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How to create folders in Documents

New Member
Posts: 1
Country: United Kingdom

How to create folders in Documents

[ Edited ]

 

Help Please


I would like to have the ability to have folders in my documents. Is this possible and how do you do it?

 


Thanks in advance


B7

 

 

 

Content edit.  Fixed formatting.

Message Edited by dlunceford on 10-21-2008 09:10 AM
Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: How to create folders in Documents

No option to create folder in the Attachments folder in ACT! 7-11... you could in 6.0 if you're using that (you didn't say)

 

You might post a request for this feature to be considered for a future version here - http://www.act.com/community/feature

Input from this web page goes directly into a database that management has direct access to read, and which they also track and gather statistics on.

Platinum Elite Contributor
Posts: 6,537
Country: USA

Re: How to create folders in Documents

If you are looking to create a shortcut in the Documents tab to a folder, then see if this Knowledgebase article is of help to you:

 

How to Add a Folder to Your Documents Tab in ACT!

Greig Hollister

Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.

Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: How to create folders in Documents

Just for refernece, that KB won't work on Vista... selecting the link just moves you to the folder.

 

But you can drag the lnk to the Documents tab - for some reason, you can't do the same to attach it in the History tab

 

Also, if you want other users to share the link and access it, you not only need to check the share on the folder, but you should change the shortcut to UNC in case other users don't have the folder mapped to the same drive.