Preview Module

Preview Module

A preview of the module is available that helps you get a quick idea of what the module will look like to users in each profile. All you have to do is select the user profile to check out the preview. Based on the preview, you can modify permissions and layout, if required.

To preview the custom module

  1. Click the Menu icon and select Preview.
  2. In the popup that appears, select the desired profile from the Preview Layout As drop-down.
    You will be able to look at what the module will look like for users in the profile that you have selected.

Note

  • Availability of custom modules for a user is subject to the CRM Edition that the user is part of. See Custom Modules Limits to check limits for your Edition.
  • The Field Properties of default fields of custom modules as well as standard modules are not editable. For all other custom fields which you create from the New Fields Tray, the Field Properties are editable.
  • The Default Field Name label of the custom module is editable.

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