> ## Documentation Index
> Fetch the complete documentation index at: https://help.hoopai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Objects

> Create custom objects to extend the HoopAI CRM data model beyond contacts and opportunities — and manage associations between objects.

Objects enable you to organize, filter, and visualize information according to your operational needs, greatly enhancing data management. The Objects section lets you access and manage all Standard Objects (Contacts, Opportunities) and Custom Objects you create.

Navigate to **Settings > Objects** to get started.

<Frame caption="Objects overview">
  <img src="https://mintcdn.com/hoopai-84ec0cdc/dif11QvMekN9AcKH/images/settings-objects.png?fit=max&auto=format&n=dif11QvMekN9AcKH&q=85&s=a4ebd116739ae716fa2487b61d7d30b1" alt="Objects" width="1596" height="776" data-path="images/settings-objects.png" />
</Frame>

## Standard objects

Standard objects are the built-in data models in your account:

* **Contacts** — individual people or organizations you track
* **Opportunities** — potential deals or sales in your pipelines
* **Companies** — business entities associated with contacts

You can rename standard objects to match your industry terminology — for example, renaming "Contacts" to "Patients" or "Clients".

### Renaming standard objects

1. Go to **Settings > Objects**.
2. Click on the standard object you want to rename.
3. Click **Rename** and enter the new display name.
4. Save — the new name appears throughout your account.

***

## Custom objects

Custom Objects offer a versatile solution for managing data structures beyond standard contact or opportunity records. This feature empowers you to organize, filter, and visualize data in alignment with your specific operational requirements.

**Common use cases:**

* Properties (for real estate businesses)
* Vehicles (for auto dealerships)
* Projects (for teams or service businesses)
* Equipment (for maintenance businesses)
* Locations (for multi-location businesses)

### Creating a custom object

<Steps>
  <Step title="Navigate to Objects">
    Go to **Settings > Objects** and click **Create Object**.
  </Step>

  <Step title="Name your object">
    Enter a singular and plural name for the object (e.g., "Property" / "Properties").
  </Step>

  <Step title="Add fields">
    Add the custom fields your object needs. Choose from text, number, date, dropdown, and other field types.
  </Step>

  <Step title="Configure associations">
    Set up associations to link your custom object to contacts, opportunities, or other objects.
  </Step>

  <Step title="Save and publish">
    Save your object configuration. It will appear in your account navigation and can be associated with contact records.
  </Step>
</Steps>

<Frame caption="Creating a custom object — define fields, associations, and data structure for your business model">
  <img src="https://mintcdn.com/hoopai-84ec0cdc/fpcCfUClUku7SftL/images/settings-custom-fields-add.png?fit=max&auto=format&n=fpcCfUClUku7SftL&q=85&s=195d1e2b72acef357aa003edc3b81e73" alt="Custom object creation" width="1607" height="623" data-path="images/settings-custom-fields-add.png" />
</Frame>

***

## Object associations

Associations create relationships between different record types. For example, you can associate a custom "Property" object with a contact record to track which properties a client is interested in.

<AccordionGroup>
  <Accordion title="Contact-to-contact association">
    Link contacts to each other to represent relationships such as spouse/partner, employer/employee, or referrer/referred.

    1. Go to **Settings > Objects**.
    2. Select **Contacts**.
    3. Click **Associations** and enable **Contact-to-Contact**.
    4. Define the relationship type labels.
  </Accordion>

  <Accordion title="Custom object to opportunity association">
    Associate a custom object with opportunities to link deals to specific records in your custom data model.

    1. Go to **Settings > Objects**.
    2. Open your custom object.
    3. Click **Associations** and add an association to **Opportunities**.
    4. Configure the association type and labels.
  </Accordion>
</AccordionGroup>

***

## Company settings

The **Company** object is a special standard object that allows you to group multiple contacts under a single business entity. Configure company settings in **Settings > Objects > Company**.

Key features:

* Associate multiple contacts with a single company record
* Track company-level fields (industry, size, website)
* View all contacts from a company on the company record page

<Frame caption="Object associations — link contacts, opportunities, and custom objects to build your complete data model">
  <img src="https://mintcdn.com/hoopai-84ec0cdc/fpcCfUClUku7SftL/images/settings-custom-fields-all.png?fit=max&auto=format&n=fpcCfUClUku7SftL&q=85&s=78f307742129d46a81b0600a3a8260cc" alt="Object associations" width="1591" height="741" data-path="images/settings-custom-fields-all.png" />
</Frame>

***

## Smart lists for custom objects

Create smart lists filtered by custom object field values to build targeted views of your data.

1. Navigate to your custom object's list view.
2. Click **Create Smart List**.
3. Add filter conditions based on the object's fields.
4. Save the smart list for quick access.

***

## Audit logs for custom objects

Each custom object has its own audit trail showing changes made to records within that object. Access it by opening the custom object in **Settings > Objects** and clicking **Audit Logs**.

***

## Related articles

* [Custom fields](/settings/custom-fields)
* [Contacts overview](/contacts/overview)
* [Opportunities overview](/opportunities/overview)
* [Audit logs](/settings/audit-logs)