My Space

My Space lets you create custom data modules beyond the standard CRM entities. It's like having a custom database for anything you need to track, with full CRUD operations and API access for integrations.

What is My Space?

Build schemas tailored to your specific business needs:

• Products and inventory
• Projects and milestones
• Locations and territories
• Service tickets
• Industry-specific records and custom objects for your industry

Creating a Custom Module

1. Navigate to Customers > My Space
2. Click + Create Module
3. Enter:
   • Module name (e.g., "Products")
   • Icon - Choose from library
   • Description - What it's for
4. Click Create

Defining Fields

Add fields to your module:

Field Types

Type	Description
Text	Short text
Long Text	Multi-line text
Number	Numeric values
Currency	Money with formatting
Date	Date picker
Select	Dropdown options
Multi-Select	Multiple choices
Checkbox	Yes/No toggle
Email	Email format
Phone	Phone number
URL	Web links
User	Team member reference
Relation	Link to other records

Field Settings

For each field:

• Label - Display name
• Required - Must have value
• Default - Pre-filled value
• Help text - Guidance for users

Linking to CRM Entities

Connect My Space modules to contacts, companies, or deals:

1. Add a Relation field
2. Choose target entity
3. Set relationship type:
   • One-to-one
   • One-to-many
   • Many-to-many

Example: Products Module

Product → linked to → Deals (many-to-many)
Product → linked to → Company (many-to-one)

Using Your Module

Adding Records

1. Go to your module in My Space
2. Click + Add [Module Name]
3. Fill in fields
4. Save

List View

• Filter and sort records
• Customize columns
• Export data

Detail View

• View/edit record
• See linked records
• Activity timeline

Automation with My Space

Use My Space records in workflows:

• Trigger on creation - When record added
• Trigger on update - When record changed
• Search records - Find matching records
• Update records - Modify data

Use Cases

Module	Use Case
Products	Track inventory linked to deals
Locations	Multi-location business tracking
Projects	Link projects to contacts/companies
Subscriptions	Track recurring services
Assets	Equipment or property tracking

Best Practices

1. Plan your schema - Think about relationships first
2. Use meaningful names - Clear field labels
3. Link thoughtfully - Don't over-complicate
4. Start simple - Add fields as needed

Next Steps

• Tracking Visitors - Website analytics
• Automation - Automate custom modules
• API Reference - Programmatic access for integrations