Overview
Most teams never need this page. Use it if you want to store extra information the app does not have a field for. The module builder lets you extend the information the app stores. You can add custom fields to built-in modules like Contacts, or create entirely new modules (record types) such as “Deals” or “Properties”. Each has your own sections and fields. Manage everything at Settings → Module Setup (/settings/module-setup).
Time to complete: ~15 minutes · Difficulty: Advanced
How modules are organized
Module
A record type — for example, Contacts (built-in) or a custom Deals
module. Each has a name, singular/plural labels, icon, and color.
Section
A titled group of fields within a module, with a chosen column count.
Field
A single piece of information — text, number, date, dropdown, and more.
Create a custom field or module
1
Open Module Setup
Go to Settings → Module Setup. The left rail lists your modules.
2
Add a field to a module
Select a module, open the Fields tab, choose a section, and add a field.
Pick its type, set validation (rules about what can be entered), options
(for dropdowns), default value, and help text.
3
Or create a new module
Click New module, name it, and add sections and fields.
4
Arrange the layout
Use the Layout tab to choose a record layout (single, two/three column, or
tabbed) and pick header and list columns. Optionally turn on a kanban view
(cards in columns) grouped by a dropdown field.
Field types
Each field can be required, unique, filterable, searchable, or
read-only. It can also carry validation rules and conditional visibility (show or
require a field based on another field’s value).
Records
Custom modules get their own records screens:- List —
/modules/<module>/records, with your configured columns, filters, and optional kanban view. - Detail — a single record laid out by your section/field design.
Modules and contacts
Contacts (and Tickets) are built-in system modules (ones Autocampaign AI provides). Their core fields are fixed, but you can add your own custom fields alongside them. Those fields then appear on contacts as columns, form fields, and filters, and can be filled by CSV import. See Custom fields.FAQ
What's the difference between a custom field and a custom module?
What's the difference between a custom field and a custom module?
A custom field adds one piece of information to an existing module (like
Contacts). A custom module is a whole new record type with its own fields
and records.
Can I link records to each other?
Can I link records to each other?
Yes — use a Lookup field to link a record to another module’s record, or a
User field to link to a team member.
Troubleshooting
I can't edit a field on Contacts
I can't edit a field on Contacts
Built-in system fields are locked. You can add and edit your own custom fields
alongside them, but not change the core ones.
Add custom fields to contacts
Extend contacts with your own data.