Modules - An Introduction | Zoho Vertical Solutions Help

Modules - An Introduction

      Modules in Vertical Solutions let you categorize and track various aspects of your business such as Sales, Marketing, Customers, Products, Meetings and the like. Modules are represented in the form of tabs such as Leads, Contacts, Deals, Tasks etc. 
      Data becomes useful and effective when it is structured and categorized. modules in Vertical Solutions take care of this. Consider you have all the data in a spreadsheet. The module in Vertical Solutions is analogous to the column in the spreadsheet. Modules display the data in a simple and visually appealing way, helping you to take data-driven decisions effectively.
      Each module can collect and store thousands of records with a range of built-in options that help you sort, filter, and view the records as required. Modules also provide you with options to perform actions like creating macros, mass updating fields, and sending mass emails. 
      When you log into your solution, the modules are listed in the form of tabs for easy accessibility. For example, in the below image, Contacts, Accounts, Deals etc are the modules. You can switch between modules easily with this arrangement.

There are two types of modules in Vertical Solutions. They are Standard Modules and Custom Modules.

Standard Modules

      Vertical Solutions provides you with a few standard modules that you can readily use. The standard modules provided are Leads, Accounts, Contacts, Potentials, Documents, Reports, Tasks, Events, Calls, Forecasts, Products, PriceBooks, Vendors, Purchase Orders, Invoices, Sales Orders, Quotes, Feeds, Cases, Solutions, Campaigns and Social. 
      These predefined modules come with a set of default fields and layout. You can edit most aspects of a standard module to suit your requirements. For example, if there is a field called Twitter in the Leads module and you think none of your leads use Twitter, you can remove this field from the Leads layout. Similarly there are many other customization options provided for Standard modules. The customization options and their exceptions vary depending on the module you wish to modify.
When you create a new app/solution from your Developer account, you can select the standard modules you want to include for the particular solution.

The modules selected while creating the solution will be the available default modules for the end-user. 

For more details on the standard modules offered by us, please refer to our Standard Modules and Fields documentation.

Custom Modules

      Sometimes, the standard, predefined modules present in Vertical Solutions may not always meet your requirements. In such a case, Vertical Solutions lets you create a new module depending on your business needs. For instance, Leads, Contacts, and Deals will not be ideal for an educational institution. Students, Teachers and Parents would be more appropriate modules for them and they can create these modules. A hospital might need modules called Doctors, Patients, and Nurses.
      To address these unique business requirements, you can create your own modules. With the Custom Modules functionality in Vertical Solutions, you can develop new modules using built-in tools that need no programming skills. These custom modules can seamlessly integrate with core modules and need not be stand-alone modules. 

Creating Custom Modules

To create Custom Modules, log into your developer account and navigate to the specific solution.
  1. Click on the solution from the Home page.
  2. From the left menu panel, click on MODULES from the BUILD sub-menu. 

  3. Click on the + New Module button on the top right. This will take you to the module builder page. 

  4. Enter the name of the new module you want to create in the space provided. 
  5. Change the layout name, if required.
  6. Add New Section to the module by dragging and dropping from the New Fields section.
  7. Drag and drop required fields from the New Fields section to appropriate section of your new module. You can rename sections of the module from this Module Builder page.

  8. To edit any field and its properties, click on the ellipsis near the corresponding field. To make the field a mandatory field, select Mark as Required. You can set or edit the Read Write permission for different profiles for a specific field by clicking on the Set Permission option. Edit Properties lets you change the field label and properties. You can also remove the field from the layout by clicking on the Remove Field option. 

  9. Once you have added all the fields, Click on the Save button in the top right corner to save the custom module. 
  10. Upon saving the module, you will be prompted to select the profiles that should have access to the module. Select the appropriate profiles and click on Save.

Please note that module views are layout specific. You can create upto four layouts for each module to fit your specific requirements. This includes one standard layout and three custom layouts.

To create a new layout for any module:
  1. Navigate to the Modules Home page by clicking on the MODULES option from the BUILD sub-menu. All modules in your account will be listed down on the home page.
  2. Click on the ellipsis corresponding to the module you want to create a new layout for.

  3. Click on Layout.
  4. In the next window, all the layouts already created for the module will be listed down. You can edit the layouts from this window. To create a new layout, click on New Layout. 

  5. Module Builder for the new layout will be shown in the next window. 
    1. Name the new layout.
    2. Add required sections and fields, and edit them to fit your requirement.
    3. Once all the fields are selected, click Save
    4. Select the profiles that should have access to the layout and click Save. 
For the end user, the pre-defined modules the partner selected during the first step of solution creation as well as any custom modules defined for the specific solution will be available. When the user creates a new record in the module, if more than one layout is available, they can selectthe layout that best fits the requirement.

Please note that the end user can add new layouts or edit existing ones provided by the solution provider. However, while editing the fields added by the solution provider in any layout, the options will be limited as compared to other fields. For example, such fields cannot be renamed. 
For more information on page layouts, please refer here.

Published Components Behavior in Modules

The table given below specifies the actions that can be performed over Modules.
Upgrade Type
Modify Access
Create a module
Developer and Subscriber Editable
Rename a Module
Developer Editable
Show/Hide a Module 
(organize modules)
Developer and Subscriber Editable
Rearranging Modules
Developer and Subscriber Editable
Module Permissions
Developer and Subscriber Editable

    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 CRM Training
      Redefine the way you work
      with Zoho Workplace

        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 CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now

            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION

                                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.

                                    Manage your brands on social media

                                      Zoho Desk Resources

                                      • Desk Community Learning Series

                                      • Digest

                                      • Functions

                                      • Meetups

                                      • Kbase

                                      • Resources

                                      • Glossary

                                      • Desk Marketplace

                                      • MVP Corner

                                      • Word of the Day

                                        Zoho Marketing Automation

                                          Zoho Sheet Resources


                                              Zoho Forms Resources

                                                Secure your business
                                                communication with Zoho Mail

                                                Mail on the move with
                                                Zoho Mail mobile application

                                                  Stay on top of your schedule
                                                  at all times

                                                  Carry your calendar with you
                                                  Anytime, anywhere

                                                        Zoho Sign Resources

                                                          Sign, Paperless!

                                                          Sign and send business documents on the go!

                                                          Get Started Now

                                                                  Zoho TeamInbox Resources

                                                                          Zoho DataPrep Resources

                                                                            Zoho DataPrep Demo

                                                                            Get a personalized demo or POC

                                                                            REGISTER NOW

                                                                              Design. Discuss. Deliver.

                                                                              Create visually engaging stories with Zoho Show.

                                                                              Get Started Now

                                                                                            You are currently viewing the help articles of Sprints 1.0. If you are a user of 2.0, please refer here.

                                                                                            You are currently viewing the help articles of Sprints 2.0. If you are a user of 1.0, please refer here.

                                                                                                  • Related Articles

                                                                                                  • Standard Modules and Fields

                                                                                                    Vertical Solutions provides you with a few standard modules that you can readily use. These predefined modules come with a set of default fields and layout. When you create a new solution from your Developer account, you can select the standard ...
                                                                                                  • Customization - Working with Custom Modules

                                                                                                    This guide will help you with: Add Custom Modules  Edit Custom Modules  Link Custom Modules With Other Modules  Manage Modules  Delete Custom Modules  Zoho Developer offers more than 10 standard modules for Sales, Marketing, Customer Support and ...
                                                                                                  • CRM Platform Modules and Fields

                                                                                                    You can use API to integrate with the following standard modules: API support is not available for the Forecasts module. You must use the API format given the above table. If you use "leads" for "Leads" module or "purchaseorders" for "Purchase ...
                                                                                                  • Creating New Modules and Fields

                                                                                                    The guide will help you with the following: 1. Manage custom modules  Add a new module Edit a custom module  Delete a custom module  2. Manage custom fields  Add a custom field  Edit a custom field   Delete a custom field  Create a currency field  ...
                                                                                                  • Introduction to Deluge

                                                                                                    Overview Deluge, or Data Enriched Language for the Universal Grid Environment, is an online scripting language integrated with Zoho services. It enables users to add logic to their applications incrementally, making it more powerful and robust.  ...
                                                                                                    Wherever you are is as good as
                                                                                                    your workplace



                                                                                                      Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.


                                                                                                      Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.


                                                                                                      Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.

                                                                                                      CRM Tips

                                                                                                      Make the most of Zoho CRM with these useful tips.

                                                                                                        Zoho Show Resources