🪄 Pay attention that in the first release of our product, we named this tool Universal entities. But now you can see changes in its name in your spaces. From now on this tool will be known as Smart objects.
Smart objects are entities that are created by users independently and have a certain set of parameters. They can be used if the predefined, i.e., default CRM entities, do not fully meet the specifics of work and business needs.
All the smart objects (own entities) you have created can be found in the Smart objects section.
They will be displayed in a table where you can view main information about them. Namely, the name, who created it, who changed it, the date it was created and the date it was updated.
But the display of these characteristics can be configured. Only the Title is required, it is not possible to disable it. All other characteristics can be either hidden or, on the contrary, configured so that they are visible.
To start working with a separate smart object, you can:
🟣 Click on its title in the general list of your own created entities.
🟣 Use the left menu if the smart object is displayed as a separate item.
After that, a separate smart object page opens where you can work with it.
🔍You can read more about work with the created custom entities in the following article.
Interaction with smart objects in the list
If you hover the cursor on the name, a button to call the interaction menu appears on the left.
🌟 This feature is available only to the administrator or superadministrator of the Space. Ordinary users cannot interact with the smart objects in the list.
When you click the button, the "quick settings"(1) and available actions(2) will be displayed.
Available for all
It is the parameter that is responsible for the work with the smart object for all Space users. It is activated automatically when creating it and can be disabled. To do this, just drag the toggle button.
💡After that, only a user with administrator or superadministrator rights can work with the smart object.
Display in the left menu
This parameter allows you to quickly add a smart object to the left menu as a separate item or remove it from there.
How to configure the entity
This action involves local editing of this particular smart object. After clicking on this item of interaction, a window will open where you can make the necessary changes to the general data (1), as well as to its parameters (2).
💡Please note:
🟣 If the Support of directions parameter is turned off after setting the directions, the existing directions are not deleted, they are just not displayed.
If the Support of directions was not enabled at all from the beginning, then the elements that are created in the smart object, by default, go to the first stage of the standard funnel. But it is not displayed visually anywhere while the parameter remains inactive.
🟣 If the Support of activities parameter is turned off after activities for the smart object have already been created and worked with, then existing activities are not deleted. But the ability to add new ones disappears. That is, the Activities tab in the smart object card will be missing. Also, in the window for creating a new activity in the Universal entities block, it will not be possible to connect a smart object for which this parameter was disabled.
And save everything so that the new settings take effect.
☝🏻 But please note that in order for all users of Space to be able to see the changes made, they will need to log in to the system once again.
Edit
This action involves switching to the settings of all smart objects created in the Space. After clicking on this item of interaction, a new browser tab will be opened on the Section settings page - on the Smart objects tab.
💡The second way is to go to the settings of all smart objects by clicking on the gear next to the name. In this case, the page will be opened in the same tab.
Each smart object here is a separate block that has its own function buttons.
The first one calls up the parameters and actions menu.
And the second - expands the block and opens access to directions and field settings.
If the parameter to support directions is disabled for a smart object, then this tab will NOT be available for settings.
The principle of working with directions in smart objects is similar to the principle of working with funnels in deals. The same applies to fields in CRM. Therefore, we advise you to read our articles:
In addition, each smart object block when expanded has information about its creation date. And also if you hover the cursor on the name, icons appear for calling up the settings window and for deleting it.
On this page, you can create a new smart object if needed.
You can read more about adding smart objects to Space in the following article.
Delete
This action completely removes the created smart object from Space. After clicking on this interaction item, the system will display a warning window. Namely, it will notify that all data related to the smart object will be removed. Therefore, such an action will require additional confirmation.
If you have additional questions or you need to contact the support, send a request to this email [email protected]