Create New Client Folders based on Client Type and/or Client Group
Amanda Aparicio
In the OneDrive/Google Drive integration, you can have the automation create a new folder whenever a new client is created in FC; however, the root folder must always be the SAME.
This makes it hard for folks who organize their clients into folders based on client type (e.g. a folder for "Individuals" vs. a folder for "Businesses" etc.). Create an option to allow users to control where new folders are created either based on the built-in client types OR on client groups
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