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Overview

Custom objects let you track data that doesn’t fit into Quivly’s core objects. Common examples include implementation projects, success plans, or training sessions.

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Creating a Custom Object

1

Go to Object Settings

Navigate to Settings → Objects
2

Create Object

Click Add Custom Object and fill in:
  • Name - Display name (e.g., “Implementation Project”)
  • Description - What this object represents
  • Icon - Visual identifier
3

Add Fields

After creating the object, add fields to capture your data. See Custom Fields for field types.

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Editing Custom Objects

Click on any custom object to edit:
  • Name and description
  • Icon
  • Field definitions
The object’s API name (entity type) cannot be changed after creation.

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Archiving Custom Objects

To archive a custom object you no longer need:
  1. Open the object settings
  2. Click Archive
  3. Provide a reason
Archived objects are hidden but data is retained.