In the latest release, users can now map folders with clients seamlessly. A new section, aptly named Folders, has been introduced just below the client description.
Key Changes:
- If no folders are currently mapped, the section will display a message stating No folders mapped yet, with an accompanying Add No records will be visible.
- For clients with mapped folders, the folder section will showcase Folder Names, Descriptions, and Owner Names. Users will only have access to view folders for which they have permissions.
- The Add button is conveniently positioned at the top right, allowing users to map folders to the specific client.
- Upon clicking the Add button, a pop-up screen named Map to Folder Users can use the search feature to locate a specific folder by name. The pop-up screen will display all folders created for clients, filtered based on the user's access rights. For instance, if a user has access to 5 out of 10 folders, only those five will be visible.
- Public Access folders will be visible to all users. Each folder in the list will have a toggle icon. Enabling the toggle indicates that the user has mapped that folder to the client, and it will subsequently appear in the folder section under the client summary page.
- A scroller is available within the pop-up screen, facilitating the user's ability to scroll down and view the entire list of folders. To close the pop-up screen, a Close button will be conveniently accessible.
