10-21-2008 05:07 AM - last edited on 10-21-2008 06:10 AM by dlunceford
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
Content edit. Fixed formatting.
10-21-2008 10:53 AM
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.
10-21-2008 02:18 PM
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:
Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.
10-21-2008 02:42 PM
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.