I ensure the following:
1. Plug-in was downloaded & installed:
https://crm.zoho.com/crm/MailMerge.do?action=OfficePlugin
2. Web browser was configured as instructed in link:
https://zohocrm.wiki.zoho.com/Zoho-CRM-Office-Plugin-Installation-Procedure.html#Configure_Web_browser_to_install_ActiveX_Control
-I even added zoho.com website as a trusted website.
3. Ensure Active user had the "Zoho CRM Plug-in for Microsoft Office" enabled:
https://crm.zoho.com/crm/License.do?actionType=LicenseUsers
-for the moment the user with credentials:
Fullnmae: 1stcallclaims
Email address: steve@1stcallfinancial.net
Role: CEO
Profile: Administrator
Had “Zoho CRM Plug-in for Microsoft Office” enabled.
Would you be able to help us?