How to insert custom look-up fields in the mail merge template?
At present, you cannot insert Custom lookup fields and check box fields in the mail merge template. However, you can insert all default lookup fields such as Parent Account, Account Name, Vendor Name and more.
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Managing Mail Merge Templates
Mail merge is a function that helps you to simplify repetitive tasks to create personalized documents (Forms, Letters, Address Labels, Envelopes, etc.). You can create a mail merge template that would contain the variables (merge fields) in it. Using ...
How to insert my Organization Logo in the mail merge template?
You can't insert the company logo using merge fields. However, you can manually add your Organization Logo by using the Insert picture option in your mail merge template.
Standard Merge Fields
The following are the standard merge fields that can be used in templates in order to retrieve relevant data. Inventory Template Tags While creating a template, you can use various tags from Users, Organization, Accounts, Contacts, Potentials, ...
How to add images to the mail merge template?
You can add an image to the Zoho Writer's mail merge template by following these steps: Click the [Module] tab. Module refers to the Leads, Contacts, Accounts, etc. tabs. In the Home page, select the list view to filter the records that are required. ...
Understanding Email Template Builder
Components of Template Builder The template builder is made up of various components that can be dragged and dropped on to the template. This in turn simplifies the process of creating a template. The three basic operations that is common to all the ...