The associated folder was either renamed or the contents of the old folder should be copied into the new one when changing the organization name or so
- 20 Jan 2023
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The associated folder was either renamed or the contents of the old folder should be copied into the new one when changing the organization name or so
- Updated on 20 Jan 2023
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When I change/update the organization or sort name fields in the profile module, I receive a pop-up message telling me that the associated folder was either renamed or that the contents of the old folder should be copied into the new one.
Answer:
When the profile folder is first created, it is created using the name on the profile, if that name is changed, FIMS will always create a new folder, at that point you can copy the contents of the old folder into the new one and delete the old folder if you wish.
Please see the following:
Create the Profile Folder
Why can't I click on the folder button in FIMS to find profile/fund folders after renaming them?
In most instances though, for example, if the Sort Name is changed on the Profile tab and if the profile folder already exists for that profile, FIMS does rename the folder and you should receive a message that the folder has changed and will list the old and new folder names.
Please see the following:
Create the Profile Folder
Why can't I click on the folder button in FIMS to find profile/fund folders after renaming them?
In most instances though, for example, if the Sort Name is changed on the Profile tab and if the profile folder already exists for that profile, FIMS does rename the folder and you should receive a message that the folder has changed and will list the old and new folder names.
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