Zoho Challenge: Export Questions from Question Bank

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Zoho Challenge users have this oft repeated query, “How do I export my questions from Zoho Challenge?” We have addressed this by introducing the “Export Questions from Question Bank” feature. Using this option, you can export all your questions as a CSV file and Zoho Challenge will send you an email, with the exported questions as an attachment. 



The above feature also solves the other requirement that Zoho Challenge users typically have – copying bulk questions from one question bank to another. For this, you can export your questions from one question bank and import them back into the other question bank.

Note:

  • Import/Export feature is available from the Standard plan.


  • You can import/export about 1,000 questions at a time. 
Try the new Export Question Bank feature in Zoho Challenge.

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Learning how to get more out of your CRM system every week

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Dave Monk is the CEO of the IT consulting firm ArcSource. His company’s CRM system has evolved over time. First being completely in his head, to a homegrown system for tracking clients’ technical needs, to a full-blown CRM solution for current and prospective clients.

Business: ArcSource is a 12-year-old IT support and consulting business. They act as the IT department for a couple of hundred companies that are too small to have their own IT department.

The challenge: For five years Monk’s firm failed at managing new project opportunities or tracking customers throughout their life cycle. All they had done was build some homegrown stuff to track certain client information, such as technical specs, that were necessary for doing their job. After that, they had nothing.

“When we started everything was being tracked in my head.…


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Dashboard: US Economic Indicators

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Articles about the state of the economy in the media invariably feature one or more graphs. Say how the GDP has fared over the last few quarters or how the inflation has been over the last few years. Various government agencies are involved in publishing these indicators. Sites like http://www.data.gov, http://www.bea.gov, http://www.census.gov etc publish lots of such data regularly. The difficulty here is that you might get overwhelmed with loads of data. You can get lost in searching for what you want across multiple sites. So we thought of putting some of the important indicators all at one place, as a Zoho Reports dashboard.

You can mouse over/click a bar or a point to see the underlying data. Let us know if you would like any other metric to be included in the above dashboard. The whole reporting database is available here.…


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Zoho Creator and The Playwrights’ Center – The Plot Thickens

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Premise:


 


The Playwrights’ Center focuses on both supporting playwrights and promoting new plays to theaters across the country. Significantly, they offer over $200,000 in fellowships to writers and theater artists each year. They also organize workshops where playwrights can get together with actors and directors to see their script at work, and manage several other programs that help playwrights get connected and build their careers. As they work closely with theaters, actors, directors, and writers, they have an advantage when it comes to advocating for artists and promoting them.


 




Flashback:


 


Way back in 1971, five playwrights were seeking professional assistance and support.

The Playwrights’ Center was founded by these five writers to help them secure productions of their plays, and later expanded to offer multiple forms of support and professional assistance.…

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Zoho Support’s Customer Portal – New Enhancements

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Zoho Support’s Customer Portal, the exclusive interface for your customers to submit and track their requests, just got better. A couple of weeks back, we introduced custom themes support for the customer portal. Today, we are happy to roll out a new set of enhancements to the customer portal, like allowing your customers to view their organization tickets, customizing the portal invitation and configuring the default language.


View Organization Requests in the Customer Portal

All this while, users logging into the customer portal could view and track only the requests submitted by themselves. Now, in the enhanced customer portal, they can also view the requests submitted by others in their organization. Apart from viewing, they can also post a reply and track the status of the requests. This would avoid duplicate requests about similar issues getting posted from an organization, which in turn will significantly reduce the overall number of incoming requests coming into your support portal.…


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Getting Organized – Google Tasks integration with Zoho CRM and Zoho Projects

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We’ve continuously been working on adding more enhancements to Zoho applications in

Google Apps marketplace. Just last week we announced “Zoho CRM Contacts/Calendar sync with Google Apps” and got great feedback. Today, we’re very excited to announce Google Tasks integration with two of our top products in Google Apps marketplace,

Zoho CRM and

Zoho Projects.

This integration provides a unified platform for tracking all your tasks in one place. Usually, users tend to maintain sales related tasks in CRM application, projects related tasks in project management app and personal tasks in another application. The confusion arising out of such multiple platforms can now be avoided with this integration.

Here’s a quick run through on the technical details of the integration:



For most of us, emails are an integral part of our day-to-day activities.…

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Just In: Resource Utilization & Editable Gantt charts

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Employees are considered the most valuable assets of an organization. The ability to deploy employees effectively against projects enables organizations to utilize and maximize employee productivity. For this, project managers need an efficient system to place the appropriate employees in the right teams at the right time.

Project managers often face questions like how the work to be performed by a team is to be captured, who estimates the amount of effort required, where this information is to be stored and reviewed for accuracy etc. There are no magic shortcuts. You need the right tool that can capture and show the resources utilized within or across all projects of your organization.

The latest update of Zoho Projects offers this crucial feature called Resource Utilization chart, that accurately captures all of the above in a single place.…


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