Before You Begin
Ensure you have administrator access to Module Management in your Dazos CRM workspace.
Steps
Navigate to Settings > CRM Settings > Module Management
Click Module Fields & Layout
Select your target module from the dropdown menu
Click Add Block (not Add Custom Field)
Set Block Type to Sub Module Reference
Choose your desired table from the Sub Module Reference dropdown (options include Treatment History, Substances of Abuse, Medications, etc.)
Configure any additional settings as needed
Save your changes
Expected Result
The selected module table will be added to your module, allowing you to collect and manage related data in a structured format similar to how Related Contacts works.
Key Points
Use Add Block, not Add Custom Field: The Sub Module Reference option is only available when adding blocks
Block Type is crucial: Setting the block type to "Sub Module Reference" unlocks access to existing module tables
One-to-many data collection: This feature is designed for collecting multiple related records within a single module