Records overview
Records are the rows of your database — the actual data inside a space. What a record represents depends on its module: in a CRM you've built, a record is a company, a deal, or a ticket. Any user with access to a space can create and manage its records — and so can AI agents over MCP and your code over the API, within the same permissions.
Your plan sets a record limit — the maximum number of records across all your databases. Free up room by deleting old records.
Anatomy of a record
Every record carries the system-maintained basic fields (ID, Space, Status, Labels, Created time, Created by user, Remote ID) plus the fields its space's field groups define. Its status tracks progress, labels categorize it, and links connect it to records in other modules.
Views
Records display in a table by default — filter, sort, and calculate on columns. Modules can offer additional layouts for their data, and saved filters become reusable Views shared with your team.
Working with records
- Create, edit & delete — Manage records
- Import — Import data from a file
- Organize — Filtering & Views · Segmenter · Labels · Statuses
- Relate & compute — Linked records · Calculations on columns
- At scale — Bulk actions and exporting · Data consolidation
- Collaborate — Comments · Notifications
