How to create a request template for frequently raised requests?
You can create Request Templates and add requests instantly using them. They can be customized individually for frequently raised issues.
Just select any template relevant to the request from the Select Template drop box in the New Request from.
Select any template relevant to the request from the Select Template drop box in the new request form. The request form displays pre-filled values. Just do required changes and click Save to create a request template.
To learn in length about template creation please refer to this link.
Related Articles
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 ...
Can I create multiple tasks for a request and assign them to different support reps?
Yes, you can create tasks to complete specific requests related to requests. You can also create multiple tasks and assign it to various support rep so that they can work on different issues of a request simultaneously, considerably reducing the ...
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 ...
Can I capture requests directly from my website?
Yes, you can capture requests directly from your company's website. Zoho Support allows you to build web-to-request form following which you can edit the HTML source in your favorite editor, test them thoroughly and publish in your website. To learn ...
How do I insert values from my Request form in Email Template?
When creating a new e-mail template, select the module from Available Merge Fields, which lists the available fields in that module. Select a field to populate Copy Merge Field Value. Copy the html code and paste it in the E-mail template body and ...