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


Step 1: Go to Custom Objects

  1. Select Settings

  2. In Settings, select Custom Objects

  3. 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:

  1. Object name – The display name of your object

  2. Object key – A unique identifier used internally

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

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

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

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

  7. 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.