Customizing Help Desk Modules
Modules represent the standardized parts that are offered in Zoho Desk. There are eight modules, each representing a set of functions. You can customize the Zoho Desk user interface according to your help desk process. The module settings are organization-specific, and only users with administrator privileges can perform this customization.
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Organizing Modules
The option to organize modules allows organizations to display only the relevant number of modules and hide the unwanted ones. The modules that are hidden will not be displayed to your users, irrespective of their profile. You can also drag and drop modules to change their order in the Modules list.
To organize modules:
- Click the Setup icon (
) in the top bar.
- In the Setup Landing page, click Modules under Customization.
- On the Organize Modules page, drag and drop the modules from the Unselected Modules list to the Selected Modules list and vice versa.
The changes will be saved instantaneously.
Note:
- You must have at least one module selected in your Zoho Desk.
- The Activities module include Tasks, Events, and Calls underneath it.
- The Analytics module include Reports and Dashboards underneath it.
Renaming Modules
The Zoho Desk system provides an option to rename the module names according to industry-specific terminologies. For instance, the “Knowledge Base” module can be renamed to “FAQ” in an educational institution. Users with Administrator privileges can change the module names. These changes are reflected in all the standard pages of the user interface except for custom reports and dashboards.
To rename modules:
- Click the Setup icon (
- In the Setup Landing page, click Modules under Customization.
- Click Rename Modules under the Modules sub-menu.
- Move the mouse pointer to the module that you want to rename.
- Click the Edit icon (
).
- Enter the singular and plural forms of the module's name in the respective text boxes.
- Click Save.
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