How to know if new email response has been received for a Case?

Whenever a new email is received for Case…Helpdesk App will do the following: Set the field: Case.New Response to True. (Please note that this field is also set to true for a New Case).You can create a new Case View and have it filtered by condition: New Response = True. Helpdesk solution also contains a […]

Read More

New fields added by Helpdesk App in Case form

Below are the new fields added to Case entity by Helpdesk App: Sender Contact (Contact Lookup) “Sender Contact” is a custom contact lookup field added to Case form in “Case Details” tab of “General” section. Zap Helpdesk App extracts the sender’s email address from incoming email and searches the Contact database for a matching contact […]

Read More

Bulk Report Scheduling

How to schedule a single report to multiple users such that each user only receive their own records? Typical requirement of CRM Administrator: I have a Sales team of 15 Sales Managers and need to send them report of “Opportunities nearing Close date” every week. However please note that each sales manager should receive only […]

Read More

Release Notes

Zap AutoNumber Some areas of user-guide are password protected. Email support@zapobjects.com from your official email address to request password.

Read More

Adding “Quick Email Reply” section to additional Case forms

On importing the Zap Helpdesk App, “Quick Email Reply” section will get automatically added to the default case form. If you have multiple case forms and would like to add “Quick Email Reply” section then follow the below steps: Adding “Quick Email Reply” section to Case form: Open the Case form in edit mode Add […]

Read More

Getting Started – Configuring Zap AutoNumber

A configuration record needs to be created for every auto number that is needed. Browse to Settings >> Zap Apps >> Zap AN Configuration and click “New” Explanation of the fields: Section: General Here select the entity and field on which Auto-Number needs to be set. Target Entity: Select the entity on which Auto-Number needs […]

Read More