Studio modules give the administrator the ability to determine which menus and modules appear on the site, create custom fields, modify the layout of the fields of a module, edit pick-list values, and set up mandatory fields.
Layout Editor
The Layout Editor enables the Admin to designate the display location of fields within a module in a way that benefits the workflow of the company. The Admin can create new sections or blocks within a module and move and organize fields within the blocks.
Managing the Layout Editor [Video]
Menu and Module Organizer
The Menu and Module Organizer enables the Admin to globally disable Menu Items and Modules, customize the appearance of modules within a dropdown menu, customize visibility of modules on the record page, and customize menu and module text labels.
Managing Menu and Module Organizer [Video]
Custom Fields
The Custom Field Settings module allows the admin to do the following:
- Check the list of custom fields created per module.
- Create custom fields within each module.
- Edit the name of an existing custom field.
- In the case of Leads, it allows mapping of the custom fields and field values in Leads module with field(s) and field values of Accounts, Contacts, and Opportunities modules.
Managing Custom Fields [Video]
Custom Field Mapping
When creating a field within the Leads module, it is important to create the same field within the Accounts, Contacts, or Opportunities modules when preservation of information is desired upon Lead Conversion. Mapping can be completed by selecting the ‘Custom Field Mapping Button’.
Managing Custom Fields Mapping [Video]
Mandatory Fields
The Mandatory Fields module allows the Admin to specify which fields must contain a value upon saving record. To access the Mandatory Fields module, go to the Admin Settings page, scroll to the studio section and select ‘Mandatory Fields’.