Related Records

Related records in NetHunt would be two folders linked to each other. Contacts and Companies would be the best example, where you add a Company to a Contact card,

so then on the Company level, you can see what contacts work for that company:
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Also, a good example will be Deals where you add an associated Contact and Company, and all of these will be visible on each level:
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Deals -
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Companies -
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Contacts -

This is how the relation works.

In NetHunt there is always the "main" record to which another one is getting linked. Therefore, the main record will have the secondary one showing at the top, like here in Contact - Company relation where Contact would be the "main" record:

And vice versa, on the secondary record the main one will be visible at the bottom:

There is not much of a difference between those related records, but a good bonus for "main" records will be that it is possible to view secondary ones in the list view:

Above we reviewed Deal - Contact - Company relationships, but what if you want to establish your own? Certainly, you can do that in NetHunt.

Let's imagine you want to add two folders: Events and Projects and establish a relationship between these two.

All you need to do is access Folder Settings of the folder that will be a "main" one and add "Link to Folder" field:

Once you add and save that one you will be able to link Projects to the events:

Same as before, Projects will be visible on top of the "main" record (Events):

While in the Projects record Events will be visible at the bottom:

Of course! You can update and send emails to related records. When it comes to updating related records there are absolutely no limits, any change on the record can lead to an update of either top or bottom-related one. More info in this guide.

You can even filter by the related record in automation:

More info about filters by related records is in this article.

Finally, you can even send emails to related records. Let's say you wanna send an email to a contact when the deal is closed, you can easily do this:

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