> ## Documentation Index > Fetch the complete documentation index at: https://docs.sapt.ai/llms.txt > Use this file to discover all available pages before exploring further. # Make your own record types > Track vehicles, jobs or anything else in the Sapt CRM. Add your own fields, tie each record to a customer, and import or export rows. Contacts are built in. Everything else your shop keeps track of, like vehicles, estimates or warranties, can be its own record type with its own fields. This page walks through one example: a shop that keeps each customer's **Vehicle** with its year, make, model and mileage. ## Make a Vehicle record type Open **CRM**. Click the sliders icon at the right end of the tabs, then **New record type**. The **New object type** window opens. The sliders menu with Edit tabs, New record type and Manage data types Type `Vehicle` in **Name**. Use one of something, not many: Sapt adds the "s" where it needs one. A **Description** is optional. Leave **Accept public submissions** off unless a website form should save here. Click **Create**. The New object type window with Create schema from CSV, Name, Description and the Accept public submissions switch turned off Your new Vehicle table opens, empty. Click the pencil next to **Vehicle**. The **Edit type** panel opens. Under **Fields**, click **Add field**. Type `Make` in **Field name**, pick **Text** and click **Add field**. Do the same for **Year** (Number), **Model** (Text) and **Mileage** (Number). Fields in the Edit type panel: Make and Model as Text, Year and Mileage as Number, and the Add field button Close the panel and click **New**. In **Create vehicle**, **Name**, **Email** and **Phone** belong to the owner. Type Maya Chen and her email, [maya.chen@example.com](mailto:maya.chen@example.com), then Honda, 2018, Civic and 64200. Click **Create**. A Vehicles table with five vehicles, each with its owner's email and a status such as In the bay, and the New button at the top right Open Maya Chen in your contacts. The vehicle is on her **Records** tab. Sapt links each record to the contact with the same phone or email. If no contact has it, Sapt adds a new contact with the name you typed, so type the owner's name, not the vehicle's. On the vehicle's own page, **Name**, **Email** and **Phone** show that contact. A vehicle's page with its stage, In the bay. Name and Email show its owner, Maya Chen, above Make, Year, Model and Mileage. When you make a record type from inside a workflow (**Create new type**), the window also offers ready-made starts under **Recommended**: Communication, Company, Inquiry, Deal, Order and Note. ## Field types When you click **Add field**, pick what people will enter: The Add field window with Last service as the Field name and Date picked from the field types | Type | Use it for | | - | - | | **Text** | Names, notes or links. Under **Text format** you can make it an **Email address**, **Phone number** or **Website link**. | | **Number** | Mileage, prices, counts | | **Yes / No** | A yes or no answer, like "Fleet account" | | **Date** | A date, with an optional time | | **Dropdown** | A choice from your own options, like "Gas, Diesel, Hybrid, Electric" | | **Image**, **Video**, **Document** | Photos, videos and PDFs | | **Field group** | A few related fields kept together | Click a field's name to rename it. Click the three dots beside it to open **Field Settings**, where you can tick **Required field**. ## The record type's settings Everything below lives in the **Edit type** panel (the pencil next to the type's name). **Link to Person.** For record types you make, this is always on. A record that carries a phone or email links to the contact who has it, and shows on that contact's **Records** tab. **Accept public submissions.** Turn this on when a form on your website should save into this type, like a "Request a quote" form. Leave **Strict schema** off. Then pick the type under **Save inquiries to** in the form's settings. See [Forms](/docs/mintlify/website/forms). **Spam moderation.** For types that accept public submissions, this holds suspicious ones for review before any workflow runs. **Stages.** Give the type steps like Booked, In the bay and Paid. See [Stages](/docs/mintlify/crm/pipelines). **Danger zone.** Click **Show**, type the type's name and click **Delete**. This deletes the type and every record in it. There is no undo. ## Connections A connection ties a record type to a content collection, like your **Services**. Each record then gets a list of the services that go with it. In **Edit type**, under **Connections**, click **Add connection**. Connections in the Edit type panel, with an Owner connection to contacts and the Add connection button Under **Connect to**, pick a collection, like **Services**. Collections are listed under **Content collections**, and your record types under **CRM**. The Connect to menu: Contact, Private review, Vehicles and Website inquiries under CRM, and Pages, Specials and Website layout under Content collections Give each side a label, for example **Services** on the Vehicle and **Vehicles** on the service. Choose whether one can link to many, then click **Create connection**. Add connection from Vehicles to Contact: labeled Owner on the vehicle and Vehicles on the contact, where one contact can link to many vehicles Open a vehicle. Its **Services** section has an **Add** button. Tick the services and click **Add**. **Connect to** also lists your other record types, including contacts. Links between two record types show on a record once they exist, but you cannot add them by hand yet. To tie a record to a customer, give it their phone or email. ## Your tabs A new record type sits under **More** until it has records. To choose the tabs everyone sees, click the sliders icon, then **Edit tabs**. Tick the types you want, order them with the arrows and click **Save**. The Edit tabs window with People and Vehicles ticked, Private review and Website inquiries unticked, and arrows to reorder Types you untick stay one click away under **More**. To open any type's settings, click the sliders icon, then **Manage data types**, and pick it. ## Table and board Each record type opens as a table. Once it has stages, a **Table** and **Board** switch appears above it. The board shows one column per stage. See [Stages](/docs/mintlify/crm/pipelines). ## Start from a spreadsheet Already keep vehicles in a spreadsheet? In the **New object type** window, click **Create schema from CSV** and drop a CSV file. 1. Under **Review fields**, untick columns you do not want, rename fields and fix their type. 2. Leave **Add matching People automatically** on if the file has an email or phone column for the owner. 3. Click **Create**. This builds the fields only. To bring the rows in, use **Import rows** next. ## Import rows Open the record type, click the **More actions** button (three dots) and pick **Import rows**. It works like [importing contacts](/docs/mintlify/crm/contacts#import-contacts-from-a-spreadsheet): drop a CSV or Excel file, check the columns, click **Import records**. ```csv theme={null} Name,Phone,Year,Make,Model,Mileage Maya Chen,(937) 555-0123,2019,Honda,Civic,84000 Luis Ortega,(937) 555-0188,2016,Ford,F-150,121500 ``` ## Export Click **Export**, then pick all matching rows or only the rows you ticked. You get a CSV file. **Filters** apply to the export too. ## Keep going This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.