How to export support reps along with their details?
You can export Support Reps along with their details in Zoho Support.
Just click Export Support Reps button and the details entered for each support reps are exported in the .csv format.
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How can I upgrade my account by adding more support reps?
To add Support Agents, please go to Subscriptions on the top right hand corner after logging into Zoho Support. Click Manage under your current edition and edit the Total Number of Agents field in the following page. For Example, when you have 12 ...
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 ...
How can I delete a Support Rep in Zoho Support?
In Zoho Support you cannot delete a Support Rep from the system. However you can Deactivate a Support Rep. Follow the steps mentioned below to Deactivate a Support. Log into the Zoho Support with System Administrator's permission. Click Setup > Admin ...
How to hide Tabs for Support Agents?
To hide tabs for Support Reps, you have to first create a New Profile or Edit the Standard Profile under Setup > Admin Settings > Profiles and remove the tabs that are not required. Now associate this Profile to a Support Agent. Goto Setup > Admin ...
I'm not able to Deactivate Support Agent
If you are not able to de-activate a Support Agent, please check if the Support Agent is a primary contact. Goto Setup >Admin Settings >Company Details >Check if the Support Agent is a primary contact.