Zoho Recruit features Custom View and Bulk Update

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At Zoho Recruit, over the last few weeks we’ve been working on two new features – Custom View and Bulk Update. Today we are happy to announce the availability of both these features.

Custom View

Zoho Recruit’s Custom View helps you to filter data with multiple criteria and save it for future reference. For instance, lets assume these two scenarios that you often get requirements from your clients/department heads:

1. Candidates who are located in Newyork with 5 years of experience with Java
2. Candidates Age (no:of:days since the candidate is created/updated in Zoho Recruit)

In such cases, instead of keying in the details everytime into the Advanced search, you can quickly create a custom view by specifying these criteria, which will list all the related candidates. The custom view that is created is automatically saved, so you can quickly refer to it whenever required. And not only that, the custom view content is automatically updated each time when you open to find the details.

 


Zoho Recruit allows you to create multiple custom views, providing the edit, delete and clone options along with it. 
Let’s also take a look at the other options available in Custom View:

Displaying Custom Views
You can choose to display each custom view either in Gird or Summary with the required fields.

Specifying Criteria
Zoho Recruit allows you to create custom views with multiple criteria by specifying the field name, condition and value. You can also define the criteria using the AND OR combinations. The Criteria pattern helps you get a glimpse of the custom view result for the defined criteria.

Sharing Custom Views
Zoho Recruit provides three different custom view sharing options, which helps you to define the users accessibility. 
  1. Allow all users to access the custom view 
  2. Keep the custom view private to yourself
  3. Share the Custom view to users individually or based on the roles 

Bulk Update

The bulk update feature enables you to simultaneously update information to a group of candidates, job openings, clients and client contacts. 


For example, lets say you want to associate multiple tags for a group of candidates. To perform this action, previously you had to associate only one tag at a time for a group of candidates, but now with bulk update you can associate multiple tags for a selected group of candidates in one go. 


Apart from this you can also perform the Bulk Update action for 
  • Publishing and un-publishing job openings
  • Changing clients primary contact
  • Removal of tags
  • Changing the owner
  • Changing the candidate source and many more.  

Try these new features and let us know what you think!

Accounting for Bad Debts

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In any business, customer is king. When an invoice
is sent out to our customers, we always predict that the customer is
going to pay us back. There are times when we know that the payment
isn’t going to come through, like when the customer goes out of
business or has a rough patch.
It is a good practice to write off the amount due, when it is unlikely that customer is going to pay us back. Hence, we included ”Write Off” to Zoho Books and Zoho Invoice recently. 

The
process behind writing off an invoice is simple. Let’s see how this
works with an example. Consider that Mark, your customer has an
outstanding balance of $500 from a single invoice. Mark has gone out of
business and he’s told you he wouldn’t be able to pay up. Your reports
keep including the balance due from Mark on all important reports.


Now
all you do is simply go to the “Invoice Details” page and click the
Write Off option. Once the invoice is written off, the balance due for
Mark shows up as $0 and your reports give you the actual figures.
Besides this, when
an invoice is written off, the amount is
recorded as an expense. Hence your profit and loss figures are accurate
and you wouldn’t need to go through the rigmarole of transferring
balances etc
.



In Zoho Books, the amount written off from an invoice is added on to the Bad Debts account.

This
is a neat little way to deal with bad debts, which we hope our customers must seldom use.
We will be back with loads of product updates in the coming weeks.
Until then, keep up with what’s cooking with us via Twitter and
Facebook. We are quite the social junkies these days.

Zoho Invoice’s iPhone app clinches the deal for Pesav.com

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You would have earlier read the Zoho Invoice customer success stories of M2i3, SAMTEQ Limited, etc.

Today, we are proud to present Mr. Davide Peri, Owner,


pesav.com
, an IT Services and Consulting firm. He would be reminiscing on why he chose

Zoho Invoice
 for his company’s invoicing needs.

Head straight to Mr. Davide Peri:

——————————————————————


The Challenge


Before Zoho Invoice, we invoiced our clients using a software that we created on our own for our internal use. Over time, most of our clients began requesting for an invoicing solution as well. So, our development began to focus on meeting our client’s needs instead of our own. Our goal was to create an invoicing application that was easy to use, simple to configure, required no maintenance and included some basic functionality.
Given
the scope of our business, our fundamental challenge was, finding the
time to develop and refine a consumer-oriented invoicing application.
The project started to take on a life of its own, and began to intrude
on our other projects and development work.


Zoho Solution

At some point during our own development, we found Zoho Invoice through a search on Google.

Simply put,  Zoho Invoice met our design goals and had better prices than we would be able to offer our clients. We shut down our own invoicing application project and migrated to Zoho Invoice (internally) and began recommending Zoho Invoice to our clients who had expressed interest in our invoicing app.

The best features for us, are the mobile access via Zoho’s iPhone app and the integration with Google Apps. The

Zoho Invoice iPhone app
 gives us access to all our accounting information, everywhere we go.

Continue to

read
 on how Zoho Invoice created an impact in his organization.




Already got Google Apps? Want to see invoices in your iPhone? C
lick the button below.


Announcing Zoho Docs – Google Chromebook integration

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When Google launched the Cr-48 Chrome notebooks, they invited Zoho to be a part of its pilot program. We even gave away Cr-48 notebooks to some of you. We do hope that you have been putting your Cr-48s to good use and have been getting the most out of cloud computing :)

Today, the first commercial Chromebooks have started shipping in the U.S. Those of you who missed out on the pilot program can get your own Chromebook now.

Here’s how Zoho is a part of this launch. If you had followed the Day 2 Keynote at Google I/O you might have noticed that Google’s Chrome operating system now includes some major updates and newer features. The most notable among them is the addition of a file manager. The file manager is a very simple one and looks a lot like the file manager systems in Windows or Mac.

We’ve come up with a Chrome extension, that allows users to upload and view their documents in Zoho Docs. This applies not only to the downloaded files, but users can also upload files from their pen drives to Zoho Docs. As you know, we do let users login to Zoho with your Google credentials which means you try this extension with your Google credentials.

You can learn more about this extension from this page. As always we’d love to hear your feedback. If you’ve any questions please post it here. We’re all ears!

Thanks to Google team for their wonderful API and documentation which has made this extension possible!!

Capture Bank Charges for Invoice Payments

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You can now capture the bank charges for payments in both Zoho Invoice and Zoho Books.

Most often, when you receive payments from your customers via bank remittances or transfers, you may not have received the amount in its entirety. Most banks deduct a charge for the transaction. For instance, if you had sent an invoice for $300 and your customer pays back via a bank remittance, the bank may deduct a $2 or $3 as a transaction fee for this remittance. Until now, there was no option to capture these bank charges.

With this introduction, you will be able to capture the bank charges right at the time of recording a payment as you see in the screen capture below. You can also read more about this in our product help section.

It takes only a minute for you to try the feature and another minute to let us know how much you like it. We’ll be back with another addition very soon. You can network with us and other Zoho users on Twitter and Facebook.

Explore Zoho Reports Series: Part III – Form Interface using Zoho Creator

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In Zoho Reports, data is stored as database tables. Unlike in conventional databases, this tabular data can be readily edited in Zoho Reports, using its spreadsheet-like interface. When new data is to be entered, it would be possible to do so using this interface. But wouldn’t it be easier and more functional if we had a form interface? There can be situations where data entry has to happen without the user seeing the whole database.

Enter Zoho Creator, our friendly online app creator and form builder. All you have to do is follow three simple steps as below to get your form interface.

  1. Create the form using Zoho Creator’s drag-and-drop interface.

  2. When creating the form, uncheck the ‘Store data in Creator’ option

  3. Include a short Deluge script that instructs Zoho Creator to directly store data in Zoho Reports.

Once the above is done, you can start entering data in the Zoho Creator form, see it getting collected in Zoho Reports and create all the reports you need in Zoho Reports as usual. Detailed documentation of how to go about this is available here. In case of any questions/clarifications, leave your comments or email us at support@zohoreports.com.

Note: While the above is for Zoho Reports users, in the past, we have had a couple of integration points for Zoho Creator users (where the web app is built using Zoho Creator and all data gets stored in Zoho Creator itself).

  • Zoho Creator has an in-built ‘Reports’ tab (that’s powered by Zoho Reports) which provides all the necessary reporting for your data.
  • If you wanted to use the full features of Zoho Reports, you can periodically export your data from Zoho Creator to Zoho Reports, for further reporting and analysis.
More about the above two options here.

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OneSaas integrates with Zoho CRM (Announced at CeBIT Australia, 2011)

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OneSaas is a Software-as-a-Service cloud integration platform that is designed to solve the challenges of integrating separate Cloud-based or On-Site software solutions. By integrating popular platforms from CRM, eCommerce, Invoicing, Email Marketing, Event Management, Project Management and Accounting, OneSaas gives you a way to simplify and optimize your business processes.

This is a guest post by Corneliu Tusnea of OneSaas.

When your business data like contacts, invoices, and product inventory is in the cloud, you can work from anywhere.

And you can use your favourite tools, such as Zoho CRM to stay on top of client sales, MailChimp for email marketing, and Shopify to host your online store. But what happens when your business data lives in two or three different Saas applications? Changing a customer address in one system means the others are out of date: Hello unhappy customers! To fix that problem you had to build custom integrations between the different Saas systems, and maintain them when systems changed. What a pain!

Enter: OneSaas.

OneSaas provides integration as a service, connecting your favourite web apps together so that you are never out of date. Now, when you update a contact address in Zoho CRM that is automatically connected to Shopify and MailChimp or the other 30 web apps currently supported or under development (spanning CRM, eCommerce, Invoicing, Email Marketing, Event Management, Project Management and Accounting), OneSaas gives you a way to simplify and optimize your business processes so that your whole Saas system works together: Hello happy customers!

What’s more, it means your data is always right, customers get their packages at the right address, your accountant loves that your numbers are up to date, and you can get on with running your business.

Zoho CRM is now integrated with OneSaas, and here’s a video of the announcement made at CeBIT Australia, 2011.

Learn more about this integration here.

What do you think about this integration? Do try it and let us know!

- Corneliu Tusnea