Folders on the client card

Dónde encontrarlo

Cómo funciona

1. Open a client card and tap Manage folders below the folders.
2. Tick which folders show on the client card and whether Total spent should be there, then tap Done.
3. A folder you switch off disappears from the whole card, including the menu at the bottom.
4. It applies to your whole team straight away.
5. Only people who may manage settings see Manage folders.
6. A folder for a part that's switched off (forms, for example) appears by itself once you switch that part on.

Conviene saber

• Los miembros del equipo necesitan el permiso “Clients”. El propietario lo configura en Settings → Team → Roles and permissions (la app está en inglés).

Si algo no funciona

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