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ZynBit Knowledge Base
11
Frequently Asked Questions
How Can I Change a ZynBit Password?
Disconnect and Reconnect ZynBox
Why doesn't ZynBit show me logged in when I reopen Outlook?
Transitioning from Sign-In-With-ZynBit to Sign-In-With-Salesforce
Changing the fields that are required to file email
ZynBox – Codes in URLs
What does "Unable to retrieve account details" mean?
ZynBox – What Does Field Integrity Exception Mean?
ZynSync Stops Working When Salesforce or Email Passwords Change
Whitelisting the ZynBit.com domain
Changing the fields that are required to file email
22
Install and Log In
Software and Hardware Prerequisites for ZynBit
User On-Boarding for Organizations
How Do I Connect to a Salesforce Sandbox?
How do I Upgrade ZynBox?
7
Outlook Desktop
Get Started connecting with ZynBit for Outlook Desktop
Installation on Machines with Multiple Windows Profiles
Why Isn't the ZynBit Plugin Showing Up in Outlook?
Connecting ZynBit on Restricted Workstations
Maximizing Performance of ZynBit
ZynBit Installs but Does not Appear Loaded
Configuration Settings File and Options for Outlook Desktop
6
OWA and Gmail
Get Started connecting with ZynBit for GMail
Using ZynBit for Gmail
ZynBit Outlook Web Add-in (OWA) Installation for PCs
ZynBit Web Add-in for Mac 2016, OWA & Outlook (2013 & 2016)
Enabling OWA plugin with Outlook on an Android or iPhone
Deploying the ZynBit OWA add-in for Admins
1
Exchange Web Server
Connect ZynBit and Exchange Server
4
Mass Deployment
Chrome Enterprise Deployment
MSI Deployment of ZynBit for Outlook Desktop
Citrix or Terminal Server Deployment of ZynBox
Deploying the ZynBit OWA add-in for Admins
24
Administration
4
Service Account Setup for Integration
Salesforce Service Account Setup
ZynBit setup for an Exchange Service Account
Exchange Service Account Setup – Impersonation Service Account
Exchange Service Account Setup – Delegated Service Account
4
User Management
Creating Users With Salesforce Import
Granting ZynBit Administrator Rights to Additional Users
Onboarding ZynBit Users
Removing ZynBit Users
12
Software Configuration
1
Zyncal Admin
ZynCal Administration
2
ZynSync Admin
ZynSync Administration with a Service Account
Contact Sync Administration
9
ZynBox Admin
Changing the fields that are required to file email
Configuration Settings File and Options for Outlook Desktop
Connecting ZynBit on Restricted Workstations
Installation on Machines with Multiple Windows Profiles
Maximizing Performance of ZynBit
MSI Deployment of ZynBit for Outlook Desktop
Tracking Record Creation and Edits with ZynBit
Salesforce Integration Overview for CRM Admins
Whitelisting the ZynBit.com domain
3
License Management
Change the Credit Card used for Payment
Managing your ZynBit License
ZynBit Check-out Tips
Software and Hardware Prerequisites for ZynBit
35
ZynBox Sidebar (Starter)
ZynBox Cheat Sheet
Attaching Emails to Opportunities – Quick Reference Guide
4
ZynBox Videos
Video – Manage Events from your Gmail or Outlook Calendar
Video – Log a Meeting, Call or Task
Video – File an Email
Video – Create a Lead or Contact
13
Core Features
File an Email and Attachments to Salesforce
Attaching Emails to Opportunities – Quick Reference Guide
Understanding the ZynBit Task Pane
Create a Salesforce Contact and Account from Email
Create a Salesforce Lead or Contact
Convert a Salesforce Lead to a Contact
Edit a Salesforce record from within Email
Add a Task or Event to Salesforce While in Email
Can I File Emails to Multiple Contacts?
Log a Call to Salesforce from within Email
How Do I Get Help for ZynBit?
Search Salesforce using ZynBit
Working With Salesforce Custom Objects (ZynBox)
10
Zynbox Admin Configuration
Salesforce Integration Overview for CRM Admins
Changing the fields that are required to file email
Configuring Notifications and Reminders
Configuration Settings File and Options for Outlook Desktop
Improved Contact Recognition and Loading Speed
Managing ZynBit Display Fields
Maximizing Performance of ZynBit
Tracking Record Creation and Edits with ZynBit
What does "Unable to retrieve account details" mean?
Whitelisting the ZynBit.com domain
2
OWA and Gmail
File in Salesforce when Composing or Sending an Email using the OWA plugin
Enabling OWA plugin with Outlook on an Android or iPhone
4
Outlook Desktop
Configuration Settings File and Options for Outlook Desktop
ZynBox Outlook Desktop Email Settings Options
Why Isn't the ZynBit Plugin Showing Up in Outlook?
Showing the "Filed with ZynBit" Category
8
ZynCal Scheduling Assistant (Starter)
ZynCal Cheat Sheet
2
ZynCal Videos
Video – ZynCal Configuration and Setup
Video – ZynCal Use
5
ZynCal Articles
Introduction to Zyncal – Intelligent Calendar Booking
ZynCal – Managing Multiple Calendars
Scheduling ZynCal meetings for specific times
Using ZynCal from the Email Sidebar
1
Zyncal Administration
ZynCal Administration
11
ZynSync Automatic Server Sync (Pro)
ZynSync Cheat Sheet
1
ZynSync Videos
Video – Email Sync
9
ZynSync Articles
Calendar Sync – Between Email and Salesforce
ZynSync Stops Working When Salesforce or Email Passwords Change
Calendar Sync - Outlook/Gmail Events don't get deleted by Sync
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
2
Sync Administration
ZynSync Administration with a Service Account
Contact Sync Administration
4
ZynTrack Customer Insight (Pro)
Understanding ZynIQ
Email Tracking and Viewing Email Opens (ZynBox)
2
ZynTrack
Setup Instructions for ZynIQ Web Tracking
Viewing ZynTrack Results
3
ZynBit Mobile (Expert)
Getting Started with ZynBit Mobile Application – Installation and Basic Use
Getting Started with ZynBit Mobile – Managing Emails and Actions
Getting Started with ZynBit Mobile – Manage Salesforce Information
35
Release Notes
Release Notes Web Portal 10.14.2018
Release Notes Web Portal 09.09.2018
23
ZynBox
Release Notes CRM API 09.06.2018
Release Notes – ZynBit11.12.2018
7
Gmail
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
8
Outlook 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
6
OWA
Release Notes ZynBox Gmail 10.23.2018 v 2.1.3
Release Notes OWA, Gmail 10.15.2018
Release Notes OWA, CRM API 09.30.2018
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
5
ZynSync
Release Notes ZynSync 10.15.2018
Release Notes ZynSync 08.29.2018
Release Notes ZynSync 08.22.2018
Release Notes ZynSync 04.11.2018
Release Notes ZynSync 04.03.2018
4
ZynCal
Release Notes ZynCal 10.15.2018
Release Notes ZynCal 10.15.2018
Release Notes ZynCal 06.04.2018
Release Notes ZynCal 04.11.2018
1
ZynMobile
Release notes – ZynMobile iOS 1.39
Videos
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Frequently Asked Questions
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Install and Login
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Administration
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ZynCal Scheduling Assistant (Starter)
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ZynSync Automatic Server Sync (Pro)
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ZynBox Sidebar (Starter)
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ZynTrack Customer Insight (Pro)
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ZynBit Mobile (Expert)
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Release Notes
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