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Module Table Mapping Limitations Between CRM Modules

Overview

Module tables in Dazos CRM cannot be directly mapped or shared between different modules. Each module table is specific to the module where it was created and configured.

Understanding Module Table Limitations

While you can create custom module tables for any CRM module, these tables are module-specific and cannot be mapped between different modules. For example:

  • A "Contact Attempts" module table created in the Leads module cannot be mapped to Accounts or Intake Opportunities modules

  • Each module maintains its own separate set of module tables

  • Module tables collect one-to-many data sets within their specific module only

Alternative Approaches

If you need similar data collection across multiple modules, you can:

  1. Create separate module tables with the same structure in each module where you need the functionality

  2. Use standard CRM fields that are available across modules

  3. Utilize module relationships when building reports to connect data between related modules

Managing Module Tables

To create and manage module tables within a specific module:

  1. Navigate to Settings > CRM Settings > Module Management > Module Tables

    Create a new custom table

  2. Select the specific module where you want to create the table

  3. Configure your module table for that module only

Expected Result

Each module will have its own separate module tables that cannot be shared or mapped to other modules. Data collected in module tables remains specific to the module where it was created.

Related Resources

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