Setup page changes: Regrouping and categorization of features

Setup page changes: Regrouping and categorization of features

 Dear Desk Users,


We're pleased to announce an upcoming revamp of the Desk setup page. These changes are intended to improve the organization and visibility of features on the setup page. 

Why are we making these changes?

Simplified navigation


Our primary goal is to make it easier for you to find exactly what you need, when you need it. The new setup page features a more intuitive and streamlined structure, reducing the number of clicks and the time spent searching for features.


Consistency and clarity


Some features have been renamed to adhere to standardized naming conventions. In addition, related features are grouped together, and new groups have been introduced to maintain consistency, ease navigation, and minimize confusion, making your Zoho Desk experience more user-friendly.


Future-ready design


The new setup page is designed to accommodate the evolving needs of Zoho Desk users and ensure that the platform can successfully accommodate future enhancements and new features.

Changes in existing sections

  • General

    • This section has been renamed Organization.
    • The Holiday Lists option, previously located within Business Hours, is now placed separately under Organization.
    • Zia, Zia powered by ChatGPT, Guided Conversations, and Gamescope have been moved out of General and placed in a separate category.



  • Users and Controls

    • This section has been renamed User Management.
    • The Roles, Profiles, and Data Sharing features, previously located within Permissions, are now placed separately under User Management.



  • Channels

    • ASAP has been moved out of Channels and placed under a different section.



  • Customization

    • Module has been renamed Modules and Tabs.
    • Notify has been moved out of Automation and placed under Customization and renamed Notification.
    • Skills have also been moved out of Automation and placed under Customization.
    • Email Templates and Ticket Templates, which were previously within Templates, are now placed separately under Customization.
    • A new feature Custom Buttons has been included under Customization.



  • Automation

    • Notify and Skills have been moved under Customization.
    • The Supervisor feature has been renamed Supervisor Rules.
    • The Support Contracts feature has been renamed Support Plans.
    • A new feature called Action Gallery has been added under Automation.



  • Data Administration

    • The Import and Export features, previously placed together as Import/Export, are now placed separately under Data Administration.
    • A new feature called Attachment Control has been added.



  • Marketplace

    • Renamed to Integrations.
    • Marketplace has been newly added under Integrations.


New sections added

Four sections have been introduced in the setup page based on the functionality the features offer:

  1. Self Service

    1. Guided Conversations has been moved from General to Self Service.
    2. ASAP has been moved from Channels to Self Service.



  2. Zia

    1. Zia has been moved out of General and placed as a separate category.
    2. Zia Powered by ChatGPT has been renamed Zia Powered by GPT and moved from General to Zia.



  3. Privacy and Security

    1. The Data Subject Request feature, previously located within Privacy Settings, is now placed separately under Privacy and Security.
    2. The Read Receipts feature, also previously located within Privacy Settings, is now placed separately under Privacy and Security.
    3. A new Audit Log feature has been added.



  4. Personalization

    1. The My Information feature, previously located within Personal Settings, is now placed separately under Personalization.
    2. The Preferences feature, also previously located within Personal Settings, is now placed as a separate entity under Personalization.
    3. A new My Profile feature has been added.


 

NoteThe Developer Space section remains unchanged.


We are planning to make the new grouping of features on the setup page available for all users across DCs within a week. Please check this space for any additional information regarding these changes.

We hope you find the new categorization more intuitive, easy to navigate, and that it will enhance your experience with Zoho Desk. Stay tuned for the rollout of these exciting changes!


Thank you and have a great day!


Regards,

Varsha P | Zoho Desk - User Education


    Access your files securely from anywhere

        Zoho Developer Community




                                  Zoho Desk Resources

                                  • Desk Community Learning Series


                                  • Digest


                                  • Functions


                                  • Meetups


                                  • Kbase


                                  • Resources


                                  • Glossary


                                  • Desk Marketplace


                                  • MVP Corner


                                  • Word of the Day



                                      Zoho Marketing Automation
                                              • Sticky Posts

                                              • Webinar 2: Supercharged customer support for growing business

                                                Join us for this webinar and learn how to step up your support game using a real-time communication platform to generate happier, more successful customers. In this live webinar, we will will discuss the importance of SalesIQ for your support team and how it can help you:  Understand your customers better and their journeys to proactively support and engage them even before they ask for help.  Integrating real time conversations into Zoho Desk’s Support, providing a conversational customer service
                                              • Customize Colors of your Customer Self Service Portal

                                                You asked for it. We heard you. We're happy to roll out the most sought after feature request, Customizing the Colors of your Customer Self-service Portal. Now you can set the color of your customer portal to mimic your company's web site, so that your customers visiting the portal will not feel alienated by the default theme.  Go ahead and configure the color of the header, tabs, fonts and background according to your needs. You can either choose between default color themes like Blue, Grey, Green
                                              • Edit and Delete options in Comments

                                                A lot of teams have been using ticket comments extensively to collaborate everyday. Notification Center further improved this experience by bringing real-time updates. As we continue to build more improvements to this experience, we've shipped a small-yet-important
                                              • 2024 Email Authentication Standards: Elevating Security with Google and Yahoo

                                                In contemporary email communication, email authentication plays a pivotal role in mitigating email fraud, spam, and phishing attacks. Brace yourself for a new level of security. Starting February 2024, Gmail and Yahoo will be implementing robust email
                                              • Announcing the New and Improved Article Editor

                                                KBase articles are known to help customers, find solutions to problems on their own and set the stage for ticket deflection. That said, the way you present your KBase content is the clinching factor that ensures your customers stick around to consume it.  We took it upon ourselves to build an editor that allows you to publish articles without delving into the code. Well, at least for the most part. With more options and a redefined interface, the article editor in Zoho Desk is now better than ever!


                                              Manage your brands on social media



                                                    Zoho TeamInbox Resources

                                                      Zoho DataPrep Resources



                                                        Zoho CRM Plus Resources

                                                          Zoho Books Resources


                                                            Zoho Subscriptions Resources

                                                              Zoho Projects Resources


                                                                Zoho Sprints Resources


                                                                  Qntrl Resources


                                                                    Zoho Creator Resources



                                                                        Zoho Campaigns Resources


                                                                          Zoho CRM Resources

                                                                          • CRM Community Learning Series

                                                                            CRM Community Learning Series


                                                                          • Kaizen

                                                                            Kaizen

                                                                          • Functions

                                                                            Functions

                                                                          • Meetups

                                                                            Meetups

                                                                          • Kbase

                                                                            Kbase

                                                                          • Resources

                                                                            Resources

                                                                          • Digest

                                                                            Digest

                                                                          • CRM Marketplace

                                                                            CRM Marketplace

                                                                          • MVP Corner

                                                                            MVP Corner





                                                                              Design. Discuss. Deliver.

                                                                              Create visually engaging stories with Zoho Show.

                                                                              Get Started Now