Before You Begin
You must have administrator access to Settings → CRM Settings → Module Management.
Your custom module must already exist and be active. If you haven't created it yet, see How to Create Custom CRM Modules with Module Builder (CRM).
Confirm that both your custom module and Intake Opportunities are listed as active modules in Module Management.
Understanding the Field Types
Before adding any field, it helps to understand the difference between the two field types you may encounter:
Related Module — This is the field type that creates the actual link between your custom module and another module (e.g., Intake Opportunities). Use this field to establish the connection.
ReferenceField (Reference Field) — This is a roll-up field that can only pull data from a module that is already linked. If no link exists yet, it will return "No matches found." It cannot create a link on its own.
Related Module Dependency — This section is used to define hide/show rules for fields between modules. It does not create record links. Custom modules now appear correctly in this section following a platform fix (CRM-3123).
⚠️ Important: If you search for Intake Opportunities when adding a ReferenceField and see "No matches found," this is expected behavior when no link has been created yet. You must first add a Related Module field to establish the connection.
Steps
Navigate to Settings → CRM Settings → Module Management → Module Layouts & Fields.
Select your custom module (e.g., Family Services) from the module dropdown.
Click Add Custom Field in the section of the layout where you want the link field to appear.
In the Create Custom Field dialog, open the Field Type dropdown and select Related Module.
💡 Tip: Do not select "ReferenceField" at this step — that is a different field type used for pulling data, not creating links.In the module selection option, choose Intake Opportunities as the module to link to.
Enter a descriptive Label Name for the field (e.g., "Intake Opportunity").
Click Save to create the field.
Verification / Expected Result
Once the Related Module field is saved:
The custom module's layout will include a field that lets users select or reference a linked Intake Opportunity record.
When a Family Services record is linked to an Intake Opportunity, the Intake Opportunity record will display the linked custom module record in its related ribbon.
If you use a workflow to create the custom module record automatically (e.g., when an opportunity changes to "Admitted"), you can configure that workflow to populate this Related Module field, completing the link automatically.
✅ Best Practice: After setting up the field, test the link by manually opening a custom module record, selecting an Intake Opportunity in the Related Module field, and then opening that Intake Opportunity to confirm the custom module record appears in its related ribbon.
Troubleshooting / Common Errors
"No matches found" when adding a ReferenceField: This is expected behavior. The ReferenceField type requires an existing link to already be in place before it can pull data. Use the Related Module field type instead to create the initial link.
Custom module not appearing in Related Module Dependency: This was a known platform bug (CRM-3123) that has been resolved. Custom modules should now appear correctly in the Related Module Dependency section. Note that this section is for field-level hide/show rules only — it does not create record links.
Linked record not visible on the Intake Opportunity: Confirm that the Related Module field on the custom module record is actually populated with the correct Intake Opportunity. The related ribbon on the Intake Opportunity only shows records where the link field has been filled in.
Related Resources
How to Create Custom CRM Modules with Module Builder (CRM)
Using Related Tabs to Link Records Across Modules (CRM)
How to Set Up Reverse Reference Fields to Display Child Record Data (CRM)
How to Sync Date Fields Between Module Tabs Using Workflows (CRM)