FAQs in this section
Is there a limit on the number of fields I can add in a module?
How do I create personal or personally identifying fields?
What are personal or personally identifying fields?
What are encrypted fields?
How do I create encrypted fields?
The values of some fields are concealed. Users are not able to see them. Why?
How do I provide permission to users to view encrypted field values?
Can I disable encryption on a field?
How many encrypted fields can I create?
What is a picklist?
What is country picklist value?
Can I edit fields in the Layout Designer?
Is Dynamic Dependency applied to Layout Designer?
What happens when Dynamic Dependency is applied to Layout Designer?
What is Layout Designer in Vtiger CRM?
Is the Layout Designer available as an add-on in Vtiger CRM?
Can I duplicate system-defined layouts or only custom ones?
How do I install the Layout Designer?
How do I edit an existing Layout Designer?
How do I edit an existing Layout Designer Details?
How do I delete a Layout Designer record?
How do I uninstall the Layout Designer?
What happens when a Layout Designer layout is deleted in Vtiger CRM?
Can I edit the style of blocks in the Layout Designer?

How do I add a new Layout Designer in Vtiger CRM?

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.
  1. 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.
  2. Click Save. The Layout Designer editor opens.
  3. Enter or select the following information in the Layout Designer editor page:
    1. Design the Layout
      1. Open Blocks: Click to access layout components.
        1. Basic: Standard layout elements such as section headers, text blocks, or placeholders. Used to structure the layout and group related information.
        2. Fields: CRM fields (standard or custom) from the selected module. Example: Name, Email, Phone, or any custom field.
        3. Related Lists: Displays records related to the module you are designing. Example: In a Contact layout, you can show related Deals, Tickets, or Activities.
        4. Widgets: Functional components that enhance the layout. Example: Charts, Dashboards, or Map widgets. 
    2. Style the Layout
      1. Style Manager: Select a block you added and click to configure options such as Display options, Dimensions, Font sizes, Widget width, Background color, and Border setup. 
      2. If you add a Map widget, click Settings to configure and perform actions within the map.
    3. Manage Blocks
      1. Undo: Revert recent changes.
      2. Redo: Reapply recent changes. 
      3. Delete: Remove blocks you added.
      4. On a specific block:
        1. Delete: Remove that block.
        2. Duplicate: Create a copy of that block.
  4. Click Save.
Home Privacy Policy Terms of Service Security Center Policy & Legal Center Contact Us
© Copyright 2025 Vtiger. All rights reserved.
Powered by Vtiger
Facebook Twitter Linkedin Youtube