With over 1.3 million registered users to date growing at about 100,000 a month, Zoho is starting to emerge as one of the most interesting Cloud-based Software as a Service suites of online applications to date, that both individual consumers and businesses can use, work and create online. Zoho cont
Foundation Zoho: Work and Create Online
β Scribed by Shabdar, Ali
- Publisher
- Apress
- Year
- 2009
- Tongue
- English
- Leaves
- 796
- Edition
- 1st ed. 2009
- Category
- Library
No coin nor oath required. For personal study only.
β¦ Synopsis
Science seems to compete with the universe itself in fascinating us every day, and computer science is no doubt one of science's most fascinating disciplines. I remember saying good-bye to the last mainframe in town back in 1997 (yes, I had the chance to actually see a dinosaur); back then, no one would have imagined in their wildest dreams that we would be able to access the resources of super-fast data centers from our mobile devices anywhere in the world, especially a mere 12 years later. Today, it sounds rather normal if I tell you that you can run a virtual office completely online. Thanks to great technologies made by great people, Zoho has come up with a suite of applications that allows you to do most of the things you do every day using expensive hardware and software. And they provide it online and for a price of a morning latte. In this book, you will learn how to start taking your work online, and you will see a handful of good reasons why you should do this. No matter what your business or the size of your organization, you will find at least a few applications useful for solving some of your problems. In this journey, more than knowledge and ambition, you will need a slight change in mind-set in order to welcome the new era, and I hope this book can play a role in that process, no matter how small.
β¦ Table of Contents
Title Page......Page 2
Copyright Page......Page 3
Dedication Page......Page 4
Contents at a Glance......Page 5
About the Author......Page 15
About the Technical Reviewer......Page 16
Acknowledgments......Page 17
What you need to know......Page 18
How this book is structured......Page 19
What is Web 2.0?......Page 21
The cloud......Page 22
SaaS and PaaS......Page 24
What about Zoho?......Page 25
Creating a Zoho account......Page 26
Using Zoho Personal......Page 29
Customizing Zoho Personal......Page 31
Making Zoho easier to reach......Page 38
Prism......Page 39
Fluid......Page 41
Google Gears......Page 42
Summary......Page 43
Processing Your Words......Page 45
Getting started......Page 46
The environment......Page 47
Going through the MenuTab......Page 50
Creating your first document......Page 62
Formatting the document......Page 65
Adding an image......Page 67
Adding a table......Page 69
Adding an equation......Page 75
Adding endnotes and footnotes......Page 78
Printing......Page 81
Formatting the page......Page 82
Printing via PDF......Page 85
Giving public access to documents......Page 87
Sharing documents......Page 89
Collaborating in action......Page 93
Dumping your trash......Page 96
Creating new templates......Page 97
Using the Zoho Template Library......Page 100
Working off the cloud......Page 104
Setting up feeds......Page 108
Changing some settings......Page 109
Using keyboard shortcuts......Page 110
Summary......Page 111
Chapter 3: Of Numbers and Sheets......Page 113
The environment......Page 114
Sheets......Page 116
Menu bar......Page 117
Toolbar......Page 119
Working with sheets......Page 121
Creating your first spreadsheet......Page 125
Basic formatting......Page 127
Entering data......Page 130
The formula magic......Page 131
Adding a chart......Page 140
Sharing and collaboration......Page 148
Versioning......Page 157
Naming cells......Page 163
Import and export......Page 164
External data sources......Page 166
Using macros......Page 171
Your first macro......Page 172
Running the macro......Page 180
Pivot tables and charts......Page 183
Creating a pivot table......Page 184
Creating a pivot chart......Page 193
Working with templates......Page 197
Getting help......Page 202
Summary......Page 203
Basic features......Page 205
The environment......Page 206
Working with presentations......Page 207
Creating your first presentation......Page 208
Touring the editor......Page 209
Adding new slides......Page 214
Adding objects......Page 226
Adding embedded objects......Page 233
Finishing the presentation......Page 239
Publishing your presentations......Page 242
Sharing and collaborating......Page 246
Collaborating in action......Page 248
How to use the master layout......Page 252
Taking your cheat sheet with you......Page 254
Presenting it to the world......Page 255
Printing your presentations......Page 262
Running a slide show automatically......Page 263
Making it interoperable......Page 265
Summary......Page 267
Getting started......Page 269
The environment......Page 270
The sidebar......Page 271
Getting organized with folders......Page 272
Creating documents......Page 275
Opening and editing documents......Page 276
Uploading files......Page 278
Downloading files......Page 280
Tagging documents......Page 281
Searching for files......Page 283
Using zipped files......Page 284
Managing document versions......Page 286
Sending documents......Page 288
Working in groups......Page 289
Sharing documents......Page 297
Getting help......Page 299
Summary......Page 300
Zoho Mail......Page 302
The environment......Page 303
Reading messages......Page 305
Composing messages......Page 307
Using more features while composing......Page 310
Administrating your messages......Page 311
My Preferences......Page 316
Antispam......Page 318
POP accounts......Page 319
Filters......Page 323
Signatures......Page 325
Vacation reply......Page 326
E-mail for warding......Page 327
Importing and exporting......Page 328
Using Mail off the cloud......Page 329
Zoho Chat......Page 332
Getting started with Chat......Page 334
Live support......Page 338
Shout boxes and live chat......Page 339
Events......Page 340
Getting started with Planner......Page 341
Reminders......Page 350
Sharing......Page 351
Settings......Page 353
Summary......Page 354
Chapter 7: Publish in the Cloud......Page 356
Getting started......Page 357
Adding an image......Page 361
Adding new pages......Page 363
Adding more objects......Page 366
Sharing your books......Page 375
Tracking changes......Page 379
Taking notes as you go......Page 380
Zoho Wiki......Page 384
Getting started......Page 385
Working with pages......Page 389
Adding more to pages......Page 395
Unleash your wikis......Page 399
Working in a group......Page 400
Publishing wikis......Page 402
Customizing Wiki......Page 404
Creating pages from scratch......Page 407
Monitoring the changes......Page 410
Communicating inside wikis......Page 411
Zoho Share......Page 412
Getting started......Page 413
Sharing in action......Page 414
Configuring Share......Page 418
Summary......Page 420
Placing Zoho everywhere......Page 422
Connecting to Microsoft Office......Page 425
The Firefox plug-in......Page 430
The IE plug-in......Page 431
Zoho on the go......Page 434
Developing Zoho......Page 443
Summary......Page 444
Getting started......Page 446
General settings......Page 449
Domain settings......Page 452
User settings......Page 456
Mail settings......Page 457
Groups settings......Page 458
Application settings......Page 459
Policy settings......Page 460
Other settings......Page 461
Business groups......Page 463
The user view......Page 465
Getting help......Page 470
Summary......Page 471
Chapter 10: Manage Your Business......Page 473
Why CRM?......Page 474
Getting started......Page 475
The environment......Page 477
Configuring the basics......Page 478
Configuring the account information......Page 479
Configuring the signature......Page 480
Configuring the users......Page 482
Backing up your data......Page 483
Using Zoho CRM for marketing......Page 484
Managing campaigns......Page 485
Adding campaign dependencies......Page 489
Adding a new lead......Page 493
Adding lead dependencies......Page 494
Modifying leads......Page 498
Transferring leads......Page 501
Importing leads......Page 503
Reporting leads......Page 508
Sending bulk e-mails to leads......Page 509
Creating vendors and manufacturers......Page 510
Creating products......Page 513
Managing the inventory......Page 517
Catching the opportunities......Page 522
Creating Quotes......Page 527
Printing quotes......Page 528
Creating sales orders......Page 531
Creating invoices......Page 532
Forecasting your business......Page 533
Managing cases......Page 535
Managing solutions......Page 537
Reports......Page 539
Dashboards......Page 542
Getting help......Page 546
Summary......Page 547
Chapter 11: Manage Your People......Page 549
Zoho People......Page 550
Configuring People......Page 551
Configuring security settings......Page 552
Configuring organization setting......Page 557
Configuring the tabs......Page 558
Creating departments......Page 560
Creating designations......Page 562
Creating employees......Page 563
Reviewing the organization......Page 564
Managing human resources......Page 566
Using the Employee portal......Page 567
Customizing the employee form......Page 568
Changing e-mail alerts......Page 575
Exporting employees......Page 579
Importing employees......Page 580
Embedding employee form in a web site......Page 581
Managing dummy users......Page 582
Configuring checklists......Page 585
Creating new checklist items......Page 587
Creating checklists......Page 588
Working with HR tasks......Page 589
Assigning recruiters......Page 590
Posting job openings......Page 591
Adding rΓ©sumΓ©s......Page 593
Working on rΓ©sumΓ©s......Page 594
Hiring people......Page 596
Accepting online job postings......Page 597
Accessing the employee profile......Page 602
Submitting general forms......Page 603
Submitting compensation forms......Page 605
Using People for recruitment agencies......Page 606
Summary......Page 607
Chapter 12: Manage Your Invoices......Page 610
Getting started......Page 611
Configuring the company profile......Page 614
Configuring logos......Page 616
Configuring currencies......Page 617
Configuring online payments......Page 618
Importing Items......Page 620
Adding items one by one......Page 622
Performing basic tasks on items......Page 623
Adding customers one by one......Page 624
Performing basic tasks on customers......Page 626
Creating estimates......Page 627
Performing basic tasks on estimates......Page 629
Adding payments to invoices......Page 632
More on invoices......Page 634
Getting an overall view......Page 635
Monitoring customers......Page 636
Getting help......Page 637
Summary......Page 638
Chapter 13: Manage Your Projects......Page 640
Getting started......Page 641
Configuring Zoho Projects......Page 643
Adding new users......Page 645
Adding new clients......Page 647
Creating your first project......Page 650
Navigating the UI......Page 652
Creating milestones......Page 653
Creating tasks......Page 655
Scheduling meetings......Page 658
Using the calendar......Page 660
Managing documents......Page 661
Logging hours......Page 665
Invoicing clients......Page 667
Reporting projects......Page 668
Using the forum......Page 672
Using the wiki......Page 674
Using the chat......Page 675
Back home......Page 676
Summary......Page 680
Zoho Meeting......Page 682
Getting started......Page 683
Creating a meeting......Page 684
Participating in a meeting......Page 690
Running a support session......Page 693
Managing meetings......Page 698
Configuring Meeting......Page 700
Summary......Page 701
Chapter 15: Data Is Everything......Page 703
Why Zoho data applications matter......Page 704
Getting started with Creator......Page 705
What is a table?......Page 706
What is a view?......Page 707
The Creator way......Page 708
Creating an application from a template......Page 709
Customizing the form components......Page 711
Customizing the form......Page 718
Setting notifications......Page 719
Running the application......Page 720
Customizing views......Page 724
Sharing the application......Page 727
Controlling user permissions......Page 729
Publishing the application......Page 732
The control panel......Page 736
Buying and selling applications......Page 737
Claiming your developer badge......Page 738
Managing applications......Page 739
Managing the data......Page 740
Unleashing the cloud......Page 743
Getting started with Reports......Page 744
Creating a reporting database......Page 745
Using Reports......Page 749
Using filters......Page 751
Adding data manually......Page 753
Adding formula fields......Page 754
Modifying the table structure......Page 755
Sharing reports and collaborating......Page 757
Embedding reports in websites......Page 761
Accessing data through links......Page 762
More Reports......Page 765
Working with charts......Page 766
Editing charts structure......Page 770
Creating views from scratch......Page 773
Creating pivot views......Page 774
Creating summary views......Page 777
CloudSQL......Page 779
Getting help......Page 780
Summary......Page 781
Index......Page 783
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