Template Behavior during Merge Operations in Zoho CRM

Template Behavior during Merge Operations in Zoho CRM

During CRM integration, when a user selects or opens any record and initiates a merge operation, a temporary document is generated from the chosen template to facilitate the merge operation with the record's data. It's crucial to note that this document is intended for one-time use and will become invalid upon reloading or reopening after closure. This is the expected behavior.

If the user wants to update the original template with the changes made in the temporary document during Mail Merge operation, he/she need to click on 'Update Template' option as shown below.  Once this is done, the latest alterations will be saved and reflected in subsequent merge operations when the template is reopened.

Furthermore, users have the flexibility to access and modify the merge template any time through the Templates page in CRM. This can be done by navigating to Setup > Customization > Templates > Mail Merge. For additional information, please refer to this link.

This is applicable for Zoho People and Zoho Recruit integrations as well.