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Linking Options- How do I automatically share a Company when sharing a Contact and/or share a Contact when sharing a Company?

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  1. From the InfoFlo interface, click 'Settings' -> click 'Preferences' to open the Preference Settings window.
  2. linking_options

  3. Select 'Linking Options' from the left hand panel.
  4. Here you can choose between:
    • When I am linking a contact to a category:
      • I want to link all related companies to this category also
      • I do not want to link any of the related companies.
    • When I am linking a company to category:
      • I want to link all related contacts to this category also
      • I do not want to link any of the related contacts.
  5. Click 'Apply' to apply the changes or 'OK' to apply the changes and close the window.