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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...

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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
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Product Details

  • ISBN-13: 9780768687811
  • Publisher: Pearson Education
  • Publication date: 1/13/2009
  • Sold by: Barnes & Noble
  • Format: eBook
  • Edition number: 1
  • Pages: 432
  • Sales rank: 1,197,160
  • File size: 17 MB
  • Note: This product may take a few minutes to download.

Meet 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.
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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

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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.


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?


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.

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.


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.

© Copyright Pearson Education. All rights reserved.

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