InfoFlo CRM KB

Search Knowledge Base by Keyword

How do I View Contact, Company, Category and Project Entities?

You are here:
< Back

To view a list of entities, select either Contacts, Companies, Categories or Projects from the Left Tabbed Menu.

  1. This is what InfoFlo looks like after the contacts list is opened and a contact is selected.
  2. After clicking ‘Companies’, the list of companies will be displayed. Individual companies can be selected for viewing or editing.
  3. Here, ‘Categories’ from the left menu has been clicked and the list of categories is displayed.
  4. A list of projects can be retrieved by clicking ‘Projects’ from the left menu. Again, all the details are shown in the summary tab when a project is selected.