Objects are configured within the Control Panel. Navigate to the Control Panel via the cog icon in the top menu bar and then select Modules.
Note: Control panel access is required.
Toggle the activation button to enable Modules. If activated, the button will appear Green. If not, the button will be a plain white.
Creating a Module
To add a new custom Module type click the green Add button in the top right corner of the window.
Name the custom Module, add the plural of the name, select an icon to represent the custom Module and complete any of the necessary subsequent options. These options can be left at default and amended at a later date if necessary.
Information on what each subsequent option represents is detailed below:
- Choose to connect contacts in the CRM to the custom Module. This allows people and Organisations that exist in the CRM to be connected to this Module type.
- Choose to connect Opportunities to the custom Module. This allows Opportunities to be connected to this Module type.
- Choose to connect other Modules to this custom Module.
- Allow Contact Details allows for standard contact details to be stored against the Module. In example, when using custom Modules as maintenance jobs it would be beneficial to include the address details of the property.
- Allow Files provides the ability to upload files against the Module. This is beneficial to store service contracts, site designs, project specifications.
- The custom Module’s visibility in the header menu bar can be managed by selecting/de-selecting the Hide link in header? check box.
- Manage or Restrict the custom Module adding options with the Hide from global Add dropdown? selection box. This will exclude the Module from displaying in the header menu bar and disables access to a list view page for this Module. If the box is un-ticked, the Module will reappear in the main header bar which can be selected to view a list of Modules created under that name type.
- Allow Communications provides the ability to record Communications against that custom Module profile page. If selected, a Tag Prefix option will appear.
- Create a tag prefix and use it in email subject lines to create a copy against the custom Module profile page. Additional tag prefix tips. Note: The user’s email account must be connected with the Salpo CRM for this functionality to work.
Click Save to create the custom Module. The name of the Module will immediately appear in the main header bar.