How do I publish web form in my website to capture customer requests?
To generate "Web Form", Goto Setup > Request Settings > Web-to-Request form.
Follow the steps, generate the html code and embed the form in your website.
For detailed help, refer Web-to-Request Form.
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Can I capture requests directly from my website?
Yes, you can capture requests directly from your company's website. Zoho Support allows you to build web-to-request form following which you can edit the HTML source in your favorite editor, test them thoroughly and publish in your website. To learn ...
What is Return URL while creating Web Request Form?
Return URL is the URL your customers see after submitting the request form. For example, http://zoho.com is the return URL for the customers submitting form from the Zoho Website.
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 hide, restrict fields in Customer Portal?
To hide/restrict fields in Request Form in Customer Portal, Goto Setup > Admin Settings > Field Level Security >select Portal as profile and enable/dis-able fields that would you like to show up in Request Form.
Can I sort the requests in the requests homepage?
Certainly. You can sort the requests in either ascending or descending order for a selected option. There are various options for sorting requests namely, Request ID, Subject, Status, Priority, Contact Name, Request Owner, Due date, Recent thread, ...