Vtiger CRM is a popular solution for managing customer relationships, offering a range of tools for efficient business process management. One of the key features of the system is the ability to customize the layout of record detail. This article will guide you through the steps necessary to adjust this layout to best suit your organization's needs.
Prerequisites
Before we begin, make sure you have administrative rights to access the settings of Vtiger CRM. Without these rights, you won't be able to make any changes.
Step 1: Access the Layout Editor Module
The first step is to access the Layout Editor module for the specific module whose layout you want to modify. To do this, log in to your Vtiger CRM account, click on the settings icon in the top right corner, and select 'CRM Settings'. In the 'Studio' section, you'll find 'Layout Editor', where you can choose the module you want to modify.
Step 2: Editing Blocks and Fields
In the Layout Editor module, you'll see a visual representation of the record detail layout with various blocks and fields. Here, you can:
- Add or Remove Blocks: Click the 'Add Block' button if you want to add a new block, or use the trash can icon to remove an existing block.
- Move Blocks and Fields: To change the order of blocks or fields, simply click and drag them to the desired location.
- Edit Fields: Clicking the pencil icon next to a field will open a dialog box for editing the field properties, such as its name, required status, or access rights.
Step 3: Customize the Layout
Customizing the layout may also involve working with custom fields and tabs that you can add to the layout. To add a custom field, click 'Add Custom Field' and select the type of field you want to add. You can then move these fields between blocks as needed.
Step 4: Save Changes
Once you've completed your modifications, don't forget to save your changes. At the top of the page, you'll find the 'Save' button, which will ensure that all the changes you've made are applied to your Vtiger CRM system.
Customizing the record detail layout can significantly improve the efficiency of working with Vtiger CRM by displaying only relevant information needed for your business processes. With this flexibility, you can tailor the system to the specific needs of your organization, making it an even stronger tool for managing customer relationships.
