How to Create a Custom Module and Configure It for Your System

In this article, you will learn how to create your custom module and how you can edit it. However, the option to create your own module is only available in the Scale and Enterprise versions, you can find more information HERE.

Creating a custom module and its configuration

1. You can create your custom module directly on the system Homepage by a) clicking on the + icon and b) go to system settings and in the left column of system settings select Custom modules – Add custom module

PS: You can also create a custom module in another way: Learn more about it in our modules category.

2. Here, select the menu you want to assign this module to, and from the Item type” menu select Custom module and in the box below select “Create the custom module”. If you want you can assign a “parent folder” to the module.

3. This will open the system settings, list of custom modules, there select the create new module button

4. In this window choose the name of the module, select its icon and color (by clicking on the dropper), and assign the module to the appropriate menu.

5. After creation you are in the system settings – in the custom modules section. Here you can create a space – simply click on “Create a space”.

6. Name your space and click on “Next step”.

7. Choose with whom you want to share this custom module and what role it should have in it. Then click on “Next step“.

8. If you want, you can add custom fields to your new custom module (creating custom fields here). If so, just look them up and then click on “Connect“. Next, click on “Next step“.

9. If you attach a custom field, you can select it here. This field is used to match (merge) records in the context of integrations. Whenever a record comes through an integration that has the same key column as an existing record, its data is consolidated to the existing record.

10. Now you can go to System settings and select the tab – Custom ModulesSettings.

11. Here you can see your custom modules and you can create and add shared labels and statuses. You can also edit or delete your module in this section.

12. Congratulations! You have just created your Custom module, created a space in it, and learned the basic information. If you want to learn more about setting up modules – try the article on Custom Fields or Shared Labels and Statuses.