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Set up your customer list

By the end of this guide, you will have a working customer list your team can search, filter, and update.

What you'll need before you start

  • An Engine Awesome account with Administrator access.
  • A few minutes to decide what information you want to track for each customer.

Step 1: Create a Contacts Object Type

  1. Go to Settings.
  2. Click Object Types.
  3. Click the + icon.
  4. Type Contacts as the name.
  5. Click Create.

Step 2: Add your core fields

Add the fields your team will use most often. You can always add more later.

For a basic customer list, start with these:

  1. Click Add Field.
  2. Choose Name. Label it Full Name. Click Save.
  3. Click Add Field again.
  4. Choose Email. Label it Email. Click Save.
  5. Click Add Field again.
  6. Choose Phone Number. Label it Phone. Click Save.
  7. Click Add Field again.
  8. Choose Dropdown. Label it Status. Add options like Lead, Active, Inactive. Click Save.

Step 3: Set the Item Label

The Item Label controls how each contact appears in dropdowns and linked records.

  1. In your Contacts Object Type, find Item Label Fields.
  2. Click Add and select Full Name.
  3. Click Save.

Step 4: Build the list screen

  1. In your Contacts Object Type, click Create Layout.
  2. Choose Collection.
  3. Name it All Contacts.
  4. Click Create.
  5. In the layout editor, click Add Block and add a List Table block.
  6. Select the fields to show as columns: Full Name, Email, Phone, Status.
  7. Click Save.

Step 5: Build the detail screen

  1. Click Create Layout again.
  2. Choose Item.
  3. Name it Contact Detail.
  4. Click Create.
  5. Add all your fields to this layout so your team can view and edit each contact.
  6. Add a Save action button.
  7. Click Save.

Step 6: Add to navigation

  1. Go to Settings → Navigation.
  2. Find All Contacts and drag it to the position you want.
  3. Click Save.

Your team can now click All Contacts in the sidebar to see the full list.

What to do next

← PreviousLink related recordsNext →Create a dashboard