CustomView Pro: Customize the Display of Your Records and Cards in Dolibarr

In an ERP & CRM environment like Dolibarr, ergonomics and information clarity are essential for optimizing data management. CustomView Pro is an indispensable tool that enhances the user experience by allowing advanced customization of views, records, and cards.

With this module, you can adjust the appearance of additional fields, highlight important information, and structure your data more efficiently.

1. Why Use CustomView Pro in Dolibarr?

Dolibarr provides a standard interface that displays all available fields for each entity (customers, suppliers, prospects, invoices, orders, etc.). However, some information may be unnecessary or require emphasis to facilitate readability and decision-making.

CustomView Pro addresses this need by offering a flexible and intuitive interface, allowing each user to customize the display according to their business requirements.

2. Key Features of CustomView Pro

Field Customization

With CustomView Pro, you can:

• Hide unnecessary fields for a cleaner display and better readability.
• Modify additional fields to adjust their presentation and content.
• Highlight important information in bold for quick identification.

Visual Enhancement of Data

One of CustomView Pro’s key strengths is the ability to structure the display of records and cards by emphasizing essential elements. By using bold text and reorganizing fields, users gain better readability and efficiency.

Flexible and Centralized Configuration

The module offers adaptable management based on the type of entity, including:

• Customers
• Suppliers
• Prospects
• Invoices
• Orders
• Products and services

This customization saves time by displaying only relevant information for each type of record.

Enhanced User Experience

The interface is designed to be more intuitive and suited to business needs. Users can easily find the information they need without being overwhelmed by unnecessary fields.

Simplified Administration

All customization settings are accessible from the Dolibarr administration menu. Changes can be made quickly and without any technical expertise.

3. Benefits of CustomView Pro

Improved Data Readability

By decluttering the display and highlighting essential information, this module facilitates consultation and enhances data comprehension.

Increased Productivity

With a clearer and more structured interface, users spend less time searching for information, improving overall team efficiency.

Tailor-Made Display

Each business has specific needs for data organization. With CustomView Pro, users can customize the display of records and cards to match their industry-specific requirements.

Smoother Navigation

Optimizing the layout of records and cards makes it easier for users to navigate Dolibarr and access data in a more intuitive way.

4. How to Install and Configure CustomView Pro?

Installing CustomView Pro is fast and easy:

1. Add the module via the Dolibarr module manager.
2. Activate customization options from the administration menu.
3. Configure views based on company needs (modification, deletion, or emphasis of fields).
4. Save and apply settings for immediate use.

Once installed, the module is immediately operational, allowing users to experience an improved interface without disrupting their workflow.

5. Conclusion

CustomView Pro is an essential solution for businesses using Dolibarr and looking to optimize the display of records and cards. Thanks to its flexibility and ease of use, it allows more efficient data structuring and enhances team productivity.

By offering a clearer, more readable, and better-organized interface, this module contributes to an improved user experience and more intuitive data management within Dolibarr.

Whether you are a small business, SME, or large company, CustomView Pro helps you adapt Dolibarr to your business needs and significantly improve your daily organization.