> ## Documentation Index
> Fetch the complete documentation index at: https://docs.routera.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Managing records

> Create, edit, filter, and customize record lists in Routera.

Records are organized by object type (for example **Contacts**, **Companies**, **Deals**, and **Tickets**). Open the type you need from **Records** in the sidebar.

## Create a record

1. Go to **Records** and select the object type.
2. Click **Create** followed by the object name (for example **Create contact**).
3. Complete the form in the drawer. Required fields depend on your object type and field configuration in **Settings** → **Data Fields**.
4. Click **Save**.

<img src="https://mintcdn.com/routera/uPyrijxWZmNVw4xf/images/create-record.png?fit=max&auto=format&n=uPyrijxWZmNVw4xf&q=85&s=8f439194edabadf5cab20c34565a7cab" alt="Records list with Create contact and record form drawer" style={{ width: "100%" }} width="3034" height="1764" data-path="images/create-record.png" />

## Edit records (bulk)

1. On the same list, select one or more records using the checkboxes.
2. Click **Edit**.
3. Choose the **property to update**, enter or select the new value, and click **Update**.

Open a single record from the list to view or change it on the detail page.

## Customize columns

Click **Edit columns** to choose which fields appear in the table and adjust column order.

## Filter the list

1. Click **Filters**, then add a filter and pick a field.
2. Choose an operator and value (for example equals, contains, is known).
3. Combine filters with **AND** or **OR** as needed. Use **Reset** to clear all filters.

<img src="https://mintcdn.com/routera/uPyrijxWZmNVw4xf/images/records-filters.png?fit=max&auto=format&n=uPyrijxWZmNVw4xf&q=85&s=14c557513bcac0b870144cf4a3e0a35f" alt="Records filters drawer" style={{ width: "100%" }} width="3038" height="1762" data-path="images/records-filters.png" />

<Note>
  **AND** returns records that match every condition in a group. **OR** returns records that match any condition—useful when you want results from multiple values on the same field (for example country is United States or Canada).
</Note>

<Tip>
  Many records sync from your CRM after [HubSpot integration](/kb/integrate-hubspot). You can still create and edit records in Routera when your role has permission.
</Tip>