Zoho CRM : de nouveaux modules Tâches, Appels et Réunions !
Ces modifications seront bientôt disponibles pour toutes les entreprises.
Bonjour à tous !
Les activités de vente ont besoin de contexte pour accompagner les commerciaux dans la conclusion d'une l'affaire. C'est pourquoi il est essentiel de capturer toutes les activités et d'en surveiller les résultats, car cela vous permet d'améliorer votre process de vente.
Le module Activités de Zoho CRM vous aide à capturer les tâches, les appels et les réunions en un seul et même endroit. Au fur et à mesure que vos besoins en matière de vente augmentent, vous aurez besoin d'une personnalisation approfondie, de l'automatisation du flux de travail, de l'administration des données, d'intégrations et de rapports détaillés pour les tâches, les appels et les réunions.
Mais plus ces nouvelles fonctionnalités sont ajoutées, plus le module Activités deviendra complexe et inutilisable. S'il est plus simple de continuer à ajouter ces nouvelles options, cela nuira à l'expérience utilisateur. C'est pourquoi nous introduisons de nouveaux onglets pour la gestion des tâches, des appels et des réunions, en supprimant le module Activités à terme.
Bien que ce changement implique quelques changements pour les utilisateurs existants, ils peuvent bénéficier des avantages suivants :
Masquer les modules dont vous n'avez pas besoin en fonction du profil de l'utilisateur.
Un utilisateur peut avoir accès à des modules individuels (Tâches, Appels ou Réunions) en fonction des activités qu'il effectue. Par exemple, vous pouvez masquer le module des tâches pour les représentants commerciaux de votre organisation. Ils peuvent avoir accès uniquement aux modules Appels et Réunions.
Mise à jour ou suppression en masse des enregistrements
Comme les modules Tâches, Appels et Réunions seront répertoriés séparément, vous pourrez activer/désactiver la fonction de mise à jour ou de suppression en masse pour des modules spécifiques.
Contrairement à la configuration précédente, lorsque l'accès à un module était désactivé pour un profil spécifique, les utilisateurs ne pouvaient pas mettre à jour/supprimer en masse des enregistrements dans les autres modules, car les modules Tâches, Appels, Réunions étaient combinés sous Activités.
Créer des rapports associés à une activité de vente spécifique
Les tâches, les appels et les réunions seront répertoriés séparément dans la liste des modules associés du module principal que vous avez sélectionné lors de la création des rapports.
Auparavant, seul le module Activités était répertorié ici et les utilisateurs devaient créer un filtre pour personnaliser le rapport en fonction du type d'activité. Vous pouvez maintenant créer un rapport pour le module Affaires montrant directement les tâches associées à chaque affaire.
Créer des tableaux de bord
Créez des tableaux de bord pour les modules Tâches, Appels et Réunions séparément.
Ajouter des composants à votre page d'accueil
Dans la page d'accueil, les utilisateurs peuvent ajouter des composants personnalisés pour les modules Appels, Réunions et Tâches individuellement.
Ajouter des composants à la vue Canvas
Les composants individuels de liste liée tels que les appels ouverts ou fermés, les réunions ouvertes ou fermées, les tâches ouvertes ou fermées sont disponibles dans la vue Canvas en plus de la liste liée des activités ouvertes ou fermées. Cela vous permet de personnaliser la page de détails de votre enregistrement et d'afficher uniquement les listes liées aux activités que vous suivez.
La liste des activités ouvertes/fermées fait peau neuve.
i. Les activités sont maintenant classées selon le type d'activité.
ii. La liste associée peut être personnalisée pour afficher les champs spécifiques aux modules Tâches, Appels et Réunions.
iii. Les utilisateurs n'ont plus besoin de faire défiler la liste horizontalement pour voir tous les champs de la liste liée. Désormais, les données sont répertoriées sous chaque type d'activité.
Alors, qu'adviendra-t-il du module Activités existant ?
Pour les organisations qui se sont inscrites avant le 10 septembre 2021
Nous conserverons le module Activités et présenterons également les modules Tâches, Appels et Réunions afin que les clients aient suffisamment de temps pour s'adapter aux changements et s'habituer à utiliser ces modules individuellement. À terme, le module Activités sera supprimé (nous annoncerons la date ultérieurement). Vos données ne seront pas perdues et elles seront disponibles dans les modules Tâches, Appels et Réunions. Vous serez informé bien à l'avance de la suppression du module Activités.
Pour les organisations qui se sont inscrites après le 10 septembre 2021
Seuls les modules Tâches, Appels et Réunions seront disponibles. Le module Activités ne sera pas affiché.
Merci de votre attention et bonne journée,
L'équipe Zoho France
L'équipe Zoho France
Access your files securely from anywhere
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
Florence Barbier
Sticky Posts
CRM - Astuce #5 : Effectuer des actions en masses
Bonjour à tous, Au programme du jour : éviter les répétitions grâce à la fonction "en masse". Gagnez du temps sur ces actions simples pour vous concentrez sur votre entreprise. Allez dans le module concerné et cliquer sur les : (...) Suppression enZoho CRM - Il y a du nouveau chez les modèles d'e-mails
Bonjour à tous, Nous sommes ravis d'annoncer que les modèles d'email dans Zoho CRM sont désormais adaptés au design pour tous les ordinateurs et mobiles. Le responsive design désigne une méthode selon laquelle les pages sont conçues pour s'afficherNouveautés Zoho CRM : la page d'accueil et le tableau de bord actualisés !
Bonjour à tous, Nous avons apporté quelques améliorations à la page d'accueil des utilisateurs et à l'onglet Tableau de bord, en voici un aperçu. Des composants supplémentaires dans la page d'accueil pour les nouveaux inscrits : Dans l'onglet Accueil,CRM Blueprint #5: Glossaire
Bonjour à tous, Voici le dernier volet de notre série sur les Blueprints : un glossaire pour comprendre tous les termes nécessaire à l'automatisation de votre process. État : fait référence à chaque étape de votre processus. Par exemple : qualification,CRM : Ajoutez de la couleur à vos balises CRM
Bonjour à tous, Les tags sont des identifiants uniques qui peuvent être associés à différents enregistrements ce qui permet de rechercher, trier, catégoriser, filtrer et segmenter efficacement les enregistrements. Cette nouvelle amélioration a pour but
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
Ship via Carrier Not Working Since Commerce Update
Since the recent update to the Commerce platform, I can no longer use the ship via carrier function. It will take me to the address screen and let me verify them but when I go to save and move tot he next screen it will not do anything. This is happeningautomations: Can I execute a step on a specific date?
I have created a form in Zoho forms, and created a contacts list. I have also begun setting up an automation with the intention of sending the form to the contact list on a specific date every month (via email) for the entire year (essentially sendingZoho Expense - The ability to add detail to a Trip during booking
As an admin, I would like the ability to add more detail to the approved Trips. At present a requestor can add flights, accommodation details and suggest their preferences. It would be great if the exact details of the trip could be added either by theAdding Folders in Android App
Is it possible to create a new email folder within the Zoho Mail Android app? Or can this only be done from the desktop version of Zoho Mail? Cheers!Schedule Exports for Regular Project Updates
Tracking project data often means exporting data at regular intervals. Instead of manually exporting data every time, users can schedule exports for Phases, Tasks, and Tasks in Zoho Projects. These exports can be set to run once, daily, weekly, or monthlyQuestion about custom fields using Pivot Tables.
I have created a pivot table showing annual revenue of a client and how much payment that client is paying my company. Is there a way using pivot table to add an additional field that subtracts those to fields / shows me a percentage of that difference?Request for Light/Dark Mode
Would love the ability to switch between Light and Dark mode similar to Zoho CRM. https://help.zoho.com/portal/en/community/topic/introducing-dark-mode-light-mode-a-new-look-for-your-crmSignature field is showing black
Hello, When customer signed the service form, it is showing as below picture Phone model: iPhone 16 Pro We tried delete and install application, but it not solved. This has on phone of a few person. There is any advice to solve this?Journey Email - Ignored Contacts
I have a journey setup which simply sends a string of emails over time. For some reason I am getting large amounts of the contacts who enter the first email being ignored and I can't find anywhere in reports or audit logs why these contacts are notInvolved account types are not applicable when create journals
{ "journal_date": "2016-01-31", "reference_number": "20160131", "notes": "SimplePay Payroll", "line_items": [{ "account_id": "538624000000035003", "description": "Net Pay", "amount": 26690.09, "debit_or_credit": "credit" }, { "account_id": "538624000000000403", "description": "Gross", "amount": 32000, "debit_or_credit": "debit" }, { "account_id": "538624000000000427", "description": "CPP", "amount": 1295.64, "debit_or_credit": "debit" }, { "account_id": "538624000000000376", "description":Zoho Books - Include Payment Terms as a Custom View filter
It would be great if you could created a custom view based on Payment Terms. This would be really handy for seeing a list of customers who have credit terms. A workaround is not required. I could do something with a creditor checkbox, but it would beHow to update changed purchase account of item in invoice
I have selected the wrong purchase account for various articles and created invoices. I had to adjust the purchase account in the article afterwards, but the old purchase account is still posted in the transaction-journal of the invoice. To adjust theHelp - Zoho CRM notification on mobile (IOS/Android)
Hello Community! Can I get the IOS/Andoid CRM app to notify me of events, calls, etc. due as I can with MANY other apps? I am running the free Zoho I would like this to be native to the Zoho CRM app. I do not want to write a sep. mobile appZoho Books Idea - Include another field in Bank Details for Address
Hi Books team, Currently use the Description field in the Bank Details to store the bank's address. This works fine but it would be great if you could add another field for Bank Address, so that other notes about the bank account could be stored in theReverse payment on accidentally closed invoice.
An invoice was closed accidentally with the full payment added. However, only partial payment was paid. How can I reopen the invoice and reverse this to update it to show partial payment?a question about the COQL API v8
When I specify eight or more values in a WHERE IN clause and execute it, an error occurs. Is there a limit to the number of values that can be specified in a WHERE IN clause? ↓Error select * FROM Vendors WHERE (id in (1, 2, 3, 4, 5, 6, 7, 8, 9)) ↓SuccessZoho Books Idea - Bank Details Button on Banking
Hi Books team, Sometimes I'm asked to share bank details with a customer or a colleague. So I go to the Banking Module, find the correct bank account, click Setting > Edit, then copy and paste the bank details. Wouldn't it be great if there was a buttonJS SDK 8.0 – TypeError: Cannot read properties of undefined (reading 'getCacheStore') with sample code
Hello Zoho Support Team, I’m integrating the Zoho CRM JavaScript SDK v8.0 and I’m getting the error below when running your official sample. I tested directly from: https://github.com/zoho/zohocrm-javascript-sdk-8.0/blob/main/samples/create_records_sample/create_records.jsFunction #55: Convert multiple quotes to single SO using Custom Button
Hello everyone, and welcome back to our series! In Zoho Books, after a quote is accepted by your customer, it can be converted into a sales order or an invoice. Often, a customer might have multiple quotes, and for easier billing or upon the customer'sZoho One - Syncing Merchants and Vendors Between Zoho Expense and Zoho Books
Hi, I'm exploring the features of Zoho One under the trial subscription and have encountered an issue with syncing Merchant information between Zoho Expense and Zoho Books. While utilizing Zoho Expense to capture receipts, I noticed that when I submitRich Text For Notes in Zoho CRM
Hello everyone, As you know, notes are essential for recording information and ensuring smooth communication across your records. With our latest update, you can now use Rich Text formatting to organize and structure your notes more efficiently. By usingTime based workflow without edit/action
Hello I need help solving this problem if possible. We have Deals come into the CRM via Live Transfer which have the field properties: Stage = New Channel = Inbound Some of them don't get answered so we want these to automatically go into our OutboundWhat's New - August 2025 | Zoho Backstage
Every month, Zoho Backstage grows with you. These updates aren't just features and fixes, they're about making your workday smoother, your events more impactful, and your attendees happier. We’ve listened, learned, and shaped this release to keep thingsprevent selling expired items
Hello. I need to make a constraint on expired batch items not to be sold. Is it possible in Zoho Inventory? if so, then how? Thanks for further help.Product details removed during update from other system
We maintain our product details in an other system. These details are synchronized with Zoho at the end of each day, through an API. This has worked perfectly sofar. But last Monday, all product codes and some other product data have been wiped duringClient Customer
I purchased a customer user license, but we cannot see the project I added in the customer account. I would like to ask for support on what we should do.Add Ability to Use Zoho Finance Tags
For Zoho Finance (Books and Inventory), the current actions do not allow us to affect the tags associated with the entities in question (customers, vendors, items, etc.). Please consider adding this functionality into the actions.Embeded Signing doesn't work on Safari Browser
We have implemented Zoho Sign in our website by using embeded signing, It works perfectly on Chrome. But it fails on Safari, We get stuck on Zoho Sign Page during redirection from Zoho Sign to our website after signing the document, Please let us knowDataprep Webhook Limits and Cannot update column with Dataprep
I have two problems : 1 - I am using Airflow to trigger my pipeline, and when I tested it, it worked fine a couple of times. However, after that, I received an error: {"code":429,"message":"Request rate limited"}. I didn’t send too many requests — maybePower of Automation :: Automatic removal of project users once the project status is changed.
A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate complex tasks andNew in Zoho Forms: Google reCAPTCHA v3 for smarter spam protection
Hello form builders, Spam submissions are one of the biggest challenges when you share your forms online. They not only clutter your data but can also waste valuable time. To help you combat this without making life harder for genuine respondents, we’reProject Management Bulletin: August, 2025
We’ve touched a grand 19 years since we started pioneering project management solutions with Zoho Projects. What started as a simple one-page interface is now a suite of products with Zoho BugTracker, Zoho Sprints, and our new debut Zoho Projects Plus,Zoho Sign and Zoho Workdrive Integration
Hello, there. I want to know if it's possible to save a signed document from Zoho Sign in an specific folder for each signer in Zoho Workdrive. For example: If John Doe signs the document in Zoho Sign I want to save it automatically in a folder namedOffice 365 and CRM mail integration: permission required
Has anyone run into this weird problem? My email server is Office 365. When I try to configure Zoho CRM to use this server, a Microsoft popup window opens requesting user and password. After entering that, I get a message in the Microsoft window sayingEmpowered Custom Views: Cross-Module Criteria Now Supported in Zoho CRM
Hello everyone, We’re excited to introduce cross-module criteria support in custom views! Custom views provide personalized perspectives on your data and that you can save for future use. You can share these views with all users or specific individualsHow do you list multiple contacts for a lead?
My sales team wants to be able to add additional contacts for leads, how do we do that? Is there a different way we should be using the lead / contact functionality? Moderation update (9th September 2025): Our developers have built an extension to achieveModifying Three Dot Menu Options
Is there a way to modify the three dot menu options that display in a Report header? They currently display: Show As (List, Calendar, Timeline), Print, Import, Export. I'd like to remove the Show As and Print options, since they aren't applicable forElevate your CX delivery using CommandCenter 2.0: Simplified builder; seamless orchestration
Most businesses want to create memorable customer experiences—but they often find it hard to keep them smooth, especially as they grow. To achieve a state of flow across their processes, teams often stitch together a series of automations using WorkflowField Not Updating in FSM Script - Service and Parts module.
Dear Team, I am reaching out regarding a script I have implemented in Zoho FSM to automate the calculation of the End of Service date based on the End of Sale date in the Service and Parts module. Overview of the script: Fetches the End_of_Sale__C andZadarma + Zoho CRM Integration – Missed Calls Saved as Contacts Instead of Leads
Hello everyone, I’m looking for input from anyone with experience using the Zadarma + Zoho CRM integration. Currently, I’m seeing that missed calls are automatically being created as Contacts instead of Leads. From a CRM perspective, this doesn’t makeNext Page