Data Management

FAQs Data Management

Q: What’s the difference between an entity and a record?

A: An entity is a category like People or Companies; a record is a specific item in that category (e.g., “John Smith” under People).

Q: Can I delete or rename standard entities?

A: No. Standard entities are built into Dalil and cannot be removed or renamed. However, you can choose to hide them from the sidebar if not in use.

Q: Can I create pipelines for custom entities?

A: Yes! Pipelines are supported on both standard and custom entities.

Q: How many fields can I add to an entity?

A: There’s no hard limit, but keeping your schema clean and organized improves usability and performance.

Q: Can I link data across entities?

A: Absolutely. Use relationship fields to connect People to Companies, Companies to Opportunities, or custom entities to one another.

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