WORK DRIVE CUSTOMIZATION

Create folder for every Case by “Contact Name “in Work Drive under Associate Deals

Folder Directory:

User Work Drive

Accounts: Route Directory

Associate Cases

Case Name, Case Number

Client Upload- Shared with contact (for collaboration)

Accounting

Agreements

Submission

Miscellaneous files

 

We are trying to implement the above rule to the CRM and its not working, kindly advise the solution.