Can I acknowledge contact when a request is received?
Yes, you can acknowledge the customers when a request is received.
To enable this option, Goto Setup >Notification Settings >Notification rules >select the option as required.
For more, refer Notification Settings.
Related Articles
What does Primary Contact in Company Details Mean?
Primary Contact is the person to whom all the alerts, related to Subscription are sent. Please make sure Primary Contact information is updated with the current information.
Can I update a particular field based on the incoming Request?
Yes, you can update a particular field using WorkFlow Assignment Values. Goto Setup > Workflow Settings > Create a workflow rule. Then create a workflow assignment value and associate that to the Workflow Rule. For detailed help to create workflow ...
Can I notify customers when a request is updated with a particular status?
Yes, you can notify customers when requests are updated with a particular Status. To achieve this, you can setup Workflow Rules and Alerts. Goto Setup > Workflow Settings > Workflow rule > Create new rule for Request module. Then create alert, Goto ...
How can I display the contact information of my company?
The Customer Support Portal is designed with a Right Side Customization panel in which you can add sections based on your needs. Moreover, you are provided with a default section which is pre-defined as Contact Info. This Section can be edited to ...
Can I create Pre-defined Request Templates?
Yes, you can create pre-defined Request Templates with pre-defined set of values in the Request form fields. Customers or Support Agents can quickly select the Request Template for further action. To add new Request Template, Goto Setup >Templates ...