You may not be able to view the Zoho CRM Plugin for Microsoft Outlook due to any of these reasons:
1. Your trial version has expired and you have been downgraded to the Free Edition. The Zoho CRM Plugin for Microsoft Outlook is not available in the Free Edition.
2. The Administrator has not given you the necessary permissions to access the plugin.
Check these conditions if you do not find the Zoho CRM option in Outlook:
For Outlook Version 2007
- Click Tools > Trust Center.
- Click Add-ins.
- In the Add-ins dialog box, check whether ZohoCRM is under Active Application or Inactive Application.
- If it is under Inactive Application, select COM Add-ins in manage combo box (bottom of the dialog box) and click Go.
- In the COM Add-Ins window select ZohoCRM and click OK.
It enables the Zoho CRM tool bar.
For Outlook Versions 2011 & 2016
1. Open Outlook > Files > Option > Add-Ins and search for the Zoho CRM Plugin under Microsoft Outlook.
2. Search for the Zoho CRM Plugin and it's status, whether it is active, inactive or disabled.
3. If it has been disabled, click on Manage > Choose disabled items > Go > Select Zoho CRM > Enable. Close and reopen Outlook to verify.
4. If the plugin is inactive, click on Manage > Com Add Ins > Go > Inactive > Outlook Plugin > Ok.
5. If the plugin is active and still not visible, get the logs from the folder C:\Users\<System User Name>>\App Data\Roaming\zohocrm_outlook. Send these logs to support@zohocrm.com