# CRM Configuration Manage pipelines, contact options, and email templates for your CRM. Created April 1, 2026 Updated: September 17, 2026 ## Overview CRM Configuration lets you tailor the CRM to your team's workflow — from deal pipelines and lead statuses to custom tabs and dashboard widgets. Changes here apply across the entire organization. Open [CRM Admin](https://docs.vinsi.ai/crm/admin) and scroll to the **CRM Configuration** section, or type into the **Search settings…** box at the top of the page to filter the cards by name. Clicking a card slides up a panel over the card grid; close it with the **X** in the panel header, or with **Back to CRM Admin** where that link is shown. Opening a panel also adds `?panel=…` to the address bar, so you can bookmark a panel or refresh without losing your place. Browser back and forward move between panels. ### Who can use these cards Anyone with the organization role **org:admin** or **org:owner** has full read and write access to every card below. For everyone else, access is controlled per card by the permission entries listed in the table — an admin sets these per member on the Members permissions screen. Read access shows the card; write access enables the add, edit, reorder, and delete controls inside it. A member who has never had permissions assigned keeps access by default. | Card | Permission entry | Panel address | | ---------------------- | ---------------------------------------- | ------------------------ | | Pipeline Configuration | CRM Configuration → Pipeline | ?panel=pipelines | | Lead Statuses | CRM Configuration → Lead Statuses | ?panel=lead-statuses | | Dispositions | CRM Configuration → Dispositions | ?panel=dispositions | | Contact Sources | CRM Configuration → Contact Sources | ?panel=sources | | Industries | CRM Configuration → Industries | ?panel=industries | | Email Templates | CRM Configuration → Email Templates | ?panel=email-templates | | SMS Templates | CRM Configuration → SMS Templates | ?panel=sms-templates | | Custom Tabs | CRM Configuration → Custom Tabs | ?panel=custom-tabs | | Custom Fields | CRM Configuration → Custom Tabs (shared) | ?panel=custom-fields | | Dashboard Widgets | CRM Configuration → Dashboard Widgets | ?panel=dashboard-widgets | | Custom Objects | CRM Configuration → Custom Objects | ?panel=custom-objects | | Custom Labels | CRM Configuration → Custom Labels | ?panel=custom-labels | Custom Fields shares the **Custom Tabs** permission — you cannot grant one without the other. A permission that has never been granted is treated as denied, both on the page and on the server, so a member who cannot see a card needs its Read switch turned on and saved. ### Pipeline Configuration Pipelines define the stages a record moves through. **Deal pipelines** drive the board and stage dropdown on[ Deals](https://docs.vinsi.ai/crm/deals); **engagement pipelines** drive the same things on[ Engagements](https://docs.vinsi.ai/crm/engagements). Each stage has a name, a color, and a flag that decides whether records sitting in it are counted in the pipeline totals. **Who can use it:** org admins and owners, plus anyone granted the **Pipeline** permission. Read access shows the pipelines and stages; write access is required for **New Pipeline**, **Add Stage**, the reorder arrows, the **$** toggle, and the edit and delete icons. #### Add a pipeline 1. Open **Pipeline Configuration**. 2. Choose the **Deal Pipelines** or **Engagement Pipelines** tab. The new pipeline is created in whichever tab is selected. 3. Click **New Pipeline** at the bottom of the panel. 4. Enter a **Pipeline Name \*** (for example _Enterprise Sales_) and click **Create**. Pressing Enter also saves. 5. The pipeline appears as a pill at the top of the panel and starts with no stages. #### Add, edit, and reorder stages 1. Click the pipeline's pill to select it. The card below shows **Stages — "Pipeline name"**. 2. Click **Add Stage**. Enter a **Stage Name \*** (for example _Proposal Sent_), pick a **Stage Color** from the eleven swatches or set your own with the **Custom color** picker, then click **Add Stage**. 3. To change a stage, click its pencil icon, edit the name or color, and click **Save**. 4. Use the up and down arrows on a stage row to move it. The new order saves immediately and is the order shown on the deal or engagement board. 5. Click the **$** button on a stage to include or exclude it from the pipeline total. Included deal stages show a green **$** next to the name; included engagement stages show a green **MRR**. #### Delete a stage or pipeline 1. To remove a stage, click its red trash icon. It is removed straight away — there is no confirmation prompt. 2. To remove a pipeline, click the small red **x** next to its pill. The **x** only appears when the tab has more than one pipeline; trying to remove the last one shows _At least one pipeline is required_. #### Fields and limits | Field | Default | Limits | | ------------------------- | ---------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------ | | Pipeline Name | None — required | Up to 100 characters. Must be unique in your organization; a duplicate shows _A pipeline with that name already exists_. | | Pipeline type | Set by the tab you are on (Deal or Engagement) | Cannot be changed afterwards. | | Stage Name | None — required | Up to 100 characters. Must be unique within its pipeline; a duplicate shows _That stage name already exists_. | | Stage Color | Blue #0d6efd | Eleven preset swatches, or any color from the picker. | | Counted in totals (**$**) | Off for stages you create | Toggle per stage. Saves immediately. | | Stage order | New stages are added last | Changed with the arrow buttons only. | #### What you start with | Type | Pipeline | Stages | | ---------- | ----------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | Deal | Sales Pipeline | Appointment Scheduled, Qualified To Buy, Presentation Scheduled, Decision Maker Bought-In, Contract Sent, Closed Won, Closed Lost. Everything except Closed Lost counts toward the total. | | Engagement | Service Pipeline | Proposal, Onboarding, Active, On Hold, Completed, Cancelled. Onboarding, Active, and Completed count toward MRR. | | Engagement | Order Pipeline | Open, Processing, Shipped, Delivered, Completed, Cancelled, Refunded. Only Completed counts toward MRR. | | Engagement | Customer Pipeline | New, Onboarding, Active, On Hold, Completed, Cancelled. Onboarding, Active, and Completed count toward MRR. | #### What happens to existing records - Deals and engagements store the pipeline and stage _by name_. Renaming a stage does **not** rewrite the records already in it — they keep the old text and stop matching any column on the board until you move them. - Deleting a stage or pipeline hides it from the dropdowns and the board. Records that referenced it keep their saved value and are not deleted, but they will no longer line up with a visible stage. - If you plan to rename a stage that is in use, move the records to the new stage first, or expect to re-stage them afterwards. The **$** flag is matched by stage _name_ across all pipelines of the same type. Two pipelines that both have a stage called _Active_ are treated as one set — flagging it in either pipeline makes every _Active_ record count. If no stage is flagged at all, deals fall back to counting every stage except _Closed Lost_, and engagements fall back to _Onboarding_, _Active_, and _Completed_. ### Lead Statuses Lead statuses describe where a person is in your funnel. They appear as the **Lead Status** dropdown on a contact, as a column and filter on the [Contacts](https://docs.vinsi.ai/crm/contacts) grid, as an audience filter in Email Campaigns and the bulk tools, and as a condition or action in workflows on [Data & Automation](https://docs.vinsi.ai/crm/admin/data-automation). **Who can use it:** org admins and owners, plus anyone granted the **Lead Statuses** permission. Write access is required for **Add Status**, the reorder arrows, and the edit and delete icons. #### Add, edit, reorder, delete 1. Open **Lead Statuses** and click **Add Status** at the bottom of the panel. 2. In the **Add Lead Status** window, type the name in **Lead Status \***, pick a **Color**, and click **Add**. Pressing Enter also saves. 3. To change one, click its pencil icon, edit the name or color in **Edit Lead Status**, and click **Save**. 4. Use the up and down arrows to set the order. This is the order of the dropdown everywhere it appears, and it saves immediately. 5. Click the red trash icon to remove a status. There is no confirmation prompt. #### Fields and limits | Field | Default | Limits | | ----------- | --------------------------- | -------------------------------------------------------------------------------------------------------- | | Lead Status | None — required | Up to 100 characters. Must be unique in your organization; a duplicate shows _That name already exists_. | | Color | Blue #0d6efd | Eleven preset swatches, or any color from the picker. Shown as the dot next to the name. | | Order | New statuses are added last | Changed with the arrow buttons only. | Your organization starts with: New, Open, In Progress, Open Deal, Unqualified, Attempted to Contact, Connected, Bad Timing, and Unassigned. #### What happens to existing records - Contacts store the lead status as text. Renaming a status leaves every contact on the old wording, so the contact no longer matches the renamed option. - Deleting a status removes it from the dropdowns and filters. Contacts already set to it keep the value — it simply cannot be picked again. New contacts default to the lead status **New**. If you delete or rename _New_, newly created contacts still land on the text "New" and will show a status that is no longer in your list. ### Dispositions As the panel itself explains: dispositions track the outcome of each contact interaction. They appear as a dropdown on the contact profile and in the **Last Disposition** column on the contacts grid. Dispositions also drive the **Disposition Changed** workflow trigger and the **Check Disposition** and **Set Disposition**workflow nodes on [Data & Automation](https://docs.vinsi.ai/crm/admin/data-automation). **Who can use it:** org admins and owners, plus anyone granted the **Dispositions** permission. Write access is required for **Add Disposition**, the reorder arrows, and the edit and delete icons. #### Add, edit, reorder, delete 1. Open **Dispositions** and click **Add Disposition** at the bottom of the panel. 2. In **Add Disposition**, type the name in **Disposition \***, choose a **Color**, and click **Add**. 3. Click a row's pencil icon to open **Edit Disposition**, change the name or color, and click **Save**. 4. Use the arrows to reorder; the order is saved immediately and controls the dropdown order. 5. Click the red trash icon to remove one. There is no confirmation prompt. #### Fields and limits | Field | Default | Limits | | ----------- | ------------------------------- | ---------------------------------------------------------- | | Disposition | None — required | Up to 100 characters. Must be unique in your organization. | | Color | Grey #6c757d | Eleven preset swatches, or any color from the picker. | | Order | New dispositions are added last | Changed with the arrow buttons only. | Your organization starts with: Voicemail-1, Voicemail-2, No Answer After Voicemail, No Answer-1, No Answer-2, No Answer-3, Emailed Information, Slight Interest, Scheduled, Bad Timing, Not Interested, and Bad Number. #### What happens to existing records The disposition is stored on the contact as text, so renaming one leaves past interactions labelled with the old wording, and deleting one only removes it from the dropdown — the value already saved on a contact stays visible. Workflows that check or set a disposition match on the name. If you rename a disposition, open[ Data & Automation](https://docs.vinsi.ai/crm/admin/data-automation) and re-select it in every workflow node that used it, otherwise those branches silently stop matching. ### Contact Sources Sources record where a contact came from. They fill the **Source** field on a contact, the Source column and filter on [Contacts](https://docs.vinsi.ai/crm/contacts), the **Default Source** step of Import Contacts, the audience filters in Email Campaigns, and the **Check Source** workflow node. **Who can use it:** org admins and owners, plus anyone granted the **Contact Sources** permission. #### Add, edit, reorder, delete 1. Open **Contact Sources** and click **Add Source** at the bottom of the panel. 2. Type the name in **Source \*** and click **Add**. 3. Click a row's pencil icon to rename it, then click **Save**. 4. Use the arrows to reorder. This sets the order of the Source dropdown. 5. Click the red trash icon to remove one. There is no confirmation prompt. #### Fields and limits | Field | Default | Limits | | ------ | -------------------------- | ---------------------------------------------------------- | | Source | None — required | Up to 100 characters. Must be unique in your organization. | | Order | New sources are added last | Changed with the arrow buttons only. | Your organization starts with: Website, Google, Referral, LinkedIn, Cold Call, Email Campaign, Event, and Other. Sources have no color — the list shows the name only. #### What happens to existing records Contacts keep the source as text. Renaming a source does not update the contacts already tagged with it, and deleting a source only removes it from the dropdown and the filter lists. New contacts default to the source **Website**, and imported contacts use whatever you choose as the **Default Source** during the import. Keep an option that matches those defaults so imported records stay filterable. ### Industries Industries fill the **Industry** field on a company profile and the Industry column and filter on the Companies grid. They are also offered as a filter value when you build dashboard widgets. **Who can use it:** org admins and owners, plus anyone granted the **Industries** permission. #### Add, edit, reorder, delete 1. Open **Industries** and click **Add Industry** at the bottom of the panel. 2. Type the name in **Industry \*** and click **Add**. 3. Click a row's pencil icon to rename it, then click **Save**. 4. Use the arrows to reorder the dropdown. 5. Click the red trash icon to remove one. There is no confirmation prompt. #### Fields and limits | Field | Default | Limits | | -------- | ----------------------------- | ---------------------------------------------------------- | | Industry | None — required | Up to 100 characters. Must be unique in your organization. | | Order | New industries are added last | Changed with the arrow buttons only. | Your organization starts with: Technology, Healthcare, Finance, Education, Retail, Manufacturing, Real Estate, Legal, Marketing, Consulting, and Other. #### What happens to existing records Companies store the industry as text, so a rename leaves existing companies on the old wording and a delete only removes the option from the dropdown. Nothing on the company record is cleared. ### Email Templates Email templates appear as quick-fill buttons in the compose email window on contact profiles, and can be loaded into an email campaign. The full guide to writing a template — the rich editor, HTML mode, preview, merge tags, and attachments — lives on the[ Email Templates](https://docs.vinsi.ai/crm/email-templates) page. This card is where you manage the org-wide list. **Who can use it:** org admins and owners, plus anyone granted the **Email Templates** permission. #### Manage the list 1. Click **New Template** at the bottom of the panel to open **New Email Template**, or click a row's pencil icon to open **Edit Template**. 2. Fill in **Template Name \***, **Subject Line \***, and **Body \***, pick an icon, and save. All three are required. 3. Use the up and down arrows to change the order the quick-fill buttons appear in. 4. If the list is completely empty, a **Load Defaults** button appears in the panel header and adds three starter templates: _Thank You for Call_, _Tried Calling You_, and _Follow Up_. 5. Click the red trash icon to delete. A confirmation window titled **Delete Email Template** names the template and warns: _This action can't be undone. The template will be removed from the compose-email quick-fill dropdown for everyone in your organization._ Confirm with **Delete Template**. #### Fields and limits | Field | Default | Limits | | ------------- | ---------------------------- | ------------------------------------------------------------------------------------------------------ | | Template Name | None — required | Up to 100 characters. | | Icon | Phone | Eleven icons: Phone, Missed Call, Follow Up, Email, Send, Message, Calendar, Star, Heart, Bell, Clock. | | Subject Line | None — required | Up to 255 characters. Supports merge tags. | | Body | None — required | No length limit. Rich editor or HTML mode. | | Attachments | None | Maximum 4 MB per file. | | Order | New templates are added last | Changed with the arrow buttons only. | #### What happens to existing records Templates are only used at the moment someone composes a message — emails already sent are untouched by a rename or a delete. Deleting a template removes its quick-fill button for everyone in the organization and cannot be undone. ### SMS Templates As the panel explains: SMS templates are plain text and can be selected in the **Send SMS** workflow action. They are not used anywhere else — there is no quick-fill for manual texting — so an SMS template only does something once a workflow on[ Data & Automation](https://docs.vinsi.ai/crm/admin/data-automation) points at it. **Who can use it:** org admins and owners, and any member who can open CRM Configuration. There is no separate SMS Templates permission entry, so access cannot be granted or revoked for this card on its own. #### Add, edit, reorder, delete 1. Open **SMS Templates** and click **New SMS Template** at the bottom of the panel. 2. Enter a **Template Name \*** (for example _Appointment Reminder_) and pick an **Icon**. 3. Write the **Message \***. A live counter above the box shows the character count and how many SMS segments it will use. 4. Click **Create**. The button stays disabled until both the name and the message have content. Use the pencil icon and **Save** to change a template later. 5. Use the up and down arrows to reorder the list. 6. Click the red trash icon to delete. A window titled **Delete SMS Template** names the template and warns: _This action can't be undone. Workflows using this template will fall back to their inline message._ Confirm with **Delete Template**. #### Fields and limits | Field | Default | Limits | | ------------- | ---------------------------- | ----------------------------------------------------------------------------------------------------------- | | Template Name | None — required | Up to 100 characters. | | Icon | Message | Same eleven icons as email templates. | | Message | None — required | Plain text only, no formatting and no attachments. No hard length limit; 160 characters is one SMS segment. | | Order | New templates are added last | Changed with the arrow buttons only. | #### Merge tags The hint under the Message box lists the four most common tags, but the workflow engine fills in all of these when it sends: | Tag | Fills in | | ---------------------------------- | ------------------------------------------------------------------------ | | {{name}} | The contact's first name, or their full name when there is no first name | | {{first\_name}} / {{last\_name}} | First and last name | | {{full\_name}} / {{contact\_name}} | First and last name together | | {{email}} | The contact's email address | | {{phone}} | The number the message is being sent to | | {{company}} | The company on the contact | | {{lead\_status}} / {{disposition}} | The contact's current lead status and disposition | | {{deal\_name}} / {{deal\_stage}} | The deal that triggered the workflow, when there is one | A tag with no value is replaced with nothing, so the sentence around it still has to read correctly when the field is empty. #### Using a template in a workflow 1. Open [Data & Automation](https://docs.vinsi.ai/crm/admin/data-automation) → **Workflows** and add a **Send SMS** action. 2. Pick your template from the **SMS Template** dropdown. Choosing one copies its text into the **Message** box below; choosing **Custom (no template)** leaves whatever text is there as a one-off message. 3. Choose the **From Phone Number** the text is sent from. 4. Choose **To** — _Phone (Primary)_, _Phone 2_, or _Phone 3_. If the contact has no number in that slot, the action fails for that contact. #### What happens to existing records - Editing a template updates every future workflow run that points at it, even though the workflow node still shows the copy that was made when you picked it. The live template text always wins at send time. - Deleting a template makes each workflow fall back to the text sitting in its own **Message** box. If that box is empty, the Send SMS step fails with _No SMS message configured_. The segment counter measures the text as you typed it. Merge tags expand when the message is sent, so a message that reads as one segment in the editor can become two once a long name or company is filled in. Leave yourself some room. ### Custom Tabs A custom tab adds an extra tab to the contact, company, deal, or engagement window, with your own fields inside it. Use it to group information that does not fit the standard record — qualification questions, shipping details, preferences. The list shows every tab you have created across all four record types. **Who can use it:** org admins and owners, plus anyone granted the **Custom Tabs** permission. Write access is required to open a tab for editing and to delete one. #### Create a tab 1. Open **Custom Tabs** and click **New Tab** at the bottom of the panel. 2. Under **Apply To \***, choose **Contact**, **Company**, **Deal**, or **Engagement**. This cannot sensibly be changed later without stranding the values already saved. 3. Enter a **Tab Name \*** (for example _Qualifications_, _Preferences_, _Shipping_) and pick an **Icon**. 4. Click **Add Field** for each field you want on the tab and fill it in — see the field table below. 5. Click **Create Tab**. The tab now appears on every record of that type. #### Edit, reorder fields, delete 1. Click a tab's row to open **Edit Tab**, make your changes, and click **Save Changes**. 2. Inside the editor, use the chevron up and chevron down buttons on a field card to move it, and the trash button to remove it. The fields render on the record in this order. 3. To remove a whole tab, click the red trash icon on its row. A window titled **Delete Custom Tab** asks _Delete this custom tab?_ and warns _This will permanently remove the tab and all saved field values for every record._ Confirm with **Delete Tab**. #### Tab settings | Setting | Default | Limits | | --------- | --------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------ | | Apply To | Contact | One of Contact, Company, Deal, Engagement. | | Tab Name | None — required | Up to 100 characters. Duplicate names are allowed, so keep them distinct yourself. | | Icon | Layout | 20 choices: Award, Bookmark, Box, Clipboard, Database, File, Flag, Folder, Heart, Home, Info, Layout, Location, Settings, Shield, Sliders, Star, Tag, Tool, Truck. | | Tab order | Newest tab last | There is no control for reordering tabs. | #### Field settings inside a tab | Setting | Default | Notes | | ---------------- | --------------- | ------------------------------------------------------------------------------------------------------ | | Field Name | None — required | Every field must have a name or the tab will not save (_All fields need a name_). | | Type | Text Input | Text Input, Text Area, Dropdown, Section Title, Calculated. | | Placeholder | Empty | Text Input and Text Area only. | | Dropdown Options | None | Dropdown only. Each option is a label plus an optional notification email. | | Formula | Empty | Calculated only. Reference other fields as {Field Name}; supports \+ - \* /, parentheses, and numbers. | | Role Access | Admin | Owner, Admin, or Member. | | Section Title | — | Renders as a heading on the tab. No value is stored. | The option email is explained in the editor: enter an email next to an option to notify that address whenever this option is selected on a record. It uses your organization's SMTP settings from[ Team Settings](https://docs.vinsi.ai/crm/admin/team-settings) → Email Settings, and only fires when the value actually changes to that option. #### What happens to existing records - **Renaming the tab** is safe — the values already entered stay attached and keep showing. - **Renaming a field inside a tab** is not. The values users have already typed are stored against the old field name, so they stop appearing under the new one. Add a new field instead of renaming a field that is already in use. - **Deleting the tab** is permanent. It removes the tab, every field on it, and every value that has been saved on every record — including any Custom Field you attached to that tab. This cannot be undone. Deleting a tab is the one destructive action in CRM Configuration that really does delete data. Everything else on this page hides an option and keeps the saved values. Read the confirmation text before you click **Delete Tab**. ### Custom Fields Custom Fields creates a single field on contacts, companies, deals, or engagements. A field can sit directly in the record's main section, or you can attach it to one of your [Custom Tabs](https://docs.vinsi.ai/crm/admin/crm-configuration#crm-cfg-custom-tabs) — it does not need a tab at all. This is the screen to use when you want one extra box on a record rather than a whole new tab. **Who can use it:** org admins and owners, plus anyone granted the **Custom Tabs** permission — Custom Fields shares that entry and has none of its own. #### Create a field 1. Open **Custom Fields** and choose the record type with the pills at the top: **Contact**, **Company**, **Deal**, or **Engagement**. The list below only shows fields for the selected type. 2. Click **New Field** at the bottom of the panel. 3. Enter a **Field Name \*** (for example _Budget_, _Region_, _Preferred Contact Method_) and pick a **Type**. 4. Set **Required** and **Unique** if you need them, choose a **Width** or tick **Full row**, and fill in whatever extra boxes the type reveals. 5. Choose where it renders under **Tab** — **Main section (no tab)** or one of the custom tabs for that record type. 6. Click **Create Field**. Use a row's pencil icon and **Save Changes** to edit it later. Fields render in the order they were created. There is no reorder control on this screen; to control position, put the fields on a custom tab, where they can be reordered with the chevron buttons. #### Delete a field 1. Click the red trash icon on the field's row. 2. The **Delete Custom Field** window asks _Remove this custom field?_ and explains: _It stops showing on forms/grids but saved values are kept — you can restore it later from the database if needed._ Confirm with **Remove Field**. #### Field settings | Setting | Default | Limits and notes | | ----------- | --------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | Field Name | None — required | Up to 255 characters. Must be unique for that record type — a duplicate is refused with _A field named "…" already exists for …_. | | Type | Text Input | See the type table below. | | Required | Off | The record cannot be saved while the field is blank; the user sees _"Field" is required_. Hidden for Section Title. | | Unique | Off | No two records of that type may hold the same value; a clash is refused with _"Field" must be unique — "value" is already in use_. Blank values are exempt. Unique fields cannot be bulk-edited. Hidden for Section Title. | | Width | Half | Quarter, Third, Half, or Full. Greyed out while **Full row** is ticked. | | Full row | Off | Overrides Width and makes the field span the whole form row. | | Placeholder | Empty | Up to 255 characters. Offered for Text Input and Text Area only. | | Tab | Main section (no tab) | Main section renders the field directly on the record; a tab renders it inside that tab. Only tabs belonging to the selected record type are listed. | #### Field types | Type | What the user sees | Extra setup | | ------------- | ----------------------------------------------- | ----------------------------------------------------------------------------------------------------------------- | | Text Input | A single-line box | Optional placeholder | | Text Area | A multi-line box | Optional placeholder | | Dropdown | A list of options you define | **Dropdown Options** — type a label and press Enter or click **Add**. Each option can carry a notification email. | | Section Title | A heading on the form | None. No value is stored, and Required and Unique do not apply. | | Calculated | A read-only number worked out from other fields | **Formula**, for example {Seat Count} \* {Hourly Rate} \* 173 | | Relation | A box that holds a link to another record | **Related To** — Contact, Company, Deal, or Engagement | #### Calculated fields Reference another field on the same record by wrapping its name in braces, as in `{Seat Count} * {Hourly Rate}`. A formula may contain field references, numbers, a decimal point, `+`, `-`, `*`, `/`, and parentheses — nothing else. Percentages, exponents, functions, and text are not supported. - If any referenced field is empty or not a number, the calculated field shows `--`. - The result is formatted as currency when the field name contains _revenue_, _amount_, _price_, _cost_, _total_, _rate_, _fee_, _salary_, or _budget_. Otherwise it is shown as a plain number with up to two decimals. - The formula is not checked when you save it. A typo or a misspelled field name simply shows `--` on every record, so test it on a real record after creating it. #### Relation fields A relation field stores the id of the related record. The form itself says so: _Stores the related record's id. No search picker yet — enter the id directly when filling out the field._ On the record the box is labelled with your field name followed by the record type in brackets, with the placeholder _Record id_. Until a search picker is added, whoever fills the field has to know the numeric id of the record they are linking to. #### What happens to existing records - **Renaming** a custom field changes the label people see and keeps every value already entered. - **Moving** a field between the main section and a tab, or between tabs, keeps its values. - **Removing** a field hides it from forms and grids but keeps the saved values in the database. There is no way to bring it back from the admin screen. - **Deleting the tab** a field is attached to is different — that permanently removes the field and all of its values. Move the field to the main section first if you want to keep it. Turning on **Unique** after records already exist does not clean up duplicates that were saved earlier. It only blocks new clashes from the moment you switch it on. ### Dashboard Widgets As the panel explains: create dashboard widgets that all team members can add to their CRM dashboard. Widgets can show text notes, KPI metrics, data lists, or visual charts from contacts, companies, deals, tickets, and engagements. Everything you create here is organization-wide. **Who can use it:** org admins and owners, plus anyone granted the **Dashboard Widgets** permission. Write access is required for the **New Widget** button. #### Create a widget 1. Open **Dashboard Widgets** and click **New Widget** at the bottom of the panel. 2. Enter a **Widget Title \*** (for example _Open Deals This Month_) and pick an **Icon**. 3. Choose a **Widget Type \***: **Text Note**, **KPI Metric**, **Data List**, or **Chart**. 4. Fill in the settings that type reveals — see the tables below. 5. Optionally click **Add Filter** to narrow the records. Each filter is a field, an operator (_Equals_, _Not Equals_, _Contains_, _Greater Than_, _Less Than_), and a value. With no filters the widget looks at all records. 6. Click **Create**. Use a row's pencil icon and **Save** to change a widget later. #### Create a widget with the AI assistant 1. In the **AI Widget Creator** box at the top of the panel, describe the widget in plain English, or click one of the suggested chips such as _Pie chart of deals by stage_ to fill the box. 2. Click **Create** (or press Enter). 3. The widget is built and saved straight away — there is no preview step. Open it with the pencil icon afterwards to check the data source, filters, and title. #### Settings by widget type | Type | Settings | Defaults | | ---------- | ------------------------------------------------------------------------------------------------------------------------------ | ------------------------------------------------------------------------------------------ | | Text Note | **Content \*** | Empty. Static text, no data source. | | KPI Metric | **Data Source \***, **Time Range**, **Aggregation \***, and **Numeric Field \*** when the aggregation is Sum or Average | Contacts · All Time · Count | | Data List | **Data Source \***, **Time Range**, **Display Fields \***, **Show**, **Sort By**, **Direction** | Contacts · All Time · first three fields · 5 items · Created Date · Newest / Highest First | | Chart | **Data Source \***, **Time Range**, **Chart Type \***, **Group By \***, **Value**, and **Numeric Field \*** for Sum or Average | Contacts · All Time · Bar Chart · Count of Records | #### Options and limits | Setting | Options | Notes | | ------------------- | --------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | Widget Title | Free text — required | No length limit. The Create button stays disabled while it is empty. | | Icon | Document, Chart, Trending, Target, Award, Bookmark, Clipboard, Flag, Info, Link, Message, Zap | Defaults to Document. | | Data Source | Contacts, Companies, Deals, Tickets, Engagements, plus each of your custom tabs | Changing the source clears the filters and resets the field choices. | | Time Range | All Time, Today, This Week, This Month, This Quarter, This Year | Defaults to All Time. | | Aggregation / Value | Count, Sum, Average | Sum and Average need a numeric field. Only Deals (Amount) and Engagements (Total Price, Recurring Amt) have one — for Contacts, Companies, and Tickets the form says _No numeric fields available for this data source. Use Count instead._ | | Chart Type | Bar Chart, Pie Chart, Line Chart, Doughnut, Horizontal Bar | Charts show at most the top 15 groups. | | Group By | Text fields of the chosen source | Numeric and date fields cannot be grouped on. | | Show | 3, 5, 10, or 15 items | Data List only. | | Filters | Any number | Values come from a dropdown where the field has known options, otherwise free text. | | Size and color | Not configurable | Lists and charts render at half width, KPI and text notes narrower. | #### How team members get the widget - A new widget appears on everyone's CRM dashboard automatically — nobody has to add it. - On the dashboard, **Add Content** lists your widgets under **Organization Widgets**, each marked _Admin Widget_, with a toggle to show or hide it for that person only. - Each person can drag their cards into whatever order they like, and use a card's menu to **Rename** it or **Remove from Dashboard**. Both choices are personal and do not affect anyone else. - Members only see their own records in data widgets — contacts, deals, tickets, and engagements are limited to the ones they own. Companies are not limited this way. #### Rename and delete - Renaming a widget updates the title for everyone — except for anyone who renamed that card on their own dashboard. Their personal name wins from then on. - Changing a widget's type, data source, or filters takes effect for everyone immediately. - Deleting asks _Delete this dashboard widget? Users who have it on their dashboard will no longer see it._ Confirm and the card disappears from every dashboard. There is no reorder control here — widgets are listed in the order they were created. The AI assistant saves what it builds without showing it to you first, and it does not know your organization's own lead statuses, sources, or stage names. Always open an AI-generated widget and check the filter values against your[ pipeline stages](https://docs.vinsi.ai/crm/admin/crm-configuration#crm-cfg-pipeline) and [lead statuses](https://docs.vinsi.ai/crm/admin/crm-configuration#crm-cfg-lead-statuses). ### Custom Objects Custom objects are whole new record types with their own fields, list page, and reports — for anything the standard contact, company, deal, and engagement records do not cover, such as Properties, Assets, or Claims. The panel describes them as custom objects and entities that handle different logic and store any type of data. **Limited availability.** The Custom Objects card is not switched on for every organization. If you do not see it in the CRM Configuration section, contact your VINSI representative. **Who can use it:** org admins and owners, plus anyone granted the **Custom Objects** permission, in an organization where the feature is enabled. #### Create an object 1. Open **Custom Objects** and click **Add Custom Object**. 2. Fill in **Name**, **Singular Label**, and **Plural Label**. Typing the name fills the two labels in for you — check the plural, because it is simply the name with an _s_ added. 3. Click **Save**. The object editor opens with seven tabs: **General**, **Object Fields**, **Tabs Configuration**, **Table Columns**, **Search Bar**, **Populate Data**, and **Report Configuration**. #### Add fields and lay out the form 1. On **Object Fields**, click **New Field**. 2. Pick a **Field Type**, then on the **Information** step fill in **Name of the field**, an optional **Custom label** and **Placeholder**, and tick **Is Required** or **Is Unique** if needed. The right-hand **Preview** shows how the field will look. 3. Number, Dropdown List, Radio Button, Relation, Text Area, and Auto Number fields each reveal their own extra settings — minimum and maximum, the list of options, the entity to relate to, the number of rows, or the prefix, suffix, padding, and date format of the generated number. 4. Use the **Form Builder** on the right to drag fields into position, and tick **Use the entire row** on a field that needs the full width. Click **Save form**. 5. On **General**, set the **Display Format** that controls how a single record is labelled in lists — wrap each field in braces, as in `{First Name} {Last Name}`. Add at least one field before setting this. #### Finish the setup 1. **Tabs Configuration** — optionally pick one Dropdown List or Radio Button field whose options become tabs above the record table. Choose **None (no tabs)** to turn this off. 2. **Table Columns** — choose which fields appear as columns and in what order. Left alone, the first seven fields are used. 3. **Search Bar** — choose the fields the page search box should match on. Dropdown, radio, and relation fields are handled by the column filters instead and are not listed. 4. **Populate Data** — add records one at a time with **New Record**, or bulk-load them under **Import from CSV**. Column names must match the object's field names; use **Download Template** to get the right header row. Relation fields are not supported in CSV imports. 5. **Report Configuration** — build reports over the object as Table, Bar, Line, Pie, or KPI. #### Settings and limits | Setting | Default | Notes | | ----------------------------- | -------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | | Name | None — required | Also determines the page address and how per-member access to the object is identified. | | Singular Label / Plural Label | Copied from the name | Used in buttons and headings such as _New …_ and _List of …_. | | Visible in header menu | On | Controls whether the object appears in the navigation menu. | | Display Format | Empty | Wrap field names in braces; combine several to build a label. | | Object order | Added last | Changed with the up and down arrows on the object list. | | Field types | — | Input Text, Input Number, Checkbox, Radio Button, Date Picker, DateTime Picker, Time Picker, Dropdown List, Relation, Text Area, Input Email, Input Password, Switch, Input Autocomplete, Auto Number. | | Field limits | — | No cap on the number of objects, fields, or options. | #### What happens to existing records - **Renaming a field** is safe — the values on existing records stay attached. - **Removing a field** hides it and its values without deleting them. - **Deleting an object** hides it and its records rather than erasing them, but there is no confirmation prompt and no way to restore it from the admin screen — one click on the trash icon is enough. - **Renaming an object** changes its page address and the identifier its per-member access is granted against. Existing links stop working, and members who had been given access to the object may lose it until an admin grants it again under the new name. Do not delete an object and then create a new one with the same name. Reusing the name reactivates the old object and clears its field definitions, which leaves the records that were captured earlier stranded and unreadable. Choose a different name instead. ### Custom Labels As the panel explains: rename the Contact and Company objects for your organization. This only changes what your team sees — it does not affect other organizations. A medical practice can call companies _Clinics_, a property manager can call them _Buildings_, and the menu, page titles, buttons, and form labels follow. **Who can use it:** only org admins and owners can save a change here. Anyone granted the **Custom Labels**permission can open the card and read the current labels, but saving is refused for anyone below admin. #### Rename Contact or Company 1. Open **Custom Labels**. There is one card for **Contact** and one for **Company**. 2. Type the new wording into **Singular label** and **Plural label**. The boxes show the current defaults as grey placeholder text. 3. Click **Save** on that card. Each card saves on its own. 4. To go back, click **Reset to default** — this fills the boxes with the original wording but does **not** save on its own. Click **Save** afterwards. #### Fields and limits | Field | Default | Limits | | ------------------------ | --------- | --------------------- | | Contact — Singular label | Contact | Up to 250 characters. | | Contact — Plural label | Contacts | Up to 250 characters. | | Company — Singular label | Company | Up to 250 characters. | | Company — Plural label | Companies | Up to 250 characters. | Only Contact and Company can be renamed. Deal and Engagement always keep their own names. #### Where the new wording shows up - The navigation menu entries for [Contacts](https://docs.vinsi.ai/crm/contacts) and Companies. - The Contacts and Companies page headings, and the contact and company windows. - The company picker and _Add company_ window used from a contact. - The [Deals](https://docs.vinsi.ai/crm/deals) page and the new-deal form. - Workflow lists and the workflow builder on [Data & Automation](https://docs.vinsi.ai/crm/admin/data-automation). - The record-type pills on [Custom Tabs](https://docs.vinsi.ai/crm/admin/crm-configuration#crm-cfg-custom-tabs) and [Custom Fields](https://docs.vinsi.ai/crm/admin/crm-configuration#crm-cfg-custom-fields), and the relation-field picker on [Custom Objects](https://docs.vinsi.ai/crm/admin/crm-configuration#crm-cfg-custom-objects). #### What happens to existing records Nothing — a label is only wording. No contact or company data is changed, no field is renamed, and reports and exports are unaffected. After saving, reload the page. The navigation menu keeps showing the previous wording until the browser reloads, and teammates who already have the CRM open will keep seeing the old label until they refresh too.