# Object Builder

The Object Builder lets you create and manage custom objects to track anything your organization needs, such as invoices, orders, projects, or internal records—directly inside Alano.

You can customize fields using a drag-and-drop editor and link objects to existing CRM entities.

## How it works

Custom Objects.mp4

## Step 1: Go to Custom Objects

Select Settings

In Settings, select Custom Objects

Click Create Custom Object (or Create Your First Custom Object)

## Step 2: Set up basic object information

Fill in the required details for your custom object:

Object name – The display name of your object

Object key – A unique identifier used internally

Description – A short description of what this object is used for

Status – Turn Active on if the object is ready to use

CRM entity links – Choose which entities this object can link to (Customers, Contacts, Deals, Tasks, etc.)

Visibility – Decide whether the object is public or only visible within your organization

Display layout – Define how the object appears in the UI

## Step 3: Add custom fields

Use the drag-and-drop panel on the left to add custom fields

Choose from different field types depending on your needs

Reorder or remove fields at any time

## Step 4: Create the custom object

Review your configuration

Click Create Custom Object to save

Once created, your custom object can be used across the CRM and linked to relevant records to keep everything organized and connected.

Original Outline page: https://wiki.alano.ai/s/alano-user-guideline/doc/object-builder-4cSTlAgBNB

## Related guide pages

- [Alano User Guideline](https://alano.ai/docs/)
- [Customization](https://alano.ai/docs/customization-8ddSaxvPIY)
- [Welcome to Alano](https://alano.ai/docs/welcome-to-alano-1dTWipd7yW)
- [Features](https://alano.ai/docs/features-TcyTIG1kHe)
- [Contacts/Customers](https://alano.ai/docs/contactscustomers-LZZkPk05en)
- [Alatasks](https://alano.ai/docs/alatasks-rfB2f4M6Ho)
- [Deals](https://alano.ai/docs/deals-glGb1Ojq9n)
- [Custom Objects](https://alano.ai/docs/custom-objects-vKkregeoYs)
- [List Configuring and Data Viewing](https://alano.ai/docs/list-configuring-and-data-viewing-Utpdfn2aFp)
- [Field Level Access Right Control](https://alano.ai/docs/field-level-access-right-control-Efge8U2TNV)
- [Process Machines](https://alano.ai/docs/process-machines-zUvIc4gQy1)
- [Field-Level Access Control (Standard Objects)](https://alano.ai/docs/field-level-access-control-standard-objects-hxTz8b3rJI)
- [Custom Object Visibility Control](https://alano.ai/docs/custom-object-visibility-control-vZmmXo6dOG)
- [Custom Object Permission Control](https://alano.ai/docs/custom-object-permission-control-alWMzokUdV)
- [AI Enrichment For Custom Objects](https://alano.ai/docs/ai-enrichment-for-custom-objects-FFgGhN3hXR)
- [Alanotes](https://alano.ai/docs/alanotes-qFBrxuMSQa)
- [Resources](https://alano.ai/docs/resources-C4DgheeRju)
- [Intelligence](https://alano.ai/docs/intelligence-C27rBzbm0P)
- [Settings](https://alano.ai/docs/settings-WGYKnuS6lc)
- [Alano AI Chatbot](https://alano.ai/docs/alano-ai-chatbot-V1d6NJepW1)

Last generated: 2026-06-30