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Settings - Configure Module Settings
Table of Contents
Introduction
Vtiger consists of various area, called Modules, which contain the tools necessary for Sales, Support, Marketing, Project Management, Calendar and Activity Management, and more.
To create a more focused experience while using Vtiger, it’s advised that you hide the modules that your company doesn’t use.
Configuring Modules
The key preferences with respect to the modules can be configured right from here. Settings that can be configured in Module Manager are illustrated below.
Example: The wide variety of setting options Lead Module include
| Sl.No. | Field Name | Description |
|---|---|---|
| 1 | Module Layouts & Fields | Navigates you to Fields and Layout Editor where you can configure fields of selected module |
| 2 | Edit Workflows | Navigates you to Workflows feature where you can set up new workflows on selected module |
| 3 | Edit Picklist Values | Navigates you to Picklist Editor where you can customize picklist fields of selected module |
| 4 | Module Sequence Numbering | Navigates you to Customize Record Numbering feature where you can modify default record numbering of selected module |
| 5 | Setup Webforms | Navigates you to Create New Webforms |
| 6 | Setup Workflows | Navigates you to Create/Edit your workflows |
| 7 | Lead Conversion Data Mapping | Exclusively for Leads. Navigates you to Lead Mapping feature where you can map fields before converting leads |
Deactivating Module(s)
Module Manager displays the list of all modules available in your Vtiger CRM account. You can disable the modules that doesn’t meet your business requirements by unchecking the checkboxes beside them. Unlike Profiles, if modules are disabled in Module Manager, they will not be available for use for all users across your Vtiger CRM account. However, you can easily enable the modules to bring them back in action by clicking on the checkbox beside that module.
Follow few simple steps to enable or disable modules in Vtiger CRM
- Click
icon - Click Settings
- Click Module Manager
- Check the checkbox to enable or Uncheck the checkbox next to a specific field to disable it
Disabling a module when it has a mandatory relationship with other modules.
Admins can now move the custom modules from one app category to another.
Note! If you want to limit certain users from accessing the modules, you can use Profiles in the Users Management section under Settings