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

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



Bonjour chers utilisateurs,
L'année 2024 s'achève doucement, mais les actualités continuent ! Découvrez un résumé!

Le mois dernier, nous avons organisé deux Meetup Community à Lyon et à Paris. Au nom de toute l’équipe, je tiens à vous remercier chaleureusement pour votre participation et votre soutien dans notre initiative de création d’une communauté régionale forte de Zoho en France. Certains d'entre vous ont déjà partagé leurs commentaires et nous ont fait part de quelques questions. Je prendrai contact avec vous très prochainement pour y répondre.
Si vous n’avez pas encore eu l’occasion de nous faire part de vos impressions, voici un lien pour le faire. De plus, pour celles et ceux qui n’ont pas pu participer, vous pouvez consulter la présentation ici.
Si vous souhaitez proposer une nouvelle une rencontre dans votre ville, n'hésitez pas à remplir ce formulaire. Nous évaluerons vos propositions en fonction du nombre de demandes.

En plus des rencontres, nous sommes ravis d'annoncer le lancement de Zoho Cliq 6.0 qui contient de nombreuses mises à jour conçues pour améliorer votre expérience de travail. Grâce à de nouvelles fonctionnalités et améliorations, nous simplifions le travail, boostons votre productivité et rendons la collaboration plus fluide que jamais.

La période des fêtes est idéale pour établir un lien avec votre public et augmenter l'engagement grâce à des campagnes d'e-mails créatives. Avec des boîtes mail qui se remplissent rapidement, vos e-mails doivent se démarquer pour capter l'attention de vos clients et les inciter à agir. Concevoir un e-mail festif qui attire l'attention tout en restant fidèle à votre marque peut représenter un véritable défi.
Pour vous aider à concevoir la campagne d'e-mail idéale pour les fêtes, nous avons mis au point une liste des éléments essentiels de design, qui rendront non seulement vos e-mails attractifs mais augmenteront également vos chances de transformer vos abonnés en clients fidèles.

N'hésitez pas à poser vos questions à Community et nous serons heureux d'y répondre. Restez connectés pour toutes les nouveautés Zoho et plus encore.

Pour accéder aux éditions précédentes, 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

        • Zoho Payroll: Product Updates | April 2025

          At Zoho Payroll, we’re always working to make every payday feel effortless. And sometimes, that means listening closely to your unique needs. This month, we’ve focused on adding features that give you the flexibility to pay your employees based on your
        • How to mass update member status in a CRM Campaign?

          Does anybody knows how to mass update member status of the contacts (or leads) associated to a campaign. I can click on a campaign record and go to the Contacts in the Related List fields but then it shows only 10 contacts per page at once. It is hard
        • CRM API w/ Self Client (Administrator): You do not have sufficient permission to associate this record. Contact your administrator.

          I am using the CRM API and am having an issue creating a contact. I've successfully created a contact linking to an existing account by ID, but then when I created a separate test account (which succeeded) and tried to create a contact linked to that
        • I need to know the IP address of ZOHO CRM.

          The link below is the IP address for Analytics, do you have CRM's? https://help.zoho.com/portal/ja/kb/analytics/users-guide/import-connect-to-database/cloud-database/articles/zoho-analytics%E3%81%AEip%E3%82%A2%E3%83%89%E3%83%AC%E3%82%B9 I would like to
        • Allow non admins to create folders

          I want to allow users in my company to create their own reporting based upon selected Datasources, however they currently can't create folders to save their work in. This can only be done by admins, which seems excessive. Is this possible ?
        • Filter a report for a specific bank and a specific transaction type (interest income)

          I am trying to run a report - any report - on a specific bank account for the interest income. I do not see it as an option. I can see the Bank Account under Account in the Filters, and I can see the Interest Income under Account in the Filters But I
        • How to launch ZohoIQ by clicking on URL

          I want to add an option for visitors to launch the chat by clicking a hyperlink.
        • Error: Unable to save integration in Desk

          Hi, Problem here. When I try to integrate Zoho CRM with Zoho Desk, I get an error when saving: Unable to save integration in Desk. See print screen below. I'm selecting the right accounts and fields, so not sure what's going wrong.
        • Sendmail based on individual subform rows on form submission

          Salut, My order form has an product subform with items that can be bought from different suppliers. I would like every suppliers to receive an email saying "you have an order" with all items (records) of the order associated with them. The suppliers'
        • Can't attach a file with ZOHO Mail

          I am a new user of ZOHO mail.  The attachment feature of the mail does not work.  I get the dialog box to choose the file, then nothing happens and it does not attach the file.  Please fix.
        • Gmail to Zoho Mail: Filters

          I'm considering a switch from Gmail (using its Workspace with a custom domain) to Zoho Mail. Reading the tutorials but didn't find the info on Gmail's filters. I have tons of them to auto-label my incoming emails. I know that those labeled emails will
        • How to nurture leads, manage contacts and grow your B2B business with SalesIQ?

          Zoho SalesIQ is one of the most powerful support tools in the industry and is preferred by millions of customers. SalesIQ is used to acquire leads across various sectors and automate your workflows. The all-new SalesIQ brings more power to your business
        • Contracts Management

          Hello, We are implementing Zoho FSM for our field service operations and, one of the features we are lacking is Service Contract Management. I was told that such feature might be in the pipeline but an estimated launch date for this is not available at
        • Filtering on header content

          I get a lot of spoofed emails which are usually filtered out but some slip through. At the moment I'm getting a load from this ip Received: from [221.162.176.78] (helo=akita-pu.ac.jp) which I'd like to filter out. Is there a way to filter on specific content in the email header?
        • Zoho Rentals

          Team, Zoho Inventory provides great features for Retail Sales and Purchases. On a similar note, There are significant portion of Rental industry would be missed out, if not looked into. Can we have a Zoho Rentals which can integrate with Zoho Inventory? Thanks!
        • Script on Page used as dashboard don't work anymore

          Salut, I have a page used as dashboard that worked fine, but recently the workflows don't seem to work, I have the icons like on a page for portal user when I try to look at it as admin. See screen shot : Anybody knows what could have happen ? The only
        • View Expenses in Zoho Books Without Approval or Reports in Zoho Expense

          Hello, I’m using both Zoho Books and Zoho Expense (on the free plan for both). I would like to view the expenses recorded in Zoho Expense within Zoho Books, but I read that they need to be approved first. Since I manage a small freelance business, I don’t
        • Change default "Sort by"

          Is there a way to change the default "sort by" when searching across modules?" in Zoho CRM? Currently the default sort method is "Modified time" but i would like to utilize the second option of "relevance" as the sort by default and not have to change
        • Create project (flow) and assign to person without account (company)

          Hi Zoho Support & Community, I'm trying to automate a process using Zoho Flow to create a Zoho Project and link it directly to a Zoho CRM Contact. This reflects our B2C workflow where we primarily deal with individual Contacts, not Companies/Accounts.
        • Can Zoho CRM JS SDK Send Notifications, Create Tasks & Calendar Events?

          Hello everyone! I’m just starting to explore this topic, so please excuse my beginner-level questions! Is it possible to use the JS SDK (https://help.zwidgets.com/help/latest/index.html) to: Send messages (signals, notifications) to specific employees,
        • Restricting Printing

          Hi Is it possible to stop users printing documents?
        • Backup and Restore of Projects

          Hi Guys, my boss asked me "do we store regulary offline Backups of Zoho Projects" and i could only answer "no way". Is there really no way to backup and restore a project manualy? As Projects is the main Product we decided to use Zoho it could be that
        • Enable Zia Bot for Intelligent Conversations in Zoho Cliq

          Hi Zoho Cliq Team, We would like to request a new feature: the ability to interact with Zia via a dedicated bot in Zoho Cliq, in a way similar to how users interact with GPT-based assistants. Use Case: We're looking for functionality beyond the existing
        • Data types in custom fields

          Hi, I've been trying to create a custom field to enter purchase order dates , but there is only one data type in the drop down to choose from which is a "Text Box ( Single Line )". I need the "Date" Data type. Please give me a solution regarding thi
        • No Non-Color Highlighting

          I highlight in pink for important things I need to do in a note, and when those are completed I would choose the no highlight option. It used to be one of the options at the end of the color list. It was no color with a cross through it. After using a
        • Can't attach

          I am having problems sending attachments. I am trying to attach some PDFs to an email (as I do several times every day) but the progress bar on the attached file gets stuck somewhere between 20%-70% and when I hit send I get the error message 'Attachment
        • Button on Deal screen to automate changing deal dates?

          Hi I spend a lot of time working with our accounts managers here moving deals around the calendar, qualifying things etc. I'd like to have an easy way to change the closing date on a deal, from the deal screen table, rather than either click in to the
        • Automatic Department and Employee Sync Between Zoho One and Zoho People

          Dear Zoho Support, I'm writing to propose a valuable feature request that would streamline data management and improve user experience within the Zoho ecosystem: automatic synchronization between departments and employees in Zoho One and Zoho People.
        • How to authenticate my domain on ovh

          I don't succeed in adding an domain authentification on ovh. Should i first create a subdomain? But this doesn't work either, ti gi ves te same screen and the next button is greyed out when adding the info received from zoho
        • Undelivered Mail Returned to Sender

          commerciale@etruriadesign.it, ERROR CODE :550 - "The mail server detected your message as spam and has prevented delivery." I have been corresponding with the receiver and they wrote "Ciao, ho fatto verificare ma purtroppo non è un problema che deriva
        • Notifications no longer being sent to my email address for any scheduled events

          The last few weeks, I stopped receiving email notifications to my email for events I have scheduled and have a selected reminder option checked.
        • Group to shared mailbox conversion

          Is it possible to convert a group in Zoho mail to a shared mailbox?
        • why do I get error message each time I open zoho mail

          why do I get error message each time I open zoho mail
        • Cross-department Parent-Child ticketing for faster and efficient ticket resolution

          Hello everyone, Organizations frequently need to have multiple departments set up in their customer service ticketing system. However, when a customer raises an issue or an internal process that requires agents to collaborate with their peers, a lack
        • Can't setup email on outlook (Android Phone)

          Dear All Support, I have tried many time to setup this zoho mail over the android phone (outlook app) . But it's always show me to check username/password of my email . But i can login from the webmail , that's why i confuse , How can i able to access
        • Having problem with MX records and SPF

          Hi there, I have been facing a problem that my zoho mail doesn't receive mail. See Error in below The MX Records of your domain(s) mydomain.com are not pointed to Zoho and you may not receive emails in Zoho SPF entries in your domains DNS are not configured
        • ZOHO Mail App Not working

          There seems to be an issue with Zoho Mail App today. It is not connecting to server, internet is working fine, tried uninstalling app and reinstalling, loading circle keeps spinning round. Is there an update on the way?
        • Account with own domain, IMAP vs IMAPPRO

          Hi, I have email account with my own domain. I use Em Client email plan and when I use IMAPPRO incoming host, email comes in Em Client only when I restart program. If I use IMAP incoming host everything is ok. Port is 993 both option. Why so? What´s different
        • Automatic Display the Price from CPQ

          Is it possible to display the discounted price from CPQ that I created for my customer? For example, when the customer selects Product A, instead of showing the default price, it should display the discounted CPQ price.
        • Enhancement - Financial Reports

          Hello Everyone, As part of enhancing reports in Zoho Books, we have added an option`Compare With` in Financial reports. Using this, you can compare the current period with Previous Year(s)/Previous Period(s) (Maximum 3 periods). This option is available in the following Financial Reports: * Profit and Loss * Cash Flow Statement * Balance Sheet Please feel free to share your feedback.  We are glad to hear from you. Regards, Nithya - Zoho Books Team.
        • Next Page