When I create a new custom field in Zoho CRM, will it get automatically updated in the Insert Merge Fields dialog?
Yes, when you create custom fields in Zoho CRM, they get added automatically to the "Insert merge fields" list. However, you need to sign out of the Zoho CRM Plug-in for MS Office and sign in again to insert corresponding custom fields. Use these same steps to insert merge fields in Zoho Writer as well.
Related Articles
Types of Custom Fields
In Zoho CRM, you can add different types of custom fields as per your requirements. These fields will be available to all the users added to your organization's CRM account. Customize Zoho Defined Fields: You can edit, delete and hide some of Zoho ...
Types of Custom Fields
In Zoho CRM, you can add different types of custom fields as per your requirements. These fields will be available to all the users added to your organization's CRM account. Customize Zoho Defined Fields: You can edit, delete and hide some of Zoho ...
Managing custom lead merge tags
Lead custom tags are those, that you can define according to your needs from a list of lead fields and the custom field data. This gives you the liberty to use more number of fields than the available predefined fields. You can choose from the ...
Predefined Merge Tags
You can personalize your messages with your recipients’ name, address and other details by using merge tags. Merge Tags are smart tags that pull data directly from your mailing list into your email message. You can personalize the subject and/or the ...
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 ...