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

        • Interest on late payments

          Is this ever going to be implemented on Zoho Books?  It's particularly annoying as its been working so well on Zoho invoice for the last year or so.
        • Awful audio quality

          Hi guys I'm using Zoho Cliq (paid) with my team (remote team : France, Madagascar and Tunisia). Unfortunately, we encounter issues everytime on audio call (and more when we use screenshare) with sound quality, audio lag, etc. We spend loooot of time to
        • How do I see what participants see when I am app sharing in a meeting?

          How do I see what participants see when I am app sharing in a meeting? In my view, I only see myself as active, but not the app (keynote on mac)
        • Items: Custom lookup field with values from a custom module?

          Use case: I have created a new custom module called Makes to hold the names of thousands of different manufacturers. I am trying to create a custom lookup field for Items that uses the custom module. I am not able to select the custom module for the lookup
        • Canva Integration

          Hello! As many marketing departments are streamlining their teams, many have begun utilizing Canva for all design mockups and approvals prior to its integration into Marketing automation software. While Zoho Social has this integration already accomplished,
        • Clone Entire Zoho Boooks Organization, including all transactions for testing & training

          Can Zoho Books support help with direct cloning of entire Zoho Books & Inventory Organization? including all transactions, just like a copy & paste or disk cloning. Is this possible?
        • Can't change login email address in zoho books.

          Hello, Does anyone have any idea how to change login email in zoho books?
        • Zoho Site Vs. Wordpress website - which is better ?

          Hi I  have a Wordpress website  hosted at hostgator.   I use zoho CRM  for leads , customers, scheduling , etc.  I am considering moving my website to zoho sites.  What are advantages  and disadvantages to using zoho site compared to a wordpress website? On a scale of 1 to 10 ,  how good is zoho sites?    zoho sites with being found by potential customer searching the web for products , services? I sell and service business phone systems into local markets in California. My goal would be to increase
        • Bank Reconciliation Reports Do Not Have the Requisite Information Needed for a Proper Bank Rec Report

          Basic accounting practices for bank reconciliations dictate that bank reconciliation reports have the following components: Date or Period of Reconciliation: The report should clearly state the date for which the reconciliation is being performed, typically
        • How to record chargeback in zoho books?

          Hi all, Does anyone know how to record a chargeback transaction in zoho books? Thanks, Mo
        • workflow fields before assigning the ticket when the client opens the case by email.

          I want to create a workflow that forces the technician to complete the mandatory fields before assigning the ticket when the client opens the case by email.
        • Answer to wrong email address

          Hi Everybody! When we receive a customer request (let's call him Peter) on our info@abc.com mail address, we manually forward the email message to Zoho desk (support@). Of course, sender of that message is info@abc.com and Zoho opens a new ticket with "info" as the contact name and info@abc.com as email address (nobody can blame Zoho for doing that). We then edit the ticket and fill in contact name (Peter), account name (Peter Ltd) and email address (peter@mail.com) of the customer. When we answer
        • Zoho Desk nog sending true Gmail

          Desk isn't sending our outgoing e-mail anymore. We can still receive e-mails but not send. I reconnected the email again and disabled the 2FA (to test). If I choose the Desk generated outgoing email address it works just fine. Please assist.
        • Add Hebrew Language Support for Zia Auto-Tag in Zoho Desk

          Dear Zoho Desk Team, We hope this message finds you well. We are currently utilizing the Zia Auto-Tag feature in Zoho Desk, which has proven to be quite valuable for categorizing and organizing tickets based on their content. However, we’ve encountered
        • Footer: Zoho make a big downgrad with new footer option

          Every post about the new footer function is negative and all say: its a big downgrade. The idea behind this new function was: Make it more simple. Great, now its faster and more simple to add an footer. But nobody from zoho team think about the more bigger
        • Need help with Zoho Billing/Subscriptions API

          Hello, We need help in figuring out which APIs to use in the following scenarios to process customer payments and manage subscriptions. When 14 days trial period is over and subscription status in Zoho changes to "TRIAL_EXPIRED" , customer comes back
        • Multiple Filters? Question answered many times, but never satisfactorily

          Hi. I love Zoho Creator.   However, I would like to know more about creating a view that allows users to easily filter the records, using several filters at once.   I know many people have asked this before, and mostly the answer given is "Use the search function, and search in each column for the required parameter"   However, this is not a satisfactory solution for a number of reasons:   1) You have to know the exact value to search for (sometimes the value might be a two or three word answer)
        • Sendmail with filtered report as attachment - Best practice ?

          Salut, I am scripting sendmail workflows with reports attached. I need those reports to be filtered. For example, a 10 subrows order would have 3 different suppliers, and I want those 3 suppliers to receive a copy of the order with only the subrows related
        • Issues w/ Screen Share & Accessing via Mobile Web Browsers

          1. How do I share my screen while still seeing video of myself & paticipants without rebroadcasting the participant video feeds? All other video conferencing tools provide this feature so not sure if it's a setting I'm missing or a programming oversight. 2. How do I know what screen/application I'm sharing? After selecting the screen/application a notice appears however it is appears on the wrong screen leading to confusion about what participants can actually see.  3. How to I allow participants
        • Time Limited Coupon or Expiring Link in Workflows

          I would like to see a feature where I can include a time limited link in Workflow Campaigns. For example: I could link to a sales page with a discount and set the link to expire after 24h. The link would be generated by Campaigns for each campaign sent
        • Option to duplicate views ( ticket and others)

          Hello, I would like to ask for the option to duplicates views, especially ticket views. Often we need to use the views for very particular information, including filtering out custom data. It would be great to allow duplicate an existing View, so it can
        • Option to copy/duplicate Custom Ticket views

          Hi Team, Hope you're all well. I was wondering if you would consider a feature on Custom Ticket views: The option to copy or duplicate an existing custom ticket view It would help tremendously for views with a lot of criteria that could be reused multiple
        • Democratize data visualization across your organization using Chart View in CRM

          Hello everyone - As part of CRM for Everyone, we've introduced a whole new set of features. This announcement will focus on one of them: Chart View. Why did we add this view? To put insights directly in the hands of the people closest to the action. Here's
        • Will Zoho implement DANE?

          I know that setting up DNSSEC and DANE is quite a risky process. But it will improve email security. With DANE, a server can verify a SSL certificate before connecting to the server. There are some RFC related to DANE which can be found here: DNS-based
        • How do I stop Notifications in Mail?

          How does one turn off notifications for our Mail accounts? Why is an answer to such a basic question impossible to find in this community forum? Also, could you point us to the most current user guide so we don't have to spend time asking such fundamental
        • Turning off self view in Zoho Meeting

          Hi Is it possible to turn off/hide self view in meetings?  Cant see any options for it. Thanks
        • Is it possible to hide self view in Zoho Meetings

          Hi - I want to hide my camera view when conducting meetings in Zoho Meetings.  Most of my meetings are one to one with clients & I prefer to focus on them them on the screen? I've searched and cant find any options for this? Thanks Ro
        • Darshan Hiranandani : Can I hide my self-view in Zoho Meetings, and if so, how?

          Hi everyone, I’m Darshan Hiranandani, looking for a way to hide my self-view during meetings in Zoho Meetings. I find that seeing my own video feed can be distracting, and I’d like to know if there’s an option to hide or disable it. Could anyone provide
        • mx.zoho.com servers blacklisted by UCEPROTECTL3

          Hello, An MXtoolbox check for my domain showed that UCEPROTECTL3 has blacklisted all three of the zoho MX servers. I am unable to sign up for Zeptomail service for our company transactional emails until this issue is resolved. But this is out of my hands.
        • How to integrate Zoho CRM, Zoho Forms and a WIX Web Site

          Attached video demonstrates how to use Zoho Forms included in Zoho One, to design a Contact Us form to be embedded into a WIX web site and integrated into Zoho CRM.
        • Events on Calendar disappeared

          hello, Events (e.g. repeating events) disappeared on my calendar for Wed, Oct 2, which led to missing some meetings on that day. What exactly is wrong? This is not the first time this is happening! Please, fix this calendar issue.
        • FICHIER FEC - ZOHO BOOKS

          J'ai testé le fichier FEC, disponible depuis quelques semaines dans zoho books pour les sociétés françaises. C'est une grande avancée car nous allons enfin pouvoir importer facilement (sans avoir à réaliser de complexes rapports dans zoho analytics) la
        • ERROR CODE :550 - Your message to <xxx@xxxxx.xx> was classified as SPAM.

          Hey Team, I'm using Zoho Mail with my own domain, and from some of the recipients I'm receiving following error message: ERROR CODE :550 - Your message to <xx@xxxx.xx> was classified as SPAM. Please add more content, cut down on HTML links, use fewer
        • Allow 3 Subforms in a custom module

          We have many custom modules in CRM and every now and then we need more than 2 subforms for a module We are on Zoho One Plan Can you please increase the subfrom limit from 2 to 3 Our current workaround is to create a solution in Zoho Creator and embed
        • Time Zones

          Hello, Is there a way to add a time zone in a Deal related to "bid due"? We work on projects across the world and even though some things adjust to my own time zone, I have found that any dates we manually enter - Bid Date, RFI Due Date, etc. do not appear
        • Create Zoho Project and assign a contact without account

          I’m trying to automate the creation of new projects in Zoho Projects using Zoho Flow. In my setup, I often need to assign projects to individual contacts who don’t have an associated Account/Company in Zoho CRM—just a personal contact. When I create a
        • Update main form's Lookup value following the completion of a Subform within that same main form

          Hi, It's quite a simple request but I'm struggling with getting the deluge to work smoothly. In short, I have a main form (Place_New_Order). Public users will be able to use it. They have a subform to complete with their contact details etc (name, email,
        • ZOHO LOGIN PROBLEM

          Hello, my name is Bernice. One of the users in our company is having a problem logging into their system. They had two-factor authentication on their phone but unfortunately, they lost that phone. Now when trying to login to their Zoho people they are
        • New in CRM: Dynamic filters for lookup fields

          Last modified on Oct 28, 2024: This feature was initially available only through Early Access upon request. It is now available to all users across all data centers, except for the IN DC. Users in the IN DC can temporarily request access using this form
        • Sync Zoho CRM Events with Google Calendar?

          Hi, Is there a way to permanently sync all events from Zoho CRM with Google Calendar? I’ve seen that you can link Zoho CRM to Zoho Calendar and then connect Zoho Calendar to Google Calendar — but is there a way to sync existing and future events from
        • Next Page