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Custom Folder Structure

Users can now create a customized folder structure within SharePoint for storing and managing CRM documents/attachments. Users can customize the Library Structure and the Record Folder Structure within SharePoint as per their requirements.

Library Structure

Using this feature, users can customize the library structure in the following ways:
  • By Period: Using this option user can create date, day, month and year wise document library structure within SharePoint. It comes handy for maintaining daily, monthly, quarterly sales or financial data in SharePoint. In the below screenshot, configuration of custom folder structure by period for Account entity is shown:
  • By Starting Character: Using this option, user can create document library structure based on the starting character of any chosen field. This comes in handy for segregating folders alphabetically. In the below screenshot, configuration of custom folder structure by starting character for Account entity is shown:
Once configuration for creating library structures based on starting characters is completed, users will be able to segregate folders alphabetically.
For Example:
A user creates an Account with Primary Contact name starting from alphabet ‘K’.
Then a SharePoint Library for Accounts with Primary contact names starting from alphabet ‘K’ will be created in SharePoint.
  • Custom: Using this option users can create document library structure based on any field name. This comes handy for segregating folders on the basis of primary contacts, contact method, address, etc. In the below screenshot, configuration of custom folder structure by a particular field type for Account entity is shown:
Once configuration for creating a document library structure based on custom values in the primary contact fields is completed, users can segregate folders on the basis of primary contacts.
For example:
A user creates an account with primary contact name as ‘Kevin Snow’.
Then a SharePoint Library for Accounts with Kevin Snow as primary contact will be created in SharePoint.

Record Folder Structure

With this feature, users can customize the record folder structure in SharePoint by using logical name, text or a combination of both logical name and text.
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Last modified 7mo ago