The pages every record type has
| Page | Address | What it does |
|---|---|---|
| List | /v1/mobjs/<type>/list |
Browse, sort and filter records of that type. |
| Create | /v1/mobjs/<type>/create |
Add a new record. |
| Details | /v1/mobjs/<type>/<id> |
Open one record. |
| Board | /v1/mobjs/<type>/kanban |
See records as cards grouped in columns. |
| Bulk create | /v1/mobjs/<type>/bulk_create |
Add many records at once. |
| Bulk update | /v1/mobjs/<type>/bulk_update |
Change many records at once. |
Replace <type> with the kind of record, such as contact or support_ticket.
A record's details page
The details page has three tabs:
- Overview: the record's fields. You can edit a field in place.
- Associations: records linked to this one, for example the tickets of a customer. Each group has List All and Create links that open the related list or form with this record already filled in.
- Activity: the history of changes to the record.
Links to other records show their name, not an id, so you can read them at a glance.
Work with many records at once
Select records in a list to use Bulk Actions:
- Update Selected changes the selected records.
- Delete Selected deletes the selected records.
Use Bulk Create to add several records from a list of names in one go.
Boards
A board groups records into columns by a field, by default their status. Drag a card to another column to change that field. Each column has its own select-all checkbox, so you can act on a whole column.
Import and export
Open Data to import records from a file with the import wizard, or to export them. Saved templates let you repeat the same import or export later.
Deleted something by mistake?
Open the Trash bin to look for it. Items in the trash are deleted automatically after 30 days.