Module-management.md

+
+   You want your sales team to collaborate on emails coming to your company’s sales address. 
+  MailManager enables that, and also supports individual mailboxes.
+
+    * Setup MailManager
+
+
+  * **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
+ You can also add custom modules to store additional information related to contacts or 
+ opportunities (ex: Expenses module)
+
+    * 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**
+
+  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**
+  
+   You can navigate to Edit Fields and Layout Editor in two different ways.
+
+   **Through Settings**
+
+   **1.** Click  icon and select Settings
+
+   **2.** Click Module Manager > Module Layouts & Fields
+
+   **3.** Select a module from the drop-down
+
+ **Alternatively, you can navigate to this page from the corresponding module**
+
+  **1.** Click desired module Eg: Leads
+
+  **2.** Click on the desired record in the selected module
+
+  **3.** Click  icon in the top right corner
+
+  **4.** Click Module Layouts & Fields
+
+
+* **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
+
+  **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.
+
+  **3.** Click Save to update changes
+
+ * **Adding Custom Fields**
+
+#### **Configuration**
+
+ * **Picklist field values**
+ 
+     * Customize Contact Types and Contact Status values from Picklist editor.
+
+#### **Automation**
+
+   * **Workflows**
+
+     * Setting up workflows  to automate activity follow ups and update downstream modules
+
+### **Inbox**
+
+  You want your sales team to collaborate on emails coming to your company’s sales address. 
+ MailManager enables that, and also supports individual mailboxes.
+
+* Setup MailManager
+
+### **Import**
+
+* Importing Contact data from a CSV file, an email, a form submitted on your website, or a 
+  third-party app like Google Contacts or Office 365
+* Bringing Leads from the Website 
+* Use Web Service APIs to connect to your existing apps
+
+
+### **Inventory Management**
+
+* **Quotes**
+
+  * Generate a Quote using quote generator when an Opportunity is in quote stage
+  * Personalize Email content using Email Templates.
+
+### **Dashboard**
+
+  * Track your sales team activity, sales pipeline and sales performance on your dashboard.
+  * Create custom reports  and charts and pin it to your dashboard