Zoho Reports is a versatile reporting tool and we keep coming across customers who use it in a myriad ways. One such customer is María Inés Plaza of Envases, a food/industry packages manufacturer based in Venezuela. María Inés uses Zoho Reports for her planning department’s activities. From automated balance scorecards to variable compensation pay for employees to sales forecasts, Zoho Reports does it all at Envases.
Till 5 months back, Envases’ planning department, like any other SMB’s was using the ubiquitous spreadsheet (Microsoft Excel) for the above functions. It took María Inés a lot of time every month to update the spreadsheet, apply the proper filter and share a copy of it with everyone concerned. She realized there has to be a better way to do it and hit upon the idea of using Zoho Reports. Now, she’s automated all data uploads and calculations. And every employee in Envases has live access to interactive dashboards, based on dynamic data.
The biggest benefit? María Inés is now saving two weeks of effort every month. Read more about how María Inés is using Zoho Reports in Envases.
Migrating data between services is a pain, regardless of the services. We’ve always been for simplifying these tedious tasks, because most of Zoho Creator users have the need to synchronize data from in-house applications (ERP system for example), with their custom apps in Zoho Creator.
The Zoho Creator migration tool was a result of a conscious effort to simplify data migration. The tool made it easy to create new apps during migration or migrate data into existing apps. Now, we have enhanced the tool to support command line option for uploading data from files. This version of the tool allows you to perform tasks on Zoho Creator, right from within the command line interface. You can
Create an application
Create a form
Add or Update
This makes way for cron jobs; customers can schedule synchronization of data from in-house apps like MS Access or MS Excel, with their custom Zoho Creator application, without manual intervention. The tool reads popular XLS, XLSX, CSV, MDB and ACCDB formats. Here is a detailed guide on how to do it. Try it out.
Last week’s flavor was saving time with bulk printing. This week we are planning to get you more organized with regard to your potential business.
The average life of an estimate undergoes several trials and testing phases before it reaches the ‘invoiced’ stage. Along with Draft, Sent and Invoiced, we’ve now introduced three new estimate statuses in Zoho Books and Zoho Invoice – Accepted, Declined and Expired.
When a client approves the proposal, you can mark the estimate as ‘accepted’. All the accepted estimates will give you an idea on how to prioritize and plan your time so you can manage multiple projects comfortably.
Declined estimates could be a due to a lot of reasons even including the low budget. But if you have a trail of declined estimates for specific customers, analysis of that will give you insight on how to change your modus operandi the next time.
As a freelancer or small business owner you cannot have clients hanging onto your estimates forever. An expiry date acts as a catalyst for an earlier discussion and merry times ahead.
Classifying estimates helps to track them better and it gives a better idea of the potential business coming your way.
Now, with an approved estimate in hand, the next thing you would want is to create an invoice. Wouldn’t it be awesome if the software already took care of that!
Just head over to the ‘Settings‘ tab and select the option ‘Yes‘ to convert an estimate to invoice as soon as it is approved. Once the project is complete, head to the Invoice list and there you’ll find the ‘new invoice‘ in the draft status waiting for your next move.
Read more about estimate statuses in our help documentation. Hope you like it. Check it out and do share your feedback right here.
A customer meeting wraps up ahead of time, leaving you with some time to kill. Making the best use of the time in hand, you connect to the Zoho CRM App in your Smartphone. And in a single tap, your contacts and prospects near you are displayed on the map. In a few more taps, you can schedule a meeting and even get the driving directions to the customer’s location!
Wow! All this is just a few seconds. Thanks to ‘Find Nearby Customers’ option in the Zoho CRM App for Mobiles.
The latest offering from Zoho CRM App for Mobiles is the ability to locate your customers in and around your current location. With the help of the Location Services in your Smartphones (iOS, Android and Blackberry), the app detects your customer’s location within a specified radius from your current spot.
And that’s not all! You can view the customer’s details, send emails and even make a call to the customer. Now that’s true CRM on the move!
So, what are you waiting for? Get your Zoho CRM App for Mobiles from the iOS App store and Android Google Play store now!
For more information, check out our Online Help.
A support technician, who troubleshoots by conducting remote sessions, will face new challenges with each update and a new version of an operating system (OS). The big question is perhaps the compatibility of your remote support product, like Zoho Assist, with the new OS.
We are all aware of the release of Windows 8. The expectation from Windows 8 with its new Metro UI is that it will find its place in mobiles, tablets and PCs across the world. And so, many of you or your customers might want to change your OS. And, if you are wondering whether your move will affect Zoho Assist, please be assured that Zoho Assist is perfectly compatible with Windows 8.
You can support your customers who run any OS, be it Mac, Linux or Windows, from your Windows 8 PC and vice versa i.e., you can connect from any OS to the Windows 8 PC of your customer. You can perform file transfer, offer unattended remote support, run remote PC diagnostics, and use all the features of Zoho Assist. However, it’s mandatory that you run the latest version of Zoho Assist, which is anyway not an issue because Zoho Assist gets updated automatically.
Do send us your comments about your experience with Zoho Assist on Windows 8. We’ll be eager to hear them.
It’s amazing how a 140-character message can brighten up our days.
This thanksgiving we wanted to take a moment and thank all our wonderful customers who have appreciated us, prodded us, pushed us to perform great and stayed with us all this while.
A big thanks to each and every one of you.
Images are the fanciest of all elements in a website. Today, we’re announcing a great new way to make the most of your images. Banner of a website gets the most exposure, and when it has animation, it adds to the attraction. This can be extremely useful when you advertise some event you are hosting, raise funds for a cause or to highlight your unique selling points.
Another advantage we are introducing, is page-specific banners. You can have different banner settings for each page, so that every page looks unique.