| title | Manage Business Data |
|---|---|
| description | Objects, 40+ field types, auto-computed fields, and relationships — every spreadsheet you run the business on, structured and governed |
Every kind of record your team tracks — accounts, contacts, leads, opportunities, orders, tickets — becomes an object: a structured, permission-controlled, connected table you can create and change at any time. Columns become fields, and adding or changing a field is a configuration change, not a development request.
| You want to record | Field types |
|---|---|
| Names, notes, long text | Text / textarea / rich text |
| Money, quantities, ratios | Currency amount / number / percent |
| Dates and times | Date / datetime / time |
| Choices | Single select (colored options) / multi-select / radio / checkbox group |
| Yes-or-no | Boolean toggle |
| People | Owner / user pickers |
| Links to other records | Lookup (opportunity → account) / master-detail (opportunity → line items) |
| Ratings and progress | Star rating / progress bar / slider |
| Contact details | Phone / email / URL |
| Places | Address / map location |
| Images and files | Image / attachment / avatar / audio / video |
| Signatures and codes | E-signature / QR code / barcode |
| Labels | Tags |
| Document numbers | Auto-number (e.g. SO-2026-0001) |
- Formula fields derive values automatically: expected revenue = amount × probability, days until close date. When inputs change, the value updates — nobody maintains it.
- Roll-up summaries total child rows onto the parent: an opportunity's product total is always the sum of its line items, recalculated the moment a line changes.
- One-to-many: an account has many contacts and opportunities; the account page shows them all as related lists.
- Master-detail: an opportunity owns its product line items — edited inline as a grid inside the opportunity form, saved in one step, and removed with their parent.
- Many-to-many: contacts participate in many campaigns; campaigns have many members.
- Hierarchies: product category trees, org structures, parent-subsidiary account chains.
Uniqueness, required-ness, searchability, and history tracking are per-field switches. Records support soft delete (a recycle bin, not permanent loss), cloning, and full change history when tracking is on.
In HotCRM: 15 business objects model the full sales-and-service domain — lead, account, contact, opportunity (+ line items), quote (+ line items), product, contract, case, knowledge article, campaign (+ members), task, and forecast. Open any of them in Studio to see these field types in real use.
For developers: the same ground with full technical depth in Data Modeling.