Custom Objects

Why use this

Open Custom Objects when the built-in record types do not fit and you need to model your own.

Benefits:

• Model records that do not fit the built-ins
• Extend your CRM without leaving Looper
• Wire custom objects into workflows and views
• Avoid hacking custom data into note fields

What this is

Custom Objects let you define record types beyond the built-in leads, companies, and deals. Define fields, list, filter, and report on them like any first-class object.

Who can access it

Owner, admin, member, viewer, agency, founder.

What it does

• Define schemas (field name, type, required, default).
• Spin up records under each schema.
• List, filter, search.
• Reference custom records from workflows.

How to use it

1. Open /custom-objects.
2. Click New schema.
3. Add fields. Save.
4. Create records under the schema.

Rules and limits

• One schema per record type. Migrations are manual; do not break existing data.