Authenticate Emails with SPF, DKIM, and DMARC Auto forward your emails to Vtiger Managing User Profiles Automate Outgoing Emails in Email Settings Automation - Approvals Automation - Assignment Rules Set up Multi-path Workflows Creating a Scheduled Workflow Automation - Workflow Scheduler Workflows in Vtiger CRM Vtiger Webforms Set up a Workflow Action to Create Event Set up a Workflow Action to Create Records Set up a Workflow Action to Create Task Set up a Workflow Action to Invoke Custom Function Set up a Workflow Action to Create an SMS Task Setting Up a Workflow Action to Send Emails Workflow Action to Update Fields Automation - Webhook Workflow Automation - Expressions Workflow Configuring Business Hours Configuration - Company Details Configuration - Consents Configuring the Customer Portal Maps in Vtiger CRM Configuration - Usage Details Configuring Encrypted Data Fields in Vtiger CRM Configure Picklist Dependencies Considerations for Deactivating Vtiger Users Configuring Field and Record Displays Create Reminders for Records and Inbox Creating a Grid Field Type Dealing with Currencies and Taxes Enable Desktop Notifications on Chrome Web Browsers Vtiger CRM Add-ons IMAP Configuration - 2-way sync between Vtiger and IMAP providers Setting up Autopay & Payment Gateways Inventory - Tax Management Inventory - Terms and Conditions Login to Vtiger on SSO SAML using ADFS Mailroom Functionality for Different Scenarios Manage Multiple Currencies Marketing and Sales - Deal to Project Mapping Lead Conversion Data Mapping Marketing and Sales - Profile Scoring Using the Module Label Editor Configuring Module Numbering Configure My Preferences Feature My Preferences - Calendar Settings Tags in Vtiger My Preferences - Notification Preferences SAML Support in Vtiger CRM Vtiger Mailroom Configuring a Relationship Between Modules Settings - Left Menu Configuring Global Picklists in Vtiger Settings - Set up your Support Team Settings - Start Up Page Configuring Picklist Values Configuring Modules Using Module Builder SLA Policies in Vtiger Troubleshooting Login Issues Add-Edit Unsubscribe Links in your Email Template User Management - Authentication User Management - Encrypted Field Access Logs User Management - Groups User Management - Login History User Management - Profiles User Management - Roles User Management - Settings Log User Management - Sharing Rules User Management - Users User Management - Vtiger Support Access Vtiger Buzz - Chrome Extension for Notifications Vtiger Implementation wizard Vtiger Language Support Setting Up Websense Trackers Vtiger Websense Widgets Creating Custom Modules in Vtiger CRM Configuring Dependent Fields and Blocks for Modules Formula Fields Configuring App Passwords for Gmail Outgoing Server and Yahoo Mail Customizing Module Layouts Configuring Module Layouts & Fields Auto forward Emails from Microsoft Office 365 Automation - SMS Reply Actions Duplicate Record Prevention in Vtiger CRM Generate and Manage Third-party App Passwords in Yahoo Configuration - Storage Guard Customizing your Self-Service Portal Theme Using CSS Styles Adding Hidden Fields to a Webform Login Page Customization Creating Custom Filters Adding a local DNS Entry

Feature Availability

Vtiger Editions: One Pilot | One Growth | One Professional | One Enterprise | One AI

Introduction

In Vtiger CRM, Modules represent different functional areas such as Sales, Support, Marketing, Projects, and other activities. Each module contains tools and data relevant to a specific business function.
To create a streamlined, focused user experience, admins can configure module settings and disable modules not required for their business operations.

Key Features

The key features of Modules are:

• Centralized module configuration through Module Manager
• Ability to enable or disable modules across the CRM
• Quick access to module-specific settings
• Customization options for fields, layouts, workflows, and numbering
• Support for reorganizing custom modules across app categories

Benefits

The benefits of configuring Modules are:

• Improves usability by removing unnecessary modules
• Enhances productivity with a clutter-free interface
• Ensures better data organization
• Provides flexibility to tailor CRM to business needs
• Simplifies administration and module-level control

In this article, you will learn about:

• Vtiger Modules
• Configuring Modules
• Enabling or Disabling Modules
• Deleting Custom Modules

Key Terminology

Accessing Module Settings

Follow the steps below to access the Modules Manager:

1. Log in to the CRM.
2. Go to the main Menu.
3. Select Settings. The Settings page opens.

4. Click Modules under the Module Management section. The Module Manager page opens.

Configuring Module Settings

On the Modules Manager page, you can view all available modules. Here you can configure the following settings options.
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​The following are the common module settings you can configure:

Enabling or Disabling Modules

The Module Manager displays all modules available in your CRM. You can enable or disable modules based on your business requirements.
Follow the steps below to enable or disable modules:

1. Log in to the CRM.
2. Go to the main Menu.
3. Click Settings. The Settings page opens.
4. Click Modules under the Module Management section. The Module Manager page opens.
5. Enable or disable the checkbox next to the specific module in the CRM.

Note: You cannot disable a module with a mandatory relationship with other modules. Remove the mandatory relationship before disabling a module

Changing Parent App

As an admin, you can move custom modules between app categories.
Follow the steps below to change the parent app of a module:

1. Log in to the CRM.
2. Go to the main Menu.
3. Click Settings. The Settings page opens.
4. Click Modules under the Module Management section. The Module Manager page opens.
5. Click More(ellipsis).

 

6. Click Change parent app.

 

7. Select the target app.
8. Click Save.

Deleting a Custom Module

Follow the steps below to delete a custom module:

1. Log in to the CRM.
2. Go to the main Menu.
3. Click Settings. The Settings page opens.
4. Click Modules under the Module Management section. The Module Manager page opens.
5. Click More(ellipsis).

 

6. Click Delete.
7. Click Yes to confirm.

References

• Module Layouts and Fields
• Module Builder
• Labels Editor
• Module Numbering

Configuring Picklist Values Forecasts and Quotas Finding Duplicate Records Settings - Set up your Support Team Configuring Global Picklists in Vtiger