Custom Objects

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.

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.

Am I missing something here? No triggers or Actions on Custom Objects??

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

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

Allow custom objects to be accessed within forms and place the value from the object into the form. So that it can be updated on form submission. But you would need a way to associate the value to a specific custom object.

We have some custom objects that are only used to link additional items to our primary custom object and want to be able to hide it from view on the menu. I know we can do this with CSS but a toggle would be ideal.

Formula Fields are very useful at extending capabilities and allowing users to quickly create automatic calculations rather than manually entering results. A formula field is a custom field that automatically calculates values based on a formula expression. Formula fields are read-only, meaning users can't directly edit the value. Instead, the value is calculated based on the formula and the values in the source fields. This is not a new concept, since most CRM systems such as Salesforce, Zoho, Hubspot, freshworks, vtiger, salesloft, MS Dynamics, and Sugar all have the ability to create formula fields. If you are familiar with Excel, than you know how handy formula fields are as they allow us to create simple or even more complex formulas based on data from a record and from its related records if needed. Some examples of use cases that come to mind are: Dynamic Payment Calculations for Appointments or Services For example, if each appointment hour costs $150 Formula: ( {{appointment.only_end_time}} - {{appointment.only_start_time}} ) * 150 Lead scoring based on Engagement and Attribution Formula: IF( {{contact.attributionSource.utmSource}} = "google", 10, 5 ) + ( {{ contact.email _open_count}} * 2 ) Visualize Lead Temperature (using IMAGE and CASE) Formula: CASE( {{contact.rating}}, "Hot", IMAGE("/img/samples/light_Red_fire.gif", "Hot"), "Warm", IMAGE("/img/samples/light_Yellow.gif", "Warm"), "Cold", IMAGE("/img/samples/light_Blue_snowflake.gif", "Cold"), IMAGE("/img/samples/light_grey.gif", "No Rating")) Add 30 Days to an Enrollment Date Formula: ( {{contact.enrollment_date}} + 30 ) The ideal situation would be whenever your are creating a custom field and you choose the Formula Field Type, it would allow you to open a formula editor where you could construct the formula and insert other fields, operators, and functions. Here are some Operators that should be included: Math Operators (+, - , *, /, ^ ) Logic Operators ( =, <, >, <=, >=) Logic Functions ( AND, OR, IF, CASE, ISBLANK, ISNEW, NOT, IS) TEXT Functions ( FIND, CONTAINS, HYPERLINK, IMAGE, INCLUDES)

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

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.