Before You Begin
You must have CRM Administrator access to navigate to Settings → CRM Settings → Module Layouts and Fields.
Confirm which Pre-Assessment version you want to edit before starting.
Steps
Click Settings from the left-side dropdown in your Dazos CRM.
Select CRM Settings from the menu.
Click Module Layouts and Fields in the top-right corner of the CRM Settings page.
Choose the Pre-Assessment module from the module list.
Select the specific Pre-Assessment version you want to view or edit from the available options.
To add or remove fields for that version: Locate the Select Picklist Value dropdown and make sure all PAA options are selected. This enables visibility of all blocks and fields in the layout editor.
Once all PAA options are selected, add or remove the fields or blocks that are specific to the PAA version you are editing.
Verification / Expected Result
After completing these steps, the fields and blocks you added or removed will apply only to the specific Pre-Assessment version you selected. Other PAA versions will remain unaffected as long as you made changes while that specific version was selected.
Tips & Notes
💡 Tip: Always confirm which version is selected in the Select Picklist Value dropdown before making layout changes. Editing with the wrong version selected may apply changes unintentionally.
⚠️ Note: Be mindful of the PAA module's field limit. Adding fields across multiple versions without reusing existing field definitions can contribute to reaching that limit. See the related article on managing PAA module fields for best practices.