When you already have 2 folders linked together (see this article), you can easily create new records right from the related fields.

Let's say, there are two folders: Companies and Contacts.

  1. The folder Contacts has a field (linking field) Company.

  2. If the current Contact doesn't have a related Company yet, you can simply type in the Company name in the related field (as it is shown on the gif above) and NetHunt will create a Company record in the Companies folder.

  3. You can then click on the newly created Company and go to the record to fill out the necessary information.

Haven’t found the answers you’re looking for? Ask our Users Community.

Did this answer your question?