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

        • ¿Puedo migrar mi sitio desde WordPress a Zoho? ¿Zoho admite herramientas con código personalizado?

          ¡Hola comunidad! Estoy evaluando la posibilidad de migrar mi sitio web https://calculadoradenotas.cl/ desde WordPress a una solución Zoho, y tengo algunas dudas técnicas que espero puedan aclararme. Mi sitio no es solo informativo: es una herramienta
        • Automating SharePoint Folder Creation based on Equipment Module

          Dear Team, I would like to seek your valuable advice on one of my requirements. My objective is to automatically create a SharePoint folder whenever a record is created in the Equipment module. The folder should be named based on the equipment name. Once
        • Can I view a gallery of attachments related to an Account, Contact, or Subscription

          It is often useful to review photos related to an account or contact by service type. It would be nice to be able to see the photos collected through workorders or appointments all associated.
        • Language Field on Contact Person-level

          Dear at Zoho Books, would it be possible for you to have a Field for 'Language' for the Contact Persons under a Company. In CRM and Bigin we could create a Custom Field (Dropdown) for this effect but without any present in Zoho Books we could never sync
        • Customise Zoho FSM Work Order Name

          Hi there, is there a way for us to customise the work order number? For example - I want to add auto look up for company name or dates at the end of the work order number. WO4 - Company ABC
        • Introducing Dynamic Display in Zoho CRM mobile apps

          Hello everyone, We're happy to announce that Dynamic Display is now available in the Zoho CRM mobile app for both iOS and Android devices. Mobile apps have become synonymous with convenience and flexibility. As more and more businesses rely on mobile
        • How we can integrate pdf attachments in zoho crm with xero

          when i tried to integrate the data and attchment from zoho crm to to xero only the data get integrated with xero how we can integrate the pdf attachment as well nb zoho apis are not working via functions
        • Delete user profile

          Hello, How can I delete a User Profile?
        • Send emails directly via Cases module

          Greetings all, The ability to send emails from the Cases module, which users have been eagerly anticipating, is now available, just like in the other modules. In Zoho CRM, Cases is a module specifically designed for managing support tickets. If your organization
        • Introducing delegate signing in Zoho Sign

          Hi everyone! We are happy to announce a new feature in Zoho Sign — Delegate Signing! Whether you're tied up in meetings, away on vacation, or managing multiple responsibilities, you can now assign a delegate to sign documents on your behalf. This ensures
        • Deleting Salutation Field

          We have updated our lead input screen and 'Salutation' has appeared. This is not visible in the 'Edit Pgae Layout' screen so cannot be moved to 'List of Removed Fields'  Salutation is visible in the list in 'Customization - Fields' however I can only 'Edit' or 'Replace' I cannot delete and I do not need this field on my lead input screen.  Please can you advise how to get rid of this.  Screen shots can be provided if needed.  Thank you Tasha
        • Zoho Voice VS in Zoho CRM for logging calls

          I don't understand the differences between logging calls in Zoho Voice VS in Zoho CRM. Why the 2 separate platforms? Seems confusing
        • Updates to Auto-Upgrade in Zoho Campaigns

          Hello everyone, We've rolled out a new update that slightly modifies how the auto-upgrade option in Zoho Campaigns works. Even if you hit the contact limit, this update ensures that your account is upgraded and that contacts are imported smoothly—without
        • Adding Sub-Forms to Merge Documents

          I am setting up a Mail Merge, which includes sub-form table data. I've done it before but now I am having issues: 1. The headings don't show. I had to enter these manually 2. The table lines are separated. I want them together. Anyone know how to fix
        • Zoho Bookings Online Training | July 31, 2025

          Hi everyone! We’re back with the second session of our Zoho Bookings training series! This time, we’ll show you how to automate your scheduling, manage appointments more efficiently, and explore advanced features for your industry. Join our free, two-hour
        • Translation of Tooltip Messages

          The descriptive help messages should be available to provide translations for.
        • Delete Inactive Zoho Accounts - Access Cleanup_User Id: 60001640923

          As part of our Zoho access hygiene, we’ve reviewed and deactivated several inactive user accounts. These accounts have not been used in the past year and are no longer tied to active operations. All access rights have been revoked, and records retained
        • CREATE button is grayed

          On Android adding new notes to notebooks with collections is impossible because the CREATE button is grayed. What can be done?
        • Can Zoho Creator Apps have multiple actors and steps? Example

          Mortgage Application App- Outside party fills out form via published website form, Inside party approves for additional documentation, outside party recieved requests for x, y, and z documents.  Outside party submits x, y and z but z is wrong.  Inside
        • How to download all attachments from inbox, send, other folders in one go

          Hi All, Appreciate if anyone could help me with steps for below requirement. How to download all attachments from inbox, send, other folders in one go. Even mapping to new folder will help me.  Thanks in advance. 
        • Re-Apply SLA When Ticket Reopened from Closed Status?

          If you have an SLA applied, timers are deactivated when going to "On Hold" status type and reactivated when going back to an Open status type. What we discovered is when a customer replies to a closed case and it reopens, the SLA is not applied and timers
        • Zoho Expense Reimbursement

          I am using Zoho Expense for employee expenses.  At year end I accounted for reimbursement for the founders' expenses by doing a manual entry between employee reimbursements and shareholder loan.  All is correct in the balance sheet, but in Zoho expense the expense report totals are showing as owing still.  It doesn't impact the books, but I don't want to see amounts owing.  How can I zero these out?  The only way I can see it is by creating a transaction in Books that pays the employee via a bank
        • Request to Delete Mistakenly Created Zoho Desk Account – Access Blocked to Company Directory

          Dear Zoho Support Team, I hope this message finds you well. I am writing to request assistance regarding a Zoho Desk account I mistakenly created using my company email address. I created the account before being officially onboarded by my company, and
        • Introducing an AI-driven CAPTCHA for Help Center that offers improved accessibility and enhanced security | Zoho Desk | Product Update

          Captcha protects your help center from fraud and abuse without creating friction. What is a CAPTCHA? CAPTCHA is a test used in computing to verify that a user is human by requiring them to complete a challenge. It helps prevent bot attacks and reduce
        • Announcing new features in Trident for Windows (v.1.29.4.0)

          Hello Community! Trident for Windows just got better! It’s packed with new features designed to enhance communication, manage important information securely, and give you a smoother, more productive experience. Let’s dive into what’s new! Access Zoho
        • Exporting Ticket Threads/Comments and Attachments in Reports

          Hi, I would like to know is it possible for Ticket Comments and/or Attachments to be displayed in Reports?
        • Product management across integrated apps

          Hi everyone, I’m setting up my business for selling products and integrating CRM, Inventory/Books, Ecommerce, and other apps. Where should I load products for the first time so they reflect across all apps? And for updating prices or adding new products—where
        • Calculate Number of Days Between Two Dates

          Can someone help me with how to create a field using the formula function to calculate the number of dates between a campaign start date and end date? The closest I have gotten is using the "Datecomp" function but it gives you the dates in minutes, rather
        • Zoho Writer Docx files not able to be converted into Google Docs

          Since July 23rd, I've encountered an issue where DOCX files exported from Zoho Writer no longer convert properly into Google Docs when uploaded to Google Drive. My workflow relies on generating merged DOCX documents from Zoho Forms using Zoho Writer templates,
        • Schedule Campaign - Recipients Time Zone

          Something seems to be wrong with the scheduling feature for scheduling campaigns to be deployed at a specific time to the recipients time zone. I scheduled campaigns twice to be sent at the recipients time zone and the campaigns are deploying at the wrong time. When communicating with Zoho support they said to make sure it was scheduled at least 24 hours in advance so we did this with our last campaign and it was still deployed at the wrong time. Anyone else having this issue?
        • Zoho Vault App for Windows

          Hello, is there a Windows app that can be used to access the passwords saved in Zoho Vault? Thank you
        • Zoho Cursor Jumping

          Hi, Zoho Support, We received the below email for a bug when using Zoho on Firefox. Please let us know if there is anything that can be done to solve this issue. Have any other Zoho Mail users reported issues the past few days with Zoho auto-saving drafts
        • tomorrow option within the due date section and drag and drop into calendar

          Firstly, thank you for creating such a well-designed and user-friendly to-do list app. It’s almost perfect for my needs, but I wanted to offer a couple of suggestions that I believe could significantly enhance its usability, particularly for those who
        • low quality videos

          when in puplish videos or reel in social media platforms it pulished in low quality
        • Using Zoho Forms vs Zoho Survey

          Hello - I'm looking for advice on whether to use Zoho Survey or Zoho Forms for our small non-profit. We have a Zoho One subscription, so have access to both. The main use case at the moment is application forms for our professional development programs.
        • Kaizen #200 - Answering Your Questions | Authentication using Zoho CRM Python SDK

          We’re incredibly excited to bring you the 200th post in our Kaizen series! This journey has been as much about listening as it has been about sharing. And today, we’re making both count. Over the past few weeks, we’ve collected your feedback through the
        • Zoho CRM sync

          Just wondering if the plan is for the Zoho CRM implementation to always be just an import and not a sync? At the very least, a one-way sync that kept the data in Tables up-to-date would increase the amount of usecases, but ideally the option to two-way
        • Add serial number in print page list

          How can i add serial number in print page for every entries?
        • Trying to Delete records from Creator not found in CRM

          Hi, In the following script, I am trying to delete records from Creator not found in CRM, but I am getting the error message "Error at line number: 55 Improper Statement Error might be due to missing ';' at end of the line or incomplete expression". Please
        • Can't login to Zoho mail

          I'm logged into Zoho but when I try to go in zoho mail I get: Invalid request! The input passed is invalid or the URL is invoked without valid parameters. Please check your input and try again. I just set up my mx records and stuff with namecheap a few
        • Next Page