Digest Juin - Un résumé de ce qui s'est passé le mois dernier sur Community

Digest Juin - Un résumé de ce qui s'est passé le mois dernier sur Community



Bonjour chers utilisateurs,

Avant que la saison estivale arrive, découvrons ce qui s'est passé au mois de juin sur notre Communauté France.

Nouveautés

  • Les données viennent de sources de plus en plus diverses et variés. Il n'existe pas de critères précis pour s'assurer que les données sont suffisamment préparées. Toutefoi toute opération effectuée sur les données entre leur entrée dans votre système et leur traitement par un système analytique peut être considérée comme l'étape de préparation des données pour ce processus. Pour rationaliser cette étape, nous sommes ravis d'annoncer la version bêta de DataPrep 2.0 ! Avec cette nouvelle version, il est encore plus facile de créer un pipeline de bout en bout et d'avoir un contrôle total sur la qualité et le transfert de vos données.
  • L'analyse des données constitue un facteur essentiel de la prise de décision fondée sur les données. Elle fournit les outils et les connaissances nécessaires pour extraire des informations significatives des vastes quantités de données que les organisations rassemblent et génèrent. La beta Zoho Analytics 6.0 est dotée d'un large éventail de fonctionnalités destinées à tous les publics.Ces fonctionnalités ont été conçues en tenant compte des besoins actuels et futurs des entreprises et en intégrant les observations des utilisateurs et les études de marché.

Trucs et astuces

  • Il existe de plus en plus de canaux par lesquels les clients peuvent contacter les équipes de support. Et pour éviter de s'y perdre, les entreprises mettent en place un système omnicanal ou multicanal. Cet article présente comment le service client omnicanal est plus avantageux pour votre organisation.
  • Chatbots et assistants virtuels - ces deux formes d'IA transforment la façon dont nous interagissons avec la technologie. Mais il est facile de s'y perdre, car ces deux formes d'IA sont en plein essor. Lisez cet article afin de mieux faire la différence et de choisir celui qui répond le mieux aux besoins de votre organisation.
  • L'authentification permet de sécuriser l'organisation en ne permettant l'accès qu'aux personnes autorisées. Chaque fois que vous saisissez votre identifiant et votre mot de passe ou que vous utilisez le MFA, vous êtes authentifié. Mais au-delà de l'authentification des employés dans leurs applications, Il est également important de sécuriser les appareils de vos employés, car chaque appareil est un point d'entrée dans le réseau de votre organisation, l'authentification des appareils est un pilier important d'un système solide de gestion des identités et des accès. Cet article indique comment authentifier les appareils dans Zoho Directory.
Ce mois-ci, nous avons également organisé un webinaire sur l'organisation de votre journée et de vos équipes via Zoho One.
Vous n'y avez pas assisté ? Ne vous inquiétez pas, on s'occupe de vous ! Vous pouvez consulter l'enregistrement du webinaire sur la chaîne Youtube de Zoho France.

N'hésitez pas à poser vos questions et continuez à nous suivre sur Zoho Community France, pour toutes les nouveautés Zoho et plus encore.

L'équipe Zoho France

    • 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
      • Recent Topics

      • Best way to start zoho inventory with bulk openning stock

        We are already using zoho book since long time for cars trading company. Now to streamline more, would like to import the excel data of closing stock of inventory to zoho inventory and to start on. Since we need to track each VIN (unique vehicle id number)
      • My IMAP mail suddenly stopped working

        On my iPhone and iPad, IMAP stopped working for my Zoho account with the error "User name or password incorrect" and "Invalid credentials failure" however I was able to access via web with the same credentials. Also stopped working on Apple Mail client.
      • Confused by the distiction between matched and categorized when reconciling a bank statement an how to

        I used to use quickbooks. In quickbooks, it was possible to use the check writing feature to add an expense that was on the bank statement that did not go through the AP and check writing process. I would write a check, assign it a number like etf (for
      • Not Receiving OTP • https://voters.eci.gov.in/home/family

        Hello Customer, Greetings from Zoho Mail. Upon a detailed review of our delivery logs, we can confirm that other Zoho Mail users are successfully receiving OTP emails from eci.gov.in. However, in your specific case, it appears that the OTP emails are
      • WorkDrive for Excel Add on

        Dear Sir/Madam Have installed Workdrive for Microsoft add on But unable to view the same added in Excel
      • Splitting Transactions in Zoho Books

        I have read in past forum posts that the ability to split bank transactions would likely be implemented - it's definitely a typical accounting program feature.  I'm new to Zoho and thought I'd found nirvana until I realized this feature doesn't seem to
      • Zoho Calendar s’enrichit avec une intégration à Zoho People et Zoho Cliq

        Les journées de travail ne se déroulent jamais exactement comme prévu. Une conversation informelle devient une séance d’échange d'idées, une absence modifie un planning, et votre agenda se retrouve vite décalé par rapport à la réalité. Chez Zoho Calendar,
      • 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
      • Zoho public comments are confusing and unnecessary

        Hi, we use zoho desk and have issues with public comments. We started using them because the "Reply" option just seemed very clumsy because of the following reasons: - the top "Reply" button starts what seems to be a regular email, showing the entire
      • Zoho API - ticket creation - Validation failed for the condition : Ticket Status Info should not be empty

        Hi ! I'm trying to create ticket through Zoho API, and I'm getting a 422 response : "Validation failed for the condition : Ticket Status Info should not be empty" My request looks like this : curl --location 'https://desk.zoho.eu/api/v1/tickets' \ --header
      • Deleting unwanted ticket replies

        Hello, In a Zoho Desk Ticket thread, sometimes one of the recipients has auto-reply activated. This creates a new message in the Ticket thread that not only pollutes the thread, but most importantly cannot be replied properly because usually auto-reply e-mails don't do "reply all", so the other recipients are not included. I want to delete such a message in the Ticket thread. I searched the help of Zoho Desk, but only found a way to mark as Spam (https://help.zoho.com/portal/kb/articles/marking-support-tickets-as-spam)
      • System-generated support email added in CC on “Reply All”

        Hi, I recently set up Zoho Desk for a client and we are trying to prevent the Zoho Desk system-generated support email address (not the mailbox used as the department’s "From address") from being automatically added in CC when agents use “Reply All” on
      • Applying Excess Payments & Conflict Invoices Due to Cancelled Items

        I’m running into several issues that appear to stem from deeper-than-expected overlap between Zoho Finance (Books/Inventory) and Zoho POS. The level of coupling between these systems seems greater than what was originally communicated, and it’s leading
      • Convenience Fees

        I use Zoho Invoice for invoicing my billboard customers.  I have a few customers that want to pay using credit cards and ACH.  As a result, I have integrated an Online Payment Gateway (Stripe) for these customers.  I currently charge these customers a "Convenience Fee" of 3% for using this service as I typically only take checks as payment (and the gateway charges 2.9% + $0.30 per transaction).  I do this by creating a separate line item on the invoice and adding 3% to it.  I would like to offer
      • 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.
      • New Feature: Audit Log in Zoho Bookings

        Greetings from the Zoho Bookings team! We’re excited to introduce Audit Log, a new feature designed to help you track all key actions related to your appointments. With Audit Log, you can maintain transparency, strengthen security, and ensure accountability.
      • Restrict Payment Methods

        Allow us to restrict certain payment methods specific for each customer.
      • Emails Getting Delay Error Messages - Status: 451

        Hi. Hoping someone can help. I've been using Zoho for over a year now with no problems at all. Today, the majority of my emails I send out or reply to are getting this error: This message was created automatically by mail delivery system. THIS IS A WARNING MESSAGE ONLY. YOU DO NOT NEED TO RESEND YOUR MESSAGE. The original message was received at Sun, 22 Dec 2019 18:20:19 -0800 from wazza@amninjas.com [wazza@amninjas.com] ----- The following addresses had fatal errors ----- [Status: ERROR, Address:
      • Add Domain

        Hello Zoho Support, My Zoho Sites project accidentally auto-added domains with http:// prefix and duplicated domain entries. Current domains list shows: http://www.kinhtethethao.com.vn (Primary – cannot be removed) http://www.kinhtethethao.com.vn (verification
      • Kaizen #221: Workflow & Actions Reports APIs

        Over the last few weeks, we have joined Zylker Cloud Services as they restructured their automation ecosystem using Workflow APIs and Actions APIs. Along the way, we discovered how to audit workflows, update old rules, create new ones, and manage associated
      • Having an Issue with the Entity ID

        I'm having an issue when trying to use Zoho Flow and the notes function. I currently have it set up when a new response comes into a particular form, all of their responses will go into the notes section of their contact on the CRM. I'm currently mapping
      • For Each Loop in Zoho Flow

        I am using Zoho flow to create rows in an google sheets for every new order in Shopify but the issue is that it is creating one row per order and all line items are comma separated values but I want separate rows for each line item. Is there a way to
      • Debug and Test not receiving updates

        Hello, I've been trying to debug two of my simple flows between Zoho Projects and Clockify but it seems like the Debug and Test feature is not working for me. When I click the Play button on any of the flows and then perform the trigger actions nothing
      • Attendance, Reimagined: Smarter Views for Teams and Individuals

        Tracking attendance shouldn’t feel like a chore. With the revamped Attendance module UI, Zoho FSM makes it easier than ever to monitor work hours, check-in activity, and team availability—whether you’re managing an entire workforce or just keeping an
      • Logistics Industry: Learn to create amazing appointment scheduling sites

        In the logistics industry, the quality of service is something that cannot be shown to others unless they experience it.  Sure, there are metrics that show how you fare when compared to your competition, but then, it only communicates little with respect to quality. The usual route which firms in logistics took are advertisements, to which the internet has opened alternatives in today’s digital age like websites and appointment scheduling sites. A great online presence can help you communicate with
      • Customer Management: # 1 Pick a Convenient Way to Onboard Customer

        When Meera opened her bookstore, onboarding customers was effortless. A customer walked in, picked a book and left with a handwritten bill. As the store gained popularity, things changed. " Can I place an order over the phone?" a customer asked one day.
      • Tracking Emails sent through Outlook

        All of our sales team have their Outlook 365 accounts setup with IMAP integration. We're trying to track their email activity that occurs outside the CRM. I can see the email exchanges between the sales people and the clients in the contact module. But
      • Fetch ALL items from Inventory and send to Google Sheet using Flow

        The title says it all -- I want to fetch the Item name, SKU, Purchase rate, and Sales rate for ALL items in Zoho Inventory and have them populate a tab in an existing Google Sheet. I have already successfully made this work for one item, so the flow is
      • Why Document Integrity Matters at Every Stage of the Contract Lifecycle

        Contracts are legal records that must stay authentic and traceable from creation to expiry or termination. In Zoho Contracts, several design decisions focus on protecting the integrity of every document. These measures ensure that no important details
      • affichage pièces jointes impossible

        Bonjour, aujourd'hui je n'arrive pas à afficher ni à télécharger les pièces jointes dans ZOHO CRM. J'utilise Chrome, j'ai vidé les caches et les cookies. Mais cela ne change rien. Merci de votre aide
      • Reminder to renew subscription.

        Whenever I try to add to one of my notes a " renew your subscription" window pops out and won't Close disallowing me to edit. Why should I renew my subscription on an application with at best such bugs and at worse such underhanded ways to force ren
      • Fields not coming through, not pulling data

        Forgive the noviceness of my vocabulary. I am in Zoho flow connecting CRM and Projects. When an opportunity hits a certain stage, it will create the project in Projects, and bring in data from the opportunity. Everything is working, except for two fields
      • Smartsheet Integration

        Has any in the community been able to integrate Zoho Desk with Smartsheets using Zoho Flow? I am trying to get the Smartsheet Row ID based on ticket data and cannot find documentation on the Get Row function for Smartsheet. It is asking for a Query String
      • CRM Campaign - how to mass remove contacts?

        Does anyone have a solution for removing all contacts from a CRM campaign. Seems that one by one is the only option. 
      • Send out follow-up email in the same thread (threaded conversations in individual emails) from Zoho CRM

        Hi, I'm new to Zoho. I'm trying to send individual emails to my leads one by one. And I'll send out follow up email if I don't hear back from them later. However, instead of sending a new email, I want to reply in the same email thread so that the recipients
      • Cadence Support in Zoho Vertical Studio

        We would like to know whether it is possible to create and configure Cadences in Zoho Vertical Studio, similar to the Cadence feature available in Zoho CRM. Please confirm if Vertical Studio supports creating cadences for modules and users, and whether
      • Removing "Products" as mandatory field from Sales Order creation page

        Hello, friends According to our workflow, we should: 1) create Sales Order (Stage "New") 2) call and discuss the Products with a customer (Stage "Communication") 3) add the Products to the Sales Order during the call However, "Products" is mandatory to
      • Zoho Books says "The customer "Hakimuddin P A Ali" already exists. Please specify a different name.""

        One of my transaction is not getting posted from Stripe to Zoho books. I already checked in Zoho books that there is no customer already present in Zoho books with the same name (as the error mentions) I already raised this complaint on Zoho flow portal,
      • Is it possible to automate a file to be directly uploaded to a specific subfolder in Zoho Workdrive?

        I am establishing a workflow so that when a new task is marked "complete", the document submitted in the task (under the "Documents" tab) is automatically uploaded to a specific subfolder in the associated WorkDrive for the project. However, the dilemma
      • Steuerberater der Zoho benutzt in Deutschland

        I write in English because the issue is related to German regulations. Wir sind ein Unternehmen, welches aktuell keine Pflicht zur doppelten Buchführung hat. Aktuell bucht unser Steuerberater jeden Beleg, auch unsere Auslagen. Wir würden dies gerne selbst
      • Next Page