Custom objects

Opret dine egne objekttyper (som »Leasingbiler« eller »Kontrakter«) med egne poster og brugerdefinerede felter.

Every business has something the standard CRM does not model. A leasing company has vehicles; a training company has courses; a property manager has buildings. A custom object gives that thing its own list, its own records and its own fields, and puts it in the sidebar next to everything else.

Custom object or custom field? This is the choice to get right, and it is not close once you ask the question properly:

• If the thing is a property of a customer — their contract number, their segment, their renewal date — it is a custom field on the customer. See Add a custom field.
• If the thing exists in its own right, can be listed, and there can be many of them per customer — it is an object.

One customer with fifteen leased cars is fifteen records, not fifteen fields.

What a record gets for free. Hver post får automatisk et indbygget <strong>Navn</strong> (hovedtitlen) samt valgfrie kolonner til <strong>Status</strong> og <strong>Ejer</strong>. Det er ikke brugerdefinerede felter – tilføj alt andet, du har brug for, som brugerdefinerede felter, når objektet er oprettet.

Records behave like any other CRM list — search, filter, columns, export, bulk actions — and have a detail page with Oversigt, Aktiviteter, Dokumenter and Begivenheder tabs. Work with custom records

⟦Kun administratorer for arbejdsområdet kan administrere brugerdefinerede objekter.⟧

⟦Din plan inkluderer én brugerdefineret objekttype. Opgrader til tillægget med flere brugerdefinerede objekter for at bruge flere på samme tid.⟧