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

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