Mail merge data from custom module(s)?
Hi,
I've created a custom module in Zoho CRM because my business deals
with several types of contacts and the information needed for each
category is very different, but one of the things I need to be able to
do with each of these modules is mail merge and print letters / documents.
In the stock modules, I can select the leads / prospects I want and
mail merge, but that doesn't appear to be an option for the custom modules.
How can I get around this?
Thanks,
-Chris