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Custom Objects

Custom Object Fields available in Forms

Allow Custom Object fields to work in forms so that we can have more options for creating/updating Custom Objects. For example, using a Chamber of Commerce: Having a member Custom Object with fields for organization information, membership level, renewal date, etc. This would allow us to build forms for the members to update certain points of information about their organization as they change that would be used in a public-facing member roster (that gets populated by the Custom Object list once automations are in place). This would also allow Chamber staff to manually update renewal and status information.

Copy Custom Objects with Snapshot

I was glad to see the addition of Custom Objects. We need to be able to set up a custom object on a snapshot and have that get copied to new accounts when they are created.

Add Custom Objects to Opportunities

I would love to be able to see my Objects on my Pipeline

Can we have bulk import of custom objects? pretty please!

Can we please have the ability to bulk import custom objects. Example, car lot has a spreadsheet of cars to use as custom objects. It would be amazing to have the ability to bulk import these for inventory management.

Notes in Custom Objects

Just as we can keep notes in a contact file, we should be able to keep notes in the Custom Object file.

Remove 3 Custom Object Limit

Currently there is a limit of 3 Custom Objects. Can we get a higher limit please? Like 10?

Add Company and Custom Object Custom Fields in MATH Operations

All the features need all the functions.

Ability to Associate Custom Object with Company Instead of Contact

We currently set up a custom object to log serial numbers for B2B purchases and their warranty start/end dates. Currently you have to associate it with a contact, this is "okay" for now, but if that contact ever chooses to leave their company, all associated purchased product serial numbers will have to be reassociated with another contact. Not only this, but when someone calls in for repair/RMA/support, it could be a totally different contact than who purchased the product.

Assosiation action for custom object in workflow

Add the option to asossiate custom object automaticaclly in workflow. Right now i can just create one or update one but not asosiate one to another.

Filter Contacts based on Custom Objects

Find Contacts and filter them based on their associations with Custom Objects

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