Can I add columns in the popup for the lookup fields?
Article answer 426
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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 ...
Can I hide fields for Support Agents?
You can hide fields using Field Level Security. Goto Setup > Admin Settings > Field Level Security Select the profile name, module and uncheck the fields you want to hide and Save. To create Profile Goto Setup > Admin Settings > Profiles > Add New ...
Can I customize search? Need to add more fields for search?
Yes, you can customize your search. Goto Setup >Tab Settings >Search Layout >select the module/tab >edit and select the fields that you would like to search. Please Note: You cannot select more than 6 fields.
Can I add columns to the Invoice or Quote template?
Article answer 66
New - Related Tickets by Custom Fields for Zoho Desk
Being able to view tickets that have the same custom field value as the current ticket helps agents provide better, faster, and more personalized customer responses. For example, you might want to view tickets with a similar custom field value as ...