Work with custom records

Open the object from the sidebar. The list is titled with your plural label, shows Antal {{labelPlural}}, and offers Søg i {{labelPlural}} plus the same filters, columns and saved views as every other list: Filter a list.

Creating. Ny {{label}}, fill in the fields, Opret {{label}}. Ingen {{labelPlural}} endnu. Opret din første. is the starting state.

On a record, the tabs are Oversigt, Aktiviteter, Dokumenter and Begivenheder, with Hurtighandlinger for Ring and E-mail.

The Aktiviteter tab is what makes these real CRM records rather than rows in a table: notes, calls and meetings are logged against them the same way they are against a customer.

On the customer card. A customer's own records — their cars, machines, heat pumps — are gathered on the Objekter tab, one list per link, so you do not have to go to the object's own page and filter. That list behaves like the full one: search, filters, the column picker, sorting, tick-boxes down the left margin and Slet valgte on what you tick.

Exporting. Eksportér {{labelPlural}} — Vælg hvilke kolonner der skal med i CSV-filen for {{labelPlural}}. See Export a list to Excel or CSV.

Deleting several. Slet valgte: Dette fjerner {{count}} {{labelPlural}} og alt, der er registreret på dem. Det kan ikke fortrydes. You are told Slettede {{count}} poster, or Slettede {{deleted}}, men {{failed}} kunne ikke fjernes when something held a record back.

Two errors and what they mean:

• Der findes ingen brugerdefineret objekttype med navnet <code>{{entityKey}}</code>, eller den er deaktiveret. — the object was disabled or deleted. Ask an administrator.
• Brugerdefinerede objekter er ikke aktiveret for dette arbejdsområde. — the feature is not on for your workspace at all: Turn features on and off.