Zoho CRM – Improved Web to Prospect UI

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Zoho CRM – Web to Prospect update

As said earlier, we have now started working on improving Zoho CRM’s UI and User Experience. Zoho CRM’s Web-to-Lead user interface is under tweaking now. This will be available in the product soon. We have removed the two tab approach, and integrated all options in a single UI. Thus providing a simpler and easy-to-understand user interface. Here is the mock-up of the UI tweak.

(Click the image to enlarge)

Web to Prospect

- Dharma

Zoho Projects Update : Easy tasklist duplication and more

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Some cool features that you users had been asking for got added in the latest Zoho Projects update done yesterday.

  • If you have the same list of tasks to be duplicated across Milestones/Projects, ‘Task List Template’ is for you. You can create a new template from scratch (click on ‘Settings’ -> ‘Templates’) or make an existing tasklist as a ‘Template Task List’.
  • You can now send private messages to a selected few members of your Projects account. Click on Users -> Send Message (previously, you can only send / not send messages for all members in a project about Meetings & Forum posts)
  • Archived tasks can now be exported (previously only Pending & Closed tasks could only be exported)
  • While posting to the forum, the attachments will be sent along with the notification mail. Also, while replying to a forum post, you have the choice to notify all the users or the owner alone.
  • Project details are displayed when you mouse over a project’s name in the left panel. Likewise, the notes added to a task get displayed on mouseover too.

Other than the above, a few bug fixes got in as well.

Try the new Zoho Projects and please do share your thoughts.

New : Site Map for your Zoho Wiki

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As informed earlier, Zoho Wiki’s latest update added the site map and an easier way for moving around pages. Your Wiki pages can now be re-associated as a sub-page of another through easy drag-and-drop. A sub-page can even be made as a parent page to another. And you can now set privelege options for comments in your Wiki (previously only public wiki pages can be commented upon by others).

Go ahead, check out Zoho Wiki and test drive the new features.

‘The Minnesota Daily’ on Zoho

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‘The Minnesota Daily’ in an article titled ‘Microsoft Office on the way out‘ reports that some government agencies in the USA have banned usage of Vista on their computers. The article points incompatibility with other software as the reason. It goes on to add that online office applications have already started making inroads and has the below to say about Zoho :

Even more exciting than Google’s new offering is another online program called Zoho. Unlike Google Apps, Zoho has its own version of PowerPoint and can produce charts from spreadsheets; as of now. Zoho is additionally compatible with Microsoft Office and allows users to work in Office while offline and transfer work easily back and forth.

Currently, it is most useful to use Google Apps and Zoho in conjunction with Microsoft’s already established and universally accepted Office programs. It is, however, worth noting how quickly the online applications have made their mark, and the abundance of options can only mean good things for students and consumers.

Zoho in PC World’s 101 Fantastic Freebies

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PC World released a list of ‘101 Fantastic Freebies‘ breaking them into 23 categories. Under ‘Office Productivity in Software and Services’ category, Zoho is listed as a winner. Other freebies in this category includes Google Docs & Spreadsheets, Ajax13, OpenOffice etc. Thanks PC World. We are glad you see the value.

Also, recently Online Education Database created a list for ‘Top 25 Web 2.0 Apps to Improve a Student’s or Professor’s Productivity‘ where Zoho Projects and Zoho Creator were selected and several other Zoho Applications also available as alternatives.