Setup page changes: Regrouping and categorization of features

Setup page changes: Regrouping and categorization of features

 Dear Desk Users,


We're pleased to announce an upcoming revamp of the Desk setup page. These changes are intended to improve the organization and visibility of features on the setup page. 

Why are we making these changes?

Simplified navigation


Our primary goal is to make it easier for you to find exactly what you need, when you need it. The new setup page features a more intuitive and streamlined structure, reducing the number of clicks and the time spent searching for features.


Consistency and clarity


Some features have been renamed to adhere to standardized naming conventions. In addition, related features are grouped together, and new groups have been introduced to maintain consistency, ease navigation, and minimize confusion, making your Zoho Desk experience more user-friendly.


Future-ready design


The new setup page is designed to accommodate the evolving needs of Zoho Desk users and ensure that the platform can successfully accommodate future enhancements and new features.

Changes in existing sections

  • General

    • This section has been renamed Organization.
    • The Holiday Lists option, previously located within Business Hours, is now placed separately under Organization.
    • Zia, Zia powered by ChatGPT, Guided Conversations, and Gamescope have been moved out of General and placed in a separate category.



  • Users and Controls

    • This section has been renamed User Management.
    • The Roles, Profiles, and Data Sharing features, previously located within Permissions, are now placed separately under User Management.



  • Channels

    • ASAP has been moved out of Channels and placed under a different section.



  • Customization

    • Module has been renamed Modules and Tabs.
    • Notify has been moved out of Automation and placed under Customization and renamed Notification.
    • Skills have also been moved out of Automation and placed under Customization.
    • Email Templates and Ticket Templates, which were previously within Templates, are now placed separately under Customization.
    • A new feature Custom Buttons has been included under Customization.



  • Automation

    • Notify and Skills have been moved under Customization.
    • The Supervisor feature has been renamed Supervisor Rules.
    • The Support Contracts feature has been renamed Support Plans.
    • A new feature called Action Gallery has been added under Automation.



  • Data Administration

    • The Import and Export features, previously placed together as Import/Export, are now placed separately under Data Administration.
    • A new feature called Attachment Control has been added.



  • Marketplace

    • Renamed to Integrations.
    • Marketplace has been newly added under Integrations.


New sections added

Four sections have been introduced in the setup page based on the functionality the features offer:

  1. Self Service

    1. Guided Conversations has been moved from General to Self Service.
    2. ASAP has been moved from Channels to Self Service.



  2. Zia

    1. Zia has been moved out of General and placed as a separate category.
    2. Zia Powered by ChatGPT has been renamed Zia Powered by GPT and moved from General to Zia.



  3. Privacy and Security

    1. The Data Subject Request feature, previously located within Privacy Settings, is now placed separately under Privacy and Security.
    2. The Read Receipts feature, also previously located within Privacy Settings, is now placed separately under Privacy and Security.
    3. A new Audit Log feature has been added.



  4. Personalization

    1. The My Information feature, previously located within Personal Settings, is now placed separately under Personalization.
    2. The Preferences feature, also previously located within Personal Settings, is now placed as a separate entity under Personalization.
    3. A new My Profile feature has been added.


 

Note: The Developer Space section remains unchanged.


We are planning to make the new grouping of features on the setup page available for all users across DCs within a week. Please check this space for any additional information regarding these changes.

We hope you find the new categorization more intuitive, easy to navigate, and that it will enhance your experience with Zoho Desk. Stay tuned for the rollout of these exciting changes!


Thank you and have a great day!


Regards,

Varsha P | Zoho Desk - User Education


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