How to Create or Edit Custom Modules in WeekMate CRM

How to Create or Edit the Custom Modules

Overview

The Custom Modules feature in WeekMate CRM allows you to create modules that match your business processes. You can build new modules, customize existing ones, and modify their fields, sections, names, and icons to organize information according to your organization's requirements.

Using the Form Builder, you can further customize each module by adding or updating fields and layouts, giving you greater flexibility in managing your CRM data.

Before You Begin

Before creating or editing a custom module, make sure:

  • You are logged in to your WeekMate CRM account.
  • You have permission to access Settings and manage custom modules.
  • You have identified the fields and structure required for your custom module.

Steps

Create a New Custom Module

  1. Log in to your WeekMate CRM account.
  2. Navigate to Settings.
  3. Open Custom Modules.
  4. Click Add Module.
  5. Select an icon for the module.
  6. Enter a name for the module.
  7. Review the module details.
  8. Click Save to create the module.

The new custom module will be added to your CRM and will be available for use.

Edit an Existing Custom Module

  1. Open the Custom Modules section.
  2. Locate the module you want to modify.
  3. Click Edit.
  4. Update the module name or icon, as required.
  5. Click Save to apply the changes.

The updated module settings will be saved successfully.

Customize Module Fields

  1. In the Custom Modules section, select the required module.
  2. Click Form Builder.
  3. Add, remove, or rearrange fields and sections based on your requirements.
  4. Review the updated layout.
  5. Save your changes.

The customized form layout will be available immediately for the selected module.

Video Tutorial

Watch the video below for a complete walkthrough of creating and editing custom modules in WeekMate CRM.




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