps de fermeture du ticket
Nombre de fils de discussion
Nombre de commentaires
Temps de réponse du client
Date d'échéance de la réponse
Notes
Voici quelques conseils sur la façon de tirer le meilleur parti des vues de Table :
- Toute personnalisation apportée à une vue de tableau est appliquée à tous les utilisateurs qui partagent cette vue. De même, ces personnalisations n'auront aucun impact sur les vues classiques ou compactes des tickets.
- L'ID du ticket est un champ obligatoire et ne peut être supprimé du tableau.
- Vous ne pouvez pas ajouter de champs multilingues ou de zones de texte au tableau.
- Les vues en tableau sont spécifiques à un département, ce qui signifie que la personnalisation des colonnes dans une vue de liste de tickets ne se reflétera que dans ce département.
N'hésitez pas à nous partager vos astuces en commentaire,
L'équipe Zoho France
Access your files securely from anywhere
Centralize Knowledge. Transform Learning.
All-in-one knowledge management and training platform for your employees and customers.
New to Zoho Recruit?
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Kinjal Lodaya
Sticky Posts
Desk - Astuce #5 : Déplacer les tickets entre les départements
Bonjour à tous, Il n'est pas rare que vos clients créent des tickets dans un département qui n'a pas l'expertise requise pour les traiter. Vous devez transférer ces tickets vers le département concerné, afin qu'ils ne passent pas à travers les maillesZoho Desk - Nouveautés 2023
Bonjour à tous, Comme vous le savez, Zoho cherche en permanence à vous proposer des logiciels complets et au plus proche de vos attentes. C'est pourquoi toute l'équipe Zoho Desk est fière de vous présenter la nouvelle version de votre logiciel de serviceDesk : Le cycle de vie d'un ticket - Introduction
Voici une nouvelle série en 3 chapitres, dans laquelle nous allons vous dévoiler comment Zoho gère l'intégralité de son service client sur Zoho Desk. Zoho compte plus de 60 millions d'utilisateurs à travers le monde et offre plus de 50 différentes solutions.Zoho Desk - Chapitre 1 : Anticipez vos besoins
Bonjour à tous, Continuons notre série de la rentrée et découvrons comment Zoho gère 60 millions de clients grâce à Zoho Desk. Contrairement à ce que l'on peut penser le cycle de vie d'un ticket commence bien avant qu'il arrive dans notre logiciel client.Desk Astuce #6 : Ajouter plusieurs comptes réseaux sociaux
Bonjour à tous, Découvrons dans cet article comment vous pouvez ajouter plusieurs pages d'un meme réseau social dans Zoho Desk. Pour cela suivez les étapes suivantes : Connectez-vous à Zoho Desk avec les privilèges d'administrateur. Cliquez sur les paramètres
New to Zoho TeamInbox?
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
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
You cannot send this campaign as there is no contact in the selected mailing list.
We have synced contact lists and sent campaigns just fine prior to today. Now no matter what list I upload when I go to send the campaign it gives an error "You cannot send this campaign as there is no contact in the selected mailing list." And now itCustom view inconsistencies
Why is "is not" missing from criteria, along with other comparison operators ??? It makes it almost impossible to build required custom views, I don't want "void" invoices listed & why on earth would "Void" invoices be showing when the criteria includesPivot Report Formula - using a today() variable
Is it possible for me to use a value of today() in a formula on a pivot table? I'm trying to identify where the end date of a project is greater than the current date if("10. Projects (Zoho Projects).End Date" > today(), 'Yes', 'No') I get the error thatCannot connect IMAP to outlook
Hello I have followed the instructions to connect my zoho account to Outlook IMAP but get this message: Session Id: bba118fb-151c-824f-9512-3ad1e91b109d Timestamp: 1708976566964 Error code: INVALIDCREDENTIALS INTERACTIONREQUIRED I'm using the exact configerationDepartment Overview by Modified Time
We are trying to create visuals to show the work our agents do in Zoho Desk. Using Zoho Analytics how can we create a Department Overview per modified time and not ticket created time? In order for us to get an accurate view of the work our agents areWhere is the settings option in zoho writer?
hi, my zoho writer on windows has menu fonts too large. where do i find the settings to change this option? my screen resolution is correct and other apps/softwares in windows have no issues. regardsEnhance Sign CRM integration
Hello all, I'm working on a custom Deluge script to enhance the integration between Zoho CRM and Sign by using a writer merge template for additional flexibility. I want to replicate the post-sign document integration that exists between CRM and SignZoho Workdrive download was block by security software
Hi Team, Recently workdrive download was blocked by huorong security. Could you please advise how to put zoho workdrive as white list? every time we put "*.zohoexternal.com" or "workdrive.zohoexternal.com", the warning msg will still pop in next dowChoosing a portal option and the "Unified customer portal"?
I am trialling Zoho to replace various existing systems, one of which is a customer portal. Our portal allows clients to add and edit bookings, complete forms, manage their subscriptions and edit some CRM info. I am trying to understand how I might bestGeneral feedback
I think Zoho is at the moment (potentially) the best, or perhaps the only, real online solution, for business, and not just business. Surely the only one that has all the features that I need (and I've probably tried everything, at least all that has a cost-free option). It has still got lots of bugs and imperfect features, so I do hope it keeps developing and becomes a really professional platform. Lots of people (including me) want to use such one platform for all scheduling/mail/note-taking...How to add SSL to Short URL custom domain?
Hi, I've added a custom domain the the URL Shortener Domains. It's creating the short URL fine, but when clicking through, firstly I get an SSL warning, then a 400 Bad Request warning.Single Portal for Multiple Apps
Hello, I'm just getting started with Zoho and I'm very overwhelmed. I am currently using the free trial of Zoho One, but if I can figure it out, I intend to upgrade to the paid version. Zoho One, of course, gives me access to an entire suite of services/applications. One of the things I'd like to do is have a single place for clients (customers?) to log in and view current projects, invoices, contact information, etc. A single login for my clients. A single portal. I've come across documentationAntispam validation failed for your domain in Accounts
I tried adding a domain to zeptomail.zoho.com, but the “add domain” operation failed. The front‑end error reads: “Domain could not be added. Please contact support@zeptomail.com.” The back‑end API returned: ``` { "error": { "code": "TM_3601", "details":CodeX Scripts for Enforcing Custom Project Logic
Every organization has a defined way of executing projects. There are clear expectations around how tasks should move, when projects should progress, and which actions require validation. When these rules are consistently followed, projects remain structuredCancelled appointments still block out timeslot
I haven't had to test this before, but I've just found a problem. I had an appointment in a certain timeslot, and that appointment was cancelled. However, Bookings won't let another appointment be booked in that slot - it makes that time unavailable untilPreventing Group Emails From Being Sent to Group Member Personal Mail
We have a group setup for a public facing email address. We have streams turned on for this group. Right now when an email is sent to this group email it hits the group stream and also sends a copy of the email to all group members. We'd like to disableUnusual activity detected from this IP. Please try again after some time.
Hello Zoho admin and IT team We are a registered website in Eloctronic services and we been trying to add our users to the zoho system but this issue faced us ,, hope you unlocked us please.On Edit Validation Blueprint
Hello, I have a notes field and a signature field. When the Approve button is clicked, the Signature field will appear and must be filled in. When the Reject button is clicked, the Notes field will appear and must be filled in. Question: Blueprint will¿Puedo migrar mi sitio desde WordPress a Zoho? ¿Zoho admite herramientas con código personalizado?
¡Hola comunidad! Estoy evaluando la posibilidad de migrar mi sitio web https://calculadoradenotas.cl/ desde WordPress a una solución Zoho, y tengo algunas dudas técnicas que espero puedan aclararme. Mi sitio no es solo informativo: es una herramientaHow do I link my invoice to an estimate?
There has been instances where I have created estimates, however, invoices for the same estimate were created independently. The status of these estimates hasn't converted to 'invoiced'.Zoho Books (and other finance suite apps) - Retrospective Linking of Invoice and Sales Orders to Quotes.
In some cases, Quotes and Invoies may be created sperately instead of using the convert feature. In this feature request I am asking for the Finance Suite team to consider adding a lookup field to reference the quote on Invoices and Sales Orders, or someImpossible to import Journal from Freshbooks
I have been trying to import journals from Freshbooks since August 30th. Every time I try to import, I get an error message. I have already made sure every row has a date. First it was saying the account and notes had unexpected input and that every debit/creditZoho Payroll's USA and KSA editions are available in Zoho One!
Greetings! We’re excited to share that Zoho Payroll, currently available only in India and the UAE, is now introducing the KSA (Kingdom of Saudi Arabia) edition and the USA (United States of America) edition, and these editions are now available in ZohoPeppol: Accept Bill (Belgium)
Hi, This topic might help you if you're facing the same in Belgium. We are facing an issue while accepting a supplier bill received by Peppol in Zoho Books. There is a popup with an error message: This bill acceptance could not be completed, so it wasCRM x WorkDrive: We're rolling out the WorkDrive-powered file storage experience for existing users
Release plan: Gradual rollout to customers without file storage add-ons, in this order: 1. Standalone CRM 2. CRM Plus and Zoho One DCs: All | Editions: All Available now for: - Standalone CRM accounts in Free and Standard editions without file storageSubheaders for Sections in forms
Currently, every form section has a field name, which one can choose to show/hide to the end user. It would be great if there was an option to show a SUB-HEADER in addition to a header. It would be useful for explaining to the end user what the sectionConvert invoice from zoho to xml with all details
How to convert an Invoice to XML format with all detailsPrevent subform editing on a module's detail's page
Hi everyone, We would like to prevent any editing of the subform data in the : Create page Edit page Details page (as subform editing is now allowed by the recent UX update) We are able to prevent editing by making the subform fields read only in theExport Invoices to XML file
Namaste! ZOHO suite of Apps is awesome and we as Partner, would like to use and implement the app´s from the Financial suite like ZOHO Invoice, but, in Portugal, we can only use certified Invoice Software and for this reason, we need to develop/customize on top of ZOHO Invoice to create an XML file with specific information and after this, go to the government and certified the software. As soon as we have for example, ZOHO CRM integrated with ZOHO Invoice up and running, our business opportunitiesRefresh frequency
Dear Zoho Team, I really, truly appreciate that Zoho Books gets frequent updates. As a matter of fact this is how a good SaaS company should stay on top. However, I feel that I have to hit refresh almost every day. This was exciting at the beginning butZoho Books | Product updates | January 2026
Hello users, We’ve rolled out new features and enhancements in Zoho Books. From e-filing Form 1099 directly with the IRS to corporation tax support, explore the updates designed to enhance your bookkeeping experience. E-File Form 1099 Directly With theWeekly Tips : Save Time with Saved Search
Let's assume your work requires you to regularly check emails from important clients that have attachments and were sent within a specific time period. Instead of entering the same conditions every time—like sender, date range, and attachments included—youBring real app analytics into Zoho Creator apps with Zoho Apptics
We’re kicking off the year with a release we’ve been looking forward to for a long time. After being in the works for a while, Zoho Creator and Zoho Apptics are now officially integrated, bringing in-depth product analytics directly into the Zoho CreatorDiscontinuing Zoho ShowTime service on May 30, 2026
Hello everyone, As a follow-up to our earlier announcement, we’d like to share an important update regarding Zoho ShowTime’s discontinuation timeline. Zoho ShowTime, our online training platform, reached its end of life on December 31, 2025, and its servicesemailing estimates
Shows up in the customer mail logs as sent but nobody is receiving them, even when I send them to myself I don't get them ??? Something wrong with the mail server or my end ?Ability to CC on a mass email
Ability to CC someone on a mass email.No background for video recordings, no playback speed, can't even playback longer recordings - have to download…
Hi. We utilize heavily video messages on Slack, but wanted to migrate to Cliq with Zoho One, however very basic yet very frequently used feature is missing: backgrounds for video recordings and playback speed. We were not happy with Slack's 5 minute limitsBookings duration - days
Hi team, Is there any way to setup services/bookings that span multiple days? I am using Zoho Bookings for meeting room bookings. Clients may wish to book a room for more than one day, for up to a month. If not, is there a plan to allow services to be setup with durations of Days as well as hours and minutes? Many thanks, Anna.Customer address in Zoho Bookings
Hello, Is it possible to add customer address information to the Zoho bookings appointment screen? Or have it pull that information automatically from the CRM? We are wanting to use this as a field management software but it is difficult to pull the address from multiple sources when it would be ideal to have a clickable address on the appointment screen that opens up the user's maps. It would also be advantageous for the "list view" to show appointment times instead of just duration and bookingFeature Request - Allow Customers To Pick Meeting Duration
Hi Bookings Team, It would be great if there was an option to allow customers to pick a duration based on a max and minimum amount of time defined by me and in increments defined by me. For example, I have some slots which are available for customersNext Page