Zoho FAQ
Using Email Templates in tickets.
Using Email Templates in tickets. When replying to a ticket you can use email templates for common responses to the customer. You can access email templates from button marked by the blue square below. After clicking on the email templates button a ...
Editing Customer Account Information
Editing Customer Account Information 1.) click on the account you wish to edit. 2.) Click on the three dots on the right-hand side to open the menu 3.) After opening the menu click edit. 4.) After clicking on edit a new form will load allowing you to ...
Responding to a Zoho Ticket.
Responding to a Zoho Ticket. You can use the two buttons below to respond to a ticket. The left button is to do a public reply. The right button is to do a private comment. This is what commenting looks like. Commenting also you to communicate with ...
Creating a New Ticket.
Creating a New Ticket. To create a new ticket you can either email the ticket in via support@trifoilimaging.com or hit the plus sign at the top of the image. Please make sure you are in the Ticket module on the top left. Once you click the "+" you ...
Requesting Parts through Zoho Instructions
Scope: How to use Zoho to request parts from Procurement and Logistics Department. Provide P&L Dept. with all information needed so they can ship parts to engineers in field. Also provide brief description of where to find active parts lists. ...
Setting up a View to show all tickets
Setting up a View to show all tickets By default all ticket views in Zoho only show the last 30 days. To make sure that all tickets show please click the three dots horizontally to open up the filter menu. Change setting Ticket received in to "All ...