Just In: New estimate statuses to better track potential business

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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.

Find Nearby Customers On the Go

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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.

Find Nearby Customers on the go

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.

- Radhika

Zoho Assist and Windows 8 Hit It Off!

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windows8-zohoassist

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.

Happy supporting!

Happy Thanksgiving!

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It’s amazing how a 140-character message can brighten up our days.

Happy Customers
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.

Happy Thanksgiving!

Merry-go-round of Pictures: Introducing Carousel Of Banner Images

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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.

We have close to 20 effects to give you a wide choice of transitions. It eliminates the need for JavaScript and other technology involved in implementing these animations. Not everyone speaks JavaScript. All the proof of a pudding is in the eating. Experience it now.

Great Ideas Start As Random Scribbles

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Be it the iPhone, Statue of Liberty, Tower Bridge, or for that matter the laptop, tablet or phone you are reading this post on, their designs most probably started as a scribble.

Who knows, even Jony Ive may have drawn a rough rectangle on a paper napkin, the casual scribble causing the edges to be curved, resulting in an ‘aha!’ moment and the iPhone design took its first form (purely imagined situation).

The freedom of being able to express an idea, feeling or thought with a quick, simple sketch, is any day a more fun and easy way to unleash ideas (that mostly flash at odd times, all of a sudden) than to toil with a Photoshop tool that demands professional skills.

At Zoho, we have always been fond of the freedom to scribble. That is why we have now made it possible for you to get your fingers do more exercise than just tap on letter keys while composing emails. You can now find a scribble button in compose view when you access Zoho Mail mobile version from your iPhone, iPad, Android touch devices. Tap it to load an ultra lite drawing interface and scribble away.

We surmise that this feature will score first as a fun tool, especially with people who love to draw, like Draw Something mobile app enthusiasts.

Since it’s Thanksgiving season, you could try bringing your latent drawing skills to the fore. How about draw a cool ecard, egreeting, cartoon to your friends and loved ones or get cute while inviting someone for lunch or coffee, right from Zoho Mail compose? Here are a some samples for inspiration:

Well, fun is good but we wanted to make this feature useful for business and official situations too. We thought about how people send emails with images of bar charts, flow charts, design sketches etc., as attachments, seeking reviews and opinions while collaborating.

So we further added the ability to use any attached image as a canvas in scribble mode, when you reply to such messages. This way you can quickly express yourself by drawing on top of the image, save it as an attachment or inline in your message, hit send to reply.

 

So there! Next time you are on the move and have a ‘eureka!’ moment or even a hunch, take out your iPhone, iPad or your favorite touch device, log in to Zoho Mail on your mobile browser, scribble email the idea to your colleague(s) right away and set your idea into execution mode. Because great ideas start as random scribbles.

As always, we’d love to hear your comments and feedback on how this feature worked for you.

Bulk Print now available in Zoho Invoice and Zoho Books

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Yes, you read it right!

You can now print multiple invoices and estimates all with just one click of the button. Gone are the days when you had to babysit printing every single invoice. Now all you need to do, is go to your invoice list and sort it the way you want. Select the invoices to be printed and click ‘Print’.

Bulk Print Invoices

The Invoices will be downloaded as a single PDF file, which you can print as you wish. Just make sure you have fed the printer with enough paper.

Read more about bulk printing in our help section.

Hope you like it. Go ahead and give it a try and let us know how it worked for you.