Shabdar Foundation Zoho

Work and Create Online
1. ed
ISBN: 978-1-4302-1992-7
Verlag: Apress
Format: PDF
Kopierschutz: 1 - PDF Watermark

E-Book, Englisch, 400 Seiten

With more than 1.3 million users and growing every week, Zoho.com is a popular online suite of productivity applications that include email, word processor, spreadsheet, accounting, collaboration, social networking and other creative tools. It's basically like having an online version of Microsoft Office, and Google Apps. And do you know what's great about Zoho? It's cost efficient and free depending on the services you choose; it's hosted on their servers; little or no tech support will ever be needed; and it runs nicely on thin clients like netbooks or smartphones like the iPhone. Also, according to CIO Magazine: '[Zoho has] got more applications than Google... The apps they have are richer.' Foundation Zoho gets you started with the vibrant Zoho.com and shows you how to use it for day-to-day tasks as well as have fun with it. This book also helps you to utilize Zoho with iPhone or even with Microsoft Office, if you still wish to use it.

Ali Shabdar is an independent cloud consultant to several businesses and entrepreneurs. He has more than 10 years of experience in the IT industry from programming and system analysis to implementing Web 2.0 technologies. He guest-blogs occasionally for different websites and is currently working for Plus Holding as new media manager in Dubai, where he lives with his wife, Maryam.

Autoren/Hrsg.

Shabdar, Ali

Inhaltsverzeichnis

1;Dedication Page;4
2;Contents at a Glance;5
3;About the Author;15
4;About the Technical Reviewer;16
5;Acknowledgments;17
6;Introduction;18
6.1;Who should read this book?;18
6.2;What you need to know;18
6.3;How this book is structured;19
7;Chapter 1: Getting Up and Running with Zoho;21
7.1;What is Web 2.0?;21
7.1.1;The cloud;22
7.1.2;Office 2.0;24
7.1.3;SaaS and PaaS;24
7.1.3.1;SaaS advantages;25
7.2;What about Zoho?;25
7.3;Getting started;26
7.3.1;Creating a Zoho account;26
7.4;Using Zoho Personal;29
7.4.1;Customizing Zoho Personal;31
7.5;Making Zoho easier to reach;38
7.5.1;Prism;39
7.5.2;Fluid;41
7.5.3;Google Gears;42
7.6;How secure is your data?;43
7.7;Getting help;43
7.8;Summary;43
8;Chapter 2: Processing Your Words;45
8.1;Processing Your Words;45
8.2;Getting started;46
8.2.1;The environment;47
8.2.2;Going through the MenuTab;50
8.3;Working with documents;62
8.3.1;Creating your first document;62
8.3.2;Formatting the document;65
8.3.3;Adding more document elements;67
8.3.3.1;Adding an image;67
8.3.3.2;Adding a table;69
8.3.3.3;Adding an equation;75
8.3.3.4;Adding endnotes and footnotes;78
8.3.3.5;Adding a hyperlink;81
8.3.4;Printing;81
8.3.4.1;Formatting the page;82
8.3.4.2;Printing via PDF;85
8.4;Sharing and collaborating;87
8.4.1;Giving public access to documents;87
8.4.2;Sharing documents;89
8.4.3;Collaborating in action;93
8.5;Doing more with Writer;96
8.5.1;Dumping your trash;96
8.5.2;Using templates;97
8.5.2.1;Creating new templates;97
8.5.2.2;Using the Zoho Template Library;100
8.5.3;Working off the cloud;104
8.5.4;Setting up feeds;108
8.5.5;Changing some settings;109
8.5.6;Using keyboard shortcuts;110
8.6;Getting help;111
8.7;Summary;111
9;Chapter 3: Of Numbers and Sheets;113
9.1;Getting started;114
9.1.1;The environment;114
9.1.2;The environment;114
9.1.3;Sheets;116
9.1.4;Menu bar;117
9.1.5;Toolbar;119
9.2;Working with sheets;121
9.3;Creating your first spreadsheet;125
9.3.1;Basic formatting;127
9.3.2;Entering data;130
9.3.3;The formula magic;131
9.3.4;Adding a chart;140
9.4;Sharing and collaboration;148
9.5;More sheet features;157
9.5.1;Versioning;157
9.5.2;Naming cells;163
9.5.3;Import and export;164
9.5.4;External data sources;166
9.5.5;Using macros;171
9.5.5.1;Your first macro;172
9.5.5.2;Running the macro;180
9.5.5.3;Unsupported actions in macros;183
9.5.6;Pivot tables and charts;183
9.5.6.1;Creating a pivot table;184
9.5.6.2;Creating a pivot chart;193
9.5.7;Working with templates;197
9.6;Getting help;202
9.6.1;Summary;203
10;Chapter 4: Present Yourself;205
10.1;Basic features;205
10.1.1;The environment;206
10.2;Working with presentations;207
10.2.1;Creating your first presentation;208
10.2.2;Touring the editor;209
10.2.3;Adding new slides;214
10.2.4;Adding objects;226
10.2.5;Adding embedded objects;233
10.2.6;Finishing the presentation;239
10.3;Sharing and collaborating;242
10.3.1;Publishing your presentations;242
10.4;Sharing and collaborating;246
10.5;Collaborating in action;248
10.6;More Show;252
10.6.1;How to use the master layout;252
10.6.2;Taking your cheat sheet with you;254
10.6.3;Presenting it to the world;255
10.6.4;Printing your presentations;262
10.6.5;Running a slide show automatically;263
10.6.6;Making it interoperable;265
10.7;Getting help;267
10.8;Summary;267
11;Chapter 5: All in One Box;269
11.1;Getting started;269
11.1.1;The environment;270
11.1.1.1;The sidebar;271
11.1.1.2;Other bars;272
11.2;Basic operations;272
11.2.1;Getting organized with folders;272
11.2.2;Dealing with files;275
11.2.2.1;Creating documents;275
11.2.2.2;Opening and editing documents;276
11.2.2.3;Uploading files;278
11.2.2.4;Downloading files;280
11.2.2.5;Tagging documents;281
11.2.3;More Docs;283
11.2.3.1;Searching for files;283
11.2.3.2;Using zipped files;284
11.2.3.3;Managing document versions;286
11.2.3.4;Sending documents;288
11.2.3.5;Working in groups;289
11.2.3.6;Sharing documents;297
11.2.4;Getting help;299
11.2.5;Summary;300
12;Chapter 6: Live in the Cloud;302
12.1;Zoho Mail;302
12.1.1;The environment;303
12.1.2;Reading messages;305
12.1.2.1;Composing messages;307
12.1.2.2;Using more features while composing;310
12.1.2.3;Replying to and forwarding messages;311
12.1.3;Administrating your messages;311
12.1.4;Customizing Mail;316
12.1.4.1;My Preferences;316
12.1.4.2;Labels;318
12.1.4.3;Antispam;318
12.1.4.4;POP accounts;319
12.1.4.5;Personalize;323
12.1.4.6;Filters;323
12.1.4.7;Folders;325
12.1.4.8;Signatures;325
12.1.4.9;Vacation reply;326
12.1.4.10;E-mail for warding;327
12.1.4.11;Importing and exporting;328
12.1.5;Using Mail off the cloud;329
12.2;Zoho Chat;332
12.3;Getting started with Chat;334
12.4;Doing more with Chat;338
12.4.1;Live support;338
12.4.2;Shout boxes and live chat;339
12.4.3;Events;340
12.4.4;Chat preferences;341
12.5;Zoho Planner;341
12.6;Getting started with Planner;341
12.7;Doing more with Planner;350
12.7.1;Reminders;350
12.7.2;Sharing;351
12.7.3;Settings;353
12.8;Getting help;354
12.9;Summary;354
13;Chapter 7: Publish in the Cloud;356
13.1;Zoho Notebook;357
13.1.1;Getting started;357
13.1.2;Adding an image;361
13.1.3;Adding new pages;363
13.1.4;Adding more objects;366
13.1.5;Sharing your books;375
13.1.6;More Notebook;379
13.1.6.1;Tracking changes;379
13.1.6.2;Taking notes as you go;380
13.2;Zoho Wiki;384
13.2.1;Getting started;385
13.2.2;Working with pages;389
13.2.3;Adding more to pages;395
13.2.4;Unleash your wikis;399
13.2.4.1;Working in a group;400
13.2.4.2;Publishing wikis;402
13.2.5;Customizing Wiki;404
13.2.6;More Wiki;407
13.2.6.1;Creating pages from scratch;407
13.2.6.2;Monitoring the changes;410
13.2.6.3;Communicating inside wikis;411
13.2.7;Zoho Share;412
13.2.7.1;Getting started;413
13.2.7.2;Sharing in action;414
13.2.7.3;Configuring Share;418
13.2.8;Getting help;420
13.2.9;Summary;420
14;Chapter 8: Zoho Utility Applications;422
14.1;Placing Zoho everywhere;422
14.2;Connecting to Microsoft Office;425
14.3;Browser plug-ins;430
14.3.1;The Firefox plug-in;430
14.3.2;The IE plug-in;431
14.4;Zoho on the go;434
14.5;Developing Zoho;443
14.6;Summary;444
15;Chapter 9: The Plaza;446
15.1;Getting started;446
15.2;Setting up your online office;449
15.2.1;General settings;449
15.2.2;Domain settings;452
15.2.3;User settings;456
15.2.4;Mail settings;457
15.2.5;Groups settings;458
15.2.6;Application settings;459
15.2.7;Policy settings;460
15.2.8;Other settings;461
15.3;Using Business;463
15.3.1;The desktop;463
15.3.2;Business groups;463
15.3.3;The user view;465
15.4;Getting help;470
15.5;Summary;471
16;Chapter 10: Manage Your Business;473
16.1;CRM in a nutshell;474
16.1.1;Why CRM?;474
16.2;SaaS and CRM;475
16.3;Zoho CRM;475
16.3.1;Getting started;475
16.3.2;The environment;477
16.3.3;Configuring the basics;478
16.3.4;Configuring the account information;479
16.3.5;Configuring the signature;480
16.3.6;Configuring the users;482
16.3.7;Backing up your data;483
16.4;Using Zoho CRM for marketing;484
16.4.1;Managing campaigns;485
16.4.2;Adding campaign dependencies;489
16.5;Managing leads;493
16.5.1;Adding a new lead;493
16.5.2;Adding lead dependencies;494
16.5.3;Modifying leads;498
16.5.4;Transferring leads;501
16.5.5;Importing leads;503
16.5.6;Exporting leads;508
16.5.7;Reporting leads;508
16.5.8;Sending bulk e-mails to leads;509
16.6;Using Zoho CRM for sales;510
16.6.1;What are you selling?;510
16.6.1.1;Creating vendors and manufacturers;510
16.6.1.2;Creating products;513
16.6.2;Managing the inventory;517
16.6.3;Catching the opportunities;522
16.6.3.1;Turning opportunities into sales;527
16.6.3.1.1;Creating Quotes;527
16.6.3.1.2;Printing quotes;528
16.6.3.1.3;Creating sales orders;531
16.6.3.1.4;Creating invoices;532
16.6.4;Forecasting your business;533
16.7;Using Zoho CRM for support;535
16.7.1;Managing cases;535
16.7.2;Managing solutions;537
16.8;More CRM;539
16.8.1;Reports;539
16.8.2;Dashboards;542
16.9;Getting help;546
16.10;Summary;547
17;Chapter 11: Manage Your People;549
17.1;Zoho People;550
17.2;Getting started;551
17.2.1;Configuring People;551
17.2.2;Configuring security settings;552
17.2.3;Configuring organization setting;557
17.2.4;Configuring the tabs;558
17.3;Implementing the current organization;560
17.3.1;Creating departments;560
17.3.2;Creating designations;562
17.3.3;Creating employees;563
17.3.4;Reviewing the organization;564
17.4;Managing human resources;566
17.4.1;Using the Employee portal;567
17.4.2;Customizing the employee form;568
17.4.2.1;Changing e-mail alerts;575
17.4.2.2;Exporting employees;579
17.4.2.3;Importing employees;580
17.4.2.4;Embedding employee form in a web site;581
17.4.2.5;Managing dummy users;582
17.4.3;Managing the Checklist;585
17.4.3.1;Configuring checklists;585
17.4.3.2;Creating new checklist items;587
17.4.3.3;Creating checklists;588
17.4.3.4;Working with HR tasks;589
17.4.4;Recruiting people;590
17.4.4.1;Assigning recruiters;590
17.4.4.2;Posting job openings;591
17.4.4.3;Adding résumés;593
17.4.4.4;Working on résumés;594
17.4.4.5;Hiring people;596
17.4.4.6;Accepting online job postings;597
17.5;More Zoho People;602
17.5.1;Self-service;602
17.5.1.1;Accessing the employee profile;602
17.5.1.2;Submitting general forms;603
17.5.1.3;Submitting compensation forms;605
17.5.2;Using People for recruitment agencies;606
17.6;Getting help;607
17.7;Summary;607
18;Chapter 12: Manage Your Invoices;610
18.1;Getting started;611
18.1.1;Configuring Invoice;614
18.1.1.1;Configuring the company profile;614
18.1.1.2;Configuring logos;616
18.1.1.3;Configuring currencies;617
18.1.1.4;Configuring tax information;618
18.1.1.5;Configuring online payments;618
18.2;Using Invoice;620
18.2.1;Managing the items;620
18.2.1.1;Importing Items;620
18.2.1.2;Adding items one by one;622
18.2.1.3;Performing basic tasks on items;623
18.2.2;Managing customers;624
18.2.2.1;Importing customers;624
18.2.2.1.1;Adding customers one by one;624
18.2.2.1.2;Performing basic tasks on customers;626
18.2.3;Managing the estimates;627
18.2.3.1;Creating estimates;627
18.2.3.2;Performing basic tasks on estimates;629
18.2.3.3;Adding payments to invoices;632
18.2.3.4;More on invoices;634
18.2.4;Monitoring Invoice;635
18.2.5;Getting an overall view;635
18.2.6;Monitoring customers;636
18.3;Getting help;637
18.4;Summary;638
19;Chapter 13: Manage Your Projects;640
19.1;Zoho Projects;641
19.2;Getting started;641
19.2.1;Configuring Zoho Projects;643
19.2.2;Adding new users;645
19.2.3;Adding new clients;647
19.3;Using Zoho Projects;650
19.3.1;Creating your first project;650
19.3.2;Navigating the UI;652
19.3.3;Managing milestones and tasks;653
19.3.3.1;Creating milestones;653
19.3.3.2;Creating tasks;655
19.3.4;Scheduling meetings;658
19.3.5;Using the calendar;660
19.3.6;Managing documents;661
19.4;More Zoho Projects;665
19.4.1;Billing clients;665
19.4.2;Logging hours;665
19.4.2.1;Invoicing clients;667
19.4.3;Reporting projects;668
19.4.4;Communicating with peers;672
19.4.4.1;Using the forum;672
19.4.4.2;Using the wiki;674
19.4.4.3;Using the chat;675
19.4.5;Back home;676
19.5;Getting help;680
19.6;Summary;680
20;Chapter 14: Take Control of Your Meetings;682
20.1;Zoho Meeting;682
20.2;Getting started;683
20.3;Using Meeting;684
20.3.1;Creating a meeting;684
20.3.2;Participating in a meeting;690
20.3.3;Running a support session;693
20.4;Managing meetings;698
20.5;Configuring Meeting;700
20.6;Getting help;701
20.7;Summary;701
21;Chapter 15: Data Is Everything;703
21.1;Why Zoho data applications matter;704
21.2;Getting started with Creator;705
21.2.1;Thinking database;706
21.2.2;What is a table?;706
21.2.3;What are data types?;707
21.2.4;What is a view?;707
21.2.5;Visualizing a database;708
21.2.6;The Creator way;708
21.3;Using Creator;709
21.3.1;Creating an application from a template;709
21.3.2;Customizing the form components;711
21.3.3;Customizing the form;718
21.3.3.1;Setting notifications;719
21.3.4;Running the application;720
21.3.5;Customizing views;724
21.3.6;Sharing the application;727
21.3.6.1;Controlling user permissions;729
21.3.7;Publishing the application;732
21.3.8;More Creator;736
21.3.8.1;The control panel;736
21.3.8.2;Buying and selling applications;737
21.3.8.3;Claiming your developer badge;738
21.3.8.4;Managing applications;739
21.3.8.5;Managing the data;740
21.3.8.6;Unleashing the cloud;743
21.4;Getting started with Reports;744
21.4.1;Creating a reporting database;745
21.5;Using Reports;749
21.6;Using filters;751
21.6.1;Adding data manually;753
21.6.2;Adding formula fields;754
21.6.3;Modifying the table structure;755
21.6.4;Using the upload tool;757
21.6.5;Sharing reports and collaborating;757
21.6.6;Publishing reports;761
21.6.6.1;Embedding reports in websites;761
21.6.6.2;Accessing data through links;762
21.6.6.3;Making your BI data public;765
21.6.7;More Reports;765
21.6.7.1;Working with charts;766
21.6.7.1.1;Editing charts structure;770
21.6.7.2;Creating views from scratch;773
21.6.7.2.1;Creating pivot views;774
21.6.7.2.2;Creating summary views;777
21.6.8;CloudSQL;779
21.6.8.1;Zoho API;780
21.6.9;Getting help;780
21.6.10;Summary;781
22;Index;783