Object Functionality Overview

1. Definition of Objects

In the ShareCRM system, data requires a container. For example, to record a customer’s phone number and address, the Account serves as the object that carries this data.

Specifically, objects are categorized into:

• Standard objects
• Custom objects

Figure: Backend configuration page for the [Account Basic Information] object

Figure: Frontend display interface for [Account Basic Information]

2. Relationships Between Objects

To address common business needs, the system defines two specific types of relationships between objects:

• Master-detail relationships
• Lookup relationships

Both relationships are configured through fields. For detailed explanations, click here.