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
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
Can't change form's original name in URL
Hi all, I have been duplicating + editing forms for jobs regarding the same department to maintain formatting + styling. The issue I've not run into is because I've duplicated it from an existing form, the URL doesn't seem to want to update with the new
Need Inactive accounts to be visible in Reports in Zoho Books
I N=need Inactive accounts to be visible in Reports in Zoho Books to do recons of the accounts but when i see the same they are not visible in the Accountant - Account Transactions report
unblock e-mail
please unblock my e-mails info@meatnews.gr and myrtokaterini@meatnews.gr
Add Zoho Mail for users who do not need Zoho One
We have licenses for ZOho One for teams that need to use the suite of products that Zoho One offers. We have 8 more people who only need email access and we would like to add just a Zoho Mail. They do not need the Zoho One license. We are currently
ZML vs HTML Snippet - which is better?
Are there certain use cases where one is better than the other?
Auto CheckOut Based On Shift.
This Deluge script runs on a scheduled basis to automatically set the 'Actual_Check_Out' time for employees who haven't manually checked out. If the current time is past their scheduled 'Shift_End_Time', the script updates the check-out time to match
How to remove some users in zoho accounts
How to remove some users in Zoho accounts.
Infinite loop of account verification
Hi I can't do anything on my zoho account. I always get this message Hi Sheriffo Ceesay As a security measure, you need to link your phone number with this account and verify it to proceed further. When ever I supply the details, it displays that the number is associated with another account. I don't have any other account on zoho so this is really annoying.
Load PO_Date field (Purchase Order) with current date in Deluge
Hi, I'm not a full time developer, just helping to customize our CRM, in the small company I work for. There must be something wrong with me, because I can't do something so simple as complete a field with the current date in a function using Deluge.
Zoho CRM in Microsoft Power Automate Custom Connector
Hi everyone, I’m building a Power Automate flow that integrates Microsoft Bookings with Zoho CRM. The goal is to automatically create a meeting (event) in Zoho CRM whenever a new appointment is booked via Microsoft Bookings. To achieve this, I created
Spell check sucks
Come on guys, it's 2024 and your spell check is completely retarded. You gotta fix it.
How to include total km for multiple trips in expense report.
Whenever I create a mileage report it only shows the total dollar amount to be reimbursed. The mileage for each individual trip is included but I also need to see the total distance for all trips in a report? How do I do this?
Outgoing blocked: Unusual activity detected.
I just made payment for my Zohomail Today and have been debited so i will like to be Unblocked because this is what it says (Outgoing blocked: Unusual activity detected) Thank you i await your swift responses
Next Page