Work with custom records

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

Creating. Ny {{label}}, fill in the fields, Opprett {{label}}. Ingen {{labelPlural}} ennå. Opprett den første. is the starting state.

On a record, the tabs are Oversikt, Aktiviteter, Dokumenter and Hendelser, with Hurtighandlinger for Ring and E-post.

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 Slett valgte on what you tick.

Exporting. Eksporter {{labelPlural}} — Velg hvilke kolonner som skal være med i CSV-filen for {{labelPlural}}. See Export a list to Excel or CSV.

Deleting several. Slett valgte: Dette fjerner {{count}} {{labelPlural}} og alt som er registrert på dem. Det kan ikke angres. You are told Slettet {{count}} oppføringer, or Slettet {{deleted}}, men {{failed}} kunne ikke fjernes when something held a record back.

Two errors and what they mean:

• Det finnes ingen egendefinert objekttype med navnet <code>{{entityKey}}</code>, eller den er deaktivert. — the object was disabled or deleted. Ask an administrator.
• Egendefinerte objekter er ikke aktivert for dette arbeidsområdet. — the feature is not on for your workspace at all: Turn features on and off.