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 Configuring Field and Record Displays 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 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 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 Configuring Websense Trackers Websense - Widgets Adding Custom Module Module Management - Module Layouts & Fields Auto forward Emails from Microsoft Office 365 Automation - SMS Reply Actions Duplicate Record Prevention in Vtiger CRM 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 Adding Hidden Fields to a Webform Configuring Dependent Fields and Blocks for Modules Login Page Customization Formula Fields Creating Custom Filters Adding a local DNS Entry

Feature Availability

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

Introduction

The Module Layout in Vtiger CRM allows administrators to tailor the appearance and structure of module records. It provides complete control over how information is displayed, helping teams focus on the data that matters most.
By using the Detail View Layout, you can add or modify fields, group them into logical sections (blocks), and customize record views to suit your business processes.

Key Features

• Custom Blocks: Create new blocks in any module to organize related fields and enhance data organization.
• Custom Fields: Add fields of various data types to capture essential information.
• Rearrange Layout: Drag and drop fields or blocks to design a cleaner layout.
• Hide or Show Fields: Control the visibility of specific fields for different users.
• Delete Fields or Blocks: Remove unnecessary or outdated fields and blocks for better data management.
• Field Properties Configuration: Set rules like mandatory entry, quick create, key field, and more.

Benefits

• Enhanced Data Organization: Group related fields into custom blocks for easier access and understanding.
• Improved User Experience: Tailor record layouts to match team workflows and reduce clutter.
• Increased Efficiency: Make important fields easily visible and hide irrelevant ones.
• Better Data Control: Ensure only necessary and secure data fields are available to users.
• Scalability: Easily adapt layouts as your business processes evolve.

Key Terminology

In this article, you will learn about:

• Module Layouts and Fields
• Creating a custom block
• Managing blocks and fields

Creating a Custom Block

In addition to the default blocks in each module, you can create new ones to suit your data organization needs.

Follow these steps to create a block:
 

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 Module Layouts & Fields.
6. Select the module.
7. You will see the following tabs:
   1. Detail View Layout
   2. Relationships
   3. One View
   4. Duplicate Prevention
   5. Dependent Fields/Block
   6. Closed States
   7. Approvals
   8. AI Widgets
8. In the Detail View Layout tab, click +Add Block.
9. Enter the name of the block.
10. Select the block after which you want the new block to appear.
11. Click Save.

Creating a Custom Field

You can also create new fields to store desired data.
Follow these steps to create a field:

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 Module Layouts & Fields.
6. Click the Detail View Layout tab.
7. Select a module from the Select Module dropdown.

8. Click the +Add Custom Field button in the block where you want to create a new field.

9. Select the field type. For example, Phone for phone number, Text for name, etc.
10. Enter the field name under Label Name.
11. Enter a default value for the field (optional).
12. Set the field properties:
    1. Mandatory Field - Entering a value for this field is now mandatory.
    2. +Quick Create - The field becomes available under Quick Create. 
    3. Key Field View - The field appears in the Key Fields section of a record’s Summary View.
    4. Header View - The field appears in the Header section of a contact’s Summary View.
    5. Mass Edit - You can perform a mass edit action on the field.
13. Click Save.

Note:
You can mark a field as Personally Identifiable or Encrypted to store the confidential information of a contact. To learn more, click here.
You can edit an existing field’s properties by hovering over it and clicking the Edit icon.

Rearranging Fields and Blocks

You can rearrange fields and blocks to change the layout of a record.

Follow these steps to rearrange fields or blocks:

1. Log in to your CRM account.
2. Go to the Main Menu.
3. Click the Settings button. You will land on the Settings page.
4. Look for the Module Management section.
5. Click Module Layouts & Fields.
6. Click the Detail View Layout tab.
7. Select a module from the Select Module dropdown.
8. Click the Ellipsis icon (six dots) beside a block or field name.
9. Drag and drop the block or field to the position you wish.
10. Click Save.

Hiding a Field

In situations where you want to hide a field from the CRM users, you can do it simply with a mouse click.
Follow these steps to hide a field:
 

1. Log in to your CRM account.
2. Go to the Main Menu.
3. Click the Settings button. You will land on the Settings page.
4. Look for the Module Management section.
5. Click Module Layouts & Fields.
6. Click the Detail View Layout tab.
7. Select a module from the Select Module dropdown.
8. Hover inside a field and click the Edit icon.
9. Disable the Show Field toggle button. 
10. Read the message in the dialog box and click Yes to confirm.

Tip: Enable the Show Field button to reveal the field.

Deleting a Field

Follow these steps to delete a field:
 

1. Log in to your CRM account.
2. Go to the Main Menu.
3. Click the User Menu on the top right corner of the screen.
4. Click the Settings button. You will land on the Settings page.
5. Look for the Module Management section.
6. Click Module Layouts & Fields.
7. Click the Detail View Layout tab.
8. Select a module from the Select Module dropdown.
9. Hover over the field you want to delete and click the Delete icon.
10. Type DELETE in the space provided and click the Delete field. 

Deleting a Block

You can only delete custom blocks (blocks that you have created) in a module. Before deleting a block, you must move all its fields into another block or delete them if they’re no longer needed.

Follow these steps to delete a custom block:
 

1. Log in to your CRM account.
2. Go to the Main Menu.
3. Click the Settings button. You will land on the Settings page.
4. Look for the Module Management section.
5. Click Module Layouts & Fields.
6. Click the Detail View Layout tab.
7. Select a module from the Select Module dropdown.
8. Go to the block you want to delete and click Delete Custom Block.
9. Click Yes to confirm.