Customization
FAQs: Custom lookup fields
Overview What is a custom lookup field? A custom lookup field connects records across modules, allowing users to associate one record with a related record and view relevant context without manually re-entering information. For example, a custom ...
FAQs: Regex in layout and validation rules
Regex basics What is regex? Regex, or regular expression, is a pattern-matching method used to check whether text entered in a field follows a required format. It can be used in layout rules and validation rules to control how users provide ...
FAQs: Encrypting standard fields
What does encrypting a standard field protect? Encryption adds protection to sensitive data stored in an eligible standard field by converting the stored value into a protected format. It is intended for information that requires stronger safeguards, ...
FAQs: Nested picklist fields
Understanding nested picklists What is a nested picklist field? A nested picklist is a parent-and-child picklist configuration in which the options shown in one field depend on the value selected in another field. The parent field controls which ...
FAQs: Color coding of picklist values
Color coding of picklist values overview What is a color-coded picklist field? A color-coded picklist is a picklist or multi-select picklist whose individual values are displayed with assigned colors. It helps users recognize important ...
FAQs: Customizing Standard Modules
Customizing standard modules overview What does customizing a standard module allow an organization to change? Standard modules can be tailored through page layouts, fields, sections, field order, required-field settings, picklist values, layout ...
FAQs: Standard Modules and Fields
Understanding Standard Modules What are standard modules? Standard modules are built-in areas used to organize commonly required support data. They provide the default structure for records such as tickets, contacts, accounts, products, activities, ...
FAQs: Creating custom modules
Module Purpose and Planning What is a custom module? A custom module is a dedicated workspace for storing business-specific records that do not fit naturally into standard modules such as Tickets, Contacts, Accounts, Products, or Activities. It is ...
FAQs: Creating and Managing Custom List Views in Modules
Creating Custom List Views What is a custom list view in a custom module? A custom list view is a saved, filtered record list that helps agents focus on a specific subset of records instead of reviewing the entire module. It is useful when a module ...
FAQs: Formula Field
Formula field fundamentals What is a formula field? A formula field is a custom field that automatically calculates values based on other field values. It helps automate data calculations based on a predefined expression using fields, constants, ...
FAQs: Validation Rules
What is a validation rule? Validation rule provides businesses a way to ensure that the data entered by the customers and the employees is correct and meets their standards. It helps maintain data authenticity. When customers submit tickets or agents ...
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 ...
FAQs: Customization
Can I customize the look of the Happiness Ratings? Happiness Ratings enables you to measure the quality of customer service being provided by allowing your customers to rate their experience on a scale of Good, Okay and Bad. That said, it is ...