Video – ZynBox Log a Meeting, Call or Task
- 10Frequently Asked Questions
- I Need a Demo of ZynBit
- How Do I Get Help for ZynBit?
- How Can I Disconnect and Reconnect my Inbox Sidebar
- Why doesn't ZynBit show me logged in when I reopen Outlook?
- I Signed Up with ZynBit but I Want to use Sign-In-With-Salesforce Now
- ZynBox – Codes in URLs
- What does "Unable to retrieve account details" mean?
- Why Does ZynSync Stop Working When Salesforce or Email Passwords Change
- How do I Whitelist the ZynBit.com Domain?
- How do I change the fields that are required to file email?
- 37Release Notes
- Release Notes – ZynBit 4.2019
- Release Notes – ZynBit 12.2018
- Release Notes – ZynBit11.12.2018
- Release Notes CRM API 09.06.2018
- Release Notes Web Portal 10.14.2018
- Release Notes Web Portal 09.09.2018
- 21ZynBox
- 7Gmail
- Release Notes OWA, Gmail 10.15.2018
- Release Notes ZynBox OWA and Gmail Release 08.19.2018
- Release Notes ZynBox OWA and Gmail Release Version: 2.0.16
- Release Notes ZynBox OWA and Gmail Release Version: 2.0.15
- ZynBit for Gmail – Summer Release 2017
- ZynBit Release Notes – August 2016
- ZynBit Release notes – July 2016
- 8Outlook Desktop
- Release Notes ZynBox v. 3.6.3.91
- Release Notes – ZynBox v. 3.6.2
- Release Notes – ZynBox Outlook Desktop v. 3.6.0.79
- Release Notes ZynBox 02.26.2018
- ZynBit Release Notes – Spring 2018
- ZynBit Release Notes – October 2017 Outlook Desktop
- ZynBit Release Notes – December 2016
- Zynbit Release Notes – October 2016
- 6OWA
- 5ZynSync
- 4ZynCal
- 1ZynMobile
- 10Installation and Setup
- 19ZynBox Sidebar
- ZynBox Cheat Sheet
- 4Videos
- 11Core Features
- Attaching Emails to Opportunities – Quick Reference Guide
- Understanding the ZynBit Task Pane
- ZynBox – Get Started with ZynBit for GMail
- ZynBox – Get Started with ZynBit for Outlook Desktop
- Create a Salesforce Contact and Account from Email
- File an Email and Attachments to Salesforce
- Can I File Emails to Multiple Contacts?
- Log a Call to Salesforce from within Email
- Add a Task or Event to Salesforce While in Email
- Edit a Salesforce record from within Email
- Convert a Salesforce Lead to a Contact
- How Do I Save an Email in Salesforce when Composing it using OWA plugin?
- Search Salesforce using ZynBit
- Showing the "Filed with ZynBit" Category
- 7ZynCal Assistant
- 8ZynSync Auto-sync
- ZynSync Cheat Sheet
- Video – Email Sync
- Calendar Sync – Between Email and Salesforce
- Contact Sync – from Email to Salesforce
- Contact Sync – Salesforce to Outlook and Gmail
- Email Sync – from Inbox to Salesforce
- Task Sync – Bewteen Email and Salesforce
- Why Does ZynSync Stop Working When Salesforce or Email Passwords Change
- 4ZynMobile
- 14ZynBit Administrator
- Managing your ZynBit License
- How Can I Create Users With Salesforce Import?
- Onboarding ZynBit Users
- How do I Reassign ZynBit Licenses?
- Granting ZynBit Administrator Rights to Additional Users
- ZynBit Check-out Tips
- How Do I Change the Credit Card used for Payment?
- 4ZynBox Sidebar
- 2ZynSync Auto-sync
- 1ZynCal Assistant
- 12IT Administrator
- What are the Software and Hardware Prerequisites for ZynBit?
- How do I Whitelist the ZynBit.com Domain?
- Citrix or Terminal Server Deployment of ZynBox
- MSI Deployment of ZynBit for Outlook Desktop
- Chrome Enterprise Deployment
- Deploying the ZynBit OWA add-in for Admins
- Setup Instructions for ZynIQ Web Tracking
- Configuration Settings File and Options for Outlook Desktop
- ZynBit is Running Slowly. What Can I do to Improve Performance?
- How do I Setup an Exchange Impersonation Service Account?
- How Do I set up a Delegated Service Account in Exchange?
- How do I setup an Exchange Service Account in ZynBit?
- 8Salesforce Administrator
- Salesforce Integration Overview for CRM Admins
- How do I Setup a Salesforce Service Account?
- How do I Know People are Using ZynBit?
- How do I Configure Notifications and Reminders?
- How do I change the fields that are required to file email?
- Managing ZynBit Display Fields
- Improved Contact Recognition and Loading Speed
- ZynBit is Running Slowly. What Can I do to Improve Performance?
- Sales Rep
- ZynBox Sidebar
- Video – ZynBox Log a Meeting, Call or Task
How to log a Call, Meeting, Event or Task
