|
| 1 | +--- |
| 2 | +title: Manage Business Data |
| 3 | +description: Objects, 40+ field types, auto-computed fields, and relationships — every spreadsheet you run the business on, structured and governed |
| 4 | +--- |
| 5 | + |
| 6 | + |
| 7 | +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. |
| 8 | + |
| 9 | +## Field types for everything you record |
| 10 | + |
| 11 | +| You want to record | Field types | |
| 12 | +|---|---| |
| 13 | +| Names, notes, long text | Text / textarea / rich text | |
| 14 | +| Money, quantities, ratios | Currency amount / number / percent | |
| 15 | +| Dates and times | Date / datetime / time | |
| 16 | +| Choices | Single select (colored options) / multi-select / radio / checkbox group | |
| 17 | +| Yes-or-no | Boolean toggle | |
| 18 | +| People | Owner / user pickers | |
| 19 | +| Links to other records | Lookup (opportunity → account) / master-detail (opportunity → line items) | |
| 20 | +| Ratings and progress | Star rating / progress bar / slider | |
| 21 | +| Contact details | Phone / email / URL | |
| 22 | +| Places | Address / map location | |
| 23 | +| Images and files | Image / attachment / avatar / audio / video | |
| 24 | +| Signatures and codes | E-signature / QR code / barcode | |
| 25 | +| Labels | Tags | |
| 26 | +| Document numbers | Auto-number (e.g. `SO-2026-0001`) | |
| 27 | + |
| 28 | +## Fields that compute themselves |
| 29 | + |
| 30 | +- **Formula fields** derive values automatically: *expected revenue = amount × probability*, *days until close date*. When inputs change, the value updates — nobody maintains it. |
| 31 | +- **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. |
| 32 | + |
| 33 | +## Records that connect |
| 34 | + |
| 35 | +- **One-to-many**: an account has many contacts and opportunities; the account page shows them all as related lists. |
| 36 | +- **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. |
| 37 | +- **Many-to-many**: contacts participate in many campaigns; campaigns have many members. |
| 38 | +- **Hierarchies**: product category trees, org structures, parent-subsidiary account chains. |
| 39 | + |
| 40 | +## Quality built into the data itself |
| 41 | + |
| 42 | +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. |
| 43 | + |
| 44 | +> **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. |
| 45 | +
|
| 46 | +**For developers**: the same ground with full technical depth in [Data Modeling](/docs/data-modeling). |
0 commit comments