Adding Information to Folder for Easy Searches

[ItsFred]

Buenos dias! I have a folder containing lots of subfolders. These subfolders are labeled according to my clients' ID numbers, as assigned by another app. How can I add information to these subfolder names so that they can also be searched by client name? I can add another column under "Choose Details" but don't know how to add information to a folder so that it shows up in that column.

Thanks in advance for your help!


Fred

 

[Ranger4]

Hi ItsFred, welcome to the Forum.

What program assigns the client numbers?. Perhaps you can use that program for searching your clients details.

Something like an Excel spreadsheet or an Access database is best for things like this, as you can search on fields.

 

[ItsFred]

Hi Ranger. I actually assign the numbers as I create new client profiles, so the app wouldn't be much help. I'm looking for a way to add information in a new column for each client subfolder name so that I can search by name or number. Thanks for your reply!

 

[Ranger4]

Buenos dias! I have a folder containing lots of subfolders. These subfolders are labeled according to my clients' ID numbers, as assigned by another app. How can I add information to these subfolder names so that they can also be searched by client name? I can add another column under "Choose Details" but don't know how to add information to a folder so that it shows up in that column.

Thanks in advance for your help!


Fred

The reason I asked about the other app was your reference to it, as I have highlighted in red from your first post.

 

[ItsFred]

Yes - that was a bit of a misnomer. Thanks again.

 

[Ranger4]

What method are you currently using to assign your sub folders. Do you have a main folder in your Documents Library & a series of sub folders within that folder for each client.

As I mentioned before you would get far better allocation & search abilities if you used a spreadsheet or a database for this, as you can set up fields for various necessary items, such as the clients name, address, phone number etc., together with a number that you can allocate or allow the system to allocate.

Then you can search on any of these fields to find a particular client.

 

[ItsFred]

Hello again! Thanks again for your reply. The app for which we assign these client numbers lists the client name and number, but I'd like to be able to see the name associated with the subfolder, just in a different column. If you see the attached screenshot, the "Name" column currently shows the number, and I've added a column labeled "Tags" just for this example. So what I want to know is whether or not I can add information to a folder name that will show up in the "Tags" column.

 

[Ranger4]

Yes that should work. Below are a couple of websites that might be of help in setting up the Tags.

Tag your files for easier searches in Windows 7 - TechRepublic

Using Tags with Document Files (Microsoft Word)