need help: using outlook contact lists or categories with Zo
I need more control over my db of contacts for mailing lists etc.
Zoho only supports ten custom ck box fields and we've used those.
Zoho doesn't appear to support Outlook's categories.
Zoho doesn't appear to support synching to sub lists in Outlook's contact lists...
--for example:
I created a new folder in My contacts, I moved a sample contact to the new folder, modified the contact and then synched to Zoho. My modifications were not synched to Zoho.
CRM outlook preferences do not have an option to include all subfolders in contacts/ calendars/tasks so creating more folders in outlook contacts and etc. will not help in organizing our contacts if we stay with Zoho.
Tasks connected to a contact are not included in the zoho synch either so we're struggling to get much more out of zoho than a dim flat file copy of outlook database.
We need use cases/ ideas from the zoho people on how to get more out of zoho in regards to contact management.
thank you
Dennis
dgdlux