Custom objects

Lag dine egne objekttyper (som «Leasingbiler» eller «Kontrakter») med egne oppføringer og egendefinerte felt.

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 oppføring får automatisk et innebygd <strong>Navn</strong> (hovedtittelen), samt valgfrie kolonner for <strong>Status</strong> og <strong>Eier</strong>. Dette er ikke egendefinerte felt – legg til alt annet du trenger som egendefinerte felt etter at objektet er opprettet.

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

⟦Bare administratorer for arbeidsområdet kan administrere egendefinerte objekter.⟧

⟦Planen din inkluderer én egendefinert objekttype. Oppgrader til tillegget for flere egendefinerte objekter for å bruke flere samtidig.⟧