What are related records in NetHunt CRM?
Related records in NetHunt are two folders that are linked to each other. A typical example is the “Contacts” and “Companies” folders, where you assign a company to the appropriate contact record.
So at the company level, you can see which contacts work at that company and are associated with it.
Another good example is Deals (Sales department), where you add a related company, a contact, or both, and all of them are visible at each level.
Why do related records appear differently?
When you link one folder to another, it’s referred to as related records. There is always a “primary” record to which another record is linked.
For example, in a Contact-Company relationship, the Company would be considered the “primary” record.
Here’s how it works:
On the “primary” record, the linked (secondary) record will appear at at the bottom.
On the secondary record, the main record will be displayed at the top.
While there isn’t much difference between these related records, one advantage of the “primary” records is that you can view the linked secondary records in the list view.
How can I establish a connection between folders?
Above, we reviewed the relationships “Deal — Contact — Company,” but what should you do if you want to create your own? Of course, you can do this in NetHunt.
Let’s imagine that you want to add two folders: “Events” and “Projects” and establish a connection between them.
All you need to do is create new folders—more details can be found in the article “How to create and manage folders.” Then go to the field settings and create a new field of the “related records” type.
When creating this field, you need to select the folder you want to link it with. In our case, this is the “Projects” folder.
After adding and saving this, you will be able to link projects with events.
In the “Projects” record, events will appear at the bottom as “backlinks.”
💡 Circular (two-way) linking can affect your Workflows. We recommend linking folders in only one direction. For example, you can link the Contacts folder to the Companies folder, but there is no need to link Companies back to Contacts.
Can I work with related records in workflow automation?
Of course! You can update related records and send emails to them.
When it comes to updating related records, there are no limitations—any change in a record can trigger updates in both the “primary” records and records in backlinks.
More information is available in this guide: Update related records
You can even filter by related records in the Workflow:
More information about filters for related records is available in this article: How to use filters in the workflow automation.
Finally, you can even send emails to related records. For example, if you want to send an email but the client’s email is stored in the Projects folder, when an Event is closed, you can easily set this up:
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