Records and Folders

Collection of support articles related to working with records and folders in NetHunt CRM

33 articles in this collection
Written by NetHunt Team, Anastasia, and Anna Zhmakina

Working with record fields

What is a field

What is a field in NetHunt CRM and how to work with fields to customize your records.

Written by Anastasia
Updated over a week ago

Field types

Description of the NetHunt field types

Written by Anastasia
Updated over a week ago

Change field type

How to change the field type to another one

Written by Anastasia
Updated over a week ago

How to manage fields

Customize your folders by setting up various fields

Written by NetHunt Team
Updated over a week ago

How to edit field values

Learn to edit field values, rename fields, and change their order

Written by NetHunt Team
Updated over a week ago

Last Interaction Date statistics field

Follow-up on the records you haven't been working with for a long time.

Written by Anastasia
Updated over a week ago

Clickable fields

How to set up clickable fields

Written by Anastasia
Updated over a week ago

How to group fields

Learn how to group fields in a record to make it more organized.

Written by Anastasia
Updated over a week ago

How to change currency in the field

Learn how to replace the default currency for a field.

Written by Anastasia
Updated over a week ago

What are the pre-set default date fields and how to use them

Learn more about the pre-set default date fields.

Written by Anastasia
Updated over a week ago

How to use Date of field update field

Find out the date when a field in your record was changed and take care of obsolete entries.

Written by Anastasia
Updated over a week ago

Working with records

How to archive your records

Hide the records you don't want to see right now for future reference

Written by Anna Zhmakina
Updated over a week ago

Required fields for different pipeline stages

Make some fields required in order to keep your pipeline up to date

Written by Anastasia
Updated over a week ago

Lock for manual field updates

How to secure the most important data from accidental updates while working with a record.

Written by Anastasia
Updated over a week ago

Duplicate prevention

Check how to avoid duplicate creation in your folders

Written by Anastasia
Updated over a week ago

How to create records

With NetHunt CRM, you can turn your emails into records to easily manage them

Written by NetHunt Team
Updated over a week ago

How to create Contacts and Companies from emails

Create a contact record from your new email and have the sender's personal data filled in the record

Written by Anastasia
Updated over a week ago

Create records from the related field

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

Written by Anastasia
Updated over a week ago

How to copy/move records from one folder to another

Learn to manage your records and move them across the CRM

Written by NetHunt Team
Updated over a week ago

How to link records

Link clients to deals

Written by Anastasia
Updated over a week ago

How to duplicate records

A brief instruction on making a copy of an existing CRM record.

Written by Anastasia
Updated over a week ago

How to merge records

Free your workspace from duplicates by merging records.

Written by Anastasia
Updated over a week ago

Mass update records

Find out how to update multiple records simultaneously.

Written by Anastasia
Updated over a week ago

How to use advanced search

Search through your Records by using Gmail Search bar and advanced search features of NetHunt CRM

Written by NetHunt Team
Updated over a week ago

How to import data into existing records and update them

Migrate and manage your updated or even duplicated information with the new import feature.

Written by Anastasia
Updated over a week ago

Timeline

Mention users in comments

Tag your co-worker in a record

Written by Anastasia
Updated over a week ago

Related Events

Discover what is going on with records related to each other without jumping from one to another.

Written by Anastasia
Updated over a week ago

Folders setup

Folder settings part 1: where to access the folder settings

Where to access the folder settings

Written by Anastasia
Updated over a week ago

Folder settings part 2: how to customize folders and fields

How to create folder structure

Written by Anastasia
Updated over a week ago

How to create and manage folders

Create and customize folders to organize your business

Written by NetHunt Team
Updated over a week ago

How to re-order folders

Reorder folders in the workspace

Written by Anastasia
Updated over a week ago

Link folders after import

Link your imported files together

Written by Anastasia
Updated over a week ago

How to copy a folder’s structure

A brief guide on creating a copy of a folder.

Written by Anastasia
Updated over a week ago