We often mention that FreeAgent CRM is a completely customizable tool, and Custom Objects are the one feature that really showcases just how customizable it really is!
We call them Custom Objects, but you might know them as 'Tabs'. You can change the names of your tabs to better fit your process, but you can also disable those that you don't need, and better yet, you can create new ones!
Create a Custom Object
To create one click on your profile picture and then on 'Settings' (1). On the left-hand side menu, click on 'Tabs' (2).
Here you will see all the existing tabs and the options to create a new one, edit the existing ones, change the 'Card configuration', and 'activate' and 'deactivate' them. To create one, click the 'Add New Tab' button on the top right corner.
You just need to give your new tab a name and also include the singular version of the given name. Once you are done, click the 'Save' button. Please keep in mind that currently tabs can't be deleted, just deactivated, so make sure you just add the tabs you need.
Once you save, your new Tab will be active and visible right next to the other tabs.
Now comes the interesting part, as you need to add the fields that are relevant for your newly created 'Tab'. Since our example is for the Products tab, we will add fields that could be used to add products to the system, but you should create the fields that suit your process.
To learn more about Custom Fields, please visit the following tutorial:
Click on 'Fields' on the left-hand side menu and then just click the 'Add Custom Field' button.
You can learn more about creating Custom fields in the following tutorial:
One thing that it is important to mention is that you will need to create at least one Custom Field of type 'Text' in order to set it as 'Primary'. To do so, select the Custom field of type 'text', and click the 'Set as Primary' button.
The field you select as Primary will be the one you will be able to click on to get to the details page of that element.
Well done! You have successfully created a new Tab, which means you are one step closer of fully customizing FreeAgent CRM to fit your process.