Creator 2014 Genevieve Morales - Your Dedicated Virtual Assistant 1 Signing Up for Zoho Account 2014 Genevieve Morales - Your Dedicated Virtual Assistant 2 Go to www.zoho.com 2014 Genevieve Morales - Your Dedicated Virtual Assistant 3 Enter your Name 2014 Genevieve Morales - Your Dedicated Virtual Assistant 4 Enter your Email Address 2014 Genevieve Morales - Your Dedicated Virtual Assistant 5 Click on Create Account 2014 Genevieve Morales - Your Dedicated Virtual Assistant 6 2014 Genevieve Morales - Your Dedicated Virtual Assistant 7 Creating an Application by Importing an Excel File 2014 Genevieve Morales - Your Dedicated Virtual Assistant 8 To successfully upload an existing excel file to zoho, 2014 Genevieve Morales - Your Dedicated Virtual Assistant 9 lets first edit it to have a simple format. 2014 Genevieve Morales - Your Dedicated Virtual Assistant 10 Open your excel file 2014 Genevieve Morales - Your Dedicated Virtual Assistant 11 Remove existing formats and merged cells 2014 Genevieve Morales - Your Dedicated Virtual Assistant 12 Save the file in CSV format 2014 Genevieve Morales - Your Dedicated Virtual Assistant 13 Go back to Zoho and click on Import File 2014 Genevieve Morales - Your Dedicated Virtual Assistant 14 Click on Browse 2014 Genevieve Morales - Your Dedicated Virtual Assistant 15 Select the CSV file to upload 2014 Genevieve Morales - Your Dedicated Virtual Assistant 16 2014 Genevieve Morales - Your Dedicated Virtual Assistant 17 Assign the correct field type for each column 2014 Genevieve Morales - Your Dedicated Virtual Assistant 18 2014 Genevieve Morales - Your Dedicated Virtual Assistant 19 2014 Genevieve Morales - Your Dedicated Virtual Assistant 20 Click Finish when Done Zoho just created a form for your database application 2014 Genevieve Morales - Your Dedicated Virtual Assistant 21 To edit form title, go to Edit Application 2014 Genevieve Morales - Your Dedicated Virtual Assistant 22 Edit Form Title here 2014 Genevieve Morales - Your Dedicated Virtual Assistant 23 And Form Link Name here 2014 Genevieve Morales - Your Dedicated Virtual Assistant 24 Click on Access this appication 2014 Genevieve Morales - Your Dedicated Virtual Assistant 25 Click here to view the Report 2014 Genevieve Morales - Your Dedicated Virtual Assistant 26 2014 Genevieve Morales - Your Dedicated Virtual Assistant 27 Hover your mouse here and click Edit 2014 Genevieve Morales - Your Dedicated Virtual Assistant 28 Click here to Edit Display Name 2014 Genevieve Morales - Your Dedicated Virtual Assistant 29 Enter new Display Name 2014 Genevieve Morales - Your Dedicated Virtual Assistant 30 Click Access this application 2014 Genevieve Morales - Your Dedicated Virtual Assistant 31 2014 Genevieve Morales - Your Dedicated Virtual Assistant 32 The Display Name is now changed. 2014 Genevieve Morales - Your Dedicated Virtual Assistant 33 To edit or change Application Name, Go to Home 2014 Genevieve Morales - Your Dedicated Virtual Assistant 34 Click on Settings 2014 Genevieve Morales - Your Dedicated Virtual Assistant 35 Change Application Name here 2014 Genevieve Morales - Your Dedicated Virtual Assistant 36 To edit or change Section Name, 2014 Genevieve Morales - Your Dedicated Virtual Assistant 37 Go to Home 2014 Genevieve Morales - Your Dedicated Virtual Assistant 38 Click Settings 2014 Genevieve Morales - Your Dedicated Virtual Assistant 39 Go to Sections 2014 Genevieve Morales - Your Dedicated Virtual Assistant 40 Click on Edit 2014 Genevieve Morales - Your Dedicated Virtual Assistant 41 Edit Section Name here 2014 Genevieve Morales - Your Dedicated Virtual Assistant 42 Click Save 2014 Genevieve Morales - Your Dedicated Virtual Assistant 43 Click on Access this Application 2014 Genevieve Morales - Your Dedicated Virtual Assistant 44 Section Name successfully changed 2014 Genevieve Morales - Your Dedicated Virtual Assistant 45 Field Editing and Customization 2014 Genevieve Morales - Your Dedicated Virtual Assistant 46 Go back to the form by clicking here 2014 Genevieve Morales - Your Dedicated Virtual Assistant 47 Click on Edit Application 2014 Genevieve Morales - Your Dedicated Virtual Assistant 48 Click on Brandnew Amnt 2014 Genevieve Morales - Your Dedicated Virtual Assistant 49 Click on the drop down menu under Currency Type 2014 Genevieve Morales - Your Dedicated Virtual Assistant 50 Select Philippine Peso 2014 Genevieve Morales - Your Dedicated Virtual Assistant 51 Do the same for all other Currency Fields 2014 Genevieve Morales - Your Dedicated Virtual Assistant 52 Drag and Drop Drop Down Field to add a Field for Payment Status 2014 Genevieve Morales - Your Dedicated Virtual Assistant 53 Change Field name to Payment Status 2014 Genevieve Morales - Your Dedicated Virtual Assistant 54 Enter Choices here 2014 Genevieve Morales - Your Dedicated Virtual Assistant 55 You can add or remove choices by clicking on + and - button 2014 Genevieve Morales - Your Dedicated Virtual Assistant 56 Lets do the same for Batch No. field 2014 Genevieve Morales - Your Dedicated Virtual Assistant 57 Click Access this application 2014 Genevieve Morales - Your Dedicated Virtual Assistant 58 This is how the field looks like in the form 2014 Genevieve Morales - Your Dedicated Virtual Assistant 59 2014 Genevieve Morales - Your Dedicated Virtual Assistant 60 Click on Sales Reports 2014 Genevieve Morales - Your Dedicated Virtual Assistant 61 Notice the currency field was already changed to Php 2014 Genevieve Morales - Your Dedicated Virtual Assistant 62 Conducting a Record Search 2014 Genevieve Morales - Your Dedicated Virtual Assistant 63 Click Search 2014 Genevieve Morales - Your Dedicated Virtual Assistant 64 Enter invoice number here 2014 Genevieve Morales - Your Dedicated Virtual Assistant 65 Click on the drop down menu to select on a condition 2014 Genevieve Morales - Your Dedicated Virtual Assistant 66 Select Condition 2014 Genevieve Morales - Your Dedicated Virtual Assistant 67 Click Search 2014 Genevieve Morales - Your Dedicated Virtual Assistant 68 2014 Genevieve Morales - Your Dedicated Virtual Assistant 69 2014 Genevieve Morales - Your Dedicated Virtual Assistant 70 Data Editing Hover your mouse over the data you want to edit 2014 Genevieve Morales - Your Dedicated Virtual Assistant 71 Select and click Edit 2014 Genevieve Morales - Your Dedicated Virtual Assistant 72 Edit the record in the form 2014 Genevieve Morales - Your Dedicated Virtual Assistant 73 Scroll down and click Update 2014 Genevieve Morales - Your Dedicated Virtual Assistant 74 You can also do a Bulk Edit. 2014 Genevieve Morales - Your Dedicated Virtual Assistant 75 Click Search 2014 Genevieve Morales - Your Dedicated Virtual Assistant 76 Go to Payment Status column and select Is Empty condition 2014 Genevieve Morales - Your Dedicated Virtual Assistant 77 2014 Genevieve Morales - Your Dedicated Virtual Assistant 78 Click here to select All 2014 Genevieve Morales - Your Dedicated Virtual Assistant 79 Click Bulk Edit 2014 Genevieve Morales - Your Dedicated Virtual Assistant 80 Click on the drop down menu to select the column to edit 2014 Genevieve Morales - Your Dedicated Virtual Assistant 81 Select Payment Status 2014 Genevieve Morales - Your Dedicated Virtual Assistant 82 Select Unpaid 2014 Genevieve Morales - Your Dedicated Virtual Assistant 83 Click Apply 2014 Genevieve Morales - Your Dedicated Virtual Assistant 84 Press OK 2014 Genevieve Morales - Your Dedicated Virtual Assistant 85 2014 Genevieve Morales - Your Dedicated Virtual Assistant 86 All empty fields under Payment Status are now changed to UNPAID Sharing an application with another USER. 2014 Genevieve Morales - Your Dedicated Virtual Assistant 87 On the home screen, select the application you want to share 2014 Genevieve Morales - Your Dedicated Virtual Assistant 88 Click Share 2014 Genevieve Morales - Your Dedicated Virtual Assistant 89 Click on the component you want to share. 2014 Genevieve Morales - Your Dedicated Virtual Assistant 90 Enter email address of the person you want to share it to 2014 Genevieve Morales - Your Dedicated Virtual Assistant 91 Click Share Now 2014 Genevieve Morales - Your Dedicated Virtual Assistant 92 Click OK 2014 Genevieve Morales - Your Dedicated Virtual Assistant 93 Sign In on user account 2014 Genevieve Morales - Your Dedicated Virtual Assistant 94 Click on the shared application 2014 Genevieve Morales - Your Dedicated Virtual Assistant 95 2014 Genevieve Morales - Your Dedicated Virtual Assistant 96 Unsharing the Application 2014 Genevieve Morales - Your Dedicated Virtual Assistant 97 Click Share 2014 Genevieve Morales - Your Dedicated Virtual Assistant 98 Click on the component you want to unshare 2014 Genevieve Morales - Your Dedicated Virtual Assistant 99 Hover the mouse over the user 2014 Genevieve Morales - Your Dedicated Virtual Assistant 100 Click X 2014 Genevieve Morales - Your Dedicated Virtual Assistant 101 2014 Genevieve Morales - Your Dedicated Virtual Assistant 102