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Zoho 4 Everyone

 

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Word Power Books

Zoho 4 Everyone


by Nancy Conner (Author)

 

Paperback

ISBN: 9780789739377

 

Availability: To order. This item could take up to 6 weeks to be despatched.

 

Our Price: £15.99

RRP £15.99 , Save £0.00

 

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  • Description
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  • Book Details
  • Contents



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


 

ISBN 789739372
ISBN13 9780789739377
Publisher Que Corporation,U.S.
Format Paperback
Publication date 30/12/2008
Pages 432
Weight (grammes) 667
Published in United States
Height (mm) 233
Width (mm) 178

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