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Federico

Module Manager

In this section, you can customize data fields for most of the modules. Select the module you want to change (click on the setting icon).

Then you have some option:

  • Layout Editor: configures the Leads module (add new fields, change existing fields)
  • Field Formulas: calculation functions on custom fields
  • Workflow: automatic process rules

**How does Layout Editor works? **

To customize fields, choose the Layout Editor.

  1. select the module; arrange related list (modules related to the main one); add field blocks to the page
  2. display hidden fields; add a custom field in the block; move fields between blocks; move up/down
  3. edit field properties; move the field up/down; move the field right/left

Customized Fields Types:

  • Text: (Length) Enter the max number of characters to enter, for example 10 (ten characters). Max 255 characters
  • Number: (Length) Enter the max number of characters, for example 10. Max 64 characters
  • Percent: (Length) Enter the max number of characters, for example 10
  • Currency: (Length) Enter the max number of characters, for example 10 (ten numbers)
  • Data:You have only to give a name to the field
  • Email: You have only to give a name to the field
  • Phone: You have only to give a name to the field
  • Picklist: You can create a drop-down menu (picklist) with values
  • Picklist Multi-language: Drop-down menu which values can be translated in different languages
  • URL: You have only to give a name to the field
  • Check Box: Define a check box (yes/no). You have only to give a name to the field
  • Text Area: You can enter up to 255 text characters
  • Multi-Select Combo Box: This field allows to select more values through the CTRL button
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