Can I view the history of a request?
Yes, you can view the history of a request in Zoho Support. You can learn how a request has been handled or the activities carried out from addition to closure of a request.
To view the history of a request, do the following:
- Open any request from the request home page
Can I view the status of my request without logging into Portal?
No. You can view the status of your request, only when you have logged into the customer service portal.
Can I create a custom request view apart from default ones provided?
Yes. You can create a custom view apart from the default views provided. Please follow the steps listed below to create a custom view. Move the pointer near to the View button and click
How can I restrict Support Agents to view only their request?
You can restrict Support Agents to view only their records/requests. To restrict requests & records, you have to first setup your organization Role Hierarchy. For example, Team leaders can access all the Support Agents records where as Support Agents ...
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 can I delete a Request?
You can delete requests from either the Requests Home Page or Request detail page. Also, it is possible to delete two or more requests simultaneously. To delete a request from