Outlook Plugin Functionality
I just downloaded Zoho CRM today along with the Outlook plugin. There are a few things I'm trying to do that I'm not able to:
1) Is there a way to link multiple past email messages to a contact, or does it need to be done one at a time?
2) Does the secondary email field apply only to the Zoho Mail app and not the Outlook plugin? I've tried linking an email to a contact from his secondary email address, but I receive a message saying there are no matching records.
3) If the secondary email address only works with the Zoho Mail app, does that mean I need to purchase both the Outlook plugin and the Zoho Mail app?
4) Is there any way to link an email to a contact record that isn't from the contact directly? For example, if I'm working with a vendor to help with the client, is there a way to attach the emails from that vendor to the client's record?
Thanks in advance for your help.
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