Why doesn't Mail Merge leave a record in the customer record?
Believe it or not we actually do write real letters - letter not emails - using Mail Merge in CRM.
Believe it or not, the fact that we have done so isn't recorded in the customer record.
When we brought this up with support, they seemed unable to comprehend that we were doing this. They kept referring back to "emails".
Not talking about email. Talking about
Mail Merge.
You provide the facility, it seems incredible that sending a communication would not log as an activity. Very short sighted that Zoho thinks that no written communication exists unless it is email.
Can you fix this soon please?
Topic Participants
KP
Ishwarya SG
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. ____________________________________________________________________________________________________________