Published at: 2025-10-30
Standard vs. Custom Objects
1. Preset Objects
In the Objects overview, an object is the core container for CRM data; nearly all business logic operates around objects.
Because many customers share similar business processes, the system provides several preset objects for immediate use, such as common ones like Account (Customer Basic Info), Opportunity, Order, Contract, and Payment Collection. The system predefines basic field Attributes for these standard objects and implements certain object-specific features based on each preset object.
Figure: Managing Preset Objects
If a preset object does not meet your business requirements, you can edit its fields, layouts, and scenes from the preset object configuration.
Figure: Preset object “Leads” — users can modify fields and other settings
2. Custom Objects
When preset objects no longer satisfy your business needs, the system lets you create custom objects.
All newly created custom objects use the same default settings for fields and behavior; you must manually configure fields, layouts, and scene data.
3. Key Differences
| Preset Objects | Custom Objects |
| Preset objects include initial field Attributes, scenes, and other settings tailored to specific business needs; these settings differ across preset objects. | Custom objects are created with identical default settings. |
| Preset objects may include specific built-in features that cannot be changed. | Custom objects do not include special built-in features; they behave consistently across instances. |
4. Frequently Asked Questions
4.1 How do I rename a preset object?
You cannot rename a preset object directly from the object edit page. Instead, go to the Object Name Settings menu and change the language-specific label for the object name.
Example: To change the display name from “Price List” to “Product Price List” for Chinese users, edit the Chinese label from “价目表” to “产品价目表”. The system will then display “产品价目表” in the Chinese locale.
