Steps to Customize Module Layouts in Contacts module in Vryno CRM:

 

  1. Login to Vryno CRM:

  • Access the Vryno CRM platform by entering your credentials.

 

2. Navigate to the Contacts You Want to Customize:

  • Find and click on the Contacts you wish to customize.

3. Enter Edit Mode:

  • Once on the Contacts details page, locate and click on the “Edit” option.

4. Select Customize Option:

  • Look for the “Customize” option, which should allow you to make changes to the Contacts layout.

5. Add a New Section:

  • Click on the “+ Section” button to add a new section to the Contacts layout.

6. Choose Section Details:

  • Specify the details for the new section, such as naming it “Additional Information.”

7. Add Tabs to the Section:

  • Within the new section, select tabs to include, such as “Internal Details” and “Company Details.”

8. Configure Tab Display:

  • Use arrows or similar interface elements to set up the display order and arrangement of the tabs.

9. Save Changes:

  • Save your customization by clicking on a “Save” or “Apply” button.

10. Review the Updated Contacts Layout:

  • Exit the customization mode and return to the Contacts details page to see the updated layout with the customized sections and tabs.