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OverviewFull Product DetailsAuthor: Nancy ConnerPublisher: Pearson Education (US) Imprint: Que Corporation,U.S. Dimensions: Width: 23.30cm , Height: 2.40cm , Length: 17.80cm Weight: 0.676kg ISBN: 9780789739377ISBN 10: 0789739372 Pages: 432 Publication Date: 26 February 2009 Audience: General/trade , General Format: Paperback Publisher's Status: Out of Print Availability: Out of stock Table of ContentsIntroduction 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 389ReviewsAuthor InformationNancy Conner writes and edits tech books from her home in central New York state, on topics ranging from eBay to WAN optimization to Google Apps. She’s also worked as a medievalist, an English teacher, and a corporate trainer. Nancy holds a PhD from Brown University. Tab Content 6Author Website:Countries AvailableAll regions |
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