Zia Search - La recherche puissante et unifiée

Bonjour à tous,

Dans cet article nous allons découvrir "Zia Search", un puissant outil de recherche unifiée.

      Zia, l'intelligence artificielle de Zoho, vous aide à accomplir plusieurs fonctions telles que l'analyse des données, la traduction, la recherche, la vérification grammaticale, etc. Parmi celles-ci, "Zia Search" est une fonctionnalité très utilisée, où Zia accomplit une recherche unifiée et puissante pour toutes vos données au travers de l'entreprise, en respectant toujours les structures d'autorisation que vous avez définies pour tous les employés.

 Zia peut effectuer sa recherche contextuelle au travers des contacts, des données, des documents, du site-web et des applications tierces.

La recherche par application

      Pour raffiner votre recherche, vous identifiez tout simplement l'application dans laquelle vous voulez effectuer la recherche. Par exemple, pour trouver des documents sur WorkDrive, sélectionnez WorkDrive et saisissez le nom du document que vous voulez rechercher. Les sous-filtres ci-dessous tendent à mieux définir votre recherche.

La recherche par contact

      La deuxième est la recherche par le contact. Vous identifiez le contact et Zia peut extraire des informations au travers d'applications comme Mail, CRM, portails Desk et autres applications Zoho, instantanément. Zia vous affiche toutes les interactions avec le contact en question comme les e-mails échangés, les fichiers sur WorkDrive, etc.

La recherche contextuelle

      Zia Search est intégrée dans de nombreuses applications Zoho : vous pouvez donc passer par la recherche Zia à partir de n’importe quelle application pour trouver des informations pertinentes. Zia non seulement vous classe vos résultats par document ou par contact mais aussi affiche des informations contextuelles. Par exemple, vous avez reçu un e-mail de l'organisation et vous voulez en savoir plus avant de répondre : sélectionnez simplement le nom de l'entreprise de l'expéditeur et cliquez sur "rechercher". Zia affichera toutes vos interactions avec cette organisation au travers des applications Zoho One. Par ailleurs vous pouvez répondre à l'e-mail sans basculer entre les applications.

      Parfois, nous n'arrivons pas à trouver les informations nécessaires au sein des pages d'aide. Maintenant, Zia Search vous permet de les trouver. Sélectionnez l'onglet "Help Pages". L'onglet "All applications" vous proposer la liste de toutes les applications pour sélectionner celle qui vous intéresse. L'onglet " All Categories" vous aide à choisir le type de document que vous voulez consulter, soit un document texte soit une vidéo.

La recherche OCR et Photo

      Avec le support OCR (Optical Character Recognition) dans Zia Search, vous pouvez rechercher du texte au sein de documents numérisés et d’autres fichiers images. Ce support débloque des millions de documents numérisés et d’images qui n’étaient pas consultables jusqu’à présent.

      Les photos sont généralement nommées comme IMG1023.jpg ou un format qui ne donne aucun indice sur le contenu d’une photo, ce qui force les utilisateurs à ouvrir chaque photo pour trouver ce qu'ils recherchent.

      Zia Search est accessible sur plusieurs applications de Zoho One depuis une barre de recherche. Au-delà des fonctionnalités ci-dessus, vous pouvez paramètrer Zia Search, comme choisir les applications où vous voulez l'activer. Vous pouvez aussi changer l'ordre des applications selon votre besoin en mettant l'application la plus utilisée en haut.

L'application mobile

      Vous êtes en déplacement et vous recevez un appel d’un de vos prospects. Le client potentiel est sur le point de signer une affaire importante et aimerait savoir où en sont ses demandes de renseignements et vous devez jongler entre plusieurs applications pour recueillir toutes les informations pertinentes. L'application mobile de Zia Search vous donne la vue à 360 degrés du client avec un seul clic.

      Vous pouvez vérifier rapidement l’affichage détaillé de la plupart des résultats de recherche. Vous pouvez vérifier le fil d’e-mail complet sur Mail, les détails du ticket de Desk - le portail de service, le flux sur Connect- le réseau social de l'entreprise, le forum, etc.

      Vous pouvez enregistrer la demande de recherche avec les filtres et utiliser votre recherche sauvegardée pour une prochaine fois. En utilisant les recherches enregistrées, vous pouvez créer différentes vues personnalisées (les données seront automatiquement mises à jour) auxquelles vous pouvez accéder fréquemment - comme vos tickets de service ou vos tickets ouverts.

​

N'hésitez pas à nous partager votre experience en commentaire.

L'équipe Zoho France

• Topic Participants

• Kinjal Lodaya

  

• Sticky Posts

• Collaboration sans faille avec Zoho One

  Bonjour à tous, Dans cet article nous allons voir comment Zoho One permet une collaboration à différents niveaux .       La façon dont nous travaillons évolue. À mesure que les entreprises se mondialisent, la plupart des activités sont menées en équipe.

• Recent Topics

• Collaborate without compromise, with Ticket Sharing.

  We often hear that the ability to move tickets is a big benefit. That kind of flexibility is great to have when your tickets require expertise across departments. But there's often a price to pay: Moving tickets across departments could result in a (well-intentioned) battle for access. When tickets move between departments while agents are working on them, chaos ensues.   To put an end to all these worries, Zoho Desk brings out a new ticket action: simply share. With ticket sharing, everyone gets

• How to get Monday as 1st day of the week?

  Hi, The first day of the week is Sunday in Zoho Creator calendar.So it is hardly usable as in Europe the 1st of the week is always Monday. How can I get Monday as 1st day of the week? Best regards, Chris

• What's New - April 2025 | Zoho Backstage

  Hello there, Phew! It’s been a busy month—and it’s all for you. You know that feeling when your to-do list is long, your coffee’s gone cold, but your team is absolutely crushing it behind the scenes? That’s been us this month. Between brainstorming, building,

• Mi cámara se desconecta permanentemente.

  Buenos días. Tengo una cámara web de última generación. En concreto el modelo W4DS de VIZOLINK. Realiza una primera conexión pero después se desconecta con el mensaje de que no es compatible con ZOHO. Me extraña mucho que una aplicación tan reciente cometa

• Overall unsubscribes from mailing/contact lists

  Hi, I’m looking to track how many people are unsubscribing from our mailing/contact lists overall — not just from individual campaigns. Is there a way to access this total unsubscribe number on a weekly basis for internal reporting? Thanks in advanc

• Tips and Tricks #40: Find and add YouTube videos to your slide from within Show

  Hi Everyone!  When using the right videos in a presentation, you can easily capture your audience's attention and help them connect with your message. This is useful especially when you want to explain any complex concept. For example, you can use a video

• I want to add a button in Zoho Creator that, when clicked, opens a Zoho authorization window and then redirects to my website to obtain API tokens.

  Here's the translation of your text into English: "I want to add a button in Zoho Creator that, when clicked, opens a Zoho authorization window and then redirects to my website to obtain API tokens. When running in the developer environment, I get the

• Enhance Data Visibility with Mapping Fields from Lookup Module

  We’re thrilled to announce an exciting new feature in Zoho Recruit: Mapping Fields from Lookup Module! This powerful addition is designed to display additional details from a related module when using lookup fields. This enhances data visibility and provides

• Feature Request – Support for Stripe Direct Debit for Canadian Customers in Zoho Books

  I’d like to request support for Stripe Direct Debit as a payment option for Canadian customers within Zoho Books. Currently, while Stripe credit card payments are supported for Canadian businesses, there is no option to enable Direct Debit (ACH/EFT) through

• Form fields appearing twice on creator mobile

  We have a custom application created in Zoho Creator. When we look at the application form on desktop everything looks normal. Whenever we access the application on Creator Mobile App some fields appear twice instead of only ones. I provided an example

• Creator Widget using values from Creator Form on the same page

  Hi all, I have a widget I'm working on that I'd like to use values from a form that's on the same page as the widget. I have something working right now, where I have a stateless form on a page. On input to the form I load an inner page, setting query

• Smart Hiring Made Easy: Experience our Optimized Chatbot

  We're thrilled to announce that Zoho Recruit's Chatbot has received an exciting update! With this enhancement, recruiters will have access to even more features that will help them passively find the best candidates for their open positions. Listed below

• `insert into` Always Fails with “Improper Statement” — Even with Minimal Code

  Im develeping my inventory database using ChatGPT to help me and I´m running into an issue in my scan inventory form script when I try to make a form for logging the scanned items. 🆘 Zoho Creator: `insert into` Always Fails with “Improper Statement”

• I want to know the gross profit by sales person. How?

  Kindly guide me how to know the amount of gross profit which is calculated on the basis of sales person. That means, how much is the amount of gross profit made by a particular sales person.

• ZOHO CRM Lead_Status_History

  Hi, ZOHO CRM Lead_Status_History table is showing only ID and Modified Date. I want the history of status change in CRM Lead

• Zoho Writer page break in a merge repeating region always adds an unwanted blank page

  Hi I'm merging a Zoho CRM record to a Zoho Writer document with a repeating region to display subform records on their own page within the document. When I try to insert a page break in a repeating region, the resulting merge always adds an unwanted blank

• Creating a grid of worker activity in Zoho analytics

  Hi, We provide medical services to patients and billing is time based. We want to create a filterable grid in which we can look at any month by day and any worker and how many minutes of billable activity they performed by patient. I know exactly what

• Power of Automation :: Automatically start / pause / stop timer on task status update.

  Hello Everyone, A Custom function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. Requirement:-

• Restrict users on Form Submission

  In Zoho Creator, is there a way to restrict users/customers on form submission, on-click event of the submit button, they will be redirected to the customer login portal page (where they sign in / sign up) to complete a service purchase. We want a common

• Update date field custom module using Zoho Inventory Update Record

  I'm trying to update a date field in a custom module inside zoho inventory but keep getting this error: "code": 6, "message": "syntax.error.invalid.json" This is how my code looks: campo_sku = Map(); campo_sku.put("cf_sku_master",i_sku); campo_sku.put("cf_sku_common",i_sku_common);

• Are we able to bring FontAwesome icons into a Zoho Page?

  The OOTB Zoho icons are insufficient. Also, are we able to pull in standard emojis?

• CRM Hack #3: How to update formula functions for already created records.

  Hello everyone! It’s Wednesday and we are back with yet another hack.. I'm sure you've used formula fields to meet some requirements specific to your business. Let's consider an example each for external (customer-facing) and internal facing scenarios

• Inventory Blocking for serial number tracking.

  Hi We are using multiple channels to get orders which adds the product to committed stock. But is there a method to block serial number of products based on FIFO automatically when an order is created, or when SO is approved?

• CRM List view for text fields that check "Does not start with" or "Does not end with"

  So these filter options are available when making reports and such, but they don't seem be available when creating a filtered view.  The text filter options there are are: "contains", "does not contain", "starts with", "ends with". Is there an easy technique to recreate the "Does not start with" and "Does not end with" functionality that I'm missing?

• Is PageSense included in Zoho One?

  PageSense is marketed as part of the Zoho One product suite, but when I login to PageSense it prompts me to upgrade (in 31 days I suppose) even though I am on a Zoho One subscription. Is PageSense included or not? If not, then please don't market it as

• [Product Update] Introduction of Task Lists Module in Zoho Projects Integration

  Dear Customers, As part of our ongoing efforts to enhance our integrations, we’re introducing support for the "Task Lists" module in the Zoho Projects integration with Zoho Analytics. Currently, Task List-related information is available within the Tasks

• Marketing Automation Access

  Hello, Is anyone having issues getting started with Marketing Automation? I keep getting an internal error during the start up screens. I've been trying and it hasn't been resolved in a week. Is the app worth waiting for or should I just use campaigns?

• Best Way to Integrate a Shared Sales Inbox with Zoho CRM

  I’m setting up a shared email inbox (e.g., sales@mycompany.com) for our sales team and want to integrate it with Zoho CRM Leads and Deals so that multiple team members can collaborate efficiently. Since Zoho CRM doesn’t support IMAP for shared inboxes,

• 【Zoho CRM】詳細ページからサブフォーム行追加の禁止

  ■概要 いつの時点からか確認ができなかったのですが、サブフォームの行を編集ページではなく詳細ページから直接追加出来るようになっていました。便利な機能追加なのですが、サブフォームでクライアントスクリプトを使ってフィールドの読み取り専用設定などをしている環境だと、詳細ページから行挿入されるとクライアントスクリプトが動作しないので想定していたフィールドの読み取り専用設定が効かない状態になってしまいます。クライアントスクリプトを使って、詳細ページから行挿入されると保存できないようにすることで間接的に詳細ページから行挿入を禁止する方法をご紹介します。

• The Social Wall: April 2025

  Hey everyone, Welcome to the April edition of the Social Wall, where we keep you in loop about the latest feature updates, changes, and more. Let's see how April went by: Manage and respond to comments on your Threads posts from Inbox With the latest

• link non- VAT tax invoice to Fatoora portal

  Hi all Actually I have VAT tax invoice and non- VAT tax invoice About VAT tax invoice I have no problem I can link any invoice to Fatoora portal But the problem in the non VAT tax invoice because I have customers outside of Saudi Arabia No VAT ID no CRN

• Pdf/A-3 ( embedded with xml)

  Mr. Abdur rahman, Please give me answer of my questions. Does your software generate PDF/A-3 (with embedded XML) and XML formats, fully compliant with ZATCA Phase 2 for B2B invoices? Are Phase 2 fields (e.g., UUID, Previous Invoice Hash, Invoice Counter

• Updating field from the UI or from function take more that 1 minute to be updated

  I have activity order model with dropdown status field, I've changed the status from Completed to Canceled on the CRM like on the attached image: But once I fetch the record on function the record didn't updated behind the scene The strange thing in here

• Zoho Voice & Zoho CRM

  I was using Twillio to send automated messages to my clients when a new lead comes in Zoho CRM. The twillio integration was stopped by Zoho and hence I used Zoho Telephony which doesn't support SMS. Now someone from Zoho told me to use Zoho Voice. I bought

• Deleting unwanted ticket replies

  Hello, In a Zoho Desk Ticket thread, sometimes one of the recipients has auto-reply activated. This creates a new message in the Ticket thread that not only pollutes the thread, but most importantly cannot be replied properly because usually auto-reply e-mails don't do "reply all", so the other recipients are not included. I want to delete such a message in the Ticket thread. I searched the help of Zoho Desk, but only found a way to mark as Spam (https://help.zoho.com/portal/kb/articles/marking-support-tickets-as-spam)

• Why Format section gets disabled when we create Merge Template over PDF

  I need some assistance I have a Client who is going to give certificates to users who passes his exam. So, I am using mail merge but in ZOHO writer after I upload the PDF and create merge Template over PDF the format Section gets disabled. My problem

• Import contacts - invalid pattern with encrypted emails

  Hello, I have a list of encrypted emails provided by an external partner. They need to be imported into a custom list. Problem is, the import process is ignoring the entire list, maybe because of the weird format? Since they are encrypted, they all look like this example: d+NDd5wqi3neiQWEwquie1bnwquien@example.com What can I do to import this list? Also, is there a way to allow my user to add contacts without this "ignore filter" from now on? The fact is that our partner will provide us a new list

• Important: Microsoft Outlook Bulk Email Updates

  Dear Marketers, We want to bring your attention to an important upcoming change announced by Microsoft (Outlook) that will impact users sending bulk emails to Outlook.com, Hotmail.com, and other Microsoft-hosted inboxes. This update focuses on strengthening

• UI and other enhancements in Community module

  Hello everyone, The Community module has undergone a UI revamp to improve user experience. In addition, we have introduced Status Board and Bulk Approval of posts to provide better engagement. Improved User Interface The new interface brings the following

• Add Pre-Trigger Filter Capability for Webhook Triggers in Zoho Flow

  Dear Zoho Flow Team, Greetings, We’ve been working extensively with Zoho Flow and appreciate the flexibility it offers for automation across our tools. We’d like to request a feature enhancement specifically related to Webhook triggers: Use Case: Currently,

• Next Page