ZohoCRM: Template: not being able to edit a text box
- Joel Lipman
- Zoho
- Hits: 1880
This is a bit of an odd article with not 100% certainty on what the cause/outcome would be for your case but worked for us. This documents the steps taken to edit/modify the header on a sales order inventory template.
Why?
A client raised an issue that they had previously hard-coded the address of their organization into the body of a template (just below the header... they weren't using the header section) but then they changed address and couldn't change the template. So they had something like:
${Organization.Organization Name} ${Organization.Street} ${Organization.City} ${Organization.Country} ${Organization.Postal Code} 11 My Street, My City, My State, My Zip, My Country
- ${Organization.Organization Name}
- ${Organization.Street}
- ${Organization.City}
- ${Organization.Country}
- ${Organization.Postal Code}
- 11 My Street, My City, My State, My Zip, My Country
How?
So you're going to say this is a strange issue and an even stranger fix, but I've tested this solution by getting a colleague to refresh the page and check it out as well as the client to go in and confirm the change was successful...: