Streamline Your CRM Data Management with New Association Limits

Hey there, small business owners! We know how important it is to keep your data organized and meaningful. That’s why we’re excited to share a new feature that will enhance the way you manage your relationships between custom objects within your CRM. Let’s dive in!

📌 Why This Matters

Understanding the relationships between your data points is crucial for making informed business decisions. This new feature helps you maintain a clear and structured data environment by controlling how many relationships can exist between your custom objects. This reduces clutter and confusion in your records, ensuring you have the right information at your fingertips.

✨ What’s New

• Association Limits: You can now set specific limits on how many associations can exist between different objects.
  • For multi-label associations:
  • One-to-One (1:1)
  • One-to-N (where N ≤ 1000)
  • One-to-Many
  • Many-to-Many
• For contact-to-contact (single label):
  • One-to-One
  • Many-to-Many
  • Custom N-to-N

🛠️ How to Use It

1. Step 1: Open the Edit Association modal on the custom object you wish to modify.
2. Step 2: Choose between “Single Label” or “Pair of Labels” based on your needs.
3. Step 3: Configure the relationship type and set your desired limit.
4. Step 4: Review the preview panel to make sure everything looks good.
5. Step 5: Save your settings and test them in your object view.

💡 Pro Tip

Regularly review and adjust your association limits to keep your data organized and avoid confusion!