Desk - Astuce #4 : Personnalisation de la vue Tableau

Desk - Astuce #4 : Personnalisation de la vue Tableau



Bonjour à tous,
Aujourd'hui découvrons la vue en tableau qui affiche les tickets en lignes et en colonnes, comme dans un tableur. Chaque ligne affiche un ticket, et chaque colonne affiche une propriété du ticket (c'est-à-dire un champ). Cela vous permet d'afficher les propriétés des tickets sans avoir à ouvrir la page du ticket. Elle vous permet également de personnaliser ce que vous voyez dans la liste. Par exemple, en ajoutant la colonne "date d'échéance de la réponse" à la vue en tableau, vos agents peuvent décider quels tickets doivent être traités en premier.

Affichage des vues en tableau
Les vues en tableau sont similaires aux vues en liste classique car les agents peuvent voir les tickets en fonction d'un ensemble de critères définis. Il vous suffit donc de passer à la vue en tableau ! Pour ce faire, cliquez sur l'icône Vue classique dans la zone supérieure droite et sélectionnez Table dans le menu déroulant.

Les champs suivants sont ajoutés en tant que colonnes sur la page d'affichage Table :
  • ID du ticket
  • Sujet
  • Nom du contact
  • Nom du compte
  • Heure de création
  • Date d'échéance
  • Statut
  • Propriétaire du ticket
  • Canal
Gestion des colonnes
 Les colonnes définissent les champs qui sont affichés dans le tableau pour chaque ticket. Vous pouvez ajouter, supprimer et également trier l'ordre des colonnes dans la vue Table en suivant les étapes ci-dessous :
  • Sur la page de la vue Table, cliquez sur l'icône Sélectionner les colonnes
  • Dans la fenêtre Sélectionner les colonnes, choisissez les colonnes qui doivent être affichées dans la vue tableau.
  • Important : vous pouvez sélectionner un maximum de 15 colonnes pour une vue tableau.
  • Après avoir sélectionné les colonnes requises, cliquez sur Enregistrer.


Colonnes supplémentaires 
Zoho Desk fournit également quelques colonnes supplémentaires qui peuvent être ajoutées au tableau. Par exemple, la colonne Utilisateur payant indique si le ticket provient d'un client payant. Vous pouvez ajouter cette colonne au tableau pour que les agents sachent qu'ils doivent choisir ce ticket en premier. Voici une liste de champs supplémentaires :
Utilisateur payant
Heure de mise en attente du ticket
Temps de fermeture du ticket
Nombre de fils de discussion
Nombre de commentaires
Temps de réponse du client
Date d'échéance de la réponse

Notes
Voici quelques conseils sur la façon de tirer le meilleur parti des vues de Table :
  • Toute personnalisation apportée à une vue de tableau est appliquée à tous les utilisateurs qui partagent cette vue. De même, ces personnalisations n'auront aucun impact sur les vues classiques ou compactes des tickets.
  • L'ID du ticket est un champ obligatoire et ne peut être supprimé du tableau.
  • Vous ne pouvez pas ajouter de champs multilingues ou de zones de texte au tableau.
  • Les vues en tableau sont spécifiques à un département, ce qui signifie que la personnalisation des colonnes dans une vue de liste de tickets ne se reflétera que dans ce département.

N'hésitez pas à nous partager vos astuces en commentaire,

L'équipe Zoho France

    • Sticky Posts

    • Desk - Astuce #5 : Déplacer les tickets entre les départements

      Bonjour à tous, Il n'est pas rare que vos clients créent des tickets dans un département qui n'a pas l'expertise requise pour les traiter. Vous devez transférer ces tickets vers le département concerné, afin qu'ils ne passent pas à travers les mailles

    • Zoho Desk - Nouveautés 2023

      Bonjour à tous,  Comme vous le savez, Zoho cherche en permanence à vous proposer des logiciels complets et au plus proche de vos attentes. C'est pourquoi toute l'équipe Zoho Desk est fière de vous présenter la nouvelle version de votre logiciel de service

    • Desk : Le cycle de vie d'un ticket - Introduction

      Voici une nouvelle série en 3 chapitres, dans laquelle nous allons vous dévoiler comment Zoho gère l'intégralité de son service client sur Zoho Desk.   Zoho compte plus de 60 millions d'utilisateurs à travers le monde et offre plus de 50 différentes solutions.

    • Zoho Desk - Chapitre 1 : Anticipez vos besoins

      Bonjour à tous, Continuons notre série de la rentrée et découvrons comment Zoho gère 60 millions de clients grâce à Zoho Desk. Contrairement à ce que l'on peut penser le cycle de vie d'un ticket commence bien avant qu'il arrive dans notre logiciel client.

    • Desk Astuce #6 : Ajouter plusieurs comptes réseaux sociaux

      Bonjour à tous, Découvrons dans cet article comment vous pouvez ajouter plusieurs pages d'un meme réseau social dans Zoho Desk. Pour cela suivez les étapes suivantes : Connectez-vous à Zoho Desk avec les privilèges d'administrateur. Cliquez sur les paramètres

      • Recent Topics

      • Zoho Creator customer portal limitation | Zoho One

        I'm asking you all for any feedback as to the logic or reasoning behind drastically limiting portal users when Zoho already meters based on number of records. I'm a single-seat, Zoho One Enterprise license holder. If my portal users are going to add records, wouldn't that increase revenue for Zoho as that is how Creator is monetized? Why limit my customer portal to only THREE external users when more users would equate to more records being entered into the database?!? (See help ticket reply below.)

      • Bug tracking

        Hi, does anyone know how to track errors during picking or packing? This way I can keep track and see how to improve and prevent errors in this area.

      • Kaizen #59 - Creating alerts and custom messages using Client Script

        Hello everyone! We are happy to resume our Zoho CRM Developer Community series - The Kaizen series! Welcome back to the new start of Kaizen! This post is about Client Script and its simple use cases involving ZDK Client functions. What is Client Script?

      • Retainer invoice in Zoho Finance modlue

        Hello, Is there a way of creating retainer invoices in the Zoho Finance module? If not can I request this is considered for future updates please.

      • Is it really true that I can't set the default 'deposit to' account in 2025?

        I've been using Books for 7 years and the default account has never been a problem. I usually manually reconcile invoices and have never had a thought about which account. It has always been my account. However, I recently noticed that for the past 4

      • How do I see the total leads during a certain period?

        I understand I can get the count of leads and potentials but the total number of leads in a certain period should be equal to Leads+potentials because when we convert a lead it gets moved to potentials and no longer exists there. is there a way i could

      • Function #46: Auto-Calculate Sales Margin on a Quote

        Welcome back everyone! Last week's function was about displaying the discount amount in words. This week, it's going to be about automatically calculating the sales margin for a particular quote, sales order or an invoice. Business scenario Where there is sales, there's also evaluation and competition between sales reps. A healthy rivalry helps to better motivate your employees to do smart work and close deals faster and more efficiently. But how does a sales rep get evaluated? 90% of the time, it's

      • Where is the Global Search field?

        I am looking for an alternative to SF.com. Zoho CRM seems to be work fine, and be customizable in terms of the fields and reports. But there's one big thing missing and it's going to prevent us from using it: there's no global search box at the top of

      • API 500 Error

        Hello amazing ZOHO Projects Community, I get this message. How can we solve this? { "error": { "status_code": "500", "method": "GET", "instance": "/api/v3/portal/2010147XXXX/projects/2679160000003XXXX/timesheet", "title": "INTERNAL_SERVER_ERROR", "error_type":

      • In place field editing for candidates

        Wondering about any insight/best practices for efficiently updating candidate records while reviewing them in a Job Opening pipeline. We can do in-field editing (e.g. update job title or City) only when we have the full candidate record open, however

      • Default tax type for mileage?

        Where we are, mileage includes a government tax. Is there any way to set a default tax for the Personal Car Mileage category of expense? (Or any other way?)

      • Analytics Portal

        I have the "standard plan" and want to explore the portal option; I activated the 15-day trial but do not see the pricing for the add-on. How can I get the price under "Upgrade add-ons." Thanks Rudy

      • The Social Wall: October 2025

        Hello everyone, As we head toward the end of the year, we’re bringing you a few updates to help give your social media efforts a strong finish. This month, we’re rolling out new enhancements across both the web and mobile app. Post Preview Have you ever

      • Show price book list price

        When using price books, once you add products to the price book in the Products related list you can display the Unit price which is the default list price; however, there is no option to show the price book list price. To see the price book list price

      • Cliq File Upload

        While uploading large file like 500MB, it takes time, that fines. But if you resize window or move window in other screen, that uploading disappears. After upload complete & sent it will be visible

      • Resizing a Record Template Background Inage

        Hi everyone, I have an issue which I can't seem to resolve: Basically, I'm designing a record template in certificate form. I've specified A5 landscape. I've set my background image the same dimensions with total pixels at 443,520. Whatever I try, when

      • Zia Actions: AI-powered Workflow Automation for Faster and Smarter Execution

        Hello everyone, Workflows got a notch better with AI-based actions. Actions such as field extraction, prediction, auto reply, and content generation facilitate quick execution with improved speed and accuracy. Zia can intercept useful details in newly

      • 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

      • What's New in Zoho POS - October 2025

        Hello everyone, Welcome to Zoho POS's monthly updates, where we share our latest feature updates, releases, changes, and more. Let’s take a look at how October went. Process returns for refunds, exchanges, or offer store credit Returns and exchanges can

      • Loan and purchase

        My husband is lending me mobey to buy a vehicle intersst free ... I need to know how to record the cash receipt and how I pay it back... the money is for a vehicle do I just post the invoice for that as I normally would usung the loan money to pay for

      • Zoho Connect Module in Zoho Trident

        Hi I really like where Zoho Trident is going. Having Mail and Cliq in one place is especially powerful. However, Zoho Connect really needs to be included to make this a true communication and collaboration hub. I would like to request that Zoho Connect

      • Zoho FSM API Delete Record

        Hi FSM Team, It would be great if you could delete a record via API. Thank you,

      • Feature enhancement: Highlight rows based on a cell value

        Hello Sheet users, We're excited to announce a new feature enhacement, shaped directly by your valuable feedback! As you might know, conditional formatting is a great tool for anyone dealing with large data sets. Previously, if you’ve ever wanted to draw

      • File Field Validation

        Hello all, We are tracking our customer NDA agreements in our CRM and have created 2 fields to do so, an execution date field and a file upload field. I want to create a validation rule to ensure that when the execution date field is populated that the

      • 100 record view limitation

        I have just migrated from another CRM and am starting in ZOHOcrm with over 5000 contacts. It seems that my searches and sorts are limited to 100 live records....or am I missing something. This seems to be very limiting...in a lot of scenarios (mass email,

      • Fillable template with dynamic tables?

        Is there a way to build a fillable template so that users can add rows to a table? To describe what I'm trying to accomplish the table has 3 sections; a header row, some number of rows with custom information, and a summary row with totals. I can't figure

      • ZUG Meet-ups are back - Across India (December 2025)

        The Zoho User Group (ZUG) meet-ups are back, and this time, we’re travelling across India to reconnect with our amazing community! From Chennai to Delhi, Bengaluru to Mumbai, we can’t wait to meet you all in person and talk everything Zoho SalesIQ, automation,

      • Categorise Attachments

        We take ID, proof of address, right to work documentation and more.  I can upload a single file in to field, but we often receive multiple files for each category e.g. someone may send a separate file for the front and back of their national ID card.  My team don't have time to manipulate the files in order to upload them as a single file. The options, as far as I can tell, would be to create additional fields on attachments in order to categorise what the file is, or to be able to upload single

      • Scheduling a meeting for just a 1:1 phone call

        My business is B2C and many of my customer's don't want to engage in an online meeting for what can be handled in a regular phone call. I am trying to create a new meeting invitation, but there is no venue optoin for "phone call". How are other's handling

      • Need more details on API Usage Dashboard

        Hi Team, We have implemented Zoho Expense for a client and has done some integrations with well known third party ERP via api. Recently we have noticed a huge spike in the API consumption. But we couldn't get the root cause for the same. I accept there

      • Power of Automation:: Automating SLA Timelines for First Response & Resolution for Issues module.

        Hello Everyone, Ever wished SLAs could update automatically based on issue severity i.e no manual tracking, no missed timelines? That is exactly what one of our customers, Alex, wanted to achieve in the Issues module. So, we have setup a simple automation

      • Finding missing records

        I have a challenge and I am not really sure where to start with it. I can't find any similar threads on here, can anyone help: I have two forms, FormA and FormB. Both forms have records that contain a field called Job_Number. What I am trying to achieve

      • Power of Automation :: Quick way to associate your Projects with Zoho CRM

        A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate complex tasks and

      • Free webinar! Build smarter apps with Zoho Sign and Zoho Creator

        Hello, Bring the power of digital signatures to the apps you build in Zoho Creator! Connect Zoho Sign as a microservice and enable seamless e-signature workflows in your applications. This integration allows you to automate signing tasks using Deluge.

      • Move orders scan ISBN

        Hi We have ISBN setup to be searched in items zoho but move orders dissent recognize the ISBN is there q missing configuration? regards, JS

      • What's New - October 2025 | Zoho Backstage

        Hey everyone! We’ve been busy rolling out a host of upgrades for Zoho Backstage. While some major features are still going through final rounds of testing to make your event experience smooth as butter, here’s what was new and improved in October 2025.

      • Zoho Analytics - Feature Request For Time Based Data Source Fetch

        Hi Analytics Team, I have a client using Zoho CRM and they want a weekly report at 4:30pm every Friday, emailed to the sales team showing a pie chart of Closed Won Deals for that week. This is easy to achieve in Analytics but not so easy to ensure the

      • Zoho People Attendance Regularization – Wrong Total Hours Displayed

        While using Zoho People, I observed that the attendance regularization is showing wrong total hours when applied to past dates. For example, if a check-in is added at 10:00 AM and check-out at 6:00 PM for a previous date, the system sometimes calculates

      • Add Flexible Recurrence Options for Meeting Scheduling in Zoho Cliq (e.g., Every 2 Weeks)

        Hello Zoho Cliq Team, We hope you are doing well. Currently, when scheduling a meeting inside Zoho Cliq, the recurrence options are limited to Daily, Weekly, Monthly, and Yearly. There is no ability to set a meeting to occur every X weeks — for example,

      • AI generated meeting notes associated to Account or Deal

        As our organization works to improve efficiency we are looking for a solution to leverage AI to generate meeting notes and then add those notes to a CRM record such as an Account or Deal. I see Zoho has a Notebook AI offering that talks about the ability

      • Next Page