A Few CRM Questions
A Few CRM Questions
- Is there any way to adjust the currency format in mail merge Zoho Sign documents? Right now it's "$ 1.00" instead of "$1.00" which sometimes causes the $ sign to get left on the previous line.
- What's the proper format to check if a field is null in a calculate field? (Basically I'm taking a Date Time field and making it a String with just the Date part for a mail merge, and I want that calculated field to be blank if the Data Time is blank) I can't quite figure out the If syntax for it as the documentation in that area isn't great.
- Is it possible to automatically populate the "Products" list on a Deal and the "Amount" field from an estimate if you are integrated with Zoho Books?
- Can you automatically send Zoho Sign documents with any of the automation, or is this always going to be a manual step?