What is Return URL while creating Web Request Form?

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• How do I publish web form in my website to capture customer requests?

  To generate "Web Form", Goto Setup > Request Settings > Web-to-Request form. Follow the steps, generate the html code and embed the form in your website. For detailed help, refer Web-to-Request Form.

• What are the modes available to add a new Request?

  A new request can be added in 5 unique modes. 1. Manual Addition: When your customer lodges an issue over phone, the support rep tending to the customer can manually add a request by filling the Add-Request form.. 2. Via E-mail : Your customers can ...

• 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 ...

• 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 ...

• 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. ...