en

Knowledge

  1. Home
  2. Knowledge
  3. Spreadsheet Online module for Perfex CRM

Add Folder

  • Last Created On Jun 29, 2023
  • 340
0 0
  • Step 1. Go to Spreadsheet Online module from the left sidebar. Select the location to create the folder and click on the Add Folder button. 


    Or right-click at the location to create the folder and click on the Create Folder


  • Step 2. In the Add New Folder popup, enter the Name Folder and click on the Save button.

Views: 340

Recent Articles

  • Labor Cost Calculation Guide
    33
  • Customizing Ticket Statuses in Customer...
    23
  • Convert to Invoice or Expense & Create I...
    51
  • Service Appointment in Field Service
    63
  • Work Orders in Field Service
    49

Popular Articles

  • Warehouse
    2551
  • Item Settings
    2072
  • Plaid environment & Setup Your Bank Acco...
    1871
  • General Accounting Settings
    1733
  • Connect your X (Twitter) account and Syn...
    1727