Getting Started - Module Layouts & Fields

Module Layouts & Fields

The Module Layouts & Fields Editor feature enables you to create custom fields, rearrange fields, edit field properties, and move fields inside and across blocks.

Each module in BzCRM has a predefined set of blocks and fields that organize and store the various pieces of information you need. The Module Layouts & Fields Editor feature enables you to create custom fields, rearrange fields, edit field properties, and move fields inside and across blocks. The custom fields you create are accessed by all users across your BzCRM account unless you’ve defined permissions through Profiles.

Navigating to Edit Module Layouts & Fields

You can navigate to Edit Fields and Layout Editor in two different ways.

Through Settings

  1. Click icon and select Settings
  2. Click Module Manager > Module Layouts & Fields
  3. Select a module from the drop-down

Alternatively, you can navigate to this page from the corresponding module

  1. Click desired module e.g., Leads
  2. Click on the desired record in the selected module
  3. Click icon in the top right corner
  4. Click Module Layouts & Fields

Creating Custom Block

BzCRM provides few default blocks for each module. Apart from those, you can also create custom blocks.

Create new blocks in addition to default blocks offered by BzCRM.

Follow few simple steps to create a new custom block

  1. Click
  2. It brings up a pop-up. Provide label in Block Name and select a block from Add After drop-down to place next to the selected block.

  1. Click Save to update changes

Adding Custom Fields

Add custom fields in addition to default fields.

Follow few simple steps to add custom fields in selected module

  1. Click on the top-right
  2. In the pop up Create Custom Fields, enter details
  3. Select Field Type from drop down list

  1. Provide field name in Label Name field, and specify field length in Length field
  2. Provide the default value for the custom field.
  3. Set the field properties to the custom field by enabling the specific checkbox.

  1. Click Save

Custom Fields Table

BzCRM offers a wide variety of choices in creating custom fields to accord your business requirements. The following table gives complete information of Custom Fields that are supported in BzCRM.

Field Type Description Fields Information
Text To add text Label: Provide field name Length: Provide field size Maximum Characters: 255
Decimal To add decimals Label: Provide field name Length: Provide field size Decimal: Provide number of decimal places Maximum Characters: 59
Integer To add integers Label: Provide field name Length: Provide field size Maximum Characters: 255
Percent To add percentage Label: Provide field name
Multi Currency To add currency values Label: Provide field name Length: Provide field size Maximum Characters: 255
Date To add Date Label: Provide field name
Email To add email address Label: Provide field name
Phone To add Phone number Label: Provide field name
Pick List To add drop-down fields Label: Provide field name Picklist values: Provide picklist values
Multi-Select Combo Box Add picklist field to select multiple values Label: Provide field name Picklist Values: Provide picklist values
User To add User field Label: Provide Designation name
URL To add website address Label: Provide field name
Check-Box Enable check-box for true. Disable for false Label: Provide field name
Text Area To add long text Label: Provide field name
Rich Text Area To add customized test Label: Provide field name
Time To add time Label: Provide field name
User To add Users Label: Provide a designation name. Example: Product Manager
Grid To create Table Label: Provide a Table name

Create a Custom Picklist Field

Add custom Picklist field in addition to default fields offered by BzCRM.

Follow few simple steps to add Picklist field in selected module

  1. Click on the top-right
  2. In the pop up Create Custom Fields, enter details
  3. Select Field Type as Picklist from drop down list

  1. Provide field name in Label Name field
  2. Add Picklist Values, Enter value L1 and press Enter button and continue to add other, Ex: Vendor Type = L1, L2, L3, L4.
  3. Provide the default value for the custom picklist field or leave it as Select an Option.
  4. Set the field properties to the custom field by enabling the specific checkbox.

  1. Click Save

Rearranging Fields

BzCRM gives you the flexibility to rearrange the fields according to your business requirements. Click on the desired field and drag it on to any selected location in and across blocks.

Follow few simple steps to reorganize fields

  1. In Layout & Fields Editor of selected module, click on the desired field.
  2. Drag the field to the desired location (You can move fields in all possible directions: left, right, up, and down)
  3. After rearranging fields, click Save Layout button

With the new enhancement, Admin can rearrange the line Item block position in Quote, Invoice, Sales Order, Purchase Order and Subscription layout. And, also, reorder the line item columns that appears inside Quote and another Inventory module.

Editing Field Properties

This feature helps you to configure basic preferences of fields in BzCRM. You can also enable/disable fields across Modules, Quick Create, Key Field View and Mass Edit.

Follow few simple steps to edit field properties.

  1. Click pencil icon next to your desired field

  1. It brings up a pop-up that has set of options that can be configured on selected module

Field Property Functionality
Default Value To set default value for the field
Show Field To enable or hide the field for all users
Mandatory field To make the field mandatory for the Users to fill in
Quick Create To make the field available in Quick Create pop-up
Key Fields To display the field in key fields of the record
Mass Edit To make the field available during mass edit
Headers To display the field as a header in detail view
  1. After modifying field properties, click Save
Note!
  1. The properties of few fields are non-editable which otherwise can lead to inconsistency in the CRM (e.g., mandatory fields)
  2. Fields marked as either Header or Key fields will appear in the related modules list tab.

Making Fields Mandatory/Nonmandatory

Mandatory fields are fields that you should fill in. You cannot create or import records without filling or mapping mandatory fields. You have complete power over fields across modules in BzCRM. You can make desired fields mandatory or non-mandatory according to your requirements.

Here’s how to make desired fields mandatory

  1. Click on Edit icon beside the field
  2. In the Edit pop-up, enable the Mandatory Field checkbox

  1. Click Save button to save the changes.

Alternatively, you can also click Mandatory next to your desired field to enable/disable the field.

To make any field NON-MANDATORY, follow same procedure, disable the checkbox against Mandatory Field to make it non-mandatory

Note!
  1. You cannot make a few fields non-mandatory. E.g., Last Name in Contacts module. These fields are made mandatory to establish a relation between modules in BzCRM.
  2. Admins are warned when they try to mark a field used in existing workflow, lists, mailroom action, webforms, etc., as mandatory.

Deleting Fields

If custom fields created by you do not meet your requirements, you can delete them permanently.

Deleting custom fields will also delete data associated with it. In contrary to delete option, you can also hide a specific field, so that it is not used by other users.

Follow few simple steps to delete custom fields and custom blocks

  1. Click on Trash Icon to delete the field

  1. To delete the custom block, click on Delete Custom Block.

  1. In the alert message click Yes
Note! Default fields can’t be deleted but can be hidden from the view. The custom fields can either be deleted or hidden from the view.

Hiding Fields

This feature enables you to hide fields so that they are invisible to your users. This has an advantage over delete field option because hiding fields will not delete data associated with it and hidden fields can be restored when required.

Follow few simple steps to hide fields

  1. Click pencil icon next to your desired field

  1. It brings up a pop-up that has set of options that can be configured on selected module

  1. Push the Show Field Icon to No
  2. Click Save to update changes
Note!
  • You can hide both custom and default fields. The mandatory fields cannot be hidden.
  • Admins are warned when they try to mark a hide the field used in existing workflow, lists, mailroom action, webforms, etc.
  • Relationships

    Relationships help you to link two different modules and relate the records between them. Apart from default relationships provided by BzCRM, the Administrator can create new relationships between two modules.

    Adding a Relationships

    Let’s see how to add relationships to a module

    In the Module Layouts and Fields page click on Relationships tab

    To add a new relationship, click

    Consider an example, you want to add a relationship to primary module, Leads.

    1. Select the Related module. Ex: Opportunity
    2. Select the Relationship type.

    BzCRM provides you 4 different types of relationships that you can create between two modules.

    i. One - One: Records in the primary module (Leads) and the related module (Opportunity) are uniquely related to each other i.e., one-way relationship. For example, A Lead can be associated with only one Opportunity and an Opportunity can be associated with only one Lead.

    A field in each module’s record view will be created. On changing the relationship from either module will change the value in the other module.

    ii. One - Many: Records in the primary module (Leads) can have relationships with many records in the related module (Opportunity). For example. A Lead can be associated with many Opportunities, but each Opportunity can be associated with only one Lead.

    The detail view of the Lead will display a tab under summary for the Opportunities module, whereas the detail view of the Opportunities module will display a field containing a link to the Opportunities record.

    iii. Many - One: It is exactly the reverse of One - Many relationships. For example. An Opportunity can be associated with many Leads, but each Lead can be associated with only one Opportunity

    iv. Many - Many: This relationship is available only for few modules (Documents and Activities). Records in both the primary module and the related module can have multiple records related in each module.

    For example, Leads can be associated with many Documents, and a Document can be associated with many Leads.

    Both module’s record view will display a tab for the opposite module.

    1. Add the Reference field for both the modules.
    2. Click on Save.
    All the related modules along with their relationship with a primary module will be displayed accordingly. You can reorder the list of modules or even delete the relationship permanently by clicking the delete icon.
    Note!
    1. The default relationships between the modules cannot be deleted.
    2. Any record selected from the related record tab, the same record appears for again in the selection window. This is a limitation.

    Duplicate Prevention

    Prevent duplicate record creation in BzCRM, by configuring few actions.

    Dependent Fields/Block (Dynamic Fields)

    Dynamic fields allow simplifying the data entry with the fields that appear only when they’re needed. Thus, make record fields visible, writable, or required, based on another field’s value.

    Closed States

    Control any actions on records and reduce clutter using Closed states.