Every business keeps a list the product never anticipated: site visits, sample requests, complaints, applications, inspections, renewals. Bending Leads into that shape works until the day you want leads as well.
A module of your own is the answer. It is a module in the full sense — its own list, form, fields, permissions, import, export and audit trail — and nothing about it is second class.
Making one
- Go to Settings → Modules & menu and find Modules that keep records.
- Choose New module.
- Say what one of them is called. This is what the button says: “New site visit”.
- Say what the list is called — the sidebar entry and the page heading.
- Choose the section of the sidebar it sits under. Any of ours, or one of yours.
- Name its first column if “Name” is not what your team calls it — “Visit reference”, say.
- Create it. It is in the sidebar straight away, with a live count beside it.
What it starts with, and what to add
Every module begins with three columns: a name, an owner and tags. Everything particular to yours is a field you add in Fields & rules, exactly as you would add one to Leads — dates, dropdowns, money, lookups, checkboxes, and rules about when each one shows.
The columns follow the fields. A field added this afternoon is a column this afternoon. There is no separate list layout to maintain.
Who can see it
It appears in Roles & permissions under “Modules you added”, with the same actions and the same record-visibility scopes as everything else. Until a role grants it, only owners and administrators can open it.
What comes with it
- The list you already know — columns, sorting, filters, saved views and page sizes
- A board, grouped by owner or by any dropdown you add
- A pivot, totalling any number field
- CSV import with column matching and per-row errors, and CSV export honouring whatever is filtered on screen
- A record page with its timeline, notes, files and assignees
- Tags, shared with the rest of the product
- An audit trail — created, changed and deleted, with who and when
Switching one off, or removing it
Switching a module off takes it out of the sidebar and leaves everything in it untouched. Deleting one is refused while it holds records until you confirm, and the message says how many records go with it.
Something missing or wrong here? Tell us. A question that needed asking usually means a page that needed writing.