Keeping a copy of correspondence (mail merge)
I have a potential customer looking to purchase CRM for 60 to 150 users. They have had various internal apps written which don't work.
I am currently going over a checklist of requirements and am setting up a test account. I am struggling with the following:
Select a customer or many customers, send a mail merge from Word, (or Zoho Writer) and keep a record of that letter and its content linked or attached to the corresponding customer(s)
This is basically the same functionality as a sales order or quote, is this not possible in Zoho CRM?