Customizing Templates
Update Your HTML Inventory Templates for PDF Generator Upgrade
Who is this for? This upgrade applies only to the organizations that support the old PDF generator. Zoho CRM will notify these users with an in-app banner inside the Inventory Templates page and while generating PDFs. Hence, only the users from these ...
Creating Email Templates
Communicating with customers is an important activity in any business scenario. Zoho CRM provides Email Templates to send one message to multiple recipients. Email templates can be also be used to send Mass Emails to leads/contacts or send Email ...
Understanding Email Template Builder
Components of Template Builder The template builder is made up of various components that can be dragged and dropped on to the template. This in turn simplifies the process of creating a template. The three basic operations that is common to all the ...
Creating Inventory Templates
With the Zoho CRM - Inventory Templates functionality, you can customize the Quote, Purchase Order, Sales Order and Invoice print layout as per your business requirements. As part of the template customization, you can change the fields in the print ...
Understanding Inventory Template Builder
Components of Template Builder The template builder is made up of various components that can be dragged and dropped on to the template. Header and Footer Header and footer are available at the beginning and the end of the template. You can add them ...
Managing Mail Merge Templates
Mail merge is a function that helps you to simplify repetitive tasks to create personalized documents (forms, letters, address labels, envelopes, etc.). You can create a mail merge template which contains variables (merge fields), which will merge ...
Standard Merge Fields
The following are the standard merge fields that can be used in templates in order to retrieve relevant data. Inventory Template Tags While creating a template, you can use various tags from Users, Organization, Accounts, Contacts, Potentials, ...