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
Text	Single-line text	Name, Title
Textarea	Multi-line text	Description, Notes
Number	Integer	Quantity, Age
Decimal	Floating point	Rating (4.5)
Currency	Money with symbol	Amount ($1,250.00)
Date	Date picker	Due Date, Close Date
DateTime	Date + time	Meeting Start
Email	Validated email	Email Address
Phone	Phone number	+852 1234 5678
URL	Web link	Website
Select	Dropdown choices	Status, Priority
Boolean	Yes/No toggle	Active, Verified
Relation	Link to another entity	Company → Contact
Auto Number	Auto-incrementing	INV-0001
Formula	Computed field	Total = Qty × Price

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?

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.