Sunday, April 24, 2016

ZOHO CRM - Creating Templates just got better...

When saving a template, Zoho will now warn you if a merge field you specified in the template is not currently defined for the module! Before, if you were typing in the merge fields and happened to mistype a field name, the merge field wouldn't work and you would have to manually trouble-shoot to determine why a particular field wasn't populating properly.

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