Entities
Configure your data model with custom fields, statuses, and pipelines.
Entities Overview
Understand {{APP_NAME}}'s central data model. Entities define your custom fields, status pipelines, and encryption, powering forms, CRM, and distribution.
Creating & Configuring Entities
Step-by-step guide to creating a new Entity: naming, icon selection, and initial setup. Get your data model ready for forms and CRM.
Duplicate Detection
Configure entity-level duplicate detection so CSV imports, API intake, and form submissions all check for matching leads before creating new ones.
Managing Fields
Add, edit, reorder, and delete custom fields in your Entity. Learn field types, required vs optional, default values, and best practices.
Address Fields
Capture, store, filter, and route structured postal addresses with the dedicated Address field type. Includes search autocomplete, sub-field visibility, postcode enrichment, Lot-Marker linking, and CRM display modes.
Status Groups & Pipelines
Understand status groups, how they map to Kanban columns, and how to create, edit, reorder statuses and set a default status for new leads.
Field Encryption
Protect sensitive lead data with AES-256-CBC field encryption. Learn which fields can be encrypted, limitations, and how to enable encryption.