How to change module for "Mail Merge" template Zoho CRM
Hi,
I have some mail merge templates that were not associated with the right module upon creation. I just want to change the module they are associated with but I cannot find the procedure to do so. Even cloning the Mail Merge Template does not allow me to select de different module.
Procedure for the creation.
Procedure for the creation.
- Select the Module for which you want to create the template.
The merge fields in the template will be based on the module that you select. You can create mail merge templates for both system-generated modules as well as custom modules.
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