Attachments - folders

I'm organisng my attachments on my Supplier memo tabs by using folders, eg to keep invoices and statements separate. Although I can easily drill down a folder level. I cannot find how to go back up a folder level. I have to close the  supplier record and reopen it to see my folder structure.

  • Hi Fred,

    When you open a folder in the Memos tab of a Supplier record, this opens Windows Explorer. You can then drill down into your folder structure by double-clicking the relevant folder/s.

    You can go back up a folder level by selecting the relevant folder name in the drop-down field at the top of your Windows Explorer screen. You can also use the back arrow at the top-left of the Windows Explorer screen.

    Full info on how to use the Memos tab in both Supplier and Customer records here.