Add Folders

Folders and subfolders provide a way to organize items in B2C Service.

Certain configuration items can be organized in folders. For example, custom fields across all products, standard text and variables in Service, and the product catalog and quote templates in Opportunity Tracking.

Adding folders gives you more flexibility in organizing your data. For instance, you might want to add a folder for each type of sales product your organization sells, or add folders to organize your quote templates by quote types. And after you add folders, you can move them in the tree to create the hierarchy you want.

1. Double-click the item in the configuration list.
   The tree of the item displays on the content pane.
2. Right-click in the tree and select New Folder.
   The Folder editor opens and a New Folder entry appears in the tree.
3. Enter the folder name and press Enter. The new folder displays in the tree and the Label field on the editor populates with the name of the new folder.
   Tip: You can click Save or you can save the new folder and close the editor simultaneously by clicking Save and Close.
4. To add a subfolder, right-click a folder and select New Folder.