How do I View Contact, Company, Category and Project Entities?
To view a list of entities, select either Contacts, Companies, Categories or Projects from the Left Tabbed Menu.
- This is what InfoFlo looks like after the contacts list is opened and a contact is selected.
- After clicking ‘Companies’, the list of companies will be displayed. Individual companies can be selected for viewing or editing.
- Here, ‘Categories’ from the left menu has been clicked and the list of categories is displayed.
- 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.