26. How to rearrange different module in Vtiger
Last updated
Last updated
Can we rearrange different modules in Vtiger?
For example, a user wants that in their CRM, whenever he opens Contacts module, the relationship of Contacts with Tickets is prioritized. It might be possible that to access the Tickets through Contacts, one has to click more and then select the tickets. But now, the user wants to place the tickets before any other module. e.g. in this case the user wants to place tickets before documents.
To do so, user have to change the relationship order with that specific module through Module Layout & Fields. In this case, we will open the Module Layout & Fields for Contacts and then change the order of its relationship with tickets.
Go to Settings > Module Management > Module Layout & Fields
Then select the Relationships Tab (you can also check the standard Vtiger module relationships by following this link ) In the Select Module, choose the module on which you are working (i.e. in this case it is Contacts)
Now all the relationships can be seen in this window
Then simply drag the the relationship with secondary module (i.e. Tickets in this example) and place it where do you want it to appear
Now, go to the Contacts and check the Tickets module placement
Rearranging different modules in Vtiger as related module can save time, which can be invested in other productive tasks.
Description
How to rearrange differnet module in Vtiger
Moved By
Chris (26 Jan, 2025)