New User - Mac and PC Email Sync
Hi
I have signed up for a new account today. I have signed as a free user to trial your product, and so far is so good. I have actually managed to complete the customizations for our business in a matter of hours, which is surprising me. What I now need to test is how this syncs with email clients. As we are a business unit within a larger corporate entity we have an exchange server for email, which is non-negotiable. All using exchange 20xx.
What I have failed to find in your training materials, and have great concerns from reading your posts are:
1. How do I configure a standard PC Outlook client to sync with email, contact and calendar
2. How do I do the above so I can manage this on non-PC based environments
3. I also trialled the iPad client. What I want to know is how do I refresh the fields on the iPad once I have changed them on the customization portal on zoho.com? I found this out after configuring the portal that the same fields are not pulling across/displaying on the mobile version the same.
I am looking to buy for 25 users, and as I said above I have already configured most of what I need for the sales people in the free version. If I can get this to work as I want I will be paying on Monday morning.
Thanks