Editing Custom Object Records

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'''Navigation:''' [[Main_Page]] > [[Contacts]] > [[Custom Objects]] > Custom Object Records

== How to create, update, and delete custom object records ==

With ActiveCampaign, you can effectively manage contact-related data by utilizing '''Custom Object Records'''. This feature allows users to create, update, and delete these records directly within a contact's profile, making it easy to maintain accurate and relevant information tailored to your business needs. Proper management of custom objects is vital for tracking specific attributes or relationships important to your organization, enhancing the customer engagement experience, and driving informed decisions based on comprehensive data.

=== How to access this feature ===

To access the '''Custom Object Records''' functionality, you must have created a '''Contact Custom Object''' template using the "Manage Data" page in your account or through the API. It is important to note that custom object management can only be performed from a contact's profile, ensuring that you maintain a direct link to the associated contact data. All users with an ActiveCampaign Marketing Enterprise or Sales Enterprise account have permission to create and edit custom object records, while only users in the Admin group can delete them.

=== Step-by-step instructions ===

==== Create a Custom Object Record ====

To create a custom object record for a contact:

# Click '''Contacts''' to navigate to the Contacts Overview page.
# Locate the contact you wish to update with a new custom object record.
# Click the contact’s name to open their profile page.
# If you have multiple custom objects, use the tabs on the custom object box to locate the correct template.
# Click the '''Add a record''' option located on the custom object box.
# A modal window will appear. Complete the fields provided, then click the '''Add''' button.

The new object record will appear at the top of the object template for your contact.

==== Update a Custom Object Record ====

To update an existing custom object record:

# Click '''Contacts''' to navigate to the Contacts Overview page.
# Locate the contact with the custom object record you wish to update.
# Click the contact’s name to open their profile page.
# If you have multiple custom objects, use the tabs on the custom object box to locate the correct template.
# Locate the custom object record you wish to update.
# Click the '''Details''' button.
# Details for the custom object record will appear on a right-side pane.
# Hover your mouse over the field you wish to edit, then click the pencil icon.
# Edit the field, then click the '''Save''' button.

==== Delete a Custom Object Record ====

Only users in the Admin group can delete custom object records. To do this:

# Click '''Contacts''' to navigate to the Contacts Overview page.
# Locate the contact with the custom object record you wish to delete.
# Click the contact’s name to open their profile page.
# If you have multiple custom objects, use the tabs on the custom object box to locate the correct template.
# Locate the custom object record you wish to delete.
# Click the down caret next to the '''Details''' button.
# Click '''Delete'''.
# A modal window will appear. Click the '''Delete''' button.

You can also delete a custom object record from the custom object detail pane. Follow these steps:

# Click '''Contacts''' to navigate to the Contacts Overview page.
# Locate the contact with the custom object record you wish to delete.
# Click the contact’s name to open their profile page.
# If you have multiple custom objects, use the tabs on the custom object box to locate the correct template.
# Locate the custom object record you wish to delete.
# Click the '''Details''' button.
# Click the ellipsis next to the '''X'''.
# Click the '''Delete''' option.
# A modal window will appear. Click the '''Delete''' button.

=== Configuration options and settings ===

When managing '''Custom Object Records''', keep in mind the following configuration options:

* The ability to create, edit, and delete custom object records is limited to the permissions set within your ActiveCampaign account. 
* Only Admin users can permanently delete records, emphasizing the need for careful oversight in account roles and permissions.
* Remember that creating custom object records requires a previously set up '''Contact Custom Object''' template.

=== Best practices and tips ===

* Regularly review and update custom object records to ensure the data remains accurate and useful for your specific needs.
* Train all team members on best practices for handling custom object records to maximize data integrity and usage efficiency.
* Use the tagging feature to categorize records, which can help streamline data management and retrieval.

=== Common use cases with examples ===

1. **Track Membership Levels**: If your organization offers different membership tiers, you can create a custom object to hold membership details for individual contacts. This data would inform tailored marketing strategies aimed at each membership level.
    
2. **Manage Event Attendance**: Create custom records to keep track of events attended by a contact, including details like event type, dates, and feedback.

3. **Monitor Purchase History**: Store additional details about a contact’s purchase history through custom object records to facilitate targeted campaigns based on their buying behavior.

=== Troubleshooting section ===

* **I can't edit a custom object record**: Ensure you have the correct permissions assigned. Only users from the Marketing or Sales Enterprise accounts can create and edit records, while deletion permissions are solely for Admin users.
* **I do not see the custom object in the contact’s profile**: Verify that a '''Contact Custom Object''' template has been successfully created. Without it, the custom object records will not be available within contact profiles.

=== FAQ ===

'''Q1: What are custom object records used for?'''  
'''A1:''' Custom object records are used to store specific information related to contacts that can be tailored to meet the needs of your business.

'''Q2: Who can delete custom object records?'''  
'''A2:''' Only users in the Admin group can delete custom object records, emphasizing the importance of access control.

'''Q3: Can I recover a deleted custom object record?'''  
'''A3:''' No, once a custom object record is deleted, it cannot be restored.

'''Q4: Is there a limit to how many custom object records I can create?'''  
'''A4:''' There is no mentioned limit, but it's important to manage and maintain data integrity.

'''Q5: How do I trigger a webhook when a custom object record is created, updated, or deleted?'''  
'''A5:''' You can set up a webhook to run upon these actions. For instructions, refer to the [[Use ActiveCampaign webhooks]] documentation.

'''Q6: Can I use custom object records with integrations?'''  
'''A6:''' No, create, edit, and delete functions are not available for custom objects synced from supported third-party applications and integrations.

'''Q7: Can I view custom object records from anywhere within the application?'''  
'''A7:''' Custom object records can only be viewed and edited from the specific contact's profile page.

For additional information about custom objects and related features, please check the relevant sections on the ActiveCampaign help site.
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