Working with record fields
18 articles
- 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