When you start using NetHunt CRM, you'll notice that all your data is organized into folders, which contain records.
A record in NetHunt CRM is an item you create within a folder, such as a customer profile, deal or any other type of business data.
Each record consists of the following components:
Fields panel (profile) on the left: All the fields you create in the folder settings are displayed in the record. You can fully customize these fields at any time to match your business processes.
Timeline: Displays a complete history of all activity related to the record, including comments, call logs, calendar events, files, emails, and field updates. You can also see who made each change and how field values have been updated over time.
The section at the top of the Timeline lets you add comments, log calls, create calendar events, and attach files from your computer or Google Drive.
Tasks: Access the Tasks tab with a single click to view all tasks associated with the record and create new ones.
You can choose which types of events are displayed in the Timeline and hide those you don't need:
You can also pin an item to the Timeline so it always appears at the top for you and everyone who has access to the record:
You can also display events from the Timelines of related records in the current record's Timeline. Simply click the Related Events icon to enable this view. This gives you a complete overview of activity across all related records without leaving the current record.
How to Select Multiple Records in a List
When working in List View, you can quickly select a range of records using the Shift key. To select multiple consecutive records:
Click the first record in the range.
Press and hold Shift.
Click the last record in the range.
All records between the first and last selection will be selected automatically.
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