When you use the Zoho CRM plug-in for Microsoft Outlook, you can only transfer email attachments when the file size doesn't exceed 1MB. If the file size is more than 1MB, the email attachment will not be transferred to Zoho CRM.
You may have problems in synchronizing the calendar events and contacts using the Zoho CRM Plugin for Microsoft Outlook. Check these points to make sure the settings are correct. Synchronizing Calendar Events - The Time Zone in Zoho CRM and MS ...
You may be unable to log in to the Zoho CRM Plugin for MS Outlook if you have entered an invalid email address and password. In such a situation: 1. Check if you are using the correct login credentials. 2. If you have enabled two-factor ...
No, you cannot migrate emails in bulk from the Outlook Plug-in to your Zoho CRM account. The Outlook Plug-in, however lets you synchronize all your outgoing emails instantly with Zoho CRM. When you install the Zoho CRM Plugin for MS Outlook, all your ...
The Add-In may not be loading in Outlook because of the following reasons below: The Zoho CRM Outlook Plug-in you have downloaded is not compatible with your version of MS Outlook. The Zoho CRM Outlook Plug-in is disabled or inactive. Solution in ...
The trial version of the Zoho CRM Plug-in for Microsoft Outlook gets automatically enabled as soon as you are registered as a user of the Professional, Enterprise Editions and above.
After you purchase the Outlook Plug-in, download and install it. To download and install the Zoho CRM Plug-in Log in to your Zoho CRM account. Click Setup > Marketplace > Microsoft > Zoho CRM Plug-in for Microsoft Outlook. In the Outlook ...
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 ...