How to add a client to a folder

Introduction

Grouping clients into folders helps organize your workspace, making it easier to manage and access client information efficiently. This ensures that your data remains structured, improving your workflow and productivity.

Step-by-Step Instructions

1. Select the Client

   • Click on the client you want to move to a folder.

   • At the top of the home screen, a quick action menu will appear.

2. Move to Folder

   • Click on the folder button in the quick action menu.

   • A search bar will pop up.

3. Choose Destination Folder

   • Either search for an existing folder, or create a new folder.

4. Save Changes

   • After moving the client to a folder, don't forget to click on the 'Save' button to apply the changes.

Moving Multiple Clients at Once

1. Select Multiple Clients

   • Press the 'Control' (PC) or 'Command' (Mac) key while selecting the clients you would like to move.

2. Follow Same Procedure

   • Follow the same procedure as mentioned above for moving a single client.

Additional Information

Tip: To ensure smooth operations, double-check the folder names and confirm that you are moving clients to the correct folders. This helps prevent any misplacement of client data.

Summary

By following these steps, you can effectively organize your clients into folders, ensuring a more streamlined and efficient workflow within Oviond.