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

      • Use color coding for picklist field values to enhance visual representation

        It's easier and more efficient to manage a large volume of data in a ticket or other custom module records, such as ticket priorities and issue types, when you apply clear visual distinctions through color coding. Color-coded picklist fields allow users
      • Creating a support request / ticket via email to xxx@zohosupport.com

        Is there the ability to create a ticket from an email sent to my support email address (e.g. xxx@zohosupport.com)? For example, I am running a small computer support/service business and I would like to be able to direct potential customers to send an
      • Setting up CRM for RFP workflow management

        This will be the first time our organization uses an off-the-shelf CRM, transitioning from our homegrown custom solution, and I would appreciate general thoughts on how to get started in general with our workflow using Zoho CRM. The main question: if
      • Introducing Appointment Title Customization

        Hi all, We're delighted to announce an exciting feature, Appointment Title Customization, which you can use to personalize your appointment title according to your business's specific needs and preferences. An appointment title provides a glimpse of the
      • Custom Module

        I've created a custom module in Zoho Recruit for a separate list outside of qualified candidates. On the module, I use First name and Last Name in separate lines. On the top of the module and when I search a person, it only shows the first name at the
      • How to merge duplicate products?

        merge duplicate products
      • Rollup summary for custom module

        Rollup summary feature was introduced almost a year ago: https://help.zoho.com/portal/en/community/topic/introducing-rollup-summary-in-zoho-crm-public-early-access-2023 It does not support custom modules tough and this post aims to track such feature
      • Foreign Currency Bank Account

        I have a bank account in USD zero balance but when i run the bank ledger in my company currency in AED it was shown small balance 1.31 AED , how to make it zero also ,Thanks
      • "Trigger flow for each entry" not working

        I've read this article on how to trigger a flow for each entry in my array. https://help.zoho.com/portal/en/kb/flow/user-guide/create-a-flow/articles/webhook-trigger#Trigger_flow_for_each_entry I cannot get the flow to run for each variant in this JSON
      • Edit specific job page on carreer site

        Hey, I was wondering how I could change the layout of a specific job page? (when you go to the carreer website and then click on a job listed there). When I go to customization I can edit the carreer website but I seem to be only able to edit the first
      • CRM - Clearing a Subform

        I seem incapable of working out subform functions without assistance.  I've searched, but can't seem to find anything that works. I have a subform that gets filled in when a Zoho Sign document is completed but the fields don't match with the original field values held on CRM (I did have it automatically update, but some fields were being filled in with terrible data, so had to put a stop to it).  There are 4 fields on the subform: Field Name Original Value New Value Update Update is automatically
      • Planning Sales visit to local lead, contacts

        Hello, We have our leads and contacts in CRM. One sale is asking me how he can view all leads and contacts (ideally on a map) in a given area (city or country or "region") so he can plan visiting them. What can be done or need to be developed to have
      • Force Sync Contact/Account from CRM to Books

        Hi all. This might not be a common issue to the large portion of the user base here, but for those who dabble and use CRM and Books integration, they know how painful it is that we have to wait for the 2-hour intervals for the records to sync; especially
      • IP Address List > Sigma

        We have developed a ZohoCRM extension that utilizes API calls to our server from Deluge scripts and Widgets. Our API server has IP restrictions in place. To ensure successful communication, we require a list of IP addresses utilized by Zoho's platform
      • Zoho CRM Canvas Copy Original Layout

        Hello all, I want to use Canvas to make small changes to certain views, not to make huge changes. Is it possible to copy the original Zoho layout and set-up and start from there? I checked and all I can find are some templates which are far from the original
      • ZOHO Nightmare

        I am writing as a long-time Zoho user who has faced significant challenges implementing your platform for my business. As a New York-based real estate broker, I have invested over $10,000 and nearly two years trying to integrate Zoho CRM with my WordPress
      • Approval system in Books/expenses

        Hi In Books Is there a way to do the following: 1) Submitter to know the balance in Budget/cashflow before sending the amount for approval? 2) Approver to know the same as 1 above? In Expenses, is the above possible?
      • attaching pdf to a bill using REST api

        I'm trying to attach a pdf to a bill using REST and curl. The problem is the example in that section in the API reference document does not show how to actually submit the file. It only shows the headers used. I've been trying many variations of this
      • How to Open .mbox file in Gmail with Attachments?

        Gmail offer users to backup INBOX folder in .mbox file format via Google Takeout Feature. Howver there is no such option to Restore Gmail MBOX. Thus I would like to suggest you to choose an alternate approach i.e. MBOX to Gmail Wizard. This utility will open .mbox file in Gmail with attachments.  Steps to open MBOX file in Gmail are; Run MBOX to Gmail Wizard Click Add File and add .mbox file. Enter your Gmail login credentials. Click Convert button. Finished! This is how you can open MBOX file in
      • Custom fields for calls and an enhanced call creation form

        Greetings, I hope you're all doing well. We're happy to announce a few recent enhancements we've made to Bigin's Calls module. We'll go over each one in detail. Enhanced call creation form in Bigin What is this enhancement about? This update includes
      • Customize user data collection with User Layouts

        Users denote the people in your organization who work on agile projects using Zoho Sprints. You can add them to your workspace and associate them with required projects. Organizations have distinct requirements in collecting user data. Apart from the
      • Zoho Sites with GoDaddy DNS

        We have a site hosted with www. in front that works perfectly well. The issue is with getting the TLD/naked DNS pointed to the www. while using GoDaddy dns. I have edited the DNS Forwarding entry in the domain so that the root example.com forwards to
      • Possible for "Specify URL Criteria" in URL/Permalink settings to be assigned to a variable?

        I want to embed a Zoho Analytics chart view as a Related List item in the Zoho CRM Accounts module, such that when one is viewing a CRM Accounts module record for an Account, the user will see the chart for that specific company. Is it possible to set
      • How to present an Analytic on a CRM dashboard and filter it on loginuser id

        How to present an Analytic on a CRM dashboard and filter it on loginuser id? I want to display an Analytics pivot table (as a widget) on a CRM dashboard and have the pivot filtered on the loginuser. I want additional user-filters available, such as date,
      • Allow 2 logos for Branding, one for Light Mode and one for Dark Mode?

        Our logo has a lot of black text on it. If we leave the background transparent, per recommendation of Zoho, when a user is viewing a file and turns on dark mode, our logo is not really visible and looks really weird. It would be really great if we could
      • Payroll In Canada

        Hi, When can we expect to have payroll in Canada with books 
      • Why can't we associate a contact to mulitple accounts?

        This simple feature has been for 14 years now... it's way past ridiculous. We don't want to add a multiple lookup field, we just want to add a second account to our contact. This way i'll go on Jonh Doe and see in the account field : Company 1 and Company
      • Calendar Bookings in Recruit

        Hi there, We have recently started using Zoho recruit and although it has some great functionality there are a few gaps that are causing real headaches. One of those being how interviews are scheduled. The majority of our hiring managers are field based
      • Automatic Department and Employee Sync Between Zoho One and Zoho People

        Dear Zoho Support, I'm writing to propose a valuable feature request that would streamline data management and improve user experience within the Zoho ecosystem: automatic synchronization between departments and employees in Zoho One and Zoho People.
      • Delete Unactive Users form Directory

        Hi, how to delete all unactive users ?
      • Manual Journal entry problem

        Hi, all my manual Journal entries are not reflected in my general ledger. i have check to see if the entry were done correctly and everything is fine. Please help me
      • Changing Related Modules in a Report

        Once a report is created, is it possible to add Related Modules? David Shalev | Chief Revenue Officer | 800 558 9130 davids@splitit.com | www.Splitit.com
      • Is there a way to limit/turn off unlimited Version History?

        We save CAD files in our Zoho WorkDrive and while the files aren't very big themselves, whenever someone hits the save button in the CAD program it uploads another version of the file to the WorkDrive. This means files that are only a few MBs in size can actually be taking up 10s of GB in our WorkDrive if someone is saving frequently. Is there a way to limit the number of versions WorkDrive stores to save WorkDrive space?
      • ZOHO One Webinar Functionality

        I am currently trialling ZOHO Projects and have also been looking into over a dozen different Webinar solutions from various vendors. I understand that ZOHO Webinars is a stand alone tool. But that ZOHO Meetings also offers webinar functionality. The
      • Avoid None option in List Custom Fields

        Does anybody know a way to avoid -- None --  option to be displayed in a List Custom Field?  - With Mandatory option selected, you can prevent from saving if user select --None-- value. - With Default value selected, a different value than --None-- is
      • How do I modify the the incoming/current call popup? I can modify other call pages but not that one.

        I want to modify the incoming and active call popup on the crm to include customer relevant information, such as purchase history or length of relationship. Under modules and fields, I don't seem to see active call as a choice to modify, only the main
      • JavaScript or iframe embed with transparent background

        If I have a form with transparent Wallpaper, it appear great on my website by using my default background. However, using Zoho Forms SAVE button, the user is directed to Zoho Forms managed page and a blank background. Alternatively, I can include a Wallpaper
      • Emails and Kanban for Portals

        There was talk portals would have emails and email templates, and kanban view. Is there any release date for this? Portals has been so good for offering a simple crm option. It just needs a couple of small things.
      • Custom sorting Axis in a Heatmap report

        I have a heatmap and want to sort the order of the axis in a custom priority order - is this possible ? So I want the priority to be "New, Urgent, High, Medium, Low, Not Set, Unknown" Can I set this manually ?
      • The 3.1 biggest problems with Kiosk right now

        I can see a lot of promise in Kiosk, but it currently has limited functionality that makes it a bit of an ugly duckling. It's great at some things, but woeful at others, meaning people must rely on multiple tools within CRM for their business processes.
      • Next Page