Objects Schema
Caraer organises information in a consistent way. This makes it easier to find information, connect related work, and use the same process across your team.
Objects
An Object describes a kind of thing Caraer can manage, such as a Company, Contact, Contract, Plan, or Task.
An Object defines:
- what kind of information it represents;
- which Properties are available;
- how Records are displayed;
- which capabilities or Traits can be used;
- who can view or change the information.
Common customer-facing Objects include:
- Company
- Contact
- Employee
- Lead
- Customer
- Contract
- Plan
- Meter
- Onboarding
- Project
- Task
- Deal
- Activity
Some additional Objects are used internally by Caraer for administration, integrations, websites, or system behaviour. They may not be visible in your workspace.
Records
A Record is one individual example of an Object. For example, “Top Match Recruitment B.V.” is a Company Record.
Object: Company
└── Record: Top Match Recruitment B.V.
Records contain the actual information your team works with. A Record can be displayed in a table, opened as a detail page, included in a View, connected to other Records, or used by an Automation.
Properties
Properties are the pieces of information stored on a Record, such as a name, email address, status, date, or amount.
Properties belong to the Object and are available on its Records. The value can be different for every Record.
Object: Company
Properties
├── Company name
├── Website
├── Customer status
└── Renewal date
Property types
Caraer supports the following property types and formats:
Text
Short written information, such as a name or reference.
An email address.
Website
A website address or URL.
Phone number
A telephone or mobile number.
Long text
Notes, descriptions, or other longer written information.
Single choice
One option selected from a predefined list, such as a customer status.
Multiple choice
More than one option selected from a predefined list.
Date
A calendar date, such as a start date or renewal date.
Number
A numeric value.
Currency
A monetary amount with a currency, such as an invoice amount.
Duration
An amount of time.
Checkbox
A yes/no or on/off value.
Tags
One or more labels used to group or find Records.
File
A file attached to a Record.
Number range
A minimum and maximum numeric value.
Currency range
A minimum and maximum monetary value.
Structured information
Information with multiple related values stored together, such as an address or configuration.
System-managed linked information
Some information is created and maintained by Caraer itself. Users should not enter these values manually.
Properties versus Relations
Use a Property for information about one Record. Use a Relation when you connect that Record to another Record.
Property:
Company status = Active
Relation:
Company → Contract
For example, a Plan should normally be its own Record when it has its own limits, prices, or description. The Company can then be connected to that Plan with a Relation.
See Relations for more information about connections between Records.
Traits and capabilities
Objects can receive reusable capabilities such as Table, Page, User, Task, or Analytics. These capabilities affect how people work with the Object but do not change what the Object represents.
See Traits for the complete list of nine Traits.
A complete example
Object: Company
└── Record: Top Match Recruitment B.V.
├── Website: example.com
├── Customer status: Active customer
├── Relation → Plan: Scale
└── Relation → Contract: Top Match Recruitment B.V. - Contract
Use an Object when you need a new kind of thing. Use a Property when you need another piece of information about an existing thing. Use a Relation when you need to connect it to another Record.
Who can change the data model?
Creating or editing an Object or Property may require administrator access. If you cannot create or edit something, contact your Caraer administrator or representative.