The NetHunt Settings comprise of the following sections:

  1. Preferences: this section allows you to change the date format and manage your follow-ups (hide them from the left side-bar; show/hide overdue follow-ups counter, show/hide today follow-ups counter).
  2. Folder and field management: this section allows you to customize your folders and their field set, reorder folders. To learn more, follow the guides Part 1 and Part 2.
  3. Saved views: this section allows you to: move, edit, export and delete views from folders.
  4. Email templates: here you can create and store email templates for personal and shared usage. 
  5. DKIM/SPF/SMTP: this is where you can configure your DKIM and SPF records for NetHunt CRM.
  6. Roles: this section allows you to manage user roles in your workspace.
  7. Users: this section allows you to manage users in your workspace.
  8. Import data: this is where you can import your data to NetHunt either from a CSV file or other applications
  9. Google Contacts sync: this tab allows you to sync your Google Contacts and the Contacts folder in the NetHunt.
  10. Integrations: this tab serves for API key generation and quick use of the most common zaps with Zapier.  
  11. Trash bin: stores the deleted items (folders, records and fields) for 1 month.
  12. Account management: allows you to remove your account (user) from the existing workspace. If you are a workspace admin, you will need to appoint another user the admin role in order to quit the workspace.
  13. Workspace management: here you can change the name of the current workspace and delete the account with all the data permanently.
  14. Billing: this is the tab where you can manage your subscription plan and billing details.
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