™Records
Record numbers, comments, activity, links and search.
- Open a list and press New to add a record. Required details are marked.
- Every record gets a number (GRA-0012) from the list's name.
- A record page shows its details, comments with @mentions, an activity trail of who changed what, and the records linked to it.
- Search and filter from the top of a list: by any detail, by date range, by who it is linked to.
- Select several records and delete them together. Owners and admins only; the page says why if it refuses.
- Import records from a CSV with a column match and a preview, from the list's page.
- Creating, changing or deleting a record can start a rule.
Tip:A record page stores a choice by its value and a link by the linked record, so a rule can ask "is Status equal to Won" or "does the Customer have an email".
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