Seventh Insight - Organize your data using Modules

Seventh Insight - Organize your data using Modules

The Wheels of Ticketing - Desk Stories

Organize your data using Modules


What are Modules?

Modules in Zoho Desk are powerful organizational tools that facilitate efficient help desk operations. There are eight standard modules, each designed to manage a specific aspect of customer support. These modules allow businesses to align the user interface with their help desk processes and provide a tailored experience for support agents and customers.

The customization of module settings enables teams to adjust the system based on their unique workflows and requirements. This flexibility ensures that the support system is not only practical but also aligned with the organization's specific goals. 

However, it is essential to note that only users with administrator privileges have the authority to perform these customizations. This ensures that the system's integrity is maintained and modifications are made thoughtfully to support effective customer service operations.

What are Custom Modules?

Modules in Zoho Desk are specialised to hold different types of information related to customer service. For instance, the Tickets module is dedicated to managing customer inquiries, requests, and issues, while the Contacts module gathers and organizes detailed customer information to facilitate personalized interactions.

Given the unique demands of customer support in different industries, it's crucial to have the flexibility to customize these modules. In the health and wellness sector, for example, relevant modules might be tailored to specific stakeholders or assets, such as hospitals, doctors, ambulances, and medications. In contrast, the travel and tourism industry might benefit from modules dedicated to packages, destinations, travel vendors, and bookings.

Zoho Desk enables users to create custom modules tailored to their specific business prerequisites. This customization can be further enhanced by adding custom fields that capture unique data points, implementing data validation to ensure accuracy, and creating field dependencies that conditionally display specific fields based on user selections. 

Organizing data into sections can also significantly enhance the usability of forms, providing a more intuitive experience. This level of adaptability enables every business to optimize its customer service processes for increased efficiency and customer satisfaction.
Info
Managing access to Custom Modules 
Whenever you create a module, the option to define module permissions is available, which allows you to select specific users or roles. Additionally, data sharing is also available for custom modules. If a module is designated as private in data sharing, agents assigned to that particular role will only have access to records owned by them or agents with subordinate roles. 

Working with Modules

Organizing modules 

Organizations can display only the relevant modules and hide the unnecessary ones. The hidden modules will not be shown to your users, irrespective of their profiles. You can also drag and drop modules to change the order in which they are displayed in the menu bar.

Renaming modules

The Zoho Desk system allows module names to be renamed according to industry-specific terminologies. For instance, an e-commerce business might rename the “Knowledge Base” module “FAQ.” Only users with administrator privileges can change module names. 

Unveiling the Desk Modules

When teams implement Zoho Desk, it's important to review each module, understand their functions, and configure the right mix of standard and custom modules to deliver practical support to customers.

Tickets module

The Tickets module in Zoho Desk is designed to organize and present relevant information about support tickets within the help desk system. It enables users to link tickets with other standard modules, providing a detailed overview of ticket activities, outstanding tasks, associated files, solutions, and other relevant information. This module acts as a central point for managing and retrieving all necessary details related to customer support requests, which enhances the support workflow for agents and accelerates response times for customer inquiries.

Accounts module

The Accounts module helps organize tickets and contracts by company to manage support effectively at the organizational level. You can associate an account with specific contacts (individuals) to ensure they receive the agreed-upon service level whenever they submit support tickets through one of the many channels enabled in Zoho Desk.

Contracts module

Most service providers establish a formal agreement with their customers that details the specific types of services to be provided and other requirements, such as response times. This not only sets clear expectations for both parties but also promotes a sense of trust and accountability. The Contracts module makes it easy for support teams to ensure compliance with these agreements and deliver the agreed-upon service levels.

Custom modules

Organizations with unique needs may want to implement additional capabilities not found in the standard modules. In this case, custom modules are invaluable for tailoring solutions that align perfectly with how a company does business. For example, generic modules such as "Customers," "Products," or "FAQs" may not be effective in serving the education sector. Instead, educational institutions can develop bespoke modules, such as "Students," "Teachers," and "Admissions," which directly correspond to their audience and operational needs.

Custom modules can seamlessly integrate with core Desk modules through the use of lookup fields, which makes them much more than stand-alone components. Beyond that, custom modules bring a multitude of benefits, including tailored field customization, automated workflows, and the ability to establish precise access controls to enhance overall operational efficiency and user experience.

Knowledge Base module

The Knowledge Base (KB) module is a self-serve online library of information that enables your customers to access solution articles for addressing various product or service-related queries. Agents can create articles related to your product or service and organize them under custom sections for easy access. 

Dashboard module

Finally, we have the Dashboard module. It serves as a centralized interface that provides users with an overview of key metrics, activities, and performance indicators related to support tickets and customer interactions. 

As teams adopt these modules, they often find many ways to improve their customer support experience, such as using custom fields in their Custom Modules. This allows users to add fields that capture specific information to make their service even more personalized.

Conclusion

A well-structured support system makes a world of difference in customer service. The modules not only simplify workflows but also help teams deliver exceptional service to every customer. Support teams that implement Zoho Desk can transform their customer interactions, resulting in quicker resolutions, more efficient management, and satisfied customers who feel valued by their providers.

 

Please stay tuned for more Desk Module stories.

 

Cheers,

 

Kavya Rao

The Zoho Desk Team


    Access your files securely from anywhere

        All-in-one knowledge management and training platform for your employees and customers.







                              Zoho Developer Community




                                                    • Desk Community Learning Series


                                                    • Digest


                                                    • Functions


                                                    • Meetups


                                                    • Kbase


                                                    • Resources


                                                    • Glossary


                                                    • Desk Marketplace


                                                    • MVP Corner


                                                    • Word of the Day


                                                    • Ask the Experts





                                                              Manage your brands on social media



                                                                    Zoho TeamInbox Resources



                                                                        Zoho CRM Plus Resources

                                                                          Zoho Books Resources


                                                                            Zoho Subscriptions Resources

                                                                              Zoho Projects Resources


                                                                                Zoho Sprints Resources


                                                                                  Qntrl Resources


                                                                                    Zoho Creator 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


                                                                                              Zoho Show Resources

                                                                                                Zoho Writer

                                                                                                Get Started. Write Away!

                                                                                                Writer is a powerful online word processor, designed for collaborative work.

                                                                                                  Zoho CRM コンテンツ



                                                                                                    Nederlandse Hulpbronnen


                                                                                                        ご検討中の方




                                                                                                                • Recent Topics

                                                                                                                • Access to Specific Zoho Desk layout for external parties

                                                                                                                  Hi, We have a partner who handles for us sales requests from specific markets. He is not a Zoho Desk user. But we want him to b part of a specific Zoho Desk layout to handle inquiries.  How to achieve it in the easiest way possible?
                                                                                                                • Is It Possible to Convert a Custom Module to a Quote?

                                                                                                                  I recently created a custom module in our CRM environment for RFQs so that our sales team can submit quote requests directly in Zoho rather than by email/phone. This allows for a cleaner overall process, minimizing potential errors and potentially encouraging
                                                                                                                • CRM verify details pop-up

                                                                                                                  Was there a UI change recently that involves the Verify Details pop-up when changing the Stage of a Deal to certain things? I can't for the life of me find a workflow or function, blueprint, validation rule, layout rule ect that would randomly make it
                                                                                                                • Ability to Disable System Banner Messages in Chat Flow Control

                                                                                                                  Dear Zoho SalesIQ Team, Greetings, We would like to request an enhancement related to the system banner messages in Zoho SalesIQ chat flow control. Current Behavior: SalesIQ allows configuring various automatic banner/system messages such as: Waiting
                                                                                                                • How do you do ticket add ons in Backstage?

                                                                                                                  Hi Everyone, If you wanted to have general admin tickets and allow for add ons, like camping, or car or Carbon offset. What would you do? Peace Robin
                                                                                                                • Writing SQL Queries - After Comma Auto Suggesting Column

                                                                                                                  When writing SQL Queries, does anyone else get super annoyed that after you type a comma and try to return to a new line it is automatically suggest a new column, so hitting return just inputs this suggested column instead of going to a new line? Anyone
                                                                                                                • Sort Legend & stacked bar chart by value

                                                                                                                  I'd love to see an option added to sort the legend of graphs by the value that is being represented. This way the items with the largest value in the graph are displayed top down in the legend. For example, let's say I have a large sales team and I create
                                                                                                                • Idle Chat Reminders for Agent-Handled Conversations

                                                                                                                  Dear Zoho SalesIQ Team, Greetings, We would like to request an enhancement to the Idle Chat Handling functionality in Zoho SalesIQ—specifically for chats that are handled by human agents after a bot-to-agent transfer. Current Behavior: In Zobot settings,
                                                                                                                • Layout Adjustment.

                                                                                                                  Hello Latha, Hope you are doing well. I wanted to check with you about adjusting the layout columns in the Service Report from the backend, as currently there is no capability for us to customize the layout from our end. Below is the output that I am
                                                                                                                • Snapchat

                                                                                                                  Are there any plans to add Snapchat to Zoho Social or is there any API that we can use to integrate into Zoho.
                                                                                                                • Zoho Sign "An unexpected error occured" when clients trying to sign documents

                                                                                                                  We are unable to have clients sign our documents. When attempting to complete the process an error appears saying "an unexpected error occured" and in the document history just shows "signing failure." We are at a complete standstill with no response
                                                                                                                • Service Reports.

                                                                                                                  Hello Team, I have a requirement to create multiple service reports for a single AP. That means, in one AP I have 5 service line items, and all line items are linked to assets. Once I complete the AP, I want to generate 5 individual service reports, one
                                                                                                                • ¡Vuelven los Workshops Certificados de Zoho a España!

                                                                                                                  ¡Hola usuarios de Español Zoho Community! Hace ya unos días que hemos dado la bienvenida al 2026, y promete ser un año de lo más emocionante. Y es que nos gustaría haceros nuestro particular regalo de Reyes, aunque lleguemos un poco tarde. 🎁 ¡Nos gustaría
                                                                                                                • Cancel Subscription

                                                                                                                  Hi , Im want to cancel my account but without success please help me to do it
                                                                                                                • Deprecation Notice: OpenAI Assistants API will be shut down on August 26, 2026

                                                                                                                  I recieved this email from openAI what does it means for us that are using the integration and what should we do? Earlier this year, we shared our plan to deprecate the Assistants API once the Responses API reached feature parity. With the launch of Conversations,
                                                                                                                • How to list services on quote instead of products

                                                                                                                  I need to create a customer facing estimate that displays our services. The default quote layout only allows products to be listed. Is there a way to correct this?
                                                                                                                • Making an email campaign into a Template

                                                                                                                  I used a Zoho Campaign Template to create an email. Now I want to use this email and make it a new template, but this seems to be not possible. Am I missing something?
                                                                                                                • Syncing calendar with Google Calendar doesn't work when events are sent to auto repeat

                                                                                                                  Hi... The ZOHO CRM -- GOOGLE CALENDAR sync is broken. If I create a single event on either side, sync works, but if I create an event with auto repeat on either side it doesn't work. Furthermore, events created before the sync don't show up in the calendar.
                                                                                                                • How Does Knowledge Base Search and Article Recommendation Work?

                                                                                                                  Hello, I would like to understand how the Knowledge Base search engine works. Specifically, does it search based on: The article title only? The full article content? Both, the article and the content? Keywords? Tags? Also, how does the system determine
                                                                                                                • Sync your Products Module for better context.

                                                                                                                  In customer support, context is everything. The integration between Zoho Desk and Zoho CRM helps your sales and support teams function as one, delivering better customer experiences. With the latest update to this integration, you can now sync the Product module in your Zoho CRM with your Zoho Desk portal. This feature enables products from Zoho CRM to reflect in the "product" field in Zoho Desk. This can save your support team valuable time and effort.    Some things to note when syncing the two:
                                                                                                                • Invoice status on write-off is "Paid" - how do I change this to "Written off"

                                                                                                                  HI guys, I want to write off a couple of outstanding invoices, but when I do this, the status of the invoices shows as "Paid". Clearly this is not the case and I need to be able to see that they are written off in the customer's history. Is there a way
                                                                                                                • CRM gets location smart with the all new Map View: visualize records, locate records within any radius, and more

                                                                                                                  Hello all, We've introduced a new way to work with location data in Zoho CRM: the Map View. Instead of scrolling through endless lists, your records now appear as pins on a map. Built on top of the all-new address field and powered by Mappls (MapMyIndia),
                                                                                                                • Creating meetings from an email

                                                                                                                  Hi. Similar to Outlook, it would be helpful if a meeting can be scheduled from an email so that the attendees need not be manually entered every time it's created.
                                                                                                                • Please, make writer into a content creation tool

                                                                                                                  I'm tired of relying on Google Docs. I'm actually considering moving to ClickUp, but if Writer were a good content creation tool instead of just a word processor, I would finally be able to move all my development within the Zoho ecosystem, rather than
                                                                                                                • ZohoSalesIQ.Chat cannot send messages

                                                                                                                  Chat cannot send messages. Our app implements the customer service chat window functionality by integrating the Mobilisten SDK. Recently, we encountered an issue: after successful SDK initialization and visitor registration, when the `startWithQuestion`
                                                                                                                • Missed chats on WhatsApp closing after one minute

                                                                                                                  Hi, we have added WhatsApp as a channel. However, if a chat is not picked up within 2mins, the chat is marked as missed and is closed within a minute. Why are they not staying in our "missed" queue for 24 hours as per our WhatsApp preference settings?
                                                                                                                • Feature Request: Add Tax ID Display on Event Tickets

                                                                                                                  Hello Backstage Team, I’ve had several clients bring up an issue regarding tax compliance when creating events. For tax purposes, they are required to show their Tax ID on the event tickets. Currently, this isn’t an option, so they have to manually generate
                                                                                                                • Release Notes | January 2026

                                                                                                                  We have rolled out a set of powerful new enhancements across Zoho Vertical Studio that bring several long-awaited capabilities to your applications. These updates focus on deeper customization, smarter automation, better reporting, and improved usability
                                                                                                                • Email Alias: To keep emails flowing without disruption

                                                                                                                  Email Alias acts like a nickname for a user’s primary email address, allowing multiple email addresses to deliver messages into the same mailbox. Consider the scenario where an employee manages multiple responsibilities, such as responding to sales inquiries,
                                                                                                                • Zoho CRM for Everyone's NextGen UI Gets an Upgrade

                                                                                                                  Hello Everyone We've made improvements to Zoho CRM for Everyone's Nextgen UI. These changes are the result of valuable feedback from you where we’ve focused on improving usability, providing wider screen space, and making navigation smoother so everything
                                                                                                                • Prepayment of a sales order

                                                                                                                  How does everyone handle this common (at least it is common for us!) situation? We require all our orders to be fully prepaid before shipment since we manufacture made to order, custom products. Since ZOHO does not allow a sales order to be prepaid, we are forced to create an invoice at the time an order is placed to allow the customer to pay it. Our sales category is therefore skewed, since the sale was actually booked at the time an order was placed, rather then at the time it is shipped, which
                                                                                                                • Deposit on a Sales Order

                                                                                                                  Good day, 100% of my business is preorders, no inventory. I am trying to run away from QB for one of my businesses, but I require two options that I don't seem to find with Zoho Books. 1 - If there is a way to apply a deposit on a sales order, as with
                                                                                                                • Automating CRM backup storage?

                                                                                                                  Hi there, We've recently set up automatic backups for our Zoho CRM account. We were hoping that the backup functionality would not require any manual work on our end, but it seems that we are always required to download the backups ourselves, store them,
                                                                                                                • Archive Option in Conversation View

                                                                                                                  Hello, I have a suggestion\request to add an "Archive Thread" button in conversation view of Zoho Mail. The best suggestion I have is to put an "Archive Thread" button next to the "Label Entire Thread" button in conversation view. Most users don't just
                                                                                                                • Collapsing and expanding of lists and paragraphs

                                                                                                                  hello Would you ever implement Collapsing and expanding of lists and paragraphs in zoho writer ? Best regards
                                                                                                                • Does Zoho Writer have Dropdowns

                                                                                                                  I want to add a drop down field in Zoho writer. Is this possible?
                                                                                                                • Automatic Refresh on Page?

                                                                                                                  Hi everyone, We use a page as a dashboard which shows data for the laboratory and tasks pending etc. Is there a way to set the page to automatically refresh on a X time? Many thanks TOG
                                                                                                                • Dropshipping Address - Does Not Show on Invoice Correctly

                                                                                                                  When a dropshipping address is used for a customer, the correct ship-to address does not seem to show on the Invoice. It shows correctly on the Sales Order, Shipment Order, and Package, just not the Invoice. This is a problem, because the company being
                                                                                                                • Inventory "Bulk Actions" button - add more fields to "Bulk Update > Select a field"

                                                                                                                  Can we not get a lot more actions that are commonly used by customers into the "More Actions" button on the Inventory list? More fields listed in the Bulk Update > Select A Field? Possible Bulk update Fields Preferred Supplier ( to quickly move items
                                                                                                                • Ability to CC on a mass email

                                                                                                                  Ability to CC someone on a mass email.
                                                                                                                • Next Page