Zoho 4 Everyone

by Nancy Conner

Overview

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

Product Details

ISBN-13:	9780768687811
Publisher:	Pearson Education
Publication date:	12/30/2008
Sold by:	Barnes & Noble
Format:	eBook
Pages:	432
File size:	17 MB
Note:	This product may take a few minutes to download.

About the Author

Nancy 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.

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

Preface

Introduction
Zo-who? Getting to Know Zoho

Never heard of Zoho? You will. Zoho has been around only since 2005, but in that time it’s launched a complete suite of business- and productivity-related applications—from Writer, its word processor and first program, to CRM, a sophisticated tool for managing customer relationships.

Zoho’s name comes from a play on SOHO, which stands for small office home office, and the SOHO market was one of the company’s first targets. As word spread, and as Zoho released more applications, small-to-medium businesses showed interest. And large enterprises weren’t far behind. In summer of 2008, Zoho’s millionth customer signed up.

What’s the buzz about? In a nutshell: sharing, collaboration, and affordability. Because Zoho offers software as a service over the Internet, you can access your applications (and their documents, data, and records) from anywhere you can connect to the Internet and use a web browser to sign in. Storing documents and data online also makes it easy for you to share, publish, and collaborate with others. So, for example, when your team members are putting together a report or a PowerPoint-style presentation, they can work on it anytime, from anywhere—several people can work on the document at once, updating a single copy in real time.

As for affordability, all Zoho services are free, or have a free version you can try. Business applications have different pricing structures for different subscription levels, so you’re never paying for more than your business actually needs.

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Note - A note about security: Zoho knows how important it is to keep your data safe and private. Zoho locates its servers in super-secure datacenters behind sophisticated, state-of-the-art firewalls. Servers are regularly checked to prevent vulnerabilities and are constantly scanned to protect from viruses and other suspicious traffic. In addition, your data is backed up daily on multiple servers at multiple locations. How does that compare to your desktop?

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A Quick Overview of This Book

Zoho 4 Everyone is designed to be what its name implies: a book for anyone and everyone who’s interested in learning how to use Zoho’s online programs. Whether you’re looking for a free, easy-to-use online word processor to write your memoirs or a suite of productivity tools for your business, this book has something for you. Even if you’re new to web-based applications or you’re still learning your way around keyboard, Zoho 4 Everyone will get you up to speed in using Zoho’s most popular programs.

This book is organized into parts, and each part groups programs by what they do: create and organize documents and slideshow-style presentations, track data, communicate and keep track of your to-dos, meet and collaborate online, and streamline your business processes. This section describes how the book is put together.

Part I: Documents and Presentations

Part I is all about information: writing documents and reports, adding content to a virtual notebook, and communicating your ideas in a slideshow format. In Part I, you’ll find these chapters:

• Chapter 1: “Have Your Say with Zoho Writer”—Writer is Zoho’s word-processing program. Because your documents are stored online, you have access to those documents wherever you have a web browser and Internet access. But you can also work on your documents when you’re not connected to the Internet and then sync them with Writer when you’re back online. If you’ve never tried a web-based word processor, you’ll be surprised at the way Writer steps up to the job, letting you format documents, use templates, and insert images, links, and tables—pretty much everything you expect and need in a word-processing program.
• Chapter 2: “Zoho Notebook: Clip, Snip, and Organize”—Notebook is an online program that lets you gather and organize different kinds of content—text, images, audio, and video—and then easily share that content with others.
• Chapter 3: “Presenting...Zoho Show”—A presentation is a slideshow, similar to those made with Microsoft’s PowerPoint. Presentations are meant to be shared, and Show makes it easy for you to do just that. With Show, there’s no need for your audience to be in the same room, because you can run your presentation over the Web.

Part II: Spreadsheets and Databases

Everybody needs to keep track of something. Whether you’re keeping the family to a monthly budget, cataloging your stamp collection, or updating your business’s inventory, spreadsheets and databases have become indispensable tools for life in the twenty-first century. This part of the book has chapters that cover these data-management tools:

• Chapter 4: “Track Data with Zoho Sheet”—Zoho’s spreadsheet program lets you organize, analyze, and store your data in a single, secure, easy-to-access location. For power users, Sheet also offers advanced features such as recording macros and creating pivot tables.
• Chapter 5: “Zoho Reports: Online Databases and Reports”—Use this online database to enter data and use it to create reports in the form of charts, pivot tables, and summaries (and that’s just for starters) by simply dragging and dropping. Because the data is stored on the Web, your whole team can access that information from anywhere: on the road, at home, or at a far-flung branch office.
• Chapter 6: “Do-It-Yourself Applications: Zoho Creator”—Who said you need to know how to program to design a database? With Zoho Creator, if you know how to use a computer mouse, you can create a database of your very own. Design one or more forms, and then use those forms to capture data and view it in different ways.

Part III: Communication and Scheduling Tools

A big part of the attraction of web-based applications is the ease of communication and sharing that the Web allows. This part of the book focuses on applications that let you communicate with others and share your schedule:

• Chapter 7: “Zoho Mail: Web Mail Redux”—If you’ve tried just one web-based application, chances are you’ve tried a web-based email program, such as Hotmail or Gmail. After you give Zoho Mail a try, you’re likely to make it your email program of choice. Zoho Mail lets you organize your email messages in a way that makes sense to you: folders, labels, or both. It also integrates seamlessly with other Zoho applications.
• Chapter 8: “Instant Communication with Zoho Chat”—Chat is Zoho’s instant-messaging (IM) program, which you can use to send and receive messages with any of your contacts who are online: friends, family, coworkers, business contacts, and more. Unlike some other IM programs, there’s no software to download, so you can chat from any computer with a web browser and an Internet connection. Chat one on one or in groups, and save a transcript of the conversation to read later.
• Chapter 9: “Zoho Planner: Your Online To-Do List”—Keep yourself organized with this simple, streamlined program that lists your upcoming events, tasks, and appointments as to-dos and lets you share them with others. If you tend to be forgetful or are always running late, you’ll appreciate Planner’s automatic email reminders.

Part IV: Meeting and Collaboration Tools

The whole point of online applications is how easy they make it to collaborate. This part of the book covers Zoho’s state-of-the-art collaboration tools:

• Chapter 10: “Zoho Meeting: Web Conferencing Made Simple”—Online meetings are all the rage—not because they’re fashionable, but because they’re convenient. Zoho Meeting lets you schedule and run online meetings through your web browser. Participants can join immediately—there’s no special software for them to download and install. Zoho Meeting works with Skype, a service that lets you make free voice calls over the Internet, to add voice conversations to the meeting.
• Chapter 11: “Build Collaborative Sites with Zoho Wiki”—A wiki is a collaborative website; when you create a wiki, you can make it your own personal website, or you can invite people to work on it with you. So a class can work together to create a group website on, say, saving the whales; a family can share photos, memories, and news; and a business team can create a site dedicated to its current project. Zoho Wiki works with other Zoho services, such as Writer and Show, making it easy for you to fill up its pages.

Part V: Apps for Business

You can use any of Zoho’s applications for your business, but this part of the book focuses on those designed to meet specific business needs:

• Chapter 12: “Manage Customers with Zoho Invoice and Zoho CRM”—Whether you’re a self-employed consultant or work for a large company, business is all about keeping your customers happy—and getting paid. And that’s what these two programs are designed to help you do. Invoice is a good choice for small-to-medium businesses looking for a way to streamline and track their invoicing procedure. CRM is for companies looking for an all-in-one customer-relationship management solution—from launching a marketing campaign, to following up on leads, to closing the sale, to processing payments.
• Chapter 13: “Keep the Team on Task with Zoho Projects”—Managing a project is a complex set of overlapping objectives, tasks, and deadlines. Whatever the project, if you’re managing it, you have to assemble a team, assign roles and tasks, create a document library, set up meetings, and keep an eye on approaching deadlines. That’s a lot of juggling, and Zoho Projects helps you keep all the balls in the air by managing all these activities with a single application.
• Chapter 14: “Zoho People: Your Online HR Office”—Zoho People provides a common-sense workflow for managing your organization’s hiring process—from posting a new job opening, to identifying qualified candidates through making an offer and bringing the new employee on board. But that’s not all—People also has tools for managing current employees, including a self-service page where employees can update their information, request time off, sign up for training, and so on. People is customizable, so you can be sure it fits your organization’s needs.

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Note - Zoho is responsive to user feedback and feature requests, which means Zoho frequently updates its applications. Because of these frequent updates, you may find that some of the pages and steps on the live applications differ from what you see in this book.

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What Are You Waiting For? Signing Up and Signing In

When you sign up for a Zoho account, you get access to most of Zoho’s applications with just one user ID and password. It’s called single sign-on, and it saves you both time and the effort of remembering multiple passwords. (Some of the business apps, such as CRM, still require you to set up an account, although you can use the same username and password for that account as you use for all your other Zoho apps.)

To sign up for a Zoho account, a good place to start is Zoho’s home page: http://www.zoho.com. (You can also create an account from the home page of any individual Zoho service, such as wiki.zoho.com or writer.zoho.com or mail.zoho.com.) On the right side of the page, click the Sign Up link to open the page shown in Figure I.1. It takes just a little information to create your account:

• Username—The ID you want to use with your Zoho apps.
• Email address—Where Zoho can send the confirmation email.
• Password/Confirm Password—Type in a hard-to-guess password (it’s best to use a combination of letters and numbers) to gain access to your account.
• Image text—To prove you’re a person and not some kind of web bot, type the sequence of letters and numbers into the text box.
• Agreement—Click the links to read Zoho’s Terms of Service and Privacy Policy. If you agree, check this box.
• Newsletter—If you want Zoho’s newsletter delivered to your email inbox, check the box that subscribes you.

Look good? Then click Sign Up. Zoho emails you a confirmation notice; click the link in the email, and you’ve got a Zoho account of your very own.

Signing In to Zoho Through a Google or Yahoo! Account

If you have a Yahoo! or a Google account, you can use that account to sign in to Zoho. This is helpful if you want to take a look at a few Zoho services before you decide whether to sign up, but you also get full access to Zoho services when you sign in this way. So if someone shares a Zoho Writer document with you, for example, you don’t have to create a whole new Zoho account to access it—you can sign in through your existing Google or Yahoo! account.

When you sign in to Zoho through your Google or Yahoo! account, you give Zoho temporary, limited access to your account. Zoho doesn’t store your password or poke around in your personal documents.

To sign in using your Yahoo! or Google account, go to Zoho’s home page at http://www.zoho.com (or go to the home page of any Zoho service). In the Sign In box on the right side of the page, look for where it says Sign In Using Google or Yahoo. Click Google or Yahoo!, depending on which service you use.

If you’re not currently signed in to the service you clicked, a page opens asking for your user ID and password. Type these in and click the Sign In button. When you’re signed in, another page opens, asking for your permission to grant Zoho limited access to your account to log you in. Click I Agree (in Yahoo!) or Grant Access (in Google) to sign in to Zoho.

Getting Help with Zoho Applications

In the Zoho suite of services, different applications have different levels of help. Some have an FAQ (a list of frequently asked questions), others have a Help wiki, still others have a phone number you can call for live assistance, and some leave you more or less on your own (so it was smart of you to pick up this book).

If you can’t find a Help link in a Zoho program, or if the FAQ for that program doesn’t answer your question, the best place to try is one of the Zoho forums. Each Zoho app has forums for feedback, feature requests, bug reports, and announcements. Most apps have a Forums link at the top of their pages. If you don’t see a link, you can get directly to the Forum page for that app by pointing your web browser to forums.zoho.com. Zoho services are listed along the right side of the page; click the one you want, and then use the upper-right Quick Search box to look for keywords related to your issue.

To ask a question, choose a particular forum from the Forums Categories list on the right. On the page that opens, click New Topic to open a form where you can ask your question and add it to the ongoing discussion.

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