Merging Writer Titles

When merging from CRM into Writer, is there a way to add fields to the document header? This would be very helpful for saving. 

Is there a way to link the document automatically to the module? 

• Topic Participants

• Damien T

• MaxKnowsZoho

  

• Sunderjan Siddharth

  

• Sticky Posts

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• Introducing Multiple Sandbox Types and Support for Module's Data Population

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• Wrapping up 2025 on a high note: CRM Release Highlights of the year

  Dear Customers, 2025 was an eventful year for us at Zoho CRM. We’ve had releases of all sizes and impact, and we are excited to look back, break it down, and rediscover them with you! Before we rewind—we’d like to take a minute and sincerely thank you

• Recent Topics

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