How to Create Folders Under Custom Fields in Pest AI | Pest AI

Help center

All collectionsSettingsCustom FieldsHow to Create Folders Under Custom Fields in Pest AI

How to Create Folders Under Custom Fields in Pest AI

Streamline your data management by learning how to create folders under custom fields in Pest AI. This article offers a step-by-step guide on setting up folders to categorize and organize your custom fields, making it easier to navigate and manage your data. Discover how to enhance your workflow and maintain a well-structured database to improve efficiency and access to information.

1. Begin by accessing the settings.

1 Upload

2. Next, navigate to the 'Custom Fields' section.

2 Following that, click on "Custom Fields".

3. Then, proceed to select the 'Folders' area.

3 Once that's done, click on "Folders".

4. Now, opt to add a new folder.

4 Click on "Add Folder".

5. Proceed to name your new folder.

5 Click on the element.

6. Following that, choose an object from the list.

6 Next, click on "Contact".

7. Subsequently, confirm your details by clicking 'Save.'

7 Click on "Save".

8. After saving, explore more options by clicking the three dots.

8 Click on the element.

9. Under more options, choose to rename your folder.

9 Next up, click on "Rename".

10. Lastly, select the option to delete the folder if necessary.

10 Once that's done, click on "Delete".

Did this answer your question?

😞

😐

😁