Folder Structure

In addition to the hierarchy of the organizational units, you may define a folder structure within each organizational unit and the respective data store component. The following items allow folders:

  • Contacts
  • Documents
  • Dynamic Groups
  • Events
  • Forms
  • Messages
  • News
  • Plans
  • Reports
  • Resources

The folder structure provides a framework for storing data or items within the application. There are no limits to the number of folders or levels of folders. 

Tips 

  • You may define folder structures unique to each organizational unit. 
  • You may assign permission to folder structures. 
  • Each component within a work area allows for folders. 
  • There are no limits on the number of folders or levels. 
  • For contacts, folders may serve as groups for message distribution. 
  • A record may be shared in more than one folder. 
  • Consult your Implementation Manager for assistance. 

For instructions on how to create folders, please see the Administration and Managing Organizational Structure section of the help.