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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 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…
