Hi, I think Zoho CRM it is a very fair product but here I don't understand the rational of this function.
In a module like Leads, there is a Send e-mail button.
When you click on, there is too kind of screens for sending an e-mail:
- One very simple where you only can select your e-mail model
- or one where it is possible to select some fields before sending your email: attached documents, Cc, Bcc...
First why there are two kind of screen, not just the second one?
And how can we have only the second one... ?
I have a list of leads, I want to send them a e-mail based on a model + attach a new document + copy my colleagues... Impossible, I have always the simplest screen !
I tried to discover how the rational for selecting this screen is based on. For example, if you select all the list you have the simplest screen. So, I added a fake leads and unchecked it (not a full list)... but the same.
Not that I use a User View for selecting my Leads in this module...
Thank you for an answer.
José from France