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Adding a Note to a Folder

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Bytimothy A
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Overview:
Adding a Note to a Folder lets you organize your notes by grouping them into specific folders. This helps keep information structured, makes important notes easier to find, and improves overall workflow management.

Follow these steps to add a note to a folder:

Step 1: On your Dashboard, navigate to the Notes tab under the Customers section.
Step 1: On your Dashboard, navigate to the Notes tab under the Customers section.

Step 2: You will then be navigated to the Notes section.

Step 2: You will then be navigated to the Notes section.

Step 3: Hover over the selected note to display this tab, then click Add to Folder.

Step 3: Hover over the selected note to display this tab, then click Add to Folder.

Step 4: A pop-up window will appear, directing you to the ‘Add to Folder’ option.

Step 4: A pop-up window will appear, directing you to the ‘Add to Folder’ option.

Step 5: Choose a folder and then click on it.

Step 5: Choose a folder and then click on it.

Step 6: Once selected, click on Done to proceed.

Step 6: Once selected, Click on Done to proceed.

Step 7: You will then return to the selected notes pop-up window.

Step 7: You will then return to the selected notes pop-up window.

Step 8: Click on Update to save and apply the changes.

Step 8: Click on Update to save and apply the changes.

Step 9: The folder associated with the note is now visible when you hover over it.

Step 9: The folder associated with the note is now visible when you hover over it.

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