Custom Objects User Guide
DocsCustom Objects — User Guide
A chapter-by-chapter user guide for Custom Objects, written for administrators and operations teams who extend Ambivo beyond standard CRM records with custom data models and settings.
Each chapter stands on its own. Use the order below for a first read; jump straight to a topic when you have a specific question.
Custom Objects & Settings
| Guide | What it covers |
|---|---|
| CRM-019 — Custom Objects and Settings | Create custom objects and fields, configure CRM settings, and tailor Ambivo to your workflow |
Reading Order Suggestions
If you are administrator — Read CRM-019. Define custom objects, fields, and CRM settings to match your workflow.
If you are operations team — Read CRM-019. Extend the data model beyond standard CRM records for your business processes.
Conventions Used in This Guide
- Bold names refer to UI elements (buttons, fields, screens).
- code-style refers to internal field names or values.
- Quoted values refer to user-facing labels.
- Each guide ends with Common Questions, Tips and Best Practices, and Related Guides.
Reporting Issues With This Guide
If something in the guide is wrong, outdated, or unclear, please report it on the GitHub repository's issue tracker, or send a note to your account manager. We move fast — corrections are welcome.