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 […]

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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 […]

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Date-Time token format examples

Date-Time Token Format Sample Date-Time yyyyMMddhhmmss 20170913091544 yyyyMM 201709 hhmmss 110901 yyyyMMddhh 2017091309 yy 18 yyyy 2018 MMddyy or ddMMyy 091318 or 130918 yyyy-MM-dd 2017-09-13

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Sample AutoNumbers and their configuration settings

============================== Generated Auto-Number : {{CAS-WXYZ-1002}} Zap Auto-Number Configuration Settings: Prefix: CAS-{RANDSTRING:4}- Sequence: 1002 Sequence Length: 4 Suffixx: ============================== Generated Auto-Number : KA-0001 Zap Auto-Number Configuration Settings: Prefix: KA- Sequence:1 Sequence Length: 4 Suffixx: ============================== Generated Auto-Number : QUO-0001000P9G3R Zap Auto-Number Configuration Settings: Prefix: QUO- Sequence: 1000 Sequence Length: 7 Suffixx: {RANDSTRING:5} ============================== Generated Auto-Number : CAS-002002-20180512091544 Zap […]

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Generating AutoNumber for existing records

When a new record is created, then the auto-number is automatically generated (provided that you have configured auto-number for the entity). For existing record, the process of generating auto-number is slightly different. Scenario: We need to generate auto-number for “Account Number” field for existing account records. Below are the steps to generate Auto-Number for existing […]

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Troubleshooting

With 100’s of cases getting created in CRM, troubleshooting an issue is very painstaking as you may not be able reproduce a particular scenario again! With Zap Helpdesk detailed event logging, you will find it very easy to just check the event logs, whenever you suspect an anomaly! To access event log, there are 2 […]

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Uninstalling Zap AutoNumber

Before uninstalling autonumber solution, delete Zap AutoNumber configuration records. If these records are not deleted then you will receive dependeny error when uninstalling.

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Release Notes

Zap Email Parser To request trial, please follow the below steps: Step 1: Request solution file: Email support@zapobjects.com to request solution file. Please mention: – Company Name: – Contact Phone: – Need Demo: Yes / No – Requirements in brief: You can expect a response within 1-business day. Please use only official email address for […]

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