Custom Modules in Radar
Custom modules in Radar allow users to access and manage custom business data directly from the mobile app. Any custom module created in Zoho Desk can be made available in Radar, enabling users to view records, access details, and perform actions while on the go.
Business scenario
A field supervisor needs to review customer renewal records while visiting clients. Instead of accessing the desktop application, the supervisor opens the corresponding custom module in Radar, reviews customer information, updates records, and accesses related information directly from a mobile device.
Use cases
Supervisor
A supervisor can access and monitor operational records from custom modules to track progress, review statuses, and make informed decisions while away from the desk.
Operations Manager
An operations manager can access business-critical records in the field, review updates, and take action without needing to log in to the web application.
Agent
An agent can view, update, and manage records stored in custom modules while assisting customers, ensuring that information remains accurate and up to date.
Availability
Custom modules must be enabled in the Radar Store before they can be accessed.
Access to each custom module depends on:
The user's Zoho Desk profile permissions
The custom module permission configured in Radar
Why use custom modules in Radar
With custom modules in Radar, you can:
View records associated with custom modules
Search, filter, and sort records
Access detailed record information and properties
Create, edit, and manage records
View related records and associated information
Improve operational visibility for mobile teams
Enable a custom module
To enable a custom module:
Open the Radar app.
Go to the Radar Store.
Navigate to the Custom Modules section.
Locate the required custom module.
Tap Enable.
Once enabled, the custom module appears in the Main Cards section.
View records
Each custom module contains views that help organize and access records more efficiently.
To view records:
Open the required custom module card.
Tap a record to open its details.
The records displayed depend on the selected view and your access permissions.
Layout
Search, filter, and sort records
Use the available search, filter, and sorting options to quickly locate records.
You can apply filters based on the fields configured for the custom module and sort records using supported fields.
Record detail view
Overview
Displays key information about the selected record.
Properties
Displays all fields associated with the record, including custom fields configured for the module.
Related Information
Displays records and information associated with the selected record.
Depending on your configuration, related information can include:
Tickets
Contacts
Accounts
Activities
Other custom modules
History
Displays updates and changes made to the record over time.
Manage records
Depending on your permissions, you can perform the following actions from the record details page:
Create records
Edit record details
Delete records
Update record information
Access additional actions from the More Actions menu