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Creating a Simple

Database with Zoho


Creator
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Signing Up for Zoho Account
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Go to www.zoho.com
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Enter your Name
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Enter your Email Address
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Click on Create Account
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Creating an Application by
Importing an Excel File
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To successfully upload an
existing excel file to zoho,
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lets first edit it to have a
simple format.
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Open your excel file
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Remove existing formats and
merged cells
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Save the file in CSV format
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Go back to Zoho and click on
Import File
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Click on Browse
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Select the CSV file to upload
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Assign the correct field type for
each column
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Click Finish when Done
Zoho just created a form for your
database application
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To edit form title, go to Edit
Application
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Edit Form Title here
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And Form Link Name here
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Click on Access this appication
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Click here to view the Report
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Hover your mouse here and click
Edit
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Click here to Edit Display Name
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Enter new Display Name
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Click Access this application
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The Display Name is now changed.
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To edit or change Application
Name,
Go to Home
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Click on Settings
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Change Application Name here
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To edit or change Section Name,
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Go to Home
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Click Settings
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Go to Sections
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Click on Edit
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Edit Section Name here
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Click Save
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Click on Access this Application
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Section Name successfully
changed
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Field Editing and
Customization
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Go back to the form by clicking
here
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Click on Edit Application
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Click on Brandnew Amnt
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Click on the drop down menu under
Currency Type
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Select Philippine Peso
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Do the same for all other Currency
Fields
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Drag and Drop Drop Down Field to
add a Field for Payment Status
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Change Field name to Payment
Status
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Enter Choices here
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You can add or remove choices by
clicking on + and - button
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Lets do the same for Batch No.
field
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Click Access this application
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This is how the field looks like in
the form
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Click on Sales Reports
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Notice the currency field was
already changed to Php
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Conducting a Record Search
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Click Search
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Enter invoice number here
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Click on the drop down menu to
select on a condition
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Select Condition
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Click Search
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Data Editing
Hover your mouse over the data
you want to edit
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Select and click Edit
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Edit the record in the form
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Scroll down and click Update
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You can also do a Bulk Edit.
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Click Search
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Go to Payment Status column and
select Is Empty condition
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Click here to select All
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Click Bulk Edit
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Click on the drop down menu to
select the column to edit
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Select Payment Status
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Select Unpaid
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Click Apply
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Press OK
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All empty fields under Payment
Status are now changed to UNPAID
Sharing an application
with another USER.
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On the home screen, select the
application you want to share
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Click Share
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Click on the component you want
to share.
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Enter email address of the person
you want to share it to
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Click Share Now
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Click OK
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Sign In on user account
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Click on the shared application
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Unsharing the Application
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Click Share
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Click on the component you want
to unshare
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Hover the mouse over the user
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Click X
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