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Control CRM fields, layouts, writable fields, duplicate matching, and record visibility from one settings surface.
What this feature is for
- Customer object settings define how People, Companies, Opportunities, and custom records behave.
- Use them to keep CRM fields, layouts, search, duplicate matching, and permissions consistent.
When to use it
- A team needs a new customer field or layout section.
- Some fields should be hidden, read-only, or writable by specific roles.
- Duplicate matching or search behavior needs to match how your team works.
Do it manually
- Open Customers and choose the object or record type you want to configure.
- Open object settings from the customer hub controls.
- Review fields, writable fields, relationships, layouts, and duplicate matching.
- Make the smallest setting change that supports the workflow.
- Preview the affected record view before using it with real customer work.
Ask Faster AI
Review our People object setup and suggest the fields and layout changes needed for a consultation business. Do not apply changes until I approve them.
Review before saving or publishing
- Confirm changes with teammates who use the CRM every day.
- Avoid removing fields that journeys, forms, imports, or reports depend on.
- Use clear field names that customers and teammates can understand.
Common mistakes and fixes
- If a field does not appear, check the layout and hidden-field settings.
- If a field cannot be edited, check writable-field and role settings.
- If duplicates are missed, review the matching fields before importing more records.
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Related help
Use it in daily operations
- Before saving, confirm the customer, company, owner, lifecycle stage, and next action are correct for the business process.
- When AI helps with customer context, ask it to summarize the record and list assumptions so a teammate can review without exposing private details publicly.
- Use tasks, notes, saved views, or pipeline updates to turn customer context into an explicit follow-up instead of leaving it only in the timeline.