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Introduction to Modules

In 1Relation, modules are the building blocks of your data organization, simplifying the way you manage information. Think of modules as customizable containers where you can store, view, and interact with your business data. They're designed to be intuitive and flexible, fitting perfectly into your daily operations.

Modules in Everyday Use​

Imagine you're setting up a system to manage your customer interactions and tasks. Here's how modules make your life easier:

  • Customer Module: Create a 'Customer' module to keep track of all your customer details – like names, contact information, and preferences.
  • Task Module: Then, set up a 'Task' module. Here you can list all the tasks, assign them to team members, set deadlines, and monitor progress.

With these two modules, you've already got a mini CRM and project management tool at your fingertips!

Linking Modules for Smarter Workflows​

The real magic happens when you link modules together. Let's connect our 'Customer' and 'Task' modules:

  • Relating Customers to Tasks: By linking a customer to a task, you instantly know who the task is for and can access all their details without jumping between screens.

This connection means less time searching for information and more time getting things done. You're not just working smarter; you're also providing personalized service, as every task is now clearly linked to the customer it's meant for.

Getting Started with Modules​

Here's how you can dive in and start shaping your modules:

  1. Create Your Modules: Jump into the 'Modules' section, and hit 'Create'. Name your modules – like 'Customers' and 'Tasks'.
  2. Customize to Fit Your Needs: Add the fields you need in each module. For 'Customers', this might be 'Name', 'Contact', and 'Notes'. For 'Tasks', consider 'Title', 'Deadline', and 'Assigned To'.
  3. Link and Relate: Use the 'Relations' feature to connect your 'Customers' and 'Tasks'. Now, every task can be tied to a customer, making your data more interconnected and meaningful.

Modules are all about making your data work for you, in the most intuitive and user-friendly way possible. Whether you're managing customers, tracking tasks, or something entirely unique to your business, modules are your foundation for building a a good 1Relation system.