CRM Mail Merge Template copies OLDER version of the document instead of most recent version
I have to make 60+ Mail merge templates in ZOHO CRM to use for editing in WRITER and then sending on to sign for signatures.
So I have been working on 1, setting all the styling and automatisation right, and I want to use this one as a master template as a base for the rest.
But when I copy this template and save it under a new name, somehow CRM copies an OLDER version of my template instead of the current one....
Can you help / fix this?