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For Admins · Help Guide

Modules

Create and manage the data modules that power your workspace.

Key Concepts

Modules are the building blocks of your workspace. Each module is a data structure that holds a specific type of record — like Leads, Contacts, Deals, or Accounts.

Module

A data structure (like a database table) that holds records of a specific type. Examples: Leads, Contacts, Deals, Accounts.

Singular Name

The name for a single record in this module (e.g., "Lead").

Plural Name

The name for multiple records in this module (e.g., "Leads"). Used in navigation and headings.

Module Icon

The icon displayed in the sidebar and module headers. Helps users identify modules at a glance.

Related guides: Once a module is created, use the Module Builder, Card View, and Form Rules guides to design its fields, layout, and conditional logic.

Modules Page

SettingsModules

This page lists all the data modules in your workspace. Each module represents a type of record you track — like Leads, Contacts, Deals, or Accounts.

Modules list page showing a table with Name, Description, and Actions columns
Four modules listed — click any name to open the Module Builder

What Each Column Means

ColumnDescription
NameThe module's display name. Click it to open the Module Builder.
DescriptionA brief summary of what this module is used for.
ActionsThree-dot menu with options to edit or delete the module.

Available Actions

ActionHow
Create a new moduleClick the "Create Module" button (top right)
Reorder modulesClick the "Reorder" button to drag modules into a new order
Edit a module's name or descriptionClick the three-dot menu → "Edit Module"
Delete a moduleClick the three-dot menu → "Delete Module"
Open the Module BuilderClick the module's name in the table

Caution: Deleting a module permanently removes all its records, fields, and related configurations. This action cannot be undone.

Creating a Module

Click "Create Module" to open a dialog where you define a new data structure for your workspace.

Create Module dialog with fields for Singular Name, Plural Name, Description, and Module Icon
Fill in the names and click Create Module — the button stays disabled until required fields are valid

Form Fields

FieldRequiredDescription
Singular NameRequiredThe name for a single record (e.g., "Lead"). Max 50 characters.
Plural NameRequiredThe name for multiple records (e.g., "Leads"). Max 70 characters.
DescriptionOptionalA brief explanation of what this module is for. Max 250 characters.
Module IconOptionalAn icon displayed in the sidebar and module headers. Select from the dropdown.

Steps

  1. 1Click "Create Module" on the Modules page
  2. 2Enter the singular name (e.g., "Ticket")
  3. 3Enter the plural name (e.g., "Tickets")
  4. 4Optionally add a description and select an icon
  5. 5Click "Create Module" in the dialog
  6. 6The new module appears in the list and opens in the Module Builder

Next: See the Module Builder guide to learn how to design fields, sections, and form layouts for your new module.

Real-World Use Case

Recruitment agency tracking candidates, clients, and placements

A staffing agency needs to track Candidates, Client Companies, Job Orders, and Placements — but their off-the-shelf CRM only has Leads, Contacts, and Deals. With Modules, they create a data structure that matches their actual business.

  1. 1Create a Candidates module (singular: Candidate) to store applicant profiles, skills, and availability
  2. 2Create a Job Orders module to track open positions from client companies
  3. 3Create a Placements module to record successful matches between candidates and job orders
  4. 4Reorder modules so the sidebar shows: Candidates → Job Orders → Placements → Client Companies
  5. 5Use the Module Builder to add fields specific to each module (e.g., "Availability Date" for Candidates, "Bill Rate" for Job Orders)

Adapt this for your team: Modules are the foundation of any workspace. A property management firm might create Tenants, Properties, Leases, and Maintenance Requests. A logistics company might need Shipments, Carriers, Routes, and Warehouses. Whatever your business tracks, create a module for it — the rest of the platform (roles, rules, automations) builds on top.

Common Workflows

Create a new module for your business

  1. 1Go to Settings → Modules
  2. 2Click "Create Module"
  3. 3Enter the singular name (e.g., "Ticket") and plural name (e.g., "Tickets")
  4. 4Optionally add a description and select an icon
  5. 5Click "Create Module" in the dialog
  6. 6Use the Module Builder to add fields and organize sections

Reorder modules in the sidebar

  1. 1Go to Settings → Modules
  2. 2Click the "Reorder" button
  3. 3Drag modules into the desired order
  4. 4Save the order — the sidebar reflects the new arrangement