Zoho France en 2021 : rétrospective de nos contenus

Zoho France en 2021 : rétrospective de nos contenus



Bonjour à tous, chers utilisateurs ! 

2021 a été pour Zoho France une année riche en contenu pour offrir à ses utilisateurs le plus d'informations quant à ses produits et tendances du marché dans la langue de Molière. Sous divers formats, pour diverses optiques, nous espérons qu'ils vous auront aidés au cours de cette année. L'occasion aussi de les découvrir si vous êtes passés à côté :

Zoho One

Claire et Kinjal se sont affairées à doter Zoho One de sa page ressources en français.
Et ce n'est pas que la page mais bien toutes les ressources répertoriées qui sont dans la langue de Molière, à savoir :
- Les guides Zoho One : Claire a pris la plume pour vous faire découvrir à travers ces guides comment suivre tout un process en utilisant les différentes applications à disposition dans votre compte Zoho One.
Exemple : "de l'appel au deal" pour utiliser la téléphonie intégré, le CRM et la facturation client, ou "de prospect à client" pour utiliser et intégrer les différentes applications de marketing, ventes, finances, et bureautique. 

- Le guide d'installation du panneau administrateur Zoho One : une série de vidéos pour configurer pas-à-pas les différents onglets du panneau administrateur.

- La série de webinaires sur comment digitaliser son entreprise avec les différentes applications Zoho One : pourquoi, comment, simplement. 21 webinaires en français sont à votre disposition pour découvrir ou redécouvrir les applications disponibles dans votre abonnement, présentés par Claire et Kinjal, en collaboration avec nos partenaires.
La page des webinaires ou la playlist sur Youtube


- Le lancement de Zoho One 21 : nouvelle interface, nouveaux services et nouvelles fonctionnalités. Nous avons fait un live pour un aperçu tous ensemble de ce nouveau Zoho One et de ce qui nous a conduits à procéder à cette évolution.
Retrouvez le replay ici :


Zoho CRM


Il est important de rester à la page ainsi qu'à l'écoute du marché, c'est pourquoi nous avions commencé l'année 2021 par un webinaire sur les tendances de l'expérience client, présenté par Thomas et à retrouver ici.

Comment ne pas mentionner Zoho Canvas, l'ultime amélioration de Zoho CRM sortie au deuxième semestre de cette année ? Le webinaire de découverte en français par notre infatigable Thomas.
Ainsi que le tutoriel


Nous avons également mis à l'honneur nos clients car qui mieux que vous peut parler de nos produits ? Découvrez les témoignages de ManoMano et de Planity qui croissent avec l'aide de notre Zoho CRM.
Découvrir le témoignage de ManoMano 

Zoho Desk


Grâce à Florence, notre outil de support s'est doté de sa page de première configuration pour vous guider manière simple et lisible : https://www.zoho.com/fr/desk/helpdesk-setup.html

Non content de présenter son premier témoignage client français avec Velsya : https://www.zoho.com/fr/desk/customers/velsya.html

En outre, le fil de discussion sur Zoho Community avec son lot de trucs et astuces bat son plein : https://help.zoho.com/portal/en/community/zoho-community-france/zoho-desk

Zoho Community France

Justement, Zoho Community France, qu'est-ce que c'est ? Normalement, et si vous êtes un habitué de ce forum, vous savez ! Pour les autres qui arriveraient sur ce lien par un moyen ou un autre, c'est le forum de discussion pour les utilisateurs francophones de Zoho qui a vu le jour cette année ! Car Zoho sans ses utilisateurs ne serait pas grand chose. Zoho, c'est aussi vous. C'est pourquoi nous postons régulièrement sur ce forum quant aux produits et vous invitons à échanger, nous faire part de vos propres trucs et astuces et conseils d'utilisation.

Si Florence vous gâte de ses articles sur Desk comme vu plus haut, Kinjal n'est pas en reste avec le fil sur Zoho One.

Les meetups :

Les meetups sont des rencontres utilisateurs en plus ou moins petits comités : l'objectif est d'échanger sur nos expériences et bonnes pratiques autour des produits Zoho. Nous en avons tenus cette année, en ligne, sur Zoho CRM ainsi que sur la prise en main de Zoho One.
Nous vous informons au fur et à mesure de l'année des meetups que nous lançons : soyez alertes en 2022, notamment sur nos réseaux !

Hors les murs

La chaîne Youtube Zoho France a été créée et vous avez été au rendez-vous ! Vous êtes à ce jour plus de 340 à nous suivre et à voir et revoir toutes nos vidéos, des webinaires aux témoignages en passant par nos vidéos tendances et nouveautés !


Le compte LinkedIn de Zoho France n'est pas en reste : 840 abonnés ! Vous êtes incroyables !


Nous sommes vraiment fiers de pouvoir vous fournir un contenu français de plus en plus consolidé, et comptons sur vous pour nous faire part de vos envies, tant en termes de contenu que de formats ! L'espace commentaire est là juste en dessous, n'hésitez pas ;)


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

                                                                                                              • Start Workflow from Deluge Script

                                                                                                                I have developed a customized process from our CRM that leverages a deluge script to create a statement of work document. Once the document has been created via the merge and store function, I would like the ability to start a workdrive review & approve
                                                                                                              • Request for Auto PO - Min–Max based Automated Purchase Feature

                                                                                                                Dear Zoho POS Team, I’m writing to request a feature enhancement that would significantly streamline inventory management for businesses using Zoho POS — particularly supermarkets, FMCG retail, and multi-store operations like ours. Feature Requested:
                                                                                                              • Masters in UK – Experiences, Universities, and Career Outcomes

                                                                                                                This forum discussion is for students who are planning or considering a Masters in UK and want to gain practical insights beyond official university websites. The UK attracts international students due to its globally recognized universities, diverse
                                                                                                              • Export your notes from Notebook!

                                                                                                                Dear users, The long awaited feature is now live. Yes, you can now export your notes from Notebook app in bulk. But the feature has just started with web app alone for now. You can try the export feature as mentioned below: Go to our web app, https://notebook.zoho.com Go to 'Settings' > 'Export' Now, select the format: You can select either ZNote or HTML Once done, you can use the same to import or can have this a local backup of your notes. Note: Export for other platforms are in development and
                                                                                                              • Prepopulating Fields

                                                                                                                Hello, I have a form (Assets) with 2 lookup fields: Client (from Clients) Site (from Client Sites) I modified the code (highlighted in red below), so the Site dropdown shows the list of sites related to the Client. must have Client_Site ( type = picklist
                                                                                                              • Unable to sort as Descending order

                                                                                                                Trying to change the sort order for a lookup field (checkboxes) from Ascending to Descending and keep getting an error in Deluge that the order must be Ascending Did anyone ran into this? Thanks Eyal
                                                                                                              • Export 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 opportunities
                                                                                                              • Can I change the format of the buttons in the email templates?

                                                                                                                Hi all! We have been working hard trying to brand our email templates, and have some way to go yet. One of the things we can't seem to edit is the green ${Cases.CUSTOMER_PORTAL_BUTTON} button and the font of the View Ticket text. Is there any way of doing
                                                                                                              • issue with deluge script

                                                                                                                i used chat gpt to build this script and I am getting 2 errors which I cannot figure out how to fix: void monthly_sales_order_generation() { try { // ---------------- CONFIG ------------------- analytics_url_1 = "https://analytics.zoho.com/api/<workspaceID>/report/<reportID1>/data";
                                                                                                              • Introducing LinkedIn Apply Connect for Zoho Recruit

                                                                                                                Attract up to 3x more qualified candidates and hire more efficiently with LinkedIn Apply Connect. Let candidates fill-in job applications without any redirections, gain deeper insights with applicant highlights within Zoho Recruit, and keep candidates
                                                                                                              • Recruit paid support?

                                                                                                                Hi all, Could anyone who has paid support package advise if it provides value for money with regards to support response times? Exploring the idea as unfortunately when we have faced issues with Recruit it has been a 7+ day timescale from reporting to
                                                                                                              • Introducing Dedicated Modules for Plans, Addons, and Coupons in Zoho Billing

                                                                                                                We’ve enhanced the way you manage Plans, Addons, and Coupons in Zoho Billing. Previously, all three grouped together under Subscription Items. Now, each one has its own dedicated module, giving you a cleaner and more intuitive experience. This update
                                                                                                              • Ticket Status email

                                                                                                                Good day, This was discussed in the past, but it would be helpful if we could have the system assign a custom response to a status. We have various statuses for tickets, e.g. "closed due to no response", or "Pending Status", it would be helpful for the
                                                                                                              • Customer ticket creation via Microsoft Teams

                                                                                                                Hi all, I'm looking to see if someone could point me in the right direction. I'd love to make it so my customers/ end users can make tickets, see responses and respond within microsoft teams. As Admin and an Agent i've installed the zoho assist app within
                                                                                                              • Holidays

                                                                                                                Hi; For defining Holidays, you need to add logic to handle the year as well as the month & day. We need to be able to enter Holidays for the next year. I need to add a holiday for January 2, 2017, but I can't until January 1st, which is a Sunday and we
                                                                                                              • Can I use a Standalone CRM Function as the Callback URL For Async Export Data API?

                                                                                                                I am creating an export job using this API https://www.zoho.com/analytics/api/v2/bulk-api/export-data-async/create-export/view-id.html There is a "callbackUrl" key in the CONFIG object. I tried copying the URL for a standalone function in CRM which can
                                                                                                              • Future Orders - Due Date

                                                                                                                Hi In my role, I can receive tickets where the work required is requested months in advance. Using a Future Orders option, which I believe was setup under the On Hold status type, hides the Due Date, in all views/ticket etc. Whilst I understand the reasoning
                                                                                                              • Introducing Withdrawal Reasons for Offers

                                                                                                                We’re excited to introduce a new enhancement to the Offer module that brings more clarity and accountability to every withdrawn offer. The Withdrawal Reason update ensures that each withdrawal — manual or automatic — is backed by a clear explanation,
                                                                                                              • Zoho Creator customer portal users

                                                                                                                Hi, I'm in a Zoho One subscription with our company. I'm running a project now that involves creating a Zoho Creater application and using the Zoho Creator Customer Portal.  At most we need 25 customer portal users. In our Zoho One plan we only get 3
                                                                                                              • GPS tracking only or Check out facility

                                                                                                                Dear Team, Zoho CRM is quite robust CRM but till date i was waiting for the feature of having GPS tracking of Sales employees which is a common demand by all customers for thier field sales executives. We cover them by saying that CRM provides Checkin
                                                                                                              • HTML Tags added to Reports with Notes

                                                                                                                Recently Zoho added the ability to markup text within notes. That way, users can change font size, colors, etc. It's a great change. However, since the change, reports that include a column for "Note Content" are printing HTML tags within the report.
                                                                                                              • In App Auto Refresh/Update Features

                                                                                                                Hi,    I am trying to use Zoho Creator for Restaurant management. While using the android apps, I reliased the apps would not auto refresh if there is new entries i.e new kitchen order ticket (KOT) from other users.   The apps does received notification but would not auto refresh, users required to refresh the apps manually in order to see the new KOT in the apps.    I am wondering why this features is not implemented? Or is this feature being considered to be implemented in the future? With the
                                                                                                              • Appraisals on Employee Information Profile

                                                                                                                Is it possible to show completed appraisals on each employee's "Employee Information" page? I would presume at the bottom - similar to the "Related Lists" concept in Zoho CRM. Obviously view access would be limited to employee and appropriate other roles
                                                                                                              • AI Interview Insights: Turn Recorded Interviews into Quick Transcripts & Summaries

                                                                                                                Evaluating interviews shouldn’t require replaying long recordings or taking manual notes. With AI Interview Insights, you can now review complete transcripts and AI-generated summaries of your One-way (Recorded) interviews right inside Zoho Recruit. This
                                                                                                              • Kaizen #220: Actions API - Webhooks APIs - Part 2

                                                                                                                Hello all!! Welcome back to the follow-up Kaizen post of Kaizen #219: Actions API - Webhooks APIs - Part 1. In the previous week, we covered how to configure a basic Webhook and how to include Headers, Body, and URL Parameters using both the POST Webhook
                                                                                                              • Standard Payment Term is not pulled from account to quotation

                                                                                                                Hey Team There seems to be something off. I do have "Net 30" as my default payment term in Zoho Books for my customers. If, from the customer overview or quote section, I create a new Quotation, the payment terms field stays blank and doesn't get the
                                                                                                              • Canva Integration

                                                                                                                Hello! As many marketing departments are streamlining their teams, many have begun utilizing Canva for all design mockups and approvals prior to its integration into Marketing automation software. While Zoho Social has this integration already accomplished,
                                                                                                              • Manage your invoices from Bigin's mobile app (iOS)

                                                                                                                Hello everyone! We're happy to announce that users can now integrate Zoho Books with the latest version of Bigin's iOS app. Zoho Books can be integrated with Bigin only via the web application. Users can view the Zoho Books tab in the detail pages of
                                                                                                              • HubSpot CRM to Zoho Creator Integration

                                                                                                                I'm trying to create an integration between HubSpot CRM and Zoho Creator with HubSpot being the push source (if a contact is created or updated in HubSpot, it pushes the information to Zoho Creator). I have two questions: 1- Is it best to use Zoho Flow
                                                                                                              • Systematic SPF alignment issues with Zoho subdomains

                                                                                                                Analysis Period: August 19 - September 1, 2025 PROBLEM SUMMARY Multiple Zoho services are causing systematic SPF authentication failures in DMARC reports from major email providers (Google, Microsoft, Zoho). While emails are successfully delivered due
                                                                                                              • Accessibility controls and multilingual captcha authorization for Help Center users ​

                                                                                                                Hello everyone, As part of our ongoing effort to improve user experience, we are excited about the accessibility controls and predefined accessibility personas added in the Help Center, similar to what is already available in Zoho Desk. Help Center users
                                                                                                              • Gain control over record sharing with portal users through our new enhancement: criteria-based data exposure

                                                                                                                Dear Customers, We hope you're well! Portals is a self-service avenue through which your clients can access and manage their direct and related data in Zoho CRM. This empowers them to be more independent and enables them to experience a sense of transparency
                                                                                                              • Zoho Sign + Zoho CRM : la solution pour simplifier vos accords de vente

                                                                                                                La conclusion d’un contrat de vente nécessite de nombreuses étapes : préparation de documents, validations successives et collecte des signatures. Les équipes commerciales passent souvent par plusieurs cycles de collaboration et de révision, tout en assurant
                                                                                                              • Zoho Desk Limitations

                                                                                                                Good day, all, I would like to know whether others share my frustration with some of Zoho's limitations. Don't get me wrong, I like Desk (and I also have a subscription for Analytics), I have been with them for close to 10 years, and unfortunately, I
                                                                                                              • Item/service subtotal

                                                                                                                Just discovered & really pleased that we can drag to re-order the line items in Sales orders & Invoices, a very nice feature which doesn't seem to be documented? It would be nice to be able to insert a subtotal as a line item to complete this great feature
                                                                                                              • Converting Sales Order to Purchase Order

                                                                                                                Hi All, Firstly, this code works to convert a sales order(SO) to a purchase order (PO) via a button, however I am running into an issue when I convert the SO where the values from the line items are not pulled across from the SO to the PO. The ones in
                                                                                                              • how to Solve Conflict Invoices in Zoho POS

                                                                                                                Hello Team, I am facing a repeated issue in Zoho POS while saving a sale that contains service-based items. My products are intentionally created as Service (Non-Inventory) items because I do not want to track stock for them. However, every time I try
                                                                                                              • All new Address Field in Zoho CRM: maintain structured and accurate address inputs

                                                                                                                The address field will be available exclusively for IN DC users. We'll keep you updated on the DC-specific rollout soon. It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition. Latest update
                                                                                                              • Copy, Paste, Highlighted text

                                                                                                                when i copy paste text it gets highlighted. Fix this.  WTF is with this black highlight ? Fix copy pasting. Some people pay for using this mail service. 
                                                                                                              • Pricing Strategies: #6 Common Mistakes while Configuring Pricing

                                                                                                                "Why does this month's billing feel messy again?" That was the exact line Priya muttered while staring at the spreadsheet full of edited pricing, one-off discounts and mismatched subscription details. Her business was growing, but the pricing machine
                                                                                                              • Next Page