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

        • Field customization

          Hi Team Good day! I am a commission agent who sell and purchase goods from vendors, while in purchasing invoices I am not able to deduct the expenses such as commission and other expenses on actual amount. Kindly help me to customize the invoice based

        • vendors / customers with 2 different address and gst no

          Why can't we have option for more than one address and depending on the state option for more than 1 GST no. ? We have customers / vendors PAN india with different addresses and GST no. for different states.

        • Error: Invalid Element gst_no, Invalid Element gst_treatment, Invalid Element place_of_contact

          so i am creating a new contact post request and i want add gst infomation when amount is above 50000 and if pass gst info in request body then i get this errors > Error: Invalid Element gst_no, Invalid Element gst_treatment, Invalid Element place_of_contact

        • Add multiple Billing Addresses under one GST number

          My client owns multiple businesses in various locations but they all come under one GST. Is there a way to add multiple billing addresses for the same GST? Managing this by adding multiple Shipping addresses is not an option. The client wants the GST

        • Zoho Mail API - Upload Attachment

          https://www.zoho.com/mail/help/api/post-upload-attachments.html I followed the steps from the API documentation and wrote a backend in JavaScript to send emails. Normal emails are sent without any problems. However, I can’t send emails with attachments.

        • Unable to create custom fields for shipment order

          I'm unable to create custom fields for shipment orders, even though the custom fields are set up correctly. A request to the following endpoint: https://www.zohoapis.com/inventory/v1/settings/preferences/customfields?organization_id=${ZOHO_ORGANIZATION_ID}&entity=shipment_order

        • Kaizen #202 - Answering Your Questions | Testing and Using REST APIs in Widgets

          Hello Developers! Welcome back to a fresh week of Kaizen! Thank you for your active participation in sharing feedback and queries for the 200th milestone. This week, we will look at the following queries related to widget: Widget Testing Using REST API

        • Introducing the 'Send as Email' option on the Zoho Desk iOS mobile app

          Hello everyone! In the latest version(v2.10.2) of the Zoho Desk iOS app, we have brought in support for the 'Send as Email' option while creating a ticket. This feature enables you to reach out to the customers by sending outbound emails. The emails are

        • Zoho Forms Not Loading on Website – DNS Resolution Error

          Dear Zoho Support Team, User ID : 20069458731 We are experiencing an issue with the Zoho Form embedded on our website (https://vitel.com.tr/satis-destek-formu/). The form is not loading, and the following error message appears in the browser: “forms.zohopublic.eu

        • Data backup retention question/

          My zohocrm subscription gives me 2 full data backups per month. I have a scheduled backup configured to run twice a month. I just went to download my backup and i can't find it, it ran about 9 days ago... From what i can tell with google zoho only keeps

        • Basic Apple Watch App

          Sometimes I leave my phone behind. I will get push notifications that tickets are updated etc.. It would be nice to at least view them and do a few basic functions. reassign. public reply. private comment.

        • Look and Feel Uniformity

          Someone needs to go through the mobile app and match the look and feel of the web version. For example, it is global standard to highlight private notes as yellow background hue. Desk does that on web, but not on mobile. Mobile also has an odd blue icon

        • Managing two books in Zoho Books

          is it possible to effectively manage two separate books within Zoho Books? My organization is considering handling accounting for two distinct subsidiaries, and we would like to understand the best way to achieve this within the Zoho Books.

        • Display All Custom Buttons Without Dropdown on Record Page

          In my org's workflow we usually want to do some kind of quick action off of an individual record - i.e. of an individual contact, or individual deal. What we have always found a hindrance is the location of all custom buttons being in the drop down on

        • Zoho Sales Team - Extremely Slow Response Times

          Hi everyone, Has anyone else experienced unusually slow response times from Zoho’s sales team? I sent an email last night, and it’s been nearly 24 hours with no reply. While I understand delays can happen, this seems longer than expected for a sales inquiry.

        • Yodlee Bank Feeds

          I'm well aware of the many bank feed issues out there that haven't been resolved, but I'm looking for information on Rules in relation to bank feeds. U.S based, Bank of America user and prior to Yodlee all of my banking feeds and Rules worked seamlessly.

        • Unable to create custom function

          Unable to create custom function - Please check the screenshot for the details HERE IS THE FUNCTION!! try { // 1. Fetch the details of the approved Bill using its ID billDetails = zoho.books.getRecordById("Bills", organization.get("organization_id"),

        • Need a feature which can validate PAN from Income Tax Portal

          Hello Zoho, We need a feature which can help us validate PAN which is being entered in AR/AP Profiles to check if it is valid and display the name as per Income Tax so as to get rid of incorrect PAN into the systems. Please do the needful Thanks

        • PAN - Aadhar Link Status

          Can Zohobooks also get latest PAN-Aadhar Linking Status from Income Tax Portal ?

        • Canvas translation

          We want to offer our CRM system to our users in English and Dutch. However, it seems that text in our deal Canvas isn't available for translation through the translation file. The same applies to the field tooltips. They don't appear in the translation

        • Are Cadences visible to anyone with Cadence permission?

          When setting up a new Cadence is it possible to restrict its use to a specific user? How can I prevent users from making modifications to existing Cadences?

        • Super Admin Logging in as another User

          How can a Super Admin login as another user. For example, I have a sales rep that is having issues with their Accounts and I want to view their Zoho Account with out having to do a GTM and sharing screens. Moderation Update (8th Aug 2025): We are working

        • Show my cost or profit while creating estimate

          Hi, While creating estimate it becomes very important to know exact profit or purchased price of the products at one side just for our reference so we can decide whether we can offer better disc or not .

        • Issue on Upload API and href image URL

          Here is my Full API Code , URL : URL: https://desk.zoho.com/api/v1/uploads/659563000000193003/content Headers* Authorization: 'Zoho-oauthtoken 1000.ed5ce2836bf5ba9b946f5ec9************88e73ff4883a3e9c58ffeb7870' orgId: 7586***** RESPONSE{ "errorCode":

        • Issue when downloading a Mail Merged Zoho Writer Document as .docx

          Hi, We are using within Zoho CRM mailmerge to create documents. This results in a Zoho Writer document. When we try to download as a Microsoft Docx file we get following error: "Word experienced an error trying to open the file. Try these suggestions.

        • 【Zoho CRM】ケイデンス機能のアップデート

          ユーザーの皆さま、こんにちは。コミュニティチームの中野です。 今回は「Zoho CRM アップデート情報」の中から、ケイデンス機能のアップデートをご紹介します。 ケイデンス機能の2つの強化されたことで、適用と解除のタイミングをより柔軟に管理できるようになり、 よりタイムリーで的確なコミュニケーションが実現できるようになりました。 目次： 1. ケイデンスの再開／最初からのやり直し 2. ケイデンスからのデータ解除タイミングの設定 1. ケイデンスの再開／最初からのやり直し 手動削除、完了、または適用解除条件が満たされた場合など、以前に適用解除されたデータをケイデンスに再適用できるようになりました。

        • Rescheduled US meetups: Zoho Desk user meetups are coming to seven U.S. cities in October and November, 2025

          Hello to our Zoho Desk users in the United States, We're excited to share the revised dates for the upcoming Zoho User Groups happening across the US this summer. Our product experts are heading to seven cities throughout the country, and for the first

        • Anyone get the OpenAI API to work in Zoho Meeting?

          Has anyone been able to get the OpenAI API to work in generating meeting summaries? I have been trying, but I get an error that says "OpenAI key notes request rate exceeded. Please try again later or upgrade your open AI account." I contacted Zoho support

        • Push Notifications Customization

          There is no way to customize the notifications we get. I would like to be able to get notifications based on if they are assigned directly to me, my team, my department, or perhaps tickets that match a specific criteria (a contact or account is a VIP

        • Announcing Early Access to the next generation of Zoho Desk UI

          Customer service is one of the categories where efficiency and quality of service have to run in parallel, and your team's experience with their helpdesk goes a long way ensuring these aspects are uncompromised. Introducing DOT Design for Zoho Desk -

        • Editing the record in report

          I have a use-case as below- User creates a assessment record by filling some fields. User assigns that record to portal user by using Assigned To dropdown (Assigned To is Users field in form with choices as customers). I have set the record owner of form

        • Unified WhatsApp Number Management in Zoho Desk and SalesIQ

          Dear Zoho Desk Support Team, We are currently utilizing both Zoho Desk and Zoho SalesIQ for our customer support operations. While both platforms offer WhatsApp integration, we are facing challenges due to the requirement of separate WhatsApp numbers

        • Can we have Bills of Material Module ?

          Can we have Bills of Material Module ?

        • Main Ticket Page Customization

          We do not love the ticket list page (right after clicking Tickets menu item) would like options to customize it.

        • Communicating with emojis

          On July 17, we celebrate World Emoji Day! We're a bit late 😐 sharing insights about this day. But we just couldn't let it pass without a mention 😊 because emojis have a meaningful connection with customer service 💬 🤝. We do not want to miss out on

        • Agent Collision Missing from Mobile App

          Please add Agent Collision capabilities to the mobile app.

        • Zia Sentiment and Functionality on Mobile

          Please add Zia sentiment and generative responses to the mobile app. It would be nice to see the ticket sentiment and generate a response back to a user using Zia on my iPhone

        • View Account Attachments on iOS

          Please allow us to view account attachments on the mobile iOS app!

        • How do I run a PnL by Sales Person?

          I am trying to run a PnL by sales person but am not seeing the option do so. All I need to know (per salesperson) is revenue, cost of goods, gross profit.

        • View Contracts and Support Plans on Mobile

          We would like to be able to see contracts and support plans from the mobile app on iOS!

        • Next Page