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

        • Feature Request: Ability to copy notecards to Windows desktop

          Hello, Please consider adding the ability to copy notecards to Windows desktop. Thanks!
        • Add RSS Feed Feature to Zoho Desk Communities and Knowledge Base

          It would be very useful to be able to get updates on content which is relevant to me from Zoho Desk Communities through RSS and also push my own Zoho Desk Community content to other platforms through RSS.
        • Do Individual Forums within Categories, in Desk Community, Produce Their Own RSS Feed?

          Do Individual Forums within Categories, in Desk Community, Produce Their Own RSS Feed? If not, can anyone share a work-around that could help me get an RSS feed for individual category forums?
        • Add customer to account based on domain name.

          I generate reports based on a the account field, i.e. companyX. In GoToAssist, my last provider, there was an option to automatically assign new ticket creators to a company (or account) based on their domain name. So for example, if a new employee creates
        • Zoho One Apps is not populating once clicked

          Hi Support, The Apps Menu button (corner right next to my profile) is not loading. It keeps flashing but nothing is showing up. When I type quick in the search bar to locate quickbooks, it continues to flash with no apps shown. Thanks
        • Tablet Pencil + Fillable Form

          Hi There, I just started using Zoho Writer Forms for our team on iOS. I noticed that some functions support 'scribble' or tablet pens and some do not. Is there a function I am missing where any text field can support 'scribble' or handwriting/printing
        • CRM API v2 AdWords GCLID Parameter

          Hi, I'm using AdWords Integration with Zoho CRM using a third party webform and can't manage to insert the "gclid" parameter via Zoho CRM API Leads endpoint (version 2). I already checked the following articles: 1. https://www.zoho.com/crm/help/google-adwords/configure.html#Third_Party 2. https://www.zoho.com/crm/help/api-diff/ Form submission works fine. On server side the gclid is correctly included in API request. The Lead is created successfully. All fields (system and custom) are populated correctly
        • Zoho Writer can be slow to load sometimes

          Hello! I've noticed that whenever I restart my web browser (Firefox 2) and try to open Zoho Writer, it always shows the login screen first, even if I have an URL direct to the writing interface itself. I don't recall it doing this in an older version, so why does it happen now? Also, sometimes when starting Zoho Writer, it gets stuck: I see the word "Loading..." come up and the page half-extends but never fully loads. I have to refresh the page totally in order to get it to work properly, but doing
        • Mass email processes

          Hello, I'm looking to send about 7k emails out. I have them in CSV format with most being people I have previously communicated with. My questions are: * What is the process for using Zoho to send this group of emails out utilizing Microsoft 365 ? I'm
        • Zoho WorkDrive 5.0 : d’un outil vers une solution intelligente de gestion de documents

          Dans un monde de plus en plus orienté vers les données, les entreprises doivent non seulement gérer une masse croissante de données non structurées, mais aussi en extraire des informations stratégiques. L’intelligence de contenu répond à ce besoin en
        • Weekly Tips: Avoid any email mishaps using Zoho Mail's Email Recall

          Let's say you have just sent an important email to a recipient with an important attachment. Moments after hitting send, you realize the attachment is outdated and missing some critical updates. Sending another corrected version of the email without addressing
        • Messaging

          Whenever i send a mail to someone, it come with the my name of the company, instead of the name of my company.
        • Can't receive emails. MX Records are good apparently.

          Hello, For the past couple of days I have been able to send but unable to receive email through Zoho Webmail. I went into Admin Console and it says: MX Records are configured correctly and Your Domains MX Records are pointed to Zoho. Could you please
        • How can I customize my sales pipeline in Zoho.com CRM ?

          Hi to all intelligent community members I’m Namrata Hinduja Geneva, Switzerland, new member in Zoho.com and in this community. Please resolve my query - How can I customize my sales pipeline in Zoho.com CRM to track the progress of deals more effectively?
        • Error when adding phone number

          Hi Team, I'm getting an error when trying to authenticate using my phone, please see image attached. thanks, Jose
        • Zoho Projects iOS app update: Revamp of toast message and an option to view the whiteboard images

          Hello everyone! In the most recent Zoho Projects app update, we have brought in support for the following features: 1. Toast message revamp: We have enhanced the toast message banners to a bolder interface. You will now be updated on the progress of uploads
        • Send a new invoice data from Books to local certified solution via API json due local compliance

          Greetings, I hope you are doing well and staying safe. Due to local compliance regulations, I am required to issue invoices exclusively using locally certified software, which Zoho Books is not. However, we would like to continue using Zoho Books, so
        • How to Populate the Amount field of a Deal by subform's aggregate data

          https://help.zoho.com/portal/community/topic/custom-function-25-%c2%a0populate-the-amount-field-of-a-deal-by-calculating-the-number-of-related-products-and-its-unit-price I'm trying to do an Deal amount update like this guide but I use a subform to calculate the product amount and price instead. Please help me writing the code. regards
        • Unblocking Outgoing Emails on exports@carelyexport.com – Urgent Assistance Needed

          We are a newly established export-import startup operating under the business name Carely Export, and we are currently using Zoho Mail for our business communications. However, we are experiencing an issue where our outgoing emails are being blocked,
        • Property Management: Creating Amazing Appointment Scheduling Sites

          Sometimes a property management company can be very busy where even some time and effort saved can make a difference in a world. If you are a property manager, would you not like it if you could spend the wasted time managing appointments to get your job done? This is where getting a booking appointment platform lets you improve efficiency and save time. The enticing scheduling appointment platform can also help get more clients in than normal. It will help you contend with other companies that have
        • IP BLACKLISTED UCEPROTECTL3

          Your IP 136.143.188.56 was NOT directly involved in aabuse, but has a bad neighborhood. Other customers within this range did not care about their security and got hacked, started spamming, or were even attacking others, while your provider has possibly
        • Adding Public Holidays to the Calendar

          Hi, How do you add a public holiday to the calendar, we are closed on public holidays but if someone has requested holidays over that time how do we avoid the day being deducted as this is already a paid holiday? 
        • Your inbox called; it wants less clutter

          Inbox full of ghosts? Let Auto-Close do the haunting. Ever stared at your support inbox wondering why half the chats are just… sitting there? No reply, no closure, just hanging like unread messages from a advertising company. Let’s fix that. With Auto-Close,
        • an issue in Zoho CRM where the workflow rule is not triggering

          H I’m currently facing an issue in Zoho CRM where the workflow rule is not triggering when a new lead is created through a webform. I’ve double-checked the criteria and field updates, everything seems fine but it still doesn’t fire. Has anyone faced this
        • Feature Request: Mass update selected Contacts to Accounts

          I can't believe this isn't an ability already. It's a quick fix that would save hours of manual entry time. This looks like it had been requested 3-4 years ago with no answers from staff! Please add all contact fields into the "mass update" menu. You
        • How to add the other customer to the list of customers

          So I have a list of customers with the option of other. So when I select other and the new customer, how to get to it be saved to that list in creator.
        • Automate and Personalize Engagement for Campaign Leads Using Zoho SalesIQ Chatbots

          Hi everyone! In our last post, we explored how to identify, qualify, and nurture leads using SalesIQ Triggers and Zoho Campaigns integration. To recap, once visitors meet your criteria, you can add them to a Campaigns mailing list with Triggers. When
        • compensation module - salary - No decimals allowed regardless of currency

          In the United Kingdom we have calculations in GBP which has figures to 2 decimal points. When using either the basic salary or using the CTC with benefits etc. It will block any upload or entry which is not a round number! I have advised Zoho One and
        • Unable to add estimate field to estimate template

          I have the field "SKU" as part of my service data. I can also see it as a column when displaying the list of services. However, I have no way to include it on my estimate template because the field is not showing as a column field to include for the service/part
        • Adding Today's Date into an email template

          Is it possible to add today's date into an email template? Any help would be gratefully received.
        • Entry created or updated - not getting all fields

          I have a flow that fires on an entry being created or updated in a custom module in CRM.  It is only supposed to proceed if a particular field is false and once fired, immediately updates that field to true to avoid running multiple times.  For some reason,
        • Help createing Inventory Volume report

          I've been working with Zoho support for a few months now trying to develop a inventory volume report. Though they have been helpful, it never seems to generate exactly what we're looking for. I thought I'd turn to the community for further help. We've
        • Zoho Sprints - Timesheet Rejected

          Does a user get notified is his Timesheet entry has been rejected?
        • Sixth Insight - The Hidden C in Data

          The Wheels of Ticketing - Desk Stories The Hidden C in Data [Importance of clean data] Data cleaning Data cleaning ensures ticketing systems' data is accurate, consistent, and complete. This process includes eliminating duplicates, fixing errors, and
        • Simple Text Search Function

          Would it be too much to ask for a simple text search function? My slide decks are often simply collections of slides of a random over, and I often have to find the slide I need at a moment's notice. A text search function, no matter how rudimentary, would
        • KPI Widget would not load columns

          My Zoho Analytics would not load columns on KPI Widgets, is there anyone who could help me on this?
        • Introducing the calendar view for Bigin's Activities module

          Hello everyone, We're excited to announce the calendar view in Bigin. This view presents all tasks, events, and calls in an intuitive and visually appealing interface, and will be set as the Activities module's default landing page, ensuring you have
        • Its 2022, can our customers log into CRM on their mobiles? Zoho Response: Maybe Later

          I am a long time Zoho CRM user. I have just started using the client portal feature. On the plus side I have found it very fast and very easy (for someone used to the CRM config) to set up a subset of module views that make a potentially extremely useful
        • Add documents/uploaded files in Zoho CRM records that can be accessed by all team members?

          Hi, I'm building out our small business' Zoho CRM implementation and are on a Zoho One plan. We do LED Lighting Projects for customers, and collect data like customer utility bill PDFs, and pictures of existing lighting that we want to keep in one centralized
        • Updates for Zoho Campaigns: Merge tag, footer, and autoresponder migration

          Hello everyone, We'd like to inform you of some upcoming changes with regard to Zoho Campaigns. We understand that change can be difficult, but we're dedicated to ensuring a smooth transition while keeping you all informed and engaged throughout the process.
        • Next Page