Vtiger CRM gives you the flexibility to create your own basic module as per your business requirement using Module Builder. You can create a custom module, add custom blocks & fields to it, and create relationships with other modules.
Follow the steps below to create a custom module: - Log in to the CRM.
- Go to the main Menu.
- Click Settings. The Settings page opens.
- Select Modules under the Module Management tab. The Module Manager page opens.
- Click + Create Module.
- Specify the Module Properties.
- Create Blocks and Fields.
- Set up Default Filter.
- Create Relationships.
- Click Save.