Zoho For Dummies E-Book

Steve Holzner

• Herausgeber: John Wiley & Sons
• Kategorie: Wissenschaft und neue Technologien
• Sprache: Englisch

Seitenzahl: 314

Veröffentlichungsjahr: 2009

Beschreibung

A great way to get started on this new, FREE, Web-based productivity and collaboration tool Zoho is a very cool-and free-alternative to Microsoft Office. Known as "cloud" computing because it's totally Web-based, Zoho provides 18 different applications to help you write documents, create spreadsheets, send e-mail, and much more. People love it, but what it doesn't offer are extensive help files, so that's where this practical book comes in. Zoho For Dummies shows you how to use Zoho's most widely used applications, including Zoho Writer, Zoho Notebook, Zoho Show, Zoho Sheet, Zoho DB, Zoho Mail, Zoho Planner, Zoho CRM, and Zoho Projects. You'll get thoroughly up to speed on all common tasks and discover enough tips and tricks to get you power-using Zoho in no time. * Zoho is a free, Web-based alternative to Microsoft Office launched in 2007; it is considered to be "cloud computing" because it is categorized as Software as a Service (SaaS) and Web-based * The book guides you through common tasks and provides tips and tricks to maximize your productivity and minimize hassle * Covers Zoho Writer, Zoho Notebook, Zoho Show, Zoho Sheet, Zoho DB, Zoho Mail, Zoho Planner, Zoho CRM, and Zoho Projects * Also provides information about sharing content, scheduling, and more Get your head in the clouds with this friendly guide to the exciting new Zoho "cloud" alternative to Microsoft Office.

Leseprobe

Zoho® For Dummies®

Table of Contents

Introduction

About This Book

Foolish Assumptions

How This Book Is Organized

Part I: Working with Documents

Part II: Scheduling and Communicating

Part III: Managing Data

Part IV: Using Zoho for Your Business

Part V: The Part of Tens

Icons Used in This Book

Where to Go from Here

Part I: Working with Documents

Chapter 1: Getting Started with Zoho

Signing Up for Zoho

Setting up your account

Signing in for the first time

Taking a Look at the Zoho Apps Covered in This Book

Writer: Your word processor

Show: Your presentation manager

Notebook: Your online scrapbook

Planner: Your online organizer

Mail: Your communication center

Sheet: Your spreadsheet

Reports: Your database

Projects: Your team scheduler

Invoice: Your billing application

CRM: Your customer relationship management system

Chapter 2: Zoho Writer: Getting It Down in Print

Signing In and Starting Zoho Writer

Taking a Quick Tour of Zoho Writer

Document management

General functions

Toolbars

Left pane

The Writer links

Document tabs

Creating, Saving, and Naming Documents

Formatting Tips and Tricks in Writer

Saving time with keyboard shortcuts

Aligning page elements

Making your text look pretty

Inserting Elements in a Writer Document

Inserting images in Writer

Inserting a hyperlink

Creating and Refining Tables in Writer

All the Full Facts: Getting Your Document’s History

Organizing Your Documents with Tags

Like a Cookie Cutter: Templates

Finding and downloading a template

Using a template

Creating your own template

Exporting a template to the Template Library

Chapter 3: Zoho Writer: Publishing, Sharing, and Working Offline

Having Your Say with Comments

Getting the Word Out: Printing and Publishing to the Web

What’s Mine Is Yours: Sharing Documents

Inviting collaborators

When collaborators edit a shared document

Communicating with a document’s collaborators

Collaborating with groups of collaborators

Inviting a group of collaborators to share a document

Managing groups

Importing and Exporting Documents

Taking It off the Internet: Working Offline

Installing Gears from Google

Using Writer with Gears

Synching your offline documents with Writer online

Chapter 4: Zoho Show: Lights, Camera, Action!

Creating a Presentation

Creating a new presentation

Importing an existing presentation

Welcome to Zoho Show

Getting to know the interface

Understanding presentation views

Customizing Your Presentation

Adding slides

Adding text

Working with bullets

Adding shapes

Changing themes on the fly

Adding images

Sharing Presentations with Other Show Users

Showtime! Presenting Your Presentation

Showing your presentation in person

Controlling your presentation remotely

Chapter 5: Zoho Notebook: Organizing and Storing Content

Getting Started with Notebook

Renaming and saving your notebook

Growing your notebook: Adding pages

Adding Stuff to Notebook

Adding text to a page

Adding images

Adding video

Adding audio files

Adding HTML

Adding a URL

Adding RSS feeds

Embedding Documents

Embedding a non-Zoho document

Adding a Zoho Sheet or Writer document

Adding a Show document

Adding Shapes

Drawing shapes

Copying, pasting, and deleting shapes

Inserting shapes

Editing shapes

Finessing Content: Arranging, Fixing, Freeing, and Stacking

Arranging content on the page

Fixing and unfixing content

Stacking content

Deleting content

Clipping on the Web (For Firefox Users Only)

Snapping a whole Web page

Snapping part of a Web page

Getting Others Involved: Sharing a Notebook

Part II: Scheduling and Communicating

Chapter 6: Zoho Planner: Organizing Your Life

Starting Planner

Creating a To-Do List

Amending a To-Do List

Checking items off a list

Reordering a to-do list

Adding a new list item

Editing and deleting a list item

Setting Due Dates for List Items

Setting Reminders

Scheduling Appointments

Setting your time zone

Creating your first appointment

Setting a recurring appointment

Adding more appointments

Editing and deleting appointments

Recording More Details with Planner Notes

Adding Attachments

Uploading an attachment

Opening an attachment

Adding more attachments

Deleting an attachment

Creating a New Page

Even More Organization: Adding Tags to Planner Items

Adding a tag to a page

Searching for a page with tags

Sharing Planner Pages

Inviting someone to share a page

When someone shares your page

Chatting with someone sharing your page

Chapter 7: Zoho Mail: Your Communication Center

Getting Started with Zoho Mail

Composing Your Zoho E-Mails

Getting return receipts for your e-mails

Setting a priority level

Personalizing your e-mail: Adding a signature

Taking a look at your sent mail

Receiving and Reading Your E-Mails

Replying To and Forwarding Your E-Mail

Replying to an e-mail

Forwarding an e-mail

Setting a vacation reply

Managing Your Inbox

It’s outta here: Deleting e-mail

Organizing your e-mail with folders

A word about spam

Marking e-mail with flags and bolding

Handling Attachments in Zoho E-Mail

Adding attachments to your e-mail

Opening e-mail attachments

Searching Your E-Mail

Searching all messages

Restricting searches

Searching specific folders

Saving E-Mail on Your Computer and Printing E-Mail

Working with Your Address Book Contacts

Organizing Your E-Mail with Labels and Folders

Creating and using labels

Creating new folders

Reading Your E-Mail Offline

Part III: Managing Data

Chapter 8: Zoho Sheet: All Your Data Cell by Cell

Getting Started with Zoho Sheet

Entering Data

Adding and Deleting Rows and Columns

Adding a new column

Adding a new row

Adding Comments and Data Formats

Adding a comment

Using date, currency, and percentage formats

Organizing Your Data by Sorting

Performing a standard sort

Performing a custom sort

A Picture Is Worth a Thousand Words: Creating Charts

Serious Data Crunching: Using Formulas and Functions

Using the Sum button

Creating a formula

Using functions in Sheet

Sharing Spreadsheets

Inviting others to share a spreadsheet

When others share your spreadsheet

Handling changes made by others

Publishing on the Web

The Cool Stuff: Creating Pivot Tables

Chapter 9: Zoho Reports: Creating Online Databases

Getting Started: Creating a Database

Importing a database

Creating a database from a template

Creating a database right away

Creating a blank database

Giving Your Data a Home: Creating Database Tables

Entering Data into a Database Table

Creating a standard table

Creating related tables

Making Changes to a Table

Making changes to the columns

Making changes to the rows

Sorting and Filtering the Datain a Database Table

From A to Z: Sorting data

Getting selective: Filtering your data

Querying the Data in a Database Table with SQL

A Window into Your Tables: Viewing Your Data

The standard: Tabular view

Graphics at work: Chart view

Reorganize data with Pivot view

Summarizing with Summary view

Sharing a Database

Part IV: Using Zoho for Your Business

Chapter 10: Zoho Projects: Managing Your Team’s Timeline

It All Begins Here: Getting Started With Zoho Projects

Customizing Zoho Projects the Way You Like It

Using the General Settings tab

Using the Company Settings tab

Creating a New Zoho Projects Project

Welcome to the Project dashboard

Adding users

Getting busy: Adding tasks to a project

Creating a task list

A sense of progress: Creating project milestones

Using Your People Skills: Managing Your Users

Changing roles

Adding a new user

Deleting a user

E-mailing a project’s users

Some Face Time: Setting Up Meetings with Zoho Projects

Getting a Long-Term Overview with the Built-in Calendar

Filtering the Calendar view

Creating events from the calendar

Keeping Track of Time

Logging time with the Timesheet

Logging time with the Projects timer

Having Your Say Using Zoho Projects Forums

Creating a forum post

Adding a comment to a post

Generating Reports

Working with Documents

Chapter 11: Zoho Invoice: Billing Your Customers

Getting Started with Zoho Invoice

Setting up your company profile

Adding your company logo

Setting your currency and time zone

Specifying tax information

Telling Zoho Invoice About Your Customers

Manually adding customers

Importing contacts

Editing customers and contacts

Deactivating and reactivating customers

Deleting contacts

Creating Your Inventory

Getting Paid: Selecting a Payment Gateway

Customizing Your E-mail Notifications

Getting New Business: Creating and Sending Estimates

The Payoff: Creating and Sending Invoices

Happy Days Are Here Again: Marking an Invoice as Paid

Chapter 12: Zoho CRM: ManagingYour Customers

Choosing the Right CRM Edition

Creating Your Zoho CRM Account

Getting a Look at the Zoho CRM Interface

Customizing Zoho CRM

Hiding tabs

Rearranging and renaming tabs

Adding and deleting components

Getting People Involved: Managing Users

Adding new users

Creating new roles

Assigning a role to a user

Creating a profile

All about Zoho CRM Modules

Welcome to the Marketing modules

Welcome to the Sales modules

Welcome to the Inventory and Ordering modules

Welcome to the Customer Support modules

Welcome to the Data Analysis modules

Putting a Zoho CRM Module to Work

Dissecting a module

Creating a new record in a module

Editing and deleting a record

Creating Custom Views

Part V: The Part of Tens

Chapter 13: Top Ten Zoho Help Resources

The Zoho FAQ

Zoho Forums

Zoho Writer FAQ

Zoho Notebook Help

Video on Zoho Sheet

Zoho Show FAQ

Zoho Projects Help

Zoho Invoice User Manual

Zoho CRM Help

Zoho CRM Blog

Chapter 14: Top Ten Online Zoho Tutorials

Zoho App Videos

A Guided Tour of Zoho

Zoho Projects Tutorial

Zoho Notebook Tutorial

Zoho Planner Tutorial

Zoho Sheet Tutorial

Creating Macros in Zoho Sheet

Zoho Writer Tutorial

Taking Zoho Writer Offline

Zoho CRM Tutorials

Zoho® For Dummies®

by Steve Holzner

Zoho® For Dummies®

Published byWiley Publishing, Inc.111 River St.Hoboken, NJ 07030-5774www.wiley.com

Copyright © 2009 by Wiley Publishing, Inc., Indianapolis, Indiana

Published simultaneously in Canada

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Library of Congress Control Number: 2009929456

ISBN: 978-0-470-48454-8

Manufactured in the United States of America

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About the Author

Steve Holzner is the award-winning author of many books, and he specializes in online topics and applications like Zoho. He’s been working with Zoho since it first appeared. He’s been on the faculty of both MIT and Cornell University.

Dedication

To Nancy, of course!

Author’s Acknowledgments

The book you hold in your hands is the product of many people’s work. I’d particularly like to thank Kim Darosett, project editor; Katie Mohr, acquisitions editor; and Teresa Artman, senior copy editor.

Publisher’s Acknowledgments

We’re proud of this book; please send us your comments through our online registration form located at www.dummies.com/register/.

Some of the people who helped bring this book to market include the following:

Acquisitions, Editorial, and Media Development

Project Editor: Kim Darosett

Acquisitions Editor: Katie Mohr

Senior Copy Editor: Teresa Artman

Technical Editor: Raju Vesgesna

Editorial Manager: Leah Cameron

Editorial Assistant: Amanda Foxworth

Sr. Editorial Assistant: Cherie Case

Cartoons: Rich Tennant (www.the5thwave.com)

Composition Services

Project Coordinator: Patrick Redmond

Layout and Graphics: Reuben W. Davis, Timothy Detrick, Christine Williams

Proofreader: Laura L. Bowman

Indexer: BIM Indexing & Proofreading Services

Publishing and Editorial for Technology Dummies

Richard Swadley, Vice President and Executive Group Publisher

Andy Cummings, Vice President and Publisher

Mary Bednarek, Executive Acquisitions Director

Mary C. Corder, Editorial Director

Publishing for Consumer Dummies

Diane Graves Steele, Vice President and Publisher

Joyce Pepple, Acquisitions Director

Composition Services

Gerry Fahey, Vice President of Production Services

Debbie Stailey, Director of Composition Services

Introduction

Zoho — the free suite of online productivity applications — offers a fantastic set of resources for anyone with Internet access. You can use a state-of-the-art word processor, spreadsheet, database system, or any of many other applications that Zoho offers. Those applications are as powerful as any you’ll find that you install on your computer.