This feature requires a license for Development Tools or the CRM Suite Core plan.
- Category
- Company
- Contact
- FAQ category and entry
- Message
- Request
- User
- Your custom tables
Extra fields on company or contact are not the same as user-defined fields on those entities!
Field types
- Bool (yes/no)
- Integer
- Float
- Text (short)
- Text (long)
- Date
- Date and time
- Time
- Timespan
- Attachment
- Dynamic link
Relations (foreign keys)
Database tables are connected with foreign keys (FK). These are the field types ending in relation.- Contact relation
- Company relation
- User relation
- Request relation
- Category relation
- Priority relation
- FAQ relation
- Sale relation
- Project relation
- Appointment relation
- Extra table relation
Available in pilot from version 10.3.4
When a relational field is set to display one-to-many relations, the system automatically adds a section tab in related standard entities. This is not the same as the Relations tab in the Company and Contact screens.
Available in pilot from version 10.3.7
To view the details of items in this list, without having to open each individual entity:- Go to the side panel and select the Preview view.
-
Click an item in the relation-based section tab. The side panel displays a preview of the selected entity. In the preview, you can:
- Click a standard entity to go to go to it.
- Click a custom objet to open a dialog for viewing or editing additional information.