How can I customize default e-mail templates?

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• Can I customize Notification Alert e-mail template?

  Yes, you can customize the Notification Alert template. Goto Setup > Notification settings >Notification Rules > click Customize Template link to make the changes.

• Can I change a Support Reps e-mail address?

  Certainly, a Support Agents email address can be changed. However, it has to be changed by the individual Support Agent only. To change the e-mail address, Goto Setup > Personal Settings > My Zoho Account > Click Email Address, add new e-mail ID. ...

• My Support Agent did not receive invitation e-mail

  If your Support Rep did not receive the invitation e-mail to join your organization, you can re-invite the Support Rep. Goto Setup > Admin Settings > Support Reps > Select a Support Agent > Click Re-Invite button. This triggers another invitation ...

• How do I customize Customer Portal home screen?

  You can completely customize your Customer Portal Home screen by adding Widgets and Sections based on your requirements. You can also choose to hide or show the default widgets and sections in the portal. To enable these customizations, Goto Setup > ...

• 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 ...