How to customise a module

How to customise a module

Customization includes the following on modules:

  1. Actions
    1. Add Field
    2. Edit Field
    3. Delete Field
  2. Menu and Navigation 
  3. Add Future Commission Rule

How to Customize an Action Rule:
  1. Go to 'Settings' > 'Customization' and select the module you would like to customize e.g. 'Companies' > Select an action e.g. 'Add Field' or edit details to that module. 
  2. Click on 'Save' and re-login.

How to Customize Menu and Navigation:
  1. Go to 'Settings' > 'Menu & Navigation' and customize the module name & actions. 
  2. Click on 'Save'.

How to Customize Future Commission Rule:
  1. Go to 'Settings' > 'Customization' > 'Add New Rule', add details and click on 'Save'. 
  2. Click on 'Save'.