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 Campaigns Resources




                          Zoho Developer Community



                              Bootcamp
                              Community
                              Pricing
                              Webinars
                              What's New
                              Integrations
                              Contact Support
                              Contact Sales
                                Zoho Survey Resources
                                  Features
                                  Survey Templates
                                  Integrations
                                  Community
                                  iOS Mobile Surveys
                                  Pricing
                                  Android Mobile Surveys
                                  Insurvey Blogs
                                  Insight Blogs
                                  Tips & Tricks





                                              Latest Feature Updates

                                                • Desk Community Learning Series


                                                • Digest


                                                • Functions


                                                • Meetups


                                                • Kbase


                                                • Resources


                                                • Glossary


                                                • Desk Marketplace


                                                • MVP Corner


                                                • Word of the Day


                                                • Ask the Experts




                                                    Zoho SalesIQ Resources

                                                          • 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
                                                          Access Zoho Social

                                                            Zoho Pagesense Resources


                                                                Zoho TeamInbox Resources

                                                                  Zoho DataPrep 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

                                                                                                          • Why can I not choose Unearned Revenue as an account on items?

                                                                                                            Hello, I do not understand why we don't have the ability to code an item to unearned revenue. It is not an uncommon situation to have in business. I understand that there is the Retainer invoice as an option, however that doesn't really work for us. Our

                                                                                                          • Form Submission Emails

                                                                                                            Is there a current delay with submission emails being sent? We've had 10-20 forms completed today but only a handful of emails.

                                                                                                          • Rules not working properly

                                                                                                            I created a rule to display certain fields on certain states. But it seems to be not working. It hides the fields even when I selected California, (which is a state that should show the fields when selected)

                                                                                                          • Notebook font size issue

                                                                                                            If I copy something from somewhere and paste it in my notebook, the font size becomes smaller.

                                                                                                          • Sign in process is beyond stupid. I'd rather plug my phone into USB and copy files than sign in to this POS.

                                                                                                            792 clicks and fields to fill in just to get into a 3rd rate app is too stupid for me.

                                                                                                          • Ampersand in URL parameter // EncodeURL does not work

                                                                                                            Hi Zoho, I have a url link with a parameter. The parameter is including ampersand in some cases (Can be "H&M" or "P&I") When trying to use %26 instead of "&"  (the result I get using EncodeURL()) I get H%26M instead of H&M in the parameter field. How can I solve this? Thanks! Ravid

                                                                                                          • how can we create in zoho crm a new contact when the looup does not find a similar existing one

                                                                                                            In forms/integrations/zoho crm / ne w record tab, contact name is to be mapped with my form contact name. When I go in biew edit/lookup configuration, I don t get the options (help dedicated page simply repeat the same info you get in the app) and does

                                                                                                          • Directory Websites

                                                                                                            Directories are a good website category to gain search engine traffic. Directories for a professional service category as an example can help their members in search results over their individual website. It would be nice to have a directory template

                                                                                                          • Manage Task on Mobile

                                                                                                            How do we manage our task on mobile devices? It seems that there should be a standalone mobile app to handle the new task features. The new features released in regards to Task management are great by the way! Now we need to bring that all together in

                                                                                                          • Set Default Payment Method & Default account

                                                                                                            Hi, I would like to know how to set the default payment method and default bank account when recording payments in zoho books. At present we have to change these fields everytime we record a payment, which leads to potential error and as we have a very

                                                                                                          • Customer Portal on Zoho Desk

                                                                                                            Hi, I'd like to know more about the items below I found when setting up the Customer Portal on Zoho Desk. Could someone help me explaining these in details? Especially the 2nd and 3rd point. Thanking you in advance! Permissions Customers can sign up for Customer Portal Customers can view tickets of their organization (contacts) Customers must register to access Customer Portal Display Community in Customer Self Service portal

                                                                                                          • Computer Showing Offline in Unattended Access

                                                                                                            I have a computer that was connected to the internet but showing offline in Assist. I tried uninstalling the program and deleting it from Zoho Assist the reinstalling and it still does not show up. I have been a user for several months and am not pleased with the lack of connectivity with Assist. If this continues I will have to find another product. The computer I reinstalled it on is not even showing up in Assist now. The name is NYRVLI-PC. Thanks

                                                                                                          • Closing Accounting Periods - Invoice/Posting dates

                                                                                                            Hi, I have seen in another thread but I'm unsure on how the 'transaction locking' works with regards to new and old transactions. When producing monthly accounts if I close December 24 accounts on 8th Jan 25 will transaction locking prevent me from posting

                                                                                                          • Zoho CRM Portal Error

                                                                                                            Hi, We’re experiencing an issue with the Zoho CRM Portal. When we try to access it, we receive an HTTPS connection error: net::ERR_CERT_COMMON_NAME_INVALID. If we proceed past that, we then get a 400 Bad Request error. Could you please help us resolve

                                                                                                          • Integrating Zoho CRM EmbeddedApp SDK with Next.js — Initialization and Data Fetching Issues

                                                                                                            You can get an idea from my code I have given in end: First, I worked on a React project and tried the same thing — it worked. My goal was to import the Zoho script and then load contacts using the Zoho Widget SDK, which was successful in React. Now,

                                                                                                          • monetizing the courses

                                                                                                            Can I add a price for course enrollment ?

                                                                                                          • Can we add zoho books features like invoices estemates etc on our zohocommerce website. When our customer login with their account they can able to see all books features in one place on zohocommerce?

                                                                                                            Can we add zoho books features like invoices estemates etc on our zohocommerce website. When our customer login with their account they can able to see all books features in one place on zohocommerce?

                                                                                                          • Copy paste from word document deletes random spaces

                                                                                                            Hello Dear Zoho Team, When copying from a word document into Notebook, often I face a problem of the program deleting random spaces between words, the document become terribly faulty, eventhough it is perfect in its original source document (and without

                                                                                                          • Download a file from within a zoho creator widget

                                                                                                            I have a widget running in Zoho Creator , it displays uploaded documents in a table file, and I have added a download link in the view. ( The widget is created with html, css and javascript). I do not succeed in getting the download working. Do I have

                                                                                                          • Taxes for EU B2B Transactions

                                                                                                            Currently, ZC doesn't seem to have a procedure for validating VAT numbers of businesses purchasing in another EU state, and removing local VAT is valid. This is essential for all inter EU B2B trade.

                                                                                                          • Unable to Receive Emails on Zoho Mail After Office 365 Coexistence Setup – Error: 553 Relaying Disallowed

                                                                                                            Hello, My domain name is bigniter.com, and I’ve been using Zoho Mail as my email service provider without any issues. Recently, I followed the steps outlined in the Zoho documentation to enable Coexistence with Office 365: 🔗 https://www.zoho.com/mail/help/adminconsole/coexistence-with-office365.html#multi-server

                                                                                                          • CRM Related list table in Zoho analytics

                                                                                                            In Zoho Analytics, where can I view the tables created from zoho crm related lists? For example, in my Zoho CRM setup, I have added the Product module as a related list in the Lead module, and also the Lead module as a related list in the Product module.

                                                                                                          • Candidate Registration/Invitation

                                                                                                            It would be great to include the 'invite' candidate functionality into some of the automation functions - ether through a custom function trigger or webhook or accessible through an email template.  Currently there is no way to add this functionality into any workflows or blueprint steps which, I find limits the ability to invite candidates to engage with us directly through our candidate portal. 

                                                                                                          • [Free Webinar] Learning Table Series - Creator for Infrastructure Management | A Partner-driven collaborative session

                                                                                                            Hello Everyone! We’re excited to invite you to another edition of Learning Table Series, where we showcase how Zoho Creator empowers industries with innovative and automated solutions. About the Learning Table Series The Learning Table Series is a free,

                                                                                                          • Where we can change the icon in social preview

                                                                                                            Hi, we changed our logo, and the image that appear in preview (ex : when we post a appointment link somewhere) is still our old logo. I did change our logo in the org setting. https://bookings.zoho.com/app/#/home/dashboard/settings/basic-info?clview=false

                                                                                                          • I have error AS101 when I try to add paypal@mydomain.com to Zoho

                                                                                                            Please help me with this. I tried to call the help line 4 times but don't get any response.

                                                                                                          • VAT on Multiple Expenses

                                                                                                            Firstly, might I say I am based in Ireland, and I'm not an accountant, and therefore my understanding of procedures could be somewhat limited. Scenario. An employee pays for items throughout a month, and therefore their claim for expenses includes multiple items - some of the items are VAT deductible (eg, an IT product) and some are not (eg, a client lunch). Discovery The odd thing in ZBooks, is that whilst it seems possible to add a VAT rate to a one-off item of expense, it is not possible to add

                                                                                                          • Agent assignment filter?

                                                                                                            Godo day, We are starting to play with FSM to see if it's going to work for our needs. Now so far we have found that it's very restrcitve in the field department you you have layout rules or can't even hide fields depending on the users roles. We can't

                                                                                                          • DKIM Now Mandatory - Changes to Zoho Forms Email Policies

                                                                                                            Hello Zoho Forms Users, This post is to inform you about an important update regarding the authentication of all email domains in your Zoho Forms account. This year, we are doubling down on our commitment to deliver a secure, seamless, and empowering

                                                                                                          • is it possible to add more than one Whatsapp Phone Number to be integrated to Zoho CRM?

                                                                                                            so I have successfully added one Whatsapp number like this from this User Interface it seems I can't add a new Whatsapp Number. I need to add a new Whatsapp Number so I can control the lead assignment if a chat sent to Whatsapp Phone Number 1 then assign

                                                                                                          • Kiosk Page Refresh

                                                                                                            We have a Kiosk running from a button in contacts to update values and also add related lists, which works great, but when the kiosk is finished the page does not refresh to show the changes. Is there a way to force the contact to refresh/update when

                                                                                                          • Tips & tricks: Make SalesIQ automations work for you

                                                                                                            Every day, thousands of visitors land on your website. Some browse, some buy, and some leave without a word. But, wouldn’t it be great if you could automatically know who’s interested, engage them at the right moment, and never miss a lead, and all this

                                                                                                          • Add Custom Reports To Dashboard or Home Tab

                                                                                                            Hi there, I think it would be great to be able to add our custom reports to the Home Tab or Dashboards. Thanks! Chad

                                                                                                          • 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. Partager des informations sensibles, comme des mots de passe, peut vite devenir compliqué et risqué. Les données circulent par email ou

                                                                                                          • How do I fully delete a user account

                                                                                                            Hi, I have two old accounts on my CRM which are inactive and show as 'Closed' in the list of users. BUT they are basically still there. How do I fully delete these accounts? They appear in some parts of CRM still such as the on the contact record emails

                                                                                                          • Automatically Add Recurring Zoho Meeting Events to Zoho Calendar / Zoho Meeting Calendar

                                                                                                            Hello Zoho Meeting Team, Hope you are doing well. We would like to request an enhancement regarding recurring meetings created inside Zoho Meeting. At the moment, when we schedule a recurring meeting in Zoho Meeting, it does not appear in Zoho Calendar

                                                                                                          • Credit Management: #6 Tackling Common Mistakes in Credit Based Billing

                                                                                                            Businesses extend credit to build relationships, make buying easy, and drive more sales. But somewhere between extending and collecting, things begin to slip. A few late payments here and there, an overlooked invoice, and a backlog make cash flow feel

                                                                                                          • Tasks Statuses

                                                                                                            Hi, The task status "Completed" is a final status which closes the task. We need to have a status "Cancelled". However, when the status is set to "Cancelled", the task prompt still has a blue button to Close Task. When the customer clicks that and closes

                                                                                                          • Updating Blueprint stage from my Deluge function

                                                                                                            Hi all, I need to update the blueprint stage. Its almost working, but ONLY if the current Deal stage is 'Closed Lost'. On any of my custom stages that Ive specified in the pipeline it doesnt work! My code: dealmap = Map(); deal_stage = deal.get("Stage");

                                                                                                          • Canvas: is it possible to have a fixed header?

                                                                                                            Hello. Does Canvas provide the option to have a fixed header, similar to the standard view? It would also be interesting for other parts of the interface, like the header or sidebar of the tab section. Thanks!

                                                                                                          • Next Page