Bienvenue à Zoho Cliq 4.0, qui rend le travail plus efficace. Cette nouvelle version unifie l'ensemble de l'expérience de collaboration à travers un nouveau système de téléphonie, ainsi que des fonctionnalités intelligentes dans les réunions Cliq, des nouveautés sur Cliq permettant de créer des fonctionnalités personnalisées et des améliorations pour stimuler votre productivité. Par ailleurs, les administrateurs bénéficient d'un pouvoir accru pour personnaliser Cliq pour l'ensemble de leur organisation.
Découvrons ces nouveautés !
Les réunions plus conviviales
Les réunions Cliq ont été considérablement améliorées pour vous permettre de mieux vous connecter, où que vous soyez.
La nouvelle application Cliq pour votre télévision
Votre télévision Android peut désormais accueillir les réunions Cliq grâce à son application. Il vous suffit de la télécharger et de vous connecter sur le grand écran.
Partager la présentation pendant les réunions
Au lieu de partager l'intégralité de votre écran, il vous suffit de télécharger votre présentation depuis Zoho WorkDrive pendant la réunion et de vous lancer. Les autres participants pourront naviguer dans les diapositives pendant que vous présentez, afin de ne pas manquer les points clés.
Recevoir des notifications si vous parlez en mute
Il est fréquent de commencer à répondre à une question pendant une réunion, pour se rendre compte que votre micro est coupé depuis tout ce temps. Zoho Cliq vous avertira désormais en mettant en évidence le bouton de silence en rouge, afin que vous puissiez être constamment conscient de votre présence pendant les réunions.
La continuité des appels entre les appareils sans interruption
Communiquez en déplacement en passant des appels entre votre bureau, votre laptop, votre mobile et même votre voiture. Ainsi, lorsque vous faites une réunion Cliq sur votre mobile et que vous avez besoin de partager l'écran de votre ordinateur, il n'est pas nécessaire de mettre fin à l'appel pour le reprendre depuis un autre appareil. Il vous suffit de reprendre la conversation où vous l'avez laissée en rejoignant l'appel en cours depuis votre ordinateur.
Un tout nouveau degré de personnalisation
Reprenez le contrôle de la manière dont votre organisation utilise Cliq. Les administrateurs peuvent désormais personnaliser la barre de navigation pour réorganiser, masquer ou afficher les modules en fonction des besoins de l'organisation. Si vous avez une fonction interne que vous voulez que toute votre organisation utilise, il vous suffit de la pousser vers la barre de navigation pour la rendre plus visible
Surmonter les barrières linguistiques tout en communiquant
Avec la traduction automatique du chat de Zoho Cliq, vous pouvez choisir les langues que vous souhaitez traduire et poursuivre les conversations sans aucun obstacle. Par exemple, si votre langue de correspondance est le français, mais que votre équipe régionale se trouve à Londres, vous pouvez configurer la traduction du chat de sorte que tous les messages entrants en anglais soient traduits en français et vice versa.
Vos messages importants sont toujours accessibles
Cliq vous permet de marquer les messages prioritaires d'une étoile afin de pouvoir les parcourir plus tard. Désormais, vous pouvez localiser un message prioritaire spécifique dans un groupe de messages avec la barre de recherche des messages étoilés. Vous pouvez également filtrer les messages en fonction de la catégorie de conversation.
Choisir et partager des fichiers WorkDrive directement à partir de votre fenêtre de chat
Le partage de fichiers à partir de Zoho WorkDrive est simple. Qu'il s'agisse de joindre des fichiers de WorkDrive à un chat ou à un e-mail, vous pouvez désormais le gérer depuis votre fenêtre de chat.
Annoter les images lorsque vous les partagez
Effectuez des annotations sur des images et mettez en évidence les détails essentiels. Rajoutez du texte et des formes, marquez une partie précise ou brouillez les détails lorsque vous partagez des fichiers.
Gérer efficacement vos applications internes
Les administrateurs peuvent désormais gérer toutes les applications internes créées dans leur organisation à partir de l'onglet Gestion des ressources du panneau d'administration. Attribuez des responsables, marquez un bot comme inactif ou supprimez les éléments qui ne sont plus nécessaires à votre organisation.
Le système téléphonique de Cliq
Dans le but d'unifier la communication, nous introduisons un système téléphonique dans Zoho Cliq. Vous pouvez choisir entre le système téléphonique interne de Zoho, Zoho Voice (bientôt disponible en France) ou bien intégrer au système de téléphonie comme Twilio, RingCentral, et d'autres systèmes téléphoniques similaires. Une fois intégrée, vous pouvez utiliser Cliq pour passer par des appels et ainsi rester en contact avec vos clients.
Profiter de la nouvelle version de bureau
Notre application de bureau Zoho Cliq supporte maintenant plusieurs onglets de chats qui font partie d'un compte dans une seule fenêtre, de sorte que vous pouvez afficher les discussions dans le compte d'organisation et les réseaux externes simultanément. Vous pouvez également passer rapidement d'un compte à l'autre et garder un œil sur toutes vos notifications grâce à la fonction de connexion multi-comptes.
Découvrez ces nouvelles fonctionnalités et faites-nous part de votre avis dans la partie commentaires ci-dessous.
L' équipe Zoho France
Recent Topics
Data backup retention question/
My zohocrm subscription gives me 2 full data backups per month. I have a scheduled backup configured to run twice a month. I just went to download my backup and i can't find it, it ran about 9 days ago... From what i can tell with google zoho only keeps
Basic Apple Watch App
Sometimes I leave my phone behind. I will get push notifications that tickets are updated etc.. It would be nice to at least view them and do a few basic functions. reassign. public reply. private comment.
Look and Feel Uniformity
Someone needs to go through the mobile app and match the look and feel of the web version. For example, it is global standard to highlight private notes as yellow background hue. Desk does that on web, but not on mobile. Mobile also has an odd blue icon
Managing two books in Zoho Books
is it possible to effectively manage two separate books within Zoho Books? My organization is considering handling accounting for two distinct subsidiaries, and we would like to understand the best way to achieve this within the Zoho Books.
Display All Custom Buttons Without Dropdown on Record Page
In my org's workflow we usually want to do some kind of quick action off of an individual record - i.e. of an individual contact, or individual deal. What we have always found a hindrance is the location of all custom buttons being in the drop down on
Zoho Sales Team - Extremely Slow Response Times
Hi everyone, Has anyone else experienced unusually slow response times from Zoho’s sales team? I sent an email last night, and it’s been nearly 24 hours with no reply. While I understand delays can happen, this seems longer than expected for a sales inquiry.
Yodlee Bank Feeds
I'm well aware of the many bank feed issues out there that haven't been resolved, but I'm looking for information on Rules in relation to bank feeds. U.S based, Bank of America user and prior to Yodlee all of my banking feeds and Rules worked seamlessly.
Unable to create custom function
Unable to create custom function - Please check the screenshot for the details HERE IS THE FUNCTION!! try { // 1. Fetch the details of the approved Bill using its ID billDetails = zoho.books.getRecordById("Bills", organization.get("organization_id"),
Need a feature which can validate PAN from Income Tax Portal
Hello Zoho, We need a feature which can help us validate PAN which is being entered in AR/AP Profiles to check if it is valid and display the name as per Income Tax so as to get rid of incorrect PAN into the systems. Please do the needful Thanks
PAN - Aadhar Link Status
Can Zohobooks also get latest PAN-Aadhar Linking Status from Income Tax Portal ?
Canvas translation
We want to offer our CRM system to our users in English and Dutch. However, it seems that text in our deal Canvas isn't available for translation through the translation file. The same applies to the field tooltips. They don't appear in the translation
Are Cadences visible to anyone with Cadence permission?
When setting up a new Cadence is it possible to restrict its use to a specific user? How can I prevent users from making modifications to existing Cadences?
Super Admin Logging in as another User
How can a Super Admin login as another user. For example, I have a sales rep that is having issues with their Accounts and I want to view their Zoho Account with out having to do a GTM and sharing screens. Moderation Update (8th Aug 2025): We are working
Show my cost or profit while creating estimate
Hi, While creating estimate it becomes very important to know exact profit or purchased price of the products at one side just for our reference so we can decide whether we can offer better disc or not .
Issue on Upload API and href image URL
Here is my Full API Code , URL : URL: https://desk.zoho.com/api/v1/uploads/659563000000193003/content Headers* Authorization: 'Zoho-oauthtoken 1000.ed5ce2836bf5ba9b946f5ec9************88e73ff4883a3e9c58ffeb7870' orgId: 7586***** RESPONSE{ "errorCode":
Issue when downloading a Mail Merged Zoho Writer Document as .docx
Hi, We are using within Zoho CRM mailmerge to create documents. This results in a Zoho Writer document. When we try to download as a Microsoft Docx file we get following error: "Word experienced an error trying to open the file. Try these suggestions.
【Zoho CRM】ケイデンス機能のアップデート
ユーザーの皆さま、こんにちは。コミュニティチームの中野です。 今回は「Zoho CRM アップデート情報」の中から、ケイデンス機能のアップデートをご紹介します。 ケイデンス機能の2つの強化されたことで、適用と解除のタイミングをより柔軟に管理できるようになり、 よりタイムリーで的確なコミュニケーションが実現できるようになりました。 目次: 1. ケイデンスの再開/最初からのやり直し 2. ケイデンスからのデータ解除タイミングの設定 1. ケイデンスの再開/最初からのやり直し 手動削除、完了、または適用解除条件が満たされた場合など、以前に適用解除されたデータをケイデンスに再適用できるようになりました。
Rescheduled US meetups: Zoho Desk user meetups are coming to seven U.S. cities in October and November, 2025
Hello to our Zoho Desk users in the United States, We're excited to share the revised dates for the upcoming Zoho User Groups happening across the US this summer. Our product experts are heading to seven cities throughout the country, and for the first
Anyone get the OpenAI API to work in Zoho Meeting?
Has anyone been able to get the OpenAI API to work in generating meeting summaries? I have been trying, but I get an error that says "OpenAI key notes request rate exceeded. Please try again later or upgrade your open AI account." I contacted Zoho support
Push Notifications Customization
There is no way to customize the notifications we get. I would like to be able to get notifications based on if they are assigned directly to me, my team, my department, or perhaps tickets that match a specific criteria (a contact or account is a VIP
Announcing Early Access to the next generation of Zoho Desk UI
Customer service is one of the categories where efficiency and quality of service have to run in parallel, and your team's experience with their helpdesk goes a long way ensuring these aspects are uncompromised. Introducing DOT Design for Zoho Desk -
Editing the record in report
I have a use-case as below- User creates a assessment record by filling some fields. User assigns that record to portal user by using Assigned To dropdown (Assigned To is Users field in form with choices as customers). I have set the record owner of form
Unified WhatsApp Number Management in Zoho Desk and SalesIQ
Dear Zoho Desk Support Team, We are currently utilizing both Zoho Desk and Zoho SalesIQ for our customer support operations. While both platforms offer WhatsApp integration, we are facing challenges due to the requirement of separate WhatsApp numbers
Can we have Bills of Material Module ?
Can we have Bills of Material Module ?
Main Ticket Page Customization
We do not love the ticket list page (right after clicking Tickets menu item) would like options to customize it.
Communicating with emojis
On July 17, we celebrate World Emoji Day! We're a bit late 😐 sharing insights about this day. But we just couldn't let it pass without a mention 😊 because emojis have a meaningful connection with customer service 💬 🤝. We do not want to miss out on
Agent Collision Missing from Mobile App
Please add Agent Collision capabilities to the mobile app.
Zia Sentiment and Functionality on Mobile
Please add Zia sentiment and generative responses to the mobile app. It would be nice to see the ticket sentiment and generate a response back to a user using Zia on my iPhone
View Account Attachments on iOS
Please allow us to view account attachments on the mobile iOS app!
How do I run a PnL by Sales Person?
I am trying to run a PnL by sales person but am not seeing the option do so. All I need to know (per salesperson) is revenue, cost of goods, gross profit.
View Contracts and Support Plans on Mobile
We would like to be able to see contracts and support plans from the mobile app on iOS!
Why is Zoho Meeting quality so poor?
I've just moved from Office 365 to Zoho Workplace and have been generally really positive about the new platform -- nicely integrated, nice GUI, good and easy-to-understand control and customisation, and at a reasonable price. However, what is going on
App like Miro
Hi all, is there a way to have a interactive whiteboard like in Miro? We want to visualize our processes and workflows in an easy way.
Loan repayment Entry
While receiving loan, i does following steps in My Zoho books. 1. Create "Loan & Advance " Account as Parent Account under Long Term Liabilities. 2. Create another account For Example "Mr. ABC's Loan as Child account under the parent account. Now: In
Quotes module send email reverted back into 2022??
Our Zoho CRM PLUS quotes, sales orders, invoice modules is showing us an email composer from 2022. We cannot send emails and its been a real pain. I tried clicking the new version over there but it doesnt seem to do anything. Any help is welcome. th
Workflow Condition - how do check that a date / time value is in the past?
Hello, I'm got a workflow that runs a function when records reach their 'Effective Date / Time', but sometimes records are created after the 'Effective Date / Time' so I have another workflow that checks for records which needs to be processed immediately.
Pre filling SignForm field values by URL field alias's in Zoho Sign
Hi, Does anyone know if it's possible to pre fill the field values of the SignForm by using field alias's like you can in Zoho forms? To be more specific, I want to be able to change the SignForm URL to include some information like this: Before : https://sign.zoho.eu/signform?form_link=234b4d535f495623920c288fc8538cb9e6db03bbfd44499b63f3e5c48daf78f44bc47f333e2f5072cc1ee74b7332fe18b25c93fab10cb6243278d49c67eacbf30bbe5b6e1cc8c6b2#/
How to Split Payout in Zoho Books (Without Using Journal?)
Hi, I'm trying to properly record payouts in Zoho Books. The issue is that each payout is a combination of sales and expenses (fees). When I try to categorise the payout transaction from the Banking tab, I can only split the transaction using income-type
Payment Schedule
Please add the ability to create a payment schedule. The other options, like retainer invoices or two invoices, do not work for the customer. We invoice a client and need to be able to show them everything they owe in one invoice, and when each payment
Which pricing system do you think would work best for us?
Imagine we’re selling strictly wholesale. We’d rather not publish unit prices; instead, we quote customers case-by-case. To spur larger orders, we’re considering a transparent discount ladder—say: $0 – $999: 0 % $1,000 – $1,999: 5 % $2,000 – $4,999: 10
Next Page