Module Designer

Module Designer allows you to create or extend the modules of Vtiger CRM.

Modules are of 3 types:

• Entity - follows standard conventions of (fields, records and relations). Provides out-of-box features like Access control, Reports, Workflows, Approvals etc. Example: Contacts, Organizations, Deals, Invoices, and many more.

• Extension - free of any conventions. Provides specailized features. Example: Sales Insights, Keyboard shortcuts etc.

• Virtual - connects to remote data-source enabling interaction without copy-of-data to CRM.

Following are some of the customization use-cases where you may find Module Designer helpful:

• Add a button in the list/detail page
• Add a custom widget on the detail page
• Add an icon when you hover over list page records
• Have a notification appear when conditions are met
• Design a custom page in a module or create a brand new module.
• Change the look and feel of Vtiger UI.
• Add custom components(html components) which can be used at multiple places including custom pages.
• Build SMS, Whatsapp, Data Sync connectors to build communication channels using various providers and provide 1-way/2-way crm data sync with external applications.