Working with Records

Creating a Record

flowchart TD
    A[Click +] --> B[Select entity]
    B --> C[Fill form]
    C --> D{Required fields?}
    D -->|No| E[Show errors]
    E --> C
    D -->|Yes| F[Save]
    F --> G[Record detail]

Editing a Record

Method	Description	When to use
Inline edit	Click on field in list	Quick changes
Detail edit	Click pencil icon	Complex changes
Mass edit	Select multiple records	Same change for many

Filters and Search

Quick FiltersAdvanced FiltersSaved Filters

Preset filters at the top of the list:

• My - records assigned to you
• My Team's - your team's records
• Followed - records you follow
• All - no filter (per permissions)

Operator	Description	Example
=	Equals	Status = Active
!=	Not equals	Status != Canceled
> / <	Greater/less	Amount > 10000
contains	Contains	Name contains "CRM"
is empty	Is empty	Email is empty

You can save frequently used filters:

1. Set up the filter
2. Click Save Filter
3. Name the filter
4. Filter appears in quick filters

Stream and Following

flowchart LR
    subgraph Actions["Actions on Record"]
        CREATE[Creation]
        UPDATE[Update]
        RELATE[Linking]
        EMAIL[Email]
        NOTE[Note]
    end

    subgraph Stream["Stream"]
        ITEM1[Activity entry 1]
        ITEM2[Activity entry 2]
        ITEM3[Activity entry 3]
    end

    Actions --> Stream

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