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