Contacts & Smart Lists · 1 min read
Creating and Managing Custom Object Records
Custom object records hold data that doesn't fit on a contact, such as properties, vehicles, or policies. Each record lives inside its custom object.
Create a record
- Open the custom object from the left menu.
- Click Add at the top right.
- Enter the primary field. It's the only required field.
- Click Save, or Save and Add Another to keep going.
Update a record
- Open the custom object.
- Click the record's name.
- Edit the fields.
- Click Save, or Cancel to discard changes.
Link related records
- Open the record.
- Find the related objects section.
- Click Add and choose the contact, company, or other record to link.
- Pick the association label and save.
Delete a record
Select the record in the list and choose Delete, or delete it from the record's menu. Deleted records can be restored for a limited time from the bulk actions area.
Tips
Use a clear, unique primary field, such as an address or policy number, so records are easy to find.