Skip to content

Custom modules

Why this matters

Custom modules are modules your company creates for specific needs. Typical examples:

  • Events — to log events where you captured leads.
  • Equipment inventory — if your business sells and maintains equipment.
  • Service policies — for businesses with recurring services.
  • Field visits — for field service.

ZaazCRM is metadata-driven: no code needed. You configure it from the admin UI.

Create a custom module

  1. Sidebar → Settings → Modules → Create.
  2. Fill in:
  3. Name (singular and plural).
  4. Technical key — lowercase, no spaces (for example, events).
  5. Type: Custom.
  6. Menu group.
  7. Table — auto-generated.
  8. Save.

ZaazCRM creates the table, adds the module to the sidebar, and creates basic permissions.

Add fields

Right after creating:

  1. Open the module → Fields tab.
  2. Add field → type, validation, label.
  3. Save.

More in Fields.

Configure relationships, visibilities, permissions

  • Relationships — connect the module with others.
  • Visibilities — which fields appear where.
  • Permissions — assign to roles and profiles.

Until you assign permissions, only Super Admin can access.

Auto-folders and templates

If your module needs folders, PDF templates, workflows — configure in their respective sections.

Watch out for

  • Don't create modules that duplicate others. Use custom fields first.
  • Think the technical key through — it can't be changed.
  • Test with one user before enabling for all.
  • Don't overuse — more than 30-40 custom modules makes the menu unmanageable.

Where to next