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Custom Objects
11 articles across 3 sections.
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 ac45
- Bulk Delete and Restore Records for Custom Objects, Companies, and TasksCRM • Bulk Actions • Data ManagementBulk Delete and Restore Records for Custom Objects, Companies, and TasksBulk delete lets you remove mult147
- Custom Object List View: Sort & Customize DataCustom Object List View provides a clean, tablebased layout that helps you organize, scan, and manage your records more efficiently. By allo51
- Send Bulk Email to Associated ContactsBulk Email • Companies • Custom ObjectsSend Bulk Email to Associated Contacts Send bulk emails directly from selected Company or Custom Obje
- Trigger Automations in Bulk for Companies and Custom ObjectsYou can trigger automations in bulk for Company and Custom Object records, directly from their list views. Instead of waiting for records to12
Getting Started with Custom Objects
- 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, upda164
- Creating and Editing Custom ObjectsCreate and manage Custom Objects to model data beyond Contacts and Opportunities—like Properties, Pets, Cases, or Vehicles. This guide show4,392
- Custom Object Access Guide: Features, Limitations & UpgradesCustom Object access is now available across more plans, allowing you to use prebuilt objects while maintaining controlled access to advance108
- 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 Custom2,037
- 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 o2,424