{"id":5640,"date":"2017-10-25T10:56:13","date_gmt":"2017-10-25T08:56:13","guid":{"rendered":"https:\/\/www.minicrm.hu\/help\/?p=5640"},"modified":"2025-04-04T15:11:33","modified_gmt":"2025-04-04T13:11:33","slug":"how-to-customize-an-existing-module","status":"publish","type":"post","link":"https:\/\/helpdev.minicrm.io\/help\/how-to-customize-an-existing-module\/","title":{"rendered":"How to customize an existing product"},"content":{"rendered":"
    \n
  1. Click on the\u00a0\"beallitasok-gomb\"\u00a0icon in the top right-hand corner<\/li>\n
  2. On the blue navigation bar, click on Products<\/a><\/li>\n
  3. Find the product in the list that you would like to customize and click on it<\/li>\n
  4. On the left side, you can edit the following:\n
      \n
    1. Product’s name<\/li>\n
    2. Cards’<\/a>\u00a0name<\/li>\n
    3. Product’s position on the blue navigation bar<\/li>\n
    4. You can decide whether it is possible to add new cards<\/a>\u00a0to the system manually or not (check it if data is added to the system by an integration<\/a>\u00a0or you don’t want to use the product<\/a>\u00a0actively anymore)<\/li>\n
    5. Add the product’s default sender (it is used by mass email sending<\/a>, web forms<\/a>\u00a0<\/strong>and sending custom emails<\/a>)<\/li>\n
    6. Check the checkbox below the email address if you would like to send emails only from this address in this product<\/li>\n
    7. Check the Custom signature field if you have one and type it in the editor<\/li>\n
    8. If you would like to send SMS<\/a>\u00a0messages from the product<\/a>, enter the number and activate it<\/li>\n<\/ol>\n<\/li>\n
    9. On the right side, you can edit the task types. By doing this, you can decide what kind of tasks<\/a>\u00a0should be done during the process.<\/li>\n
    10. Add custom senders<\/a>\u00a0that you would like to use in this product<\/a><\/li>\n
    11. If you are finished, click on the Save button in the top right-hand corner. (Here you always have to click on Save to save your changes)<\/strong><\/li>\n<\/ol>\n","protected":false},"excerpt":{"rendered":"

      Click on the\u00a0\u00a0icon in the top right-hand corner On the blue navigation bar, click on Products Find the product in the list that you would like to customize and click on it On the left side, you can edit the following: Product’s name Cards’\u00a0name Product’s position on the blue navigation bar You can decide whether […]<\/p>\n","protected":false},"author":5,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[391],"tags":[442,462,490],"class_list":["post-5640","post","type-post","status-publish","format-standard","hentry","category-more-customization","tag-firststeps-en","tag-module-en","tag-system-en"],"yoast_head":"\nHow to customize an existing product - Documenta\u021bie MiniCRM<\/title>\n<meta name=\"description\" content=\"Click on the\u00a0\u00a0icon in the top right-hand corner On the blue navigation bar, click on Products Find the product in the list that you would like to\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/helpdev.minicrm.io\/help\/how-to-customize-an-existing-module\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to customize an existing product - 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