How does Cloze match a Dropbox folder to a Person, Project or Company?
You will see your Dropbox files in the Person, Company or Project (or Deal) tab called Files.
Cloze will automatically match a Dropbox folder to:
- a Person (the combination of their First Name and Last Name)
- a Company name
- a Project or Deal name (Note: Project or Deal names must be two words or longer)
Any of these can be included in the Folder name and Cloze will automatically link them to the appropriate Person, Company, Project (or Deal). You can work directly in Dropbox and your files will be linked on your next Cloze sync.
Note: All folders and files must be synced to Dropbox online before they will appear in Cloze.