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 to create a web-to-request form in Zoho Support, please click here.
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How can I generate web-to-request form for my website to capture customer requests?
To generate web-to-request form in Zoho Support, follow the steps mentioned below: Goto Setup>Templates & Forms>Web-to-Request form Click Create New Form and provide the details requested Generate the HTML code for the web form and embed the same in ...
Can I merge two requests?
Yes, when a customer has sent more than one e-mail for an issue with different details in each mail, then you can merge these requests into one and work on a single request. You can even merge two requests from different contacts if need be. To ...
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, ...
Can I set priority for requests automatically?
Yes, you can set the priority for requests based on conditions using Workflow Rules and Assignment Values. Goto Setup>Automation>Workflows Create a new Workflow Rule Create Workflow Actions to be associated to the Workflow Rule. For detailed help ...
Can I delete all requests in a single click?
Certainly. You can mass delete Requests in Zoho Support. You can delete a maximum of 50 requests in a single click. To carry out this action, Goto to Request module in support portal. Set the records per page view to show 50 Requests. Check select ...