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* Home * Apps * Services * Blog * Store * Support * Company * Contact * Home * Apps * Services * Blog * Store * Support * Company * Contact Search ARTICLE CATEGORIES GENERAL(6) * Sales FAQ * Installing Zap App * Updating an existing Zap App * Uninstalling a Zap App * Support Policy * Activating Business Processes & Business Rules LICENSING(6) * Begin trial by registering license online * App activation by clicking “Update License” button * App activation using license key (front-end) * App activation using license key (back-end) * Points to note when reinstalling app (regarding licensing) * Troubleshooting – 1: Invalid App License error in Sandbox env. when restored from Production ZAP ATTACHMENT VIEWER(7) * Release Notes * Protected: High Level Steps * Protected: Security Roles * Protected: Global Settings * Protected: Create Data-Source record * Protected: Getting Started – How to add Zap Attachment Viewer web resource to entity form? * Protected: Uninstalling Attachment Viewer App ZAP AUTONUMBER(7) * Release Notes * FAQ * Getting Started – Configuring Zap AutoNumber * Date-Time token format examples * Sample AutoNumbers and their configuration settings * Generating AutoNumber for existing records * Uninstalling Zap AutoNumber ZAP CALENDAR PRO (SCHEDULE ANYTHING)(25) * Release Notes * Protected: High Level Steps * Protected: Getting Started – Security Roles * Protected: Adding “Calendar” link to Sales Hub / Service Hub / … * Protected: Important Points to Note * Protected: Getting Started – Creating Calendar Templates * Protected: Using sample calendar templates to get started quickly * Protected: Recurring (Repeating) Events * Protected: Scheduling Availability / Setting Working Hours * Protected: Configuring Zap Copy Record App for certain Calendaring functionality * Protected: Sharing Calendar with Users / Dynamics 365 Teams (not Microsoft teams) * Going through Calendar UI * Protected: Calendar View – Timeline View * Protected: Calendar View – Agenda View * Protected: Calendar View – Top-Down View * Protected: How to embed “Calendar Pro” Web Resource in Dashboard * Protected: Using Calendar Pro from Mobile App * Protected: Troubleshooting * Protected: FAQ * Protected: All-Day Event * Protected: Scheduling Service Activities in Dynamics 365 for Customer Service * Protected: Setting up Conference Room Booking * Protected: Unscheduled Items * Protected: Walk-through of configuring “Opportunity Nearing Close Date” Calendar * Protected: Multi-language Compatibility ZAP CASE TIME TRACKER- DEPRECATED - USE ZAP TIME ENTRY APP(7) * High Level Steps * Release Notes * FAQ * Getting Started – Security Roles * How to add/edit Time Entry records? * Reporting * How to add “Time Entry” Sub-grid & fields in Case form and view? ZAP COPY RECORD(13) * Release Notes * Protected: High Level Steps * Protected: Using Copy Record functionality * Getting Started – Security Roles * Protected: Getting Started – Create “Copy Templates” * Protected: How to copy record along with its child records (up to N levels)? * Protected: How to CLONE / COPY Field Service – Work Orders? * Protected: How to Copy record from One entity to Another * Protected: Recurrence Copy: How to copy record automatically in fixed intervals (e.g. if we need to clone/copy an opportunity every 6 months or a Case every 30 days) * Protected: How to Copy Record using Workflow? * Protected: How to Copy Record using Power Automate FLOW? * Protected: How to set “Copy Recurrence” using Power Automate Flow or Workflow? * Troubleshooting – Getting error “Cannot insert duplicate key” when “Copy Record” button is clicked ZAP EMAIL PARSER(12) * Release Notes * Protected: Getting Started – How Zap Email Parser works? * Getting Started – Security Roles * Protected: Getting Started – Email Parser Setup * How do you handle true/false, option-sets, currency, date data-type and other non-text fields? * Protected: Setting default fields (eg lead topic, lead owner) when creating new records (eg leads) using Zap Email Parser * Protected: How to install sample data * How to Backup and restore “Email Parser” Templates (and parsing rules): * Protected: Walkthrough: Email to Lead * Protected: Walkthrough: Email to Case * Troubleshooting * Known Issues ZAP EMAIL READER(13) * Release Notes * FAQ * Navigating the App (Sitemap) * Getting Started – Security Roles * How to use “Email Reader” App? * Protected: Getting Started – High level Steps * Protected: Configuring Data Source * Protected: Installing Sample Configuration * Protected: How to embed “Email Reader” Web Resource in Form (Inline) * How to embed “Email Reader” Web Resource in Form (Related Section) * Protected: How to embed “Email Reader” Web Resource in Dashboard * Protected: Known Issues * Protected: Troubleshooting-1 – “Error Message “Data Source Configuration ID incorrect ZAP HELPDESK - EMAIL TO CASE (DEPRECATED)(15) * Release Notes * FAQ * Protected: Navigating the App (Sitemap) * Getting Started – Designing a Customer Support process using Zap Helpdesk – Email to Case App * High Level Steps * Getting Started – Setting up the Support Queue (with a mailbox) * Getting Started – Security Roles * Protected: Getting Started – Helpdesk Email-to-Case Setup * “Quick Email Reply” feature explanation * Creating / Modifying Canned Responses * How to know if new email response has been received for a Case? * New fields added by Helpdesk App in Case form * Setting up Internal Company Helpdesk using Zap Helpdesk – Email to Case App * Adding “Quick Email Reply” section to additional Case forms * Troubleshooting ZAP HELPDESK - LATEST(21) * Release Notes * New Features in Helpdesk * Protected: High Level Steps * Protected: Overview of various Helpdesk Settings * Protected: Setting up the Support Queue & Team * Protected: Security Roles * Protected: Organize / Add various Case fields and sections to Case form (which were added from Zap Helpdesk solution) * Protected: Configuring Email-to-Case Settings * Protected: Configuring Additional Case Settings * Protected: Configuring Notification Settings (Email, In-App, Push, Teams) * Protected: Known Issues * Configuring Email Commands * Protected: Configuring Global Settings * Protected: Explaining Case History Panel * Protected: Using “Email Reply” Panel added to Case form * Protected: Configuring Canned Responses * Protected: Troubleshooting Helpdesk PRO * Protected: Configuring Recent Case Updates * Generating Teams Notifications: – Registering an Azure App * Protected: Configuring Azure Storage (Optional) * Protected: Why do we need a custom “Email Recipients” section in Case form? ZAP NOTIFICATIONS (DEPRECATED-OCT21...REFER "ZAP NOTIFICATIONS GENERATOR")(15) * Release Notes * Protected: Navigating the app (Sitemap) * What are the different types of Notifications? * Protected: Getting Started – Global Settings * Protected: Getting Started – Security Roles * Protected: Adding General Bell Notifications * Protected: Adding Trigger Bell Notifications (Now supported using Power Automate/Flow) * Protected: Adding Recurring Bell Notifications * Smart Notification Delivery feature controlled by User preferences (Released: Feb 2021) * Protected: How to enable / disable Form Notifications for selected entities? * Protected: Adding Fixed Form Notification * Protected: Adding Conditional Form Notifications * Protected: Troubleshooting 1 – Receiving errors like “Something went wrong” * Protected: Multi-language Compatibility * Protected: Known Issues ZAP NOTIFICATIONS GENERATOR (IN-APP, PUSH, EMAIL)(20) * Release Notes * Protected: High Level Steps * Protected: Points to Note * Security Roles * Protected: Configuring Power Automate flow to enable Push Notifications * Protected: Getting Started – Global Settings * Protected: Create General Notification configuration * Protected: Create Trigger Notification configuration * Protected: Trigger Notification – Configuration for notifying a User when they are tagged / mentioned in a post * Protected: Create Recurring Notification configuration * Protected: Configuring Email Notifications * Protected: Configuring User Notification Preferences + User Personal Settings + Instructions to add these links to sitemap * Protected: Which App will open-up… when User clicks on a URL sent in the message? * Protected: How to enable / disable Form Notifications for selected entities? * Protected: Adding Fixed Form Notification * Protected: Adding Conditional Form Notifications * Protected: Miscellaneous: Create General Thunder Notification configuration * Protected: Miscellaneous: Create Trigger Thunder Notification configuration * Protected: Miscellaneous: Create Recurring Thunder Notification configuration * Troubleshooting ZAP PSA (PROFESSIONAL SERVICES AUTOMATION)(38) * MODULE 1: CASE TIME TRACKING(13) * MODULE 2: CONTRACT MANAGEMENT & INVOICING(9) * MODULE 4: TIMESHEET MANAGEMENT(8) * Copy Templates * Protected: High Level Steps * Protected: Initiate Background jobs * Protected: Temporary page 1 (ignore) * Protected: Glossary * Release Notes * Protected: Global Settings * Protected: Security Roles ZAP REPORT SCHEDULER(29) * Release Notes * High Level Steps * Getting Started – Security Roles * Export Report Feature (Manually) – Approach 1 : Clicking “Export Report” button * Export Report Feature (Manually) – Approach 2 : 1-Click using Custom button * Protected: Getting Started – Global Settings * Protected: Register an Azure App (no azure credits needed) * Protected: Getting Started – Set Up Authentication * Protected: Report Scheduling * Protected: View Scheduling * Protected: View Scheduling – Designing Report Template * Protected: Excel Template Scheduling * Protected: Scheduling Report Hourly using Microsoft Flows * Protected: Using Workflow Capability to generate Report (To be deprecated) * Protected: Using Power Automate OR Workflow to generate Report (Multiple Reports in single email) * Protected: Using Power Automate OR Workflow capability to generate Word / PDF from Word Templates * Trouble-shooting Retry attempts for Scheduled Report OR Triggered Word Template or Triggered Report * Viewing emails generated for a scheduled report * Saving Generated Document to SharePoint – Sample Settings * Protected: Sharing the SharePoint download link for the document in teams channel automatically * Workflow Scheduling * Workflow Scheduler UseCase: Sending automated email with reports (as pdf) to Customers or Partners (eg sending cases summary report to all customers weekly or sending order detailed report to partners (distributors) daily) * Troubleshooting * Protected: Ultimate Troubleshooting – Running the Scheduled report in Safe Mode * Known Issues * Points to note when using report filters * How to dynamically filter report records by Owner of Scheduled record (RS Config record)? * Bulk Report Scheduling * Protected: Archived – Register an Azure App (no azure credits needed) – LEGACY APPROACH ZAP USER ADOPTION TRACKER(12) * Protected: High Level Steps * Protected: Points to Note * Security Roles * Protected: Enable/disable tracking for selected Users * Protected: Creating Global Settings * Protected: Configuration needed to track User-Actions * Protected: Configuration needed to track Form-Opens * Protected: Setting up Dashboards * Protected: Troubleshooting * Uninstalling Solution file * FAQ * Protected: Populating User-Action History table with Referential link to Record (Account / Contact /…) NEED HELP? Contact support@zapobjects.com for any questions. PASSWORD PROTECTION Some areas of user-guide are password protected. To request password, email support@zapobjects.com. CATEGORIES * General 6 * Licensing 6 * Module 1: Case Time Tracking 13 * Module 2: Contract Management & Invoicing 9 * Module 4: Timesheet Management 8 * Zap Attachment Viewer 7 * Zap AutoNumber 7 * Zap Calendar Pro (Schedule Anything 25 * Zap Case Time Tracker- Deprecated – Use Zap Time Entry App 7 * Zap Copy Record 13 * Zap Email Parser 12 * Zap Email Reader 13 * Zap Helpdesk – Email to Case (DEPRECATED 15 * Zap Helpdesk – LATEST 21 * Zap Notifications (Deprecated-Oct21…Refer "Zap Notifications Generator" 15 * Zap Notifications Generator (In-App, Push, Email 20 * Zap PSA (Professional Services Automation 8 * Zap Report Scheduler 29 * Zap User Adoption Tracker 12 POPULAR ARTICLES * Begin trial by registering license online * Installing Zap App * App activation by clicking “Update License” button * Protected: Getting Started – Set Up Authentication * Release Notes LATEST ARTICLES * Protected: Timesheets FAQ * Protected: Setting up Approval process * Protected: How we calculate billability of project time-entries? * Project Analytics & tracking progress using estimations * Copy Templates CORPORATE OFFICE ADDRESS Zap Objects LLP, Sai 207, Vikrant Circle, Ghatkopar (E), Mumbai 400077 India CONTACT US +1.571.403.2582 support@zapobjects.com Copyright 2018 Zap Objects | All Rights Reserved We're Online! 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