Custom objects are used in Halo to store information against a particular entity in a custom way. In this course we will cover how each type of custom object can be used and how to create these.

There are various different modules for custom objects, as shown in Fig 1. 

Fig 1. Custom Objects Configuration menu

To see a breakdown on what each setting within these modules does, see our associated administrator guides:

• Custom Buttons
• Custom Fields
• Custom Tables
• Custom Tabs

You can create as many Custom Objects as you need in Halo for the following entities:

1. Tickets/Projects/Opportunites
2. Organisations
3. Customers
4. Sites
5. Users
6. Devices/Assets
7. Agreements(Contracts)
8. Actions
9. Items/Products
10. Suppliers
11. Supplier Contracts/ Agreements
12. Agents
13. Services
14. Sales Orders
15. Purchase Orders
16. Quotation
17. Invoices
18. Invoice Lines
19. CRM Notes
20. Sales Order Lines
21. Purchase Order Lines
22. Quotation Lines

These can be accessed via the API and also used in Emails/PDF templates by using the Custom Field name that begins with $CF. The custom buttons module does not have as many entities as the others, navigate to the entity dropdown of the custom button list for the list of entities.