Managing Custom Object Records

Working with Custom Object Records

Custom objects allow you to store and organize unique types of data within your CRM, such as client projects, inventory items, or service records. This guide explains how to create, update, and manage records for any custom object you have configured.

Creating a New Record

To add a new entry to a custom object:

1. From the main navigation, select the custom object you want to work with (for example, "Projects" or "Inventory").
2. Click the Add button in the top-right corner of the screen. The button label will reflect your object's name, like "Add Project."
3. A form will open. Enter the value for the object's primary, required field.
4. Click Save to create the record. You can also select Save and Add Another to continue creating multiple records in sequence.

Note: When initially creating a record, you can typically only populate the primary field. Other fields can be edited afterward.

Editing an Existing Record

To modify a custom object record you've already created:

1. Navigate to the list view for your custom object and find the specific record you need to update.
2. Click on the record's name to open its detailed view.
3. Click the Edit button.
4. Make your changes to any available fields, which may include text boxes, number fields, or dropdown menus.
5. Click Save to apply your updates, or Cancel to discard them.

Associating Related Records

You can link other records from your CRM—like contacts, products, or opportunities—to a custom object record.

1. Open the custom object record you want to add associations to.
2. Find the Related Objects section within the record's details.
3. Click Add next to the type of object you wish to link (e.g., "Contacts").
4. Search for and select the specific record, then confirm the association to create the link.

Deleting a Record

To permanently remove a custom object record:

1. Open the record you intend to delete.
2. In the top-right corner of the record's detail view, click the menu (represented by three dots).
3. Select Delete Record from the dropdown menu.
4. Confirm the action in the prompt that appears.

Warning: Deleting a custom object record is permanent and cannot be undone. Please proceed with caution.

Importing Records via CSV

You can add or update multiple records at once by importing a CSV file.

1. Go to your custom object's main list view and click the Import button in the top-right corner.
2. Select the objects to begin the import process.
3. Choose an import mode. Create & Update is often used to add new records and modify existing ones.
4. If your object has multiple unique fields, you may be prompted to select which field to use for identifying duplicates.
5. Map the columns from your CSV file to the corresponding fields in your CRM. You must map any primary or required fields first.
6. You can also map optional fields, including record Owner and Followers.
7. If updating records, you can enable the Update empty values option to apply blank values from your CSV, though primary/required field exclusions still apply.
8. Click Start Import to begin the process.