Work with custom records

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

Creating. Ny {{label}}, fill in the fields, Skapa {{label}}. Inga {{labelPlural}} än. Skapa din första. is the starting state.

On a record, the tabs are Översikt, Aktiviteter, Dokument and Händelser, with Snabbåtgärder 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 Objekt 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 Ta bort valda on what you tick.

Exporting. Exportera {{labelPlural}} — Välj vilka kolumner som ska ingå i CSV-filen för {{labelPlural}}. See Export a list to Excel or CSV.

Deleting several. Ta bort valda: Detta tar bort {{count}} {{labelPlural}} och allt som registrerats på dem. Det går inte att ångra. You are told Tog bort {{count}} poster, or Tog bort {{deleted}}, men {{failed}} kunde inte tas bort when something held a record back.

Two errors and what they mean:

• Det finns ingen anpassad objekttyp med namnet <code>{{entityKey}}</code>, eller så är den inaktiverad. — the object was disabled or deleted. Ask an administrator.
• Anpassade objekt är inte aktiverade för den här arbetsytan. — the feature is not on for your workspace at all: Turn features on and off.