Now you can create folders to store all your documents in Contact 360.
To view the enhancement:
Navigate to contact 360 of a contact.
Click on files
Click on the new folder
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Give the folder name
Click on save
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- In the file section, folders will be at the top of the list. Files will be below.
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You can rename, move or delete the folder by clicking on 3 dots beside the folder name.
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To rename the folder, click on rename
Type in the name
Click on update
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To move the folder, click move, and select the folder from the list
Click on move here
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- To delete the folder, click on delete and confirm your action.
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- You can move the files too. Select the file, click on the 3 dots and click on move.
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- Select the drive/ folder, where you want to move the file
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- Click on move here.
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- Once done, you will get a message saying:
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