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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 ToGet 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
Contents
Introduction 1I DOCUMENTS AND PRESENTATIONS1 Have Your Say with Zoho Writer 7A Quick Spin Around the Workspace 7Getting Started with Zoho Writer 10Creating a Document 10Importing Documents 12Saving a Document 14Exporting a Document 15Deleting a Document 17Working with Templates 18Selecting a Template from the Template Library 18Creating Your Own Template 19Using a Template 19Working with Text 21The Formatting Toolbar 21Using Images in a Document 26Inserting an Image 26Editing an Image 27Resizing an Image 27Deleting an Image 27Working with Tables 27Creating a Table 27Adding or Deleting Rows or Columns 28Resizing a Table 29Showing or Hiding Gridlines 30Wrapping Text Around a Table 31Adjusting Cell Padding 31Deleting a Table 31Creating a Table of Contents 31Working Offline 32Step 1: Install Google Gears 32Step 2: Set Up Zoho Writer to Work with Google Gears 33Step 3: Work Offline 34Step 4: Synch Your Online and Offline Documents 34Plugging into Microsoft Office 35Organizing Your Documents 36Tagging 36Searching 38Sharing and Collaborating on Documents 39Personal Sharing 39Sharing in Groups 41Changing Sharing Privileges 45Collaborating with Others 45Publishing Documents 48Putting a Document on the Web 48Publishing a Document in a Blog 50Viewing and Comparing Document Versions 51Viewing a Document's History 51Comparing Versions 52Who Said One Size Fits All? Customizing Writer 52Changing Writer's Appearance 52Setting a Time Zone 53Showing or Hiding Buttons 53Choosing an Interface Language 53Setting a Language for the Spellchecker 54Customizing Other Settings 542 Zoho Notebook: Clip, Snip, and Organize 55Creating a Notebook 55Working with Pages 56Adding Pages 56Renaming Pages 58Moving Pages Around 58Exporting a Page or a Notebook 58Deleting a Page 59Deleting a Whole Notebook 59Filling Up Your Notebook with Content 59Adding Content 59Editing Content 63Working with Shapes 66Inserting a Shape 68Editing Shapes 68Web Clipping (for Firefox Users) 71Installing the Plugin 71Snapping a Web Page 72Snapping a Section of a Web Page 72Working with Web Clippings in Your Notebook 73Sharing Your Notebooks 73Inviting Others to Share Your Notebook 74Managing Sharers 75Publishing on the Web 75Publishing Your Notebook on the Web 75Taking a Published Notebook off the Web 76Embedding Your Notebook in an Existing Web Page 76Collaborating with Others 77Chatting with Collaborators 77Talking with Collaborators via Skype 78Comparing Versions 803 Presenting...Zoho Show 83Creating a Presentation 83Starting from Scratch 83Importing an Existing Presentation 85Presentation Views 87Editing a Presentation 88Adding Slides 89Working with Text 90Working with Shapes 92Adding Images 94Copying and Pasting an Object 96Deleting an Object 96Duplicating a Slide 97Moving a Slide 97Adding Notes 98Changing Your Presentation's Theme 98Deleting a Slide 98Saving a Presentation 99Deleting a Presentation 100Sharing a Presentation 100Viewing a Presentation on the Web 101Inviting Others to Your Online Presentation 101Giving a Remote Presentation 102Publishing a Presentation 104Publishing a Presentation on the Web 104Embedding a Presentation in an Existing Web Page 105II SPREADSHEETS AND DATABASES4 Track Data with Zoho Sheet 107Getting Started 107Creating a Spreadsheet 107Importing Spreadsheets 108Entering Data 109Saving a Spreadsheet 110Exporting a Spreadsheet 110Deleting a Spreadsheet 111Formatting Your Spreadsheet 111Adding and Deleting Rows and Columns 112Formatting Data 113Working with Sheets 114Working with Templates 115Sorting and Displaying Data 116Sorting Data 116Displaying Data as a Chart 118Editing a Chart 120Moving or Resizing a Chart 120Publishing a Chart on Your Website or Blog 122Deleting a Chart 122Using Formulas and Functions 122Entering a Formula 123Working with Functions 124Working with Macros 126Recording a Macro 126Playing a Macro 128Creating Pivot Tables and Charts 128Creating a Pivot Table 128Creating a Pivot Chart 129Working with Pivot Tables and Charts 130Working with External Data 131Linking to External Data 131Sharing a Spreadsheet 134Collaborating with Others 134Viewing a Spreadsheet's Version History 1375 Zoho Reports: Online Databases and Reports 139Creating a Database 139From Scratch 140By Entering Data 141From a Template 141By Importing 142Working with Data 146Adding and Editing Data 146Saving Data 146Exporting Data 147Working with Tables 150Creating a New Table 150Editing Tables 154Creating a Relationship Between Tables 156Sorting and Filtering Data 156Viewing Your Data 158Creating a Tabular View 158Creating a Pivot View 160Creating a Chart View 160Creating a Summary View 161Opening a Saved View 162Editing a View 163Changing a View's Name 163Sharing Your Data 163Sharing a View 163Sharing a Database 163Sharing with a Group 164Managing Sharing 165Publishing a Table or View on the Web 166Public Versus Private Databases 166Publishing a Table or View 167Embedding a Table or View in a Web Page or Blog 1686 Do-It-Yourself Applications: Zoho Creator 169Zoho Reports or Zoho Creator: Which One's for You? 169Creating an Application 170By Adding a Form 171By Importing Data 174By Writing or Importing Deluge Script 175By Choosing from the Marketplace 179Putting Your Application to Work 179Adding and Editing Fields 179Using Scripts to Create Form Rules 180Creating a New Form 183Setting Email Notification for a Form 184Creating a Relationship Between Two Forms 184Viewing Data 186Changing an Application's Layout 190Sharing Your Application 194Going Public 194Editing Permissions for Views 195Removing a User from Sharing 195Publishing an Application 196III COMMUNICATION AND SCHEDULING TOOLS7 Zoho Mail: Web Mail Redux 197Touring Zoho Mail 197Getting Started with Zoho Mail 199Composing a New Message 199Saving Your Draft 201Getting and Reading Email 201Replying to a Message 201Working with Attachments 202Adding an Attachment 202Opening an Attached File 202Working with Zoho Mail 203Setting Options for Sending Email 203Setting Options for Receiving Email 206Setting Up Other Email Accounts with Zoho Mail 210Reading Your Email When You're Offline 211Organizing Your Email 213Organizing with Folders 213Organizing with Labels 214Searching Email 216Chatting in Zoho Mail 216Adding Someone to Your Contacts List 217Launching a Chat 218Setting Your Status 2198 Instant Communication with Zoho Chat 221The Zoho Chat Home Page 221Changing the Home Page's Look 222Adding Contacts 223Inviting Guest Users 224Basic Chatting 225Managing Multiple Chats 225Sending a File Through Chat 227Sending an Offline Message 228Group Chats 228Creating a Group 228Managing Groups 229Inviting Others to Join an Ongoing Chat 230Saving Your Chats: Transcripts 232Searching Transcripts 233Continuing a Saved Chat 233Deleting a Transcript 234Embedding Zoho Chat in Your Website or Blog 2349 Zoho Planner: Your Online To-Do List 237Filling Your Page with Content 237Creating a To-Do List 237Adding Appointments and Notes 240Attaching a File 242Working with Pages 243Creating a New Page 243Working with To-Do Lists 244Recurring Appointments 247Tagging Pages 247Editing To-Do Lists, Appointments, and Notes 248Deleting an Element from a Page 248Deleting All Elements from a Page 249Deleting a Page 249Sharing Planner Pages 249Staying on Track 251To-Dos Overview 251Getting Reminders 252IV MEETING AND COLLABORATION TOOLS10 Zoho Meeting: Web Conferencing Made Simple 253Introducing Zoho Meeting 253The Meeting Home Page 254Technical Requirements 254Creating a Meeting 255Viewing a Meeting's Details 256Inviting Participants 258Preparing to Run Your First Meeting 258Running a Meeting 259Using the Presenter Toolbar 260Communicating During a Meeting 261Making a Participant the Presenter 262Giving a Participant Remote Control of Your Desktop 263Ending a Meeting 263Joining a Meeting as a Participant 263Using the Participant Toolbar 265Using Zoho Meeting for Remote Troubleshooting 26611 Build Collaborative Sites with Zoho Wiki 269Setting Up Your First Wiki 269Working with Pages 272Creating a Page 272Adding and Editing Text 272Inserting Images and Tables 273Embedding and Attaching Files 276Working with Links 280Rearranging Pages 283Creating a Subpage 283Deleting a Page 283Customizing Your Wiki 284Choosing a Theme 284Adding a Title and a Logo 284Adding a Footer 286Positioning the Navigation Bar 286Sharing Your Wiki 286Setting Permissions 286Creating a Group 288Comparing Previous Versions 288V APPS FOR BUSINESS12 Manage Customers with Zoho Invoice and Zoho CRM 291Getting Started with Zoho Invoice 291Setting Up Zoho Invoice 292Creating a Company Profile 292Customizing Zoho Invoice with Your Logo 294Choosing Your Currency and Time Zone 295Entering Tax Information 295Managing Customers 295Adding Customers 295Importing Customers 297Importing Contacts 298Editing Customers and Contacts 299Deleting a Customer 299Deleting a Contact 300Creating Your Inventory 300Choosing a Payment Gateway 300Setting Up Email Messages 301Creating and Sending Estimates and Invoices 303Setting Up a Recurring Profile 304Keeping Tabs on Your Customers 305Processing Payments 306Processing PayPal or Google Checkout Payments 306Processing Other Payments 306Setting Up Zoho CRM 307Choosing a Plan 307Signing Up 308Customizing CRM 308Working with Users and Profiles 312Adding Users 312Working with User Roles and Profiles 314Deactivating Users 317Managing Your Customer Relationships 318Marketing 318Sales 318Inventory and Orders 319Customer Support 320Data Analysis 320Working with Modules 320Creating a New Record 321Importing Data 322Organizing Your Records 324Working with Fields 326Mass Updating Records 327Printing Records 327Deleting Records 327Creating Reports and Dashboards 328Creating and Customizing Reports 328Creating and Customizing Dashboards 32913 Keep the Team on Task with Zoho Projects 331Getting Started with Zoho Projects 331Signing In 332Your Projects Home Page 333Choosing Your Settings 334Creating a New Project 336The Projects Dashboard 336Adding Users 337Adding a Client User 338Adding and Assigning Tasks 338Creating Project Milestones 339Creating a Task Lis 340Moving an Existing Task to a Task List 341Managing Users 341Reassigning Roles 341Emailing Users 341Deleting Users 342Scheduling a Meeting 342Using the Calendar 343Refining the Calendar View 344Adding an Event from the Calendar 344Tracking Time 345Logging Time: The Basics 346Logging Time Automatically 347Editing or Deleting Logged Hours 347Creating and Sending an Invoice 347Working with Documents 348Uploading a Document 348Creating a New Document or Spreadsheet 349Working with Documents 350Organizing Your Documents 350Adding Links to a Project 352Editing or Deleting a Link 353Using Forums 353Posting to a Forum 353Replying to a Post and Viewing Comments 355Editing or Deleting a Post 355Editing or Deleting a Comment 356Generating Reports 356When the Project Is Finished 357Archiving a Project 357Deleting a Project 35814 Zoho People: Your Online HR Office 359How Much Does It Cost? 359Getting Started with Zoho People 360Setting Up Zoho People 361The Getting Started Tab 361Creating Your Organization's Profile 362Adding Departments 363Importing a List of Departments 363Customizing Tabs 364Rearranging Tabs 365Setting Up Security 365Adding Employees 368The Zoho People Dashboard 369Creating and Customizing Forms 371Creating a Form from Scratch 371Customizing a Form 371Setting Up an Approval Process 375Working with Checklists 376Creating a New Checklist 377Viewing Tasks 378Managing Employees 379Zoho Chat and Zoho People 379The Self-Service Tab 380Managing Recruitment 381Creating and Posting Job Openings 381Managing Resumes 383Evaluating Candidates 385Making an Offer and Adding a Candidate as an Employee 386Index 389
