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.
L'équipe Zoho France
Topic Participants
Kinjal Lodaya
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-vousNovembre : 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 vousAoût : 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 pourJuillet : 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 fonctionCommunity 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
Schedule sms to be sent later
When will you make available an option to send sms's at a later time??? You finaly have this option available on emails, so it will be very useful to have it also with sms. Our sms provider, has already this available but we cannot use it because youEcommerce integration with prestashop
Development of campaigns integration with prestahop. When???How to create an article containing images and rich text via the api?
Hi, I'm trying to migrate our kb articles from our previous helpdesk service, and import them to ZohoDesk. Is there any way to create an article that contains images? Is it possible to add formatting to articles created via the API? Thanks, Adam.Number of statement execution limit exceeded on deluge scheduled function
I'm working on a send email functionality in creator that sends out crew work orders at the end of the day each day for the next day. I'm running into the issue that zoho is unable to handle the number of statements that I am doing to be able to successfullyColor of Text Box Changes
Sometimes I find the color of text boxes changed to a different color. This seems to happen when I reopen the same slide deck later. In the image that I am attaching, you see that the colors of the whole "virus," the "irology" part of "virology," andZoho SignForm In Progress But Cannot Be Completed
If a person starts signing a document (via SignForm), but closes the window before submitting, Zoho marks the document "in progress", but how do they finish signing it?How to show Assemblies AND component items in a report
Hi Is there any way in Analytics to create a report that shows the Composite Item AND the Component Items with mapped quantity? It seems that the component item is not exposed in any table that I can find. Also, the same question but for Stock on Hand.....thisMandatory Messages for Specific Members in Zoho Cliq Channels
Hello Zoho Cliq Team, We hope you're doing well. We would like to request a feature enhancement to Zoho Cliq that would allow marking certain messages in a channel as mandatory for specific members — with built-in tracking and reminders. 🎯 Use Case:Admin Access to Message Read Statistics in Zoho Cliq
Hello Zoho Cliq Team, We hope you're doing well. We would like to request a feature enhancement that would allow admins or channel owners to view read/unread statistics for messages, even if they were not the original sender. 🎯 Use Case: Currently, inOnline Member Visibility in Channels (Similar to WhatsApp Group Presence)
Hello Zoho Cliq Team, We hope you're doing well. We’d like to request an enhancement to Zoho Cliq’s channel experience by introducing online presence indicators for channel members — similar to how WhatsApp shows how many people in a group are currentlyShow ticket field in Zoho Desk only if that same field is not empty (API‑created records)
Zoho Team , We have a ticket workflow where every ticket is created via API based on dynamic logic from an external form. That form has complex logic and already decides what’s relevant to ask, and the API only populates fields in Zoho Desk based on thatMultiple Products on Ticket
Good morning. We will classify all tickets based on the product. Users sometimes send different requests on the same ticket, so we are facing some challenges. Is there a way to add more than one product to the ticket, or is there a way to tie the productNão recebo Email de confirmação e validação de cadastro do PagSeguro
Olá, utilizei uma das minhas contas de email Zoho para criar um cadastro no PagSeguro, contigo o email com o link de confirmação da conta não chega no meu email Zoho (nem.ma caixa de spam, nem na lixeira, e nem em outras pastas). Outros emails do PagSeguroDoes Thrive work with Zoho Billing (Subscriptions)?
I would like to use Thrive with Zoho Billing Subscriptions but don't see a way to do so. Can someone point me in the right direction? Thank youaccounts payable and receivable subaccounts
How to create accounts payable and receivable subaccounts? Being that I have several clients and in my balance sheet have to specify the accounts of each client and not only appear "accounts receivable or accounts payable" ??DUPLICATING WORKFLOWS IN CREATOR
Hi all, I want to duplicate and slightly amend 3 workflows in Creator so that I don't have to keep typing in all the rules and properties each time. I can see lots of videos on CRM with the 3 dots at the top of the workflow, but nothing like that in Creator.Add SKU to query options in `items` API endpoint
It would be very useful to be able to pull items by SKU in the API as this is a commonly used unique ID that tends to be consistent across systems.Estimates and invoices being sent from company-wide address, rather than individual
In our organization, team members send estimates and invoices through Zoho Books by using the "Send Email" function. However, for certain users, the system defaults to sending estimates and invoices from a shared organizational email address (e.g., company@example.com)Need profit margins for books in estimates & invoice
https://help.zoho.com/portal/en/community/topic/show-my-cost-or-profit-while-creating-estimateDecimal places settings for exchange rates
Hello, We are facing issues while matching vendor payments with banking feeds. As we often import products/services exchange rate comes into play. Currently, ZOHO allows only six digits for decimal places. We feel that conversions like JPY to INR requireItem Level Notifications
I need to create a custom workflow based on the creation of an estimate that has a SKU/Item name that matches certain criteria. I can have it generated based on a total amount, but not at the item level. Is this possible?Cannot categorize a bank deposit to an income sub-account
When I go to categorize a bank deposit, I am not able to see any income sub-accounts. If I set up an income account without a parent, then I am able to categorize a transaction into that account, but as soon as I make it a child account, it disappearsZV Extension passkey changes in v5.7.0
Has there any changes to the how passkeys are managed in ZV - Chrome extensions v5.7.0? Namely, if the passkeys were already implemented/enforced as 2FA on a certain webpage, but ZV does not track them yet. Would that be the issue for my use case?What's New in Zoho Billing - August 2025
Hello everyone, We are excited to share the latest updates and enhancements made to Zoho Billing in August 2025 to improve your overall billing management experience. Keep reading to learn more. Notify Customers About Subscriptions via WhatsApp BusinessHow do I get my account id?
Hello, I followed the instructions to get a list of accounts of the currently authenticated user (which is me, and I am logged in). But when I follow the below instructions I get the following error: ERROR: {"data":{"errorCode":"INVALID_TICKET","moreInfo":"Invalid ticket"},"status":{"code":400,"description":"Invalid Input"}} Instructions that I am following: GET - User account details Purpose The API retrieves the list of accounts of the currently authenticated user. Request URL http://mail.zoho.com/api/accountsWhy are tasks not showing in Zoho Calendar?
Hi there, I updated the Zoho calendar preferences for Task records to show on the calendar together with Meetings and Calls - see attached screenshot. Despite of that, Task records still won't show on the calendar. Is there a specific reason why thisZoho Payroll: Product Updates - July 2025
Over the past month, we've focused on making Zoho Payroll more flexible, compliant, and easier to use—whether you're processing complex payouts, ensuring accurate calculations, or meeting local tax regulations. Here's what's new: One-Time Payments andDiscussion for “sub product”, “sub item” or “child products”
Hello everyone, In some CRM systems, there is the ability to associate products in a hierarchical manner within a quote. For example: Product A: Gold Plan Product B: Setup Product C: Connector Product D: Silver Plan Product B: Setup Product C: ConnectorRetrieve Accidental Deleted User
Is there a way to undelete a user who accidentally deleted themselves?Request for Support - CRM Integration Issues
I’m reaching out to request assistance with the following items: 1. Zoho Forms Integration with Zoho CRM We are currently using Zoho Forms to send the Global Credit Application form to our customers. The intended workflow is for the form submissions toKnowledge Base Module
How to enable the knowledge base module in zoho crm account. I saw this module in one crm account but unable to find it other zoho crm account. can anyone know about this?Zoho sign changed Indexing of signing_order
Because I missed this Announcement (is there even one?): when you work with the indexes of actions > signing_order. Previous those started with 0 now starts with 1. Changed somewhere between 15.07 and 23.07How to Invoice Based on Timesheet Hours Logged on a Zoho FSM Work Order
Hi everyone, We’re working on optimizing our invoicing process in Zoho FSM, and we’ve run into a bit of a roadblock. Here’s our goal: We want to invoice based on the actual number of hours logged by our technicians on a job, specifically using the timesheetsZoho CRM Community Digest - June 2025 | Part 2
Welcome back to the Zoho CRM Community Digest! We’re wrapping up June with more fresh updates, smart discussions, and clever workarounds shared by the community. Product Updates: Struggling to keep track of scattered customer interactions? Zoho CRM'sAllow Variable Insertion in Prebuilt "Update Record" Action in Schedules
Hi Zoho Creator Team, Hope you're doing well. We’d like to submit a feature request based on our experience using Zoho Creator schedules to manage workflows integrated with Zoho Desk. We currently have an app where Zoho Desk tickets create records inRich Text Field Editor in Form Builder is Too Small and Not Resizable
Hello, I am experiencing a significant usability issue with the rich text field in the Zoho Forms builder. The editor window for this field is fixed-size and extremely small. It does not adapt to the screen size, which makes it very difficult to managePublicar Formulário
Obs. Não consigo publicar meus formulários, pesquisei alguns artigos, mas me deixou perdido, fala de campo sensível, não consigo entender o que significa. Segue Imagem do problema. Todo formulário que faço sempre termina assim sem o botão de publicar..Anyone else unable to login to ZMA this weekend?
Hey Is anyone else unable to log into Zoho Marketing Automation at all this weekend? I've been trying on multiple devices - despot and mobile - and multiple browser. I've reset browsing data, gone incognito. Nothing - since Friday I've been unable toCustom Action for Subform row
Dears, As for now, we only have 2 actions for each subform row: Edit and Delete. I would suggest to have custom action here, instead of create a button with Fx field within the subform. For example, I would create Duplicate button, which duplicates theUrgent: Unable to Receive OTP Email for Portal User Registration in Zoho Creator
I paid to enable the Portal User feature on 2/25, and followed the official instructions (Youtube video: Customer Portals | Zoho Creator) to set up the Portal User using my Gmail account. However, I am not receiving the OTP email and am unable to successfullyNext Page