Custom Objects offers a versatile solution for businesses managing intricate data structures beyond standard contact or opportunity records. This feature empowers users to organize, filter, and visualize data in alignment with their specific operational requirements, significantly improving data management and allowing for a more tailored and efficient approach to handling complex information.

Creating an Object #

Head to the Objects tab in your account settings, then click the Add Custom Object button to begin.

Enter the singular and plural names for your custom object in the designated fields.

Optionally, set an internal name for your object by clicking the icon next to the Plural Object Name field. Once this name has been saved, it cannot be renamed.

Next, enter the property name in the Primary Display Field Name field and add an internal name if required.

If this field shouldn’t receive duplicate entries, such as a serial number or a part number, check the box next to Mark Primary Field as Unique. When creating or importing records, duplicate entries in unique fields will trigger validation errors or warnings.

Select an icon to represent your object, utilizing the search bar to locate a specific icon suited to your preferences.

Finally, enter a description of the object in the Description field. Then, choose whether to save the object without adding custom fields or to create custom fields along with the object.

Whether you’re managing intricate customer data or specialized business processes, Custom Objects offers the customization necessary to meet your unique needs, ensuring a more organized and effective approach to data management.

Note: The Single Line Text field is currently the only available choice in the Field Type dropdown menu, but additional field types will be introduced in future updates.

Frequently Asked Questions #

Where do I create a new custom object? #

Head to the Objects tab in your account settings and click the Add Custom Object button to start creating a new object.

Can I rename the internal name of an object later? #

No. Once the internal name has been saved, it cannot be renamed, so choose it carefully before saving.

What does marking the primary field as unique do? #

It prevents duplicate entries in that field, such as a serial number or part number. Duplicate values will trigger validation errors or warnings when records are created or imported.

What field types are available when creating an object? #

Currently, Single Line Text is the only available choice in the Field Type dropdown menu, though additional field types are planned for future updates.

Do I have to add custom fields when I create an object? #

No. You can choose to save the object without adding custom fields, or create custom fields at the same time as the object.

What is the Primary Display Field Name used for? #

It is the main property that represents each record of your object, helping you identify and display records throughout the CRM.