Folders give you a simple way to keep your Custom Values tidy in Aesthetix CRM. As your account grows, grouping related custom values into folders makes them faster to find, easier to manage, and keeps your data structure intuitive. This guide walks you through adding a folder, renaming it, moving custom values between folders, and deleting a folder you no longer need.
Create a new folder to group related custom values together.
Step 1: From the left-hand menu, navigate to Settings.
Step 2: Click on Custom Values.
Step 3: Click on Folders.
Step 4: Click on Add Folder.
Step 5: Enter the folder name.
Step 6: Confirm creation by clicking Create.
Update a folder's name so it better reflects the custom values it contains.
Step 1: Click on Settings.
Step 2: Navigate to Custom Values.
Step 3: Click on Folders.
Step 4: Select the folder you wish to rename, then click the three dots next to it.
Step 5: Click Rename Folder.
Step 6: Enter the new name for the folder.
Step 7: Click Update to save your changes.
Relocate an individual custom value into a different folder to keep your data organized.
Step 1: Click on Settings.
Step 2: Click on Custom Values.
Step 3: Select the custom value you want to move and click the three dots next to it.
Step 4: Click on Move To Folder.
Step 5: Select the destination folder for your custom value.
Step 6: Click on Move.
Remove a folder you no longer need to keep your workspace clean.
Step 1: Click on Settings.
Step 2: Navigate to Custom Values.
Step 3: Click on Folders.
Step 4: Select the folder you wish to delete, then click the three dots next to it.
Step 5: Click on Delete Folder.
Step 6: Click Confirm to save your changes.
Step 7: You'll see a confirmation message letting you know the folder was removed successfully.
Where do I find the Folders view for Custom Values? Go to Settings > Custom Values, then click Folders to switch from the standard list view into the folder view where you can add, rename, and delete folders.
Will deleting a folder delete the custom values inside it? Deleting a folder is meant to tidy up your organization. Before removing a folder, move any custom values you want to keep into another folder so you don't lose track of them.
Can I move more than one custom value at a time? Each custom value is moved individually using the three-dot menu and the Move To Folder option. Repeat the move steps for each custom value you'd like to relocate.
