Terminology

CRM Dictionary

Objects​

Think of an Object as a template! For example, a Company Object would tracks all things related to the company such as the Name, Industry, Primary Contact, and anything else that's relevant.

Fields​

Fields store the actual information related to an Object. For example, a Company may have fields such as Company Name, Description, and Primary Contact are all Fields.

Record​

A record in Rails is like an individual entry or a filled-out form in our system. You can add a record by pressing the 'Add Record' button on the top left hand corner.

Detail Page​

A Detail Page is the page that shows up when clicking on a Record. Here lies information about all the Record, as well as any other Records that are related.

Below is an example of a Detail Page:

Detail Page

Entry Form​

An Entry Form is the page that opens when pressing the 'Add Record' button. This is where you add in the information to create a new Record. The order of Fields in the Entry Form can be modified by pressing the 'Edit Object' button on the Objects page.

Below is an example of an Entry Form:

Entry Form