I just accidentally created a new Blue Organization Folder in the wrong place. First, I can't delete it, but must retire it (why?). Second, even after I retire the folder, I cannot re-create it in its proper location with the same name, because even though I retired the incorrect folder, it still considers my correctly located folder a duplicate. These kind of mistakes must happen all the time and we should be able to find a way to correct them without having to change the name of the Folder.
1 comment
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Hope Biber Official comment Hi LuAnn,
Thanks for your suggestion. The blue sales folders generally have historical information that may need to be accessed at a later date and also have sales information, etc. So when you retire the folder, you will still keep the integrity of the historical information for reporting and allows you to hide the folder until you need to access it again.
As you mentioned, we also warn you that you can not duplicate the folder with the same name. Below is a quick workaround that will help you with ensuring that the active sales folder has the name you want.
Right click on the folder that you will be retiring. Rename that folder to a generic name (i.e OLDXYZ). Make sure that you also change the short name. Then check mark the retire box. This will hide this folder from view.
Since you renamed the old folder, you can now create the new folder with the name that you wish.
I hope this helps.