Custom Modules and Fields
Besides Layouts (Setup > Customization > Layouts) that allow you to add predefined fields to a module and customise it as per your needs, you can also create custom modules and add custom fields.
To create a new module:
- Log in to Zoho FSM.
- Navigate to Setup > Customization > Modules and Fields and click New Module.
- Enter the module name and click Done.
- From the New Fields tray, drag and drop the fields you want. You can also drag and drop a new section, provide a name for the section and add fields to the section.
You can view the options available for modifying the properties of a field by clicking on the more options [] icon for a field.
- Click the settings icon [
] and select Module Permission. In the Module Permission pop-up, select the profiles you want to give the access to and click Save.
- Click Save to create the module.
Once created, changes can be made to a module. You can, among other things, rename the module and fields, add and edit field and field properties. To edit a module:
- Log in to Zoho FSM.
- Navigate to Setup > Customization > Modules and Fields.
- Click the name of the module you want to customize and select the layout (if present) within it.
- Make the necessary changes and click Save.
Access your files securely from anywhere
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
New to Zoho Writer?
Create. Review. Publish.
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
Customize Standard Modules
You can customize the modules in FSM to suit the needs of your organizational process. You can choose the fields which are essential for your process, set their properties, and placement in the module. - Permission Required: Modules Customization Add ...Custom Reports
Use Custom Reports to extract and analyze data that is most relevant to your operations, performance metrics, and business goals. You can pull data from various modules within Zoho FSM, such as contacts, work orders, trips, service resources, ...How to add custom fields or sections in the Contact module?
To create custom fields or sections in the Contacts module: Navigate to Setup > Customization > Modules and Fields. Select the module (eg. Contacts). On the Module Builder page: Drag and drop fields from the New Fields tray into the layout. Set its ...How can I customize the fields in the Requests module in Zoho FSM?
To customize the fields in the Requests module: Go to Setup > Customization > Modules and Fields. Select Requests. On the Module Builder page: Drag and drop fields from the New Fields tray into the layout. Set properties such as Field Label, Type, ...Standard Modules and Fields
The standard modules in FSM are: Requests Estimates Work Orders Contacts Companies Services And Parts Assets Requests Field Name Description Summary A brief description of the request Priority Urgency of the request, whether Critical, High, Medium, ...
New to Zoho LandingPage?
Zoho LandingPage Resources