Chat with your shared users in Zoho Planner

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With the latest Zoho Planner update, you can now chat to each of your shared users. On clicking a page you can see the list of shared users with status (either online/offline). Now you can chat with the person who is available for chat.

Zoho Planner chat for shared users

We have also added RSS feeds for your shared pages. You can find this feature in your planner settings page. Subscribe to the RSS feeds and get notified on the changes done by the shared users in your page.

Do give a try and send your feedbacks to feedback at zohoplanner dot com.

On the July Update

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Things were pretty hectic over here for the update. The update happened after almost 40 days or 1.5 months.  We were working on Saturdays and Sundays too. Everyone was keen to get the update out at the earliest but without compromising on the quality.
We fixed close to 40 bugs and added close to 20 features. There are some usability issues in the product that we plan to address as well.

We have not yet decided on the next update dates as there are too many variables that we need to consider. In case there is something pressing on your mind, do let us know.

Zoho CRM – July ‘07 Update

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We have yet another successful update yesterday. In this update, we have mainly focused on :

  • Customization of quotes, orders & invoices templates
  • Home page customization
  • Show/Hide tabs (CRM modules) based on users’ role in an organization
  • Loosely coupled Zoho Sheet (Online spreadsheet) integration
  • Scheduling of mass mails
  • Recurring events
  • Reminders for events

In addition to the above new features, we have also made some minor enhancements and bug fixes based on our customers’ feedback.

Please give Zoho CRM a try at and let us know your suggestions and comments.

The above presentation talks about these concepts briefly.

Zoho Projects : With More Paid Plans

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Earlier we used to have Enterprise plan with unlimited projects @ $80 per month & Express plan with 20 projects @ $20 per month. We received requests asking for plans in between 20 projects & unlimited projects. In order to meet these requirements, we have introduced more paid plans in Zoho Projects. Two new plans ‘Elite’ (100 projects – $55 per month) & ‘Premium’ (50 projects – $35 per month) been added to the list. Disk space for Enterprise plan (unlimited projects) has also been increased from 5 GB to 25 GB at the same cost of $80 per month. Check out the latest pricing plans.

zohoprojects_pricing_plans

In addition to that, some UI & feature enhancements have been done too. The ‘Meetings’ tab now has sub-tabs – ‘Upcoming Meetings’ & ‘Elapsed Meetings’. From now on, ‘Location’ and ‘Duration’ can be specified for each meeting (click ‘Advanced Options’ in ‘Add/Edit Meeting’ form).

Try the latest Zoho Projects and your feedback will be much appreciated as always!

Zoho CRM – Scheduled Update..

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Zoho CRM is gearing up for a major update this weekend (07/21) from 9.30 PM to 6.30 AM PDT tomorrow. After this update our CRM users will gain access to much awaited features & enhancements. Some of the key features/enhancements planned in this update are:

  • Customize Quotes, Orders, and Invoices formats
  • Customize Home Page layout
  • Organize CRM modules as per users’ role in the organization
  • Activity Management (Recurring tasks/events and Reminders)
  • Auto-increment number type custom field (for tracking Quotes, Orders, Invoices and Cases)
  • Outlook Plug-in (Add multiple mails to CRM – leads & contacts in a single step)

PS: Complete list of the features & enhancements will be announced in our Public Forums once the update is completed.

Please stay tuned with us!

Download Deluge Script Help Document

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A user sent us this

” Hi, I want to learn Deluge to be better at scripting, is there anywhere i can download the file from so i can read it offline and learn it?”

I think that’s a great way of learning. Though we had thought about this while releasing Zoho Creator2.0. We were unable to take this up owing to other small, big and large tweaking works which creeped up at the last minute. But when users started asking for it, we made it ready.

So here is the link to download the Help Document . Hope this helps you to get to know about Deluge Script at your convenience.

delugescript.gif

Coming back to users, we are really excited to see some of the excellent apps created in Zoho Creator using the power of Deluge Script. But the app which Pete Thomas of Share Tactics has created is something extraordinary. He rightly calls this system as “Collecting data without human intervention”. He has an extensive blog about the app in Share Tactics.

Thanks Pete for exploring Zoho Creator to such an extent.

Document vs Web Document

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Many people consider online applications as a replica of offline applications and documents created using these online apps are similar to the ones created using the offline counterparts. They are NOT the same. Let me explain.

Documents created using offline apps lack additional information, meta data and context which their online counterparts provide which makes online docs more valuable than the current documents most people use.

So, what are the specific advantages of web documents against traditional documents? Here are a few…

  • Mobility
  • Sharing & Collaboration
  • Presence & Communication
  • Auto-Versioning, Auto-save
  • Access & Edit History etc

Lets look at each of these.

Mobility

This needs no explanation for web documents. Because the documents are on the web, they can be accessed from any location/device.

Sharing & Collaboration

This is one of the key advantages of web documents. You can simply share your document without having to attach. This way, you need not worry about the software availability (often the same version of software) for reading the document at the other end. Also, web docs can be collaboratively edited by multiple users at the same time without having to go thorough multiple email threads and merging of contents across multiple versions.

Presence & Communication

When a document is shared, online applications provide the presence information of the users to whom the document is shared. If the other users are online, you can instantly start a chat session enabling instant communication

Auto-Versioning, Auto-save

Documents evolve. When a document is created/edited by multiple users, it goes through multiple iterations and it is always useful when these documents are auto-saved and auto-versioned based on the user. You get this by default with web documents and more importantly a web document captures all this information permanently.

Access & Edit History etc

Web Documents also have information on when and how many times users accessed/edited the documents etc. This is useful information if you want to know if other users looked at the document you shared etc.

When an online document is exported in standard formats, all this useful information has to be stripped from its native form and delivered for its offline usage loosing useful information. But as more and more document reside online, the document formats become irrelevant.

The presentation below talks about some of these concepts.