Feature Availability

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

Introduction

Modules form the backbone of Vtiger CRM. Each module is a structured container of records that store specific types of information—for example, Leads, Contacts, Deals, Tickets, and more.
Instead of manually capturing data (such as collecting prospect details in a register during a tradeshow), you can store it directly in a CRM module, making it searchable, reportable, and actionable.

Vtiger CRM also allows you to create custom modules to support unique business processes that do not fit into standard modules. All module-related configuration options are available under Settings > Modules.

Here is an example to help you understand:
A famous tradeshow is being held at a nearby convention center. You participate in the tradeshow, setting up a counter to showcase your products. Interested prospects leave their name and contact details in a register to get a demo of your products.
Now, instead of using the register, you can store the name and contact details in a CRM record. And you can create this record in the Leads module of Vtiger CRM.
Similarly, you can have different modules for different types of information. Because customizability is one of Vtiger CRM’s core possibilities, you can create custom modules as per your business requirements.

Key Features

The key features of the Modules are:

• Create custom modules – Build new modules tailored to your business processes.
• Enable or disable modules – Control which modules appear in the Main Menu.
• Delete custom modules – Remove unused custom modules without affecting system modules.
• Configure module properties – Define labels, identifiers, and display settings.
• Create fields and blocks – Add custom fields and organize them into logical sections.
• Design default list views – Choose which columns appear by default in List View.
• Define module relationships – Link records across modules for better data connectivity.
• Access the Extension Store – Install additional modules and enhancements.

Benefits

The benefits of managing your Vtiger modules are:

• Enhanced Data Organization: Each module focuses on a specific aspect of customer relationship management, such as Leads, Contacts, Deals, or Tickets.
• Integration with Third-Party Systems: Vtiger CRM's module management capabilities enable seamless integration with third-party systems or applications.
• Streamlined Collaboration: With module management, teams can work collaboratively within specific modules. For example, sales teams can collaborate on Deals, support teams can collaborate on tickets, and marketing teams can collaborate on campaigns.
• Improved User Experience: By utilizing module management, users can navigate the CRM system more easily and efficiently.

Accessing the Modules page

Follow these steps to go to the Modules page:

1. Log in to the CRM.
2. Go to the Main Menu.
3. Click Settings. You will land on the Settings page.
4. Click Modules under the Module Management section. The Module Manager page opens.

Creating a custom module

You can create custom modules from the Modules page. You can create a new one if your business has information that cannot be stored in the default Vtiger modules. New modules created by users are called custom modules.

Creating a module involves the following steps:

1. Step 1: Accessing the Module Management settings
2. Step 2: Specifying the module properties
3. Step 3: Creating blocks and fields
4. Step 4: Choosing columns for your default lists
5. Step 5: Creating relationships with other modules

After you create a module, you can decide whether it should appear in the CRM menu!

Step 2: Specify the Module Properties

To build a module, you must specify its basic details.

1. Enter or select the following information:
   1. Module Label - Specify the module name. For example, Workforce
   2. Singular Module Label - Specify the module name in the singular form. For example, if the module name is Contacts, then Contact is its singular form. The singular form of Workforce is Workforce.
   3. Select App Category - Select the app under which you want to create the module. For instance, you will create Workforce under Projects.
   4. Record Identifier - Specify the label by which you want to identify the module’s records. For example, Workforce Records are identified by Workforce Name.
2. Click Create.

Once created, you will be moved to the next section, Blocks and Fields.

Step 3: Create Blocks and Fields

Note: Some fields are pre-populated in the Basic Information block. You can also create custom fields and blocks if needed.

1. Click +Add Custom Field under any block you want to create it in. For example, under Basic Information, Address Details, etc. You can also create a new block and a custom field under it.
2. Click +Add Block.
3. Enter the Block Name.
4. Choose the existing block, after which you want to add the new block.
5. Click Save.
6. Click the +Add Custom Field button in the newly created block.
7. Select the Field type. For example, Phone for a phone number, Text for a name, etc.
8. Enter the Field name under Label Name.
9. Enter a default value for the field (optional).
10. Set the field properties:​​​​​​
    1. Mandatory Field - If enabled, entering a value for this field is required.
    2. Quick Create - The field becomes available under Quick Create if enabled.
    3. Key Field View - If enabled, the field appears in the Key Fields section of a contact’s Summary View.
    4. Header View -If enabled, the field appears in the Header section of a contact’s Summary View.
    5. Mass Edit - If enabled, you can perform a mass edit action on the field. 
    6. Click Save. A Success message will appear.
11. Click Next.

Note: The Values assigned to a role option in the Picklist Field Value settings will be displayed only when the Role-based Picklist is enabled, either when creating or editing the Picklist field.
To learn more about Picklist Field Value, click here. 

Enabling or Disabling a Module

When you disable a module, it disappears from the Main Menu. Users cannot see or access the module until it is enabled again.

Follow these steps to enable or disable a module:

1. Log in to your CRM account.
2. Go to the Main Menu.
3. Click Settings. You will land on the Settings page.
4. Look for the Module Management section.
5. Click Modules.
6. Enable the checkbox beside a module to enable it. Disable the checkbox to disable the module.
7. Disable the checkbox to disable the module. A disabled success message will appear.

Deleting a Module

You can delete only custom modules. Deleting custom modules does not affect the existing modules.

Follow these steps to delete a custom module:

1. Log in to your CRM account
2. Go to the Main Menu.
3. Click Settings.
4. Go to the Module Management section.
5. Click Modules.
6. Look for the desired module on the Modules page.
7. Hover over the More icon on the module name.
8. Click the Delete option.
9. Click Yes.

You can access Extensions from User Menu > Settings. You can install additional modules not readily available in the CRM from Settings > Extensions > Add-ons.
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Actions Under the More icon

You will find the More icon when you hover over the area beside a module name. Under the More icon, you can find module-specific actions. For example, for Deals, you can see the Deal to Project Mapping option. For Phone Calls, you will see the Provider Configuration option. 

Different options on a module take you to different settings related to the module.