Knowledge Base Zoho CRM Addons & Extras Mail Merge

            When I create a new custom field in Zoho CRM, will it get automatically updated in the Insert Merge Fields dialog?

            Yes, when you create custom fields in Zoho CRM, they get added automatically to the "Insert merge fields" list. However, you need to sign out of the Zoho CRM Plug-in for MS Office and sign in again to insert corresponding custom fields. Use these same steps to insert merge fields in Zoho Writer as well.

            Updated: 11 Aug 2017 04:03 AM
            Help us to make this article better
            0 0