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Objects Overview
Objects Overview
Champ avatar
Written by Champ
Updated over a month ago

Objects enable users to organize, filter, and visualize information according to their operational needs, greatly enhancing data management and offering a more customized and efficient way to handle intricate data. The Objects section in your account allows you to access and manage all Standard and Custom Objects efficiently.

Navigate to Settings > Objects from your account Dashboard to locate this feature.

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Creating Objects

Create a new object by clicking the Add Custom Object button on the upper right-hand corner of the screen. This will open a setup window where you can define the properties and configurations of your new object, including its name, display field, and additional settings.

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Standard Objects

In the Standard Objects section, you can access preconfigured objects available in your account. Select an object to view its Associations.

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To add custom fields to a Standard Object, click the three-dot menu next to the object, then configure the custom field according to your preferences.

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Custom Objects

Objects you create will be displayed in the Custom Objects section. You can establish associations or modify the configuration of each custom object by selecting it.

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Edit, delete, or add custom fields to the custom object by choosing the relevant option from the actions menu.

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By leveraging the flexibility and functionality of Objects, you can enhance your data management processes and ensure a more customized approach to handling complex information.

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