How to Use Vtiger Module Builder to Create Custom CRM Modules.

Every business has unique processes that a standard CRM might not fully accommodate. That’s why custom modules play a crucial role in extending CRM functionality. With the Vtiger Module Builder, you can create and configure custom CRM modules tailored to your specific business needs—without writing a single line of code!

In this guide, we’ll walk you through the process of creating custom modules in Vtiger CRM using our Vtiger Module Builder extension, a powerful tool designed to simplify module creation and customization.

The default Vtiger CRM modules may not always fit your business model. Vtiger Module Builder allows you to:
Create custom modules that match your business workflow.
Define custom fields, layouts, and relationships to streamline data management.
Enhance reporting and automation by linking modules with existing CRM entities.
Reduce dependency on developers, saving time and costs.

Steps to Create a Custom Module Using Vtiger Module Builder

Step 1: Install & Access Module Builder

Ensure the Vtiger Module Builder extension is installed in your CRM.
Navigate to Settings > Module Management > Module Builder to get started.

Step 2: Create a New Module

Click "Create Module" and enter a name (e.g., "Project Requests").
Choose whether the module will store records (entity module) or serve as a utility.

Step 3: Customize Fields & Layout

Add custom fields using the drag-and-drop interface.
Arrange fields into sections to improve data organization.
Set field properties such as mandatory fields, default values, and input validation.

Step 4: Define Relationships & Permissions

Link the new module to other CRM entities (e.g., linking "Project Requests" with "Contacts").
Set user access levels to control who can view and edit data.

Step 5: Deploy & Use the Custom Module

Review your module settings and click "Save & Deploy."
The new module will now be available in the CRM menu for assigned users.

Conclusion

The Vtiger Module Builder simplifies CRM customization, making it easier to adapt the system to unique business needs. By following these steps, businesses can efficiently create custom modules that enhance CRM usability and data organization.

Ready to create custom CRM modules effortlessly? Try our Vtiger Module Builder now!