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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 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…
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…
