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Lesson 2 of 10 · ~5 minutes · Prerequisite: Lesson 1 — Workspace

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What you’ll learn

  • The difference between object and record
  • What objects ship out of the box in Arya
  • When to create a custom object

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Object vs record

An object is a type of entity — like a table in a database. A record is a single instance of that object — like a row of that table. Example: the Deal object represents the concept “sales opportunity”. The record Acme Corp 2026 contract renewal is a specific deal you’re working.
Diagram showing the Deal object as a container and individual deals as records

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Standard objects

Arya includes these objects out of the box:
ObjectRepresentsModule
DealSales opportunityCRM
CompanyCustomer / supplier companyCRM
ContactIndividual personCRM
TaskTo-doTasks
ProjectEngagement / projectProjects
QuoteQuote / offerQuotes
InvoiceInvoiceFinance
EmployeeStaff memberHR
Product / ServicePrice list itemProducts
Each has standard attributes and features (views, filters, AI, automations).

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Create your first record

1

Open CRM

Click CRM → Companies in the sidebar.
2

Create a company

Click + New company. Enter name, website, VAT number. Arya auto-enriches with public data (industry, size, city).
Company creation dialog
3

Add a linked contact

From the company page click + New contact in the Contacts section. Name, email, role. The contact is automatically linked to the company.
4

Create a deal

From the contact, click + New deal. Arya prefills the company and primary contact. Set expected value and close date.

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Relationships between records

Your data is not isolated. When you open the deal you just created you see:
  • The linked company
  • The associated contacts
  • All emails, calls, tasks, quotes you’ll add
  • The automatic activity timeline
Relationships are bidirectional: from the company you see all its deals, contacts, invoices, projects.

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Custom objects

If your business has entities not covered by standard objects (e.g. Supplier, Policy, Machine, Legal case), create custom objects in Settings → Custom objects. They get the same features as standard objects.
Don’t create a custom object on a whim if a standard object fits. A Supplier is often just a Company with a Type field set to Supplier.

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Verify

You can distinguish an object from a record
You created a company, contact and deal linked to each other
You know where to create custom objects

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Next lesson

Lesson 3 — Attributes and custom fields

Add the fields your business needs, on any object.