How to create a custom object

Step by step

Create the object

1. In the left menu, open Settings and click Objects.
2. Click Add Custom Object.
3. Enter the singular name (e.g. "Pet") and the plural name (e.g. "Pets").
4. Review the automatically generated internal name. If you want to change it, click the </> icon next to it before saving: once created, it can't be changed.
5. Label the primary field (e.g. "Pet name" or "Chip number"). This is the field that identifies each record and shows in every list. It can't be changed later either.
6. If the primary field must never repeat (a license plate, a policy number), check Mark Primary Field as Unique.
7. Choose an icon and write a short description so your team understands what the object is for.
8. Click Create Custom Object.

Edit the object

1. In the Objects list, click the object to open its details.
2. Change what you need (name, icon, description) and save.
3. The object's tabs let you manage its fields and its associations with other record types.

Delete an object (irreversible)

1. In the Objects list, click the three dots next to the object's name.
2. Choose Delete.
3. Type DELETE to confirm.