Zinnia CRM
CRM Solutions for Insurance and Financial Services
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EZ Data Customer Support
Official support for Client Data System ended on December 31, 2011. The support information below remains available as a courtesy to CDS users.
 
CDS integration with Microsoft® Outlook® consists of two separate components: Outlook® E-mail Posting and Outlook® Synchronization..
Outlook® E-mail Posting
The Outlook® E-mail Posting utility makes it easy to post incoming and out-going e-mail correpsondence directly to a contact SmartPad™.
Outlook® Synchronization
Synchronize your contacts and activities in CDS with Microsoft® Outlook®.
Additional Resources
Flash Player is required to view Training Movies and Fast Classes.
User Guides and Printable versions of Fast Classes are available in .PDF format.

 

 

 

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