Objects are recorded and displayed in two locations:
- Object list overview
Click on the Object's name in the main header menu bar
All Objects of that specific type are listed on the Object's list view page. Each Custom Object type will have its own list view page and a tab within a profile page and main header bar.
- Contact and Object profile pages
Navigate to a Contact or Object profile page > click on the Object tab to see Objects related specifically to that module.
Contact profile page
Custom Object profile page
Click on the Object name in either the list or module profile page. Objects display including the name and any contact details, Communications and any other connected features if applicable.
By default, the profile page displays the Overview tab. This page shows a recent activity log with contact details and Object custom fields displayed on the right hand side. Contacts and files that have been linked to the Object can be seen by clicking on the relevant tab underneath the name of the Object.
The Add Object window becomes available to record a new Object type upon selecting Add in either the list or profile page views. See Adding a Custom Object to learn more about this action.
Object settings can be managed/viewed within each module by navigating to the Contact or Custom Object sections within the control panel.