Robert,
Thank you for contacting us.
We assume that you are referring to the Mail Merge feature in Zoho CRM. You need to follow the below steps to Mail This makes sense, but what I need to be able to do is create a standard document and merge a record without having to create interest fields every time I send a letter. Moreover I am trying to create a document that automatically triggers a task of sending that letter when fields are changed within a record.
I am sorry if I am not responding correctly, but I did not see or find a response link within your response.
Thank you,
Robert
Merge from Zoho CRM:
1. Upload the template to your Zoho CRM Mail Merge Templates library under a particular module (Contacts/Leads, etc).
2. Select a record under the module (
Contacts/Leads
, etc), and click onMore Options.
3. Select Mail Merge, choose the template and click on Merge. Now the template will be opened in Zoho Writer.
4. You can insert the required merge fields by going to Tools --> Mail Merge --> Insert Merge Filed in Zoho Writer.
5. Once you are done with all the editing with the template, you can go to Tools --> Mail Merge --> Finish and Merge , and choose any of the given three options based on your requirement.
Hope this helps.
Regards,