Managing Custom Object Records
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Custom Object Audit Logs
This feature will allow you to track and monitor key actions such as creating, updating, or deleting custom objects, custom object records, and associations between objects. Initially available to Beta users, these…
1 min3Advanced Filters for Custom Objects
The following document provides a comprehensive guide on how to use the Advanced Filters feature for custom objects. This feature allows users to apply detailed filters across various fields, including custom…
1 min3List View for Custom Objects: Sort, Filter, and Manage Records
Custom Objects List View makes it easier to review, organize, and manage custom object records in GHL Customer Care. It provides a clean table layout, flexible field visibility, and quick sorting options so you can find…
2 min3Custom Objects - Unique Fields Support
The Unique Fields feature allows you to ensure that specific field values remain unique across all records within a Custom Object. This helps maintain data integrity, prevent duplication, and ensure that identifiers…
4 min7Using Notes in Custom Objects
TABLE OF CONTENTS Overview Feature Name Feature Description How to Use A) Add Notes on a Custom Object record B) Associate a Contact/Opportunity note to a Custom Object record C) Automate notes with workflows Examples…
2 min5Bulk Delete for Custom Object Records
Bulk Delete lets you remove multiple Custom Object records from the list view in a single action. Use it to clean up stale, test, or mis-imported records without opening each one individually. TABLE OF CONTENTS What is…
3 min7Trigger Automations in Bulk for Companies and Custom Objects
You can trigger automations in bulk for Company and Custom Object records, directly from their list views. Instead of waiting for records to meet a workflow trigger or processing them individually, users can select the…
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