Overview of Custom Objects

 

Custom Objects are what you use to model and create the people, things, services and processes that you work with.  You put your information into them, as an object can represent a customer, an employee, an inventory item, an invoice, a performance review, a task, an appointment, etc.  PerfectMind allows you to create your own objects, or use and modify the objects that are already in PerfectMind.  Objects let you put all of your business information and processes into one place for your entire organization and all it's locations.  You can the define and enforce work flows and business rules and track the work and results as it happens.

 

How Custom Objects look and how your users can work with them is defined by you and your processes.  Reports and dashboards can be created to give you information on all of these things in real time, right now, or for today, last week, or over the time that you need to see.

 

Every custom object in PerfectMind uses certain fields for internal or system purposes to identify it.  You can then add more fields, text areas, check boxes, drop-down lists, and more when creating your own custom object.  A field is simply a piece of information, such as a customer's address, the value of an invoice, or the due date on a task.   

 

See Also

What is a Custom Object?

Create a Custom Object

 

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