It’s Out! Zoho Support’s Brand New Setup UI.

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It’s been a year since Zoho Support was launched. Our customers used it, liked it, gave us feedback- positive and negative, asked for new features, made suggestions and proposed ideas. This is what we came up with: a new Setup UI, with a clean, compact look designed to help you set up your Zoho Support account easily.


What’s Changed?
Here’s a quick list of what has changed:
  • We’ve gone monochrome…kind of: We decided to go monochrome and retain the use of the Zoho colors. There’s no specific reason for this :). We thought that the yesteryears look will add some pizzaz to our UI. What do you think?

  • Better Organization: We have re-organized the options available in the Setup UI. We now have main options that comprise groups of sub-options. For example, we have an option called Rebranding. The sub-options available under Rebranding include LogoDomain Mapping and Portal Name.

  • Easier Access: It is easier to access the various options required to set up your Zoho Support account. When you click on a setup option, you can view all the options grouped under it. This allows you to switch from one option to another easily. You can also access the Setup options from the bar on the left-hand side of the Zoho Support UI.
  • Simplified SLAs and Workflows: Earlier, you had to create SLAs and associate them with contracts and support plans created for accounts. Now you can create SLAs and associate them directly with accounts. The process of setting up a workflow and associating alerts and tasks to it is much simpler in the new setup.
Check out our new UI and let us know what you think. You can leave a comment here or send us an e-mail at support@zohosupport.com.

Save your Time with Templates and Weekly Timesheets

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Have you ever asked yourself how you will ever accomplish that load of work in a faster and an effective manner? Are you having difficulty in meeting deadlines set by your boss? If you try to complete it all in one day, you will most probably end up disorganized and overwhelmed. 

There is an essential tool that will help you to work more efficiently – a project template

This tool keeps your tasks more organized to effectively accomplish your project goals on time and of course helps combat those feelings of overwhelm and not being in control.The core purpose of a project template is to capture, to the greatest extent possible, all the actions that needs to be accomplished right from the inception of a project till its completion.
A project template :


  • Gives you a big picture of what has to be done next in a project

  • Eases the burden on the project team as they help save time, effort and money

  • Helps the project team in streamlining the project in a far more effective manner

  • Structures communication and engagements ensuring the final product is of high quality
With this latest update, we’ve included the most requested task dependency view
as part of the template for better managing the tasks. While creating a project from a template, now you can make use of shift dates option which automatically shifts dates for tasks, forums and comments in a project.Learn more about this at Templates in Zoho Projects.


Weekly timesheet saves you time and effort

Peep into your timesheet tab and you’ll spot our brand new addition, Weekly Timesheets. This new weekly time entry has been developed with the needs of your team in mind – it allows your team to effortlessly log working hours which saves you ample time and effort in time entry.


Earlier, the only supported format of time entry was with a colon i,e 3:30. We’ve now extended that further to include support for more time entry formats.


For Example
, if you enter 3.75, our timesheets will automatically interpret the entered time has 3 hours and 45 minutes.Learn more about the new weekly timesheet and supported time entry formats at
Weekly Timesheets


Well, now it’s up to you. Login into our project management software and start building your project templates for a better time management.

Also let us know what other features you are looking for as part of templates and timesheets which would save your time as comments here or mail us at support@zohoprojects.com

SMBs create new business models with social CRM

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CRM makes sense for optimized marketing and reputation
building, but as SMBs are discovering social CRM, they’re actually creating new
business models, explained Brent Leary, co-founder and partner of CRM Essentials and author of a recent
research paper on SMBs and social CRM.

Leary goes on to explain that we’ve had adhoc examples of
companies using Facebook and Twitter to engage with customers, but now we’re
seeing a shift to make social CRM more strategic to business development. Here
are a couple of examples Leary noted:

Community as extension of
employee base:
SMBs are consciously growing communities allowing the
participants to act as an organic service and sales force.

Extend products and services:
Using feedback from the community, SMBs are pulling in different cloud services
to create new offerings.

The Smart Way to Share your Business Reports

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Consider this. You have created a beautiful monthly financial report using Zoho Reports, that you need to share with your CEO and the various business heads of regions. The CEO would like to see the data across regions while the regional heads would like to see the data from his/her own region alone. Previously, you would have made multiple copies of the report you created and shared a report each, to your CEO and to each business head. Now, this has been made simpler. You can apply filter criteria for each of the users you are sharing the report with and achieve it all with just a single report. This brings in two big benefits:

  • Avoid unnecessary crowding of reports due to duplication
  • More fine-grained control over data that is being shared

Filter Criteria‘ is accessible from the Sharing wizard. You can refer to the help documentation here. Use the new sharing filter criteria in Zoho Reports and see many of your old duplicated reports all cleaned up. Let us know how it goes.

The Best of Business Advice – From our Customers!​

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“Don’t think about great ideas, think about people’s needs.”

El Mau Nuñez

“Cash Flow is Not a Paycheck” – Allen Gardner

“Great service means repeat business.” – Carol Ann Harstad

“Get out of your office and meet your potential clients.” – Jennifer Unruh

“Don’t wait, it’ll never happen if you don’t start.” – WireSpeed Systems

“If it ain’t profitable, it’s a bad business” – Duncan Yip

“Take a holiday…” – Martin Grill

Those are valuable pieces of business advice from our customers on Facebook.

What’s the best business advice you’ve ever received? Tell us, by dropping a comment here!

A Faster Way to File Bugs in BugTracker

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Bug tracking is something software development teams deal with on a daily basis. For most developers, it is a frustrating experience to submit, organize and then fix bugs day in day out. And over a period of time this can become a tedious, repetitive and time consuming process for developers which might lead to delay in addressing their customer needs.

On a similar note, we got a request from one of our user:



Can we add or create a web form for our customers within our website (this is how we currently manage our projects and communicate with customers).  I would set up an additional tab within my customer site — called “Submit a Ticket”.  can we do this ?
Well, now Zoho BugTracker solves this challenge by eliminating the need to file bugs without actually logging into BugTracker with the

Web to Bug form.



The
new Web to Bug form offers the best way to submit a bunch of bugs much
faster than usual. With this, your team becomes much more efficient and
productive by focusing their complete attention on just one core
activity:



fixing bugs


                 








Where can you find this option?


Just login to your BugTracker, go to

Bugs Settings

and there you can find the option to create your own customized web to bug form. Generate the


iFrame code


snippet for this Web to Bug form and embed that in your website. So from now on, the bugs filed in that form gets automatically populated in your bugs database.


Note:

Web to Bug form is available for Enterprise and Premium customers and is accessible by Portal Owner, Admins and Managers.




Learn more about this feature at

Web to Bug form


Here’s the summary of other important features rolled out as part of this update :


Rename bugs tab


Great news for everyone ! You can rename your bugs tab. We had lots of requests coming from users, asking for the tab name to be renamed and finally it’s here. Start renaming your bugs tab

e.g: Tickets, Issues

like the way you wish.

Note:

This feature is available for all paid plans and is accessible by Portal Owner, Admins and Managers.



Export your bugs with description


Export your bugs instantly in the desired formats (xls/csv) along with a description. This new option to include the description helps you to figure out the bugs being exported at a glance.




Finally, refreshing new look for Bugs



With this update, your bugs view and bug details page has evolved to better reflect how you actually work with your team. Now you can easily customize columns in Bugs view and of course add a resolution or changesets using contextual pop-ups with ease.



To get started, visit

http://www.zoho.com/projects/help/view-issues.html

While you start using these new features to fix your bugs fast, we will be back soon with a very interesting feature to talk about. Until then, enjoy

bug tracking

with Zoho.
Ofcourse, we’re all ears at

support@zohoprojects.com

Why I Am a Businessman and Why My Employees Are My Heroes

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(picture courtesy: The Hindu online)
That scene above is from the suburb of Chennai (Tambaram) where I grew up, where my parents still live, but in reality, it could be anywhere in India. We get monsoons this time of the year every year, yet, every year this is how it looks for a few weeks. 
I am in business because I believe there is really only one solution. We need 25x more businesses, 25x more jobs, 25x more infrastructure before India could be considered a livable country. I hope to live to see a day when one city, just one fucking city, in India will offer a world-class quality of life. Today, almost no city in India comes close to offering what would be considered an acceptable quality of life. That is why I wake up everyday and go to work, because my dream is to create sufficient profits to directly fund the infrastructure we need to live a decent life.
That crazy idea, directly funding infrastructure out of profit, would practically get me thrown out of my job in a nano-second if Zoho were a public company. That is why I don’t take venture capital and won’t ever take my company public. The good news is we have decent profit, and as we grow, my plan is increasingly becoming less and less crazy. 
But it is not really about me. I live the good life. It is my employees in Chennai that are the true heroes. Every single one of them go to work under these conditions – and I am going to be there tomorrow. Scenes like these are literally everywhere in Chennai. Our people write code,  support customers, teach and learn from each other, all under these conditions. The fact that our people ship the products they do under these conditions is a testimony to the resilience of the human spirit. I grew up in exactly these circumstances, but I still think of it as nothing less than a miracle that we are able to do the work we do.
My employees are just like people in that picture. The are hard working good people, forced to live under a broken system. Governments in India are famous for a singular lack of vision and imagination. In that picture, for example, you would think the local municipal body would be responsible for the civic infrastructure. No, that would be too obvious and too sensible, and of course that is how any functioning system anywhere in the world would work. In India, financial responsibility for that road would be divided between the state government, which manages the affairs of only 70 million people and the central government (because there is a railway line in the picture, and railways are all run by the central government, including the local train network of Chennai). The local municipal entity is powerless and broke, and it exists to basically receive petitions and forward them to the state or central governments – well, when they get out of their wheeling and dealing to getting around to doing any work at all.
We have ministries and departments for everything under the sun, from condoms to condiments, from rain forests to railways, from fisheries to fertilizers, from information technology to imaging satellites. Except that we don’t focus on basics like roads, sanitation or drinking water, because, well, that would be too obvious and too sensible. Ronald Reagan’s dictum “Government is not the solution to our problems, government is the problem” applies with astonishing force and clarity in India. That is why I am a businessman.
PS: You want to see more pictures like this, here is a slideshow from the Hindu.