Creating Custom View in Modules - Zoho Desk | Online Help

Creating and Managing Custom List View in Modules

Users can create tailored views for each department based on their preferences and business requirements. This functionality allows them to create a list of tickets that meet their specific criteria. 
For example, if the admin wants to keep track of all the tickets that received negative inputs from the customers, they can create a view with their criteria as Happiness Rating is Bad. They can reach such customers and try to understand their issues and resolve them.
Additionally, users can share the custom view with others to keep them informed about the ratings. This will help the agents analyze the issues and improve their performance.
Notes
Note
  1. You cannot edit the standard list views that are provided in Zoho Desk by default. 
  2. The custom view is not available in the "All departments" view. 
  3. The actions (create, edit, delete, share, and reshare) are displayed in the module based upon the profile permission enabled.
    For example, if light agent doesn't have the permission to reshare a (shared) view that option will not be displayed in the custom list view for them. For more information, refer to the Managing User Profiles article.
To create a custom list view 
  1. Click the Tickets module.
  2. Choose the specific Department.
  3. Click on the three lines with an arrow placed at the bottom-left corner of the page to expand the menu. 
  4. Click the plus sign (+) next to Views.
  5. In the Create New View page, enter the View Name.
  6. Specify the fields under Filter criteria.
  7. Select Visible to by choosing: Only me, All agents, or Specific agents. 
  8. Click Create to save the custom view. 

Editing a custom view

A custom view can be modified by changing the filter criteria as needed. Also, the visibility of the view can be changed later.
To edit a custom view
  1. Go to the respective department and select the desired module. 
  2. Click All Views and go to the desired custom view.
  3. Click the three dots next to custom view to open the menu. 
  4. Click Edit.
  5. In the Edit page, make the necessary changes and click Save.

To delete a custom view
  1. Go to the respective department and select the desired module. 
  2. Click All Views and go to the desired custom view.
  3. Click the three dots next to custom view to open the menu. 
  4. Click Delete.

Cloning a custom view

Custom views allow users to find quickly and group specific records that they need to access frequently, such as premium accounts, modified subscriptions, canceled travel requests, etc. Users can clone these custom views and make edits, such as adding or removing criteria according to the requirement, without recreating a view from scratch.
Custom views created in Tickets, Accounts, Contacts, Activities, Contracts, and custom modules can be cloned. 
While cloning the view can be renamed as needed. If the view is not renamed for easy identification the "clone" tag will be appended to the view name. 

To clone a custom view
  1. Go to the respective department and select the desired module. 
  2. Click All Views and go to the desired custom view.
  3. Click the three dots next to custom view to open the menu. 
  4. Click Clone.
  5. Make the necessary changes and Save the view.

Further read

      Create. Review. Publish.

      Write, edit, collaborate on, and publish documents to different content management platforms.

      Get Started Now


        Access your files securely from anywhere

          Zoho CRM Training Programs

          Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

          Zoho CRM Training
            Redefine the way you work
            with Zoho Workplace

              Zoho DataPrep Personalized Demo

              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.

              Zoho CRM Training

                Create, share, and deliver

                beautiful slides from anywhere.

                Get Started Now


                  Zoho Sign now offers specialized one-on-one training for both administrators and developers.

                  BOOK A SESSION







                              Quick LinksWorkflow AutomationData Collection
                              Web FormsEnterpriseOnline Data Collection Tool
                              Embeddable FormsBankingBegin Data Collection
                              Interactive FormsWorkplaceData Collection App
                              CRM FormsCustomer ServiceAccessible Forms
                              Digital FormsMarketingForms for Small Business
                              HTML FormsEducationForms for Enterprise
                              Contact FormsE-commerceForms for any business
                              Lead Generation FormsHealthcareForms for Startups
                              Wordpress FormsCustomer onboardingForms for Small Business
                              No Code FormsConstructionRSVP tool for holidays
                              Free FormsTravelFeatures for Order Forms
                              Prefill FormsNon-Profit

                              Intake FormsLegal
                              Mobile App
                              Form DesignerHR
                              Mobile Forms
                              Card FormsFoodOffline Forms
                              Assign FormsPhotographyMobile Forms Features
                              Translate FormsReal EstateKiosk in Mobile Forms
                              Electronic Forms
                              Drag & drop form builder

                              Notification Emails for FormsAlternativesSecurity & Compliance
                              Holiday FormsGoogle Forms alternative GDPR
                              Form to PDFJotform alternativeHIPAA Forms
                              Email FormsFormstack alternativeEncrypted Forms

                              Wufoo alternativeSecure Forms

                              WCAG



                                        Create. Review. Publish.

                                        Write, edit, collaborate on, and publish documents to different content management platforms.

                                        Get Started Now







                                                          You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                              Manage your brands on social media


                                                                • Desk Community Learning Series


                                                                • Digest


                                                                • Functions


                                                                • Meetups


                                                                • Kbase


                                                                • Resources


                                                                • Glossary


                                                                • Desk Marketplace


                                                                • MVP Corner


                                                                • Word of the Day


                                                                • Ask the Experts


                                                                  Zoho Sheet Resources

                                                                   

                                                                      Zoho Forms Resources


                                                                        Secure your business
                                                                        communication with Zoho Mail


                                                                        Mail on the move with
                                                                        Zoho Mail mobile application

                                                                          Stay on top of your schedule
                                                                          at all times


                                                                          Carry your calendar with you
                                                                          Anytime, anywhere




                                                                                Zoho Sign Resources

                                                                                  Sign, Paperless!

                                                                                  Sign and send business documents on the go!

                                                                                  Get Started Now




                                                                                          Zoho TeamInbox Resources





                                                                                                    Zoho DataPrep Demo

                                                                                                    Get a personalized demo or POC

                                                                                                    REGISTER NOW


                                                                                                      Design. Discuss. Deliver.

                                                                                                      Create visually engaging stories with Zoho Show.

                                                                                                      Get Started Now









                                                                                                                          • Related Articles

                                                                                                                          • Creating Custom Views and Filtering Records in Tickets Module

                                                                                                                            Custom ticket views help you to organize and view tickets based on the criteria specific to happiness ratings. For example, you can create a view for; closed tickets that had received a negative feedback, tickets that didn't receive a rating or ...
                                                                                                                          • FAQs: Custom Modules

                                                                                                                            What is a custom module in Zoho Desk? Modules in Zoho Desk are like compartments. Just like each compartment holds different items, modules store different types of information in one place. For example, the Tickets module is a repository of customer ...
                                                                                                                          • Managing User Profiles

                                                                                                                            Profiles control the permission to what a user can do in Zoho Desk. For example, it defines if an agent can reply to tickets, assign a ticket to someone else, import records, create workflow rules, use customization features to make changes to the ...
                                                                                                                          • Predefined and Custom Call Views

                                                                                                                            Call List Views are used to group your calls based on a defined set of criteria. For example, you can see a list of the calls that were missed, completed or are due today. Besides these, you can use the call list views to change a call's owner, ...
                                                                                                                          • Predefined and Custom Event Views

                                                                                                                            Time-bound activities like meetups, demonstrations, and customer onboarding frequently happen as part of sales activities. It's easier to find events that have similar attributes with list views. For example, you can view meetings that are scheduled ...
                                                                                                                            Wherever you are is as good as
                                                                                                                            your workplace

                                                                                                                              Resources

                                                                                                                              Videos

                                                                                                                              Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                              eBooks

                                                                                                                              Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                              Webinars

                                                                                                                              Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                              CRM Tips

                                                                                                                              Make the most of Zoho CRM with these useful tips.



                                                                                                                                Zoho Show Resources