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

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


Bonjour chers utilisateurs,
Découvrons les dernières mises à jour et les échanges du mois de mars.
Zoho CRM fait peau neuve ! Avez-vous déjà essayé notre mise à jour ? Pour en savoir plus sur 'Zoho CRM for Everyone', lisez cet article. En plus nous avons récemment animé un webinaire autour du nouveau CRM for Everyone. Retrouvez l’enregistrement ici si vous n’avez pas pu y assister.
      Avec l’explosion des réseaux sociaux, notre manière de communiquer s’est transformée. Entre les vidéos populaires sur Instagram, les idées créatives sur Pinterest ou encore les trouvailles de Facebook Marketplace, ces plateformes se sont ancrées dans notre quotidien. Elles facilitent les connexions, dictent (ou défient) les tendances et simplifient nos achats. Cependant, au cœur de cette effervescence numérique, un canal demeure solide et efficace : l’email. Dans cet article, découvrez comment et pourquoi ces piliers incontournables du marketing peuvent et devraient s’unir pour maximiser leur impact.
      L’Intelligence Artificielle Générative (Gen AI) révolutionne de nombreux domaines grâce à sa rapidité, flexibilité et facilité d’accès, devenant ainsi un véritable moteur d’innovation. Conscients de son importance croissante, nous sommes heureux d’annoncer le lancement de la version bêta de Zia GenAI dans Zoho Desk. Ce modèle d’IA a été spécialement conçu pour renforcer l’efficacité et la qualité du support client. Nous vous invitons à le découvrir dès maintenant et à en explorer tout le potentiel.
      Et ce n’est pas tout ! Nous avons eu le plaisir d’organiser une série de meet-ups riches en échanges à Lyon, Toulouse et Paris. Des discussions captivantes, des témoignages concrets sur Zoho CRM (Portails & Canvas), Zoho Desk et Zoho Voice, et de beaux souvenirs avant notre prochaine rencontre aux Zoholics !


      Merci à toutes et à tous pour votre présence et votre participation active ! Pour celles et ceux qui n’ont pas pu y assister, nous espérons vivement vous accueillir lors de nos prochains événements.
Mais il nous reste encore une nouvelle à vous partager, et pas des moindres : le retour de Zoholics, notre conférence exclusive dédiée aux utilisateurs.

Qu'est-ce que Zoholics ?

      Zoholics est notre conférence utilisateurs, conçue pour former aussi bien nos clients que nos prospects sur l’ensemble de nos produits. Organisé à travers le monde, cet événement met l’accent sur l’apprentissage et les échanges entre membres de la communauté Zoho, afin de vous aider à exploiter tout le potentiel de nos solutions.
      Avec des sessions couvrant tous les niveaux — des bases essentielles aux techniques les plus avancées — Zoholics est l’endroit idéal pour découvrir de nouvelles astuces, approfondir vos connaissances et faire évoluer votre entreprise.
Envie d’en savoir plus sur Zoholics ? C’est par ici. Prêt à réserver votre place ? 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

        • mail rejected because of sender's SPF record issue

          We recently started hearing from customers that email is bouncing with the error: 550 5.7.23 Sender's SPF Policy Failure We cannot reject email because sender's DNS record is wrong. We need to accept mail in most cases. How do we fix this (because clearly

        • No fue posible enviar el mensaje;Motivo:554 5.1.8 Email Outgoing Blocked.

          Hola! quiero enviar un correo electronico desde mi casilla de correo " tallerenproceso@zoho.com" y no me permite, porque dice: " No fue posible enviar el mensaje;Motivo:554 5.1.8 Email Outgoing Blocked." lei que otros usuarios le daban respuesta de almacenamiento,

        • BLOQUEO DE POP-ENTRANTE

          Solicito con urgencia su apoyo, la cuenta dnanez@mirandacorredores.pe tiene problemas con el correo entrante. Tiene habilitado la opción POP en ZOHO y maneja sus correos con la herramienta Outlook, sin embargo no puede recibir ningún correo ya que aparece

        • Making preview pane "stick"

          Hello, Is it possible to fix/dock the preview pane so that it's always there? The modern monitors are all very wide so there's plenty of space horizontally. Having the preview pane disappearing and appearing again when you click on an email message in

        • Renew expired domain

          Hi My domain expired in early September. I tried to renew it but to make the transaction was an error. In the control panel, the renewal option does not appear. It happened more than 1 month and already I'm having problems with mail. When I go to a site

        • Print Email without Header Information - How?

          How do we print an email without printing the header? More and more vendors are emailing us invoices embedded in the email - not as an attachment. However, because the email print function automatically prints the email header, the invoices are split

        • Metrics available in Canada ?

          Hello, For the portal, the metrics looks empty for me. It says something like "no portal to display". Do I have to do something special to get it started or it is just not available yet for Canada ? Sylvain

        • In Zoho Desk, is there a way to see a list of comments that I've been tagged in?

          Thanks in advance!

        • Tracking product & invoice margins and costs

          We currently use Zoho Invoice and looking to understand how other people manage their product costs, margins, reporting etc. How do you know how much a particular job/invoice has made you and the costs involved? We have over 100,000 SKUs so not sure how

        • ZOHO ONE Inventory and ZOHO FSM

          Zoho ONE Inventory sees a warehouse just as a warehouse. You have to be a ZOHO ONE usher for example to use a warehouse like counting stock while you have to buy a warehouse as an Add one separately from ZOHO ONE Inventory to use it for ZOHO FSM In ZOHO

        • Get custom field value using deluge

          Hi everyone, I'm trying to get the value in a field using deluge in Desk, but i have i couldn't find an answer anywhere, this is my code : response = zoho.desk.getRecordById(OrgID,"tickets",TicketID); info response.get("cf_supplier");

        • Zoho Mail + Godaddy + Other Hosting how to configure

          Hi, I have taken zoho mail subscription, domain registered on godaddy and hosting taken from other hosting provider. So I have updated third party hosting nameserver on godaddy So now unable to add DNS records in Godaddy. Please give the solution.

        • how to enable multi DC option in my organization tenant that using zoho sign to give chance to any external users from any DC to sign our docs?

          how to enable multi-DC option in my organization tenant that using zoho sign to give chance to any external users from any DC to sign our docs?

        • automatic follow up alerts if potential stage doesn´t change in a certain period

          I want to control the whole sale process through setting a different Lead status or Potential Stage each time the lead or potential reaches a certain milestone in the sale process. The idea behind that is that a change in the lead status or potential stage triggers rules which have tasks that move the sales process forward. For example, if a Lead asks for a quotation, the Lead owner will set its status as "converto to potential", which triggers a rule that has a task attached to convert the lead

        • How to set up ‘Adjusted Revenue’ in Zoho Books?

          Hello, I have a marketing agency where I typically offer social media management and advertising services to local clients on a retainer/monthly-recurring basis. One of my core services include Ad Spend (we call it Digital Media Buying), which contributes

        • Aliasing Tables in Reports

          I'm trying to build a Query Table in Zoho Reports using my Zoho CRM data, and I'm running into this error:   Whenever a table alias is defined, kindly use table alias name before the respective columns used in SELECT query I'm trying to create a query table that joins several aliases of the Contacts table to the Opportunities table.  For example, an Opportunity has a Primary Contact, a Referral Source, a Primary Liaison, and an Agent.  All four of these are represented in the Opportunities table

        • Close task from list view

          Hi everyone, I’m trying to find a way to streamline task management in Zoho CRM. Specifically, I want to know if it’s possible to add a button directly in the list view of the Tasks module one button per task that allows users to close a task without

        • Import or migrate a Word Press website into Zoho Sites?

          Is it possible to import or migrate a Word Press website into Zoho Sites?

        • Automatically open a widget

          How do I make a widget open automatically if a user views any record from a specific module?

        • Restrict Access to Dashboard Tab to some users

          Is there a way to restrict the access to a specific tab of my dashboard to some users? Say I have a dashboard of HR with 3 tabs, and I want to allow some users to have access to only 2 tabs. How could I do this? Thanks

        • Hotmail rejecting mail

          I have paid Zoho account. Hotmail is rejectying mail from Zoho because Zoho is on hotmail block list ---- On Tue, 15 Oct 2024 10:30:47 +1300 <mailer-daemon@mail.zoho.com.au> wrote --- This message was created automatically by mail delivery software. A

        • How to Send and Document for Signing using Power Automate?

          Hello Everyone, I am looking for a way to send a document for signature using Power Automate. Specifically, I would like to automate the process of sending documents (such as contracts or forms) to recipients for signing and also track the status of those

        • Zoho Sign not working in Canada Feb 06, 2025

          When logging into zoho sign a short while ago we are seeing gibberish in the standard buttons, and when clicked on nothing happens, rendering the service broken. Please update and advise soonest.

        • How to easily share and organize templates with users? We need template folders!

          Greetings, I have many requests for features of this software. We have many Zoho / ManageEngine products, and they are all so close to being awesome if it weren't for some fundamental shortcomings that I have been told repeatedly to "kindly submit a request"

        • Downloading chat history

          Is there a way to download our full chat history?

        • CRM Mobile - Ability to email Record Notes

          By accident, I found that if I long press a record Note in the CRM Mobile app, I can email the note and the attachment. This is a wonderful find. Question: Is there a way to email a CRM record Note from the desktop? Thank you! Amy

        • Zoho Books API Charging a customer with their Creditcard or ACH Banking info

          It is unclear if using this API, can acutally charge the customer. https://www.zoho.com/books/api/v3/customer-payments/#create-a-payment When we process invoices in Books, we Select "Record Payment" and then Charge Customer. The Client has either a CreditCard

        • zBooks Custom Script with deluge - Custom Field shows NULL

          I am trying to read a custom-field from the item module, which is a decimal. time = item.get("cf_reparatur_dauer_h"); The answer is always NULL. I have already seen similar topics in the forum, but they are already 4 years old and do not work (anymore).

        • Não consigo receber e-mails

          Não consigo receber emails, apenas enviar. Pode analisar o problema, please?

        • Can't search any new records

          I ran into an issue with search. I added a new contact and potential and couldn't find it when I did a search. I later found out from a Zoho CRM support rep that you can't search new records. The new records will never show up in search. You will have

        • Announcing new features in Trident for Windows (v.1.24.4.0)

          Hello Community, Trident for Windows is here with exciting new features to elevate your workflow and enhance productivity. Let’s dive into what’s new! Add WorkDrive files as attachments in the Mail Composer. Previously, you could only attach files from

        • Unfurling Unlimited Possibilities in Zoho Cliq 🔗

          Are you tired of your app links looking plain? Imagine if the shared links came to life with custom previews, organized data, and one-click actions, making chats more interactive. With the Cliq platform's unfurl handlers, let's see how developers can

        • Comparing 2 forms not linked to send email

          Hi, I want to compare 2 forms not linked, but with identical customer email fields. Form 1 : CustomerForm Form 1 fields : CustEmail, PartnerEmail, Reminder (yes-no) Form 2 : CalendarForm Form 2 fields : CustEmail, DeliveryDate, DeliveryLocation The aim

        • Outlook 2016 configured to Zoho

          I set up my Zoho mail in Outlook 2016. It works fine; however, Outlook often requests the Zoho Mail Password. Of course, the password is correct, but this isn't very annoying. Do you have any idea how to solve this?

        • Sending email to Gmail accts - Error Code :550 - 5.7.26

          Some of my emails to gmail accounts are coming back "undelivered mail returned to sender." It doesn't happen every time and sometimes I can just re-send and it goes through. Can someone help me fix this? Thanks, Christine ERROR CODE :550 - 5.7.26 This

        • Kiosk can't merge picklist or multiselect

          There is no ability to load a multiselect or picklikst field into a kiosk with the values that have been previously selected. So, I essentially have 3 unacceptable options: 1.)Load the value into a text string and include instructions like this: "Picklist

        • Enable more than one custom domain

          Hello Zoho team, we have more than one business inside of our CRM implementation. The two businesses have different websites and represent two sides of the same industry. So they are related to each other, but have different brandings. User of one business

        • MFA & MS Outlook

          I just installed the Zoho MFA app, and there's a problem. MS Outlook, on Mac, iPad, and Win10, can no longer access my email account. I can get in using a web browser, but not with Outlook. Outlook says it needs a password. I've tried my old password,

        • Possible to use Client Script to colour code picklist field value?

          I have hit the limit in my current subscription plan for colour coding picklist field values and need to colour code more picklist field values. Is it possible to achieve this functionality using the Client Script in Edit Page/Create Page/Clone Page

        • How can I update a field in Zoho CRM based on activity from FSM/Invoice

          We're trying to separate our clients into 3 categories based on the date they were last invoiced (not when a CRM deal has been won). I've set up a custom field called 'Last Invoice Date' in the Accounts module in CRM. I've also replicated this field in

        • Next Page