One thing we find that we are consistently struggling with is customizing the Zoho environment.
For instance, we have Templates that we're trying to write, and they have some small nuances in them depending on the context that we want to insert them.
Same goes for Alerts, Tasks, etc ...
It would be quite useful to be able to simply duplicate an existing template/rule/alert, and make a small change and save it with a new name rather than having to create a brand new one, and do a juggling job of copying and pasting everything.
Is this something that already exists in the interface and we're simply missing? and if not, what's an easy way to do these kinds of customizations without spending hours recreating everything manually? it's quite tedious and very time-consuming!
Thoughts?