Article Categories
General(5)
Zap Calendar Pro(13)
- Drag-and-Drop Activity to Re-Schedule or Re-Assign
- Creating New Activity from Calendar
- 1-Click Actions like: Edit \ Clone \ Assign \ Delete etc
- Protected: Configuring Calendar – Adding Multiple Entity Data to Calendar
- Release Notes
- FAQ
- What all Calendar Pro App can do?
- Getting Started: Accessing Calendar Pro
- Getting Started – Security Roles
- Protected: Getting Started – Configuring Calendar
- Protected: Getting Started – Sharing Calendar with Users / Teams
- Protected: How to embed “Calendar Pro” Web Resource in Dashboard
- User Personal Settings – Setting default Calendar Properties / Setting Default Calendar
Zap Copy Record(8)
- Release Notes
- FAQ
- Navigating the App (Sitemap)
- Getting Started – Security Roles
- Protected: Getting Started – Create “Copy Record” configuration record
- Protected: Using Copy Record functionality
- Protected: How to copy record along with its child records (up to N levels)?
- Issue 1 – Getting error “Cannot insert duplicate key” when “Copy Record” button is clicked
Zap Email Parser(13)
- Release Notes
- FAQ
- Protected: Navigating the App (Sitemap)
- Getting Started – How Zap Email Parser works?
- Getting Started – Security Roles
- Protected: Getting Started – Email Parser Setup
- How do you handle true/false, option-sets, currency, date data-type and other non-text fields?
- Setting default fields (eg lead topic, lead owner) when creating new records (eg leads) using Zap Email Parser
- Protected: How to install sample data
- Protected: Walkthrough: Email to Lead
- Protected: Walkthrough: Email to Case
- Troubleshooting
- Known Issues
Zap Email Reader(12)
- Release Notes
- FAQ
- Protected: Navigating the App (Sitemap)
- How to use “Email Reader” App?
- Protected: Getting Started – High level Steps
- Protected: Configuring Data Source
- Protected: Installing Sample Configuration
- Protected: How to embed “Email Reader” Web Resource in Form (Inline)
- How to embed “Email Reader” Web Resource in Form (Related Section)
- Protected: How to embed “Email Reader” Web Resource in Dashboard
- Protected: Known Issues
- Protected: Troubleshooting-1 – “Error Message “Data Source Configuration ID incorrect
Zap Helpdesk - Email to Case(16)
- Release Notes
- FAQ
- Protected: Navigating the App (Sitemap)
- Getting Started – Designing a Customer Support process using Zap Helpdesk – Email to Case App
- Getting Started – Setting up Support Queue (support@…) as shared mailbox
- Getting Started – Security Roles
- Protected: Getting Started – Helpdesk Email-to-Case Setup
- “Quick Email Reply” feature explanation
- Creating / Modifying Canned Responses
- New fields added by Helpdesk App in Case form
- “Attachment Viewer” section added by Helpdesk – Email to Case App in Case form
- Comparision of automatic case assignment techniques available in Zap Helpdesk App
- Setting up Internal Company Helpdesk using Zap Helpdesk – Email to Case App
- Adding “Attachment Viewer” section to additional Case forms
- Adding “Quick Email Reply” section to additional Case forms
- Troubleshooting
Zap Report Scheduler(21)
- Release Notes
- How does Zap Report Scheduler App work?
- Protected: Navigating the App (Sitemap)
- Protected: Getting Started – Set Up Authentication
- Protected: Getting Started – Global Settings
- Protected: Report Scheduling
- Protected: View Scheduling
- Protected: View Scheduling – Designing Report Template
- Protected: Excel Template Scheduling
- Protected: Using Workflow Capability to generate Report (To be deprecated)
- Protected: Using Workflow Capability to generate Report (Multiple Reports in single email) *NEW FEATURE – Dec 2019
- Protected: Using Workflow capability to generate Word / PDF from Word Templates* NEW FEATURE – Dec 2019
- Viewing emails generated for a scheduled report
- Troubleshooting
- Protected: Ultimate Troubleshooting – Running the Scheduled report in Safe Mode
- Known Issues
- Points to note when using report filters
- How to dynamically filter report records by Owner of Scheduled record (RS Config record)?
- Bulk Report Scheduling
- Protected: Archived – Register an Azure App (no azure credits needed) – New Approach
- Protected: Archived – Register an Azure App (no azure credits needed) – LEGACY APPROACH
