This is for the Zoho CRM Plugin, no longer available or supported by Zoho. This article teaches you how to install the Outlook plugin for Windows (and Mac). https://help.zoho.com/portal/kb/articles/install-plug-in-crm-integration This is a "big ...
To change between Microsoft Word <-> Act! Word Processor, do this: Tools -> Preferences -> Communication Change Word processor to the other choice This solves the problem of "I cannot find my templates" also. Act! Word Processor templates are .tpl ...
In order for to use Office 365 as your server when composing emails within WiredContact you need to have SMTP Authentication activated for the mailbox in order for Microsoft to allow you to use the CRM as a relay. SMTP E-Mail Server: ...