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10 published articles
Advanced Filters allow you to quickly narrow down and locate specific records within your custom objects. By applying multiple conditions across fields, you can refine your data view and focus only on what matters…
CRM • Bulk Actions • Data ManagementBulk Delete and Restore Records for Custom Objects, Companies, and TasksBulk delete lets you remove multiple Custom Object, Company, or Task records in one action instead of deleting…
Custom object records allow you to store and manage structured data tailored to your business needs. This guide explains how to create, update, connect, and delete records efficiently while keeping your data organized and…
Create and manage Custom Objects to model data beyond Contacts and Opportunities—like Properties, Pets, Cases, or Vehicles. This guide shows where Custom Objects are supported across the app, how to set them up step-by-step,…
Custom Object access is now available across more plans, allowing you to use pre-built objects while maintaining controlled access to advanced features. This update introduces limited usage access, upgrade prompts, and upcoming support for…
Custom Object Associations allow you to connect records across different data types, helping you track relationships, organize information, and build more powerful workflows. This feature enables you to link contacts with custom objects or…
Custom Object List View provides a clean, table-based layout that helps you organize, scan, and manage your records more efficiently. By allowing you to sort data and control which fields are visible, this feature…
Custom Objects allow you to structure your data in a way that reflects how your business actually operates. This guide explains what Custom Objects are, when to use them, and how to decide if…
This article explains how to bulk import Companies and Custom Object records using a CSV file. You can create new records, update existing ones, or perform both actions in a single import.This feature is…
You can trigger automations in bulk for Company and Custom Object records, directly from their list views. Instead of waiting for records to meet a workflow trigger or processing them individually, users can select…
