3. Creating a subfolder in the product shortcut grid

After you have created the product folder shortcut in the grid, you can create a sub folder.

To create a sub folder within a product folder in the grid:

  1. Sign in to the AgentCASH application on a mobile device.
  2. Tap on the 'cart' icon (if on tablet) or tap on the 'home' icon (if on smart phone) to access products.
  3. If the products are listed, switch to a grid view.
  4. Enter the folder for which you wish to create a sub folder or add products to it.
  5. Tap on the 'pen' icon at the bottom of the screen to edit.
  6. Tap on the '+' sign.
  7. Tap on the 'Add product folder' to create a sub folder shortcut and:
    • Enter a sub folder name on the line under the 'Product folder name' label.
    • Enter a tile label on the line under the 'Label'.
    • Select the colour for the sub folder.
    • After a sub folder shortcut has been created and added to the grid, add items to it or create a new sub folder.
  8. Tap '✔ DONE' to save changes.
Have more questions? Submit a request


Powered by Zendesk