Custom entities

Domains, maintenance contracts, equipment, site visits: under Settings → Custom entities you define record types of your own, without code.

Define a type

1. Click New entity type.
2. Enter the Singular name and Plural name, for example “Site visit” and “Site visits”.
3. Choose whether records are Standalone, or whether Each record belongs to a contact or to a project.
4. Add field for each field: text, number, money, date, checkbox, single or multiple choice, link, email, phone, a member, or a reference to another record or contact. Mark fields as required or filterable.
5. Switch on comments, attachments and, if you want, AI briefings for the type.
6. Create entity.

What you get

• The type appears in the navigation with its own list and detail pages, with validation.
• Records can be created from a public form, see Public forms.
• A document template can be bound to the type, see Document templates.
• Connected assistants and the API get the type’s tools automatically.

Custom fields on built-in records

Contacts, projects and tasks can carry extra fields of your own as well, defined the same way. Fields on quotes, invoices and members are not available yet.