Feature Availability 

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

Introduction

The Layout Designer in Vtiger CRM is a powerful customization tool that allows you to control the way information is displayed in each module. Whether it’s Contacts, Leads, Deals, or Tickets, every module has fields and sections that store your business data. The Layout Designer lets you choose which fields to show, rearrange their order, group them into sections, and even create new fields if needed. This means you can set up your CRM to match the way your team works instead of adjusting your process to fit a fixed system.

A well-designed layout improves efficiency by making sure users see only the most relevant information. For example, a sales team might want to see deal value, stage, and closing date at the top of a record, while a support team may prioritize ticket priority, status, and assigned agent. With the Layout Designer, you can easily adapt layouts for different teams and purposes, so everyone gets a CRM view that works best for them.

Benefits of Using Layout Designer

The benefits of using the Layout Designer are:

• Improved productivity – Users spend less time searching for the right information.
• Custom fit for your business – Layouts can be tailored for different teams or processes.
• Less clutter – Hide unused or irrelevant fields for a cleaner interface.
• Better data accuracy – Highlight important fields so they’re always filled in correctly.
• Flexibility – Quickly update layouts as your business needs change.

In this article, you will learn about:

• Installing Layout Designer
• Adding a Layout Designer
• Viewing a Layout Designer
• Editing a Layout Designer 
• Editing a Layout Designer Details 
• Duplicating a Layout Designer 
• Deleting a Layout Designer
• Uninstalling Layout Designer

Installing Layout Designer  

To use the Layout Designer, you must install the Layout Designer Add-on.

Follow these steps to install Layout Designer:

1. Log in to the CRM.
2. Click the User Profile on the right side of the screen.
3. Click Settings.
4. Go to Extensions.
5. Click Add-ons.

6. Type Layout Designer in the search bar.
7. Click Install. The Are you sure you want to install this Add-on? message appears.
8. Click Yes.

A success message will be displayed. Once installed, the Layout Designer will appear under the Platform.

Adding a Layout Designer

After installation, you can start creating your own layouts to match your team’s needs. Adding a layout allows you to define exactly which fields and sections appear and in what order.

Follow these steps to add a Layout Designer:

1. Log in to the CRM. 
2. Click the main Menu.
3. Click Platform > Layout Designer. The Layout Designer List View opens. 
4. Click + Layout Designer. The Add Layout Designer page opens.

5. Enter or select the following information in the Add Layout Designer page:
   1. Name: Enter a name for the Layout Designer. 
   2. Module: Select the required module from the drop-down.
   3. Assigned To: Select the User or group from the drop-down.
6. Click Save. The Layout Designer editor opens.

Viewing a Layout Designer 

Once you have created a Layout Designer for a module, you can view it directly in the module’s record view. This allows you to see how the customized layout looks and functions for users.

For example, let us say you have created a layout design named Leads New View for the Leads module.

Follow these steps to view the new layout design:

1. Log in to the CRM.
2. Click the main Menu.
3. Go to Essentials.
4. Select Leads & Contact Management > Leads. The Leads module opens.
5. Open the Lead record where you want to view the layout design.

6. Click the drop-down menu next to Layout.
7. Select Leads New View from the drop-down.

The record’s layout will now switch from the default view to the selected Leads New View design.

Editing a Layout Designer 

You can update an existing layout to improve its design, allowing you to modify fields, blocks, widgets, and other elements.

Follow these steps to edit an existing layout:

1. Log in to the CRM.
2. Click the main Menu.
3. Go to Platform.
4. Click Layout Designer. The Layout Designer List View opens.
5. Click the Layout Designer record that you want to edit.
6. Make the required changes in the Layout Design editor window.

7. Click Save.

Editing a Layout Designer Details 

You can update the details of an existing layout Design record. 

Follow these steps to edit an existing layout Design record det:

1. Log in to the CRM.
2. Click the main Menu.
3. Go to Platform.
4. Click Layout Designer. The Layout Designer List View opens
5. Click the Layout Designer record that you want to edit.

6. Click Edit Details. The Edit Layout Designer window opens.

7. Enter or select the following information in the Edit Layout Designer window:
   1. Name: Enter a name for the Layout Designer. 
   2. Assigned To: Select the User or group from the drop-down. 
8. Click Save.

Duplicating a Layout Designer

If you want to create a new layout that is similar to an existing one, you can duplicate it instead of building it from scratch.

Follow these steps to duplicate the Layout Designer: 

1. Log in to the CRM. 
2. Click the main Menu.
3. Click Platform > Layout Designer. The Layout Designer List View opens. 
4. Click the Layout Designer record that you want to duplicate. 

5. Click Duplicate. A Duplicating Layout Designer window opens. 

6. Enter or select the following information in the Duplicating Layout Designer window:
   1. Name: Enter a name for the Layout Designer. 
   2. Module: Select the required module from the drop-down.
   3. Assigned To: Select the User or group from the drop-down. 
7.  Click Save.

The duplicate layout is created as a separate Layout designer record, allowing you to make changes without affecting the original.

Deleting a Layout Designer

When a layout is no longer needed, you can delete it. Deleting removes the layout permanently from the CRM.

Follow these steps to delete a Layout Designer:

1. Log in to the CRM. 
2. Click the main Menu.
3. Click Platform > Layout Designer. The Layout Designer List View opens. 

4. From List View:
   1. Hover over the Layout Designer record that you want to remove.
   2. Click Delete. A Delete record confirmation window opens.
   3. Click Yes.

5. From Summary View:
   1. Click the Layout Designer record that you want to remove. 
   2. Click Delete.  A Delete record confirmation window opens.
   3. Click Yes.

Once deleted, the layout will no longer be available for selection in any module, and users will revert to the default or other available layouts.

Uninstalling Layout Designer

If you no longer wish to use Layout Designer in Vtiger CRM, you can uninstall the Layout Designer Add-on.

Follow these steps to uninstall Layout Designer:

1. Log in to the CRM.
2. Click the User Profile on the right side of the screen.
3. Click Settings.
4. Go to Extensions.
5. Click Add-ons.

6. Type Layout Designer in the search bar.
7. Click Layout Designer Add-on.

8. Click Uninstall. The Are you sure you want to uninstall this Add-on? message appears.
9. Click Yes.

Reference 

• Insight Designer 
• API Designer 
• Generative AI Designer 
• Process Designer