Managing Custom Object Records
Managing Custom Object Records
3 articles
- 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