Working with records
16 articles
- 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