Customization
Custom Configurations
Custom Configurations, like web tabs, store additional information that cannot be grouped under the pre-defined modules. Unlike web tabs, custom configurations are accessible only via Setup. Why create Custom Configurations instead Web Tabs? The term ...
Announcements
Announcements alert users about help desk related information such as service updates, server issues, license renewal, or UI launch. Categorize announcements under announcement type based on their purpose. Role Required: SDAdmins and ...
Additional Fields
Additional fields help you capture any extra information on requests, users, technicians, problems, changes, projects, releases, assets, workstations, software licenses, license agreements, purchase orders, and contracts in the corresponding form. ...
Contract Management
Contract management enables you to formulate, control, and manage contracts with external parties. A contract is a legally binding agreement between parties. Contract management can be used in conjunction with incident management and asset ...
Purchase Management
Default Values Configure default values to be populated in the new purchase order (PO) form. You can set default values such as the default currency, default tax rate, billing & shipping address, and terms & conditions of the purchase. Configure ...
CMDB
CMDB Admin Configurations The CMDB comprises configuration items (CIs), grouped under different CI types and connected by different relationships. Before you start configuring CIs and defining CI relationships, you need to first configure the CI ...
Asset Management
Product Types Each product purchased by a firm can be categorized into a specific product type. This is the high-level categorization for the assets that are bought. For example, Adobe Photoshop or Macromedia Flash can be categorized under Software, ...
Popular Articles
Additional Fields
Additional fields help you capture any extra information on requests, users, technicians, problems, changes, projects, releases, assets, workstations, software licenses, license agreements, purchase orders, and contracts in the corresponding form. ...
Asset Loan
Loan assets in the organization to end users and technicians for a defined period. Asset Loan enables you to add multiple assets to a single loan, adjust an ongoing loan by adding new assets, extend or pre-close loans, return specific assets in a ...
Create a New Instance
Organizations can create separate asset desk instances specific to various locations and branches to offer their services to end-users. This ensures that site-specific data such as users or assets are not shared with other sites. You can access these ...
Zoho Analytics
Zoho Analytics is a cloud-based reporting and business intelligence management tool that helps users extract valuable insights from their business data. This integration enables SDAdmins to analyze their asset desk data visually, generate dynamic ...
Zoho Directory
Zoho Directory allows you to manage your organization's users across various applications. With this integration, you can add or edit users, configure roles and permissions, assign users and technicians, track login activity, update passwords, and ...