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

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



Bonjour chers utilisateurs,

Je vous souhaite une excellente rentrée ! Voici un résumé de tout ce qui a marqué le mois d'août à Zoho Community France.

Canvas est une plateforme de conception innovante qui révolutionne l'expérience utilisateur des Zoho CRM sur le plan visuel. La dernière nouveauté, Canvas Record Form, enrichit cette expérience en offrant une personnalisation avancée des formulaires d'enregistrement. Grâce à cette fonctionnalité, les utilisateurs peuvent créer des formulaires non seulement complets, mais aussi parfaitement alignés avec leur identité de marque et leurs processus de travail. Cette avancée permet de transformer la simple gestion des données en une expérience Zoho CRM plus intuitive et cohérente. Pour en savoir plus, lisez cet article.

Un défi majeur pour de nombreuses entreprises est d’organiser des discussions en petits groupes au sein de grandes réunions. Dans un contexte virtuel, les grands rassemblements peuvent être intimidants, rendant difficile pour chaque participant de partager son avis ou de contribuer efficacement à la discussion. Cela peut entraîner la perte d’idées précieuses, perturber la dynamique de l’équipe et impacter la productivité de l’entreprise. Consciente de l'importance du brainstorming, de la collaboration et des idées, Zoho Meeting est heureuse de présenter les Breakout Rooms.

Le recrutement peut parfois sembler une tâche gigantesque. Imaginez pouvoir le simplifier et vous concentrer uniquement sur ce qui est crucial : trouver et embaucher les meilleurs candidats. Les workflows multiconditionnels de Zoho Recruit sont là pour optimiser votre démarche et soutenir votre équipe dans ce défi.

Que vous gériez un salon de coiffure ou une boutique, il est essentiel de coordonner le temps à passer avec chaque client. Zoho Bookings simplifie cette planification en permettant à vos clients de consulter les disponibilités en ligne, de choisir le service désiré, ainsi que la date et l'heure qui leur conviennent pour prendre rendez-vous. Les prestataires peuvent alors gérer et consulter les réservations via une interface dédiée. Toutes les informations concernant les rendez-vous et les clients sont centralisées en ligne, offrant ainsi une vue d'ensemble pour des analyses approfondies. Les annulations et reprogrammations sont gérées de manière fluide, avec des notifications automatiques pour informer rapidement les clients et le personnel de tout changement. Pour en savoir plus sur Zoho Bookings, lisez cet article.

Comme d'habitude n'hésitez pas à poser vos questions 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

        • Filtering on header content

          I get a lot of spoofed emails which are usually filtered out but some slip through. At the moment I'm getting a load from this ip Received: from [221.162.176.78] (helo=akita-pu.ac.jp) which I'd like to filter out. Is there a way to filter on specific content in the email header?
        • Zoho Rentals

          Team, Zoho Inventory provides great features for Retail Sales and Purchases. On a similar note, There are significant portion of Rental industry would be missed out, if not looked into. Can we have a Zoho Rentals which can integrate with Zoho Inventory? Thanks!
        • Script on Page used as dashboard don't work anymore

          Salut, I have a page used as dashboard that worked fine, but recently the workflows don't seem to work, I have the icons like on a page for portal user when I try to look at it as admin. See screen shot : Anybody knows what could have happen ? The only
        • View Expenses in Zoho Books Without Approval or Reports in Zoho Expense

          Hello, I’m using both Zoho Books and Zoho Expense (on the free plan for both). I would like to view the expenses recorded in Zoho Expense within Zoho Books, but I read that they need to be approved first. Since I manage a small freelance business, I don’t
        • Change default "Sort by"

          Is there a way to change the default "sort by" when searching across modules?" in Zoho CRM? Currently the default sort method is "Modified time" but i would like to utilize the second option of "relevance" as the sort by default and not have to change
        • Create project (flow) and assign to person without account (company)

          Hi Zoho Support & Community, I'm trying to automate a process using Zoho Flow to create a Zoho Project and link it directly to a Zoho CRM Contact. This reflects our B2C workflow where we primarily deal with individual Contacts, not Companies/Accounts.
        • Can Zoho CRM JS SDK Send Notifications, Create Tasks & Calendar Events?

          Hello everyone! I’m just starting to explore this topic, so please excuse my beginner-level questions! Is it possible to use the JS SDK (https://help.zwidgets.com/help/latest/index.html) to: Send messages (signals, notifications) to specific employees,
        • Restricting Printing

          Hi Is it possible to stop users printing documents?
        • Backup and Restore of Projects

          Hi Guys, my boss asked me "do we store regulary offline Backups of Zoho Projects" and i could only answer "no way". Is there really no way to backup and restore a project manualy? As Projects is the main Product we decided to use Zoho it could be that
        • Enable Zia Bot for Intelligent Conversations in Zoho Cliq

          Hi Zoho Cliq Team, We would like to request a new feature: the ability to interact with Zia via a dedicated bot in Zoho Cliq, in a way similar to how users interact with GPT-based assistants. Use Case: We're looking for functionality beyond the existing
        • Data types in custom fields

          Hi, I've been trying to create a custom field to enter purchase order dates , but there is only one data type in the drop down to choose from which is a "Text Box ( Single Line )". I need the "Date" Data type. Please give me a solution regarding thi
        • No Non-Color Highlighting

          I highlight in pink for important things I need to do in a note, and when those are completed I would choose the no highlight option. It used to be one of the options at the end of the color list. It was no color with a cross through it. After using a
        • Can't attach

          I am having problems sending attachments. I am trying to attach some PDFs to an email (as I do several times every day) but the progress bar on the attached file gets stuck somewhere between 20%-70% and when I hit send I get the error message 'Attachment
        • Button on Deal screen to automate changing deal dates?

          Hi I spend a lot of time working with our accounts managers here moving deals around the calendar, qualifying things etc. I'd like to have an easy way to change the closing date on a deal, from the deal screen table, rather than either click in to the
        • 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.
        • How to authenticate my domain on ovh

          I don't succeed in adding an domain authentification on ovh. Should i first create a subdomain? But this doesn't work either, ti gi ves te same screen and the next button is greyed out when adding the info received from zoho
        • Undelivered Mail Returned to Sender

          commerciale@etruriadesign.it, ERROR CODE :550 - "The mail server detected your message as spam and has prevented delivery." I have been corresponding with the receiver and they wrote "Ciao, ho fatto verificare ma purtroppo non è un problema che deriva
        • Notifications no longer being sent to my email address for any scheduled events

          The last few weeks, I stopped receiving email notifications to my email for events I have scheduled and have a selected reminder option checked.
        • Group to shared mailbox conversion

          Is it possible to convert a group in Zoho mail to a shared mailbox?
        • why do I get error message each time I open zoho mail

          why do I get error message each time I open zoho mail
        • Cross-department Parent-Child ticketing for faster and efficient ticket resolution

          Hello everyone, Organizations frequently need to have multiple departments set up in their customer service ticketing system. However, when a customer raises an issue or an internal process that requires agents to collaborate with their peers, a lack
        • Can't setup email on outlook (Android Phone)

          Dear All Support, I have tried many time to setup this zoho mail over the android phone (outlook app) . But it's always show me to check username/password of my email . But i can login from the webmail , that's why i confuse , How can i able to access
        • Having problem with MX records and SPF

          Hi there, I have been facing a problem that my zoho mail doesn't receive mail. See Error in below The MX Records of your domain(s) mydomain.com are not pointed to Zoho and you may not receive emails in Zoho SPF entries in your domains DNS are not configured
        • ZOHO Mail App Not working

          There seems to be an issue with Zoho Mail App today. It is not connecting to server, internet is working fine, tried uninstalling app and reinstalling, loading circle keeps spinning round. Is there an update on the way?
        • Account with own domain, IMAP vs IMAPPRO

          Hi, I have email account with my own domain. I use Em Client email plan and when I use IMAPPRO incoming host, email comes in Em Client only when I restart program. If I use IMAP incoming host everything is ok. Port is 993 both option. Why so? What´s different
        • Automatic Display the Price from CPQ

          Is it possible to display the discounted price from CPQ that I created for my customer? For example, when the customer selects Product A, instead of showing the default price, it should display the discounted CPQ price.
        • Enhancement - Financial Reports

          Hello Everyone, As part of enhancing reports in Zoho Books, we have added an option`Compare With` in Financial reports. Using this, you can compare the current period with Previous Year(s)/Previous Period(s) (Maximum 3 periods). This option is available in the following Financial Reports: * Profit and Loss * Cash Flow Statement * Balance Sheet Please feel free to share your feedback.  We are glad to hear from you. Regards, Nithya - Zoho Books Team.
        • Sent emails not going and showing "Processing"

          Hello Team, Could you please assist with sent emails showing "processing" and not actually going through? Many thanks and regards, Cycology
        • Free Plan mail accounts details

          In the zoho mail pricing there's a free plan that includes: FREE PLAN Up to 25 Users 5GB* /User, 25MB Attachment Limit Webmail access only. Single domain hosting. I need to make sure that I'm able to create multiple email accounts in the form of: name@domain.com
        • Spf cannot verify

          Hello, Thank you for your service. I am not able to configure my SPF. I have follow several times your instructions but it does not work. I cannot verify. My domain is ptjpt.co.id Please help me
        • Introducing Global Sets for easy management of similar picklists in CRM

          [Update | Sep 2024] We've increased the maximum count limit for global sets. These new limits are now live for AU and JP data centers and will be gradually opened to all. Please check this link for the updated limits. Hello folks, As administrators who
        • Unable to send message:mail rate exceeded limit

          Hi Admin I just got an email that outgoing has been blocked, I know why is the reason said " Mail rate exceeded limit", but I don't know the rule of Mail rate , so please tell me how to avoid the situation and fix this issue , my email id is morgan@homemesh.com.tw.
        • Error when using fetchById in Client Script

          When using client script when creating page (onLoad), I suddenly getting error "Cannot read properties of undefined (reading 'Accounts')" when using: var account_details = ZDK.Apps.CRM.Accounts.fetchById(account_id); I'm getting this error whenever trying
        • Los correos que envio, llegan como spam (Bandeja de correos no deseados)

          Estimados, Buenas tardes, necesito su soporte, los correos que envío desde mi cuenta llegan como spam. (no deseados). ya sea hacia cuentas de hotmail, gmail... etc.. El dominio lo tengo alojado en nic.ar (argentina). Por favor, necesito resolver esto
        • Zoho Mail Not Receiving or Sending Email

          My zoho mail is not sending or receiving mail. What's the fix for this?
        • Cannot add new mail client

          Hi Guys, I've just got a new laptop and am trying to set up Outlook to connect to my Zoho account. No matter what I do, I cannot connect I'm using IMAP for incoming mail, it's enabled in my account settings, and I'm using the setting shown on the account
        • Zoho CRM to Zoho Projects Workflow {"error":{"code":6831,"message":"Input Parameter Missing"}} connecting

          void automation.Untitled_Function(String ProjName) { resp = invokeurl [ url :"https://projectsapi.zoho.com/restapi/portals/" type :GET connection:"zohoprojects" ]; info "Portal API Response: " + resp; portalId = null; if(resp != null) { if (resp.containsKey("portals"))
        • Zoho mail Virus Scan Virus Detected (but I checked it with VirusTotal)

          Dear all, since this morning we can;t send any attachments out. Zoho says there is a virus in it, but clearly there is not when I checked the file on VirusTotal.com. Please help us out!
        • Cant receive emails

          Hi, I just created an account and went through all steps. Everything has been set up from my end, but Ive sent a test mail to the newly created email address, but it never arrived. Can somebody please help me? Thanks!
        • Multi-column sorting

          Is multi-column sorting a planned feature for CRM? We are needing to sort by one column and then subsort by another column. I am just wondering if there is a planned feature that will allow this?
        • Next Page