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

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



Bonjour chers utilisateurs,
L'année 2024 s'achève doucement, mais les actualités continuent ! Découvrez un résumé!

Le mois dernier, nous avons organisé deux Meetup Community à Lyon et à Paris. Au nom de toute l’équipe, je tiens à vous remercier chaleureusement pour votre participation et votre soutien dans notre initiative de création d’une communauté régionale forte de Zoho en France. Certains d'entre vous ont déjà partagé leurs commentaires et nous ont fait part de quelques questions. Je prendrai contact avec vous très prochainement pour y répondre.
Si vous n’avez pas encore eu l’occasion de nous faire part de vos impressions, voici un lien pour le faire. De plus, pour celles et ceux qui n’ont pas pu participer, vous pouvez consulter la présentation ici.
Si vous souhaitez proposer une nouvelle une rencontre dans votre ville, n'hésitez pas à remplir ce formulaire. Nous évaluerons vos propositions en fonction du nombre de demandes.

En plus des rencontres, nous sommes ravis d'annoncer le lancement de Zoho Cliq 6.0 qui contient de nombreuses mises à jour conçues pour améliorer votre expérience de travail. Grâce à de nouvelles fonctionnalités et améliorations, nous simplifions le travail, boostons votre productivité et rendons la collaboration plus fluide que jamais.

La période des fêtes est idéale pour établir un lien avec votre public et augmenter l'engagement grâce à des campagnes d'e-mails créatives. Avec des boîtes mail qui se remplissent rapidement, vos e-mails doivent se démarquer pour capter l'attention de vos clients et les inciter à agir. Concevoir un e-mail festif qui attire l'attention tout en restant fidèle à votre marque peut représenter un véritable défi.
Pour vous aider à concevoir la campagne d'e-mail idéale pour les fêtes, nous avons mis au point une liste des éléments essentiels de design, qui rendront non seulement vos e-mails attractifs mais augmenteront également vos chances de transformer vos abonnés en clients fidèles.

N'hésitez pas à poser vos questions à Community et nous serons heureux d'y répondre. Restez connectés pour toutes les nouveautés Zoho et plus encore.

Pour accéder aux éditions précédentes, 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

      • How do I attach tasks from one task to other tasks in the same project

        How do I attach tasks from one task to other tasks in the same project
      • Incorrect Handling of XLSX data

        Trying to import an XLSX schedule of bills into Zoho Books I ran across the problem of date formatting. To replicate: Build a CSV file with bill dates in whatever format you like and import it - this should work if you match the "dd/MM/yyy" etc. format
      • Zoho Books Invoice Salesperson: requires ID but there is no "Fetch salesperson" action

        Hi, I am trying to attach a Salesperson to a Zoho Books invoice. In Zoho Flow, the salesperson field required an ID. However, I only have the salesperson name, I need to fetch salesperson by name and then provide the ID. There is no option to fetch salesperson...
      • Change format of quantity format

        Hi,  I would like to change the qunatity format from 1,00 to 1.  Is this possible?   thanks!
      • Ticket Views: filter criteria -> dynamic date values in relation to the current date

        Hello all, It would be very helpful if you could build custom views in such a way that you do not have to adjust the criteria daily or at whatever interval in order to change the fixed date value as needed. For example, I would like to create a view that,
      • Captchas: No support for Google reCAPTCHA or similar

        Hi all, The current captcha integrated into Creator is very basic, and often near-impossible to read. I'm building an app for a charity which includes a couple of public-facing forms, and this is a real issue for people with dyslexia and related conditions - it's effectively excluding them if you want any form of spam protection at all on your published forms (and that being said, the current captcha doesn't even seem very effective - bots can often read it more easily than humans). I've raised this
      • Maintain consistency in ticket responses with shared snippets

        Hello everyone! We are excited to announce that our highly anticipated snippet sharing feature is now available to all users. As you know, snippets are pre-defined message templates, or canned messages, that help agents respond to tickets with efficiency.
      • Tickets - Zoho Desk

        Hi Team, My Clients need to see their tickets created and the status of the ticket in the Zoho Support Desk itself. How can I do this? My Client doesn't have a Zoho Account. They need to access the ticket by the provided link without signing in.
      • Automatically assign Contacts to Account owners

        Hi, I have a finite number of accounts set up in the CRM, and each new contact that comes in is automatically assigned to an Account according to a rule I set up. I want the Contact owner in the Contacts module to be assigned to the relevant Account owner.
      • Making Copies/Duplicates of Zoho Forms (Shared)

        Question to the community: is there a way to take a 'shared form' , make a duplicate copy and save under My Forms, so that i can use that which was already created as a template to make updates to and use as a test form and be able to have full access,
      • Using IMAP configuration for shared email inboxes

        Our customer service team utilizes shared email boxes to allow multiple people to view and handle incoming customer requests. For example, the customer sends an email to info@xxxx.com and multiple people can view it and handle the request. How can I configure
      • Can you help us creating a customised form with payment link?

        I would like to create a customised Transport form where the user will be asked to make payment basis the drop/ pick up they select.
      • Deleting or disabeling predefined ticket list views

        Is it possible to delete or disable predefined views or is this still not possible? For instance, we are not using the chat function and therefore have no use for the "Missed Chats" view. Thanks!
      • Email an Invoice from API

        When calling the API to email an invoice, it seems it does not actually send it. Below is a screen shot where I used an API call for the bottom record, and it updated its' status to "Due Today", but no email was actually sent. The top record, I hit the
      • Unable to load your extension. Please check your plugin-manifest or Resources.json.

        Hi Team, I am using the config module with multiple fields of different types, such as checkboxes and picklists. However, I am encountering the following issues: Error Message: When loading the extension, I get the error: "Unable to load your extension.
      • Layout Rules / Quick create

        Hello, is there a way to create a layout rule for quick create option? Regards, Katarzyna
      • Issue with Create Note Button and Popup Form in Leads Module

        Hello Zoho Community, I am trying to implement a "Create Note" button in the Leads module with the following functionality: 1. When the button is clicked, a form should pop up with fields to add notes. 2. After filling out the form and clicking Send,
      • Finding draft ticket replies

        Is there a way to see all tickets which have draft replies?
      • Guidance on Making Zoho Desk Connections Available for All Data Centers

        Hi Team, I’m currently developing an application using Zoho Desk connections to manage OAuth for my third-party products. Could you please advise on the steps required to make it available across all data centers? Looking forward to your thoughts on
      • Able to change project on timelog entries

        Ability to move the timesheet entry from one project to another. When a user adds a wrong entry a manager can change/update the timesheet entry to the correct project.
      • Caso de Uso | Menos trámites, más salud: Clínicum optimiza sus recursos con Zoho One

        "La automatización del proceso de solicitud de bajas y su trazabilidad a través de Zoho nos ha supuesto una mejora en el ROI." - Carol Rodríguez, Responsable de Experiencia del Cliente interno y externo en Clínicum ¡Hola a todos! Estamos emocionados de
      • Is it possible to disable Chat Waiting Time, or to make it indefinite?

        We have used many online chat services over the years. However, Zoho's SalesIQ appears to be the only one we've tried that has a mandatory time limit where we must respond to new customer queries. We are a small business so we have no dedicated staff to monitor incoming chats, which makes this requirement very undesirable. (There have been no complaints from our clients when we're slower to follow up.) Is there an option I'm missing to turn Chat Waiting Time off, or to allow an infinite wait time?
      • Double opt-in notifications and customizable confirmation messages for your webforms

        Dear CRM Community, We are excited to announce a major upgrade to our Webforms feature. You can now customize the confirmation message shown to your users who double opt-in from your webform and also customize your confirmation emails when they submit
      • Bulk create tasks - Zoho Projects API

        Hi Zoho/Community, I am trying to create multiple tasks in a single API call, is there a way we can combine multiple request bodies into one single payload? The issue I am facing is the rate limiting on the API, I wanted to create certain amount of tasks
      • Task Due dates and Reminder Date & Time

        I like to have a reminder on many tasks in Zoho Recruit. I find the process cumbersome in that each task requires the following: 1. click and select due date 2. Click the reminder box 3. Click on (Reminder) Start Date 4. Click on (Reminder )Time If one
      • Unable to Access Admin Console and Email Sending Issues

        Hello Zoho Support Team and Community, I hope this post finds you well. I am currently facing two significant issues with Zoho services: Admin Console Access Issue: Every time I try to access the Zoho Admin Console, it gets stuck on the loading screen
      • Tracking new lead response time

        Hi, I have a team of Sales Development Reps, who have a KPI of responding to a lead within 20 mins or less once it hits the system.  I seem to recall that Zoho CRM had the capability to track this in a previous version, but don't see it anywhere.   It's
      • Getting The Following Error.. 550 5.4.6 Unusual sending activity detected

        I just launched a marketing campaign and I got this error. Everything was working fine previously. This is a big launch so need to fix it asap. Can anyone help?
      • mail

        Frequent sending of this email, what does this mean? How to solve it
      • Printing on 80mm bluetooth Pos Printer

        Hello. I am trying to print receipts and invoices using my 80mm bluetooth connectivity Pos printer. I have configured the Templates to Retail so that it matches the paper width of the Pos printer. However, when I click Print in zoho, first it opens the
      • Trying to integrate gmail but google keeps blocking Zoho access for integration??

        hi i am trying to integrate a gmail account so can track/access business emails this way. I have followed the instructions but after selecting my email account it gets re-routed to this message (screengrab below) Can anyone advise a way around this or
      • Which attribute in Zoho books invoice api represent branch attached to the invoice?

        Hi Zoho Team, We have done the integration with Zoho Books API. While fetching data from Invoice API we want to get branch value attached to the invoice. We could not figure out which field in "Get an Invoice" api represents branch value attribute. Thanks
      • How to Billed from two different GST Numbers

        How to Billed from two different GST Numbers. Suppose ABC & Co had GST registration in Delhi and Haryana and Zoho account is created with Delhi GST Registration number. Now i also want to issue invoice from Haryana GST Registration number. How can i proceed ?
      • How to hide Predefined views

        Hi, I would like to know how to hide: Predefined views and Recent views or some records from this list. If I'm using it form iPad I have to scroll to see User created views. Or maybe it's possibility to move User created views on the top. All the best,
      • Is it possible to trigger the review process when a record is edited?

        Hello, I need to trigger a review process whenever a field is updated to a specific value. This field is empty when the record is created and is only filled later. I know the approval process exists, but that's not what I'm looking for in this case. What
      • Deleting Views

        How do you delete views? Please syd
      • Fixed Assets

        Where would I manage my fixed assets
      • Create a purchase order in vendor's currency

        I am having a problem working this out and would appreciate some suggestions. We have Books and Inventory working in tandem. We are in Australia, our product is sold in Australia in $A and obviously all our invoices, accounts and reports need to be in
      • Report on Assets

        Hi,  Is it possible to report purchased assets on a specific year? The Balance Sheet shows everything up to the current date, and the expense reports will not show purchased assets because they are assets not expenses. If it is not possible, then is it possible to setup an API connection with Books to extract data from to another Reporting application?
      • Purchase of Fixed Assets

        How can I record the purchase of assets using zoho books? For example, I purchased 4 laptop for 100000 $ each and paid it through my bank account. How can I record this transaction and maintain track of how much of the assets I bought?
      • Next Page