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

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



Bonjour à tous,
 
Le mois de mai se termine au sein de la communauté Zoho France. Il est donc temps de revenir sur les faits et activités qui se sont déroulés tout au long de ce mois.
  • Les événements physiques reprennent sont toujours ausi nombreux et les organisateurs sont impatients de créer des expériences inoubliables pour les participants. Mais cet enthousiasme s'accompagne d'un défi familier : tout gérer à l'aide d'une boîte à outils dispersée composée de différents logiciels. Zoho s'occupe de tout avec son tout nouveau Zoho Backstage 2.0. Pour en savoir plus, lisez cet article.
  • Les organisateurs d'événements sont bien conscients de la myriade de défis que représente l'orchestration d'un salon professionnel réussi, du début à la fin. Le but n'est pas seulement d'assurer le bon déroulement de l'événement, mais aussi d'améliorer la rentabilité de l'investissement des exposants en maximisant leurs opportunités avant, pendant et après l'événement. Pas de panique ! Zoho Backstage est là pour vous faciliter la vie et vous aider à surmonter ces défis. Lisez cet article pour découvrir comment.
  • Les organisations ont en commun l'objectif d'attirer et de fidéliser un plus grand nombre de clients en leur offrant une expérience d'engagement cohérente et exceptionnelle. Pour que cela se concrétise et conduise à une croissance positive, il est essentiel que les départements en contact direct avec des clients, tels que le marketing et le service client, travaillent ensemble. Bien sûr, c'est plus facile à dire qu'à faire. Ainsi, nous partageons avec vous des conseils pour y parvenir !
  • Les données sont générées en permanence, qu'il s'agisse de messages sur les médias sociaux ou de chiffres de vente, les données sont partout. Toute entreprise qui veut réussir a besoin d'une bonne maîtrise des données. Elles sont en effet essentielles pour prendre des décisions éclairées afin d'améliorer les activités de l'entreprise et ses performances financières. Bien que les données soient importantes, elles peuvent être très complexes à interpréter. C'est là que la visualisation des données intervient. Elle consiste à créer des représentations visuelles d'ensembles de données afin de mieux comprendre les informations. Pour en savoir plus, lisez cet article.
 
Nous organisons régulièrement des webinaires. Si vous avez raté l'un d'entre eux, ne vous inquiétez pas ! Vous pouvez vous rattraper avec les enregistrements sur notre chaîne YouTube.
 
Ne laissez pas passer le mois de juin sans saisir l'occasion ! Participez à notre prochain webinaire où nous aborderons les aspects de la centralisation des tâches, de l'amélioration de la collaboration et de l'augmentation de la productivité grâce à notre application de gestion de projets intégrée disponible dans Zoho One. Inscrivez-vous dès aujourd'hui afin de bénéficier des connaissances !
 
Suivez la communauté Zoho France pour recevoir les dernières mises à jour des produits, des informations sur ce que Zoho vous apporte et bien plus encore.
 
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

        • Format a "return" message

          Good day, Is there a way to format the message of the "return" function in CRM deluge script?

        • Items Below Reorder Point Report?

          Is there a way to run a report of Items that are below the Reorder Point? I don't see this as a specific report, nor can I figure out how to customize any of the other stock reports to give me this information. Please tell me I'm missing something s

        • Having Trouble Opening The Candidate Portal

          Recently am having trouble opening the Candidate Portal. It keeps loading but cannot display any widgets. Tried Safari, Chrome and Edge. Non of them work. Please solve the problem ASAP.

        • No Zoho Support Response in Months

          I want to say that I love Zoho FSM, Books, and CRM, but the support is scary bad. About 2-3 months ago, I emailed Zoho FSM support with two specific issues I needed help with, and I have still not received one single response. I also submitted a support

        • Dynamically catching new file creations

          I have a team folder with many subfolders, and in those folders we add new documents all the time. I'd like to have a workflow or script to notify me (and then take other actions) when a file is added anywhere in that structure that ends in "summary.txt".

        • Tip of the Week - Spot Risky Sales with Conditional Formatting

          In Zoho Analytics, small tweaks can lead to big insights. One such feature is Conditional formatting based on other columns, your key to instantly spotting where sales success is overshadowed by product returns. Our tip this week shows you how to apply

        • How do I duplicate / copy a campaign

          I am evaluation Zoho Campaigns and sent an email to one of my personal email accounts from Zoho Campaigns.  It went into my junk file in Hotmail. I want to duplicate that same (1-page) campaign and send it to another of my personal accounts to try to

        • Error "Invalid client task found corresponding properties" only when triggered from workflow ?

          Hi All, I am facing an error message I never encountered previously: Error in executing On Add - On Load script Error in executing thisapp.get_all_projects_api_call function. Line:(2) Error in executing thisapp.getAccessTokenFromRefreshToken function.

        • For a Bill, can "Pay via Check" - Can we also "Pay via Check" when documenting refund for payment?

          We really like when we have a Bill in Zoho Books that we can record payment by selecting "Pay via Check" and that will cut the check for us from Zoho Books. However, when we have to write checks as a result of invoice overpayment, we can not select "Pay

        • Creator Change History: Ways to improve

          Hi Everyone, Recently been working in developing this change history(an idea from Zoho Forms) - unlike forms that you can this with a click but using Creator, we can use "old" keyword. The concept I come up with is to put the result in a table however,

        • Suitability of Zoho One (Single User License) for Multi-State GST Compliance & Cost Analysis

          Hello Zoho Team, I am an e-commerce business owner selling on platforms like Amazon, Flipkart, and Meesho, and I'm currently using their fulfillment warehouses. I have two GSTIN registrations and am planning to register for an additional 2-3 to expand

        • add employees and customiz

          I want a Zoho software to track employees record. I logged in a demo so now I tried adding employee, first thing when I click on add employee it takes me to a page where it says add user maximum 10 users, my first doubt why users I don't want employees

        • Inactive User Auto Response

          We use Zoho One, and we have a couple employees that are no longer with us, but people are still attempting to email them. I'd like an autoresponder to let them no the person is no longer here, and how they can reach us going forward. I saw a similar

        • Zoho People Attendance Module - Split Shifts

          Hello, Our business employs a number of college students who often split their workdays between work hours and class schedules, resulting in split shifts. For example: Employee 1 works 9am to 11:30am and then leaves for class, returning to work at 3pm

        • Zoho One subscription

          we have got Zoho CRM for 3 users and we paid for the app , and we have still 9 months to go , but if we join Zoho one , does it mean the payment for that subscription would be a waste? Please help. Thanks.

        • How Zoho CRM Can Enhance Your Faucets Accessories Business Operations?

          In today's competitive market, having a reliable CRM system is crucial for managing customer relationships and streamlining business operations. For businesses in the faucets accessories niche, Zoho CRM offers powerful tools to help manage everything

        • Dashboard

          I’m currently working on a project using the Zoho IoT Cloud with an ESP32 and MQTT. I’ve successfully connected the ESP32 to Wi-Fi and MQTT, and the data from the ESP32 is displayed in the telemetry section of the cloud. However, when I try to create

        • Can i connect 2 instagram accounts to 1 brand?

          Can i connect 2 instagram accounts to 1 brand? Or Do i need to create 2 brands for that? also under what subscription package will this apply?

        • Assistance Needed: Ticket Status Not Updating and Sorting by Last Customer Reply in Zoho Desk

          Hello, I’m facing two issues in Zoho Desk that I’d like your guidance on: Ticket Status Not Updating: When a customer replies to a ticket, the status does not change to Reopened. Instead, it remains in Waiting on Customer, even after the customer’s response

        • Zoho Forms - Improved Sub-Forms

          Hi Forms team, I'm helping a client move from JotForms to Zoho Forms and I've found another opportunity for improvement. In the below screenshot, JotForm left and Zoho Forms right. The Zoho Forms Sub-Form is quite a poor visually. There is no way to make

        • Round robin

          Hi, I'm trying to set up a round robin to automatically distribute tickets between agents in my team but only those tickets that are not otherwise distributed by other workflows or direct assignments. Is that possible and if so which criteria should I

        • Time Entry Notifications

          Hi All - I have support staff who place notes of their work in the time entry section of Zoho Desk. Is there a specific workflow or setting I need to enable to have the ticket holder updated via email when an entry is saved?

        • Change text in help desk

          Hi, Please let me know how can i change the this text, see screenshot.

        • What's New in Zoho Billing | Q3 2025

          Hello everyone, We are excited to share the latest set of updates and enhancements made to Zoho Billing in Q3 2025. From the latest GST updates to multi-level discounting, Zia-powered report summaries, and customizable web forms, these updates are designed

        • How to Delete Personal Account Linked with My Mobile Number in past or by someone else

          How to Delete Account Created with My Mobile Number in past or by someone else This is creating issues in making or sync with my credentials mobile and email address..

        • Null

          If a result is null how do I make it so that a custom error pops up instead of the default error? Can someone write an example as if I were using the script builder?

        • WhatsApp Business Calling API

          Dear Zoho SalesIQ Team, I would like to request a feature that allows users to call WhatsApp numbers directly via Zoho SalesIQ. This integration would enable sending and receiving calls to and from WhatsApp numbers over the internet, without the need

        • Does Zoho Learn integrate with Zoho Connect,People,Workdrive,Project,Desk?

          Can we propose Zoho LEarn as a centralised Knowledge Portal tool that can get synched with the other Zoho products and serve as a central Knowledge repository?

        • Enhancing Zia's service with better contextual responses and article generation

          Hello everyone, We are enhancing Zia's Generative AI service to make your support experience smarter. Here's how: Increased accuracy with Qwen One of the key challenges in AI is delivering responses that are both contextually accurate and empathetic while

        • Marketer's Space - Going beyond basics: Smarter ecommerce marketing with Zoho Campaigns

          Hello Marketers, Welcome back to this week's Marketer's Space. In the last post, we discussed the basics of email marketing and how to get started with email marketing in ecommerce. In this part, we'll dive much deeper into some other advanced features

        • Experience effortless record management in CRM For Everyone with the all-new Grid View!

          Hello Everyone, Hope you are well! As part of our ongoing series of feature announcements for Zoho CRM For Everyone, we’re excited to bring you another type of module view : Grid View. In addition to Kanban view, List view, Canvas view, Chart view and

        • Connecting two modules - phone number

          Hi, I’d like some guidance on setting up an automation in Zoho CRM that links records between the Leads module and a custom module called Customer_Records whenever the phone numbers match. Here’s what I’m trying to achieve: When a new Lead is created

        • SOME FEATURES ARE NOT IN THE ZOHO SHEET IN COMPARISION TO ZOHO SHEET

          TO ZOHO sir/maam with due to respect i want to say that i am using ZOHO tool which is spreadsheet i want to say that some features are not there in zoho sheet as comparison to MS EXCEL like advance filter and other Features which should be there in ZOHO

        • I’ve noticed that Zoho Sheet currently doesn’t have a feature similar to the QUERY formula in Google Sheets or Power Query in Microsoft Excel.

          These tools are extremely helpful for: Filtering and extracting data using simple SQL-like queries Combining or transforming data from multiple sheets or tables Creating dynamic reports without using complex formulas Having a Query-like function in Zoho

        • Zoho Marketing Automation 2.0 - Landing Page function not working

          Dear Zoho Team, I am working on implementing Zoho Marketing Automation 2.0, and am now looking into the section "Lead Generation". If I open the "Landing Pages" section, I immediately get an Error code: Error: internal error occurred. Can you help me

        • Auto select option in CRM after Zoho Form merge

          Hi, I have a dropdown field in Zoho CRM that is filled with a Zoho Form. The data is filled but not automatically shown. After selecting the right value in the dropdown the information a second field is shown. So the question is; how can I make the dropdown

        • Unable to use Sign "You have entereed some invalid characters"

          Unable to use Sign "You have entered some invalid characters" I do not see any invalid characters. The text in "Leave a Note" is plain text which I entered directly into the field. See attached screenshot

        • Default Sorting on Related Lists

          Is it possible to set the default sorting options on the related lists. For example on the Contact Details view I have related lists for activities, emails, products cases, notes etc... currently: Activities 'created date' newest first Emails - 'created

        • Elevate your CX delivery using CommandCenter 2.0: Simplified builder; seamless orchestration

          Most businesses want to create memorable customer experiences—but they often find it hard to keep them smooth, especially as they grow. To achieve a state of flow across their processes, teams often stitch together a series of automations using Workflow

        • Messages not displayed from personal LinkedIn profile

          Hello. I connected both our company profile and my personal profile to Zoho social. I do see all messages from our company page but none from my private page. not even the profile is being added on top to to switch between company or private profile,

        • Next Page