Modules and fields

Switch off the modules you do not use, and shape every module's fields: names, order, sections, required, hidden and your own.

Whereeach module's Fields tab under Settings

Two pages decide what your system holds. Modules switches whole parts of it off. Fields shapes the fields inside each module: the record page, the new-record form, the list columns, the filters and the importer all follow it at once.

Switch a module off

  1. Open Settings, System, Modules.
  2. Flip the switch beside a module you do not use: Prospects, Planning, Assets, Prep & Load Up, Email, Feed, Messages, Knowledge Base, HR Compliance, Issues or the Compliance library.
  3. It shows Switched off. It leaves the menu, search and the + menu for everybody.

Nothing in it is deleted. Switch it back on and everything comes back. Contacts, leads, quotes, orders, payments, inventory, dispatch, the team screens and settings are always on.

Lay out a module's fields

  1. Open the module under Settings and its Fields tab.
  2. Choose a tab: Create (the new-record form as it asks), Detail view (the record page's Details, as a canvas) or List (every field, to search and set).
  3. On Detail view, drag a field to a new place in either column, or drag a section by its handle. A gold line shows where it lands.
  4. Use + Section to add a section. Hover a section for move up, move down, rename and remove.
  5. Press Save at the top right. Cancel throws the moves away; As it ships goes back to the layout the system came with.

Change one field

  1. Click the field on any tab (or press its ... menu and Settings).
  2. Change its Name and Help text and press Save.
  3. Set Required, Shown and Shown when. See Required and hidden fields.
  4. A field with a dropdown has its options right there. See Dropdown lists.

Good to know

  • A built-in field can be moved, renamed or hidden, never deleted. Your own fields can also be removed. See Custom fields.
  • Unused fields on the left of Detail view holds the hidden ones. Drag one back onto a section to show it again.
  • Without a mouse, a field's settings have Sits in, Column (Left or Right) and arrows to move it.
  • The form on Create keeps the module's own order: required fields first, the rest under "More fields".
  • Employees, assets, tasks and knowledge articles have pages built by hand, so under Fields they have the field list only.
  • Leaving with layout moves unsaved asks first.
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