AmpliFund contains system-generated folders that are accessible from Documents. Additionally, users can create folders within these main system folders. The Administrator and Public folders are only accessible from Documents; however, the Funds, Grants, Individuals, Organizations, Projects, and Staff folders can be accessed from the fund, grant, individual, organization, project, and staff records, respectively.
Note: System-generated folder names will automatically update when the parent object’s name has been changed.
Prerequisite: Must be a user-created folder.
- Open Documents>folder.
- Click the (Edit icon) next to a folder name.
- Update the information as necessary.
- Click Save.