Card Designer: Customize the Dolibarr Interface for an Optimal Experience

In an ERP & CRM environment like Dolibarr, organization and clarity of information are essential for smooth and efficient management. Card Designer is an innovative module that allows advanced customization of views and cards, tailored to the specific needs of each user.

Whether you are an entrepreneur, a project manager, or a Dolibarr administrator, this module offers unparalleled flexibility to configure your interface and optimize your productivity.

1. Why Use Card Designer in Dolibarr?

Dolibarr provides a modular architecture that allows adding and organizing data according to business needs. However, the standard interface does not always display only the essential information, which can make navigation more complex.

Card Designer addresses this issue by enabling advanced customization of cards and views, ensuring a more fluid and intuitive management experience. With its simple interface and quick editing mode, this module allows users to tailor the display to match their company's priorities.

2. Key Features of Card Designer

Intuitive Editing Mode

The editing mode is activated with a single click using an eye-shaped icon located at the top right of customizable pages. Once enabled, users can instantly modify the appearance of cards according to their preferences.

Advanced Customization of Additional Fields (Extrafields)

The module provides full control over the display of extrafields for improved readability and optimized ergonomics:

• Hide unnecessary fields to declutter the display and simplify the reading of essential information.
• Highlight important fields in bold for quick identification of key data.
• Modify field values directly without navigating through Dolibarr's advanced settings.
• Add tooltips to better explain the meaning of certain fields and improve data comprehension.

Centralized View Management

Card Designer allows users to adapt the display of cards based on the type of entity, whether it's customers, invoices, orders, or other CRM elements. This centralized management simplifies organization and ensures a coherent and optimized view of information.

3. Benefits of Card Designer

Enhanced User Experience

The interface becomes clearer and more ergonomic, allowing teams to focus on essential tasks.

Ease of Use

No technical skills are required to customize the display. Changes are made in just a few clicks, making the tool accessible to all users.

Increased Productivity

By removing unnecessary information and highlighting key data, Card Designer improves readability and facilitates faster daily task management.

Tailored Adaptation

Each business has specific display needs. This module provides total flexibility to create views that align with individual user expectations.

4. How to Integrate Card Designer into Your Dolibarr?

Installing the module is quick and easy. Simply add it to your Dolibarr instance via the module manager and activate the desired features. Once installed, the interface becomes instantly customizable thanks to the integrated editing mode.

Conclusion

Card Designer is an essential solution for Dolibarr users looking to optimize their interface and boost productivity. With advanced features and ease of use, this module enables a smoother and more intuitive management of cards and extrafields. By adopting it, your company will benefit from an ergonomic, well-organized, and fully customized interface.