Docs / Reference
Limits and behaviour
Every limit and fixed behaviour in one place: sizes, formats and what happens at the edges.
Limits#
| What | Limit | What happens at the limit |
|---|---|---|
| Length of a text field (name, title, address and so on) | 255 | Anything longer is cut off when saved. |
| Length of a note | 2,000 | Cut off when saved. |
| Length of a saved view's name | 60 | Refused. |
| Stale threshold | 1–365 days | Refused outside the range. |
| Entries kept in the audit trail | 500 | The oldest are removed as new ones arrive. See Activities. |
| Activities shown on screen | 100 | The newest 100 of those kept. |
| Records per section | 5,000 | What sections are designed for. Beyond it, opening a section gets slower. See below. |
| Open deal stages | 12 | Add Stage is refused. Won and Lost are extra. |
| Custom fields per record type | 15 | Add Field is refused. |
| Rows shown per page in a list | 50 | Page numbers appear under the table. Search and filters cover the whole list. |
| Cards shown per Kanban column | 25 | The column says how many more there are. |
How much data is comfortable#
Each section loads its own records when you open it, and does the searching, sorting and filtering in your browser. Dashboard and Reports use a compact summary instead of reading every record.
Sections are designed for up to 5,000 records each. Settings → Data size shows how close a site is. If a section starts to feel slow, tell your administrator and contact support.
Behaviour#
| Topic | How it behaves |
|---|---|
| Currency | One currency for the whole workspace, set in Settings. Amounts are never converted. |
| Pipeline | One pipeline per site. A Jira administrator can change the stages before Won and Lost. |
| Dates | Typed as YYYY-MM-DD. There is no date picker. |
| Phone numbers | 7 to 20 characters: digits, spaces, + - ( ) . |
| Email addresses | Must look like an email. Two contacts, or two leads, cannot share one. |
| Amounts and prices | Zero or more. |
| Kanban boards | Drag a card to change a deal's stage or a lead's status. Won, Lost and a lost lead ask for a reason first. |
| Dashboard and Reports | Worked out from a summary refreshed every few minutes, so they can trail the latest saves. |
| SKUs | Two products cannot share one. |
| Not included | Email and calendar sync, file attachments on records, email notifications and more than one pipeline. |
| Export and import | CSV as text you copy and paste, not as a file download. |
| Saved views | Belong to the person who made them. |
| Deleting | Permanent. There is no recycle bin. |
| Jira data | The only thing the app writes is its own read-only fields on linked work items. See Privacy. |
Dealtrail CRM is built on Atlassian Forge and runs entirely on Atlassian's infrastructure. Questions or corrections: info@vudia.site.