Folders

Folders are used to keep conversations tidy, for example «Fornitori» (Suppliers), «Da richiamare» (To call back) or «VIP». They are shared by all the staff: a folder created by a colleague is visible to the others, and moving a conversation into a folder moves it for everyone.

The basic rules:

• a conversation is in one folder only;
• folders do not nest: there are no folders inside folders;
• each folder belongs to one location: it is created in the location you are working in, and conversations of a channel shared between several locations are in a folder only for that location (Locations map and active location);
• moving into a folder a client who writes on several channels moves all their chats together (The conversation list).

Contents

1. Creating a folder
   1. Name and colour
2. What a folder row looks like
3. Opening a folder and moving conversations
4. Favourite folders
5. Dissolving or deleting a folder
6. What you cannot do
7. What to do if...
8. Related entries

Creating a folder#

A folder is born with at least two conversations already in it: there is no empty «Nuova cartella» (New folder) button. There are two ways.

With the keyboard

1. Select two or more conversations with Shift+click on the rows.
2. Press Ctrl+G (on Mac Cmd+G).
3. The creation row appears at the top of the list and the chosen conversations disappear from the list while waiting for the name.

By dragging

1. In the main list (not inside a folder) drag a conversation onto another one: the destination row is highlighted with a dashed light-blue outline.
2. Release: the creation row appears. If several rows were selected and you drag one of them, all the selected ones go into the folder.
3. Inside a folder this second way does nothing, because folders do not nest.

Name and colour#

The creation row has a coloured square on the left and the «Nome cartella...» (Folder name...) field on the right, already ready for typing.

• Name. From 1 to 60 characters. Press Invio (Enter) or click somewhere else: the folder is also created when you leave the field with the mouse. If the field is empty the creation is cancelled and the conversations go back to the list. The Esc key does not cancel.
• Colour. Click the coloured square: a palette of 24 colours opens with an OK button. Choose a colour (the chosen one has a dark border) and press OK: the cursor goes back to the name. After OK the colour can no longer be changed for this creation. If you do not choose any, the program assigns one at random.

The folder appears at the top of the list with the number of conversations inside it, and the conversations are moved into it.

If the folder is created but moving a single conversation does not work, no warning appears: that conversation stays in the main list. After creating a folder it is worth checking that all the conversations are inside.

What a folder row looks like#

• A rounded square in a light tint of the chosen colour, with the folder icon in the full colour at the centre.
• The name in bold and, on the right, the time of the folder's last update (hours and minutes).
• Below, «N conversazioni ·» (N conversations ·): how many conversations it contains, counted on the total and not only on those already loaded on screen.
• The red number of unread messages across all the conversations inside it.
• If the folder is a favourite, the icon is a folder with a small heart.

Folders sit above the conversations in the main list.

Opening a folder and moving conversations#

To move a conversation it does not need to be open. If a move does not work, after a few moments the column realigns with the real data and the row goes back where it was.

When you merge two folders, it is worth checking after a few moments that the dragged one has disappeared: if it contains many conversations, only those already loaded on screen are moved.

A folder that stays empty deletes itself: when the last conversation leaves a folder (moved elsewhere or deleted) the program deletes the folder. If you are right inside it, the title goes back to «TUTTI» (ALL) and the list is empty: press the U-shaped arrow to leave.

Favourite folders#

When you hold the mouse over the icon of a folder, a dark veil with a white heart appears:

• Empty heart (folder not a favourite): one click makes it a favourite; the heart turns red and pulses for a moment, then the icon becomes a folder with a small heart.
• Crossed-out heart (folder already a favourite): one click removes it from the favourites.

Favourite folders do not move to the top, but stay visible even when you do a search that does not match their name (The conversation list). The favourite mark is shared with the staff. Clicking the heart does not open the folder.

Dissolving or deleting a folder#

Deleting a folder does not delete the conversations: they go back to the main list. There are three ways, valid for all roles:

1. Shift+click on the folder (you select it without opening it) and then a click on the U-shaped arrow «Rimuovi cartelle e sposta in Tutti» (Remove folders and move to All): the folder disappears immediately, without confirmation.
2. Drag the folder onto the U-shaped arrow.
3. With the bin: select the folder and press the bin. The confirmation says, for example, «Eliminare 1 gruppo e 0 conversazioni?» (Delete 1 group and 0 conversations?) (in the confirmation, folders are called gruppi, groups).

What you cannot do#

• Rename a folder or change its colour after creation: you have to dissolve it and create it again.
• Create an empty folder or one inside another folder.
• Change the order of the folders.
• Creating two folders with the same name is possible: the program does not prevent it.

What to do if...#

Related entries#

• The conversation list
• Muting, banning and deleting a conversation
• Comunicazioni
• The chat in the side menu