Submit a request Sign In
  • Logout
    Home  >   Articles   >  Settings - Personalize Module Layouts
    Articles in this section
    Authenticate Emails with SPF, DKIM, and SenderID Auto forward your emails to Vtiger Automate Outgoing Emails in Email Settings Managing User Profiles Automation - Approvals Setting up User Roles Automation - Assignment Rules Set up Multi-path Workflows Creating a Scheduled Workflow Automation - Scheduler Creating a Workflow 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 Set up a Workflow Action to Update Fields Automation - Workflow Action - Webhook Automation - Workflows - Vtiger Expressions 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 My Preferences My Preferences - Calendar Settings Tags in Vtiger My Preferences - Notification Preferences SAML Support in Vtiger CRM Set up 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 Auto forward Emails from Microsoft Office 365 Configuration - Storage Guard Customizing your Self-Service Portal Theme Using CSS Styles Adding Hidden Fields to a Webform Login Page Customization Creating App-specific Password for Gmail Outgoing Server Module Management - Module Layouts & Fields Module Management - Modules Adding Custom Module Automation - SMS Reply Actions Duplicate Prevention in Modules Configuring Dependent Fields and Blocks for Modules Formula Fields Creating Custom Filters Adding a local DNS Entry

    Settings - Personalize Module Layouts

    Learn how to personalize record view by moving around fields and blocks, etc.
    R
    Ruba
    3 Jan, 2024 - Updated 3 months ago
    Table of Contents

    Introduction

    The Detail View Layout is where you can customize module layouts. Let us see how.

    Creating a Custom Block

    Apart from the default blocks provided in each module, you can also create new blocks according to your needs. 

    Follow these steps to create a block:

    1. Log in to your CRM account.
    2. Click the User Menu on the top right corner of the screen.
    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 +Add Block button.
    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. Click the User Menu on the top right corner of the screen.
    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 +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 the field becomes 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 Identify 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. Click the User Menu on the top right corner of the screen.
    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. Click the User Menu on the top right corner of the screen.
    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. Click the User Menu on the top right corner of the screen.
    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 over the field you want to delete and click the Delete icon.
    9. Type DELETE in the space provided and click 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. Click the User Menu on the top right corner of the screen.
    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.
    Was this article helpful?
    0  out of  3  found this helpful.
    Comments 0
    Be the first to comment
    Home
    Privacy Policy
    Terms of Service
    Security Center
    Policy & Legal Center
    Contact Us
    © Copyright 2023 Vtiger. All rights reserved.
    Powered by Vtiger