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By: Andrew Wallace | November 14, 2017

In the second of our 'how to' blogs for setting up Outlook and Zoho Mail, we will deal with IMAP setup.


Zoho Mail is an all encompassing business email software platform from Zoho that integrates to many other Zoho office apps.


Zoho have created the video below to show how to setup Outlook with Zoho Mail under an IMAP based account.

By: Andrew Wallace | November 10, 2017

Zoho Mail is a business email app from Zoho that offers a full suite of email functionality and more, such as calendaring, tasks, contact management, notes and bookmarks and 'night mode' for you night owls out there who like to check your email at night!


In addition, Zoho Mail offers nifty streaming functions including @mentions to team members to draw their attention to emails you may want to share, instead of forwarding them around in confusing internal email loops.


The best part is that Zoho Mail integrates to Zoho CRM in a two way email synch so that you can see inbound and outbound emails with all of your leads and contacts.


One common question we get is how to set it up with Outlook. Of course we offer this service as part of our Zoho M...

By: Andrew Wallace | December 07, 2016

Here is the third of three webinars for Zoho Creator: Advanced Application Building.

Category: Zoho Tips n Tricks 

Tags: Zoho Creator 

By: Andrew Wallace | November 28, 2016

Here's the second in a series of three webinars on Zoho Creator.


This one is on 'Configuring Custom Workflows'.


Enjoy!

Category: Zoho Tips n Tricks 

Tags: Zoho Creator 

By: Andrew Wallace | November 08, 2016

We thought we should publish these excellent  videos from the Zoho Creator team which are videos of their recorded webinars on how to use Zoho Creator.


We're loving Zoho Creator, what a powerful app... for building apps! 


The videos are perfect for non technical users, we found them very useful ourselves and customers love them.


The video below is the first in a series: Getting Started with Zoho Creator.


Enjoy!

By: Patty | December 22, 2015

Building on from the last blog on using Task and Task List templates, the next step is to make templates of the whole project.


This is something that is common place when working in one vertical for example, whereby your projects consist of the same sort of milestones, same tasks each time.


You can even create the same forum topics and upload the same documents, for example, 'kick off' type documents or user guides for training. All can go into the project template to save the Project Manager time later on.


Examples of where this function can be of use are SEO projects, web development projects, Marketing projects, construction projects and many more.


Here's how Project Templates are created...

By: Patty | December 16, 2015

Creating tasks is already pretty quick in Zoho Projects but there comes a time when a project manager will need to add similar, frequently occurring tasks on similar projects and then you want to do this as quickly as possible to minimise admin time.


An example may be if you are a web design company and need to add certain tasks or groups of tasks that recur in different projects, but maybe not in every project.


Perhaps they pertain to specialised kinds of testing, or additional requirements for certain customers, but do not warrant being in a project template (see our next blog on the Zoho Projects functions for details of that!)


You can add these kinds of similar tasks via 'task and task list templates' in Zoho Projects, saving time and m...

By: Patty | December 08, 2015

Zoho Projects integrates with Zoho CRM allowing you to create and access projects from the CRM once the sale has been won... Here's how:

By: Patty | December 03, 2015

Wondering how to best use the Milestone and Tasks modules in Zoho Projects?


Here's a neat video from Zoho on how to manage those Milestones, Task Lists and Tasks from within Zoho Projects.

By: Patty | November 24, 2015

We thought we would run a series of video blogs on one of Zoho's most popular small business apps, Zoho Projects.


This first short video from Zoho explains how to get started, including basic concepts and how to setup your first project...