Client Folders - Alternative Use

SOLVED

Morning,

Feel like I'm always posting here, but anyway...

I know client folders are designed for scenarios such as when you have a company as a client, but then maybe handle a director's Self Assessment, so you can group them together.

Would it be detrimental to for example, have a folder for Sole Traders, a folder for Incorporated etc, using folders to group clients in a custom way?
It would obviously mean grouping unrelated clients into the same folders, just wondering if this could be a case use or it's best not to do it.

Thanks

  • +1
    verified answer

    Hi Shaun, 

    Brilliant to see you using Sage City. 

    You're absolutely right in regards to what the folders are designed for, however there isn't any reason that would prevent you from being able to use them in the way you intend to. 

    I suppose, only thing worth thinking about is whether any of those businesses change entities but you would just create a new client in one of the folders.  

    Claire

    Sage UKI

  • 0 in reply to Claire Peace

    Thanks Claire,

    Good to know I can make better use of the folders.

    I haven't got any that would be the typical case use, so I can make the most out of them this way now.

    Thanks again