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

        • Zoho Social vous présente Linkthread : un seul lien pour tout votre univers digital

          Nous sommes fiers de vous présenter Linkthread, la toute dernière solution signée Zoho Social. Cet outil repense la manière de partager vos contenus sur les réseaux sociaux, en offrant une expérience plus fluide, personnalisée et impactante. Pourquoi
        • Automatically restrict access to a sub-folder within a team folder

          I have a flow that creates a folder within a team folder and then it creates a handfull of sub folder within each folder that is created in this team environment. There is one folder that is created in this team environment that i want to restrict access
        • Task List Workflow Rule

          I'm having an issue when creating a workflow rule to notify customers by email of the project progress. I need the criteria to be TASK LIST STATUS not just task status. I don't want our customers getting too many email notifications throughout the project,
        • Using Zoho for Quarterly Forecasts and Tracking Sales

          Hi, I'm trying to set up Zoho to be useful for our company, and am finding it exceedingly difficult. We sell inexpensive products directly to a large number of accounts. All I want to do is to be able to make quarterly sales estimates, then track how
        • Adding Sender Address with Basic Plan

          According to the knowledge base, I should be able to add Sender addresses with the Basic Plan. But whenever I try to add an email, it takes me to a search window and I cannot find any emails in the list. Even mine, which is the admin. email.
        • Payment for product renewal

          Good morning, I am requesting your kind assistance to renew my subscription because when I try to make the payment I get this way
        • Email with uppercase letters causes problem with portal

          Hello, When my customers register on a form, if they use uppercase letters in their email adress it causes problem with the portal. When I send the invitation for the portal, all letters are automatically modified in lowercase by the system, and when
        • Introducing Color and Order Preferences for Blueprint Transitions

          Blueprints exist to improve the efficiency of your company's processes and ensure compliance — but only if your users follow them promptly. More often than not, your users may find it challenging to adopt your processes and follow through on them, especially
        • The Status in Zoho Finance is inaccurate

          We have many overdue invoices, but when we try to filter it by Status Overdue in the Zoho Finance Module it shows it as none This is also creating a problem when I need to Create a Chart or KPI for overdue Invoices If I open the Invoice I can see the
        • Permissions within a sub-folder

          Hi all, I am interested to know if it is possible to remove a member from a subfolder, even if he/she is member of a folder of higher hierarchy. As an example, let's assume I add 5 members in folder X with Edit privileges and folder X has several sub-folders, let's say X1, X2, ...., X1.1, X1.2, ... In this case, all 5 members inherit the same privileges to all sub folders. Is it possible to go and change the privilege in one of the subfolders? So far, I have not managed to do it. thank you, Sofoklis
        • Workdrive - permissions inside folders

          Is it possible to set folder permissions inside team folders that are different to the main folder? My specific case is so that I can share a team folder with my sales team, to access shared docs, but have one folder per user that are shared only with
        • Hide subfolders in a team folder

          Hello, I am starting to use Zoho WorkDrive to manage files and I find the need to restrict access to a subfolder in the team folder for some users until all of the documents in it are ready to be printed. However, I do not want to create separate team
        • Introducing WhatsApp Marketing with Zoho Marketing Automation

          Dear Marketers, In the world of marketing, personalizing engagements with customers is often exhaustive but—thanks to WhatsApp—not exactly mysterious. WhatsApp has evolved from a simple messaging platform to a sophisticated tool for sending out marketing
        • Zoho CRM - Analytics: How Can I Set Monday as First Day of The Week?

          Hello, In the analytics section of our Zoho CRM (not Zoho Analytics), we would like to track our SDRs' outreach activity. However, it appears that Zoho CRM treats Sunday as the first day of the week for the "This Week" and "Previous Week" filters. How
        • Location functionality now deletes bundle information if changed

          With the introduction of Locations, we are experiencing several issues. 1. When bundling an item, the 'default' is to the organisation, not a location. This is not a significant issues, other than when you change the value, any batch tracking information
        • Is Zoho Abandoning Zapier Integrations in Favor of Flow?

          I recently invested in a paid Zapier account to automate key parts of my Zoho workflows, but I’m hitting roadblocks. Zoho’s automation tool, Flow, clearly gets the lion’s share of development effort, and their Zapier connectors feel neglected. When I
        • Bookmark order

          Hi all, We have a very big document/template that requires manual editing after doing a mail merge. To make this easier, I thought I would add bookmarks to navigate to the areas that will require editing. I thought these would be in order that they appear
        • Voicemail to Text Transcription

          Hello, We use the Twilio phone integration in Zoho Desk. When a voicemail is left, it creates a Ticket in Zoho Desk, and we are able to listen to the audio recording in the Ticket. My hope is to also have a voicemail-to-text transcription show up in the
        • Workflow to update the field "Deposit To" in Sales Receipt/Invoice

          After an invoice/sales receipt is created, I can't find a way to create a workflow that would update the field "Deposit To". Apparently, some other fields are visible in the workflow, but not the "Deposit To". Any insight?
        • payment gateway disabling in my ecommerce store

          hi i have disabled my payment gateway paytm from my website soigne from the backend but it is showing in my front end part when someone orders my products i want to remove it completelty so that it does not show in the front end part plz give me a suitable
        • Record GST Paid for Imported Goods

          In Australia, goods that imported from overseas needs to pay GST per invocied value. In most case, the freight forwader (logistic agent) paid this on behalf of importer (us), and invoice us in together in their freight invocie.  How do we setup a proper
        • subscribe email list for offer and updates is not working for zoho commerce

          my subscribing to email list is not working for offers and updates for my ecommerce website soignee it is saying please wait can anyone tell me the reason for this
        • how do i see a list of active End Users?

          looking for a list of who i sent invitations to be an End User?  who has signed up? 
        • Email template for customer notification on ticket reply is not being used

          I've set up an email template for notify contact up upon receiving a reply in ticket. When I send a reply to the ticket, it is not using that email template. It just sends a normal looking email. How do I make it so that the email template is being used?
        • Conversation to Resolution

          Good day, I'd like to know how others are doing it. When we close a ticket, we reply to the ticket via email with photos of the issue and disclaimers. Then, we enter (copy and paste) the exact text in the resolution for reporting. I asked Zogo for a possible
        • Zoho Desk - Feature Request - Add more social channels on Community user profile

          Hi Team, While updating my profile here I noticed that it is only possible to add Facebook and Twitter social links. 1. Please consider adding at least LinkedIn and if possible, other popular channels. 2. Please consider renaming Twitter field name to
        • Train Zia answer bot on only part of Knowledge Base?

          We are trialing Zia answer bot and hope to use it on the knowledge base to help our users find the information they are looking for. I have found how to train Zia on the entirety of our knowledge base. But is there a way to train it on only certain categories
        • ViewID and Zoho Desk API

          I'm looking at the documentation for Listing contacts and it looks like you can filter by ViewID. I assume this is views created in a department or all departments. Is this correct? And if so, how do I find the ViewID for that view? EDIT: I see the view
        • In Zoho CRM, is it possible to transition from Approach 1 to Approach 3 based on the contract End Date? automatically

          In Zoho CRM, is it possible to transition from Approach 1 to Approach 3 based on the contract End Date? I have one issue between Approach 1 to Approach 3 there is another transition Approach 2 Iam faceing the issue if use the blue print API means i able
        • HOW CAN I ADD NOTE FIELD IN EMAIL TEMPLATE?

          I have an email template which i use as a lost deal notification. I would like to mention "Note" field also which captures the reason for the lost deal. I am not able to do so and i checked with help desk and they confirmed that it is not possible. Is
        • Remove OpenAI Dependency for Zia Meeting Keynotes & Add Hebrew Support

          Hi Zoho Meeting Team, Hope you're doing well. We would like to request the following enhancements to the Zia integration for meeting keynotes in Zoho Meeting: 1. Remove the Dependency on OpenAI's ChatGPT Currently, Zia uses OpenAI’s ChatGPT to generate
        • ZOHO Task deleted accidently

          Hello team, Can you please help me with a deleted task that was created in general task list for one of my project. The task is very important to me as it was created by client. Please help me.
        • I dont see Timesheet configuration for my client

          I dont see Timesheet configuration for my client
        • Add Hebrew Support for Meeting Transcripts Provided by ZIA in Zoho Cliq

          Hi Zoho Cliq Team, Hope you're doing well. We would like to request the addition of Hebrew language support for the Meeting Transcript and Summary feature in Zoho Cliq. Currently the transcript and summary feature is available for recorded meetings and
        • Zoho Inventory for VEHICLE Business

          Can someone guide me, how we can import list of stock items pertaining to stock of cars. The unique number is Chassis Number
        • update warehouse id for closed credit notes

          the code run successfully but its not updating the warehouse, i send payload of warehouse id and name ,then tried to clone exisitng with updated fields .. lost one week in this.. <?php namespace App\Http\Controllers; use Illuminate\Http\Request; use App\Libraries\ZohoConnector;
        • Monitor Ticket Transition Through Lifecycle Report

          Hello everyone, We have introduced lifecycle report under the pre-defined or static reports to provide better visibility of ticket transitions. For more information kindly refer to the help doc: Monitoring Ticket Transition with Lifecycle Reports Importance
        • Importing Tasks : Where is the flexible work hours field ?

          I need to be able to import a years worth of flexible hours for our part time workers, but I can't find what field to import to. When I do an export, there is nothing that signifies Standard/Flexible and whenever I import it automatically sets it to Standard...
        • Zoho Campaign initial Setup

          Clarification on Contact Consent for Email Campaigns in Zoho Campaigns I’m currently setting up an email marketing campaign for my organization using Zoho Campaigns, and while going through the process, I came across the requirement of having contact
        • Zoho Projects Roadshow, Australia & New Zealand - 2025

          Dear Users, We are happy to announce the Zoho Projects Roadshows 2025 in Melbourne & Auckland. Our team will discuss industry specific solutions as well as help network with other participants. If you are an existing user of Zoho CRM, Zoho Books, or Zoho
        • Next Page