Why am I not able to add New Profiles in Free Edition?

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• Can I add new fields to the forms Accounts, Requests, Contacts, etc? Can I add new fields to the forms Accounts, Requests, Contacts, etc? Can I add new fields to the forms Accounts, Requests, Contacts, etc? Can I add new fields to the forms Accounts, Requests, Contacts, etc? Can I add new fields to

  Yes, you can add new fields to the forms of all modules (Requests, Solutions, Contacts, Contracts, Accounts, Products and Tasks). To add new fields, Goto Setup > [Module] Settings > Fields List > New Custom Field > Select Field type > name the field ...

• 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 ...

• I'm unable to create Roles & Profiles

  Please make sure you have added two or more Support Agents in your organization account. Goto Setup > Admin Settings > Support reps >add another rep, so that options like Roles, Profiles, Groups show ups automatically.

• How can I add a custom section?

  You can add a new custom section under the Main Content Area in the customer portal home page. To create a new section, do the following: Log into Zoho Support. Click

• I'm not able to Deactivate Support Agent

  If you are not able to de-activate a Support Agent, please check if the Support Agent is a primary contact. Goto Setup >Admin Settings >Company Details >Check if the Support Agent is a primary contact.