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Module Management - Module Layouts & Fields
Table of Contents
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.
Navigating to the page
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:
- Log in to your CRM account.
- Click the User Menu on the top right corner of the screen.
- Click the Settings button.
- You will land on the Settings page.
- Look for the Module Management section.
- Click Module Layouts & Fields.
When you land on the Module Layouts & Fields page, you will see six tabs. Each tab provides a different type of setup. This article gives you an overview of the setup available under each tab.
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.
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 and how you want to relate them.
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 are also called dynamic fields. They appear only when needed.
Say you have two products, A and B, and fields related to both the products. 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 mark CRM records as closed or inactive. When you are no longer using 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.
To learn more about closed states in Vtiger CRM, click here.
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.
Let us suppose you are a sales rep. You 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.