"Deals" Mail Merge Template not found in Zoho Sign Extension; Mail Merge Template auto-assigned to "Leads"

"Deals" Mail Merge Template not found in Zoho Sign Extension; Mail Merge Template auto-assigned to "Leads"

Two problems related to Mail Merge Templates and Zoho Sign extension.

Problem 1:

The Zoho Sign extension does not find my “Deals” Mail merge templates (screenshot 118), whereas it can successfully find my “Leads” or Contacts” template (screenshot 119).

Yesterday, it worked fine. When I use “document fuse”, my “Deals” mail merge templates are available (screenshot 120) .

I tried many kinds of templates for Deals to see if it was caused by the template’s content. It seems that it’s not the case because even an empty template will appear in Leads and not in Deals.

Any ideas why my Zoho sign Extension won’t recognize my Deals Mail Merge Templates?

 Problem 2: When I create a mail merge template in Zoho CRM, the template is automatically associated to the “Leads” module (screenshot 125), even though I chose other modules such as Contacts or Deals (screenshot 124).

Could you please confirm that is it a bug on Zoho’s end, or is it on mine?


Cheers!

Vincent



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