Cloudesk Custom objects
Add the fields your business needs to the records Cloudesk already has — a warranty period on items, a uniform size on employees, a site code on tickets — and make whole new kinds of records, like site visits, licences or samples, numbered and linked to your items, contracts and each other. Rules check what's saved, imports fill thousands at once, and bulk changes can be undone.
Real screenshots from the app, using a demo workspace.
How it works
Text, numbers, amounts, dates, lists, yes/no, web links, email, phone — or a link to another record.
“When grade is A, warranty must be at least 12 months” — plain conditions, no code.
On each record, from a spreadsheet, or by picking many records and changing them together.
The tour
01Your own records
Make a new kind of record — showroom visits, warranty claims, licences, samples — with exactly the fields you need. Each gets its own list, numbering, search, import and export.
02Built-in records too
Items, employees, tickets and other built-in records take your own fields as well. They show on the record's page, alongside everything that links back to it.
03Connected
Link a custom record to a product and the product shows it too — here, the warranty claim and showroom visits for one lamp, next to the fields you added.
04Rules
Say what must be true — an order needs a visit date, furniture needs a warranty — and a save that breaks it is stopped with your message. Rules apply to edits, bulk changes and imports.
In detail
Items, suppliers, employees, projects, assets, vehicles, tickets, students, patients and contracts.
We'd rather be upfront than surprise you later:
They're removed from every record — so you're asked to type the field's key first, and a field a rule uses can't be deleted.
Only before any record has a value in it; after that, add a new field.
Next up: Cloudesk Education →
