Custom Objects
11 articles
Associations
- Associations among ObjectsThis document provides a comprehensive overview of the "Association for Custom Objects" feature, detailing how users can establish associations between custom objects and contacts or between custom objects themselves. In This Article - Creating Associations - Managing Associations - Associating
- Custom Object Associations: How to Create, Manage, and Link RecordsCustom 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 connect custom objects with each other for better data visib
Getting Started with Custom Objects
- Getting Started with Custom ObjectsCustom Objects let you model anything your business tracks that doesn’t fit neatly into Contacts, Companies, or Opportunities. They’re ideal when your CRM needs to reflect real-world entities, relationships, or processes unique to your business. Admins can define Custom Objects from Object Settings,
- Creating and Editing Custom ObjectsCreate 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, plus FAQs and links to related features such as SmartLists, Workflows, and
- Custom Objects Guide: Organize Your CRM Data BetterCustom 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 they are the right fit for your needs. Custom Objects help you organize and manage data that does not fit i
- Complete Guide to Creating and Managing Custom Object RecordsCustom 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 accessible. By following these steps, you can maintain clean, scalable records
- Custom Object Access Guide: Features, Limitations & UpgradesCustom 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 snapshots—helping you manage and organize your data without
- Import Companies & Custom Objects Using a CSV FileThis 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 useful when migrating data from another CRM, onboarding new clients, or maintaining structured
Managing Custom Object Records
- Advanced Filters for Custom ObjectsAdvanced 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 most. TABLE OF CONTENTS - What are Advanced Filters? - Key Benefits of Advanced Filter
- Custom Object List View: Sort & Customize DataCustom 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 makes it easier to focus on what matters most and streamline your daily workflow. TABL
- Bulk Delete and Restore Records for Custom Objects, Companies, and TasksCRM • Bulk Actions • Data Management Bulk Delete and Restore Records for Custom Objects, Companies, and Tasks Bulk delete lets you remove multiple Custom Object, Company, or Task records in one action instead of deleting them individually. This is useful for cleanup after imports, test data, duplica