Zoho 4 Everyone

Forget the hassles and cost of old-fashioned office and business software: Now, you can do everything online with Zoho! Discover how to make the most of the amazing online applications that over a million people are already using! Here are complete step-by-step instructions and great insider tips for using Zoho's 15 hottest applications to run your business--and your life! Nancy Conner covers everything from word processing and spreadsheets to Zoho's slick new collaboration and customer relationship tools. You'll get started fast...then learn how to build great documents and reports...share presentations worldwide...manage email and IMs from anywhere...run web conferences...plan your day...invoice your customers...and a whole lot more! This book can help you do practically anything you need to do--faster, smarter, and at lower cost!
 
You'll Learn How To

• Get the power of today's top productivity applications
• Track, organize, and report on all your data, from personal collections to customer relationships
• Simplify the way you manage your tasks, events, and appointments
• Store anything you create or find on the Web--and access it from anywhere
• Use Zoho's powerful collaboration tools, including web conferencing and wiki-building
• Create invoices and estimates for your small business or freelance work
• Manage marketing, sales, and HR teams more efficiently than ever before

List of contents

Introduction     1
 
I DOCUMENTS AND PRESENTATIONS
1 Have Your Say with Zoho Writer     7
A Quick Spin Around the Workspace     7
Getting Started with Zoho Writer     10
Creating a Document     10
Importing Documents     12
Saving a Document     14
Exporting a Document     15
Deleting a Document     17
Working with Templates     18
Selecting a Template from the Template Library      18
Creating Your Own Template     19
Using a Template     19
Working with Text     21
The Formatting Toolbar     21
Using Images in a Document     26
Inserting an Image     26
Editing an Image     27
Resizing an Image     27
Deleting an Image     27
Working with Tables     27
Creating a Table     27
Adding or Deleting Rows or Columns     28
Resizing a Table     29
Showing or Hiding Gridlines     30
Wrapping Text Around a Table     31
Adjusting Cell Padding     31
Deleting a Table     31
Creating a Table of Contents     31
Working Offline     32
Step 1: Install Google Gears     32
Step 2: Set Up Zoho Writer to Work with Google Gears      33
Step 3: Work Offline     34
Step 4: Synch Your Online and Offline Documents      34
Plugging into Microsoft Office     35
Organizing Your Documents     36
Tagging     36
Searching     38
Sharing and Collaborating on Documents     39
Personal Sharing     39
Sharing in Groups     41
Changing Sharing Privileges     45
Collaborating with Others     45
Publishing Documents     48
Putting a Document on the Web     48
Publishing a Document in a Blog     50
Viewing and Comparing Document Versions     51
Viewing a Document's History     51
Comparing Versions     52
Who Said One Size Fits All? Customizing Writer      52
Changing Writer's Appearance     52
Setting a Time Zone     53
Showing or Hiding Buttons     53
Choosing an Interface Language     53
Setting a Language for the Spellchecker     54
Customizing Other Settings     54
 
2 Zoho Notebook: Clip, Snip, and Organize      55
Creating a Notebook     55
Working with Pages     56
Adding Pages     56
Renaming Pages     58
Moving Pages Around     58
Exporting a Page or a Notebook     58
Deleting a Page     59
Deleting a Whole Notebook     59
Filling Up Your Notebook with Content     59
Adding Content     59
Editing Content     63
Working with Shapes     66
Inserting a Shape     68
Editing Shapes     68
Web Clipping (for Firefox Users)     71
Installing the Plugin     71
Snapping a Web Page     72
Snapping a Section of a Web Page     72
Working with Web Clippings in Your Notebook      73
Sharing Your Notebooks     73
Inviting Others to Share Your Notebook     74
Managing Sharers     75
Publishing on the Web     75
Publishing Your Notebook on the Web     75
Taking a Published Notebook off the Web      76
Embedding Your Notebook in an Existing Web Page      76
Collaborating with Others     77
Chatting with Collaborators     77
Talking with Collaborators via Skype     78
Comparing Versions     80
 
3 Presenting...Zoho Show     83
Creating a Presentation     83
Starting from Scratch     83
Importing an Existing Presentation     85
Presentation Views     87
Editing a Presentation     88
Adding Slides     89
Working with Text     90
Working with Shapes     92
Adding Images     94
Copying and Pasting an Object     96
Deleting an Object     96
Duplicating a Slide     97
Moving a Slide     97
Adding Notes     98
Changing Your Presentation's Theme     98
Deleting a Slide     98
Saving a Presentation     99
Deleting a Presentation     100
Sharing a Presentation     100
Viewing a Presentation on the Web     101
Inviting Others to Your Online Presentation      101
Giving a Remote Presentation     102
Publishing a Presentation     104
Publishing a Presentation on the Web     104
Embedding a Presentation in an Existing Web Page      105
 
II SPREADSHEETS AND DATABASES
4 Track Data with Zoho Sheet     107
Getting Started     107
Creating a Spreadsheet     107
Importing Spreadsheets     108
Entering Data     109
Saving a Spreadsheet     110
Exporting a Spreadsheet     110
Deleting a Spreadsheet     111
Formatting Your Spreadsheet     111
Adding and Deleting Rows and Columns      112
Formatting Data     113
Working with Sheets     114
Working with Templates     115
Sorting and Displaying Data     116
Sorting Data     116
Displaying Data as a Chart     118
Editing a Chart     120
Moving or Resizing a Chart     120
Publishing a Chart on Your Website or Blog      122
Deleting a Chart     122
Using Formulas and Functions     122
Entering a Formula     123
Working with Functions     124
Working with Macros     126
Recording a Macro     126
Playing a Macro     128
Creating Pivot Tables and Charts     128
Creating a Pivot Table     128
Creating a Pivot Chart     129
Working with Pivot Tables and Charts     130
Working with External Data     131
Linking to External Data     131
Sharing a Spreadsheet     134
Collaborating with Others     134
Viewing a Spreadsheet's Version History     137
 
5 Zoho Reports: Online Databases and Reports      139
Creating a Database     139
From Scratch     140
By Entering Data     141
From a Template     141
By Importing     142
Working with Data     146
Adding and Editing Data     146
Saving Data     146
Exporting Data     147
Working with Tables     150
Creating a New Table     150
Editing Tables     154
Creating a Relationship Between Tables     156
Sorting and Filtering Data     156
Viewing Your Data     158
Creating a Tabular View     158
Creating a Pivot View     160
Creating a Chart View     160
Creating a Summary View     161
Opening a Saved View     162
Editing a View     163
Changing a View's Name     163
Sharing Your Data     163
Sharing a View     163
Sharing a Database     163
Sharing with a Group     164
Managing Sharing     165
Publishing a Table or View on the Web     166
Public Versus Private Databases     166
Publishing a Table or View     167
Embedding a Table or View in a Web Page or Blog      168
 
6 Do-It-Yourself Applications: Zoho Creator      169
Zoho Reports or Zoho Creator: Which One's for You?      169
Creating an Application     170
By Adding a Form     171
By Importing Data     174
By Writing or Importing Deluge Script     175
By Choosing from the Marketplace     179
Putting Your Application to Work     179
Adding and Editing Fields     179
Using Scripts to Create Form Rules     180
Creating a New Form     183
Setting Email Notification for a Form     184
Creating a Relationship Between Two Forms      184
Viewing Data     186
Changing an Application's Layout     190
Sharing Your Application     194
Going Public     194
Editing Permissions for Views     195
Removing a User from Sharing     195
Publishing an Application     196
 
III COMMUNICATION AND SCHEDULING TOOLS
7 Zoho Mail: Web Mail Redux     197
Touring Zoho Mail     197
Getting Started with Zoho Mail     199
Composing a New Message     199
Saving Your Draft     201
Getting and Reading Email     201
Replying to a Message     201
Working with Attachments     202
Adding an Attachment     202
Opening an Attached File     202
Working with Zoho Mail     203
Setting Options for Sending Email     203
Setting Options for Receiving Email     206
Setting Up Other Email Accounts with Zoho Mail      210
Reading Your Email When You're Offline     211
Organizing Your Email     213
Organizing with Folders     213
Organizing with Labels     214
Searching Email     216
Chatting in Zoho Mail     216
Adding Someone to Your Contacts List     217
Launching a Chat     218
Setting Your Status     219
 
8 Instant Communication with Zoho Chat     221
The Zoho Chat Home Page     221
Changing the Home Page's Look     222
Adding Contacts     223
Inviting Guest Users     224
Basic Chatting     225
Managing Multiple Chats     225
Sending a File Through Chat     227
Sending an Offline Message     228
Group Chats     228
Creating a Group     228
Managing Groups     229
Inviting Others to Join an Ongoing Chat     230
Saving Your Chats: Transcripts     232
Searching Transcripts     233
Continuing a Saved Chat     233
Deleting a Transcript     234
Embedding Zoho Chat in Your Website or Blog          234
 
9 Zoho Planner: Your Online To-Do List     237
Filling Your Page with Content     237
Creating a To-Do List     237
Adding Appointments and Notes     240
Attaching a File     242
Working with Pages     243
Creating a New Page     243
Working with To-Do Lists     244
Recurring Appointments     247
Tagging Pages     247
Editing To-Do Lists, Appointments, and Notes     248
Deleting an Element from a Page     248
Deleting All Elements from a Page     249
Deleting a Page     249
Sharing Planner Pages     249
Staying on Track     251
To-Dos Overview     251
Getting Reminders     252
 
IV MEETING AND COLLABORATION TOOLS
10 Zoho Meeting: Web Conferencing Made Simple     253
Introducing Zoho Meeting     253
The Meeting Home Page     254
Technical Requirements     254
Creating a Meeting     255
Viewing a Meeting's Details     256
Inviting Participants     258
Preparing to Run Your First Meeting     258
Running a Meeting     259
Using the Presenter Toolbar     260
Communicating During a Meeting     261
Making a Participant the Presenter     262
Giving a Participant Remote Control of Your Desktop     263
Ending a Meeting     263
Joining a Meeting as a Participant     263
Using the Participant Toolbar     265
Using Zoho Meeting for Remote Troubleshooting     266
 
11 Build Collaborative Sites with Zoho Wiki     269
Setting Up Your First Wiki     269
Working with Pages     272
Creating a Page     272
Adding and Editing Text     272
Inserting Images and Tables     273
Embedding and Attaching Files     276
Working with Links     280
Rearranging Pages     283
Creating a Subpage     283
Deleting a Page     283
Customizing Your Wiki     284
Choosing a Theme     284
Adding a Title and a Logo     284
Adding a Footer     286
Positioning the Navigation Bar     286
Sharing Your Wiki     286
Setting Permissions     286
Creating a Group     288
Comparing Previous Versions     288
 
V APPS FOR BUSINESS
12 Manage Customers with Zoho Invoice and Zoho CRM     291
Getting Started with Zoho Invoice     291
Setting Up Zoho Invoice     292
Creating a Company Profile     292
Customizing Zoho Invoice with Your Logo     294
Choosing Your Currency and Time Zone     295
Entering Tax Information     295
Managing Customers     295
Adding Customers     295
Importing Customers     297
Importing Contacts     298
Editing Customers and Contacts          299
Deleting a Customer     299
Deleting a Contact     300
Creating Your Inventory     300
Choosing a Payment Gateway     300
Setting Up Email Messages     301
Creating and Sending Estimates and Invoices     303
Setting Up a Recurring Profile     304
Keeping Tabs on Your Customers     305
Processing Payments     306
Processing PayPal or Google Checkout Payments     306
Processing Other Payments     306
Setting Up Zoho CRM     307
Choosing a Plan     307
Signing Up     308
Customizing CRM     308
Working with Users and Profiles     312
Adding Users     312
Working with User Roles and Profiles     314
Deactivating Users     317
Managing Your Customer Relationships     318
Marketing     318
Sales     318
Inventory and Orders     319
Customer Support     320
Data Analysis     320
Working with Modules     320
Creating a New Record     321
Importing Data     322
Organizing Your Records     324
Working with Fields     326
Mass Updating Records     327
Printing Records     327
Deleting Records     327
Creating Reports and Dashboards     328
Creating and Customizing Reports     328
Creating and Customizing Dashboards     329
 
13 Keep the Team on Task with Zoho Projects     331
Getting Started with Zoho Projects     331
Signing In     332
Your Projects Home Page     333
Choosing Your Settings     334
Creating a New Project     336
The Projects Dashboard     336
Adding Users     337
Adding a Client User     338
Adding and Assigning Tasks     338
Creating Project Milestones     339
Creating a Task Lis     340
Moving an Existing Task to a Task List     341
Managing Users     341
Reassigning Roles     341
Emailing Users     341
Deleting Users     342
Scheduling a Meeting     342
Using the Calendar     343
Refining the Calendar View     344
Adding an Event from the Calendar     344
Tracking Time     345
Logging Time: The Basics     346
Logging Time Automatically     347
Editing or Deleting Logged Hours     347
Creating and Sending an Invoice     347
Working with Documents     348
Uploading a Document     348
Creating a New Document or Spreadsheet     349
Working with Documents     350
Organizing Your Documents     350
Adding Links to a Project     352
Editing or Deleting a Link     353
Using Forums     353
Posting to a Forum     353
Replying to a Post and Viewing Comments     355
Editing or Deleting a Post     355
Editing or Deleting a Comment     356
Generating Reports     356
When the Project Is Finished     357
Archiving a Project     357
Deleting a Project     358
 
14 Zoho People: Your Online HR Office     359
How Much Does It Cost?      359
Getting Started with Zoho People     360
Setting Up Zoho People     361
The Getting Started Tab     361
Creating Your Organization's Profile     362
Adding Departments     363
Importing a List of Departments     363
Customizing Tabs     364
Rearranging Tabs     365
Setting Up Security     365
Adding Employees     368
The Zoho People Dashboard     369
Creating and Customizing Forms     371
Creating a Form from Scratch     371
Customizing a Form     371
Setting Up an Approval Process     375
Working with Checklists     376
Creating a New Checklist     377
Viewing Tasks     378
Managing Employees     379
Zoho Chat and Zoho People     379
The Self-Service Tab     380
Managing Recruitment     381
Creating and Posting Job Openings     381
Managing Resumes     383
Evaluating Candidates     385
Making an Offer and Adding a Candidate as an Employee     386
Index     389

About the author

Nancy Conner writes and edits tech books from her home in central New York state, on topics ranging from eBay to WAN optimization to Google Apps. She's also worked as a medievalist, an English teacher, and a corporate trainer. Nancy holds a PhD from Brown University.

Summary

Forget the hassles and cost of old-fashioned office and business software: Now, you can do everything online with Zoho! Discover how to make the most of the amazing online applications that over a million people are already using! Here are complete step-by-step instructions and great insider tips for using Zoho's 15 hottest applications to run your business--and your life! Nancy Conner covers everything from word processing and spreadsheets to Zoho's slick new collaboration and customer relationship tools. You'll get started fast...then learn how to build great documents and reports...share presentations worldwide...manage email and IMs from anywhere...run web conferences...plan your day...invoice your customers...and a whole lot more! This book can help you do practically anything you need to do--faster, smarter, and at lower cost!
 
You'll Learn How To

• Get the power of today's top productivity applications
• Track, organize, and report on all your data, from personal collections to customer relationships
• Simplify the way you manage your tasks, events, and appointments
• Store anything you create or find on the Web--and access it from anywhere
• Use Zoho's powerful collaboration tools, including web conferencing and wiki-building
• Create invoices and estimates for your small business or freelance work
• Manage marketing, sales, and HR teams more efficiently than ever before

Product details

• Authors: Nancy Conner
• Publisher: Pearson Academic
• Languages: English
• Product format: Paperback / Softback
• Released: 01.01.2009
• EAN: 9780789739377
• ISBN: 978-0-7897-3937-7
• No. of pages: 432
• Weight: 680 g
• Series: Que; Que
• Subject: Natural sciences, medicine, IT, technology > IT, data processing > Application software