Custom Entities

HARi CRM is metadata-driven. You can create custom entity types to match your exact business model.

What is an entity?

An entity is a type of data in your CRM. HARi comes with these built-in (via solutions):

• Contact — people you interact with
• Company — organizations
• Lead — potential customers
• Opportunity — deals in your pipeline
• Task — things to do
• Invoice — billing documents

Creating a custom entity

Go to Settings > Schema and click + New Entity.

1. Enter a name (e.g., “Property”, “Case”, “Vehicle”)
2. Choose an icon and color
3. Add fields (text, number, date, select, relation, currency, etc.)
4. Configure which fields appear in list view, detail view, and create form
5. Save — the entity is immediately available to all users

No deployment. No code. No restart.

Field types

Type	Description	Example
Short text	Single-line text	Name, Title
Long text	Multi-line text	Description, Notes
Rich text	Formatted multi-line text	Body, Article
Integer	Whole numbers	Quantity, Age
Decimal number	Floating point	Weight (4.5)
Money (currency)	Money with currency code	Amount ($1,250.00)
Percentage	Percentage value	Discount, Margin
Rating	1–5 star rating	Satisfaction
Date	Date picker	Due Date, Close Date
Date + time	Date with time	Meeting Start
Time of day	Clock time	Opening Hour
Email address	Validated email	Email Address
Phone number	Phone number	+852 1234 5678
URL	Web link	Website
Single choice	Dropdown choices	Status, Priority
Multi-select	Multiple choices	Tags, Skills
Yes / No	Boolean toggle	Active, Verified
Linked record	Link to another entity	Company → Contact
File / Image	Single attachment	Logo, Avatar
File list / Image list	Multiple attachments	Documents, Gallery
Auto number	Auto-incrementing	INV-0001
Formula	Read-only value computed from other fields — see Formula functions	Full name, Days until renewal
Colour	Hex colour picker	Brand Colour
Secret	Encrypted at rest	API Key

Display name

The display name is how records appear in dropdowns, links, search results, and relationship columns. By default, it uses the first text field you create.

To customize it:

1. In Settings > Schema, click on your entity
2. Under Display name, choose a single field — or click Composite to combine multiple fields
3. For example, for Contacts you might combine First Name + Last Name + Company so lookups show “Sarah Chen — Acme Ltd” instead of just “Sarah”
4. Click Apply composite, then Save

Learn more: What is a Display Field?

Record thumbnail

If your entity has an image or file field — a contact photo, a company logo, a product shot — you can have HARi show that image as a thumbnail at the top of each record. It gives the record page an immediate visual identity instead of opening to a wall of text.

1. In Settings > Schema, click on your entity
2. Next to Display name, open the Record thumbnail selector
3. Choose any image or file field on the entity (for example, Photo on Contact or Logo on Company), or leave it set to None
4. Click Save

The chosen field’s image now appears as the record header thumbnail. The field stays fully editable in the form, so uploading or replacing the image from the record updates the thumbnail too. Records without an image for that field simply show no thumbnail — nothing breaks.

Relations

Link entities together:

• Company → Contacts (one-to-many)
• Contact → Opportunities (one-to-many)
• Invoice → Line Items (one-to-many with subgrid)

Relations are defined in Settings > Relations and automatically create tabs on record pages.

What can I do on a record tab?

A relation such as a contact’s opportunities is a tab on the record. The tab is a table of the related lines. The name is a link to the full record. Open record, the icon at the start of the line, opens that same record. Add line is at the bottom of the tab.

Click a line to edit it. Clicking another field on that same line does not wipe what you typed. Save keeps the change. Reload the record and the value is still there. Open record stays on the line while you are editing. Click it from the saved line and you land on the full record.

Salesforce’s State of Sales roundup puts it this way: “Reps spend 70% of their time on nonselling tasks” (Salesforce, 50 Sales Statistics, a survey of 5,500 sales professionals). Changing the probability on the line, instead of opening the deal for one field, is the short path.

To add a task without opening the contact, use Tasks on the contact list. That panel is described in How do I add a task from a list?. Column order on the list itself is How do I change the order of columns?. A task or an activity that has a quick form can also open from the Timeline — see Quick create.