Skip to main content

How to Configure a CRM Module

Configuration › CRM

Create a Module​

1. Open CRM configuration and click Create​

Go to Configuration → CRM. Every module already in the system is listed here as a card. Click Create in the top right to start a new one.

CRM Modules screen showing the Create button and only the 11 default modules, before the new module is created

2. Fill in the module basics​

Module Name is the label displayed throughout the entire system. It should be clear, concise, and easy for users to understand. Module Description is a short internal note about what the module is for. Module Icon picks the icon shown next to the module in menus and cards.

New module form with Module Name Products, Module Description filled in, Module Icon and Source Type dropdowns

3. Choose a Source Type​

Internal means records are created and managed entirely inside this system. External is used for modules where the records are stored in another connected system and are retrieved through an API integration.

Source Type dropdown open showing Internal and External options

4. Set Status, then Save​

The Status toggle controls whether the module is active and usable right now. Leave Hidden off unless you want the module to exist but stay out of menus for the time being. Click Save to create it.

Completed new module form with Products name, ProductOutlined icon, Internal source type, Status on, Hidden off, and Save button

tip

Once saved, the module gets its own configuration page with four tabs: Module, Fields, Layout Builder, and Dependencies.

Products module page showing the four tabs Module, Fields, Layout Builder, Dependencies, with the Module tab open The freshly created Products module, ready to configure.

CRM Modules screen showing the 11 default modules plus the newly created Products module

Last updated on