Zoho Reports has had design mode filters from the beginning. And we have had some dynamic filtering capability in the form of legend filtering. We have further enhanced this dynamic filtering capability now through the introduction of User Filters.
Say, you have sales data spanning across years and you want to create a report for monthly sales in 2009 alone. You can plot monthly sales against months and define a design mode filter for the year 2009. But what if you want to build more flexibility to the report and would like to have the report’s users (viewers) choose any particular year’s sales to be viewed? Or for that matter choose the region, product category. This exactly is what is achieved with the newly introduced User Filters.
The embedded report below contains user filters for year, product category & region.
How To Create User Filters
The slide show below shows how to create and edit user filters for a typical sales report.
We now support text and date values in user filters. We will soon be extending this support to numerical values. Hope you like this newly introduced feature. Try the new User Filters in Zoho Reports now. Your feedback comments are most welcome.
Today we’re excited to introduce the newest arrival to the Zoho family:
. Brick by brick, we’re building Zoho into the one-stop shop you need to run your business on the cloud!
Sometimes, the quickest way for customers to get support is through the self-service route. Zoho Support includes features that allow members of the support organization to easily publish solutions to known issues in a customer portal, so customers will solve their issue even before they contact your staff. In the customer portal, customers are also able to submit and track tickets.
In a nutshell, Zoho Support consists of the following modules (or tabs):
. The requests tab helps technicians prioritize the support requests that are coming in from customers. There are multiple ways in which the support request can be sliced & diced – for example: those requests that are assigned to me, or those requests that are unread. A support manager might want to see which requests are overdue and need to be addressed immediately. Sometimes it’s impossible to programmatically determine (i.e. through an e-mail or a form) if a request is high-priority or who it should be assigned to. The requests module also helps organizations triage these support requests so they can be quickly routed to the appropriate team for solution.
Accounts & Contacts
. Accounts and contacts provide a view into the support operation through a customer perspective. Most importantly, organizations can define, track and enforce specific SLAs (service level agreements) they may have agreed to with their customers. No two support requests are even created equal, even two that look exactly the same could have a different priority depending on the SLA that was promised to each individual customer.
Reports & Dashboards
. Reports and dashboards provide a quick view into how your support organization is doing. You can quickly get a wealth of data that will allow you to take the best decisions for your business and your customers. For example – what products are getting the most support requests? What incidents are happening the most often? What support group (or rep) has the slowest response time?
. The task module provides simplified view into what a support rep needs to do – either external activities (like get back to a customer with a particular solution or diagnosis) or even an internal one (like research or try a new approach). These allows everyone in the support team to keep their work organized and allows the support manager to get a quick glance into what everyone on his team is working on.
. The solutions module allows support reps to create and publish (either internally or externally) solutions to the most common customer problems, so that next time they get a similar case, the don’t have to re-invent the wheel. When a solution is published externally, it is automatically available in the customer portal, so that customers are able to find it easily.
Workflow, API and much more.
Automate tasks, assignments, alerts with the workflow rules; integrate with your other systems via the API; maintain details of your catalog (skus, release dates, support windows). E-mail reply templates… and there’s more. There’s a lot of good stuff in here.
And, as you would expect, Zoho Support is already integrated with
. So you can go from selling to supporting easily and smoothly. We also integrate
– so your support agents can quickly find the answer they’re looking for, not only in the solutions database, but also from their colleagues over IM while they are on the phone with a customer. As you may know by now, we’re big on making all of our products tightly integrated with each other. There are a few other cool integrations in the works that we’re sure you’ll like as well.
Zoho Supports comes in a few different editions. For enterprises and large support organizations, our Professional and Enterprise editions, which start at only $12 per month per agent provide advanced features that will satisfy the complex needs of these organizations. Small businesses, particularly young tech startups, will appreciate our Express edition (coming shortly). are unique, in the sense that most times there is no dedicated support person, but the entire team shares a support alias. We designed the Express edition thinking of this case. So if your team gets less than 200 support tickets per day, our Express edition is for you… With unlimited uses, think of it as your support e-mail alias, but much much better!
We’ve been working at Zoho Support for quite some time, and most of our Zoho Products are running on it already. We hope that you’ll like what you see. This is just the start of the journey, and we look forward to your feedback. So head out to
and try it out!
Hiring a candidate is not merely about filling a vacancy; Never about finding yet another one to do the job. It is more about picking the passion and craftsmanship from a galaxy of talents out there. This involves a lot of work from the hirer, both before and after recruitment. It is not a good idea to automate the interview process entirely. The procedure post-recruitment was one area we could try simplifying. What summed up to about a week of activity for three departments in the organization, now takes couple of hours before everything falls in place. With this
New Employee application, here is how we go about choosing the system and software, approve the same and create a user profile for the new-comer, easily.
Zoho People. Access is granted to the new employee, so that he can update his personal details himself. As for the user profile name, employee preference is considered. It is then verified for availability, and if it is already taken, alternatives are provided.
online text editor, while on the contrary, a designer or an animator requires sophisticated software such as a Graphics suite, extended graphics adapter and high-end hardware. Care is taken beforehand in allocating these software requirements, so that no further time is spent in improvising. Resource allocation is left to the manager for approval. They, depending on the role of the candidate, pick the components required and approve it. The requests for user profile creation and resources are then forwarded to the Sysadmin team, who would make them available. They use a separate application for that; the IT Asset Request application. The purposefulness and the indispensability of this
application deserves to be talked about in a dedicated post, so that will have to wait.
the previous ones
showcased here. What makes it so mighty is not the functionality alone. It is also because the IT Asset Request and the New Comer Application are closely integrated to handle a single scenario. But, if you overlook the hassle we went through in building it, you’d most certainly admire the orderliness it has added to the recruitment process.
Check it out!
Our HR department asked us if this app can welcome the new comer with a big smile. We politely said – “Will be available in our next update. Kindly bear with us till such time”
Apps showcased till now:
Rebranding Management, Hall of Shame, Tweet Stream, Ad Tracker, Reseller Portal, Download Tracker, IT Asset Management, Support Call Tracker, New Employee Record, Travel Management, Courier Management, Cab Booking
If you are using Google Apps, this is for you.
Our friends at Google invited us to a live webinar next week to showcase what Zoho CRM for Google Apps can do for you. As you may know, we’ve been constantly improving our Zoho CRM For Google Apps to have more and more useful integration that make it easier for you to manage your leads, contacts and sales.
So, if you have not tried Zoho CRM for Google Apps yet, we invite you to join us next Tuesday, November 9th at 10am Pacific Time. Here’s the link you can subscribe with: https://googleonline.webex.com/googleonline/onstage/g.php?t=a&d=571321675&sourceid=ptnr
See you there!
Integrations and improvements among Zoho Apps continue to pick up steam. Our latest update in Zoho Mail brings in some really neat features many of you will love. Here we go.
Drag & Drop Attachments & More
Attaching files while composing an email just got easier. While attaching files, just drag and drop your files on to the compose window to attach files. You can drag multiple files at once. There are no plugins needed for this feature to work. It uses HTML5. This means, the feature will work in browsers that support HTML5 like Firefox 3.6+ and Chrome 6+.
If you still prefer attaching files using the dialog, we enabled the option to select multiple files using the CTRL option (or CMD option on Mac). Again, this feature works on Firefox 3.6+ and Chrome 6+.
We previously added an option to attach files directly from Zoho Docs or Google Docs. For Zoho Docs, you only had the option to attach the files you created. We now added an additional option to even attach files that have been shared to you.
Add Leads & Events to Zoho CRM
In Zoho Mail, we have had the option to add a contact to Zoho CRM with a single click. We now added an option to add the sender of an email as a Lead to the CRM system. To do this, open the email and choose Add to > CRM > Leads.
You can also add an Event to Zoho CRM right from the email.
We typically receive calendar invites as ICS attachments. For such emails, we now added the option to preview the ICS file before adding it to your calendar. If everything looks right, use the ‘Add Event’ option add the event to Zoho Calendar.
Sorting Emails by Size
Unlike many webmail clients, we offer several options to sort your emails – like sorting by Date, subject, sender etc. Now we added a new option – sort by size. This will sort all your emails based on the size of your email (attachments included). If you want to delete those unwanted emails that take up your Inbox, now you can do this easily.
These are some of the key highlights in our latest update. As always, we will keep improving the application based on your feedback. So keep your feedback coming.