Types

A Type defines the structure for a kind of object. Think of it as the shared blueprint for all objects of that kind.

For example, a Customer Type might define places for:

• the customer name and status
• contacts and account ownership
• files and recent activity
• related orders or projects

Consistency without rigidity​

Every customer record uses the shared Customer Type, so people know where to find information and the organization can follow a consistent process.

When the business evolves, the Type can evolve too. A new field, section, or relationship can become part of the shared structure rather than being added separately to every customer.