Folders Settings

How to Access Folder Details

 

Follow these steps to reach the configuration screen shown in your settings:
 

1. Open User Settings: Click on your profile icon in the top right corner and select the Settings gear icon.
    

2. Navigate to Biz1 Settings: From the top horizontal menu, click on the Biz1 Settings tab.
    

3. Select Folders Module: Click on the module dropdown menu, then expand Customize Customers And Projects, and select Folders from the list.
    

4. Open Add Folder Modal: Once on the Folders page, click the (+) or Add button to trigger the Add Folder modal where you can input your folder details.
    

The Folder AI Agent
 

The Folder AI Agent is a specialized configuration engine that appears only inside the Folder Setup context. It acts as your Senior System Admin, taking your spoken or written business needs and instantly translating them into technical settings. It removes the burden of manual data entry, allowing you to focus on strategy while it handles the logic.
 

How to Create All Details (The 3-Step Flow)

 

Creating a folder that used to take 10 minutes now takes 10 seconds:
 

1. Launch the Agent
 

Inside the Add Folder modal, look for the Android Icon (located near the Help icon in the header). Clicking this opens a clean, focused AI prompt window.
 

2. Describe Your Vision
 

In the text area, describe the folder exactly as you imagine it. You don't need code or special tags—just natural language.
 

Example Prompt: "Create a folder for VIP Patients. Use the Premium SMTP, set the status to 'New Lead', and share it only with the Medical Director. Hide the home address field on the dashboard."

3. Review & Commit
 

Once you click SUBMIT, the AI instantly "types" all the information into the form for you:
 

• It selects the correct SMTP.

• It maps the Sharing Rules.

• It configures the Dashboard Visibility.

• Final Step: You review the pre-filled form and click the green Submit button to save it to the database.

1. Core Identity (Mandatory)
 

These fields define how the folder appears in your sidebar and menus.
 

• Folder Labels (Hebrew & English): The primary names of your folder. You must provide both to initialize the setup.

• Customer Field Labels: Defines how this folder is referenced inside customer-specific forms.
   

2. Communication & Privacy
 

Control who sees the data and how the system speaks to them.
 

• Select SMTP: Assigns a specific email server to this folder so all outgoing mail stays professional and branded.

• Share With: A security gate. Select only the team members or departments who should have access to this folder's data.
   

3. Visual Branding & Sorting
 

How the folder looks and how the data is organized.
 

• Icon & Tags: Upload a custom image and apply tags to make the folder instantly recognizable and searchable.

• Company Mapping: Links the folder to a specific legal entity for accurate invoicing and reporting.

• Customer Ordering: Determines the "logic" of your list (e.g., sorting by Last Activity, Unanswered Calls, or Creation Date).
   

4. Workflow & Interface
 

Tailor the user experience by showing only what matters.
 

• Select Automation: The "Brain" of the folder. Link a workflow to trigger actions automatically when data enters this folder.

• Fields & Dashboard Layout: Total control over the UI. Choose which fields to Show, which to Hide (Remove Default), and which 4-5 key metrics appear on the Main Dashboard.

• Status & Tabs: Define the "Life Cycle" of the folder. Select which statuses (e.g., New, In Progress) and sub-tabs are available for this specific category.
   

Quick Action Tools
 

• The AI Assistant (Android Icon): Don't want to fill this manually? Click the robot icon, describe your folder in one sentence, and let the AI fill all the fields above for you.

• Submit: Once you are satisfied with your architecture, click Submit to bring your folder to life.

How Folder Configuration Controls the Interface
 

When you set up a folder, your selections directly determine what a user sees when they open a customer profile:
 

• Dynamic Tab Control: Under the TABS setting, you can multi-select specific modules (e.g., Mission, Invoice, Work Flow, Chat). These selected tabs then appear as the primary navigation menu inside the customer profile, hiding unnecessary clutter.

• Targeted Data Fields: By using the select fields button, you define exactly which custom data points (like Date Normal or Checkbox EN) are available for that specific business context.

• Dashboard Quick-Views: The FIELDS ON DASHBOARD setting allows you to pick critical info (e.g., City, Email, Mobile) to show at a glance in the main customer list.

• Security & Team Access: Use the SHARE WITH field to select specific team members who are authorized to view and manage customers within this folder.

Folder Management Hub: Navigation & Organization
 

The Folder Listing sidebar is your system’s central navigation hub, designed for rapid data access and high-level organization. Each folder acts as a dedicated environment for specific business categories, such as New Leads, Customers, or Missions, allowing users to toggle between distinct data sets with a single click.
 

Key Features of the Folder Listing
 

• Live Record Counts: Every folder displays a real-time number (e.g., Trash 372, Missions 25) to provide immediate visibility into the volume of data in each category.

• Visual Recognition: Unique icons and highlighting for the active folder (e.g., New Leads) ensure users always know exactly which context they are working in.

• Unified Access: The list seamlessly integrates standard system folders with custom ones created via the AI Assistant, such as Test AI Folder, keeping all organizational tools in one place.

Folder-Based Dynamic Layouts
 

The system uses a Folder-Driven Interface, meaning that what a user sees inside a customer profile is determined entirely by which folder that customer is assigned to. When you configure a folder, you are designing the specific workspace for all customers within it.


 

How the Configuration Works


 

When adding or editing a folder, you define the visual rules that activate once a folder is selected:

 

• Dynamic Tabs: You can select specific tabs (e.g., Missions, Invoice, Work Flow) that should appear in the side menu when viewing a customer in this folder.

• Field Visibility: You choose exactly which custom fields are active and which default fields should be hidden to keep the interface clean.

• Dashboard Summary: You define the "Fields on Dashboard" to show critical data (like City, Email, or Mobile) at the top of the customer list for quick reference.

• Permission Control: Using the "Share With" setting ensures that only authorized team members can view or manage the customers within that specific folder.
  
  
  
   

The User Experience
 

Once a folder like "New Leads" is selected in the sidebar, the customer view instantly transforms. Only the pre-selected tabs, fields, and automation tools you configured will be visible, ensuring the team stays focused on the relevant business process for that category.