Custom Objects

Getting Started & Creation

  • Getting Started with Custom Objects

  • Create & Edit Custom Objects in Fortunyx

  • Create & Update Custom Object Records in Fortunyx

Views, Smart Lists & Filtering

  • Custom Objects List View: Sort by Custom Fields (Ascending/Descending)

  • Advanced Filters for Custom Objects

  • How to create smart lists for custom objects

Notes & Audit Logs

  • Notes on Custom Objects in Fortunyx CRM

  • Notes for Custom Objects in Fortunyx (with association to contacts and other entities)

  • Custom Object Audit Logs

Unique Fields & Limits

  • Unique Field Support for Custom Objects in Fortunyx

  • Custom Objects In All Plans + Higher Limit

Bulk Delete, Restore & Management

  • Bulk Delete Custom Object Records

  • Bulk Delete and Restore Records in Fortunyx

Templates, Case Studies & Use Cases

  • Custom Object Templates for One-Click CRM Setup

  • Real Estate Case Study for Custom Objects in Fortunyx

Workflows & Cross‑Object Actions

  • Using Custom Objects in Workflow Actions and Triggers