Knowledge Base

Archive

Archive | Installation and Getting Started - ZynBit Mobile
ZynBit is offered via your mobile device. Learn how to properly install ZynBit's application and get started.
Archive | ZynBit 2018 - Video - Community Login from GMail
Better optimize your business' processes. Learn how to use community login from Gmail using ZynBit.
Archive | How Do We Track the User Who Made Changes Using ZynBox?
Tracking changes can help your business stay organized. Learn how ZynBit's ZynBox helps keep track of user changes in Salesforce records.
Archive | Certain Types of Syncing are not Available
The Zynbit Knowledge Base is your go to spot for any questions/tips surrounding Zynbit. Find out which types of syncing are available with ZynBit.
Archive | How do I Sync My Older Emails to Salesforce?
Syncing your emails is important for staying organized. Learn how ZynBit can sync your old emails to your Salesforce for you.
Archive | I Need to Change My Email Address
The Zynbit Knowledge Base is your go to spot for any questions/tips surrounding Zynbit. Find out what to do if you want to change your email address with ZynBit.
Archive | ZynCal Quick Guide
The Zynbit Knowledge Base is your go to spot for any questions/tips surrounding Zynbit. Learn how to configure and set up your ZynCal.
Archive | ZynBox - Why is My Sidebar Covered by a Black Area
The Zynbit Knowledge Base is your go to spot for any questions/tips surrounding Zynbit. Learn how to optimize your ZynBox Sidebar for compatibility.
Archive | How do I Create a Salesforce Contact and Account with ZynBit?
The Zynbit Knowledge Base is your go to spot for any questions/tips surrounding Zynbit. Learn how to create a Salesforce contact and account with ZynBit.
Archive | Set Email Task Type to "Email"
The Zynbit Knowledge Base is your go to spot for any questions/tips surrounding Zynbit. Learn how to set email task type to 'email' in ZynBit.
Archive | Calendar Scheduling - Managing Multiple Calendars
The Zynbit Knowledge Base is your go to spot for any questions/tips surrounding Zynbit. Learn how Zynbit Calendar Scheduling can manage multiple calendars for you.
Archive | Release Notes ZynSync 10.15.2018
Release Notes ZynSync 10.15.2018
Archive | Release Notes ZynCal 10.15.2018
Release Notes ZynCal 10.15.2018
Archive | Video - ZynSync for Email
The Zynbit Knowledge Base is your go to spot for any questions/tips surrounding Zynbit. Learn more about ZynSync for Email.
Archive | Video - ZynBox Log a Meeting, Call or Task
The Zynbit Knowledge Base is your go to spot for any questions/tips surrounding Zynbit. Learn how ZynBox can log a meeting, call, or task.
Archive | Video - ZynBox How to File an Email
The Zynbit Knowledge Base is your go to spot for any questions/tips surrounding Zynbit. Learn how ZynBox can file an email for you in ZynBit.
Archive | Video - ZynBox How to Create a Lead or Contact
The Zynbit Knowledge Base is your go to spot for any questions/tips surrounding Zynbit. Learn how ZynBox can create a lead or contact for you in ZynBit.
Archive | Video - ZynCal Basic Use
The Zynbit Knowledge Base is your go to spot for any questions/tips surrounding Zynbit. Learn more about ZynCal and its capabilities.
Archive | Video - ZynCal Setup and Configuration
The Zynbit Knowledge Base is your go to spot for any questions/tips surrounding Zynbit. Learn more about how to configure and set up ZynCal for your business.
Archive | Release Notes CRM API 09.06.2018
Release Notes CRM API 09.06.2018
Archive | Release Notes ZynSync 08.22.2018
Release Notes ZynSync 08.22.2018
Archive | How do I Log a Call in Salesforce Using ZynBit?
The Zynbit Knowledge Base is your go to spot for any questions/tips surrounding Zynbit. Learn more about how to log a call in Salesforce using ZynBit.
Archive | Search Salesforce using ZynBit
The Zynbit Knowledge Base is your go to spot for any questions/tips surrounding Zynbit. Learn more about how to search Salesforce using ZynBit.
Archive | ZynBox 2018 - Can I File Emails to Multiple Contacts?
The Zynbit Knowledge Base is your go to spot for any questions/tips surrounding Zynbit. Learn more about filing emails to multiple contacts in ZynBox 2018.
Archive | How Do I Use ZynCal from the Email Sidebar?
The Zynbit Knowledge Base is your go to spot for any questions/tips surrounding Zynbit. Learn more about how to use ZynCal from the email Sidebar in ZynBit.
Archive | How do I Whitelist Zynbit 2018?
The Zynbit Knowledge Base is your go to spot for any questions/tips surrounding Zynbit. Learn more about how to whitelist the 'zynbit.com' domain using the Cirrus Insight 2018 client.
Archive | How Do I Create a Salesforce Lead or Contact?
The Zynbit Knowledge Base is your go to spot for any questions/tips surrounding Zynbit. Learn more about how to create a Salesforce lead or contact in ZynBit.
Archive | How do I Edit Salesforce Information Using ZynBit?
The ZynBit Knowledge Base is your go to spot for any questions/tips surrounding ZynBit. Learn how to edit Salesforce information with Zynbit's capabilities.
Archive | How do I Convert a Salesforce Lead to a Contact?
The Zynbit Knowledge Base is your go to spot for any questions/tips surrounding Zynbit. Learn how to convert a Salesforce lead or contact using ZynBit.
Archive | ZynBox - What does Zynbit Error "Unable to retrieve account details" mean?
The Zynbit Knowledge Base is your go to spot for any questions/tips surrounding Zynbit. Learn what some of the different error messages mean when using ZynBit to better prepare for the future.
Archive | Why Does ZynSync Stop Working When Salesforce or Email Passwords Change
The Zynbit Knowledge Base is your go to spot for any questions/tips surrounding Zynbit. Learn more about refreshing ZynSync's access to your email or Salesforce account if your password changes.
Archive | How Can I Change a ZynBit Password?
The Zynbit Knowledge Base is your go to spot for any questions/tips surrounding Zynbit. Learn more about how to change your ZynBit passowrd.
Archive | ZynBox Outlook Desktop Email Settings Options
The Zynbit Knowledge Base is your go to spot for any questions/tips surrounding Zynbit. Learn more about ZynBit's Outlook desktop email settings options.
Archive | ZynCal Administration
The Zynbit Knowledge Base is your go to spot for any questions/tips surrounding Zynbit. Learn more about ZynCal's administration and capabilities.
Archive | Release Notes ZynSync 04.03.2018
Release Notes ZynSync 04.03.2018
Archive | Release Notes ZynCal 04.11.2018
Release Notes ZynCal 04.11.2018
Archive | Release Notes ZynSync 04.11.2018
Release Notes ZynSync 04.11.2018
Archive | Release Notes ZynCal 06.04.2018
Release Notes ZynCal 06.04.2018
Archive | ZynBit Mobile - Managing Emails and Actions
The Zynbit Knowledge Base is your go to spot for any questions/tips surrounding Zynbit. Learn more about how to manage emails and actcions on ZynBit Mobile.
Archive | ZynBit Mobile - Managing Salesforce Records
The ZynBit Knowledge Base is your go to spot for any questions/tips surrounding ZynBit. Learn more about how to manage Salesforce records within ZynBit Mobile.
Archive | How do I Know My Users are Using ZynBit?
The ZynBit Knowledge Base is your go to spot for any questions/tips surrounding ZynBit. Learn more about how to track ZynBit usage.
Archive | ZynBox 2018 - How Do I Save an Email in Salesforce when Composing it using OWA plugin?
The ZynBit Knowledge Base is your go to spot for any questions/tips surrounding ZynBit. Learn more about how to save an email in Salesforce when composing it using an OW plugin in ZynBox 2018.
Archive | ZynBox 2018 Cheat Sheet
The ZynBit Knowledge Base is your go to spot for any questions/tips surrounding ZynBit. Learn more about all the tips and tricks for navigating ZynBox 2018.
Archive | ZynSync Cheat Sheet
The ZynBit Knowledge Base is your go to spot for any questions/tips surrounding ZynBit. Learn more about all the tips and tricks for navigating ZyncSync.
Archive | Customer Insights - Why isn't anything here?
The ZynBit Knowledge Base is your go to spot for any questions/tips surrounding ZynBit. Learn more about customer insights when using ZynBit.
Archive | How Do I use ZynBit Calendar Scheduling to book a meeting for a Specific Time?
The ZynBit Knowledge Base is your go to spot for any questions/tips surrounding ZynBit. Learn more about how to use ZynBit calendar scheduling to book a meeting at a specific time.
Archive | Attaching Emails to Opportunities - Quick Reference Guide
The ZynBit Knowledge Base is your go to spot for any questions/tips surrounding ZynBit. Learn how to attach emails to opportunities in ZynBit.
Archive | Email Sync - from Inbox to Salesforce
The ZynBit Knowledge Base is your go to spot for any questions/tips surrounding ZynBit. Learn how to sync your email inbox to Salesforce in ZynBit.
Archive | ZynBox - Why are my URLS so Strange When ZynBit is Enabled?
The ZynBit Knowledge Base is your go to spot for any questions/tips surrounding ZynBit. Learn why ZynBit inserts tracking information in URLs where email tracking is enabled.
Archive | Outlook Desktop 2018 - Showing the "Filed with ZynBit" Category
The ZynBit Knowledge Base is your go to spot for any questions/tips surrounding ZynBit. Learn more about how to show the 'filed with ZynBit' category on your Outlook for Desktop 2018 account.
Archive | Email Tracking and Viewing Email Opens
Cirrus Insight can help you know who opens the email or clicks on a link in your email body or signature.
Archive | File an Email and Attachments to Salesforce
The ZynBit Knowledge Base is your go to spot for any questions/tips surrounding ZynBit. Learn more about how to file an email and attachments to your Salesforce account in ZynBit.
Archive | Log a Call to Salesforce from within Email
The ZynBit Knowledge Base is your go to spot for any questions/tips surrounding ZynBit. Learn more about how to log a call to Salesforce from within your email account in ZynBit.
Archive | Edit a Salesforce record from within Email
The ZynBit Knowledge Base is your go to spot for any questions/tips surrounding ZynBit. Learn more about how to edit a Salesforce record within your email in ZynBit.
Archive | Convert a Salesforce Lead to a Contact
The ZynBit Knowledge Base is your go to spot for any questions/tips surrounding ZynBit. Learn more about how to convert a Salesforce lead to a contact.
Archive | ZynBox 2018 - Get Started with ZynBit for GMail
The ZynBit Knowledge Base is your go to spot for any questions/tips surrounding ZynBit. Learn more about how to get started with ZynBit for Gmail using ZynBox 2018.
Archive | Calendar Sync - Between Email and Salesforce
The ZynBit Knowledge Base is your go to spot for any questions/tips surrounding ZynBit. Learn more about syncing your calendar between email and Salesforce using ZynBit.
Archive | Add a Task or Event to Salesforce While in Email
The ZynBit Knowledge Base is your go to spot for any questions/tips surrounding ZynBit. Learn more about how to add a task or event to your Salesforce while in your email account.
Archive | Understanding the ZynBit Task Pane
The ZynBit Knowledge Base is your go to spot for any questions/tips surrounding ZynBit. Learn more about how to understand and navigate the ZynBit Task Pane.
Archive | ZynBox 2018 - Get Started with ZynBit for Outlook Desktop
The ZynBit Knowledge Base is your go to spot for any questions/tips surrounding ZynBit. Learn more about getting started with ZynBit for Outlook desktop using ZynBox 2018.