Standard Help Desk Modules and Fields
By default, Zoho Desk provides some standard fields in each of the help desk modules. These standard fields can be displayed or hidden as per the organization's requirement. The mandatory fields cannot be edited or deleted. Some of these fields are common to all modules and are displayed within each module settings. However, depending on your business requirements, you can add custom fields for each module.
Here are the standard modules that are available in Zoho Desk:
- Tickets
- Accounts
- Contacts
- Products
- Tasks
- Contracts
- Time Entry
The following tables give the list of standard fields in the above Modules along with their description.
Tickets
| Field Name | Description | Data type | Maximum Limit |
| Department | Specify the department of the ticket | Pick List | - |
| Account Name | Select the account related to the ticket | Look up | - |
| Contact Name | Select the contact related to the ticket | Look up | - |
| Ticket Owner | Select the name of the agent to whom the ticket is assigned | Pick List | - |
| Status* | Select the status of the Ticket from the drop-down list | Pick List | - |
| Subject* | Specify the title of the Ticket. This field is mandatory | Text box | Alphanumeric(255) |
| Product Name | Select the product name related to the ticket | Look up | - |
| Category | Select the category of the ticket | Pick List | - |
| Sub Category | Select the sub-category of the ticket | Pick List | - |
| Classification | Select the classification of the ticket | Pick List | - |
| Due Date | Specify the due date for the ticket | Date/Time | - |
| Email | Specify the Email ID of the Requestor | Email | Alphanumeric and Special characters |
| Description | Specify the details about the ticket | Text Area | 32000 characters |
| Channel | Select the channel through which the ticket was received | Pick List | - |
| Phone | Specify the phone number of the requestor | Text box | Alphanumeric(30) |
| Priority | Select the priority of the Ticket from the drop-down list | Pick List | - |
| Resolution | Specify the solution provided | Text Area | 32000 characters |
Accounts
| Field Name | Description | Data type | Maximum Limit |
| Account Name* | Specify the company name. This field is mandatory | Text Box | Alphanumeric(100) |
| Account Owner | Select the name of the user to whom the account is assigned | Look up | - |
| Email | Specify the official e-mail address of the account | E-mail | Alphanumeric and Special characters |
| Description | Specify any other details about the account | Text Area | 32000 characters |
| Industry | Select the type of industry from the drop-down list | Pick List | - |
| Annual Revenue | Specify the annual revenue of the account | Numeric | Integers(10) |
| Website | Specify the URL of the company's Web site | URL | Alphanumeric(30) |
| Phone | Specify phone number of the account | Text box | Alphanumeric(30) |
| Fax | Specify fax number of the account | Text box | Alphanumeric(30) |
| Street | Specify the street address of the account | Text box | Alphanumeric(250) |
| City | Specify the name of the city where the account is located | Text box | Alphanumeric(30) |
| State | Specify the resident state of the account | Text box | Alphanumeric(30) |
| Country | Specify the resident country of the account | Text box | Alphanumeric(30) |
| Code | Specify the zip code of the account | Text box | Alphanumeric(30) |
Contacts
| Field Name | Description | Data type | Maximum Limit |
| Contact Owner | Select the name of the user to whom the contact is assigned | Look up | - |
| First Name | Specify the first name of the contact | Text box | Alphanumeric(40) |
| Last Name* | Specify the last name of the contact. This field is a mandatory | Text box | Alphanumeric(40) |
| Account Name | Select the account related to the contact | Look up | - |
| Title | Specify the job position of the contact | Text box | Alphanumeric(50) |
| Phone | Specify the office phone number of the contact | Text box | Alphanumeric(50) |
| Mobile | Specify the mobile number of the contact | Text box | Alphanumeric(50) |
| Email | Specify the primary email address of the contact | Email | Alphanumeric(100) |
| Secondary Email | Specify another email address of the contact | Email | Alphanumeric(100) |
| Twitter | Specify the Twitter handle of the contact | Look up | Alphanumeric(100) |
| Facebook | Specify the Facebook profile of the contact | Look up | Alphanumeric(100) |
| Type | Specify the type of contact from the drop down list | Pick List | - |
| Street | Specify the street address of the contact | Text box | Alphanumeric(250) |
| City | Specify the city of the contact | Text box | Alphanumeric(30) |
| State | Specify the state of the contact | Text box | Alphanumeric(30) |
| Zip | Specify the zip code of the contact | Text box | Alphanumeric(30) |
| Country | Specify the country of the contact | Text box | Alphanumeric(30) |
| Description | Specify any other details about the contact | Text box | Alphanumeric(250) |
Products
| Field Name | Description | Data type | Maximum Limit |
| Department* | Specify the department of the product | Pick List | - |
| Product Name* | Specify the name of the product. This field is mandatory | Text box | Alphanumeric(50) |
| Product Code | Specify the product identification | Text box | Alphanumeric(40) |
| Product Category | Select the category of the product | Pick List | - |
| Product Owner | Select the name of the agent to whom the product is assigned | Pick List | - |
| Description | Specify any other details about product | Text Area | 32000 characters |
| Manufacturer | Select the name of the product manufacturer | Pick List | - |
| Unit Price | Specify the unit price of the product | Currency |
|
Tasks
| Field Name | Description | Data type | Maximum Limit |
| Department* | Specify the department of the task | Pick List | - |
| Task Owner | Select the name of the agent to whom the task is assigned. | Look up | |
| Subject* | Specify the name of the task. This field is mandatory. | Text box | Alphanumeric(50) |
| Due Date | Specify the due date for the task | Date/Time | |
| Ticket | Select the ticket related to the task | Lookup | - |
| Status | Specify the status of the task | Pick List | - |
| Priority | Select the priority level of the task | Pick List | - |
| Category | Select the category of the task | Pick List | |
| Remind At | Select the check box to set reminder for the task | Check box | |
| Description | Specify the details about the task | Text Area | 32000 characters |
Contracts
| Field Name | Description | Data type | Maximum Limit |
| Department* | Specify the department of the contract | Pick List | - |
| SLA Name* | Select the SLA to be associated with the contract | Pick List | - |
| Contract Owner | Select the name of the agent to whom the contract is assigned | Pick List | - |
| Contract Name* | Specify the contract name. This field is mandatory | Text box | Alphanumeric |
| Contract Number | Specify the contract identification number | Text box | Alphanumeric |
| Product Name | Select the product name related to the contract. | Look up |
|
| Contract Start Date* | Specify the date on which the contract starts | Date | |
| Contract End Date | Specify the date on which the contract ends | Date | |
| Description | Specify the details about the contract | Text Area | 32000 characters |
Time Entry
| Field Name | Description | Data type | Maximum Limit |
| Agent | Select the name of the agent to whom the ticket is billed | Pick List | - |
| Ticket Charge Type* | Select the charge type for the time spent | Pick List | - |
| Executed Time | Specify the date and time when the service will be started. | Date/Time | - |
| Hours Spent | Specify the number of hours of service rendered | Numeric | Integers(19) |
| Minutes Spent | Specify the number of minutes of service rendered | Numeric | Integers(19) |
| Seconds Spent | Specify the number of seconds of service rendered | Numeric | Integers(19) |
| Agent Cost/Hour | Specify the agent's cost per hour | Numeric | |
| Additional Cost | Specify if there are any extra charges | Numeric | |
| Total Cost | Total cost will be auto-computed | Numeric |
|
| Description | Specify the details about the time entry | Text Area | 32000 characters
|