Solution Properties
Solution ID:
240910212736440
Last Modified Date:
Thu Sep 12 13:37:18 UTC 2024
Taxonomy Path:
Case category//How do I...//setting up
Author:
aaron.walls@sage.com
Rename a client folder
Description
You can rename folders within Client Management to help you organise your clients.
Cause
Resolution
Click the
Clients
tab and choose
Folder view
.
Click the
Actions
menu and then
Edit folder name
.
Enter a new name for the folder.
Click
Save
.
Steps to duplicate
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