Wednesday, May 21, 2014

ZOHO CRM - Where can I see the Emails in Zoho that were sync'd with the Outlook Plug-in?

So you've downloaded your Outlook Plug-in and configured your preferred synchronization methods for your Emails, but it doesn't appear as if your Emails are being sync'd with Zoho because they are not listed below your Contacts in Zoho...  Of course there could be many reasons for this happening, but as a first step try changing the Email source to Sent Emails from CRM using the drop down on the right of the Emails related records list under your Contact as depicted in the image below.
A little misleading ;o) - this is also the way to see mass emails sent to contacts and leads.

1 comment:

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