Creating folders
How to create a new folder:
Go to https://app.relatico.com/folders folders
Click Add Folder in the top right.
A window opens in which you can choose whether
it is a contact folder
or a folder just for yourself or for other internal purposes.
If it is a folder that is only assigned to you:
In this case you see your name in the upper field and you can leave it there.
In the field below, enter a name for the folder and
Save.
If it is a folder that you use for communication e.g. want to use with suppliers to request files:
Select one of the existing contacts from the list.
In the field below, enter a name for the folder and
Save.
If the selection list with the contacts is empty, you must first create contacts. Read here how to do it ...
You can manage folders flexibly and
* remove a contact folder from the contact later or
* add a contact to your own folder later.
Updated on: 24/02/2020
Thank you!