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Objects

Objects represent entities in the CRM system, such as Contacts, Companies, or Custom Objects. Objects serve as the foundation for organising and managing data.

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Custom objects

Unlike Standard Objects, Custom Objects allow you to define and structure your own data models. Custom Objects offer flexibility by enabling you to specify:
  • Name of the object
  • Fields and field types (e.g., single line text, number, date picker)
  • Searchable properties — fields that can be indexed for searching
  • Primary display property — the main identifier used when displaying a record
Custom Objects are fully configurable today. Support for additional configuration on Standard Objects (Contacts, Companies) will be expanded in future updates.

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Records

Records are instances of an object. Each record contains specific data according to the schema defined in its parent object.

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Example: real estate CRM

Scenario: A real estate CRM needs to manage properties as a Custom Object and link them to potential buyers (Contacts). Step 1 — Define a Custom Object: Property Listings
  • Fields: Property Name, Address, Price, Property Type, Bedrooms, Bathrooms, Listing Status
  • Searchable Properties: Property Name, Address
  • Primary Display Property: Property Name
Step 2 — Create records (instances of Property Listings)
  • Luxury Villa - 123 Street (Price: $2,000,000)
  • Modern Apartment - Downtown (Price: $750,000)
Step 3 — Associate records with contacts
  • Contact John Doe linked to Luxury Villa - 123 Street as an Interested Buyer
  • Contact Sarah Smith linked to Modern Apartment - Downtown as a Potential Tenant
Last modified on March 7, 2026