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Conner : Zoho 4 Everyone

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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
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Product details

  • Paperback | 432 pages
  • 175.26 x 226.06 x 25.4mm | 680.39g
  • Que Corporation,U.S.
  • Indianapolis, IN, United States
  • English
  • 0789739372
  • 9780789739377
  • 1,310,022

Back cover copy

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
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Table 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
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About Nancy Conner

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.
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