How do I create a template?

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• 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. ...

• 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 insert image in Email Template?

  Yes, you can insert images in E-mail template. Select insert image icon while creating Email template. Refer email template.

• 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 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 ...