Perform mail-merge operations in Zoho CRM right from your iPad and Android tablet web browsers too!

Perform mail-merge operations in Zoho CRM right from your iPad and Android tablet web browsers too!

Dear All, 

Greetings!

Writer's recent update offers unrestricted access to all its features via the web browsers of iPad and Android tablets as well. This in turn makes it possible to perform all mail-merge related operations from Zoho CRM, even from a mobile device's web browser. 

Whether it is your laptop, desktop, Android tablet, or iPad, you can now create and manage mail-merge templates, merge documents, and configure the required post-merge operations with the same ease.

Create mail-merge templates on the go
Create a mail-merge template from scratch, from an existing predefined template from the gallery, or by importing an MS Word template (if you have the plugin for MS Office), easily, across your devices.
Clone, move, or delete mail-merge templates
Wish to duplicate an existing template, move templates between folders, or cleanup templates by deleting the ones that are unused or not needed? You can now do from your iPad or Android tab as well.
Manage your mail-merge templates from anywhere
Create folders and place your templates in them for quick retrieval, easily locate a template within a folder using the search and sort options, preview a template to check if it is the one that you are looking for, or mark the frequently used ones as favorites, from anywhere and from any device.

Merge documents even from your Android tablet or iPad's web-browser
Fetch data from your CRM database/records, merge them in the chosen template, and perform the required post-merge actions--email the merged document, send it for sign collection, store it in a specific location, and more--from just your iPad or Android tablet web browser.
        
Try out the mail-merge in Zoho CRM from the web-browser of your Android tablet or iPad and let us know your feedback. For more information on MailMerge in Zoho CRM, click here.
 
Need any assistance, just leave a comment or write to us at support@zohocrm.com
 
Thanks and have a good one, 
Saranya Balasubramanian | Zoho CRM

      Zoho Marketing Automation
              • Sticky Posts

              • Focus Group Webinar - Integrating Zoho CRM and Zoho Books

                This month's edition from the Zoho CRM Integration Focus Group series is set around Zoho Books. One major need for this integration is the singular UI it provides, from where both sales and finance operations can be performed. This works better than switching
              • Introducing Zia Presentation in Zoho CRM

                Dear All, We hope you're well! We're excited to introduce our brand new Zoho CRM feature:  Zia Presentation . Let's get into the details! Business presentation is an integral part of every important decision in an organization. From performance reviews
              • New capabilities added to Zia's Email Intelligence

                Dear All,   Greetings! We are excited to present a couple of new capabilities and some enhancements to the existing features of Zia's Email Intelligence.   Zia explores incoming emails and highlights different insights like email intent, email sentiments,
              • [Early Access - Updated to LIVE] Introducing the Canvas Design Studio.

                Greetings Customers!   Before we kick back and enjoy the holidays, we'd like to make a post about our next big thing. In January 2021, Zoho CRM will be launching its magnum opus for delivering world-class user experience - here's a sneak peek of what's
              • Gamescope is leveling upto Motivator for Zoho CRM

                Hello,   As you are aware, we recently made Motivator for Zoho CRM available for Zoho One, CRMPlus and CRM Ultimate editions. Since Motivator has all the features of Gamescope and even more advanced gamification, we are planning to EOL Gamescope on 30th

              Zoho Pagesense Resources

                Zoho SalesIQ Resources



                      Zoho TeamInbox Resources

                        Zoho DataPrep Resources



                          Zoho CRM Plus Resources

                            Zoho Books Resources


                              Zoho Subscriptions Resources

                                Zoho Desk Resources

                                  Zoho Projects Resources


                                    Zoho Sprints Resources


                                      Qntrl Resources


                                        Zoho Creator Resources


                                          Zoho WorkDrive Resources





                                              Zoho Campaigns Resources

                                                Zoho CRM Resources

                                                      Design. Discuss. Deliver.

                                                      Create visually engaging stories with Zoho Show.

                                                      Get Started Now