Custom Modules can be recorded via the Add option which displays:
- in the Module’s list view page
- in the main header bar
- within a record's profile page
After selecting Add, an Add Module window will populate.
The contents displayed will vary depending on which boxes are ticked in the control panel settings for the Module. In example, if Connect to Contacts is ticked, then a contact lookup field will be available to select a contact and label the contact's relationship to the Module. Or if Allow Contact Details is ticked, then standard contact information fields will appear in the Add window for manual data entry.
Any custom fields associated with the Module can be filled out while creating the Module by clicking on the tabs at the top of the window. These tabs represent the custom categories created within the control panel. See Creating Module custom categories and fields for more information.
After populating the necessary information, the user is directed to a profile page for the newly created Module.