Accessing Custom Module in Zoho Desk Android
Zoho Desk offers many system-defined modules such as Tickets, Accounts, Contacts, Products, where relevant data or records are stored. However, sometimes businesses have records that are unique to their requirement, such as tours, patients, registrations, etc. which can be accommodated in the custom modules. It helps maintain business context and relevance across the organization.
- Custom modules can only be created in the web application by users who have the Manage Customization permission.
- Once a custom module is created in the web application, it will be reflected in the mobile app only after refreshing the portal.
- To refresh the portal, open the Zoho Desk app > Hamburger Menu
> Settings
> Refresh Portal Metadata.
- Custom Modules are denoted by
icon.
In the mobile app, users can perform the following actions:
- View custom modules and the related records
- View lookup module
- Access related subtab
To view the custom modules and related records
- Open the Zoho Desk app, then click the Hamburger Menu
. The Custom modules are listed.
- Select a module to view the related records.
To view the lookup module
Lookup fields are used to associate data across modules establishing one-to-many relationships between standard and custom modules, such as contacts, accounts, assets, tickets, and so on.
A custom module can be linked to other standard or custom modules using the lookup field to create association between modules. For example, for a travel agency, linking the "Tour packages" module to the "Tickets" module will make it easy for agents to view all the trips a customer has created with their agency. This makes data access and management simple. The agent can quickly select the relevant tour package while creating a ticket.
To access related sub-tabs
Related sub-tabs are a section within a module created due to the lookup field relationship between two modules. When the user links a module to another using a lookup field, a related subtab is created to show all the associated tickets.
For example, if the user links the tour packages module to the tickets module using a lookup field, a related subtab will appear in the tour packages module. This subtab will list all tickets associated with the specific tour package.
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 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 Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
New to Zoho Writer?
Create. Review. Publish.
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
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.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
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 ...Related Tickets by Custom Fields for Zoho Desk
Being able to view tickets that have the same custom field value as the current ticket helps agents provide better, faster, and more personalized customer responses. For example, you might want to view tickets with a similar custom field value as ...Creating Custom Lookup Fields in Zoho Desk
The ability to establish connections between different sets of data is crucial in any business. For example, in the hospitality industry, departments like sales, marketing, and bookings can derive essential insights from customer data if it is linked ...Highrise for Zoho Desk
View customer details and deals from Highrise in Zoho Desk. Manage contacts, deals, and activities between Highrise and Zoho Desk. Add new customers and deals to Highrise from Zoho Desk. This integration makes it easy to understand customer's details ...Custom Module in Zoho Desk iOS
A module is a structured component that organizes a specific set of data into distinct categories. In Zoho Desk, there are two types of modules: Standard Module Custom Module A standard module is a built-in component for some of the most commonly ...
New to Zoho LandingPage?
Zoho LandingPage Resources