Prefill data for multiple clients on one form
I am wondering if it is possible to create a form in templates (or anywhere else I can email documents from), where I can add multiple clients' names to a table, and have Zoho prepopulate the table with the client's data? I know it is possible to do this for one client at a time, but I am wanting to do this for multiple clients to send out bulk updates via email.
Sticky Posts
How to Add Users to your Organization in ZohoMail?
A better clarity so you can create other users to start using Zoho Mail. You can directly Add Users from the Control Panel to your Organization. You can invite users with the existing email address. If the person (user) already uses ZohoCRM, then you can import users from Zoho CRM. You can also import them using a .csv file. (if you are planning to add them in Bulk) In this topic, We will be discussing on how to Add and Invite users only. The Import options are self explanatory. ____________________________________________________________________________________________________________