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

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• Kinjal Lodaya

  

• 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

• Include Audio in Zoho Assist Session Recordings

  Hello Zoho Assist Team, We hope you're doing well. We’d like to formally submit a feature request regarding session recordings in Zoho Assist. 🎯 Current Limitation When conducting a Zoho Assist session that includes voice and/or video chatting, the recording

• Unable to update Created Date/Time even via upsert

  hi all --- running a demo version and "recreating" some data from hubspot. I had tried the method to automatically move data over but it missed A TON of fields and some stuff wouldn't even map correctly so i am simply creating new Deal records to test

• Blockchain Feature?

  Since I'm not an expert in this technology, is there any reason why you would not want to add this option to your Zoho SIgn documents? Is there a downside?

• Kaizen #196 - Zoho CRM Queries - Best Practices

  Nearing 200th Kaizen Post – We want to hear from you! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone. Got

• Best way to account for shipping charges to customer

  I have been allocating all our shipping expenses to the "postage" account, but I realise that is probably incorrect, as for the most part, we pass on shipping charges to our customers. So I should probably add the shipping charges into the "shipping charges"

• Zoho Flow s’enrichit avec les subflows et les actions Webhook

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• How to assign canvas view for portal user

  Hi , as a portal user, I can switch to another canvas view, however, I cannot find any field to configure a default canvas view for portal user. May I ask how to set it up in CRM? And if I can view list by sheet view as a portal user?

• Restrict Leave Application Based on Attendance Cycle (24th to 23rd)

  Hi Zoho Team, Our organization follows a custom attendance cycle from 24th of the current month to 23rd of the next month. I would like to configure the system so that: Employees should not be able to apply backdated leave for any date after the attendance

• How do I assign a parent to an existing campaign?

  I created a campaign but now I'd like to make that existing campaign a child of another.  How can I do this?

• Categorize Tickets Through The App

  I used to be able to categorize and assign tickets through the app without any issues. However, for the past year, whenever I try to edit a ticket, select a category, and click save, it doesn’t actually save the changes. As a result, I haven’t been able

• Can't add picture to email template. Says I'm over the character limit.

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• Allow breakdown of per diem for meals provided

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• Automatically moving Leads into their corresponding buckets

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• Tracking Email Template usage

  I'd like to be able to track how many times agents/users send an email from Templates. This is so we can track their activity in relation to Campaigns in CRM. Thanks

• Get employee id of authenticated user via API

  Hi, For adding timetracking records an employee id is required. Is there an API Route available to get the employee ID of the current authenticated user? or something like /users/me Currently using https://people.zoho.com/people/api/forms/employee/getRecords

• Zoho Social API for generating draft posts from a third-party app ?

  Hello everyone, I hope you are all well. I have a question regarding Zoho Social. I am developing an application that generates social media posts, and I would like to be able to incorporate a feature that allows saving these posts as drafts in Zoho Social.

• Collect in-app feedback with richer context and granular insights

  Hello, Apptics community! From GenAI chatbots to one-tap checkouts, user experience standards keep rising—yet 96% of unhappy users never explain what went wrong; they simply leave. Introducing in-app feedback 2.0 banner In-app feedback 2.0 is here to

• Temporary restiction

  My account says You have been temporarily restricted from publishing jobs from Zoho Recruit.Click here to request a one-time approval to publish your jobs and when I go to click it shows error. Kindly assist.

• Help with Quote template for peer review

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• How many AR fields We can add in a form?

  I want to add at least 10-15 AR fields in a form. I just want to know is there any limit on the AR fields or do I need to pay extra money for using 10-15 AR fields. Thanks in advance.

• Agent working hours

  Hi, I know it is possible to set company business hours but is it possible so that agents can have different ones? I.e. some agents cover later hours on specific weeks - can these be set so those agents that are "working" get notified about tickets etc. 

• Disallow CLOSE if tags field is empty

  I want to introduce a mandatory condition that NEW tickets (not prior closed tickets) cannot enter the CLOSED state without first having an entry in the tags field. Is there a way I can do this?

• Central de Ajuda - Restringir visualização de tickets

  Estou tentando configurar o Zoho Desk para que determinados usuários dentro de uma mesma conta consigam visualizar apenas os tickets criados por usuários específicos dessa conta — e não todos os tickets ou apenas os seus próprios. Até onde sei, existe

• Business Hours with lunch break

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• Default/Private Departments in Zoho Desk

  1) How does one configure a department to be private? 2) Also, how does one change the default department? 1) On the list of my company's Zoho Departments, I see that we have a default department, but I am unable to choose which department should be default. 2) From the Zoho documentation I see that in order to create a private department, one should uncheck "Display in customer portal" on the Add Department screen. However, is there a way to change this setting after the department has been created?

• Ask the Experts 21: Power up your support game with Zoho Desk Automation

  " In every business, there are tasks to automate, Zoho Desk helps with features that integrate Assignments to manage tickets and teams to align,Macros for quick actions and workflows to streamline Contracts and schedules to hold things tight, Plans run

• If leads are assigned to a person before 4:00 PM and the stage is "Fresh Lead", then an email should be triggered at 4:00 PM to all assigned users. If leads are assigned after 4:00 PM and the stage is

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• Multiselect lookup in subform

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• Tasks as calendar events? What about a way to verify a meeting actually happened?

  I'm not sure how to best ask this, but i'm looking to add some guard-rails into zoho for the end-user. However for guardrails to be effective they can't really add extra steps for the end-user. i.e. every step that's added for the user, is another place

• Attachments should sync between Zoho Finance in CRM and Zoho Books

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• Introducing a new home page view and UI enhancements for Dashboards

  Hello everyone,  In CRM, the home pages provide a quick view of the various happenings in a business with the help of dashboards. The home pages also help to organize one's and the team's day's work. There are three views in the home tab: Classic User's

• Call result pop up on call when call ends

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  Hi, is it possible to remove data templates once you have applied them in Workdrive? Also, once I have added a new field to a data template can I mass update multiple files who have already been allocated that template and amend just that one added

• Zoho Flow y subformularios de Zoho CRM

  Buenas tardes, En mi empresa vamos a empezar a usar los subformularios de zoho crm pero estos los voy a tener que rellenar con zoho flow ya que va a ser el encargado de rellenar dichos campos del subformulario. El problema es que a la hora de intentar

• Recurring Invoices

  We are looking at moving our invoices to ZOHO Billing, I have started the trial period and like that I can et up for four different companies. The one feature we need which is mentioned in the documentation is Recurring Invoices so we can send our Rent

• Implement Meeting Polls in Zoho Bookings

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• Zoho Projects App update: Arabic and Hebrew language support

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• I want to cancel @mention group in the notes in Zoho CRM

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• Kaizen #193: Creating different fields in Zoho CRM through API

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• How to install node packages in Zoho Creator cloud functions

  I wanted to create some functions which requires node packages like axios, fetch, multer etc., How and where can i install the node packages in Zoho creator to use it in Zoho creator Nodejs function.

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