Archive

Archive | Save an Email Attachment to Salesforce (video)

Better optimize your business' processes. Learn how to save an email attachment to Salesforce using the Cirrus Insight Sidebar in this informative video.

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 | Sidebar 2020 Release FAQs

Sidebar 2020 Release FAQs

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 I Connect Sidebar to a Salesforce Community Cloud?

Connecting your Sidebar to a Salesforce Community can be incredibly beneficial. Learn how Zynbit can help with just that.

Archive | Does Sidebar Work With Outlook Shared Inboxes?

Learn more about Cirrus Insight's capabilites with Outlook Shared Inboxes, and the plugins that Cirrus Insight has to offer.

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 | Why Do I Have Two Task Panes Showing in Outlook?

The Sidebar can prove to be really helpful for users. Learn how to toggle your Task Panes in Outlook.

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 Many Licenses Do We Have and Who is Using Them?

Learn how the Admin for your business can maintain their licensce count and assignment for their organization.

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 | How do I delete users?

The Zynbit Knowledge Base is your go to spot for any questions/tips surrounding Zynbit. Find out how you can delete users in your Cirrus Insight account.

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 | How Can I Disconnect and Reconnect my Sidebar in ZynBit 2018?

The Zynbit Knowledge Base is your go to spot for any questions/tips surrounding Zynbit. Learn how to disconnect and reconnect your Inbox sidebar in Cirrus Insight 2018.

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 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 account.

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

Learn more about how to file an email and attachments to your Salesforce account in Cirrus Insight in our Knowledge Base for any tips about Cirrus Insight.

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

Learn more about how to add a task or event to your Salesforce while in your email account with the help of Cirrus Insight with pre-fill for any event.

Archive | Outlook Version Compatibility

The Cirrus Insight Knowledge Base is your go to spot for any questions/tips surrounding Cirrus Insight. Learn more about the Cirrus Insight for Outlook Web App add-in version compatibility and the featured support it has.

Archive | Configuration Settings File and Options for Outlook Desktop

The Cirrus Insight Knowledge Base is your go to spot for any questions/tips surrounding Cirrus Insight. Learn more about navigating your configuration settings file and options for Outlook Desktop.

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 | MSI Deployment of ZynBit for Outlook Desktop

Learn more about MSI deployment of ZynBit for Outlook Desktop.

Archive | Connecting ZynBit on Restricted Workstations & Browsers

The Cirrus Insight Knowledge Base is your go to spot for any questions/tips surrounding Cirrus Insight. Learn more about how to connect Cirrus Insight to restricted workstations.

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.