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Can I add new fields to the forms Accounts, Requests, Contacts, etc? Can I add new fields to the forms Accounts, Requests, Contacts, etc? Can I add new fields to the forms Accounts, Requests, Contacts, etc? Can I add new fields to the forms Accounts, Requests, Contacts, etc? Can I add new fields to
Yes, you can add new fields to the forms of all modules (Requests, Solutions, Contacts, Contracts, Accounts, Products and Tasks). To add new fields, Goto Setup > [Module] Settings > Fields List > New Custom Field > Select Field type > name the field ...
What are the modes available to add a new Request?
A new request can be added in 5 unique modes. 1. Manual Addition: When your customer lodges an issue over phone, the support rep tending to the customer can manually add a request by filling the Add-Request form.. 2. Via E-mail : Your customers can ...
How can I add a custom section?
You can add a new custom section under the Main Content Area in the customer portal home page. To create a new section, do the following: Log into Zoho Support. Click
Why am I not able to add New Profiles in Free Edition?
Free Edition does not allow to add More Profiles. You have to upgrade to Professional or Enterprise edition to add more Profiles and associate them to the Support Agent. To upgrade, please refer Pricing.
Can I split a request to work on a new issue filed by a customer?
Yes, you can split a customer's reply as a new request. Say, you respond to a customer's request and resolved his issue1. He then thanks you and emails you about another issue2. In this case, you can split this issue2 as a new request and assign it ...