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





                                                  Use cases

                                                  Make the most of Zoho Desk with the use cases.

                                                   
                                                    

                                                  eBooks

                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho Desk.

                                                   
                                                    

                                                  Videos

                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho Desk.

                                                   
                                                    

                                                  Webinar

                                                  Sign up for our webinars and learn the Zoho Desk basics, from customization to automation and more

                                                   
                                                    
                                                  • Desk Community Learning Series


                                                  • Meetups


                                                  • Ask the Experts


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner




                                                            • 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 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

                                                                                                            • Enhancements in Portal User Group creation flow

                                                                                                              Hello everyone, Before introducing new Portal features, here are some changes to the UI of Portals page to improve the user experience. Some tabs and options have been repositioned so that users can better access the functionalities of the feature. From
                                                                                                            • Archiving Contacts

                                                                                                              How do I archive a list of contacts, or individual contacts?
                                                                                                            • How do I filter contacts by account parameters?

                                                                                                              Need to filter a contact view according to account parameter, eg account type. Without this filter users are overwhelmed with irrelevant contacts. Workaround is to create a custom 'Contact Type' field but this unbearable duplicity as the information already
                                                                                                            • Can I add Conditional merge tags on my Templates?

                                                                                                              Hi I was wondering if I can use Conditional Mail Merge tags inside my Email templates/Quotes etc within the CRM? In spanish and in our business we use gender and academic degree salutations , ie: Dr., Dra., Sr., Srta., so the beginning of an email / letter
                                                                                                            • Zoho CRM button to download images from image upload field

                                                                                                              Hello, I am trying to create a button in Zoho CRM that I can place in my record details view for each record and use it to download all images in the image upload fields. I tried deluge, client scripts and even with a widget, but feel lost, could not
                                                                                                            • Unveiling Cadences: Redefining CRM interactions with automated sequential follow-ups

                                                                                                              Last modified on 01/04/2024: Cadences is now available for all Zoho CRM users in all data centres (DCs). Note that it was previously an early access feature, available only upon request, and was also known as Cadences Studio. As of April 1, 2024, it's
                                                                                                            • email moderation issue when email is sent in the name of a mail group

                                                                                                              Symptom: an email that is sent by a mail group moderator in the name of a moderated mail group is held back for approval. Reproduction: Create a moderated mail group with members and moderators. Allow that mails can be sent in the name of the group (extended settings). Send an email to the group as a group moderator, but in the name of the group. This mail is held back for moderation which is unexpected. Expected: A mail sent by group moderator to a moderated group are not held back for moderation
                                                                                                            • blank page after login

                                                                                                              blank page after logging into my email account Thanks you
                                                                                                            • Introducing the revamped What's New page

                                                                                                              Hello everyone! We're happy to announce that Zoho Campaigns' What's New page has undergone a complete revamp. We've bid the old page adieu after a long time and have introduced a new, sleeker-looking page. Without further ado, let's dive into the main
                                                                                                            • Always display images from this sender – Is this feature available?

                                                                                                              In Zoho mail, I had my "Load external images" setting set to "Ask me", and that's fine. That's the setting I prefer. What's not fine though is I always need to tick "Display now" for each email I get, regardless if I've done that multiple times from several
                                                                                                            • Function #9: Copy attachments of Sales Order to Purchase Order on conversion

                                                                                                              This week, we have written a custom function that automatically copies the attachments uploaded for a sales order to the corresponding purchase order after you convert it. Here's how to configure it in your Zoho Books organization. Custom Function: Hit
                                                                                                            • Free webinar: Security that works: Building resilience for the AI-powered workforce

                                                                                                              Hello there, Did you know that more than 51% of organizations worldwide have experienced one or more security breaches, each costing over $1 million in losses or incident response? In today’s threat landscape, simply playing defense is no longer enough.
                                                                                                            • "Subject" or "Narration"in Customer Statement

                                                                                                              Dear Sir, While creating invoice, we are giving in "Subject" the purpose of invoice. For Example - "GST for the month of Aug 23", IT return FY 22-23", "Consultancy", Internal Audit for May 23". But this subject is not coming in Customer Statement. Only
                                                                                                            • Zoho Books Sandbox environment

                                                                                                              Hello. Is there a free sandbox environment for the developers using Zoho Books API? I am working on the Zoho Books add-on and currently not ready to buy a premium service - maybe later when my add-on will start to bring money. Right now I just need a
                                                                                                            • Apply Vendor Credit Automatically

                                                                                                              Hello!!! Is there a way where in we can apply vendor credits automatically on the FIRST OUTSTANDING BILL of the vendor?? We have lots of VENDOR CREDITS ISSUES mostly!!! Applying it manually is a pain for us. Would be great if we have a way to apply the
                                                                                                            • Cliq iOS can't see shared screen

                                                                                                              Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? Regards
                                                                                                            • Retainer Invoice.

                                                                                                              Why ZOHO not have facilities to deduct partially advance payment from an invoice.
                                                                                                            • Apply Vendor Credits Automatically

                                                                                                              We are bulk importing Vendor credits in Zoho Books!!! Is there a way to apply vendor credits automatically to the first UNPAID bill of the Vendor?
                                                                                                            • ResponseCode 421, 4.7.0 [TSS04] Messages from 136.143.188.51 temporarily deferred due to user complaints

                                                                                                              Had email bounce. Let me know if you can fix this. Thanks. Michael
                                                                                                            • Cant Save Gauge on Creator Page

                                                                                                              How to Save Gauge on Creator Page see movie https://vimeo.com/1116410860?share=copy#t=0
                                                                                                            • Apply Advance option not shown in report

                                                                                                              We are facing an issue in Zoho Expenses. While approving an Expense Report, the "Apply Advance" option is not appearing under the three dots (More Options). Details: Module: Expense Reports Issue: "Apply Advance" option not visible Status of Report: Awaiting
                                                                                                            • Introducing Assemblies and Kits in Zoho Inventory

                                                                                                              Hello customers, We’re excited to share a major revamp to Zoho Inventory that brings both clarity and flexibility to your inventory management experience! Presenting Assemblies and Kits We’re thrilled to introduce Assemblies and Kits, which replaces the
                                                                                                            • Auto Capitalize First Letter of Words

                                                                                                              Hi I am completely new to ZOHO and am trying to build a database. How can i make it when a address is entered into a form field like this: main st it automatically changes is to show: Main St Thank You
                                                                                                            • Follow-up emails via Workflow Automation not staying in the same thread

                                                                                                              Dear Zoho Support Team, I am currently using Workflow Automation in Zoho Campaigns to send follow-up emails. In my test case, I noticed the following behavior: All emails in the automation have the same subject line. If the follow-up email is sent within
                                                                                                            • Client Script refuses to set an initial value in Subform field

                                                                                                              I tried a very simple, 1 line client script to set a default value in a custom subform field when the "Add Row" button is clicked and the user is entering data. It does not work - can someone tell me why? ZDK documentation suggests this should be doable.
                                                                                                            • Formatting of Balance Sheet and Profit & Loss Reports

                                                                                                              The default format of the Balance Sheet and P&L Reports are based on the Account Types and then the individual accounts within the Chart of Accounts. These are then ordered alphabetically under these sub-headings and one is unable to re-order these or
                                                                                                            • Emails Are Not Being Delivered to My Inbox

                                                                                                              Hello Zoho Support Team, I am experiencing an issue with my Zoho Mail account. The most important problem is that emails are not being delivered to my inbox. Details: My Zoho Mail address: info@coreforcelife.com What happens: I am not receiving any incoming
                                                                                                            • Help Center IFrame Issue

                                                                                                              I have had a working Help Center on my website using an iframe for a while. But now for some reason the sign in page gets a refused to connect error. Can someone please help. If I go to the url manually it works correclty
                                                                                                            • Staff rules

                                                                                                              Hi! Do you people know what are the default staff rules when a new booking is created? We have two staff members in my team (me as the admin, and my employee). As we share the same services, I'm wondering how Zoho will pick the staff for new apointments.
                                                                                                            • Comment Templates

                                                                                                              Is it possible to add a template option for comments? We have some agents in the process who's responses require a pre-formatted layout. It would be incredibly handy to have a template for them where they can insert the template and then add their responses
                                                                                                            • [ZohoDesk] Improve Status View with a new editeble kanban view

                                                                                                              A kanban view with more information about the ticket and the contact who created the ticket would be valueble. I would like to edit the fields with the ones i like to see at one glance. Like in CRM where you can edit the canvas view, i would like to edit
                                                                                                            • Adding Markdown text using Zoho Desk API into the Knowledge Base

                                                                                                              Hi Zoho Community members, We currently maintain the documentation of out company in its website. This documentation is written in markdown text format and we would like to add it in Zoho Knowledge Base. Do you know if there is REST API functionality
                                                                                                            • An Exclusive Session for Zoho Desk Users: AI in Zoho Desk

                                                                                                              A Zoho Community Learning Initiative Hello everyone! This is an announcement for Zoho Desk users and anyone exploring Zoho Desk. With every nook and corner buzzing, "AI's here, AI's there," it's the right time for us to take a closer look at how the AI
                                                                                                            • Shared values: From classroom lessons to teaching moments in customer service

                                                                                                              While the world observes Teachers’ Day on October 5, in India, we celebrate a month earlier, on September 5, to mark the birth anniversary of Dr. Sarvepalli Radhakrishnan, a great teacher, renowned scholar, educationist, and advocate for empowerment.
                                                                                                            • Export to excel stored amounts as text instead of numbers or accounting

                                                                                                              Good Afternoon, We have a quarterly billing report that we generate from our Requests. It exports to excel. However if we need to add a formula (something as simple as a sum of the column), it doesn't read the dollar amounts because the export stores
                                                                                                            • Create a list of customers who participated in specific Zoho Backstage events and send them an email via Zoho CRM

                                                                                                              How to create a list of customers who participated in specific Zoho Backstage events and send them an email via Zoho CRM? I was able to do a view in CRM based on customer that registered to an event, but I don't seems to be able to include the filter
                                                                                                            • Zoho Desk blank page

                                                                                                              1. Click Access zoho desk on https://www.zoho.com/desk/ 2. It redirects to https://desk.zoho.com/agent?action=CreatePortal and the page is blank. Edge browser Version 131.0.2903.112 (Official build) (arm64) on MacOS
                                                                                                            • I hate the new user UI with the bar on the left

                                                                                                              How can I reverse this?
                                                                                                            • Constant color of a legend value

                                                                                                              It would be nice if we can set a constant color/pattern to a value when creating a chart. We would often use the same value in different graph options and I always have to copy the color that we've set to a certain value from a previous graph to make
                                                                                                            • Question regarding import of previous deals...

                                                                                                              Good afternoon, I'm working on importing some older deal records from an external sheet into the CRM; however, when I manually click "Add New Deal" and enter the pertinent information, the deal isn't appearing when I look at the "Deals" bar on the account's
                                                                                                            • Next Page