# Custom Objects and Company Objects in Forms, Surveys & Quizzes > TABLE OF CONTENTS What They Are What You Can Do How to Use Them Best Practices Works Best For Won’t Work For Quick Fixes Examples In Short What They Are… - Source: https://docs.ghlcustomercare.com/docs/sites/custom-objects/custom-objects-and-company-objects-in-forms-surveys-quizzes - Section: Sites / Custom Objects - Reading time: 5 min - Images: 5, each explained below - Modified on Wed, 2 Sep at 11:14 AM --- **TABLE OF CONTENTS** - [What They Are](#what-they-are) - [What You Can Do](#what-you-can-do) - [How to Use Them](#how-to-use-them) - [Best Practices](#best-practices) - [Works Best For](#works-best-for) - [Won’t Work For](#wont-work-for) - [Quick Fixes](#quick-fixes) - [Examples](#examples) - [In Short](#in-short) --- ## What They Are **Custom Objects** let you collect structured, business-specific data that doesn’t fit into standard contact fields — for example, **Properties**, **Pets**, or **Vehicles**. This data links back to contacts so you can organize your CRM around what matters most to your business. The **Company Object** is a built-in object focused on **business-level data** (like client organizations, agencies, or vendors). It helps you connect multiple contacts under one company. Think of it this way: - Use **Custom Objects** to track _anything unique to your process or industry_. - Use the **Company Object** to track _who the contact works for or represents_. --- ## What You Can Do - Add fields from your custom objects (text, number, date, dropdown, etc.). - Link data directly to contacts (one-to-one, one-to-many, or many-to-many). - Automatically sync data updates across linked records. - Use custom object fields in **forms, surveys, and quizzes**. - Prevent setup issues by limiting each builder to one object type. - Protect important “primary fields” to avoid breaking associations. **Company Object specifics:** - Comes with some default fields like **Name**, **Phone**, and **Email**. - **Company Name** acts as the primary key automatically. - Can be used with **Contacts only**, and each contact can have **only one company association**. - Accessible from contact records, making it easy to see linked company info. **Custom Object flexibility:** - You define the fields and the primary field. - Can support **multiple associations per contact**. - Lets you model specialized data that doesn’t belong to Companies, Contacts, or Opportunities. --- ## How to Use Them 1. Go to **Settings > Custom Objects** to create or manage custom objects. ![Step 1 of 8: Go to Settings > Custom Objects to create or manage custom objects](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155055414880/original/FLsvSm2c1-_AHg5j2ye5_JJxSrcCzdsBuA.jpeg) **Step 1 of 8: Go to Settings > Custom Objects to create or manage custom objects** This screenshot accompanies step 1 of 8 in the "How to Use Them" section of "Custom Objects and Company Objects in Forms, Surveys & Quizzes". At this point in the walkthrough you go to Settings > Custom Objects to create or manage custom objects. The navigation path used here is Settings > Custom Objects. This part of the guide covers 9 fields, listed below. The next step is to for Companies, go to Settings > Companies (already built-in). - Path: Settings > Custom Objects - Where to go: Go to Settings > Custom Objects to create or manage custom objects. - Fields: What They Are, What You Can Do, How to Use Them, Best Practices, Works Best For, Won’t Work For, Quick Fixes, Examples, In Short - Controls: Settings > Custom Objects, TABLE OF CONTENTS, Custom Objects, Properties, Pets, Vehicles, Company Object, business-level data, forms, surveys, and quizzes, Name, Phone, Email - Next: For Companies, go to Settings > Companies (already built-in). Full procedure: 1. Go to Settings > Custom Objects to create or manage custom objects. <- this image 2. For Companies, go to Settings > Companies (already built-in). 3. Open the Form, Survey, or Quiz Builder. 4. You can add fields within the builder only. 5. Choose how the object connects to the contact (association settings). 6. The system automatically adds the primary field. 7. To add additional fields, open Add Object Fields in the left sidebar. You can add fields individually or select and add multiple fields at once. 8. Save and publish — submissions now link the contact and the object. 2. For Companies, go to **Settings > Companies** (already built-in). ![Step 2 of 8: For Companies, go to Settings > Companies (already built-in)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155055415900/original/OxijNS7NS988NmxHy2mP4-GyBXVN1wpDYQ.png) **Step 2 of 8: For Companies, go to Settings > Companies (already built-in)** This screenshot accompanies step 2 of 8 in the "How to Use Them" section of "Custom Objects and Company Objects in Forms, Surveys & Quizzes". At this point in the walkthrough you for Companies, go to Settings > Companies (already built-in). The navigation path used here is Settings > Companies. This part of the guide covers 9 fields, listed below. The next step is to open the Form, Survey, or Quiz Builder. - Path: Settings > Companies - What this covers: For Companies, go to Settings > Companies (already built-in). - Fields: What They Are, What You Can Do, How to Use Them, Best Practices, Works Best For, Won’t Work For, Quick Fixes, Examples, In Short - Controls: Settings > Companies, TABLE OF CONTENTS, Custom Objects, Properties, Pets, Vehicles, Company Object, business-level data, forms, surveys, and quizzes, Name, Phone, Email - Next: Open the Form, Survey, or Quiz Builder. Full procedure: 1. Go to Settings > Custom Objects to create or manage custom objects. 2. For Companies, go to Settings > Companies (already built-in). <- this image 3. Open the Form, Survey, or Quiz Builder. 4. You can add fields within the builder only. 5. Choose how the object connects to the contact (association settings). 6. The system automatically adds the primary field. 7. To add additional fields, open Add Object Fields in the left sidebar. You can add fields individually or select and add multiple fields at once. 8. Save and publish — submissions now link the contact and the object. 3. Open the **Form, Survey, or Quiz Builder**. 4. You can add fields **within the builder only.** ![Step 4 of 8: You can add fields within the builder only](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155055414942/original/OPxkK7Vw7G9cZ9_d1dQlCXIujqevMSOJPQ.jpeg) **Step 4 of 8: You can add fields within the builder only** This screenshot accompanies step 4 of 8 in the "How to Use Them" section of "Custom Objects and Company Objects in Forms, Surveys & Quizzes". At this point in the walkthrough you you can add fields within the builder only. The navigation path used here is Settings > Custom Objects. This part of the guide covers 9 fields, listed below. The next step is to choose how the object connects to the contact (association settings). - Path: Settings > Custom Objects - What this covers: You can add fields within the builder only. - Fields: What They Are, What You Can Do, How to Use Them, Best Practices, Works Best For, Won’t Work For, Quick Fixes, Examples, In Short - Controls: within the builder only., TABLE OF CONTENTS, Custom Objects, Properties, Pets, Vehicles, Company Object, business-level data, forms, surveys, and quizzes, Name, Phone, Email - Next: Choose how the object connects to the contact (association settings). Full procedure: 1. Go to Settings > Custom Objects to create or manage custom objects. 2. For Companies, go to Settings > Companies (already built-in). 3. Open the Form, Survey, or Quiz Builder. 4. You can add fields within the builder only. <- this image 5. Choose how the object connects to the contact (association settings). 6. The system automatically adds the primary field. 7. To add additional fields, open Add Object Fields in the left sidebar. You can add fields individually or select and add multiple fields at once. 8. Save and publish — submissions now link the contact and the object. 5. Choose how the object connects to the contact (association settings). 6. The system automatically adds the primary field. 7. To add additional fields, open **Add Object Fields** in the left sidebar. You can add fields individually or select and add multiple fields at once. 8. Save and publish — submissions now link the contact and the object. --- ### **Add Object Fields in Bulk** You can add multiple object fields at once in the Forms, Surveys, and Quizzes builders. - Open the Form, Survey, or Quiz you want to edit. - Open **Add Object Fields** from the left sidebar. - Select an object from the dropdown, such as **Contact**, **Opportunity**, **Business**, or an available custom object. - Search by field name or browse the available folders. ![Add Object Fields in Bulk (image 4 of 5)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155079939292/original/LU8dG82KcLZi4w6izzMlcXVOvnA3xcwXUw.png) **Add Object Fields in Bulk (image 4 of 5)** This screenshot appears in the "Add Object Fields in Bulk" section of "Custom Objects and Company Objects in Forms, Surveys & Quizzes". For context, this section explains: TABLE OF CONTENTS What They Are Custom Objects let you collect structured, business-specific data that doesn’t fit into standard contact fields — for example, Properties, Pets, or Vehicles. This data links back to contacts so you can organize your CRM around what matters most to your business. The…. This part of the guide covers 9 fields, listed below. - Fields: What They Are, What You Can Do, How to Use Them, Best Practices, Works Best For, Won’t Work For, Quick Fixes, Examples, In Short - Controls: TABLE OF CONTENTS, Custom Objects, Properties, Pets, Vehicles, Company Object, business-level data, forms, surveys, and quizzes, Name, Phone, Email, Company Name Full procedure: 1. What They Are 2. What You Can Do 3. How to Use Them 4. Best Practices 5. Works Best For 6. Won’t Work For 7. Quick Fixes 8. Examples 9. In Short - Use the field type icon and query key to identify the field you need. - Select the checkboxes for the fields you want to add. - Add the selected fields using either option: - Click **Add fields** to insert all selected fields. - Drag any selected field onto the canvas to move the selected fields as a group. ![Add Object Fields in Bulk (image 5 of 5)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155079939598/original/2Ayotr30b5n6ZjdggE2XrlnzXzzfgEeGBw.png) **Add Object Fields in Bulk (image 5 of 5)** This screenshot appears in the "Add Object Fields in Bulk" section of "Custom Objects and Company Objects in Forms, Surveys & Quizzes". For context, this section explains: TABLE OF CONTENTS What They Are Custom Objects let you collect structured, business-specific data that doesn’t fit into standard contact fields — for example, Properties, Pets, or Vehicles. This data links back to contacts so you can organize your CRM around what matters most to your business. The…. This part of the guide covers 9 fields, listed below. - Fields: What They Are, What You Can Do, How to Use Them, Best Practices, Works Best For, Won’t Work For, Quick Fixes, Examples, In Short - Controls: TABLE OF CONTENTS, Custom Objects, Properties, Pets, Vehicles, Company Object, business-level data, forms, surveys, and quizzes, Name, Phone, Email, Company Name Full procedure: 1. What They Are 2. What You Can Do 3. How to Use Them 4. Best Practices 5. Works Best For 6. Won’t Work For 7. Quick Fixes 8. Examples 9. In Short Bulk-added fields are inserted in the same order they appear in the sidebar. If a canvas element is active, the fields are inserted after that element. If no element is active, the fields are added at the end of the current page or slide. #### **Bulk Field Selection Behavior** Keep these behaviors in mind when selecting multiple fields: - Your selections remain selected while you scroll or search. - Changing the selected object clears the current field selection. - Shift-click can select a range of available fields while skipping fields that are already added or unavailable. - The selection bar shows how many fields are selected and updates the **Add N fields** action. - Dragging one selected field moves the current selection as a group. #### **Identify Fields in the Sidebar:** Each field row includes a type icon and query key to help distinguish fields with similar names. If a field name or query key is truncated, hover over it to view the full value in a tooltip. --- ## Best Practices - Use only **one object type per form/survey/quiz**. - Configure the **association** as soon as you add a custom object field. - Define a **primary field** for custom objects — the system will use the first one if missing. - For Companies, remember the primary key (Company Name) is already set. - Keep object names simple and consistent to avoid confusion. - Avoid using Company or Custom Object fields together in the same builder. --- ## Works Best For - **Custom Objects:** Industry-specific tracking (e.g., properties, pets, vehicles, cases, or assets). - **Company Object:** B2B relationships — linking multiple contacts under one business. - Keeping structured, consistent, and connected data across your CRM. --- ## Won’t Work For - Mixing multiple object types in a single form. - Bulk updates or advanced reporting (not yet supported). - Creating or sharing forms/surveys/quizzes with Company or Custom Object fields via the Template Library. - Sharing custom fields or custom objects across sub-accounts. - Adding custom values to custom object fields (not supported). --- ## Quick Fixes - **Association not loading?** Check your internet or object setup. - **Mixed object error?** Remove old object fields before adding new ones. - **Primary field missing?** Define one in settings; the system uses the first field if none exists. - **Removed primary field?** All fields will be cleared from the builder — re-add manually. - **Company not showing under contact?** Make sure the company exists in **Settings > Companies**. --- ## Examples **Real Estate:** Create a Custom Object for “Properties” to store location, size, and price. Each record can link to multiple contacts (tenants, buyers, or owners). **Veterinary Clinic:** Use a Custom Object for “Pets” — each pet record links to the owner’s contact and includes breed, medical notes, and vaccination data. **Agency or B2B Setup:** Use the Company Object to store business-level info like company name, phone, and billing address. Then associate multiple client contacts with that company. --- ## In Short **Custom Objects** let you structure your CRM data however your business needs — flexible, scalable, and built for customization. **The Company Object** is simpler — a fixed structure for managing organizations and their related contacts. Use both together to get a complete view of your relationships: - **Custom Objects** for specialized data. - **Company Object** for business-level connections. Clean, linked, and purpose-driven CRM data — all in one place. --- --- Documentation for GHL Customer Care. Support: support@ghlcustomercare.com