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

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


Bonjour chers utilisateurs,
Découvrons les dernières mises à jour et les échanges du mois de mars.
Zoho CRM fait peau neuve ! Avez-vous déjà essayé notre mise à jour ? Pour en savoir plus sur 'Zoho CRM for Everyone', lisez cet article. En plus nous avons récemment animé un webinaire autour du nouveau CRM for Everyone. Retrouvez l’enregistrement ici si vous n’avez pas pu y assister.
      Avec l’explosion des réseaux sociaux, notre manière de communiquer s’est transformée. Entre les vidéos populaires sur Instagram, les idées créatives sur Pinterest ou encore les trouvailles de Facebook Marketplace, ces plateformes se sont ancrées dans notre quotidien. Elles facilitent les connexions, dictent (ou défient) les tendances et simplifient nos achats. Cependant, au cœur de cette effervescence numérique, un canal demeure solide et efficace : l’email. Dans cet article, découvrez comment et pourquoi ces piliers incontournables du marketing peuvent et devraient s’unir pour maximiser leur impact.
      L’Intelligence Artificielle Générative (Gen AI) révolutionne de nombreux domaines grâce à sa rapidité, flexibilité et facilité d’accès, devenant ainsi un véritable moteur d’innovation. Conscients de son importance croissante, nous sommes heureux d’annoncer le lancement de la version bêta de Zia GenAI dans Zoho Desk. Ce modèle d’IA a été spécialement conçu pour renforcer l’efficacité et la qualité du support client. Nous vous invitons à le découvrir dès maintenant et à en explorer tout le potentiel.
      Et ce n’est pas tout ! Nous avons eu le plaisir d’organiser une série de meet-ups riches en échanges à Lyon, Toulouse et Paris. Des discussions captivantes, des témoignages concrets sur Zoho CRM (Portails & Canvas), Zoho Desk et Zoho Voice, et de beaux souvenirs avant notre prochaine rencontre aux Zoholics !


      Merci à toutes et à tous pour votre présence et votre participation active ! Pour celles et ceux qui n’ont pas pu y assister, nous espérons vivement vous accueillir lors de nos prochains événements.
Mais il nous reste encore une nouvelle à vous partager, et pas des moindres : le retour de Zoholics, notre conférence exclusive dédiée aux utilisateurs.

Qu'est-ce que Zoholics ?

      Zoholics est notre conférence utilisateurs, conçue pour former aussi bien nos clients que nos prospects sur l’ensemble de nos produits. Organisé à travers le monde, cet événement met l’accent sur l’apprentissage et les échanges entre membres de la communauté Zoho, afin de vous aider à exploiter tout le potentiel de nos solutions.
      Avec des sessions couvrant tous les niveaux — des bases essentielles aux techniques les plus avancées — Zoholics est l’endroit idéal pour découvrir de nouvelles astuces, approfondir vos connaissances et faire évoluer votre entreprise.
Envie d’en savoir plus sur Zoholics ? C’est par ici. Prêt à réserver votre place ? Cliquez ici.

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

      • Recurring Tasks and Reminders in Projects

        Recurring tasks are tasks that are created once, and then recreated automatically after a designated time period. For example, the invoice for your billable tasks is due every week. You can set that task to recreate itself every week. Also, the future
      • Unable to remove the “Automatically Assigned” territory from existing records

        Hello Zoho Community Team, We are currently using Territory Management in Zoho CRM and have encountered an issue with automatically assigned territories on Account records. Once any account is created the territory is assigned automatically, the Automatically
      • Improved Functionality PO Bill SO Invoice

        Hello, I need to enter over 100 items, it's frustrating to scroll a few item rows and wait for more to load, then scroll again. It would be nice to have buttons that scroll to the top or bottom with one click. Furthermore, these items I'm adding are VAT
      • Wishes for 2026

        Hello, and a happy new year 2026! Let's hope it's better for everyone. I'd like to share some thoughts on Zoho One and what could be useful in the short, medium, and long term. Some things are already there, but not applied to Zoho One. Others seem like
      • How to Integrate Zoho Books with Xero (No Native Connection Available)

        Hi everyone, I’m currently facing an issue with integrating Zoho Books invoices with Xero, as I’ve noticed Zoho does not provide a native integration with Xero at this time. I would like to ask: What are the common or recommended solutions for syncing
      • ZohoSalesIQ.Chat cannot send messages

        Chat cannot send messages. Our app implements the customer service chat window functionality by integrating the Mobilisten SDK. Recently, we encountered an issue: after successful SDK initialization and visitor registration, when the `startWithQuestion`
      • Markup instead of discount??

        Is it possible to have the discount field on an invoice or estimate be a markup instead? It's the very same functionality that I am looking for - to be able to markup an individual item by either a $ or a % and have that cost added (instead of subtracted) to the item cost.  Currently, I use the tax feature to accomplish this, but it's very awkward to have "Markup 15%" listed after the subtotal. Plus, if I want to markup items at different rates, I end up with several "markup" lines in the totals
      • Plan switch

        I thought I pressed the Free button, but after they set up the account, I see that I am on a Premium trial. Is this usual? How do I get onto the Free version?
      • 'Tax registration date'?

        The second question in setting up is 'Tax registration date'. My first question: which tax? My second question: why do you need the registration date?
      • What if we don't have an ABN?

        Australian business. Setting up. We have no ABN. It's not compulsory. Field not allowed to be blank. What to do?
      • Keeping track of project expenses

        I have talked to a few support techs and it is very hard for me to believe that Zoho's project accounting software can't keep accounts for my projects. I must not understand what they're saying. We get a contract to build something. So the project revenue
      • Linking Multi-UOM Barcodes to Products in Zoho Books

        Greetings, I'm using Zoho Books for retail shop and I'm running into a bit of a challenge with products that have multiple Units of Measurement (UOMs) and corresponding barcodes. For example, I sell cigarettes both as individual packets and in cartons
      • How to change "from" email address when invoicing.

        HELP! I'm new to Zoho Books and when I first set it up used a different email address than I currently want to use. I've tried to go to settings and change the default email address but when I generate an invoice it still shows the old email address (although I can't find it anywhere else). I really need to get this changed before I can use the program. Any help would be appreciated.
      • Critical Issue: Tickets Opened for Zoho Support via the Zoho Help Portal Were Not Processed

        Hi everyone, We want to bring to your attention a serious issue we’ve experienced with the Zoho support Help Portal. For more than a week, tickets submitted directly via the Help Portal were not being handled at all. At the same time no alert was posted
      • Hide/Show Subform Fields On User Input

        Hello, Are there any future updates in Hide/Show Subform Fields "On User Input"?
      • Cloning Item With Images Or The Option With Images

        Hello, when I clone an item, I expect the images to carry over to the cloned item, however this is not the case in Inventory. Please make it possible for the images to get cloned or at least can we get a pop up asking if we want to clone the images as
      • Custom validation in CRM schema

        Validation rules in CRM layouts work nicely, good docs by @Kiran Karthik P https://help.zoho.com/portal/en/kb/crm/customize-crm-account/validation-rules/articles/create-validation-rules I'd prefer validating data input 'closer to the schema'
      • Adding Default Module Image into mail merge field

        As with most people finding their way to these forums i have a specific requirement that doesn't seem to be supported by Zoho I have created 2 custom modules to suit my purpose 1 is an inventory type module that lists aluminium extrusions, and all relevant
      • Is it possible to roll up all Contact emails to the Account view?

        Is there a way to track all emails associated with an Account in one single view? Currently, email history is visible when opening an individual Contact record. However, since multiple Contacts are often associated with a single Account, it would be beneficial
      • Managing credit cards

        Hi, I'm hoping someone on this forum can help me out managing credit card accounts.  Transaction are entered as expenses using the credit card account and, as expected, the card balance shows as a negative since this is clearly money I owe them.  Once I make a payment, of the full amount owed, I woudl expect the balance to become zero. It doesn't, the negative balance just keeps on increasing even though the payment is reflected correctly in my main operating account.  No-one at Zoho seems to understand
      • Free Training - Explore What’s New in Zoho One 2025

        Greetings! We hope you have all had a chance by now to get hands-on with the new features and updates released as part of ZO25. Yes, we understand that you may have questions and feedback. To ensure you gain a comprehensive understanding of these updates,
      • Quick way to add a field in Chat Window

        I want to add Company Field in chat window to lessen the irrelevant users in sending chat and set them in mind that we are dealing with companies. I request that it will be as easy as possible like just ticking it then typing the label then connecting
      • How to create a two way Sync with CRM Contacts Module?

        Newbie creator here (but not to Zoho CRM). I want to create an app that operates on a sub-set of CRM Contacts - only those with a specific tag. I want the app records to mirror the tagged contacts in CRM. I would like it to update when the Creator app
      • Zoho Sheet for Desktop

        Does Zoho plans to develop a Desktop version of Sheet that installs on the computer like was done with Writer?
      • How to import data from PDF into Zoho Sheet

        I am looking to import Consolidated Account Statement (https://www.camsonline.com/Investors/Statements/Consolidated-Account-Statement) into zoho sheet. Any help is appreciated. The pdf is received as attachment in the email, this document is password
      • Trigger Workflow, Approval Process, Blueprint by Deluge in Zoho CRM

        #Tips & Trick If you intend to activate your Workflow, Approval Process, or Blueprint through either the deluge script or Zoho CRM API during the creation, updating, or deletion of a record Try this Script mp = Map(); trigger = List(); // Workflow trigger.add("workflow");
      • Zoho Projects Android app: Integration with Microsoft Intune

        Hello everyone! We’re excited to announce that Zoho Projects now integrates with Microsoft Intune, enabling enhanced security and enterprise app management. We have now added support for Microsoft Intune Mobile Application Management (MAM) policies through
      • Cant't update custom field when custom field is external lookup in Zoho Books

        Hello I use that : po = zoho.books.updateRecord("purchaseorders",XXXX,purchaseorder_id,updateCustomFieldseMap,"el_books_connection"); c_f_Map2 = Map(); c_f_Map2.put("label","EL ORDER ID"); c_f_Map2.put("value",el_order_id); c_f_List.add(c_f_Map2); updateCustomFieldseMap
      • Admin asked me for Backend Details when I wanted to verify my ZeptoMail Account

        Please provide the backend details where you will be adding the SMTP/API information of ZeptoMail Who knows what this means?
      • Kaizen #223 - File Manager in CRM Widget Using ZRC Methods

        Hello, CRM Wizards! Here is what we are improving this week with Kaizen. we will explore the new ZRC (Zoho Request Client) introduced in Widget SDK v1.5, and learn how to use it to build a Related List Widget that integrates with Zoho WorkDrive. It helps
      • Set connection link name from variable in invokeurl

        Hi, guys. How to set in parameter "connection" a variable, instead of a string. connectionLinkName = manager.get('connectionLinkName').toString(); response = invokeurl [ url :"https://www.googleapis.com/calendar/v3/freeBusy" type :POST parameters:requestParams.toString()
      • Possible to connect Zoho CRM's Sandbox with Zoho Creator's Sandbox?

        We are making some big changes on our CRM so we are testing it out in CRM's Sandbox. We also have a Zoho Creator app that we need to test. Is it possible to connect Zoho CRM's Sandbox to Zoho Creator's Sandbox so that I can perform those tests?
      • I Need Help Verifying Ownership of My Zoho Help Desk on Google Search Console

        I added my Zoho desk portal to Google Search Console, but since i do not have access to the html code of my theme, i could not verify ownership of my portal on Google search console. I want you to help me place the html code given to me from Google search
      • Timeline Tracker

        Hi Team, I am currently using Zoho Creator – Blueprint Workflows, and I would like to know if there is a way to track a timeline of the approval process within a Blueprint. Specifically, I am looking for details such as: Who submitted the record Who clicked
      • Primary / Other Billing Contacts

        If you add an additional contact to a Zoho Billing Customer record, and then mark this new contact as the primary contact, will both the new primary and old primary still receive notifications? Can you stop notifications from going to the additional contacts
      • Is it possible to enforce a single default task for all users in a Zoho Projects ?

        In Zoho Projects, the Tasks module provides multiple views, including List, Gantt, and Kanban. Additionally, users can create and switch to their own custom views. During project review meetings, this flexibility creates confusion because different users
      • [Free Webinar] Zoho Creator webinars - Learning Table and Creator Tech Connect Series in 2026

        Hello everyone, Wishing you all a wonderful new year! May 2026 and the years ahead bring more opportunities, growth, and learning your way 🙂 We’re excited to kick off the 2026 edition of the Learning Table Series and Creator Tech Connect Series ! Learning
      • Reply and react to comments

        Hi everyone! We're excited to bring to you a couple of new features that'll make your sprint process simpler. A cloud application brings with it an array of social media features that can be efficiently used in your organizational setup. As an agile scrum
      • Module Customisation - Lookup function not available

        Good evening, Within my business, I can have multiple customers, who have multiple mobile assets. When I set these assets up, I enter information such as vehicle registration, Vehicle identification number (VIN), Unit number, YOM, in addition to others.
      • zoho click, and nord VPN

        Unfortunately, we've been having problems with Zoho Click, where essentially the line cuts off after about a minute's worth of conversation every time we are on VPN. Is there a way we can change this within the settings so it does not cut the line off
      • Next Page