Tables, fields & records

Create databases, define and edit their fields, and add, edit, or delete records — all from the agent CRM tab.

Create a table

1
Open the CRM tab
Go to your agent → CRM.
2
New table
Click "New table", give it a name (e.g. "Newsletter signups").
3
Add fields
Add each field with a label and a type. Mark any as required, and for a Dropdown enter the options.
4
Create
Save — the table appears in the left list and is ready for records.

Edit fields later

Select a table and click Edit fields to add, rename, retype, or remove fields at any time. Existing records keep whatever values they already had.

tip

Field labels are turned into stable keys behind the scenes, so renaming a label is safe.

Add & manage records

Add record opens a form with one input per field; fill it in and save.
Each row has edit (pencil) and delete (trash) actions.
Deleting a record is permanent; deleting a table removes it and all of its records.

Tables created by widgets

A table that a widget created shows a small widget badge. It works exactly like a manual table — you can view, edit, and delete its records, and add fields. See Save widget submissions.

CRM overview

Save widget submissions