In Operate, a Record refers to a set of information that is either entered by the user within the system, or generated automatically as a result of specific workflows. An example of a record could be a client account that you might set up.
Record types represent a way to categorise records, according to custom criteria. A Record type example can be the kind of customer account you’re setting up; for instance: a broker or prospect..
Here is how you can use record types:
- Associate Custom Page Layouts containing Standard and Custom Fields
- Create Custom Views based on Record Type
- Create Workflows and Auto Assignments based on Record Type
The following modules contain record types: Accounts, Contacts, Inventory Items, Leads, Locations, Movement History, Opportunities, Organizations, Standard Discounts, Volume Discounts.
Within these modules, new record types cannot be added, but the existing ones can be edited: Locations, Leads, Opportunities, Standard Discounts, Volume Discounts
You may customize record types fr these modules under the Settings > Customize section.
Please read the dedicated guide on How to customize Record Types in Operate.