Mai : Un résumé de ce qui s'est passé le mois dernier sur Community

Mai : Un résumé de ce qui s'est passé le mois dernier sur Community



Bonjour chers utilisateurs,
 
Un nouveau mois se termine au sein de la communauté Zoho France. Découvrons ensemble un résumé des activités du mois de mai.
 
Nous avons traité des sujets notamment le nouvel URL du domaine du centre d'aide qui sera une autre couche de sécurité dans Zoho Desk ainsi que la personnalisation de menu déroulant dans Zoho CRM.  
 
Chez Zoho Bigin, nous comprenons que la création d'une entreprise est souvent un processus complexe, c'est pourquoi nous avons rassemblé dix conseils qui vous donneront une longueur d'avance.
 
Pour Zoho One, nous avons commencé la nouvelle série de la gestion de stocks depuis Zoho Inventory. Dans ce contexte, quelques sujets évoqués sont les avantages d'un système de gestion des stocks, les premiers pas de la configuration et comment gérer les produits au sein de Zoho Inventory.
 
L'un de vos principaux outils de marketing, Zoho Campaigns a lancé une nouvelle édition uniquement pour les agences de marketing qui va les aider à surmonter les défis comme la gestion des plusieurs clients, la planification du contenu, la conception de modèles, et ainsi de suite.
 
Nous avons toujours de bonnes nouvelles à partager avec vous, chers utilisateurs, et cette fois-ci, il s'agit de "Zoholics", la conférence annuelle des utilisateurs de zoho, qui est de retour à Paris.
 
Profitez de nos offres spéciales et réservez vos places avant de les perdre.
 

À bientôt

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

        • Introducing more AES digital signature options in Zoho Sign

          Greetings! Zoho Sign has continually strived to partner with trust service providers across the globe to give you complete security and confidence, so you can e-sign documents no matter where you are. We've recently partnered with IgniSign, a trust service
        • Shuffling between one note to the next

          I usually start all my notes per interaction with a contact with the date and then a little detail. But when I search for it it only see a small portion of the note and can't immediately tell which contact its associated with. can we make the note content
        • Important Update: TRAI Mandates New SMS Header Format

          Hello everyone, We have an announcement regarding a new regulation by the Telephone Regulatory Authority of India (TRAI) that affects all application-to-person (A2P) SMS services. Starting on May 6, 2025, TRAI has mandated that telecom service providers
        • Preview generation in progress for days

          I uploaded a video file to Zoho webinar. The file has been showing Preview generation in progress for days. Pls help, why is not approved?
        • Workdrive Upload Notification

          Is there a way to be notified when someone externally has uploaded files to a folder? The "Unread" tab is really worthless because it shows all files from every directory on the system. I just need an email (or bell at worst) that says "someone has uploaded into <foldername>".
        • Workflow for "Expenses" module?

          Hi there, over the last 2 years, Zoho Expense has seen tremendous growth and we are happy with it. But, sometimes it is frustrating to see things are being implemented halfheartedly, or so it seems. For example, There is the possibility to create workflows
        • Markup instead of discount??

          Is it possible to have the discount field on an invoice or estimate be a markup instead? It's the very same functionality that I am looking for - to be able to markup an individual item by either a $ or a % and have that cost added (instead of subtracted) to the item cost.  Currently, I use the tax feature to accomplish this, but it's very awkward to have "Markup 15%" listed after the subtotal. Plus, if I want to markup items at different rates, I end up with several "markup" lines in the totals
        • Allow Mapping of Zoho Desk Knowledge Base Categories to Multiple Departments in Zoho SalesIQ

          Hello Zoho Team, We hope you're doing well. We would like to request an enhancement to the Zoho SalesIQ integration with Zoho Desk, specifically regarding the way Knowledge Base (KB) articles are mapped and displayed across departments. Current Limitation
        • Announcing new features in Trident for Windows (v.1.27.4.0)

          Hello Community, Trident for Windows is here with exciting new features to elevate your communication and enhance productivity. Let’s dive into what’s new! Smart Sign-in. You can now sign in to Trident with Smart Sign-in. With this new addition, you can
        • Inactive Items - Make Less Prominent by Default

          Currently, when one marks an Item as "Inactive", it really doesn't do much of anything to hide it or get it out of the way. Search and reporting within Finance should, by default, hide inactive Items from standard reports, searches, etc. If one specifically
        • Add Lookup Field in Tasks Module

          Hello, I have a need to add a Lookup field in addition to the ones that are already there in the Tasks module. I've seen this thread and so understand that the reason lookup fields may not be part of it is that there are already links to the tables (
        • Time Entry : Auto fill fields Hours minutes seconds

          Hello world, Do someone know a script (for workflow rules) which fill automatically fields hours spent, minutes spent, seconds spent when we fill Executed time and End time Formula should start from (End time - Executed time) Thx in advance
        • Zoho Forms - edit the settings of the Zoho CRM field to change the integration with CRM

          I've created a Zoho CRM field in my form to pre-populate selected CRM details into the form, following the instructions here https://help.zoho.com/portal/en/kb/crm/integrations/zoho/zoho-forms/articles/zoho-forms-crm-integration#Step_2_-_Add_Zoho_CRM_Field_in_the_form
        • Ability to add notes to an appointment and add notes/attach docs to a consultation

          As an idea for the future, it would be helpful to be able to add notes to an existing appointment--there is a place to add notes for the customer, but I don't see one for the appointment. It would also be helpful to be able to add notes or attach documents
        • Im trying to white list domain dynamically in zoho desk extension

          Im trying to white list domain dynamically in zoho desk extension. But it show error Error: {errMsg: 'No entry found in plugin-manifest whiteListedDomains for requested URL'} syntax "config": [ { "displayName":"Shopify Admin API access token ", "name":
        • Zoho Payroll: Product Updates for India - May 2025

          This May, we are glad to unveil new capabilities in Zoho Payroll that simplify your payroll activities. Here's the list: Let Employees Choose Their Tax Deduction Method for One-Time Payments Calculate variable earnings based on percentage of CTC Carry
        • Bulk Update Tasks/Task Lists/Milestones

          Is there a way to bulk update tasks/task lists/milestones? We have several projects that are in the same template, and our staff complete them tasks at a time - and would like to go in an bulk update all related tasks/task lists/milestones at once. But you can't do this. I remember in an old version you could export your tasks, update the excel doc and reimport. But it doesn't seem like that option is available anymore. Can someone provide a solution/idea? Otherwise we are spending a lot of time
        • Sync failed: Invalid Date value

          Hi, I have a local .sqlite database. After importing one table through the Databridge, and produced my dashboards, I cannot sync. I get an error regarding the date column: [Line: 2 Field: 4] (2018-07-12) -ERROR: Invalid Date value The data found at the
        • Office 365 is marking us as "bulk"

          All of a sudden (like a couple of days ago) all of our customers who are on Office 365 are getting our mails in their junk email. This is not the case with Gmail or other random mail servers, nor between us. We got a 10/10 score on mail-tester.com. Also,
        • Zoho Assist

          Hi, We are using zoho assist unattended access in some windows server 2012 and recently the agent lets you connect but not let you do anything on the remote machine. Sometimes you can click on something but nothing happens. There's a issue with this new
        • Modify workflow from "ON CREATE & EDIT" to "ON CREATE" only

          Salut, Is there a way to easilly change my choice of trigger of workflow from on create & edit to on create only, or do I have to re-do the whole worklow from scratch ? Sylvain
        • Access custom modules via API?

          Is it possible to access a custom module in Zoho Inventory via the API? I can not find any reference to this in the API docs.
        • Welcome to the Zoho Service Plus community

          Hey everyone, We are excited to welcome you to be a part of the Zoho Service Plus community. Here's a quick overview of what Service Plus is all about and how the community can help us work together. What's Zoho Service Plus? Zoho Service Plus is a unified
        • Restrict Zoho Cliq Webinars and Announcements to Admins Only

          Hi Zoho Team, We hope you're doing well. We would like to raise a feature request regarding in-app announcements in Zoho Cliq, such as the recent webinar popup about the Cliq Developer Platform: While these announcements are useful, they are not always
        • Track ZohoForm Conversion using Postmessage event

          Hi, I’ve been using a third-party lead tracking tool to capture leads from my website along with their source. Earlier, with the HubSpot form, the third-party script was able to detect the postMessage event that iframe forms typically send back to the
        • Share Notebook with group created in Zoho One

          I have created a group in Zoho One for a section in my company. Is it possible to share a notebook with that Zoho One Group? Currently, it seems only possible to share to emails. Unfortunately for large teams, this will mean we are constantly having to
        • Create Tasks in arbitrary Zoho Project triggered from CRM [Zoho Flow]

          Community, hello What I'm trying to do is to create a Zoho Project when a Deal is created in CRM and then to be able to add tasks to this Project also from Zoho CRM with the trigger (Blueprint/ Workflow). I succeeded in creating Project using Zoho Flow,
        • Outlook Add-in security times out needs to login 10 times a day

          hi we've just switched the Zoho. We use Azure SSO. All users have stopped using it. Sometimes it asks every 5 minutes. What should I lot at to solve this?
        • Simplify Zoho API integration with Deluge’s invokeAPI task

          Hello all! Happy New Year! As we kick off 2025, we’re excited to share some of the latest updates to enhance your Deluge experience. While Deluge already offered robust API integration capabilities, we’ve taken it to the next level with the introduction
        • Simplify Zoho API integration with Deluge’s invokeAPI task

          Hello all! Happy New Year! As we kick off 2025, we’re excited to share some of the latest updates to enhance your Deluge experience. While Deluge already offered robust API integration capabilities, we’ve taken it to the next level with the introduction
        • Attention: Display Issues on Chromium Browsers with Intel® Core™ Ultra Processors

          Dear Customers, We've recently identified a display-related issue that may affect some of our Zoho Assist users, particularly technicians using devices powered by Intel® Core™ Ultra Processors. What’s Happening? If you're running a Chromium-based browser
        • [WEBINAR] Smooth year-end closure with Zoho Books (KENYA)

          Hello there, This webinar is for all Kenyan businesses looking to wrap up their financial year smoothly! Join our free session to learn how Zoho Books can simplify your year-end process. What to expect from this webinar: - All the latest updates in Zoho
        • Is the "schedule 10 mass emails/module" limit a per user or per organization limit?

          For scheduling emails out of Zoho CRM, there is a 10 scheduled mass emails per module limit according to Zoho documentation (https://help.zoho.com/portal/en/kb/crm/faqs/emails/articles/how-to-schedule-mass-emails-in-zoho-crm). Is this limit per user or
        • How do I show file uploads in my Zoho Creator approval workflow?

          As far as I can tell I'm not able to add the file upload field to the approval workflow show fields list. As a work around I'm making a plain text field that links to the files URL. But I'm not sure how to get a link to that url that will me to preview
        • Zoho Bookings - variable appointments

          Hello, I am looking to see if its possible for zoho bookings to recognise booking slots in the calendar or a way to do this. I would like appointments only booked in at certain times of the day and this could vary per host. I have provided a calendar
        • Limited review (/questions) for Bookings 2.0

          Hi all, I'm writing this review of Bookings 2.0 for two reasons: 1) it may be of interest to others, and 2) I'd like to be corrected if I'm wrong on any points. It's a very limited review, i.e. the things that have stood out as relevant, and particularly
        • Best Practices - Extensions for Zoho Finance Suite

          With Sigma, the extension developer platform, you can create custom extensions that enhance the functionality of Zoho Finance apps like Zoho Books, Zoho Billing, Zoho Inventory, Zoho Expense, and Zoho Invoice. Here’s how to get started: Sign up: Create
        • QR code image is not exported in PDFs

          The new QR code field works fine when I include it in a report template and I choose the print option: https://creatorapp.zoho.com/<username>/<app_link_name>/record-print/<report_link_name>/<record_ID>/ But when I try to save the document to a .pdf file
        • Zoho Form to Zoho Form Integration

          I've created an application form that asks for references. I would like the submission of the application form to trigger a form to the reference using the email id and name entered in the first form. In the reference form that is triggered I need to
        • CRM: related table using module queries, are links possible?

          Hello. I was exploring the possibility of using a module query to get a filtered related list. For example, I'm using a Canvas custom details page and if an account has an open deal I'd like it to appear at the very beginning of the account page, with
        • Next Page