Modules are recorded and displayed in two locations:
- Module list overview
Click on the Module's name in the main header menu bar
All Modules of that specific type are listed on the Module's list view page. Each custom Module type will have its own list view page and a tab within a profile page and main header bar.
- Contact and Module profile pages
Navigate to a Contact or Module profile page > click on the Module tab (if on a Contact page) to see a list of all Modules of that type associated with the Contact.
Contact profile page
Module profile page
Click on the Contact tab (if on a Module page) to see a list of all Contacts associated with that Module record. The other tabs displayed are an overview/dashboard of the record, any connected Contact's details, Communications, Files and details of any other connected Modules if applicable.
By default, the profile page displays the Overview tab. This page shows a recent activity log with contact details and Module custom fields displayed on the right hand side. Contacts and files that have been linked to the Module can be seen by clicking on the relevant tab underneath the name of the Module.
The Add Module window becomes available to record a new Module type upon selecting Add in either the list or profile page views. See Adding a Custom Module to learn more about this action.
Module settings are managed/viewed within each unique Module by navigating to the Custom Module section within the control panel.