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

• Export to excel stored amounts as text instead of numbers or accounting

  Good Afternoon, We have a quarterly billing report that we generate from our Requests. It exports to excel. However if we need to add a formula (something as simple as a sum of the column), it doesn't read the dollar amounts because the export stores

• why my account is private?

  when i post on zohodesk see only agent only

• Getting ZOHO Invoice certified in Portugal?

  Hello, We are ZOHO partners in Portugal and here, all the invoice software has to be certified by the government and ZOHO Invoice still isn´t certified. Any plans? Btw, we can help on this process, since we have a client that knows how to get the software certified. Thank you.

• 500 Internal Server Error

  I have been trying to create my first app in Creator, but have been getting the 500: Internal Server Error. When I used the Create New Application link, it gave me the error after naming the application. After logging out, and back in, the application that I created was in the list, but when I try to open it to start creating my app, it gives me the 500: Internal Server Error. Please help! Also, I tried making my named app public, but I even get the error when trying to do that.

• Client Script | Update - Client Script Support For Portals

  Dear All! We are excited to announce the highly anticipated feature: Client Script support for Portals. We understand that many of you have been eagerly awaiting this enhancement, and we are pleased to inform you that this support is now live for all

• Professional Plan not activated after payment

  I purchased the Professional Plan for 11 users (Subscription ID: RPEU2000980748325) on 12 September 2025, and the payment has been successfully processed. However, even after more than 24 hours, my CRM account still shows “Upgrade” and behaves like a

• how to edit the converted lead records?

  so I can fetch the converted leads records using API (COQL), using this endpoint https://www.zohoapis.com/crm/v5/coql and using COQL filter Converted__s=true for some reasons I need to change the value from a field in a converted lead record. When I try

• Auto Update Event Field Value on Create/Edit

  Hi there, I know this question has been posted multiple times and I've been trying many of the proposed similar scripts for a while now but nothing seems to work... what might I do wrong? The error I receive is this: Value given for the variable 'meetingId'

• Pre-orders at Zoho Commerce

  We plan to have regular producs that are avaliable for purchase now and we plan to have products that will be avaliable in 2-4 weeks. How we can take the pre-orders for these products? We need to take the money for the product now, but the delivery will

• Constant color of a legend value

  It would be nice if we can set a constant color/pattern to a value when creating a chart. We would often use the same value in different graph options and I always have to copy the color that we've set to a certain value from a previous graph to make

• Zoho Pagesense really this slow??? 5s delay...

  I put the pagesense on my website (hosted by webflow and fast) and it caused a 5s delay to load. do other people face similar delays?

• Payroll and BAS ( Australian tax report format )

  Hello , I am evaluating Zoho Books and I find the interface very intuitive and straight forward. My company is currently using Quickbooks Premier the Australian version. Before we can consider moving the service we would need to have the following addressed : 1.Payroll 2.BAS ( business activity statement ) for tax purposes 3.Some form of local backup and possible export of data to a widely accepted format. Regards Codrin Mitin

• Problem with Email an invoice with multiple attachments using API

  I have an invoice with 3 attachments. When I send an email manually using the UI, everything works correctly. I receive an email with three attachments. The problem occurs when I try to initiate sending an email using the API. The email comes with only

• Page Layouts for Standard Modules like CRM

  For standard modules like quotes, invoices, purchase orders, etc, it would be a great feature to be able to create custom page layouts with custom fields in Zoho Books similar to how you can in Zoho CRM. For example, and my current use case, I have a

• Non-depreciating fixed asset

  Hi! There are non-depreciable fixed assets (e.g. land). It would be very useful to be able to create a new type of fixed asset (within the fixed assets module) with a ‘No depreciation’ depreciation method. There is always the option of recording land

• Fixed asset management

  I want to know if there is any individual module for fixed assets management

• One time sale item in billing automatically detects as service

  if i have some items which i don't want to add in my "item" list because its sold only for one time. but when i type item name in invoice, it (system) automatically takes it as a service and despite of HSN , it shows SAC code to be entered. if its selectable i.e. either item or service , it would be very helpful and a must have feature.

• Project template after project creation

  How can I apply a project template AFTER the project has been created?

• convert the project to templet

  i have some deployment ME product for different customer , i need to create a fixed template for use it rather then keeping creating this template every time

• Seriously - Create multiple contacts for leads, (With Company as lead) Zoho CRM

  In Zoho CRM, considering a comapny as a lead, you need us to allow addition of more than one contact. Currently the Lead Section is missing "Add contact" feature which is available in "Accounts". When you know that a particular lead can have multiple

• Related Module in Sharing Rules

  Zoho CRM team recently added the feature to filter records by Related Records It will be really beneficial if we can have this feature for Sharing Rules as well

• Assignment Thresholds Resetting After Lead Conversion

  Hello everyone, We're facing an issue with Zoho CRM's lead assignment thresholds that makes them unsuitable for our workflow. I'm hoping to find a potential workaround or solution from the community. Here’s our current process: A new lead is created automatically

• Zoho CRM Analytics - Allow To Reorder Dashboards

  I would like to suggest that you add the ability to reorder dashboards in the Analytics Module. I can see that this has been requested some time ago, the latest 9 years ago. I am not sure if this is a big or small endeavor, but such a small fix can go

• Territory view for custom modules?

  I have recently activated territories however I can't seem to find how to use territories for custom modules? These modules have territories:  Contacts /  Accounts / Opportunities These modules don't have territories:   Buildings (custom module) and 

• Zoho Books - How to Invoke a Custom Function in Schedulers

  We have multiple schedulers that send emails to customers in batches. Currently, we are maintaining the same code across several schedulers. Is it possible to use a custom function inside a scheduler script? If yes, how can we invoke the custom function

• Approval Process Comments

  Is it possible to view the comments entered during the approval or rejection of a record in the approval process? If not, is there a way to require a field to be completed upon approval or rejection?

• Login for test case

  Had a few questions regarding authentication test cases and couldn't find an answer in the the docs. 1. If an app like Zoho Creator requires authentication before providing access, do I need to create a login function and add it to each test case? 2.

• Zoho / Outlook Calendar sync

  The current Marketplace -> Microsoft -> Meetings integration needs 2 changes. 1. The current language for the Two-Way sync option should be changed. It currently states, "Sync both your Zoho CRM Calendar and Office 365 Calendar meetings with each other."

• Please make it easier to Pause syncing

  right now it takes 3 clicks to get there. sounds silly, but can you make it just 2 clicks to get it done instead? thats how dropbox does it, 2 clicks to pause instead of 3.

• Customer members area

  Does FSM support a customer members area? If not what do you propose we use if we want the data used in FSM for customers to give them an area / login to see past orders, create new orders and general announcements.

• Zoho Books-Accounting on the Go Series!

  Dear users, Continuing in the spirit of our 'Function Fridays' series, where we've been sharing custom function scripts to automate your back office operations, we're thrilled to introduce our latest initiative – the 'Zoho Books-Accounting on the Go Series'.

• Desktop app doesn't support notecards created on Android

  Hi, Does anybody have same problem? Some of last notecards created on Android app (v. 6.6) doesn't show in desktop app (v. 3.5.5). I see these note cards but whith they appear with exclamation mark in yellow triangle (see screenshot) and when I try to

• Notes created in mobile can no longer be accessed in desktop

  Working with a 2013 Mac running OS 10.14.6; Desktop Notebook version 4.5.3. Using Motorola Moto G Power 5G - 2024; Android app version 6.7 I have been using Notebook for some years. Starting several weeks ago, the notes newly created ion the phone can

• Function #49: Manage varying installment payments using Zoho Books

  . Hello everyone, and welcome back to our series! Last week, we discussed automating the collection of fixed installment payments in Zoho Books. But what if your payment structure involves charging varying percentages of the invoice total as installments?

• Zoho Writer - Option to Export as .zdoc format

  I've noticed that it's not possible to export a Zoho Writer Document in the .zdoc format. Isn't zdoc, Zoho Writer's own format? My use case is that I sometimes need to create quite complex documents with floating elements, which sometimes need to become

• Is it possible for contacts to "Re-enter" a workflow in Zoho Campaign?

  We are currently working on a way to automatically add users to from one list to other lists based on specific criteria, but can't seem to find a native way of doing this so we are trying to use Workflows to do this. So, for example, if a user's status is set to "Active," then they should be added to the list "Active Users." If the same user's status is then set to "Paused," they should be added to the list "Paused Users" and removed from the list "Active Users." This works fine for the first go

• Bulk upload images and specifications to products

  Hi, Many users have asked this over the years and I am also asking the same. Is there any way in which we can bulk upload product (variant) images and product specifications. The current way to upload/select image for every variant is too cumbersome.

• Out of Office for Just One of My Alias Email

  Can I set up the Out of Office Reply for Just One of my Alias Email Addresses?

• Can I map multiple Surveys into the CRM using the same fields?

  Hello, We are a healthcare practice that offers two distinct services (Nutrition and Primary Care). We use Zoho Survey for our lead generation form (Get Started Survey), which allows people to express interest in one of the two services and even allows

• Dealing with API responses where integers have more than 16 digits

  Hi there How do I deal with an api response contaning an int or float with more than 16 digits (before any decimal places for a float). I constantly receive the response "Unable to cast the 'BigInteger' value into a 'BIGINT' value because the input is

• Next Page