Module Manager

Posted on by Kim Hvidkjaer

Simply CRM includes a flexible framework with over 20 modules covering Sales, Support, Marketing, Inventory, Projects, Calendar and many more. Module Manager gives you the flexibility to enable, disable and configure settings of different modules available in Simply CRM. Additionally, it also enables you access to Simply CRM app store within which new modules, apps, etc., can be installed.

Deactivating Module(s)

Module Manager displays the list of all modules available in your Simply CRM account. You can disable the modules that doesn’t meet your business requirements by unchecking the checkboxes beside them. Unlike Profiles, if modules are disabled in Module Manager, they will not be available for use for all users across your Simply CRM account. However, you can easily enable the modules to bring them back in action by clicking on the checkbox beside that module.

Follow few simple steps to disable modules in Simply CRM

  1. Click gear icon Setting.png in upper right corner
  2. Click CRM Settings
  3. Click ‘Studio’ drop-down in the left
  4. Click Module Manager. You can click on PinIcon.png pin icon next to it to add a shortcut to your settings home page
  5. Uncheck the checkbox next to specific field to disable it

ModuleManagement.png

Activating Modules

If you’ve ever decided to bring deactivated module into action again, you’ll have to simply enable the checkbox beside that module.

EnableModuleMM.png

Note!
If you want to limit users’ access to modules, you can use Profiles in the ‘Users Management’ section under Settings

Configuring Modules

This feature enables you to configure settings related to modules in Simply CRM. The key preferences with respect to the modules can be configured right through Module Manager. Settings that can be configured in Module Manager are illustrated below.

ModuleManagerSettings.png

The wide variety of options include :

1 Edit Fields Navigates you to Fields and Layout Editor where you can configure fields of selected module
2 Module Sequence Numbering Navigates you to Customize Record Numbering feature where you can modify default record numbering of selected module
3 Edit Workflows Navigates you to Workflows feature where you can set up new workflows on selected module
4 Edit Picklist Values Navigates you to Picklist Editor where you can customize picklist fields of selected module
5 Edit Field Mapping Exclusively for Leads. Navigates you to Lead Mapping feature where you can map fields before converting leads

Importing Modules and Extensions

This feature enables you to import extensions, apps and modules that are compatible with Simply CRM.

Follow few simple steps to import an extension or module into Simply CRM

  1. In Module Manager detail view, click Import Module in the top right
  2. Click on Install button corresponding to module you’d like to import

InstallModuleManager.png

3. Click Accept and Install button (If you agree the terms of License).
4. After successful installation, click Ok button.
5. After installation, additional modules like vttwitter, vtmessages are found under All drop-down on Menu bar. MailChimp, WebformsConfigurationEditor, PDF Maker are found under Other Settings drop-down under Settings Page