Authenticate Emails with SPF, DKIM, and SenderID Auto forward your emails to Vtiger Automate Outgoing Emails in Email Settings Managing User Profiles Automation - Approvals Automation - Assignment Rules Set up Multi-path Workflows Creating a Scheduled Workflow Automation - Workflow Scheduler Workflows in Vtiger CRM Webforms in Vtiger CRM 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 Set up a Workflow Action to Send Mails Workflow Action to Update Fields Automation - Webhook Workflow Automation - Expressions Workflow Configuration - Business Hours Configuration - Company Details Configuration - Consents Configuration - Customer Portal Maps in Vtiger CRM Configuration - Usage Details Configuring Encrypted Data Fields in Vtiger CRM Configure Picklist Dependencies Considerations for Deactivating Vtiger Users Control Fields and Record Displays using Configuration Editor Create Reminders for Records and Inbox Create a field of a Grid 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 Marketing and Sales - Lead Conversion Data Mapping Marketing and Sales - Profile Scoring Module Management - Labels Editor Module Management - Module Numbering Configure My Preferences Feature My Preferences - Calendar Settings Tags in Vtiger My Preferences - Notification Preferences SAML Support in Vtiger CRM Vtiger Mailroom Settings - Configure Module Settings Settings - Create Dynamic Fields and Layouts Module Management - Creating a Relationship Between Modules Settings - Customize Records and Fields for your Business Settings - How to set email autoresponder to Webform submission? Settings - Left Menu Settings - Manage Global Picklists in Vtiger Settings - Set up your Support Team Settings - Start Up Page Settings - Working with Picklist Values Module Management - Module Builder Support - SLA Policies 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 Configuring Websense Trackers Websense - Widgets Duplicate Prevention in Modules Module Management - Modules Generate and Manage Third-party App Passwords in Yahoo Configuring App Passwords for Gmail Outgoing Server and Yahoo Mail Configuration - Storage Guard Customizing your Self-Service Portal Theme Using CSS Styles Automation - SMS Reply Actions Adding Hidden Fields to a Webform Configuring Dependent Fields and Blocks for Modules Auto forward Emails from Microsoft Office 365 Adding Custom Module Login Page Customization Settings - Personalize Module Layouts Formula Fields Creating Custom Filters Adding a local DNS Entry

Introduction

Module Layouts & Fields is where you can customize and configure module-related settings. Before diving into the possibilities, let us see how you can access the Module Layouts & Fields page.

Accessing Module Layouts & Fields Settings

Module Layouts & Fields is a part of CRM Settings. You can access the Settings page only if you are an Admin user. 

Follow these steps to access Module Layouts & Fields:

1. Log in to the CRM.

2. Click the User Menu on the top right corner of the CRM screen.
3. Click Settings. You will land on the Settings page.

 

4. Go to the Module Management section.
5. Click Module Layouts & Fields.

You will see six tabs when you land on the Module Layouts & Fields page. Each tab provides a different type of setup. This article gives you an overview of the setup available under each tab. 

Detail View Layout

You can do the following under the Detail View Layout tab:

• Customize the layout of modules by moving around blocks and fields to desired positions 
• Create custom (new) fields and blocks  
• Configure other field-related settings, such as marking them for Quick Create, Mass Edit, etc.

Relationships

To relate the records of different modules to one another, you must create a relationship between them. Under the Relationships tab, you can choose the modules you want to relate to and how you want to relate to them.

One View

One view provides a 360-degree view of all the information related to a CRM entity. 

For instance, you can get a comprehensive view of customer-related deals, cases, campaigns, projects, and other details, all in a single view.

You can perform the following actions on a One View tab in a record:

• Related Records
  • You can view the list of related records with the click of a button. 
  • You can create related records from a record using One View. For example, if you want to link a quote to a deal, you can create one from the deal’s One View tab.
  • If you have already created a record in another module, you can link it via One View. For instance, you can link existing documents from the CRM to a record.
  • You can connect with a contact via email, SMS, or WhatsApp listed under One View using the options under the More icon.
• Uploading documents: You can also link documents to the CRM to a record.
• Deep dive into records: You can open the Deep Dive View of a related record under the One View tab. 
• Print records: You can print related documents under One View by selecting a print template. 

Duplicate Prevention 

A CRM record is said to be a duplicate when it contains the same information as another record.

With Duplicate Prevention, you can avoid the creation of duplicate records in a module. You must enable the duplicate check and select a field whose value will be used to detect duplicate records.

Dependent Fields/Blocks 

Dependent fields are also called dynamic fields. They appear only when needed. 

For example, consider you have two products, A and B, and fields related to both. Then, related fields of Product A must not be shown when you update Product B. Similarly, related fields of Product B must not appear when you update Product A. You can set up dependencies between fields and blocks to mimic this behavior.

Closed States

Closed states mark CRM records as closed or inactive. When you no longer use a record but need it for future reference, you can close it. You cannot edit closed records. 

Under the Closed States tab, you can choose the module and picklist field to configure a closed state. 

Approvals

You will see the following option under the Approvals tab depending on the module you select:

 

  

A record is locked when it is sent for approval. If you want to link other records to the locked record, you must enable the toggle button. 

For example, you are a sales rep and send an invoice to your manager for approval. While the invoice is locked, you want to link a document to it. You can do this only if the toggle button under the Approvals tab is enabled for the Invoices module.
 

AI Widget

AI Widget in Vtiger CRM enhances user productivity by providing real-time insights and recommendations. These widgets can be added to the Summary View or List View of CRM modules, such as Deals, Cases, or Contacts, to offer contextual assistance. Users can leverage AI Widgets for various functionalities, including generating summaries, assisting with responses, analyzing data, and performing quick actions, helping streamline workflows and decision-making
Note: AI Widgets are only available if the user has installed Calculus AI.

Creating Approvals in Vtiger CRM The Deal Journey View One View: Introduction Deals Module in Vtiger Configuration - Company Details