Voici Bigin 360 : une version optimisée, proposant de nouvelles fonctionnalités

• Topic Participants

• Kinjal Lodaya

  

• Sticky Posts

• Bigin - Astuce #5 : Comment transférer le statut Super Admin ?

  Bonjour Community France,  Découvrons comment transférer le statut de Super Administrateur. Sachez que le statut de super administrateur ne peut être transféré à un autre utilisateur administrateur que par le super administrateur lui même. Pour transférer

• Nouveau forfait Bigin Premier : Multi-devises, flux de travail avancés et plus encore !

  Bonjour à tous, Nous sommes ravis d'annoncer une toute nouvelle édition de Bigin qui contient plusieurs nouvelles fonctionnalités comme la multidevise, des flux de travail avancés, des champs de recherche personnalisés et plus encore : l'édition Premier.

• Nouveauté Bigin : associez plusieurs contacts à une même affaire!

  Bonjour à tous, Une transaction implique souvent plusieurs décideurs. Prenons l'exemple de l'entreprise Zylker qui utilise Bigin pour gérer ses pipelines de vente. Ils souhaitent acheter des meubles. Pour valider la vente, différents employés, de différents

• Pack débutant : vos premiers pas sur Zoho Bigin

  Dans cet article nous verrons comment paramétrer votre CRM Bigin en 4 étapes : renseigner vos informations, gérer vos utilisateurs ainsi que leurs rôles et profils. Renseigner les informations de votre organisation Vous venez de vous inscrire à Zoho Bigin,

• Anniversaire Bigin : le CRM pour les petites entreprises évolue

  Bonjour à tous ! Nous sommes de retour avec quelques annonces passionnantes. Mais d'abord, joyeux anniversaire à nous ! Bigin a eu un an récemment et nous avons un nouvel ensemble de fonctionnalités que nous sommes impatients de partager avec vous. Nous

• Recent Topics

• Can't create package until Bill created?

  I can't understand why we cannot create a package until a Bill is created? We are having to created draft Bills to create a package when the item is received, but we may not have received a Bill from the supplier. Also, Bill # is required, but we normally

• Whats the Time out Limit for API Calls from Deluge?

  Hi Creator Devs, We are making API calls to third party server via Deluge. Getting this error message: Error at line : 24, The task has been terminated since the API call is taking too long to respond. Please try again after sometime. Whats the default

• How to get the authorization code for domain transfer from Zoho?

  I have transferred my domain from zoho to godaddy, and that needs a authorization code. I haven't got any mail containing that. How to get the authorization code from domain transfer? Thanks, Arun

• I have error AS101 when I try to add paypal@mydomain.com to Zoho

  Please help me with this. I tried to call the help line 4 times but don't get any response.

• Tip #3: How to change your booking page language

  Displaying your booking page in your target audience's language can greatly increase customer satisfaction. By speaking their language, you will help customers feel more comfortable scheduling with you and create a stronger connection with them. Let's

• How can I optimize a Zoho Site page for SEO when embedding external menu or restaurant links?

  Hi everyone, I’m experimenting with building small content hubs on Zoho Sites and want to make sure I’m doing it in an SEO-friendly way. For example, I tried creating a page that highlights restaurant menu items and linked out to a resource like this:

• Diff signature for compose new email and replies

  Hi,   How do i have different signature for replies and new emails. its inconvenient to have one large signature for replies. Usually on Outlook we have the option to keep separate signatures for new emails and for replies.

• Zoho Website Site Speed Up & Setting

  We are experiencing slow loading speeds on our Zoho website and would like assistance in optimizing its performance. Kindly review the site and suggest or implement necessary improvements to enhance speed, especially related to: > Caching mechanisms >

• Clickjacking: Zoho Vault's Response

  Issue: Password manager browser extensions are found to be vulnerable to clickjacking security vulnerabilities that could allow attackers to steal account credentials, TFA codes, and card details under certain conditions. Reported by: Marek Toth, Independent

• Refund

  Hi There, Please refund me asap possible, because of no support given. Thank you

• No option for pick up in Zoho Books / Inventory but yes on commerce

  Is it planned to release soon on books/inventory?

• Accessing Zoho form enteries via API

  Hi As a user I can view enteries to a form at: https://forms.zoho.com/<myOrganisation>/report/<myReportName>/records/web How do I access these entries via API? I don't have any problem with scope and getting tokens. But I have no idea what the API call

• Blueprint Issue - Being able to set a subform field as mandatory

  I'm creating a blueprint. My record involves a subform which is only shown once field is set but the field gets set in step two of the process. My problem - I can't save the record as the subform field is set to mandatory - If I unset the mandatory field,

• Blueprint - Mandatory file upload field

  Hi, File upload (as we as image upload) field cannot be set as mandatory during a blueprint transition. Is there a workaround? Setting attachments as mandatory doesn't solve this need as we have no control over which attachments are added, nor can we

• Zoho Books - Include Quote Status in Workflow Field Triggers

  Hi Zoho Books team, I recently tried to create a Workflow rule based on when a Quote is Accepted by the customer. This is something which I thought would be very easy to do, however I discovered that Status is not listed as a field which can be monitored

• Zoho Books - Show Related Sales Orders on Quotes

  Hi Books team, I've noticed that the Quotes don't show show the related Sales Order. My feature request is to also show related Sales Orders above the Quote so it's easy to follow the thread of records in the sales and fulfilment process. Below screenshot

• Add VAT/Tax line to bank adjustments

  When categorising transactions and matching bank feeds with transactions such as customer payments, we use the "Add Adjustment" to add things like fees/bank fees. It would be useful to choose a VAT/Tax rate here. Whilst there is a bank charges option when adding a payment, this goes into the default bank charges account. We use the adjustments so that we can choose the account and separate our fees. We use different card providers and Worldpay charges VAT so we are stuck. We cannot integrate with

• New Menu Layout Feedback

  I'd really like to see the banking item back on the top of the menu. I'm sure part of it is just because that's what I'm accustomed to. However, for a bookkeeping program, I think there's a logic to having banking be on top. Not a giant issue, but something

• How to use Rollup Summary in a Formula Field?

  I created a Rollup Summary (Decimal) field in my module, and it shows values correctly. When I try to reference it in a Formula Field (e.g. ${Deals.Partners_Requested} - ${Deals.Partners_Paid}), I get the error that the field can’t be found. Is it possible

• Form Accessibility

  Hi, is there an update on the accessibility standard of Zoho forms? Are the forms WCAG 2.1 AA compliant? 

• Cannot schedule report delivery

  The only 'send option' available when exporting reports is 'immediately' The option to schedule the report is missing.

• adding attachment in sendmail script where attachment is in a CRM field

  Hi all, I have a custom field of type 'File Upload' in one of my modules in my CRM. I want to include the file in that field as an attachment to an email - which is done from a button on  the 'Results' module. I have created a script and a button to initiate an email from that module. The Deluge scripting window has allowed me to add arguments for all the fields I need to use except for the one file upload type field. My script currently looks like the below (content of the email omitted). As you

• [Free Webinar] Learning Table Series - AI-Enhanced Insurance Claim Management in Zoho Creator

  Hello Everyone! We’re excited to invite you to another edition of Learning Table Series, where we showcase how Zoho Creator empowers industries with innovative and automated solutions. Struggling with lengthy claim processes, a lack of visibility into

• Not sure how to use credits to my account

  Hi I have a $50 credit to my account. I'm just wondering how I can apply that to either a current invoice or to try a new service. Any advice would be great, thanks. Kind Regards Chris

• Control who sees Timeline and Interactions in Zoho CRM through Profiles

  The feature has been enabled for all DCs (except US, EU, and IN DCs). We will be rolling it out to the other DCs in the upcoming days. Dear All, In a CRM, not all users would require access to the history of a record. For instance, a Marketing Operations

• Zoho Desk Integration - Add the option to send the estimate from the Zoho Desk Ticket Integration

  Hi, Currently in the Zoho Desk integration, the user is able to create an estimate from a ticket, once the estimate is created the user can see the estimate under the ticket (see screenshot below), but is not able to send that estimate from Zoho Desk.

• Utilisation de Zoho en conformité avec l’article 286 du Code général des impôts (CGI)

  Cher(e) client(e), Conformément à l’article 286 du Code général des impôts (CGI) impose aux entreprises assujetties à la TVA d’utiliser des systèmes de caisse ou de gestion commerciale certifiés lorsqu’elles enregistrent des ventes à des particuliers.

• Issue showing too many consultations in my workspace link.

  Hi Team, I’ve set up two Workspaces to track meetings from different sources. So far, this has been working well, and the two Workspaces are differentiated without any issues. However, when I navigate to Consultations and share the link to my personal

• CRM Validation Rules Support Only Single Condition

  Simply put, CRM validation rules support only a single condition for each field on "All Records". You also cannot specify additional validation rules on the same field because it has already been used in an existing validation rule. The ONLY solution

• Unapproved Leaves are hard to distinguish in Attendance View

  This is a an unapproved leave request It appears in the Attendance view without any visual indicator if its approved or not For a whole day request this might be manageable but for hourly requests it gets very hard to know which are approved, which are

• Performance Appraisal Probation Period

  Hello All,  Is there any possible way to create an appraisal cycle for new staff members, at the end of probation period? Many thanks!

• Zoho Creatorの一括操作における処理の同期/非同期について

  現在、Creatorのレポート機能を利用して、複数のレコードに対して一括で処理を実行しようとしていますが、処理の実行順序について確認したいことがあります。 レポート内の複数レコードに一括で処理を実行した際、処理は同期的に行われるのでしょうか？それとも非同期的に行われるのでしょうか？ 【同期処理の場合】 レコード①に対する処理が開始され、終了後にレコード②に対する処理が開始され、最後にレコード③に対する処理が実行されるように、処理が順番に行われる場合。 【非同期処理の場合】 レコード①、レコード②、レコード③の処理が一斉に開始され、それぞれ並行して処理が行われ、全処理が終了する場合。

• Mail Delivery Failed

  Good morning,   I have just set up an account with 5 users, however each time a message is sent to 1 user a m'mail delivery failed' message is generated. See below.   Any ideas   Thanks   Rob   This message was created automatically by mail delivery software. A message that you sent could not be delivered to one or more of its recipients. This is a permanent error. The following address(es) failed: robb@thesmartgroup.ae mailbox is full: retry timeout exceeded ------ This is a copy of the message,

• Delete commerce website

  I need to delete a commerce website, but the only option is to click on settings, REQUEST DELETE, choose an urgency notice, add a message....AND THEN nothing, no way to send the request. Why is nothing simple!?!?!  I just want to delete the store.  The

• Adding external users to Zoho Social under Zoho ONE licence - how to best achieve this

  My client has a small business, and we are looking to implementing Zoho ONE with a single flexible user licence as that is all they really need and offers the best pricing for the range of modules we eventually wish to set them up with, one of which will

• Has anyone built a custom AI support agent inside Zoho (SalesIQ/Zobot)?

  Hi all, I’ve been experimenting with building my own AI support assistant and wanted to see if anyone here has tackled something similar within Zoho. Right now, I’ve set up a Retrieval-Augmented Generation (RAG) pipeline outside of Zoho using FAISS. It

• This mobile number has been marked spam. Please contact support.

  Problem Description: One of our sales agents in our organization is unable to sign in to Zoho Mail. When attempting to log in, the following message appears: This mobile number has been marked as spam. Please contact support at as@zohocorp.com @zohocorp

• What’s New in Zoho Inventory | April 2025

  Hello users, April has been a big month in Zoho Inventory! We’ve rolled out powerful new features to help you streamline production, optimise stock management, and tailor your workflows. While several updates bring helpful enhancements, three major additions

• When Zoho Tables Beta will be open to EU data center

  Hello all, We in EU are looking at you all using and testing and are getting jealous :) When we will be able to get into the beta also? We don't mind testing and playing with beta software. Thank you!

• Pass current date to a field using Zoho Flow

  I am trying to generate an invoice automatically once somebody submits a record in Zoho CRM. I get an error in the invoice date. I have entered {{zoho.currentdate}} in the Date field. When I test the flow, I get "Zoho Books says "Invalid value passed

• Next Page