Module Manager
Once it is installed, it provides the Module Manager configuration tool under Settings. With this you can enable, disable or control settings of SalesHiker CRM modules. On disabling a module, it won’t be shown on the Menu and access is restricted (including for the administrator).
- Click gear icon in upper right corner
- Click Settings ->CRM Settings
- Click Module Management.
- Click Module.
* This feature enables you to configure settings related to modules in SalesHiker CRM. The key preferences with respect to the modules can be configured right through Module Manager. Settings that can be configured in Module Manager are illustrated below.
| 1 | Layout & Fields | Navigates you to Fields and Layout Editor where you can configure fields of selected module |
| 2 | Module Sequence Numbering | Navigates you to Customize Record Numbering feature where you can modify default record numbering
of selected module |
| 3 | Edit Workflows | Navigates you to Workflows feature where you can set up new workflows on selected module |
| 4 | Picklist Values | Navigates you to Picklist Editor where you can customize picklist fields of selected module |
| 5 | Edit Field Mapping | Exclusively for Leads. Navigates you to Lead Mapping feature where you can map fields before
converting leads |
