Folder

 

A customer folder is used to store information that comes from outside EQ, e.g. Word documents, e-mails, pictures so they are all kept in one central location. A folder is created each time you add a new customer. By default folders are created in your EQ data folder but you can change the location in system configuration.

 

Click the drop down arrow to see actions for a folder:

 

•Copy or Move a file into the customer folder

•Place shortcut to a file into the customer folder

•Click Change Folder to change the name of the folder. By default this is the customer name and account code.