Customizing Display Modules and Subpanels for Enhanced User Experience in SuiteCRM

Learn how to customize display modules and subpanels in SuiteCRM for a streamlined user interface and improved productivity.

In today’s digital age, optimizing the user interface of your CRM is crucial for improving productivity and user satisfaction. SuiteCRM, a popular open-source CRM solution, offers robust customization options to tailor the display of modules and subpanels. This article will guide you through the process of customizing these elements to create a more streamlined and user-friendly interface.

Understanding Display Modules and Subpanels in SuiteCRM

Display Modules are self-contained units within SuiteCRM that provide specific features or functions. Examples include dashboards, reports, contacts, accounts, and more. These modules are typically accessible from the top navigation bar, allowing users to quickly find and use the tools they need.

Subpanels are additional sections within a module that offer more detailed information or functionalities related to the primary module. For instance, within a ‘Contacts’ module, subpanels might include ‘Contact Details,’ ‘Communication History,’ and ‘Related Activities.’

The Importance of Customization

Customizing display modules and subpanels in SuiteCRM can significantly enhance the user experience by:

• Improving Navigation: By arranging modules and subpanels in a logical order, users can navigate the software more efficiently.
• Enhancing Productivity: Users can access frequently used modules quickly, reducing the time spent searching for tools.
• Streamlining Workflow: Hiding unnecessary modules and subpanels declutters the interface, allowing users to focus on essential tasks.

Steps to Customize Display Modules and Subpanels in SuiteCRM

1. Access the Customization Interface:

• Navigate to the Admin panel in SuiteCRM.
• Select ‘Display Modules and Subpanels’ from the options.

2. Drag and Drop Modules:

• You will see a list of available modules in SuiteCRM.
• Drag and drop the names of the modules to arrange them in the top navigation bar or side menus.
• You can also hide modules by dragging them to a “hidden” section.

3. Configure Subpanels:

• Within each module, you can customize the subpanels.
• Drag and drop subpanels to set their order of appearance or hide them if they are not needed.

4. Set Permissions with Role Management:

• Define roles and assign permissions to control who can see and access specific modules and subpanels.
• Ensure that users only have access to the features they need based on their role within the organization.

Conclusion

Customizing display modules and subpanels in SuiteCRM is a powerful way to enhance the usability of your CRM system. By leveraging drag-and-drop features and role management, you can create a tailored interface that boosts productivity and user satisfaction. Start optimizing your SuiteCRM today to enjoy the benefits of a streamlined and efficient workflow.