Sunday, July 26, 2015

ZOHO CRM - Trick to Cloning Inventory Templates

Notice in Zoho CRM how when you click on the title of an Email template there's a Clone Button to create a copy of the template at the bottom of the screen, but no such option for Inventory Templates?

Here's a simple trick for cloning an Inventory Template ... copy and paste!
  • Setup->Templates->Inventory Templates
  • Click on the Edit link next to the Standard Quote Template
  • select and copy the body of the template.
  • Cancel the Edit
  • Click New Template, select Quotes and click Next
  • Drop your cursor in the body and paste in the copied code
...sometimes the best tips are the simplest!

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