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.
 

Launching a Zoho Recruit Plug-in for Microsoft Outlook

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ms-outlook3
Many recruiters use both Applicant Tracking System and Microsoft Outlook for recruitment. Applicant Tracking System helps in tracking applicants and Outlook for emails, contacts and appointments. Using two different tools is tedious and time consuming. To ease the recruitment process, we decided to implement an integration to help you save time and be more productive. 
Today, we are very excited to announce the long awaited and much requested integration between Microsoft Outlook and Zoho Recruit, which will help you to complete your task faster and more efficiently.
Using the new Microsoft Outlook Plug-in you can:

 

  • Easily add multiple candidates and contacts from incoming emails directly to Zoho Recruit.  This eliminates the need to manually key-in the details
  • Associate candidate to job openings directly from Outlook to Zoho Recruit
  • Automatically saves a copy of the e-mail into the specific candidate’s or contact’s record
  • Parse attached resume from e-mails directly to the Zoho Recruit
  • Store and track all your e-mail conversations with candidates and contacts in their respective records using the “Add Email” option
  • Fetch all your events and appointments from Zoho Recruit and add them to your Outlook
Check out our online help pages for how to install and work with the plugin.

Try it, and do let us know what you think of this new feature. You can post a comment here or send us an e-mail at support@zohorecruit.com



 

Zoho Invoice Success Stories From Far East

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For Japanese, the quest for perfection is ingrained in all walks of life. Be it the high end technological creations or the simple art of skillfully wrapping a gift. Their motto is to achieve the highest quality possible. Even in the realms of business, they seek to constantly improve their processes for the better. Invoicing is an integral part of every business’ framework. We at Zoho Invoice are happy to see  our efforts being acknowledged even in the far east.




Our colleagues had interviewed two Japanese business partners who had tried, tested and found Zoho Invoice easy to use. Find below an excerpt from their interview:




Promission Ltd and Ishin Corporation provide services in the field of business consulting and IT support (implementation of iPhone and iPad for companies). Both companies are members of the Apple Consulting Network. Mr Nakamura who runs ‘Promission Ltd’ also provides consultation on business improvement planning. He found Zoho Invoice in the Google Marketplace. At first, he signed up for a free trial and it was an instant hit!



Mr. Nakamura says,

 I find the application to be ‘really cool’ and keep recommending it to my friends for their invoicing needs.




Zoho Invoice has reduced the manual work and increased productivity for his company. Ability to invoice anytime and anywhere has brought an edge to his style of work. He also says,”Creating estimates and invoices in excel was not easy. But I knew, to run the business, I needed to make it more efficient.”






 

Mr Toyoshige Oki, CEO of Ishin Corporation is a business partner and friend of Mr. Nakamura. They offer, consultation on effective ways to use  social media and help with implementing cloud computing applications. During one of their meetings, Mr Nakamura (now a self proclaimed Zoho Evangelist) recommended Zoho Invoice to Mr Oki. He says,”SMB companies like ours want to use software application as a service, as we don’t want to have any software asset.” Quite impressed by the features and cost effectiveness, both companies are now paid users of Zoho Invoice.





M

r. Oki says,


 

Zoho Invoice follows the standard operation flow and I didn’t have to do anything special. I just followed it and create estimates/invoices. No need for customization at all




Click here

to find



out how

Promission

and

Ishin

use Zoho Invoice for their invoicing.

New in Zoho Sheet: Repeat Action, Insert Cut Rows and Hyperlink

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We have been regularly adding new functionality to Zoho Sheet. Here are 3 more cool features that are now available:

F4 – Repeat Last Action:

Are you tired of doing the same action repeatedly on your spreadsheet – actions such as deleting the blank rows or applying the same style? If yes, then you will love this functionality. Using the keyboard shortcut F4, you can quickly repeat the last action performed, such as applying cell styles, formats, row/column operations, etc., on a different set of cells.

Insert Cut / Copied Rows and Columns:

Have you felt the need to move (or copy) your rows or columns around? You can now easily do it by doing a ‘Cut’ followed by ‘Insert Cut Rows Above’.

Hyperlink Enhancements:

Our ‘Insert Hyperlink’ functionality now lets you create a hyperlink to a cell / cell range / named range / worksheet. You can even create dynamic hyperlinks using the HYPERLINK() function.

To learn more about these new features, head to our discussion forum.

Here is a screen cast video highlighting the usage of these new features.