Record Storage Fields

This area should only be changed in consultation with the HowNow Support Team.

When storing contact records, HowNow creates a folder structure consisting of a base path (stored in Database Settings) plus a folder that uniquely identifies the contact. This folder's name is usually either the contact's Client Code or Entity Name.

This dialog shows a list of all available contact fields with a check beside the field to be used to create contact identifying folders. At least one field must be checked.

To create several levels of folders in a group\entity name structure, check GroupName, Backslash and EntityName. The Backslash field would need to be added and populated with a backslash (\) first. See Display Field Editor for help in adding a new field.

To change the order of the storage fields, drag the fields to their required position.

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