Custom Objects
Work with custom data objects and relationships.
13 articles
- Customize Contact Labels in the Email BuilderYou can rename the standard Contacts object (singular and plural) so your Email Builder and CRM display terminology that matches your business, such as Client, Lead, or Member.
- Guide to Managing Associations for Custom ObjectsAssociations let you link contacts and custom object records together using labeled relationships with configurable limits.
- Creating And Managing Custom Objects – Overview 101Custom objects allow you to create, structure, and manage specialized data that does not fit into standard Kyrios objects. Use custom objects to track unique records such as pets, properties,…
- Managing Custom Objects in Kyrios SystemsCustom objects allow you to manage data, relationships, and processes that go beyond standard Kyrios objects such as Contacts, Companies, and Opportunities. They provide flexibility while still integrating fully with…
- Association Limits Handling in Custom ObjectsAssociation Limits Handling lets you control how many relationships can exist between custom objects, enforcing clear limits per association label.
- List View for Custom ObjectsList View for Custom Objects provides a customizable, table-based view to sort, manage, and control which fields appear for your custom object records.
- Advanced Filters for Custom ObjectsAdvanced Filters let you refine Custom Object records using multiple field-based conditions with AND/OR logic for precise data views.
- Custom Object Case Study: Real EstateThis case study shows how real estate businesses use Custom Objects to manage property records, associate properties with contacts, and filter listings for faster client matching.
- Creating and Editing a Custom ObjectThis article explains how admins can create, edit, and delete Custom Objects, including defining object names, primary fields, icons, and understanding deletion impact.
- Associations for Custom ObjectsAssociations for Custom Objects allow you to define, label, and manage relationships between custom object records and contacts or between two custom objects.
- Getting Started with Custom ObjectsCustom Objects let admins model data and relationships that do not fit into standard CRM objects like Contacts or Opportunities.
- Custom Object Templates: Pre-Built CRM Setup in One ClickCustom Object Templates let you create pre-built CRM object structures for common industries without building every object, field, folder, and association from scratch.
- Notes on Custom ObjectsNotes on Custom Objects let teams add, view, search, and manage record-specific notes directly on custom object records in Kyrios.