Custom CRM built using Zoho Creator: A video case study

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Tod Maffin is a keynote speaker from Vancouver, Canada. A thought-provoking digital marketing analyst, he is the COO and senior strategist at tMedia Strategies. Adding to the many hats he wears, Tod is also one of the podcasting pioneers of Canada. We came across a

tweet
 from Tod which said he built his custom CRM entirely on the

Zoho Creator
 platform. That piqued our interest and we asked him about his Zoho Creator CRM app. Tod had an interesting story to tell. 

He was using a CRM system (non-Zoho), exclusively made for keynote speakers. But he soon realized that not all speakers have similar requirements and he didn’t need a full-fledged CRM. He felt he was paying $100 a month for a good many features he never used (in addition to the few ones he did like). Luckily, he stumbled upon Zoho Creator. He then built a custom CRM using Zoho Creator, consisting only of those features he needed. Tod says the web forms that link to his website and the automatic notification emails he get, are helping him get more speaking contracts. (but we believe, more than his custom built CRM, it’s his energetic and jargon-free presentations that are getting him those opportunities!) Not just that, Todd uses his Zoho Creator

subscription
 to build a line of applications for his personal needs as well. All this saves him a lot of money.

We asked him if he’d like to share his story with the Zoho Creator community and he was more than happy to shoot the above video testimony for us. Thanks, Tod.

Enhancements: Add Bug Comments via Email, All Milestones View and Reorder Milestones

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Here’s a quick rundown on the recent feature enhancements to Zoho’s Project Management Software

Collaborate via email, now for the Bugs module!
We’ve enhanced the bug comments feature. Previously, you had to login to Zoho Projects and post comments directly under each bug. But now, you can add a comment by just replying to the bug notification email you get. Also, you can attach files to a bug by email too.

A sample screen grab of the unique bug email address.

Here’s the bug comment added via email.


Set Notifications for Reporter / Assignee of Bug Comments

Whenever you add a comment to a bug, you can set email notifications for the Reporter / Assignee. When a comment gets added to the bug the next time, the Reporter / Assignee will get notified by email.
Get to know more about the email collaboration in Zoho Projects at
http://www.zoho.com/projects/help/email-project-management.html

Reorder your Milestones
You can now reorder your milestones using the Reorder button.


All Milestones View

We’ve now furnished an All Milestones view which shows Upcoming, Overdue and Completed milestones across all projects of your portal. This view is available for you in the My Home tab. So, you will no longer be limited to viewing milestones for a single project alone.

Visit Zoho Projects, to try out the new feature enhancements. And of course we love to hear your views. Write in at support@zohoprojects.com or drop a comment right here.

Announcing: Zoho Wiki for Google Apps

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Last week we introduced

Zoho Reports for Google Apps marketplace
and it got an encouraging response. Thank you all for the installs, comments and the emails. Continuing our unveiling of 5 Zoho apps for Google Apps marketplace, we’re very pleased to present to you our app for this week -

Zoho Wiki for Google Apps
.

                 

With

Zoho Wiki
, you can easily create online workspaces for content sharing within a group. Create personal / public / private team wikis and start collaborating with your project teams, clients & partners across the globe. No special technical knowledge is required to set up the wiki and you can get started within minutes.

          


Zoho Wiki – Google Apps Integration:


           

Zoho Wiki has several

integration points with Google products. Here are some highlights:


  • Single Sign On (SSO):



    Domain admins for Google Apps can add Zoho Wiki to their domain through
    the


    Shop the marketplace
     link in Google Apps. Once Zoho Wiki app is
    added to the domain, all the users in that domain will have access to
    the service through Google’s Universal Navigation bar.

    Click on the app from the universal navigation bar to open Zoho Wiki in
    a new browser tab. The single sign on lets the users directly login


    to Zoho Wiki, thereby streamlining the workflow for both Google Apps and Zoho Wiki.


  • Attach Google Docs in Zoho Wiki:



    Zoho Wiki integrates with Google Docs as well. You can add more value
    to the wiki page by attaching the relevant Google Document(s) to the page.


  • Share the wiki to your Google Apps users:



    Sharing your Zoho Wiki with other Google Apps users is a breeze, thanks
    to the tighter integration between Zoho Wiki and Google Apps. You can create targeted workspaces for knowledge sharing, e.g., organizations can create
    different workspaces for each team or project.  Each workspace acts as
    an independent and fully customizable portal. Once you have created
    your workspace, you can invite all the stakeholders too. It doesn’t
    stop with sharing, you can assign permissions for users as to who can
    edit the document, who can just view and who can comment.


  • Google Gadgets integration:


    Zoho Wiki also allows you to personalize the dashboard page with Google
    gadgets. You can make your content a lot more interesting by adding
    widgets like,

    • Google Translate
    • Google Photos
    • Your favorite iGoogle gadgets
    • Google Analytics code to track website statistics
    • Google Custom Search option

and

much more

Take a look at this Zoho Show slideshow to know more about the integration.

Do give


Zoho Wiki for Google Apps
 a spin and let us know your feedback. We’ll meet you next Tuesday with yet another app for the Google Apps Marketplace. Till then, adios :)

Zoho Office Plug-in now available for SharePoint 2010

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We have been receiving many requests from our users asking when

Zoho Office Plug-in
would be available for SharePoint 2010. 
Well, the wait is finally over. Zoho Office plug-in for SharePoint 2010 is now publicly available for download.

If you are a new user wondering what this plug-in is all about, Zoho Office for SharePoint is a plug-in for Microsoft SharePoint that enables a SharePoint user to view and edit documents, spreadsheets and presentations stored on the SharePoint server using Zoho Office suite (Zoho Writer,

Zoho Sheet
and

Zoho Show
respectively). The documents can be viewed and edited from inside the SharePoint portal. 
Multiple users can collaboratively work on a document in real time. With integrated chat, real time collaboration works that much better.
No Office software needs to be installed on the client desktop to work with the documents.

Create new documents
Once the plug-in is installed successfully, you will find a new menu New Zoho Document under the Documents ribbon tab. Using the respective sub menus, you can create a new document, spreadsheet or presentation.


View or Edit existing documents
The Zoho Office Plugin adds two new contextual menu items to each supported document type. Using these menu items you can view or edit the document.


Collaborative editing
Multiple users can collaboratively work on a document in real time. No extra configuration is required. Users have to simply open the document in edit mode to start collaborative editing.

Zoho Office for SharePoint brings the benefits of cloud inside the enterprise. You get to store your documents behind the firewall, and use Zoho to work on the documents in a much better collaborative way. 
If you are a SharePoint 2010 admin, feel free to download Zoho Office for SharePoint 2010 and give it a try. Zoho Office for SharePoint is available for an unlimited 30 day trial.
We want to hear from you. Do post your questions, feedback or suggestions to support@zohooffice.com.

Dabble DB Customers: Migrate to Zoho Creator Seamlessly!

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Dabble DB has announced it’s end-of-life. And we happen to have a migration tool ready! We also offer free migration and app-building assistance to all migrants from Dabble DB. With our migration tool, you can reconstruct your Dabble DB application on Zoho Creator, in three simple steps. It is a do-it-yourself tool, give it a try. Or, if you want us to help, we will be glad to build your applications for free.

If you are new to Zoho Creator, watch this video for an overview.

You are not the only ones who are stranded. We’ve already helped a bunch of other customers from Dabble DB, and they are happy with what they got. Meet the others who have already made the move (Indiana Military Organization being one of them), and what they have got to say about us.

We’ll be happy to address any concerns you might have. Tweet out to us @zohocreator.


Welcome Aboard!

Enhancements in Zoho Recruit – ‘Publish in Website’, Custom Activity Types and more

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Based on our customers’ requests, we have made a few improvements to our Applicant Tracking System, Zoho Recruit. Particularly, the Publish in Website section of the Job Openings module got a lot more enhanced. Let’s see the improvements made in detail.

a. New User Interface:
Earlier, when you click on the Publish in website link, all the customization options appeared in a single screen. But now, to make your experience better, we have split these options into different segments like Look & FeelJob opening fieldsCandidate fieldsEmail alerts and Published job openings.

b. Customization Options:
In the Look & Feel tab, you can now customize the Apply Now button with your own label. And if you do not want the candidates to click on this button, you can disable it from showing in the websiteIn addition to this, there’s another new option, where you can customize the display message when there is no job openings published in your website.

 

c. Candidate form fields for each job opening:
You can now choose to show/hide specific candidate fields for each published job opening. For example, the candidate form fields required for an Analyst position may differ from those for a Manager position. In such cases, you can choose the fields to be displayed for each job opening.

Apart from this, there are a few other enhancements too.

Custom Activity Types:
In the Log an Activity section, you can now define and add your own activity types. For example, say Candidate InterviewsClient Meetings, etc.

 

Date format in Import:
There are no more restrictions in the way Zoho Recruit expected dates of certain formats. You can now import records into Zoho Recruit not only with MM/dd/yyyy date format but also with other date formats like dd/MM/yyyy, dd MMM yy, etc.

We hope you find these enhancements useful. Try them all and do post your feature requests that you think will help improve Zoho Recruit in our user forum

Zoho Creator Walkthrough Videos – 6 and counting

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At Zoho creator support, we’re always happy to cater to our ever inquisitive user community, newbie users and the demo requests. So, in addition to our existing support channels for Zoho Creator (the support team, the help center and the forums) we’re now adding a third channel: Videos 

To start with, here’s the first set of Zoho Creator tutorial and walkthrough videos. There are 6 videos that you can watch here. From a basic video Overview of Zoho Creator to a Video about creating Schedulers, we have tried to explain some of the features that we thought would be important for the first set of videos.

Do take a look at each one of them and tell us what you think. You can also tell us what other videos you would like to see. Leave us a comment here or connect with us on twitter and facebook. We’d love to hear from you!

We also have plans to expand this video gallery so, you can expect periodic additions to this set of videos. Watch this space!