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 […]
Category: Zap Helpdesk – Email to Case (DEPRECATED)
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 […]
Setting up Internal Company Helpdesk using Zap Helpdesk – Email to Case App
A helpdesk does exactly what its name suggests: it’s there to help you when problems arrive. Typically those are of a technical nature; you need someone to troubleshoot the printer or help you get access to a new system. Every day we rely on helpdesks to solve user issues such as help with troubleshooting our mobile phone or […]
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 […]
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 […]
