---
title: "Organizing Custom Values with Folders"
description: "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 th…"
url: https://help.aesthetixcrm.com/en/articles/1480-organizing-custom-values-with-folders
collection: "Custom Values"
updated: 2026-07-16
language: en
---

# Organizing Custom Values with Folders

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 th…

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.

## Add a Folder

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**.

## Rename a Folder

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.

## Move Custom Values Between Folders

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**.

## Delete a Folder

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.

## Frequently Asked Questions

**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.