Records and Folders
Collection of support articles related to working with records and folders in NetHunt CRM
47 articles
- Folder settings part 1: where to access the folder settingsWhere to access the folder settings
- Folder settings part 2: how to customize folders and fieldsHow to create folder structure
- How to create and manage foldersCreate and customize folders to organize your business
- How to re-order foldersReorder folders in the workspace
- Import related foldersLink your imported files together
- How to copy a folder’s structureA brief guide on creating a copy of a folder.
- Related recordsIn this article, we’ll explain how to set up links between folders.
- Customization in NetHuntCustomize every detail of your CRM, so that it fits your needs perfectly well.
- What is a fieldWhat is a field in NetHunt CRM and how to work with fields to customize your records.
- Field typesDescription of the NetHunt field types
- Change field typeHow to change the field type to another one
- How to manage fieldsCustomize your folders by setting up various fields
- How to edit field valuesLearn to edit field values, rename fields, and change their order
- Clickable fieldsHow to set up clickable fields
- How to group fieldsLearn how to group fields in a record to make it more organized.
- How to change currency in the fieldLearn how to replace the default currency for a field.
- What are the pre-set default date fields and how to use themLearn more about the pre-set default date fields.
- How to use Date of field update fieldFind out the date when a field in your record was changed and take care of obsolete entries.
- Statistics fieldsLearn more about the kinds of statistics you can track in NetHunt
- How to use Time since field update to see records progressOptimize your business processes and keep an eye on any delays with Time since field update field
- Last Interaction Date statistics fieldFollow-up on the records you haven't been working with for a long time.
- Copy fields: your shortcut to flawless customizationLearn how to duplicate fields among different folders
- Related summaryIn this article, you will learn how the Related summary fields work and what you can get from them for reports
- Quick snippet actionsHover over the Contact snippet and call/email your lead
- How to use the Formula fieldStreamline daily processes and expand your possibilities with Formula field in NetHunt.
- How to link incoming emails to records automaticallyLearn to auto-link future emails to the relevant records
- Field editingHow to secure the most important data from accidental updates while working with a record.
- How to archive your recordsHide the records you don't want to see right now for future reference
- Required for stages fieldsMake some fields required in order to keep your records up to date
- Duplicate preventionCheck how to avoid duplicate creation in your folders
- How to create recordsWith NetHunt CRM, you can turn your emails into records to easily manage them
- How to create Contacts and Companies from emailsCreate a contact record from your new email and have the sender's personal data filled in the record
- Create records from the related fieldLearn how to create a new related CRM record in one click.
- How to copy/move records from one folder to anotherLearn to manage your records and move them across the CRM
- How to link recordsLink clients to deals
- How to duplicate recordsA brief instruction on making a copy of an existing CRM record.
- How to merge recordsFree your workspace from duplicates by merging records.
- Mass update recordsFind out how to update multiple records simultaneously.
- How to use advanced searchSearch through your Records by using Gmail Search bar and advanced search features of NetHunt CRM
- How to import data into existing records and update themMigrate and manage your updated or even duplicated information with the new import feature.
- What is a record?Learn about the basic entries in NetHunt CRM - records
- How to set up record snippetsLearn more about NetHunt record snippets in your Gmail