1. Add Custom Modules 
   
2. Edit Custom Modules 
   
3. Link Custom Modules With Other Modules 
   
4. Manage Modules 
   
5. Delete Custom Modules 
   

1. Add fields and modify the page layout as per your needs.
   
2. Use roles and profiles to define access controls for the custom modules and its fields.
   
3. Create workflow rules to automate your business process.
   
4. Build module relationship by linking custom module with standard modules.
   

Add Custom Modules

1. Log in to Zoho Developer Console and click Vertical Solutions.
   
2. In the Vertical CRM page, select the application in which the custom module has to be created.
   
3. In the App Details page, click Modules in the left pane.
   
4. In the Modules page, click Create New Module.
   
5. Click the edit symbol [] to enter the module name.
   
6. Enter the singular and plural form of the module name in the respective text boxes and click Save. 
   
   
   
   
7. Add custom fields and sections (if necessary) and click Save Layout.
   
8. Select the profile(s) and click Save. Users in the selected profiles will have access to the custom module. 
   
   
   
   

Edit Custom Modules

1. In the App Details page, click Modules.
   
2. In the List of Modules page, hover over the module that has to be edited and click Edit icon.
   
3. In the Edit Module page, make the necessary changes and click Save.
   

Link Custom Modules With Other Modules

1. Log in to Zoho Developer Console and click Vertical Solutions​.
   
2. In the Vertical CRM page, select the application in which the field has to be added.
   
3. In the App Details page, click Modules in the left pane.
   
4. In the Modules page, click the name of the module you want to link with other module.
   
5. Drag and drop a Lookup field from the New Fields panel.
   
6. In the Lookup Properties pop-up, enter the following details:
1. Enter the name of the lookup field in the Field Label text box.
   
2. Select a module from the Field Label in Related Module drop-down. In the field, data from the module selected here, will be listed. (Eg. Contacts. The lookup field will list all the contacts)
   
3. Enter the Related List Title.
   
   A related list will be created for the records in the Contacts module. 
   
   

Manage Modules

1. Log in to Zoho Developer Console and click Vertical Solutions
   
2. In the Vertical CRM page, select the application you want to edit.
   
3. In the App Details page, click Modules.
   
4. In the Modules page, click Organize Modules.
   
5. Use the horizontal arrows to move the tabs from the Unselected Tabs list to the Selected Tabs list and vice versa.
   
6. Click Save. 
   
   
   
   

Note

1. The Home tab cannot be hidden.
   
2. Irrespective of the profiles, hidden modules are not displayed to any user.
   

Delete Custom Modules

1. The module is not liked with any other custom or standard modules.
   
2. Workflow rules that are configured for the custom module are deleted.
   

1. In the App Details page, click Modules.
   
2. In the List of Modules page, hover over the module that has to be edited and click Edit icon.
   
3. In the Edit Module page, make the necessary changes and click Save.
   Make sure to read the instructions in the pop-up box and then click Yes, Delete now to delete the module.