Installing and Setting the Record Lists App


The Record List application allows you to create your own lists to record important information and quickly find the necessary data using filters and sorting.

Create lists for managing any types of data—purchase proposals, suppliers list, equipment and materials inventory list, incoming and outgoing correspondence, list of contracts, access to the websites and services.

Custom list example

Link custom lists’ records with CRM Accounts and projects. In this case, they will be displayed in their cards.

Lists in the Account card

For each list, you can open access to certain employees, allow them to edit or only to view the lists.

Installing and setting the application

Installation of the application is available only to portal administrators. Go to the Applications section and select Record Lists.

Go to it and install it:

Next, you will see it in the list of installed applications.

You can give access rights to the lists to employees in two stages: at the application level and at the specific list level.

To set access rights at the application level, go to the Get More Apps → Record Lists section. In the Users and Roles tab, assign Administrators and Employees. Administrators will get access to all lists and will be able to create their own. Employees will see only those lists to which they will have access. They will not be able to create their own lists. Additionally, you can deny access to the application.

Now you can create the list.