Custom objects

Custom objects let you create your own record types for things your business tracks that are not contacts or opportunities, such as properties, vehicles, pets or service contracts. Each object has its own fields and records, and its records can be linked to other records. Where custom-object creation is enabled, you can create up to 10 custom objects per location, with up to 300,000 records per object.

To create one, go to Settings, then Objects, and click Add Custom Object. Enter the singular and plural names, label the primary display field, and choose an icon and description. You can also choose Use a template to start from a ready-made structure for industries such as real estate, insurance, automotive, events, pets and home services, with objects, fields and associations already set up. You can rename the primary display field after the object is created, but you cannot change its field type or internal name, and only location admins can create or edit objects.

To add a record, open the object from the left menu and click Add. Only the primary field is required, so you can fill in other fields later. Use the Related Objects section to link a record to contacts or to other objects. An association can use a single label, such as Owner, or a pair of labels, such as Buyer and Seller, and you can give the same records more than one label.

Custom objects work with:

• Workflow triggers and actions when records are created, updated or deleted
• Forms, surveys and quizzes
• Smart lists, advanced filters and dashboards
• Tasks, the API and webhooks

They are not supported in email campaigns, bulk email or SMS, the Conversations inbox, calendars or payments. Deleting an object is permanent and removes its records, associations, workflows and fields.

More flexible custom object fields and records

Rename a custom object's primary display field without changing its internal name, and copy object and primary-field internal names when you need them. Open uploaded documents straight from the record list view, and see the chosen Company object name in custom-field settings.

Clearer association labels on records

Association label pickers now show each label's paired label, so the relationship is clearer. Eligible admins can start creating a missing label right from the record picker. Label limits and association permissions still apply.