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.
- 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
Découvrir le témoignage de Planity
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
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
Claire Curaba
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-vousNovembre : 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 vousAoût : 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 pourJuillet : 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 fonctionCommunity 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
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
Zoho Books - Breaking A Working App
We've been using Zoho for many years now. Across all apps, entering phone numbers in standard formats was enabled in all apps. These formats are: xxx.yyy.zzzz xxx-yyy-zzzz (xxx) yyy-zzzz and we were able also to add extension numbers in these formats:using the client script based on the look up filed i wnat to fetch the record details like service number , service rate
based on selected service look up field iwant to fetch the service serial number in the serice form how i achive using client script also how i get the current date in the date field in the on load of the formAutomate pushing Zoho CRM backups into Zoho WorkDrive
Through our Zoho One subscription we have both Zoho CRM and Zoho WorkDrive. We have regular backups setup in Zoho CRM. Once the backup is created, we are notified. Since we want to keep these backups for more than 7 days, we manually download them. TheyMS Teams for daily call operations
Hello all, Our most anticipated and crucial update is finally here! Organizations using Microsoft Teams phone system can now integrate it effectively with Zoho CRM for tasks like dialling numbers and logging calls. We are enhancing our MS Teams functionalityHow to track repeat customers?
I own a food business and every order is entered into Zoho with: a unique Customer ID total order amount date of order With this information, I want to be able to see a list of my "best" customers. In other words, descending lists arranged according to:Address changes in quote form
When entering a quote, the first piece of information required is the Account, which properly populates the billing and shipping address fields. Then I use the lookup function to select a contact, and when I do, the billing and shipping addresses areBuild data protection into your support
At Zoho, privacy is our principle. Every Zoho product is built with privacy as the foundation and the finishing touch, guiding every decision we make. Security, privacy, and compliance are woven into the software development lifecycle, starting from howConditional formatting: before/after "today" not available
When setting conditional formatting, it only allows me to set a specific calendar date when choosing "Before" or "After" conditions. Typing "today" returns the error "Value must be of type date". Is there a workaround? Thanks for any help!Zoho mail account ownership transfer
We recently took over another company and have assumed responsibility for its Zoho account, including Zoho Mail and all related services. We would like to formally transfer ownership of this account to our organization. Could you please outline the completeDisplay Client Name in Zoho Creator Client Portal Dashboard
Hello Zoho Creator Team, We hope you are doing well. Zoho Creator recently introduced the option to set a client’s display name in the Client Portal settings, which is very helpful for providing a personalized portal experience. However, there is currentlyIntroducing Connected Records to bring business context to every aspect of your work in Zoho CRM for Everyone
Hello Everyone, We are excited to unveil phase one of a powerful enhancement to CRM for Everyone - Connected Records, available only in CRM's Nextgen UI. With CRM for Everyone, businesses can onboard all customer-facing teams onto the CRM platform toproject name field issue- n8n
Hey guys, I have a question. I want to create a new product using the workflow. The problem is with the product name field; I don't know how to fill it in. The workflow starts with retrieving information from the leads table, retrieving links to scrapeCustomizable UI components in pages | Theme builder
Anyone know when these roadmap items are scheduled for release? They were originally scheduled for Q4 2025. https://www.zoho.com/creator/product-roadmap.htmlStop the Workarounds: We Need Native Multi-Step Forms
After over 17 years of community requests, I'm hoping the Zoho team can finally address the lack of native multi-page form support in Zoho Creator. This has been one of the longest-standing feature requests in the community, with threads spanning nearlyAmazon.in FBA multiple warehouse integration with Zoho Inventory
My organisation subscribed to Zoho One looking at the opportunity to integrate Amazon.in with Inventory. But during the configuration, we understood the integration has severe limitations when it involves multiple warehouses in the same Organisation.Analytics <-> Invoice Connection DELETED by Zoho
Hi All, I am reaching out today because of a big issue we have at the moment with Zoho Analytics and Zoho Invoice. Our organization relies on Zoho Analytics for most of our reporting (operationnal teams). A few days ago we observed a sync issue with theIntroducing Workqueue: your all-in-one view to manage daily work
Hello all, We’re excited to introduce a major productivity boost to your CRM experience: Workqueue, a dynamic, all-in-one workspace that brings every important sales activity, approval, and follow-up right to your fingertips. What is Workqueue? SalesFeature Request - Set Default Values for Meetings
Hi Zoho CRM Team, It would be very useful if we could set default values for meeting parameters. For example, if you always wanted Reminder 1 Day before. Currently you need to remember to choose it for every meeting. Also being able to use merge tagsIssues with Actions By Zoho Flow
Hi, I have a workflow that fires when a deal reaches a stage. This then sends out a contract for the client to sign. I have connected this up through Actions by Zoho Flow. Unfortunately this fails to send out. I have tracked it down to the date fields.Adding custom "lookup" fields in Zoho Customization
How can I add a second “lookup” field in Zoho? I’m trying to create another lookup that pulls from my Contacts, but the option doesn’t appear in the module customization sidebar. In many cases, a single work order involves multiple contacts. Ideally,CRM 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 storageCanvas Detail View Related List Sorting
Hello, I am having an issue finding a way to sort a related list within a canvas detail view. I have sorted the related list on the page layout associated with the canvas view, but that does not transfer to the canvas view. What am I missing?Windows Desktop App - request to add minimization/startup options
Support Team, Can you submit the following request to your development team? Here is what would be optimal in my opinion from UX perspective: 1) In the "Application Menu", add a menu item to Exit the app, as well as an alt-key shortcut for these menusAbility for admin to access or make changes in zoho form without asking for ownership
Currently in zoho form only form owner can make the changes in the form and if someone else has to make changes then we have to transfer the ownership to them and even admin also cant access it . So i think admin must have the ability or option to accessIssue with WhatsApp Template Approval and Marketing Message Limit in Zoho Bigin
We are facing issues while creating and using WhatsApp message templates through Zoho Bigin, and we request your clarification and support regarding the same. 1. Utility Template Approval Issue Until December, we were able to create WhatsApp templatesZoho CRM Calendar View
Hello Zoho team, We need desperately a calendar view next to list, kandan and other views. I think it should be easy to implement as you already have the logic from Projects and also from Kanban View in CRM. In calendar view when we set it up - we chooseCamera
I can sign on to a meeting and see the other participants, but my screen is dark. The instructions for Zoho "Camera Settings" say "click on lock icon in address bar," but I don't see that icon! Suggestions?What is Workqueue and how to hide it?
Hi， My CRM suddenly have this "Workqueue", may I ask how to set the permission of this tab?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 natureAdding Sender Address with Basic Plan
According to the knowledge base, I should be able to add Sender addresses with the Basic Plan. But whenever I try to add an email, it takes me to a search window and I cannot find any emails in the list. Even mine, which is the admin. email.Conditional Field Visibility in Bigin CRM
I would like to request support for conditional field visibility within Bigin CRM. This feature should allow administrators to configure show/hide rules for fields based on predefined criteria (e.g., field values, picklist selections, stage changes,Bill automation in Zoho Books
Hi I am looking for 3rd-party options for bill automation in zoho which are economical and preferably have accurate scanning. What options do I have? Zoho's native scanning is a bit priceyReporting Tags
We've been using reporting tags for years (before itemizing was available) and now we are finding reporting these tags are impossible to track. Reports have changed in the customization and our columns of reporting tags no longer show up. We do not useFunction #53: Transaction Level Profitability for Invoices
Hello everyone, and welcome back to our series! We have previously provided custom functions for calculating the profitability of a quote and a sales order. There may be instances where the invoice may differ from its corresponding quote or sales order.Consumption based inventory
I am currently using Zoho Books for my hospitality business, which includes lodging and restaurant services. We purchase many items in bulk for storage and consumption as needed. I'd like these items to be recorded as inventory when purchased and categorizedSmarter Access Control: Role-Based Access vs. Responsibility-Based Profiles
Every business has roles, responsibilities, and workflows. While roles help define structure, responsibilities within those roles are rarely the same. As your team grows, some members need access to only a specific set of features. Others require visibilityPartner with HDFC And Sbi Bank.
Hdfc and sbi both are very popular bank if zoho books become partner with this banks then many of the zoho books users will benefit premium features of partnered banks.API in E-Invoice/GST portal
Hi, Do I have to change the api in gst/e-invoice portal as I use zoho e books for my e-invoicing. If yes, please confirm the process.Member role in zoho meeting
does a user with member role can see other users in the organizationMail Merge is not working properly as far as the AUTOMATE section is concerned
Hi there, I created a Mail Merge template for the Deal module. I would like Deal owners to mail merge their Deal records, download the Mail Merge document as a Word doc and make a few changes before sending it to the customer. Thing is, neither the "MergeNext Page