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For Users · Help Guide

Working with Records

Create, view, edit, and clone records across your modules.

Overview

Records are the core data entries in your modules — deals, contacts, leads, accounts, or any custom module you've created. This guide covers the full lifecycle of working with records.

Create

Add new records with a form that shows all fields for the module.

View

See all record details, history, and comments in the detail view.

Edit

Update field values on existing records.

Clone

Duplicate a record with all its values pre-filled for quick creation.

Creating a Record

Module List ViewCreate [Module Name]
  1. 1Navigate to the module (e.g., Deals) from the sidebar.
  2. 2Click the Create Deal button in the top-right.
  3. 3Fill in the required and optional fields.
  4. 4Click Create to save the record.
Create record form
The create form showing all available fields for the module. Required fields are marked with an asterisk.
Form with values filled in
Fill in the details — name, amount, stage, and other relevant fields.

️ Toggle Create More at the top to stay on the form after saving, allowing you to quickly create multiple records in succession.

Record Detail View

After creating or clicking on a record, you'll see the detail view. This shows all field values organized by section, along with tabs for additional context.

Record detail view
The record detail view showing all fields, with Edit and Actions buttons at the top.

Tabs

The detail view includes three tabs:

TabDescription
DetailsAll field values for the record, organized by section.
HistoryA timeline of all changes made to the record — who changed what and when.
CommentsNotes and conversations about the record. Supports rich text and mentions.
History tab showing record timeline
The History tab shows a chronological timeline of all record changes.
Comments tab
The Comments tab lets you add notes with rich text formatting and emoji.

Editing a Record

Record Detail ViewEdit
  1. 1Open the record you want to edit.
  2. 2Click the Edit button.
  3. 3Modify the field values as needed.
  4. 4Click Save Changes to update the record.
Edit record form
The edit form pre-fills all existing values. Change what you need and save.
Record after saving edits
After saving, you're returned to the detail view with updated values and a new Modified Time.

Cloning a Record

Record Detail ViewActionsClone

Cloning creates a copy of a record with all field values pre-filled. This is useful when creating similar records without re-entering all the data.

  1. 1Open the record you want to clone.
  2. 2Click Actions → Clone.
  3. 3Modify any fields as needed (e.g., change the name).
  4. 4Click Create to save the cloned record.
Actions dropdown menu
The Actions menu provides Clone, Share, and Delete options.
Clone form with pre-filled values
The clone form pre-fills all values from the original record. Adjust as needed before saving.

List View & Bulk Actions

The list view shows all records in a paginated table. You can select multiple records to perform bulk operations.

Records list view with data
The list view showing records with sortable columns and pagination.

Bulk Actions

Select one or more records using the checkboxes to reveal the bulk actions toolbar:

ActionDescription
UpdateBatch-edit a field value across all selected records.
ShareShare selected records with other users or roles.
Lock / UnlockApply or remove record locks on selected records.
DeletePermanently delete the selected records.
Bulk actions toolbar
Select records to reveal bulk action buttons — Update, Share, Lock, Unlock, and Delete.

️ Bulk delete is permanent. You'll be asked to confirm before records are removed.