Skip to content

Changes

Page history
greeshma.kk created page: Groups authored by Greeshma's avatar Greeshma
Hide whitespace changes
Inline Side-by-side
Module-management.md
View page @ 572c605c
* **Module layouts and fields**
**1.Module layouts and fields**
You can add custom fields in Contacts, Leads, Opportunities and other modules.
Adding custom fields to any standard module or custom module
......@@ -8,78 +8,77 @@
* Adding custom modules to track custom data
* Use Contact Type to classify Leads, Sales Qualified Leads, Customers Leads & Contacts.
* **Personalize your record view using Module Layouts and Fields**
**2.Personalize your record view using Module Layouts and Fields**
Each module in Vtiger has a predefined set of blocks and fields that organize and store the various pieces of information you need. The Module Layouts & Fields Editor feature enables you to create custom fields, rearrange fields, edit field properties, and move fields inside and across blocks. The custom fields you create are accessed by all users across your Vtiger CRM account unless you’ve defined permissions through Profiles.
* **Navigating to Edit Module Layouts & Fields**
**3.Navigating to Edit Module Layouts & Fields**
You can navigate to Edit Fields and Layout Editor in two different ways.
**Through Settings**
* **Through Settings**
**1.** Click icon and select Settings
* Click icon and select Settings.
**2.** Click Module Manager > Module Layouts & Fields
* Click Module Manager > Module Layouts & Fields.
**3.** Select a module from the drop-down
* Select a module from the drop-down.
![Screenshot_from_2020-12-08_16-27-46](https://code.vtiger.com/vtiger/vtigercrm-manual/uploads/f0165cea30bc3c7dc091b8884cccd4a1/Screenshot_from_2020-12-08_16-27-46.png)
**Alternatively, you can navigate to this page from the corresponding module**
* **Alternatively, you can navigate to this page from the corresponding module**
**1.** Click desired module Eg: Leads
* Click desired module. Eg: Leads.
**2.** Click on the desired record in the selected module
* Click on the desired record in the selected module.
**3.** Click on customize icon in the top right corner
* Click on customize icon in the top right corner.
**4.** Click Module Layouts & Fields
* Click Module Layouts & Fields.
![Screenshot_from_2020-12-08_16-30-06](https://code.vtiger.com/vtiger/vtigercrm-manual/uploads/7195a8380398a6a75d432fc8b7069f34/Screenshot_from_2020-12-08_16-30-06.png)
* **Creating Custom Block**
**4.Creating Custom Block**
Vtiger provides few default blocks for each module. Apart from those, you can also create custom blocks.
Create new blocks in addition to default blocks offered by Vtiger CRM.
Follow few simple steps to create a new custom block
**1.** Click +Add block icon
* Click +Add block icon.
**2.** It brings up a pop-up. Provide label in Block Name and select a block from Add After
drop-down to place next to the selected block.
* It brings up a pop-up. Provide label in Block Name and select a block from Add After drop-down to place next to the selected block.
**3.** Click Save to update changes
* Click Save to update changes.
![Screenshot_from_2020-12-08_16-31-49](https://code.vtiger.com/vtiger/vtigercrm-manual/uploads/10e7ac103d2ae7c3e8c503046655a153/Screenshot_from_2020-12-08_16-31-49.png)
* **Adding Custom Fields**
**5.Adding Custom Fields**
Add custom fields in addition to default fields.
Follow few simple steps to add custom fields in selected module
**1.** Click on the top-right
* Click on the top-right.
**2.** In the pop up Create Custom Fields, enter details
* In the pop up Create Custom Fields, enter details.
**3.** Select Field Type from a drop-down list
* Select Field Type from a drop-down list.
**4.** Provide field name in Label Name field, and specify field length in Length field
* Provide field name in Label Name field, and specify field length in Length field.
**5.** Provide the default value for the custom field.
* Provide the default value for the custom field.
**6.** Set the field properties to the custom field by enabling the specific checkbox.
* Set the field properties to the custom field by enabling the specific checkbox.
**7.** Click Save
* Click Save.
![Screenshot_from_2020-12-08_16-33-23](https://code.vtiger.com/vtiger/vtigercrm-manual/uploads/f0f31c8100874edeb5185d0d524f3630/Screenshot_from_2020-12-08_16-33-23.png)
* **Custom Fields Table**
**6.Custom Fields Table**
Vtiger CRM offers a wide variety of choices in creating custom fields to meet your business needs. The following table details all Custom Field types available in Vtiger CRM.
......@@ -90,7 +89,7 @@ Vtiger CRM offers a wide variety of choices in creating custom fields to meet yo
| Decimal | To add decimals | Label: Provide field name Length: Provide field size Decimal: Provide number of decimal places Maximum Characters: 59 |
| Integer | To add integers | Label: Provide field name Length: Provide field size Maximum Characters: 255 |
| Percent | To add percentage | Label: Provide field name |
| Multi Currency | To add currency values | Label: Provide field name Length: Provide field size Maximum Characters: 255 |
| Currency | To add currency values | Label: Provide field name Length: Provide field size Maximum Characters: 255 |
| Date | To add Date | Label: Provide field name |
| Email | To add email address | Label: Provide field name |
| Phone | To add Phone number | Label: Provide field name |
......@@ -99,64 +98,61 @@ Vtiger CRM offers a wide variety of choices in creating custom fields to meet yo
| URL | To add website address | Label: Provide field name |
| Check-Box | Enable check-box for true. Disable for false | Label: Provide field name |
| Text Area | To add long text | Label: Provide field name |
| Rich Text Area | To add customized test | Label: Provide field name |
| Skype | To add skype id | Label: Provide field name |
| Time | To add time | Label: Provide field name |
| User | To add Users | Label: Provide a designation name. Example: Product Manager |
| Grid | To create Table | Label: Provide a Tabel name |
* **Create a custom Picklist Field**
**7.Create a custom Picklist Field**
Add custom Picklist field in addition to default fields offered by Vtiger CRM.
Follow few simple steps to add Picklist field in the selected module
**1.** Click on the top-right
* Click on the top-right.
**2.** In the pop up Create Custom Fields, enter details
* In the pop up Create Custom Fields, enter details.
**3.** Select Field Type as Picklist from drop down list
* Select Field Type as Picklist from drop down list.
**4.** Provide field name in Label Name field
* Provide field name in Label Name field.
**5.** Add Picklist Values, Enter value L1 and press the Enter button and continue to add
other, Ex: Vendor Type = L1, L2, L3, L4.
* Add Picklist Values, Enter value L1 and press the Enter button and continue to add other, Ex: Vendor Type = L1, L2, L3, L4.
**6.** Provide the default value for the custom picklist field or leave it as Select an
Option.
* Provide the default value for the custom picklist field or leave it as Select an Option.
**7.** Set the field properties to the custom field by enabling the specific checkbox.
* Set the field properties to the custom field by enabling the specific checkbox.
**8.** Click Save
* Click Save.
![Screenshot_from_2020-12-08_16-35-38](https://code.vtiger.com/vtiger/vtigercrm-manual/uploads/e5c0e0a53b97a294daf5b9101633a230/Screenshot_from_2020-12-08_16-35-38.png)
* **Rearranging Fields**
**8.Rearranging Fields**
Vtiger CRM gives you the flexibility to rearrange the fields according to your business requirements. Click on the desired field and drag it on to any selected location in and across blocks.
Follow a few simple steps to reorganize fields.
**1.** In Layout & Fields Editor of selected module, click on the desired field.
* In Layout & Fields Editor of selected module, click on the desired field.
**2.** Drag the field to the desired location (You can move fields in all possible directions: left, right, up, and down)
* Drag the field to the desired location (You can move fields in all possible directions: left, right, up, and down).
**3.** After rearranging fields, click Save Layout button
* After rearranging fields, click Save Layout button.
![Screenshot_from_2020-12-08_16-37-19](https://code.vtiger.com/vtiger/vtigercrm-manual/uploads/33867440ad597f828d846ddfbee13d6d/Screenshot_from_2020-12-08_16-37-19.png)
* **Editing Field Properties**
**9.Editing Field Properties**
This feature helps you to configure basic preferences of fields in Vtiger CRM. You can also enable/disable fields across Modules, Quick Create, Key Field View and Mass Edit.
Follow a few simple steps to edit field properties.
**1.** Click the pencil icon next to your desired field.
* Click the pencil icon next to your desired field.
**2.** It brings up a pop-up that has a set of options that can be configured on selected module.
* It brings up a pop-up that has a set of options that can be configured on selected module.
![Screenshot_from_2020-12-08_16-39-03](https://code.vtiger.com/vtiger/vtigercrm-manual/uploads/b32c49a573217d3753097f14bdd62880/Screenshot_from_2020-12-08_16-39-03.png)
......@@ -170,25 +166,25 @@ Follow a few simple steps to edit field properties.
| Mass Edit | To make the field available during mass edit |
| Headers | To display the field as a header in detail view |
**3.** After modifying field properties, click Save.
* After modifying field properties, click Save.
Note!
1. The properties of few fields are non-editable which otherwise can lead to
inconsistency in the CRM(e.g. mandatory fields)
2. Fields marked as either Header or Key fields will appear in the related
modules list tab.
Note!
1. The properties of few fields are non-editable which otherwise
can lead to inconsistency in the CRM(e.g. mandatory fields)
2. Fields marked as either Header or Key fields will appear in
the related modules list tab.
* **Making Fields Mandatory/Nonmandatory**
**10.Making Fields Mandatory/Nonmandatory**
Mandatory fields are fields that you should fill in. You cannot create or import records without filling or mapping mandatory fields. You have complete power over fields across modules in Vtiger CRM. You can make desired fields mandatory or non-mandatory according to your requirements.
Here’s how to make desired fields mandatory
**1.** Click on Edit icon beside the field.
* Click on Edit icon beside the field.
**2.** In the Edit pop-up, enable the Mandatory Field checkbox.
* In the Edit pop-up, enable the Mandatory Field checkbox.
**3.** Click Save button to save the changes.
* Click Save button to save the changes.
![Screenshot_from_2020-12-08_16-39-03](https://code.vtiger.com/vtiger/vtigercrm-manual/uploads/4d9dbda0a72d9fea2cfe3c47da78f520/Screenshot_from_2020-12-08_16-39-03.png)
......@@ -199,14 +195,13 @@ To make any field NON-MANDATORY, follow the same procedure, disable the checkbox
Marking a field mandatory if any profile has read-only permission.
Note!
1. You cannot make a few fields non-mandatory. E.g. Last Name in
Contacts module. These fields are made mandatory to establish a
relation between modules in Vtiger CRM.
2. Admins are warned when they try to mark a field used in existing
workflow, lists, mailroom action, webforms, etc. as mandatory.
Note!
You cannot make a few fields non-mandatory. E.g. Last Name in
Contacts module. These fields are made mandatory to establish a
relation between modules in Vtiger CRM.
* **Deleting Fields**
**11.Deleting Fields**
If custom fields created by you do not meet your requirements, you can delete them permanently.
......@@ -214,39 +209,40 @@ Deleting custom fields will also delete data associated with it. In contrary to
Follow few simple steps to delete custom fields and custom blocks.
**1.** Click on Trash Icon to delete the field.
* Click on Trash Icon to delete the field.
**2.** To delete the custom block, click on Delete Custom Block.
* To delete the custom block, click on Delete Custom Block.
**3.** In the alert message click Yes.
* In the alert message click Yes.
Note! Default fields can’t be deleted but can be hidden from the view. The
custom fields can either be deleted or hidden from the view.
Note!
Default fields can’t be deleted but can be hidden from the view.
The custom fields can either be deleted or hidden from the view.
![Screenshot_from_2020-12-08_16-43-08](https://code.vtiger.com/vtiger/vtigercrm-manual/uploads/cc86270c4e227b95b2eb78446a0b18e9/Screenshot_from_2020-12-08_16-43-08.png)
* **Hiding Fields**
**12.Hiding Fields**
This feature enables you to hide fields so that they are invisible to your users. This has an advantage over delete field option because hiding fields will not delete data associated with it and hidden fields can be restored when required.
Follow a few simple steps to hide fields.
**1.** Click the pencil icon next to your desired field.
* Click the pencil icon next to your desired field.
**2.** It brings up a pop-up that has a set of options that can be configured on selected module.
* It brings up a pop-up that has a set of options that can be configured
on selected module.
**3.** Push the Show Field Icon to No.
* Push the Show Field Icon to No.
**4.** Click Save to update changes.
* Click Save to update changes.
![Screenshot_from_2020-12-08_16-44-28](https://code.vtiger.com/vtiger/vtigercrm-manual/uploads/1f7f4fd13ee49244604fda287858a26f/Screenshot_from_2020-12-08_16-44-28.png)
Note!
1. You can hide both custom and default fields. The mandatory fields cannot
be hidden.
2. Admins are warned when they try to mark a hide the field used in existing
workflow, lists, mailroom action, webforms, etc.
Note!
You can hide both custom and default fields. The mandatory
fields cannot be hidden.
* **Relationships**
......@@ -259,13 +255,9 @@ Vtiger is flexible to create One-to-One, One-to-Many, Many-to-One, and Many-Many
Prevent duplicate record creation in Vtiger, by configuring a few actions.
* **Dependent Fields/Block (Dynamic Fields)**
Dynamic fields allow simplifying the data entry with the fields that appear only when they’re needed. Thus, make record fields visible, writable, or required, based on another field’s value.
* **Closed States**
Control any actions on records and reduce clutter using Closed states.
**13.Module Numbering**
Use prefix while creating a record along with the sequence can be set.

Copyright 2023 Vtiger. All rights reserved.