Build records for assets, installations, contracts or other information you manage. Choose the fields, relationships, layout and staff access for each published object.
Administrators create a draft with clear singular and plural names, a stable object key and a menu icon. Adopt available fields or create new typed fields, then define required values and relationships appropriate to the object.
Configure sections, field order and required settings. Company branding, logo and colour choices are also configurable. Familiar workspace presets and selectable menu items help staff find their way without displaying every module.
Publishing makes the object available for role configuration, menu navigation and supported reporting. Staff need explicit permission grants, and field visibility is separate from field security. Archiving preserves existing records.
Create the draft and decide which records it should connect to.
Set types, sections, requirements and relationship fields.
Choose permitted roles and make the object available to the team.
Published objects can appear alongside the standard customer record types, subject to role access and menu preferences.
Published custom objects and permitted fields are available in supported report and dashboard builders.
Layout visibility and access permissions are separate. Configure role and field permissions when information must be restricted.
Screenshots, practical examples and setup details for the tools in your subscription.
Bring assigned tasks, customer follow-ups, events and board work into My Day. Use quick actions, live search suggestions and record previews in OneCRM+.
View the featureBuild CRM reports with filters, summaries and charts. Create dashboards, pin three reports above records and use guided report templates in OneCRM+.
View the featureBuild CRM workflows with a drag and drop canvas, decisions, email actions, tasks, related records and timezone-aware schedules in OneCRM+.
View the featureOrganise work in editable boards with status fields, people assignments, due dates, linked records, files and configurable workflow automation.
View the featureBuild public customer forms with typed fields, conditional questions, file uploads, staff submission permissions and supported CRM record actions.
View the featureCreate custom CRM objects, adopt fields, add relationships, configure layouts and grant role permissions. Use published objects in reports and dashboards.
View the featureConnect products, purchasing, stock movements, backorders, returns and manufacturing orders with customer records in the OneCRM+ business suite.
View the feature$50 AUD per user, per month, excluding GST. Every feature included.
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