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Defer a Customer as active or inactive
In order to have a clear view of the parties involved on your files, it is possible to design your clients as active or inactive on a file. in theâ€" step "2 - Parts" of the form for creating/amendment of a filein themodal "Edit the parts",aActive / ...
Rename a folder
Attention: Some characters cannot be used in folder names. These are the characteristics ~ "#% & *: < >?? / \ { | } It is also worth avoiding starting the name of a folder with a space, or ending it with a space or point. At any time, you can rename ...
Edit an existing folder
At any time, you can change the information on athe end of the affair summary. You can change the information of a folder through 2 methods. Method 1: block per block This method allows you to change only in a few clicks the information to be ...
Add as an Speaker in a folder
"Stakeholders" of a file identifies users with the right tofrom activitiesin the file (time, fresh...),events in the agenda(appointment, hearings...) orof tasks. Users including theProfile User Profilegives them the right to create or amend files may ...
Create/modify the parts of a File
You can create/edit the Parts of a File: Thecreation of the Dossierin Step 2 When youedit a Folder When you are on the Parties' edition page: If not already add thefirst Client of the File Indicate thetype of contactby clicking on the appropriate ...