Custom Objects

At minimum, role permissions so certain objects can be restricted to admin. Ideally, user permissions to control object visibility by user.

Formula Fields are very useful at extending capabilities and allowing users to quickly create automatic calculations rather than manually entering results. A formula field is a custom field that automatically calculates values based on a formula expression. Formula fields are read-only, meaning users can't directly edit the value. Instead, the value is calculated based on the formula and the values in the source fields. This is not a new concept, since most CRM systems such as Salesforce, Zoho, Hubspot, freshworks, vtiger, salesloft, MS Dynamics, and Sugar all have the ability to create formula fields. If you are familiar with Excel, than you know how handy formula fields are as they allow us to create simple or even more complex formulas based on data from a record and from its related records if needed. Some examples of use cases that come to mind are: Dynamic Payment Calculations for Appointments or Services For example, if each appointment hour costs $150 Formula: ( {{appointment.only_end_time}} - {{appointment.only_start_time}} ) * 150 Lead scoring based on Engagement and Attribution Formula: IF( {{contact.attributionSource.utmSource}} = "google", 10, 5 ) + ( {{ contact.email _open_count}} * 2 ) Visualize Lead Temperature (using IMAGE and CASE) Formula: CASE( {{contact.rating}}, "Hot", IMAGE("/img/samples/light_Red_fire.gif", "Hot"), "Warm", IMAGE("/img/samples/light_Yellow.gif", "Warm"), "Cold", IMAGE("/img/samples/light_Blue_snowflake.gif", "Cold"), IMAGE("/img/samples/light_grey.gif", "No Rating")) Add 30 Days to an Enrollment Date Formula: ( {{contact.enrollment_date}} + 30 ) The ideal situation would be whenever your are creating a custom field and you choose the Formula Field Type, it would allow you to open a formula editor where you could construct the formula and insert other fields, operators, and functions. Here are some Operators that should be included: Math Operators (+, - , *, /, ^ ) Logic Operators ( =, <, >, <=, >=) Logic Functions ( AND, OR, IF, CASE, ISBLANK, ISNEW, NOT, IS) TEXT Functions ( FIND, CONTAINS, HYPERLINK, IMAGE, INCLUDES)

This trigger should activate when a Contact is associated with a Custom Object (or vice versa). Purpose: To enable workflows that respond immediately when an association is made between a Contact and/or Custom Object. Once triggered, the workflow should have access to the Contact and/or Custom Object data, allowing for dynamic and data-driven actions within the flow.

Currently there are only 2 triggers in High Level for custom object. When an Object is created and when an Object is changed. We need more triggers like when a contact is associated with an object (filter by association label). Also we could use more actions in workflows for custom object. Like being able to change a contact's association label automatically when they meet certain conditions.

It would be helpful if we could get some kind of transfer or copy feature so we can take Custom Object fields in one CO and move them to a new CO. Some COs might have overlapping fields and it would be nice to be able to not have to recreate everything from scratch.

Problem Statement Currently, when viewing custom objects associated with a contact (in the contact's detail view), only the primary display field is shown. This makes it extremely difficult to get useful information at a glance without having to click into each individual custom object record. For example, I use custom objects to track insurance policies for my clients. When I look at a contact's associated policies, I only see the policy number. I cannot see critical information like: Policy type (Auto, Home, Life, etc.) Premium amount Coverage limits Carrier/Insurance company Expiration date Status This forces me to click into each policy individually just to see basic details, which is time-consuming and inefficient when managing multiple policies per client. Requested Feature Add the ability to customize which custom object fields are displayed in the contact association panel, similar to how Opportunity cards can be customized. Ideally, this would allow users to: Select 3-7 custom fields to display on each custom object card in the association view Choose the layout/format of how these fields appear Apply these display settings at the custom object schema level (so all instances show the same fields) Use Cases This feature would benefit many industries and use cases: Insurance agencies tracking multiple policies per client Real estate tracking properties, showings, and listings Legal firms tracking cases and documents Healthcare tracking treatments, appointments, or prescriptions Financial services tracking accounts, investments, or loans Any business using custom objects to track multiple related records per contact Impact This enhancement would make custom objects significantly more practical and user-friendly, reducing clicks and improving workflow efficiency. Right now, opportunities have better display customization than custom objects, which limits the usefulness of the custom objects feature for many users. Comparison to Current Features Opportunity cards already have this functionality and can display multiple custom fields. Bringing this same capability to custom objects would create feature parity and make both tools equally powerful for different use cases.

We have some custom objects that are only used to link additional items to our primary custom object and want to be able to hide it from view on the menu. I know we can do this with CSS but a toggle would be ideal.

When you associate a custom object to another custom object you can link them together. For example, we have a custom object called "Files" to store our files. Our primary custom object is "Real Estate Transactions" where the transaction is tracked. When you're in the "Real Estate Transactions" front end view and adding a file to the transaction, you can only lookup existing files. We would like the ability to add a new file to the "Files" custom object right from the "Real Estate Transactions" custom object front end screen.

We want it to perform in the same way that the premium webhook action functions. We want it to be able to pull in the data from the object so we can map it into the workflow builder. This can be done with api but this is a quick win for custom objects.

We need a feature to reference Custom Object fields inside email or SMS templates using merge fields. For example, something like {{ contact.xyz .object}}.