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Custom objects are record types created by workspace Admins to model entities specific to your business (e.g. Legal case, Asset, Policy). For configuring see Custom objects settings; this page is for daily use.

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Where to find them

Sidebar with standard and custom objects
Custom objects appear in sidebar like any standard object, with Admin-chosen icon and name.

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How to use them

Work exactly like standard objects (CRM, Tasks, etc.):

Create record

+ New, fill defined fields.

Lists

Static and dynamic with filters.

Views

Table, Kanban (if has status), calendar.

Timeline

Activity, comments, attachments per record.

Relationships

Link to company, contacts, deals, other customs.

Automations

Triggers and actions on these records.

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Practical examples

Fields: case number, type (civil/criminal/administrative), party, opposing party, judge, hearing date, status (in investigation/in court/decided), fee. Relationships: Customer (Company), Responsible lawyer (Employee).
Fields: address, type, sqm, rooms, asking price, status (available/reserved/sold), photos, floor plan. Relationships: Owner (Contact), Agent (Employee), Visits (sub-object).
Fields: serial number, brand, model, installation date, next maintenance, status (operational/in maintenance/out of service). Relationships: Customer (Company), Interventions (sub-object).
Fields: policy number, type (auto/life/damage), annual premium, expiry date, auto-renewal, beneficiaries. Relationships: Holder (Contact), Claims (sub-object).
Fields: personal data, conditions, allergies, treating physician, last visit date. Relationships: Doctor (Employee), Visits (sub-object), Prescriptions (sub-object). Privacy: restricted access, full audit log.

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Workflows and automations

Like standard objects, customs trigger workflows:
  • “When a Case moves to ‘In Court’ → notify lawyer + create preparation task”
  • “When a Property is Sold → generate agent commission invoice”
  • “Every day → find Machinery with next maintenance < 30 days → notify technician”
  • “When a Policy is expiring < 60 days → email customer for renewal”

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Contextual AI

AryaChat sees custom objects and can respond:
  • “How many civil cases do I have open?”
  • “Show properties available above 300k”
  • “Which policies expire this quarter?”
  • “Summarise maintenance done on this machinery”

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Reports and dashboards

Custom objects are available in chart builder, as any standard object. You can build specific dashboards:
  • Cases by status
  • Properties by area and average price
  • Scheduled maintenance
  • Policy revenue by type

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Permissions

As for standard objects, Admin manages custom permissions:
  • Who can see records
  • Who can create/edit them
  • Sensitive fields hidden from certain roles
Check with Admin if expected objects are missing.

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Import / export

  • Import: from CSV/Excel. Admin can load initial data.
  • Export: you can always export, respects permissions.

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Frequently asked questions

Yes. Explain use case and admin can evaluate. Avoid unnecessary customs — often standard object + attributes suffices.
No, designed for identical performance to standards.
Alert to all users. Existing data is auto-exported. Irreversible once deleted.