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.
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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.
Is it possible to change my Portal URL?
Yes, you can change your Portal URL. Goto Setup > Admin Settings >Change Portal URL and re-name the portal
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 ...
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 ...
How do I insert values from my Request form in Email Template?
When creating a new e-mail template, select the module from Available Merge Fields, which lists the available fields in that module. Select a field to populate Copy Merge Field Value. Copy the html code and paste it in the E-mail template body and ...