How to create a request template for frequently raised requests?
You can create Request Templates and add requests instantly using them. They can be customized individually for frequently raised issues.
Just select any template relevant to the request from the Select Template drop box in the New Request from.
Select any template relevant to the request from the Select Template drop box in the new request form. The request form displays pre-filled values. Just do required changes and click Save to create a request template.
To learn in length about template creation please refer to this link.
Related Articles
Can I create Pre-defined Request Templates?
Yes, you can create pre-defined Request Templates with pre-defined set of values in the Request form fields. Customers or Support Agents can quickly select the Request Template for further action. To add new Request Template, Goto Setup >Templates ...
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 ...
How do I set priority for the requests automatically?
You can set Priority for requests based on conditions, Workflow Rule and Workflow Assignment Values. Goto Setup > Workflow Settings > Create a workflow rule. Then create a workflow assignment value and associate that to the Workflow Rule. For ...
Can I automatically assign Support Reps to Requests?
Yes, you can assign Support Reps automatically with a condition, by using our Workflow Settings. Goto Setup > Workflow Settings > Create a workflow rule. Then create a workflow assignment value and associate that to the Workflow Rule. Refer Workflow ...
Can I create multiple tasks for a request and assign them to different support reps?
Yes, you can create tasks to complete specific requests related to requests. You can also create multiple tasks and assign it to various support rep so that they can work on different issues of a request simultaneously, considerably reducing the ...