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Understanding Custom Objects in Reevo

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What Custom Objects Are Used For

Custom Objects help your team:

• Model data that doesn’t fit standard CRM records (e.g., “Partner Programs,” “Service Contracts,” “Projects,” “SKUs”)
• Associate specialized data with Accounts, Contacts, and Opportunities
• Track structured workflows unique to your business
• Create reporting, automation, and visibility across GTM + Ops teams
• Standardize information that would otherwise live in spreadsheets or notes

Custom Objects give you the flexibility of a modern database, inside your CRM, so your system reflects your real-world business model.

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Watch: Working With Custom Objects

This short video walks you through creating, customizing, and linking Custom Objects in Reevo.

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Step-by-Step Guide

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1. Creating a Custom Object

• Go to Settings → Custom Objects
• Click New Custom Object
• Enter a Name and choose an Icon
• Click Add Field to define custom attributes
• Choose the appropriate Field Type and fill in details
• (Optional) Pin important fields for quick visibility
• Click Save

Once saved, your new custom object appears in the left-hand navigation alongside standard CRM objects.

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2. Creating and Managing Records

You can add records manually or import them in bulk via CSV. To create a record:

• Open your custom object from the main menu
• Click Create (or the + button)
• Complete the required fields
• Click Save

To manage records:

• Use filters and sorting in list view
• Click any record to edit fields or update relationships

For more details on importing via CSV, see our Knowledge Base article “Import via CSV.”

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3. Setting Up Relationships

Relationships define how your custom object connects to other objects in Reevo, such as Accounts, Contacts, or Opportunities. There are two main types:

Quick mental model: Outbound → “this record links to that record” Inbound → “that record links to this record”

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4. Example: Inbound (Contact → Pets)

In this example, each Contact can have multiple Pets — a one-to-many inbound relationship because each Pet belongs to a single Contact. To create this:

• Open the Contacts object
• Go to the Relationships tab
• Click + Add Relationship
• Select Pets as the related object
• Define the relationship as One-to-Many
• Under Forward Name, enter how the field should appear on the Contact record
• Under Inverse Name, enter how the Contact will appear on each Pet record
• Click Save

Reevo automatically creates the inverse link (Pet → Contact).

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5. Associating Records (Inbound Example)

After both objects exist:

• Open a Contact record
• Click Custom Associations
• Use the dropdown to search for and select Pet records to associate
• Linked Pets will now appear in the Contact’s associated list

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6. Example: Outbound (Projects → Accounts)

Now, let’s look at the outbound direction — where one Project can be associated with multiple Accounts. This is also a one-to-many relationship, but it’s created from the custom object’s side. To create this:

• Open the Projects object
• Go to the Relationships tab
• Click + Add Relationship
• Select Accounts as the related object
• Define the relationship as One-to-Many
• Name both sides clearly (e.g., Project → Accounts and Account → Projects)
• Click Save

To associate records:

• Open a Project record
• Click Associations
• Use the dropdown to search for and select the Accounts you want to link

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Troubleshooting / FAQs