Records and Folders
Collection of support articles related to working with records and folders in NetHunt CRM
45 articles
Related RecordsHow to link your folders to each other
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.
Customization in NetHuntCustomize every detail of your CRM, so that it fits your needs perfectly well.
Project managementYou would like to have a folder to track your projects' progress and tasks
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