Customization of a Templates in Zoho CRM

Customization of a Templates in Zoho CRM

Zoho CRM provides various templates that you can use. This includes templates for quotes, invoices, emails etc. You can also create customized templates based on your needs.

Requirements form Client:
1. Type of a Template: 
      For ex. There are three types of templates Zoho CRM :- 1. Email Template.
                                                                                                    2. Inventory Template. 
                                                                                                    3. Mail Merge Template.

2. Format for a Template:

3. Associate module for a Template : 
        For Ex. if we are creating template for a cost estimation then we need to fetch data/fields from Product/Quote module.

Developer's responsibility:

1. Understand a template if required have con call with a client and also share deadline for the same.
2. Verify necessary fields for a template.
3. If needed add/create necessary fields in respective module.
4. Customize the template in Zoho CRM.
5. Notify client about task and ask them for a review. 
6. If needed do modifications in template.

Steps to Create a template in Zoho CRM:

1. While creating an Email Template:

2. While creating an Inventory Template:

3. While creating an Mail Merge Template:

 




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