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Create records from the related field

Learn how to create a new related CRM record in one click.

Updated over 8 months ago

Got two folders linked together? Great! That means you can quickly create new records straight from the related field - no switching between folders needed.

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

For example, in the Contacts folder, there’s a field for Company. If the specific company isn’t linked to contact yet and doesn't even exist in your database, just click the "Create New" button, enter the details, and boom - NetHunt will create a new company record in the Companies folder:


No need to leave the Contacts folder!

This keeps things quick and seamless, so you can stay focused on your work without extra clicks.


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