T
tammster1
I currently have a public contact folder containing all of our firm's
clients.
I would like to set up a main public mail type folder with sub-folders
for each of my client ID numbers.
The goal is to keep all types of correspondence (word documents, adobe
files, emails, etc) for that particular client in that public
sub-folder.
The problem seems to be that it is time consuming to navigate down to
the public folder and scroll through hundreds of subfolders. We though
that we might be able to do a custom form for our contacts and add a
button (or something) that will open up that particular public folder
so it will be easy to get to.
Is this a possibility?
Tammy
clients.
I would like to set up a main public mail type folder with sub-folders
for each of my client ID numbers.
The goal is to keep all types of correspondence (word documents, adobe
files, emails, etc) for that particular client in that public
sub-folder.
The problem seems to be that it is time consuming to navigate down to
the public folder and scroll through hundreds of subfolders. We though
that we might be able to do a custom form for our contacts and add a
button (or something) that will open up that particular public folder
so it will be easy to get to.
Is this a possibility?
Tammy