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Fields and relationships define what your collection records can store. A thoughtful structure gives your team consistent data without making everyday work complicated.

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Three building blocks

Fields

Store facts such as a name, amount, date, status, percentage, or yes/no value.

Relationships

Connect records—for example an investment to a portfolio company or a project to its owner.

File links

Attach documents and evidence directly to the relevant business record.

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Choose the right field type

Use a type that matches the business meaning:
  • text for names and descriptions
  • number, currency, or percentage for measurable values
  • date and date-time for deadlines and events
  • select options for controlled statuses or categories
  • yes/no for clear conditions
  • relationship for another business record
  • file link for supporting material

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Keep the structure customer-friendly

  • use labels your team recognizes
  • add a short description when the meaning is not obvious
  • require only information that is truly needed
  • prefer controlled options for important categories and statuses
  • connect records instead of repeating the same information
  • review the structure before importing a large document set
Start with the minimum information needed for decisions and workflows. You can extend the collection as the process becomes clearer.
Changes to a collection structure can affect agent setup, existing records, reports, and dashboards. Coordinate substantial changes with the people who own those processes.