How to Add and Manage Custom Records Per Contact
Track vehicles, properties, pets, or equipment for each customer using custom records in Local Business Pro.
Quick Answer: Open a contact's detail page, find the Records or Objects tab, and click Add to create a new vehicle, property, pet, or other custom record. Each contact can have multiple records.
What Custom Records Are
Custom records are industry-specific data attached to contacts. An auto shop tracks vehicles per customer. A vet tracks pets. An HVAC company tracks equipment units.
Step-by-Step: Adding a Record
- Navigate to Operations > Contacts
- Click View on the customer
- Find the Records or Objects tab
- Click Add and select the record type (Vehicle, Property, etc.)
- Fill in the record fields (Year, Make, Model for vehicles)
- Click Save
- The record now appears on this contact
Common Record Types
- Vehicles: Year, Make, Model, VIN, Color, Mileage
- Properties: Address, Type, Square Footage, Year Built
- Pets: Name, Species, Breed, Weight, Age
- Equipment: Brand, Model, Serial Number, Install Date
- Pools: Type, Size, Chemical System
Frequently Asked Questions
Q: How many records can one contact have?
A: No limit. A customer can have multiple vehicles, properties, etc.
Q: How do I set up custom record types?
A: Go to Settings > Records & Templates to create new record types and fields.
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Last updated: February 1, 2025