System Configuration
Custom fields, system settings, search, bulk actions, and recovery.
Manage custom fields
An administrator creates, edits, or deletes custom fields on supported entities (Contact, Company, Lead, Opportunity, Quote, Invoice, Ticket, Activity). Custom fields extend the data model without code changes.
Configure system settings
An administrator configures global system settings including company branding, currency, date/time formats, security policies, and business rule thresholds.
Global search
A user performs a global search from the navigation bar to find records across all entity types (Contacts, Companies, Leads, Opportunities, Tickets).
Execute bulk operations
A you select multiple records from a list view and performs a bulk action (assign, delete, stage change, export, add to campaign).
Restore soft-deleted record
An administrator restores a previously soft-deleted record, returning it to active status.
Purge deleted records
An administrator permanently (hard) deletes a soft-deleted record and all its exclusively-owned related data. This is irreversible.