Workaround for Contacts tab not visible for support reps (post 11.0 version)
Post 11.0, the contacts tab will not be shown at the top for support reps.
As a workaround follow these steps
1. Goto Admin -> ZOHO Creator apps
-> Instead of ServerURL, you need to enter your server URL.
3. Now save the link.
This configuration is portal-based, you need to repeat in all portals.
Now when a support rep logged in, he can view the option from this link
Clicking on this link will take the Contacts list view as earlier.
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query to find the unapproved contacts -> PGSQL
Below is the query to find the unapproved contacts -> PGSQL-> can be used from version 11 SELECT aaauser.User_id AS "User ID", aaauser.first_name "First name", aaauser.last_name "Last name", hd.id "Portal ID", hd.displayname "Portal Name", ...
Query for Support Rep list in DB
Please run this query to find the list of Support Reps available with login in the system select * from aaauser aaau join sduser sdu on aaau.user_id=sdu.userid inner join helpdeskcrew hd on sdu.userid=hd.technicianid inner join aaalogin aaal on ...
Phone number need to be mandatory in 8.1 for contacts
Kindly follow the steps below to create the FAFR, 1. Access admin Module 2. Select the request template option and click the edit option the required request template the script needs to be applied on 3. Select the Fields and Forms Rule tab and paste ...
Steps to Import accounts / contacts through schedule csv from SCP 11001 build
This is applicable only from 11001 builds. How to do? # Based on the Globalconfig table entry with category as 'CSVUserImportSchedule', this can be turned ON/OFF. By default this is turned OFF. Query to enable the feature - update Globalconfig set ...
Alternative for Full Backup - Trimmed backup
Applicable till 8.1 version (Till 8121 builds) Nowadays the database size is huge in various users instance. It is because the indexing related files, archived files, file attachments are folder are huge in size. Due to which either our application ...