To change the layout, click the gear-icon and select the required number of columns, layout style, and background color.
To add a widget, click button and provide widget name, and add widget using URL, inline HTML, or from a file.
To remove a widget, hover over the widget of your choice and click Remove or
To relocate a widget, drag-and-drop the widget to preferred location.
To resize a widget, click the right-side corner of the widget and drag it to the preferred size.
Finally, click Publish.
Add Group filter
Show groups in RequestListview Filters
Yes- To enable group filters in the request list view.
No- To disable group filters in the request list view.
Allow contacts to reopen their own requests?
Yes- To enable contacts to reopen requests.
No- To disable contacts reopening requests.
Closing Request Permission for Contacts
Allow contact to close their own resolved requests?
Yes- To enable contacts to close their own resolved requests.
No- To disable contacts closing their own resolved requests.
Request Status transitions based on contact's reply
For onhold requests
Open onhold requests upon contacts reply?
For closed requests
When the contact replies through E-mail / Portal to the closed requests. Perform the following
For onhold requests
Yes- To change status of a request from onhold to open when a contact's reply is received.
No- To disable state transition from onhold to open when a reply from contact is received.
For Closed Requests
Default Request Template
Disable default request template for contacts
Yes- To enable default request template for contacts.
No- To disable default request template for contacts.
History Tab in Requests
Do you want to hide the Request's 'History tab' for contacts?
Yes- To enable History tab for contacts.
No- To disable History tab for contacts.
Request Edit Permissions
Allow Contacts to Edit
Select the checkbox Requests to allow contacts to edit requests or uncheck it disable edit permissions.
Suggestions when Creating Requests
Show Suggestions to contacts while creating new Request?
Yes- To enable suggestions for contacts while creating requests.
No- To disable suggestions for contacts while creating requests.
Mandate comments to change status
Status change comment mandatory for request
Yes- To enable mandatory comments when changing request status.
No- To disable mandatory comments when changing request status.
Time Entry Preferences
Make Time Entry Type mandatory for Time entries
Select an appropriate option for Include non operational hours to time spent, while adding a new time entry
Moved Requests Preferences
When a request is moved to another instance
Select an appropriate option: Set Completion Status and Closure code or Delete request in the instance
Solution Access Preferences
Solutions for contacts without account
Select an appropriate option: All Topics, No Topics, or Specific Topic groups
1) Show Request Approval Tab to requester
2) Choose restriction type to be made while sending Request approval mails
3) Allow approval actions from logged-in users only.
4)Allow Self Approval of Requests (Note that 'self approval' includes Contact, On-behalf-of User and Logged-in-tech):
5) While a request is waiting for approval, stop the timer and set request status
6) Send Reminder notification to approver if approval action is not taken for more than <enter day>operational days at <enter hours> hrs <enter minutes> mins daily
7) Stop sending reminder notifications after <enter number> notifications
1) Use the checkbox to enable/disable request approval tab.
2) Select an appropriate option: Anyone can approve or
System users only can approve.
3) Select an appropriate option: Yes or No
4) Use the checkbox to enable/disable self-approval.
5) Select the checkbox and choose an appropriate status.
6) Use appropriate checkbox to enable/disable this option.
7) Use the checkbox to enable/disable this option.
Currency, Currency symbol, and Start day of the week
Use the respective dropdown lists to choose currency, currency symbol, and start of the week.
Show 'Quick Create' section for support reps?
Yes- To enable quick create for support reps.
No- To disable quick create for support reps.
Can Solution approver approve his own solution?
Yes- To enable self-approval of solutions.
No- To disable self-approval of solutions.
Closed Request Notifications
Remove system generated notifications for the closed (active / archived) request with completed date before <enter months>
Use checkbox to enable/disable this option.
Auto-populate Start Time in Time Entries
Do you want to auto-populate start time in request time entry?
Select an appropriate option: Yes or No
On Hold Scheduler Preferences
Do you wish to enable On Hold scheduler when your requests are put on hold?
Select an appropriate option: Yes or No
First Response Preferences
Enable First response by default for
Select an appropriate option: Notes addition or Time Entry addition
Usage Statistics Permissions
Select the appropriate option to allow/disallow Zoho to collect product usage statistics.
Edit Permissions for Time Entries
Which time entries are to be made non-editable?
Choose an option: Billed or Paid
Time Entries and SLA
Show in time entry differential hours based on SLA configuration.
Choose an option: Yes or No
Support Rep Assignment Preferences
Assign backup support rep/Auto-Assign support rep to requests based on.
Choose an option: Due by date of the request or Created date of the request.
To customize the default login page:
Rewrite the code in the editor using HTML or CSS to suit your needs.
Finally, click Save and Publish.
Enter an alternate URL to access the application.
Select your preferred application language. The default selection is Browser Default.
Profile Access Permissions (for Contacts)
Allow contacts to access their profiles
These settings comply with Right to Access and Right to Rectify clauses in GDPR.
Select your preferences:
Edit Profile- To allow contacts to edit their information.
View Basic Details- To allow contacts to view only basic details.
View Additional Fields- To allow contacts to view additional fields.
Accessing with Active Directory credentials
Allow dynamic user addition when the user is not imported in the application?
Yes - Dynamically adds users from Active Directory and allows them to access the application with AD credentials.
No - Only users created or imported directly into the application can access the application.
Overwriting Preferences when Importing Users
Override user information based on e-mail ID?
Applicable for all types of import: AD, CSV, and XLS.
Yes- To include user email id as a criterion to overwrite existing user information.
No- To exclude user email id as a criterion to overwrite existing user information.
Create login Access Automatically
Select your preference for Provide login access to users created through e-mail requests?
Yes- To enable automatic creation of login credentials when a contact sends an email request for the first time.
No- To disable automatic creation of login credentials.
Allow users to login based on Local Authentication?
Yes- To enable local authentication provided in the application.
No- To disable local authentication.
Email processing Preferences
Process requests received with new email addresses?
Note: This option is applicable for both requests raised from the customer portal or via email
Yes- To enable processing email from new email addresses both
No- To disable processing email from new email addresses
Associate Contacts with Accounts (Automated)
Automatically associate new contact to account based on the domain name of the contact's email address?
Yes- To enable automatic association of contacts based on the email domain of the contact
No- To disable automatic association of contacts based on the email domain of the contact
You can also exclude domains to prevent associating contacts being assocaited with an accont. To do this, click Excluded Domains and then add domain names and click Save.
Create New Account (Automated)
Automatically add an account based on the domain name of the contact's email address and associate the contact.
Note: This option requires Associate Contacts with Accounts to be enabled.
Yes- To enable automatic creation of new accounts based on email domain of the contact.
No- To disable automatic creation of new accounts.
Notify Support Reps on Account Modification
Send an email notification to the following Support Reps when a contact is automatically associated to an account
Yes- To send notification to specific support reps when a contact is added automatically added to an account. Click Choose, to select the preferred support reps.
No- To disable notification configuration when a contact is automatically associated to an account
File Attachment Settings
Enter your preferred file size limit in Maximum attachment size ( MB ) textbox.
Do you need the ability to filter unapproved contact's requests and their details from request and contact list view?
Select an option:
Customize Header Image
You can choose to use the default header image or click Import Image and choose an image file to apply your own image.
OTP Login Settings
1) Enable OTP based Login:
2) User can log in based on?
1) Select Yes to enable OTP based login or select No to disable OTP based login.
2) Choose and option: Email, Mobile Number, or Both
Show only sold Products during request creation
Show sold products alone while adding new request
Yes- To show only sold products during request creation.
No- To show all products during request creation.