Toute l'équipe Zoho est heureuse de vous présenter Canvas, la seule fonction sur le marché, qui vous permet de personnaliser le design de votre CRM !
Canvas est un atelier de conception intégré dans Zoho CRM, grâce auquel vous pouvez ré-imaginer intégralement votre interface utilisateur. Auparavant, Canvas permettait aux utilisateurs de personnaliser uniquement la vue en liste des différents modules de Zoho CRM. Mais avec cette nouvelle mise à jour, nous atteignons de nouveaux records : une refonte complète pour une personnalisation sans limite !
Qu'est-ce qui rend Canvas spécial ?
1. Sa simplicité de conception avec un éditeur de type glisser-déposer, avec lequel il n'est pas nécessaire de savoir coder.
2. Une vaste galerie de modèles pour différents secteurs.
3. Cartographie basée sur les rôles, afin que chaque rôle dans la CRM puisse avoir un design adapté à ses besoins et exigences.
4. Libre-service : partagez vos créations Canvas via des portails et créez une meilleure expérience pour vos fournisseurs et autres parties prenantes.
5. Nouveau format, avec un large éventail d'options de mise en forme pour modifier les détails les plus fins, ou charger des styles dynamiques en fonction des conditions.
Et bien plus encore !!
Canvas est disponible dans toutes les options payantes de Zoho CRM, CRM Plus et Zoho One, alors n'attendez plus et découvrez-le dès aujourd'hui !
Bonjour à tous, Au programme du jour : éviter les répétitions grâce à la fonction "en masse". Gagnez du temps sur ces actions simples pour vous concentrez sur votre entreprise. Allez dans le module concerné et cliquer sur les : (...) Suppression en
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Hello everyone, first time here so I will try to be brief. I am working on my company's data set. I have a table with all the images we have on line. For each image we hava a cell tha contains all keywords related to that image. I would like to explore
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L’équipe de Zoho France reçoit régulièrement des questions sur la conformité de ses applications de finances (Zoho Books/ Zoho Invoice) pour le marché français. Voici quelques points pour clarifier la question : Zoho Books est un logiciel de comptabilité
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Hello, I am editing the Quote Template and added ${Products.Product Image} to the line item and the image comes up but it is very tiny. Is there anyway that you can resize this to be larger? Any help would be great! Thanks
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As we bid farewell to 2024, let's celebrate and revisit the key highlights of the year. From adding a new edition to cross-platform enhancements, here’s a roundup of all the feature updates designed to simplify accounting, optimize financial management,
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Hi, I would like to request a feature enhancement for Zoho Cliq to allow users to send direct messages to themselves. Currently, Zoho Cliq does not have the option to send a direct message to oneself. While creating a channel with just one member (the
Hi Zoho Cliq Team, We would like to request a feature enhancement to enable admin access to one-on-one conversations (direct messages) conducted through Zoho Cliq. Use Case: As administrators, there are situations where it becomes essential to access
What I am trying to accomplish seems simple, but I cannot figure it out. Please help. I would like to show in a KPI Comparison Widget: Number of Meetings (CRM) Held in Last 30 Days compared to Number of Meetings Held the previous 30 days (from the date
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Hi, Before we moved to Zoho we had some flows (sequences) in HubSpot to follow up on trade fair contacts. To explain further on this it had the following characteristics: New contacts could be added to the sequence When added a flow of communication started.
I have been trying to use the new queries feature, and I can filter the query, but I'm coming unstuck because I don't understand how to make the query dynamically include the filter of the current record. ie if I'm on a deal, to filter all the records
Hello, I was wondering if it's possible to turn on article numbers/ part numbering for KB articles. If this is not already a feature, we'd like to request it. Frequently a solution will require multiple articles so tracking which articles are referenced
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Hi everyone! I'm sorry if this question was already asked, I didn't find it! So let me explain: In my Tickets module, we have the custome field "customer type" where we indicate if it's a lead, user, etc... In the Contact module I used the "type" field with exactely the same entries. I would like when in the tickets module an operator choose an option that it automatically update it in the contact module. I found the "Copy Field Values from one Module to another" custom function which seems perfect
Hi, there is a new Leave Type: Compensatory off. Can someone tell me how to use it, because it sounds it could work for overtime compensation for our techs. Thanks Andreas
Dear Zoho Campaigns Users, We're happy to introduce bot filtering to enhance the accuracy of your email campaign analytics. This new feature is designed to help you filter out bot-generated opens and clicks, which will ensure your campaign reports reflect
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