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

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

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 […]

Read More