Field Name | Description | Data type | Maximum Limit |
Department | Specify the department of the ticket | Pick List | - |
Account Name | Select the account related to the ticket | Look up | - |
Contact Name | Select the contact related to the ticket | Look up | - |
Ticket Owner | Select the name of the agent to whom the ticket is assigned | Pick List | - |
Status* | Select the status of the Ticket from the drop-down list | Pick List | - |
Subject* | Specify the title of the Ticket. This field is mandatory | Text box | Alphanumeric(255) |
Product Name | Select the product name related to the ticket | Look up | - |
Category | Select the category of the ticket | Pick List | - |
Sub Category | Select the sub-category of the ticket | Pick List | - |
Classification | Select the classification of the ticket | Pick List | - |
Due Date | Specify the due date for the ticket | Date/Time | - |
Email | Specify the Email ID of the Requestor | Email | Alphanumeric and Special characters |
Description | Specify the details about the ticket | Text Area | 32000 characters |
Channel | Select the channel through which the ticket was received | Pick List | - |
Phone | Specify the phone number of the requestor | Text box | Alphanumeric(30) |
Priority | Select the priority of the Ticket from the drop-down list | Pick List | - |
Resolution | Specify the solution provided | Text Area | 32000 characters |
Field Name | Description | Data type | Maximum Limit |
Account Name* | Specify the company name. This field is mandatory | Text Box | Alphanumeric(100) |
Account Owner | Select the name of the user to whom the account is assigned | Look up | - |
Email | Specify the official e-mail address of the account | E-mail | Alphanumeric and Special characters |
Description | Specify any other details about the account | Text Area | 32000 characters |
Industry | Select the type of industry from the drop-down list | Pick List | - |
Annual Revenue | Specify the annual revenue of the account | Numeric | Integers(10) |
Website | Specify the URL of the company's Web site | URL | Alphanumeric(30) |
Phone | Specify phone number of the account | Text box | Alphanumeric(30) |
Fax | Specify fax number of the account | Text box | Alphanumeric(30) |
Street | Specify the street address of the account | Text box | Alphanumeric(250) |
City | Specify the name of the city where the account is located | Text box | Alphanumeric(30) |
State | Specify the resident state of the account | Text box | Alphanumeric(30) |
Country | Specify the resident country of the account | Text box | Alphanumeric(30) |
Code | Specify the zip code of the account | Text box | Alphanumeric(30) |
Field Name | Description | Data type | Maximum Limit |
Contact Owner | Select the name of the user to whom the contact is assigned | Look up | - |
First Name | Specify the first name of the contact | Text box | Alphanumeric(40) |
Last Name* | Specify the last name of the contact. This field is a mandatory | Text box | Alphanumeric(200) |
Account Name | Select the account related to the contact | Look up | - |
Title | Specify the job position of the contact | Text box | Alphanumeric(50) |
Phone | Specify the office phone number of the contact | Text box | Alphanumeric(50) |
Mobile | Specify the mobile number of the contact | Text box | Alphanumeric(50) |
Email | Specify the primary email address of the contact | Email | Alphanumeric(100) |
Secondary Email | Specify another email address of the contact | Email | Alphanumeric(100) |
Twitter | Specify the Twitter handle of the contact | Look up | Alphanumeric(100) |
Facebook | Specify the Facebook profile of the contact | Look up | Alphanumeric(100) |
Type | Specify the type of contact from the drop down list | Pick List | - |
Street | Specify the street address of the contact | Text box | Alphanumeric(250) |
City | Specify the city of the contact | Text box | Alphanumeric(30) |
State | Specify the state of the contact | Text box | Alphanumeric(30) |
Zip | Specify the zip code of the contact | Text box | Alphanumeric(30) |
Country | Specify the country of the contact | Text box | Alphanumeric(30) |
Description | Specify any other details about the contact | Text box | Alphanumeric(250) |
Field Name | Description | Data type | Maximum Limit |
Department* | Specify the department of the product | Pick List | - |
Product Name* | Specify the name of the product. This field is mandatory | Text box | Alphanumeric(50) |
Product Code | Specify the product identification | Text box | Alphanumeric(40) |
Product Category | Select the category of the product | Pick List | - |
Product Owner | Select the name of the agent to whom the product is assigned | Pick List | - |
Description | Specify any other details about product | Text Area | 32000 characters |
Manufacturer | Select the name of the product manufacturer | Pick List | - |
Unit Price | Specify the unit price of the product | Currency | - |
Field Name | Description | Data type | Maximum Limit |
Department* | Specify the department of the task | Pick List | - |
Task Owner | Select the name of the agent to whom the task is assigned | Look up | - |
Subject* | Specify the subject of the task. This field is mandatory | Text box | Alphanumeric(50) |
Due Date | Specify the due date for the task | Date/Time | - |
Ticket | Select the ticket related to the task | Lookup | - |
Status | Specify the status of the task | Pick List | - |
Priority | Select the priority level of the task | Pick List | - |
Category | Select the category of the task | Pick List | - |
Remind At | Select the check box to set reminder for the task | Check box | - |
Description | Specify the details about the task | Text Area | 32000 characters |
Field Name | Description | Data type | Maximum Limit |
Department* | Specify the department of the call | Pick List | - |
Call Owner | Select the name of the agent to whom the call is assigned | Pick List | - |
Subject* | Specify the subject of the call. This field is mandatory | Text box | Alphanumeric(50) |
Direction | Choose Inbound for the incoming calls in your help desk Choose Outbound for the outgoing calls in your help desk | Select Option | - |
Ticket | Select the ticket related to the call | Lookup | - |
Call Status* | Specify the status of the call | Select Option | - |
Start Time* | Automatically displays the current date and time | Date/Time | - |
Duration* | Displays the call duration for the Current Calls. For Completed Calls, specify the call duration. | Numeric | - |
Priority | Select the priority level of the call | Pick List | - |
Contact Name* | Select the contact related to the call | Lookup | - |
Remind me | Select the check box to set reminder for the call | Check box | - |
Description | Specify the details about the call | Text Area | 32000 characters |
Field Name | Description | Data type | Maximum Limit |
Department* | Specify the department of the event | Pick List | - |
Event Owner | Select the name of the agent to whom the event is assigned | Pick List | - |
Subject* | Specify the subject of the event. This field is mandatory | Text box | Alphanumeric(50) |
Category | Select the category of the event | Pick List | Alphanumeric(50) |
Start Time* | Specify the date and time when the event will be started | Date/Time | - |
Duration* | Specify the event duration | Numeric | - |
Ticket | Select the ticket related to the event | Lookup | - |
Status | Specify the status of the event | Pick List | - |
Priority | Select the priority level of the event | Pick List | - |
Contact Name* | Select the contact related to the event | Lookup | - |
Remind me | Select the check box to set reminder for the event | Check box | - |
Description | Specify the details about the event | Text Area | 32000 characters |
Field Name | Description | Data type | Maximum Limit |
Department* | Specify the department of the contract | Pick List | - |
SLA Name* | Select the SLA to be associated with the contract | Pick List | - |
Contract Owner | Select the name of the agent to whom the contract is assigned | Pick List | - |
Contract Name* | Specify the contract name. This field is mandatory | Text box | Alphanumeric |
Contract Number | Specify the contract identification number | Text box | Alphanumeric |
Product Name | Select the product name related to the contract. | Look up | - |
Contract Start Date* | Specify the date on which the contract starts | Date | - |
Contract End Date | Specify the date on which the contract ends | Date | - |
Description | Specify the details about the contract | Text Area | 32000 characters |
Field Name | Description | Data type | Maximum Limit |
Agent | Select the name of the agent to whom the ticket is billed | Pick List | - |
Ticket Charge Type* | Select the charge type for the time spent | Pick List | - |
Executed Time | Specify the date and time when the service will be started. | Date/Time | - |
Hours Spent | Specify the number of hours of service rendered | Numeric | Integers(19) |
Minutes Spent | Specify the number of minutes of service rendered | Numeric | Integers(19) |
Seconds Spent | Specify the number of seconds of service rendered | Numeric | Integers(19) |
Agent Cost/Hour | Specify the agent's cost per hour | Numeric | - |
Additional Cost | Specify if there are any extra charges | Numeric | - |
Total Cost | Total cost will be auto-computed | Numeric | - |
Description | Specify the details about the time entry | Text Area | 32000 characters |
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
Write to us: support@zohoforms.com