Custom Objects
If your business needs to manage relationships or processes that go beyond the standard CRM objects, you can create custom objects. After defining a custom object, you can create custom fields and configure associations between the custom object and other CRM objects.
When Should You Consider Using Custom Objects?
Your business has unique relationships or processes: If your data doesn’t fit neatly into existing objects like Contacts, Companies, or Opportunities, custom objects allow you to define your own object to suit your specific needs.
You need to track data beyond standard CRM objects: For instance, you might want to manage event registrations, properties, inventory, or any other specialized information that requires a structured CRM approach.
You want to extend CRM functionality: Custom objects can be linked with standard CRM objects, giving you the flexibility to build more complex relationships and workflows within your CRM system.
Examples of When to Use Custom Objects
Use Case 1 – Real Estate (Homes): A property management business could create a custom object for "Homes" to store and track specific property data, such as location, size, availability status, and maintenance records. This information can be associated with other objects like Contacts (tenants, buyers) and Opportunities (property sales or rental agreements).
Use Case 2 – Pets & Veterinary Care: A veterinary clinic could use a custom object for "Pets" to record each animal’s medical history, linked to the owner’s contact information. This helps to manage appointments, treatments, and vaccination schedules, all in one system.
Car Dealership: A Car Dealership could use a custom object for "cars" to record each car's details & history, linked to the owner’s contact information. This information can be associated with other objects like Contacts (seller, buyers)