Rails Documentation
  • Welcome!
  • What is Rails?
  • Terminology
  • Quick Start
    • Account Creation
    • Organizations
  • Navigating your Homepage
    • Adding a Record
    • Bulk Upload
    • Using the Search Bar
    • Navigating the Objects Page
    • Editing a Record
    • Creating a New Object
    • Navigating Fields
  • CREATING CUSTOM DASHBOARDS
    • Creating a View
    • Adding a New Dashboard
    • Creating a Table Widget
    • Moving and Resizing Widgets
  • USING GUIDERAILS
    • What is GuideRails?
    • Example Usage
    • Limitations
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  1. Navigating your Homepage

Creating a New Object

Creating your CRM

PreviousEditing a RecordNextNavigating Fields

Last updated 1 year ago

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Your first step into creating your custom CRM experience starts here.

To start, let's create a Task Object. This allows you to create custom tasks to keep track of your needs.

On Rails, we can create a new Object by opening the Admin folder on the left hand bar, and pressing the Add Object button.

After creating the new Object, we can title it and start adding fields. For this example, we will be creating a Task Object, so let's fill in Task for the name.