Objects Overview
Objects enable users to organise, filter, and visualise information according to their operational needs, greatly enhancing data management and offering a more customised 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.
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.
Standard Objects
In the Standard Objects section, you can access preconfigured objects available in your account. Select an object to view its Associations.
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.
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.
Edit, delete, or add custom fields to the custom object by choosing the relevant option from the actions menu.
By leveraging the flexibility and functionality of Objects, you can enhance your data management processes and ensure a more customised approach to handling complex information.