The customer folder is used to store information that comes from outside EQ, e.g. Word documents, e-mails, pictures so they are all kept in one central location. It is also used to keep a copy of all documents that are created as a PDF, for example when a purchase order is emailed to a supplier.
A folder is created each time you add a new customer.
By default folders are created in your EQ data folder but you can change the location in system configuration.
Click the drop down arrow to see actions for a folder:
• Copy or Move a file into the customer folder
• Place shortcut to a file into the customer folder
• Click Change Folder to change the name of the folder. By default this is the customer name and account code.