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ZynBit Knowledge Base

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?

36Release Notes

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

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

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

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

Release Notes ZynCal 10.15.2018
Release Notes ZynCal 10.15.2018
Release Notes ZynCal 06.04.2018
Release Notes ZynCal 04.11.2018

Release notes – ZynMobile iOS 1.39

9Installation and Setup

How do I Upgrade ZynBox?
Installation on Machines with Multiple Windows Profiles
I Installed ZynBit but it Does Not Show Up in My Inbox
Why Isn't the ZynBit Plugin Showing Up in Outlook?
Connecting ZynBit on Restricted Workstations
What Outlook Versions does the OWA plugin Support?
ZynBit Outlook Web Add-in (OWA) Installation for PCs
I have Exchange Email. How Do I Connect ZynBit?
Enabling OWA plugin with Outlook on an Android or iPhone

19ZynBox Sidebar

ZynBox Cheat Sheet
Attaching Emails to Opportunities – Quick Reference Guide
Understanding the ZynBit Task Pane
Video – File an Email
Video – Manage Events from your Gmail or Outlook Calendar
Video – Create a Lead or Contact
Video – Log a Meeting, Call or Task
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

ZynCal Cheat Sheet
Video – ZynCal Configuration and Setup
Video – ZynCal Use
Introduction to Zyncal – Intelligent Calendar Booking
How Do I Schedule a ZynCal Meeting for a Specific Time?
ZynCal – Managing Multiple Calendars
How Do I Use ZynCal from the Email Sidebar?

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

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

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
How do I Know People are Using ZynBit?
Contact Sync Administration
ZynSync Administration with a Service Account
ZynCal Administration
ZynBit is Running Slowly. What Can I do to Improve Performance?
Configuration Settings File and Options for Outlook Desktop
How Do I Connect ZynBox to a Salesforce Sandbox?
ZynBit Check-out Tips
How Do I Change the Credit Card used for Payment?

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?

ZynMobile

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ZynCal Assistant

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ZynSync Auto-sync

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Installation and Setup

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ZynBox Sidebar

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Sales Rep

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IT Administrator

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ZynBit Administrator

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Salesforce Administrator

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Frequently Asked Questions

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Release Notes

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