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, 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.