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Records and Folders
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